QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 599,361 shares; 2023Q1: 653,725 shares; 2023Q2: 654,092 shares; 2023Q3: 634,354 shares; 2023Q4: 625,806 shares; 2024Q1: 629,036 shares 629,036 $103M 8.11% +3,230 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,896 shares; 2023Q1: 92,205 shares; 2023Q2: 145,390 shares; 2023Q3: 140,239 shares; 2023Q4: 139,329 shares; 2024Q1: 139,401 shares 139,401 $58.6M 4.6% +72 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,297 shares; 2023Q1: 291,865 shares; 2023Q2: 314,134 shares; 2023Q3: 315,683 shares; 2023Q4: 315,997 shares; 2024Q1: 315,788 shares 315,788 $53.5M 4.19% -209 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 118,252 shares; 2023Q1: 115,871 shares; 2023Q2: 209,260 shares; 2023Q3: 213,349 shares; 2023Q4: 210,067 shares; 2024Q1: 218,222 shares 218,222 $37.4M 2.93% +8,155 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22,454 shares; 2023Q1: 135,232 shares; 2023Q2: 153,439 shares; 2023Q3: 153,055 shares; 2023Q4: 150,703 shares; 2024Q1: 158,306 shares 158,306 $31.7M 2.49% +7,603 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22,447 shares; 2023Q1: 90,167 shares; 2023Q2: 166,330 shares; 2023Q3: 167,571 shares; 2023Q4: 166,687 shares; 2024Q1: 171,328 shares 171,328 $30.9M 2.42% +4,641 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 364,923 shares; 2023Q1: 38,856 shares; 2023Q2: 69,034 shares; 2023Q3: 43,803 shares; 2023Q4: 742,256 shares; 2024Q1: 546,119 shares 546,119 $24.9M 1.95% -196,137 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,448 shares; 2023Q1: 107,292 shares; 2023Q2: 158,721 shares; 2023Q3: 160,512 shares; 2023Q4: 160,492 shares; 2024Q1: 152,026 shares 152,026 $22.9M 1.8% -8,466 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 67,315 shares; 2023Q1: 40,655 shares; 2023Q2: 39,122 shares; 2023Q3: 37,770 shares; 2023Q4: 36,243 shares; 2024Q1: 37,624 shares 37,624 $19.7M 1.54% +1,381 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,212 shares; 2023Q1: 36,877 shares; 2023Q2: 38,806 shares; 2023Q3: 38,960 shares; 2023Q4: 38,632 shares; 2024Q1: 39,228 shares 39,228 $19M 1.49% +596 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 218,589 shares; 2023Q2: 295,938 shares; 2023Q3: 304,575 shares; 2023Q4: 320,282 shares; 2024Q1: 327,962 shares 327,962 $18.9M 1.48% +7,680 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 816 shares; 2023Q1: 33,045 shares; 2023Q2: 33,450 shares; 2023Q3: 32,759 shares; 2023Q4: 32,974 shares; 2024Q1: 33,094 shares 33,094 $18.4M 1.44% +120 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,645 shares; 2023Q1: 116,602 shares; 2023Q2: 113,009 shares; 2023Q3: 112,444 shares; 2023Q4: 110,099 shares; 2024Q1: 109,876 shares 109,876 $17.8M 1.4% -223 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,445 shares; 2023Q1: 44,667 shares; 2023Q2: 43,511 shares; 2023Q3: 42,647 shares; 2023Q4: 41,576 shares; 2024Q1: 40,399 shares 40,399 $16.9M 1.32% -1,177 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 221,405 shares; 2023Q1: 237,060 shares; 2023Q2: 262,752 shares; 2023Q3: 257,518 shares; 2023Q4: 263,201 shares; 2024Q1: 263,283 shares 263,283 $16.7M 1.31% +82 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,324 shares; 2023Q1: 14,677 shares; 2023Q2: 17,569 shares; 2023Q3: 17,601 shares; 2023Q4: 20,215 shares; 2024Q1: 20,462 shares 20,462 $15.9M 1.25% +247 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,736 shares; 2023Q1: 39,225 shares; 2023Q2: 36,325 shares; 2023Q3: 35,709 shares; 2023Q4: 35,337 shares; 2024Q1: 35,650 shares 35,650 $15M 1.18% +313 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,149 shares; 2023Q1: 4,224 shares; 2023Q2: 4,282 shares; 2023Q3: 11,471 shares; 2023Q4: 11,664 shares; 2024Q1: 16,061 shares 16,061 $14.5M 1.14% +4,397 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 60,391 shares; 2023Q2: 59,377 shares; 2023Q3: 58,351 shares; 2023Q4: 57,337 shares; 2024Q1: 56,839 shares 56,839 $14.4M 1.13% -498 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,235 shares; 2023Q1: 224,022 shares; 2023Q2: 224,128 shares; 2023Q3: 220,305 shares; 2023Q4: 210,027 shares; 2024Q1: 209,182 shares 209,182 $13.2M 1.04% -845 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 141,401 shares; 2023Q2: 144,136 shares; 2023Q3: 143,185 shares; 2023Q4: 140,001 shares; 2024Q1: 141,444 shares 141,444 $13M 1.02% +1,443 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,990 shares; 2023Q1: 27,827 shares; 2023Q2: 45,848 shares; 2023Q3: 45,578 shares; 2023Q4: 45,643 shares; 2024Q1: 45,897 shares 45,897 $12.8M 1% +254 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,256 shares; 2023Q1: 81,167 shares; 2023Q2: 83,888 shares; 2023Q3: 80,351 shares; 2023Q4: 79,760 shares; 2024Q1: 80,849 shares 80,849 $12.8M 1% +1,089 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,885 shares; 2023Q1: 23,458 shares; 2023Q2: 24,125 shares; 2023Q3: 23,670 shares; 2023Q4: 23,357 shares; 2024Q1: 23,933 shares 23,933 $12.6M 0.99% +576 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,592 shares; 2023Q1: 118,012 shares; 2023Q2: 124,207 shares; 2023Q3: 126,392 shares; 2023Q4: 128,272 shares; 2024Q1: 249,129 shares 249,129 $12.5M 0.98% +120,857 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 644 shares; 2023Q1: 1,709 shares; 2023Q2: 9,364 shares; 2023Q3: 9,381 shares; 2023Q4: 8,995 shares; 2024Q1: 8,824 shares 8,824 $11.7M 0.92% -171 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 144,994 shares; 2023Q1: 159,583 shares; 2023Q2: 166,287 shares; 2023Q3: 173,388 shares; 2023Q4: 176,051 shares; 2024Q1: 181,875 shares 181,875 $11.1M 0.87% +5,824 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 84,167 shares; 2023Q2: 85,908 shares; 2023Q3: 85,204 shares; 2023Q4: 81,896 shares; 2024Q1: 81,473 shares 81,473 $10.8M 0.84% -423 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 3,341 shares; 2023Q2: 23,547 shares; 2023Q3: 45,081 shares; 2023Q4: 89,673 shares; 2024Q1: 117,032 shares 117,032 $10.6M 0.83% +27,359 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,947 shares; 2023Q1: 153,164 shares; 2023Q2: 146,030 shares; 2023Q3: 115,795 shares; 2023Q4: 112,199 shares; 2024Q1: 110,783 shares 110,783 $10.5M 0.82% -1,416 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,357 shares; 2023Q1: 102,604 shares; 2023Q2: 84,315 shares; 2023Q3: 83,027 shares; 2023Q4: 82,514 shares; 2024Q1: 67,838 shares 67,838 $10.3M 0.81% -14,676 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 111,368 shares; 2023Q1: 74,239 shares; 2023Q2: 74,229 shares; 2023Q3: 67,849 shares; 2023Q4: 69,674 shares; 2024Q1: 69,355 shares 69,355 $9.5M 0.74% -319 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 41,871 shares; 2023Q1: 41,069 shares; 2023Q2: 40,258 shares; 2023Q3: 39,810 shares; 2023Q4: 37,292 shares; 2024Q1: 36,513 shares 36,513 $9.49M 0.74% -779 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 72,740 shares; 2023Q2: 71,725 shares; 2023Q3: 70,852 shares; 2023Q4: 69,449 shares; 2024Q1: 69,069 shares 69,069 $9.48M 0.74% -380 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 63,795 shares; 2023Q2: 62,047 shares; 2023Q3: 61,502 shares; 2023Q4: 60,406 shares; 2024Q1: 60,258 shares 60,258 $9.43M 0.74% -148 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,461 shares; 2023Q1: 265,769 shares; 2023Q2: 345,495 shares; 2023Q3: 353,758 shares; 2023Q4: 377,009 shares; 2024Q1: 337,703 shares 337,703 $9.37M 0.73% -39,306 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 45,345 shares; 2023Q2: 44,681 shares; 2023Q3: 44,007 shares; 2023Q4: 42,704 shares; 2024Q1: 42,754 shares 42,754 $9.12M 0.72% +50 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,543 shares; 2023Q1: 18,543 shares; 2023Q2: 18,786 shares; 2023Q3: 18,786 shares; 2023Q4: 278,026 shares; 2024Q1: 147,848 shares 147,848 $8.53M 0.67% -130,178 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,822 shares; 2023Q1: 119,362 shares; 2023Q2: 135,137 shares; 2023Q3: 55,222 shares; 2023Q4: 53,890 shares; 2024Q1: 61,372 shares 61,372 $8.1M 0.64% +7,482 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,130 shares; 2023Q1: 19,475 shares; 2023Q2: 47,633 shares; 2023Q3: 47,785 shares; 2023Q4: 47,002 shares; 2024Q1: 45,629 shares 45,629 $7.99M 0.63% -1,373 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 35,632 shares; 2023Q1: 39,571 shares; 2023Q2: 38,255 shares; 2023Q3: 37,172 shares; 2023Q4: 29,622 shares; 2024Q1: 29,294 shares 29,294 $7.92M 0.62% -328 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 31,130 shares; 2023Q2: 44,967 shares; 2023Q3: 44,935 shares; 2023Q4: 44,250 shares; 2024Q1: 44,889 shares 44,889 $7.6M 0.6% +639 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,054 shares; 2023Q1: 20,622 shares; 2023Q2: 58,420 shares; 2023Q3: 56,854 shares; 2023Q4: 57,141 shares; 2024Q1: 46,891 shares 46,891 $7.42M 0.58% -10,250 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,422 shares; 2023Q1: 15,914 shares; 2023Q2: 15,961 shares; 2023Q3: 16,015 shares; 2023Q4: 16,339 shares; 2024Q1: 16,294 shares 16,294 $7.23M 0.57% -45 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,077 shares; 2023Q1: 1,884 shares; 2023Q2: 28,695 shares; 2023Q3: 28,232 shares; 2023Q4: 28,334 shares; 2024Q1: 28,005 shares 28,005 $7.07M 0.55% -329 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,941 shares; 2023Q1: 1,955 shares; 2023Q2: 5,718 shares; 2023Q3: 9,838 shares; 2023Q4: 9,874 shares; 2024Q1: 11,115 shares 11,115 $6.75M 0.53% +1,241 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,369 shares; 2023Q1: 15,311 shares; 2023Q2: 35,072 shares; 2023Q3: 34,757 shares; 2023Q4: 34,115 shares; 2024Q1: 36,742 shares 36,742 $6.69M 0.52% +2,627 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 422 shares; 2023Q1: 436 shares; 2023Q2: 7,901 shares; 2023Q3: 7,965 shares; 2023Q4: 8,058 shares; 2024Q1: 7,985 shares 7,985 $6.66M 0.52% -73 IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 205,415 shares; 2023Q2: 190,476 shares; 2023Q3: 177,524 shares; 2023Q4: 160,421 shares; 2024Q1: 156,903 shares 156,903 $6.59M 0.52% -3,518 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,409 shares; 2023Q1: 3,100 shares; 2023Q2: 13,201 shares; 2023Q3: 13,094 shares; 2023Q4: 13,260 shares; 2024Q1: 13,324 shares 13,324 $6.59M 0.52% +64 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 38,615 shares; 2023Q1: 22,784 shares; 2023Q2: 20,505 shares; 2023Q3: 20,909 shares; 2023Q4: 21,429 shares; 2024Q1: 106,690 shares 106,690 $6.48M 0.51% +85,261 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 14,545 shares; 2023Q3: 14,951 shares; 2023Q4: 15,223 shares; 2024Q1: 15,128 shares 15,128 $6.32M 0.5% -95 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 5,119 shares; 2023Q2: 18,697 shares; 2023Q3: 19,002 shares; 2023Q4: 19,244 shares; 2024Q1: 19,891 shares 19,891 $6.19M 0.49% +647 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 32,557 shares; 2023Q1: 43,046 shares; 2023Q2: 53,550 shares; 2023Q3: 51,446 shares; 2023Q4: 51,939 shares; 2024Q1: 52,572 shares 52,572 $6.11M 0.48% +633 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,686 shares; 2023Q1: 11,522 shares; 2023Q2: 11,171 shares; 2023Q3: 11,420 shares; 2023Q4: 15,019 shares; 2024Q1: 12,417 shares 12,417 $5.97M 0.47% -2,602 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 56,142 shares; 2023Q1: 23,479 shares; 2023Q2: 16,664 shares; 2023Q3: 16,664 shares; 2023Q4: 112,789 shares; 2024Q1: 53,317 shares 53,317 $5.89M 0.46% -59,472 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 341,228 shares; 2023Q2: 344,156 shares; 2023Q3: 337,885 shares; 2023Q4: 328,861 shares; 2024Q1: 320,557 shares 320,557 $5.88M 0.46% -8,304 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 136,338 shares; 2023Q2: 137,908 shares; 2023Q3: 128,951 shares; 2023Q4: 109,548 shares; 2024Q1: 109,414 shares 109,414 $5.49M 0.43% -134 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 59,636 shares; 2024Q1: 59,350 shares 59,350 $5.49M 0.43% -286 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,805 shares; 2023Q1: 7,939 shares; 2023Q2: 23,745 shares; 2023Q3: 23,987 shares; 2023Q4: 23,873 shares; 2024Q1: 23,364 shares 23,364 $5.32M 0.42% -509 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,754 shares; 2023Q3: 1,824 shares; 2023Q4: 1,816 shares; 2024Q1: 1,811 shares 1,811 $5.26M 0.41% -5 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 730 shares; 2023Q2: 13,993 shares; 2023Q3: 14,192 shares; 2023Q4: 14,492 shares; 2024Q1: 14,764 shares 14,764 $5.12M 0.4% +272 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 16,984 shares; 2023Q3: 17,241 shares; 2023Q4: 17,584 shares; 2024Q1: 17,088 shares 17,088 $5.03M 0.39% -496 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 12,005 shares; 2023Q2: 11,557 shares; 2023Q3: 11,492 shares; 2023Q4: 11,037 shares; 2024Q1: 10,986 shares 10,986 $5M 0.39% -51 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 118,491 shares; 2023Q1: 115,529 shares; 2023Q2: 109,257 shares; 2023Q3: 31,659 shares; 2023Q4: 27,730 shares; 2024Q1: 27,156 shares 27,156 $4.96M 0.39% -574 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,148 shares; 2023Q1: 11,426 shares; 2023Q2: 19,455 shares; 2023Q3: 19,169 shares; 2023Q4: 19,448 shares; 2024Q1: 19,351 shares 19,351 $4.76M 0.37% -97 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 29,873 shares; 2023Q1: 158,083 shares; 2023Q2: 164,672 shares; 2023Q3: 157,020 shares; 2023Q4: 108,831 shares; 2024Q1: 113,107 shares 113,107 $4.75M 0.37% +4,276 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20,194 shares; 2023Q1: 22,745 shares; 2023Q2: 24,269 shares; 2023Q3: 66,298 shares; 2023Q4: 67,725 shares; 2024Q1: 70,044 shares 70,044 $4.7M 0.37% +2,319 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 32,241 shares; 2023Q1: 19,038 shares; 2023Q2: 22,074 shares; 2023Q3: 21,554 shares; 2023Q4: 21,276 shares; 2024Q1: 21,129 shares 21,129 $4.4M 0.35% -147 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 268,102 shares; 2023Q2: 217,841 shares; 2023Q3: 207,668 shares; 2023Q4: 188,047 shares; 2024Q1: 190,213 shares 190,213 $4.38M 0.34% +2,166 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,099 shares; 2023Q1: 50,584 shares; 2023Q2: 49,915 shares; 2023Q3: 50,285 shares; 2023Q4: 50,076 shares; 2024Q1: 53,225 shares 53,225 $4.29M 0.34% +3,149 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,944 shares; 2023Q1: 4,619 shares; 2023Q2: 11,428 shares; 2023Q3: 11,022 shares; 2023Q4: 11,055 shares; 2024Q1: 10,887 shares 10,887 $4.18M 0.33% -168 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,700 shares; 2023Q1: 1,775 shares; 2023Q2: 22,070 shares; 2023Q3: 14,770 shares; 2023Q4: 20,543 shares; 2024Q1: 21,043 shares 21,043 $4.16M 0.33% +500 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,596 shares; 2023Q1: 1,733 shares; 2023Q2: 5,446 shares; 2023Q3: 5,562 shares; 2023Q4: 5,465 shares; 2024Q1: 5,480 shares 5,480 $4.01M 0.31% +15 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,471 shares; 2023Q1: 161,182 shares; 2023Q2: 178,397 shares; 2023Q3: 164,715 shares; 2023Q4: 261,425 shares; 2024Q1: 226,794 shares 226,794 $3.99M 0.31% -34,631 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 785 shares; 2023Q3: 8,655 shares; 2023Q4: 8,832 shares; 2024Q1: 9,088 shares 9,088 $3.98M 0.31% +256 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 36,697 shares; 2023Q1: 45,448 shares; 2023Q2: 72,659 shares; 2023Q3: 63,934 shares; 2023Q4: 64,309 shares; 2024Q1: 64,991 shares 64,991 $3.98M 0.31% +682 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 153,279 shares; 2023Q1: 36,041 shares; 2023Q2: 38,352 shares; 2023Q3: 59,739 shares; 2023Q4: 82,912 shares; 2024Q1: 36,653 shares 36,653 $3.94M 0.31% -46,259 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 70,723 shares; 2023Q2: 64,294 shares; 2023Q3: 63,369 shares; 2023Q4: 60,190 shares; 2024Q1: 59,990 shares 59,990 $3.92M 0.31% -200 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 41,690 shares; 2023Q3: 44,845 shares; 2023Q4: 40,915 shares; 2024Q1: 38,716 shares 38,716 $3.85M 0.3% -2,199 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,980 shares; 2023Q1: 19,799 shares; 2023Q2: 20,512 shares; 2023Q3: 20,645 shares; 2023Q4: 20,207 shares; 2024Q1: 62,905 shares 62,905 $3.78M 0.3% +42,698 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,965 shares; 2023Q1: 13,259 shares; 2023Q2: 11,776 shares; 2023Q3: 19,544 shares; 2023Q4: 19,236 shares; 2024Q1: 19,699 shares 19,699 $3.76M 0.3% +463 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,799 shares; 2023Q3: 4,763 shares; 2023Q4: 4,741 shares; 2024Q1: 6,636 shares 6,636 $3.69M 0.29% +1,895 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 135,608 shares; 2023Q2: 176,256 shares; 2023Q3: 141,972 shares; 2023Q4: 135,753 shares; 2024Q1: 123,931 shares 123,931 $3.67M 0.29% -11,822 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 70,030 shares; 2023Q2: 67,755 shares; 2023Q3: 66,150 shares; 2023Q4: 62,215 shares; 2024Q1: 59,805 shares 59,805 $3.63M 0.28% -2,410 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,116 shares; 2023Q1: 2,345 shares; 2023Q2: 17,901 shares; 2023Q3: 17,897 shares; 2023Q4: 17,983 shares; 2024Q1: 17,513 shares 17,513 $3.59M 0.28% -470 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 146,440 shares; 2023Q3: 143,010 shares; 2023Q4: 171,100 shares; 2024Q1: 172,460 shares 172,460 $3.48M 0.27% +1,360 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 18,063 shares; 2023Q2: 17,746 shares; 2023Q3: 16,985 shares; 2023Q4: 16,413 shares; 2024Q1: 29,775 shares 29,775 $3.4M 0.27% +13,362 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 35,453 shares; 2023Q1: 80,188 shares; 2023Q2: 82,085 shares; 2023Q3: 83,111 shares; 2023Q4: 80,123 shares; 2024Q1: 80,024 shares 80,024 $3.34M 0.26% -99 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,872 shares; 2023Q1: 2,869 shares; 2023Q2: 13,177 shares; 2023Q3: 13,443 shares; 2023Q4: 13,583 shares; 2024Q1: 13,313 shares 13,313 $3.32M 0.26% -270 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 33,858 shares; 2023Q2: 36,543 shares; 2023Q3: 37,098 shares; 2023Q4: 35,729 shares; 2024Q1: 35,884 shares 35,884 $3.31M 0.26% +155 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,909 shares; 2024Q1: 5,944 shares 5,944 $3.19M 0.25% +35 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 65,589 shares; 2023Q2: 64,761 shares; 2023Q3: 65,024 shares; 2023Q4: 62,848 shares; 2024Q1: 62,821 shares 62,821 $3.15M 0.25% -27 ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 15,527 shares; 2023Q3: 16,033 shares; 2023Q4: 16,165 shares; 2024Q1: 21,705 shares 21,705 $2.98M 0.23% +5,540 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 44,490 shares; 2023Q2: 44,939 shares; 2023Q3: 44,594 shares; 2023Q4: 42,749 shares; 2024Q1: 40,881 shares 40,881 $2.86M 0.22% -1,868 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 38,738 shares; 2023Q2: 38,537 shares; 2023Q3: 38,598 shares; 2023Q4: 40,075 shares; 2024Q1: 39,440 shares 39,440 $2.83M 0.22% -635 Timeline GBIL 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 47,780 shares; 2023Q2: 30,957 shares; 2023Q3: 31,207 shares; 2023Q4: 29,592 shares; 2024Q1: 27,467 shares 27,467 $2.77M 0.22% -2,125 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 20,983 shares; 2023Q3: 20,649 shares; 2023Q4: 21,277 shares; 2024Q1: 21,401 shares 21,401 $2.75M 0.22% +124 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 30,187 shares; 2023Q2: 34,366 shares; 2023Q3: 35,144 shares; 2023Q4: 53,714 shares; 2024Q1: 56,632 shares 56,632 $2.66M 0.21% +2,918 Timeline XLF 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,769 shares; 2023Q1: 64,389 shares; 2023Q2: 63,607 shares; 2023Q3: 63,718 shares; 2023Q4: 63,218 shares; 2024Q1: 62,738 shares 62,738 $2.64M 0.21% -480 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,673 shares; 2023Q1: 10,818 shares; 2023Q2: 10,818 shares; 2023Q3: 10,831 shares; 2023Q4: 10,834 shares; 2024Q1: 10,444 shares 10,444 $2.61M 0.2% -390 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 38,286 shares; 2023Q3: 37,620 shares; 2023Q4: 37,271 shares; 2024Q1: 29,039 shares 29,039 $2.61M 0.2% -8,232 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 39,374 shares; 2023Q2: 42,854 shares; 2023Q3: 42,404 shares; 2023Q4: 41,174 shares; 2024Q1: 44,298 shares 44,298 $2.6M 0.2% +3,124 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,159 shares; 2023Q2: 1,461 shares; 2023Q3: 1,414 shares; 2023Q4: 1,355 shares; 2024Q1: 713 shares 713 $2.59M 0.2% -642 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,676 shares; 2023Q3: 2,694 shares; 2023Q4: 2,752 shares; 2024Q1: 2,669 shares 2,669 $2.57M 0.2% -83 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 571,530 shares; 2023Q1: 279,869 shares; 2023Q2: 241,213 shares; 2023Q3: 257,057 shares; 2023Q4: 327,514 shares; 2024Q1: 212,703 shares 212,703 $2.53M 0.2% -114,811 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,365 shares; 2023Q4: 2,430 shares; 2024Q1: 3,219 shares 3,219 $2.45M 0.19% +789 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,657 shares; 2023Q2: 27,127 shares; 2023Q3: 27,292 shares; 2023Q4: 27,157 shares; 2024Q1: 26,056 shares 26,056 $2.45M 0.19% -1,101 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 4,586 shares; 2023Q2: 19,450 shares; 2023Q3: 19,350 shares; 2023Q4: 19,444 shares; 2024Q1: 18,566 shares 18,566 $2.42M 0.19% -878 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,953 shares; 2023Q1: 11,986 shares; 2023Q2: 12,668 shares; 2023Q3: 12,998 shares; 2023Q4: 15,297 shares; 2024Q1: 16,006 shares 16,006 $2.38M 0.19% +709 Timeline BBJP 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 40,718 shares; 2023Q2: 39,193 shares; 2023Q3: 39,243 shares; 2023Q4: 39,243 shares; 2024Q1: 40,318 shares 40,318 $2.36M 0.19% +1,075 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,993 shares; 2023Q3: not reported; 2023Q4: 75,379 shares; 2024Q1: 29,382 shares 29,382 $2.3M 0.18% -45,997 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 366,047 shares; 2023Q1: 67,760 shares; 2023Q2: 58,007 shares; 2023Q3: 104,750 shares; 2023Q4: 120,701 shares; 2024Q1: 110,646 shares 110,646 $2.25M 0.18% -10,055 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,656 shares; 2023Q1: 16,646 shares; 2023Q2: 17,146 shares; 2023Q3: 16,979 shares; 2023Q4: 16,820 shares; 2024Q1: 16,658 shares 16,658 $2.22M 0.17% -162 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,658 shares; 2023Q1: 16,068 shares; 2023Q2: 39,110 shares; 2023Q3: 41,675 shares; 2023Q4: 42,056 shares; 2024Q1: 44,390 shares 44,390 $2.22M 0.17% +2,334 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 9,858 shares; 2023Q2: 10,268 shares; 2023Q3: 10,645 shares; 2023Q4: 10,831 shares; 2024Q1: 14,474 shares 14,474 $2.15M 0.17% +3,643 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 19,422 shares; 2023Q3: 19,654 shares; 2023Q4: 19,755 shares; 2024Q1: 18,796 shares 18,796 $2.13M 0.17% -959 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 42,616 shares; 2023Q2: 44,461 shares; 2023Q3: 42,721 shares; 2023Q4: 43,226 shares; 2024Q1: 44,636 shares 44,636 $2.12M 0.17% +1,410 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 4,683 shares; 2023Q2: 28,510 shares; 2023Q3: 27,040 shares; 2023Q4: 29,223 shares; 2024Q1: 30,151 shares 30,151 $2.11M 0.17% +928 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20,063 shares; 2023Q1: 19,163 shares; 2023Q2: 19,163 shares; 2023Q3: 19,163 shares; 2023Q4: 18,933 shares; 2024Q1: 18,933 shares 18,933 $2.09M 0.16% 0 Timeline JCPB 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 44,836 shares; 2023Q3: 43,820 shares; 2023Q4: 44,267 shares; 2024Q1: 44,224 shares 44,224 $2.06M 0.16% -43 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 24,543 shares; 2023Q3: 24,764 shares; 2023Q4: 25,180 shares; 2024Q1: 25,894 shares 25,894 $2.02M 0.16% +714 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,124 shares; 2023Q1: 2,504 shares; 2023Q2: 5,098 shares; 2023Q3: 5,122 shares; 2023Q4: 5,295 shares; 2024Q1: 5,484 shares 5,484 $2.01M 0.16% +189 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,151 shares; 2023Q3: 3,645 shares; 2023Q4: 3,694 shares; 2024Q1: 3,751 shares 3,751 $1.96M 0.15% +57 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 17,172 shares; 2023Q3: 15,471 shares; 2023Q4: 14,787 shares; 2024Q1: 13,614 shares 13,614 $1.96M 0.15% -1,173 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,489 shares; 2023Q1: 16,043 shares; 2023Q2: 16,030 shares; 2023Q3: 15,709 shares; 2023Q4: 15,871 shares; 2024Q1: 15,831 shares 15,831 $1.94M 0.15% -40 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 49,868 shares; 2024Q1: 49,951 shares 49,951 $1.87M 0.15% +83 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15,597 shares 15,597 $1.86M 0.15% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,891 shares; 2023Q1: 11,482 shares; 2023Q2: 16,934 shares; 2023Q3: 16,647 shares; 2023Q4: 16,145 shares; 2024Q1: 16,080 shares 16,080 $1.83M 0.14% -65 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 118,439 shares; 2023Q1: 31,905 shares; 2023Q2: 22,953 shares; 2023Q3: 22,905 shares; 2023Q4: 31,201 shares; 2024Q1: 24,528 shares 24,528 $1.82M 0.14% -6,673 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 9,763 shares; 2023Q2: 11,514 shares; 2023Q3: 12,279 shares; 2023Q4: 12,114 shares; 2024Q1: 12,464 shares 12,464 $1.81M 0.14% +350 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6,099 shares; 2023Q3: 6,149 shares; 2023Q4: 6,250 shares; 2024Q1: 7,623 shares 7,623 $1.8M 0.14% +1,373 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 46,190 shares; 2023Q3: 46,194 shares; 2023Q4: 49,290 shares; 2024Q1: 50,247 shares 50,247 $1.79M 0.14% +957 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,425 shares; 2023Q3: 5,632 shares; 2023Q4: 5,830 shares; 2024Q1: 6,122 shares 6,122 $1.78M 0.14% +292 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,058 shares; 2023Q3: 3,037 shares; 2023Q4: 3,095 shares; 2024Q1: 3,132 shares 3,132 $1.76M 0.14% +37 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 19,382 shares; 2023Q3: 19,389 shares; 2023Q4: 18,723 shares; 2024Q1: 18,590 shares 18,590 $1.74M 0.14% -133 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20,384 shares; 2023Q1: 20,176 shares; 2023Q2: 22,310 shares; 2023Q3: 21,253 shares; 2023Q4: 21,419 shares; 2024Q1: 21,419 shares 21,419 $1.71M 0.13% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,895 shares; 2023Q1: 3,817 shares; 2023Q2: 3,808 shares; 2023Q3: 3,810 shares; 2023Q4: 3,835 shares; 2024Q1: 3,936 shares 3,936 $1.67M 0.13% +101 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,740 shares; 2023Q1: 1,845 shares; 2023Q2: 1,811 shares; 2023Q3: 2,231 shares; 2023Q4: 1,990 shares; 2024Q1: 13,381 shares 13,381 $1.64M 0.13% +11,391 Timeline 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,284 shares; 2023Q1: 5,316 shares; 2023Q2: 6,551 shares; 2023Q3: 6,547 shares; 2023Q4: 6,508 shares; 2024Q1: 6,357 shares 6,357 $1.62M 0.13% -151 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 13,811 shares; 2023Q3: 13,491 shares; 2023Q4: 13,757 shares; 2024Q1: 14,346 shares 14,346 $1.61M 0.13% +589 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 12,293 shares; 2023Q2: 15,507 shares; 2023Q3: 15,702 shares; 2023Q4: 16,314 shares; 2024Q1: 16,474 shares 16,474 $1.59M 0.12% +160 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 70,865 shares; 2024Q1: 80,230 shares 80,230 $1.57M 0.12% +9,365 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,229 shares; 2023Q1: 35,851 shares; 2023Q2: 39,504 shares; 2023Q3: 39,149 shares; 2023Q4: 39,536 shares; 2024Q1: 41,407 shares 41,407 $1.57M 0.12% +1,871 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 18,836 shares; 2023Q2: 18,339 shares; 2023Q3: 23,210 shares; 2023Q4: 22,910 shares; 2024Q1: 22,767 shares 22,767 $1.57M 0.12% -143 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,527 shares; 2023Q1: 9,527 shares; 2023Q2: 5,077 shares; 2023Q3: 5,077 shares; 2023Q4: 5,076 shares; 2024Q1: 5,076 shares 5,076 $1.55M 0.12% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 3,210 shares; 2023Q2: 3,206 shares; 2023Q3: 3,223 shares; 2023Q4: 3,270 shares; 2024Q1: 3,323 shares 3,323 $1.54M 0.12% +53 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 16,797 shares; 2023Q2: 16,442 shares; 2023Q3: 16,425 shares; 2023Q4: 11,787 shares; 2024Q1: 11,650 shares 11,650 $1.53M 0.12% -137 Timeline JMSI 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 23,941 shares; 2023Q4: 23,946 shares; 2024Q1: 30,051 shares 30,051 $1.51M 0.12% +6,105 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 454 shares; 2024Q1: 2,641 shares 2,641 $1.51M 0.12% +2,187 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,199 shares 5,199 $1.51M 0.12% new IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,463 shares; 2023Q1: 7,078 shares; 2023Q2: 7,130 shares; 2023Q3: 7,030 shares; 2023Q4: 7,076 shares; 2024Q1: 7,056 shares 7,056 $1.48M 0.12% -20 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 33,998 shares; 2023Q2: 33,183 shares; 2023Q3: 33,193 shares; 2023Q4: 31,758 shares; 2024Q1: 31,823 shares 31,823 $1.47M 0.11% +65 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,157 shares; 2023Q3: 5,361 shares; 2023Q4: 5,123 shares; 2024Q1: 4,648 shares 4,648 $1.45M 0.11% -475 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,081 shares; 2023Q1: 2,789 shares; 2023Q2: 6,466 shares; 2023Q3: 6,199 shares; 2023Q4: 6,040 shares; 2024Q1: 5,772 shares 5,772 $1.44M 0.11% -268 Timeline LABORATORY CRP OF AMER HLDGS LABORATORY CRP OF AMER HLDGS More: the full row for LABORATORY CRP OF AMER HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6,379 shares; 2023Q3: 6,365 shares; 2023Q4: 6,559 shares; 2024Q1: 6,535 shares 6,535 $1.43M 0.11% -24 ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,746 shares; 2023Q1: 11,479 shares; 2023Q2: 11,452 shares; 2023Q3: 11,230 shares; 2023Q4: 11,278 shares; 2024Q1: 11,357 shares 11,357 $1.43M 0.11% +79 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 30,164 shares; 2023Q4: 32,612 shares; 2024Q1: 35,195 shares 35,195 $1.41M 0.11% +2,583 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 27,065 shares; 2023Q1: 27,065 shares; 2023Q2: 27,065 shares; 2023Q3: 27,065 shares; 2023Q4: 28,208 shares; 2024Q1: 28,208 shares 28,208 $1.38M 0.11% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 18,350 shares; 2023Q3: 18,350 shares; 2023Q4: 17,718 shares; 2024Q1: 16,163 shares 16,163 $1.36M 0.11% -1,555 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,603 shares 8,603 $1.32M 0.1% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,393 shares 6,393 $1.31M 0.1% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,037 shares; 2023Q1: 5,040 shares; 2023Q2: 24,272 shares; 2023Q3: 24,268 shares; 2023Q4: 9,900 shares; 2024Q1: 5,026 shares 5,026 $1.31M 0.1% -4,874 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 55,314 shares; 2023Q1: 41,703 shares; 2023Q2: 43,236 shares; 2023Q3: 44,842 shares; 2023Q4: 47,024 shares; 2024Q1: 50,530 shares 50,530 $1.28M 0.1% +3,506 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,673 shares; 2023Q1: 2,794 shares; 2023Q2: 2,795 shares; 2023Q3: 2,883 shares; 2023Q4: 3,568 shares; 2024Q1: 3,671 shares 3,671 $1.24M 0.1% +103 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,052 shares; 2023Q1: 7,186 shares; 2023Q2: 7,180 shares; 2023Q3: 6,979 shares; 2023Q4: 7,036 shares; 2024Q1: 7,295 shares 7,295 $1.23M 0.1% +259 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,790 shares; 2023Q1: 11,498 shares; 2023Q2: 52,676 shares; 2023Q3: 28,549 shares; 2023Q4: 26,565 shares; 2024Q1: 22,737 shares 22,737 $1.23M 0.1% -3,828 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15,654 shares 15,654 $1.23M 0.1% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,179 shares; 2023Q3: 7,366 shares; 2023Q4: 7,256 shares; 2024Q1: 7,238 shares 7,238 $1.18M 0.09% -18 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,738 shares; 2023Q1: 2,819 shares; 2023Q2: 3,124 shares; 2023Q3: 3,027 shares; 2023Q4: 2,921 shares; 2024Q1: 3,234 shares 3,234 $1.17M 0.09% +313 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 34,739 shares; 2023Q2: 25,482 shares; 2023Q3: 25,482 shares; 2023Q4: 22,527 shares; 2024Q1: 19,975 shares 19,975 $1.16M 0.09% -2,552 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,330 shares; 2023Q1: 8,382 shares; 2023Q2: 8,359 shares; 2023Q3: 8,190 shares; 2023Q4: 8,143 shares; 2024Q1: 8,087 shares 8,087 $1.14M 0.09% -56 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 49,537 shares; 2023Q1: 28,187 shares; 2023Q2: 33,022 shares; 2023Q3: 51,155 shares; 2023Q4: 78,993 shares; 2024Q1: 44,131 shares 44,131 $1.13M 0.09% -34,862 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,068 shares; 2023Q1: 1,072 shares; 2023Q2: 1,880 shares; 2023Q3: 1,890 shares; 2023Q4: 1,845 shares; 2024Q1: 1,546 shares 1,546 $1.11M 0.09% -299 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,202 shares; 2023Q1: 1,218 shares; 2023Q2: 1,218 shares; 2023Q3: 1,218 shares; 2023Q4: 1,129 shares; 2024Q1: 4,844 shares 4,844 $1.11M 0.09% +3,715 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,200 shares; 2023Q1: 10,373 shares; 2023Q2: 12,347 shares; 2023Q3: 11,253 shares; 2023Q4: 10,624 shares; 2024Q1: 10,868 shares 10,868 $1.06M 0.08% +244 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,626 shares; 2023Q1: 2,043 shares; 2023Q2: 2,016 shares; 2023Q3: 2,061 shares; 2023Q4: 2,122 shares; 2024Q1: 2,094 shares 2,094 $1.06M 0.08% -28 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 4,521 shares; 2023Q2: 4,769 shares; 2023Q3: 4,831 shares; 2023Q4: 4,921 shares; 2024Q1: 5,064 shares 5,064 $1.03M 0.08% +143 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 16,665 shares; 2023Q2: 16,265 shares; 2023Q3: 17,138 shares; 2023Q4: 15,381 shares; 2024Q1: 15,416 shares 15,416 $1.03M 0.08% +35 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,923 shares; 2023Q1: 11,923 shares; 2023Q2: 11,923 shares; 2023Q3: 11,923 shares; 2023Q4: 14,269 shares; 2024Q1: 14,269 shares 14,269 $1.03M 0.08% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 15,294 shares; 2023Q2: 13,263 shares; 2023Q3: 13,374 shares; 2023Q4: 13,381 shares; 2024Q1: 13,398 shares 13,398 $1.02M 0.08% +17 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,841 shares; 2023Q1: 18,390 shares; 2023Q2: 17,751 shares; 2023Q3: 17,578 shares; 2023Q4: 17,398 shares; 2024Q1: 17,390 shares 17,390 $1M 0.08% -8 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,854 shares; 2023Q1: 15,864 shares; 2023Q2: 15,818 shares; 2023Q3: 15,824 shares; 2023Q4: 15,831 shares; 2024Q1: 15,804 shares 15,804 $993K 0.08% -27 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 30,994 shares; 2023Q1: 31,001 shares; 2023Q2: 31,010 shares; 2023Q3: 31,114 shares; 2023Q4: 30,836 shares; 2024Q1: 29,939 shares 29,939 $978K 0.08% -897 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20,900 shares; 2023Q1: 20,161 shares; 2023Q2: 20,180 shares; 2023Q3: 20,180 shares; 2023Q4: 30,474 shares; 2024Q1: 30,254 shares 30,254 $975K 0.08% -220 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,465 shares; 2023Q1: 4,529 shares; 2023Q2: 6,047 shares; 2023Q3: 5,810 shares; 2023Q4: 5,667 shares; 2024Q1: 5,499 shares 5,499 $965K 0.08% -168 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,697 shares; 2023Q3: 2,674 shares; 2023Q4: 2,693 shares; 2024Q1: 2,656 shares 2,656 $943K 0.07% -37 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 20,120 shares; 2023Q3: 19,828 shares; 2023Q4: 20,059 shares; 2024Q1: 17,339 shares 17,339 $932K 0.07% -2,720 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,556 shares; 2023Q1: 6,365 shares; 2023Q2: 6,313 shares; 2023Q3: 6,279 shares; 2023Q4: 6,164 shares; 2024Q1: 6,153 shares 6,153 $909K 0.07% -11 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,014 shares; 2023Q1: 3,273 shares; 2023Q2: 3,166 shares; 2023Q3: 3,063 shares; 2023Q4: 3,124 shares; 2024Q1: 3,112 shares 3,112 $902K 0.07% -12 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,267 shares; 2023Q1: 2,262 shares; 2023Q2: 2,262 shares; 2023Q3: 2,262 shares; 2023Q4: 2,312 shares; 2024Q1: 2,262 shares 2,262 $900K 0.07% -50 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,064 shares; 2023Q1: 8,892 shares; 2023Q2: 22,516 shares; 2023Q3: 21,416 shares; 2023Q4: 21,404 shares; 2024Q1: 20,987 shares 20,987 $900K 0.07% -417 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,005 shares; 2023Q1: 3,753 shares; 2023Q2: 21,677 shares; 2023Q3: 5,818 shares; 2023Q4: 5,665 shares; 2024Q1: 5,112 shares 5,112 $884K 0.07% -553 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 7,370 shares; 2023Q2: 29,862 shares; 2023Q3: 27,179 shares; 2023Q4: 24,891 shares; 2024Q1: 23,119 shares 23,119 $871K 0.07% -1,772 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,831 shares; 2023Q1: 2,848 shares; 2023Q2: 2,718 shares; 2023Q3: 2,969 shares; 2023Q4: 2,816 shares; 2024Q1: 2,972 shares 2,972 $838K 0.07% +156 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,023 shares; 2023Q1: 4,608 shares; 2023Q2: 4,486 shares; 2023Q3: 4,295 shares; 2023Q4: 4,353 shares; 2024Q1: 4,312 shares 4,312 $826K 0.06% -41 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,510 shares; 2023Q1: 10,554 shares; 2023Q2: 10,510 shares; 2023Q3: 10,510 shares; 2023Q4: 10,510 shares; 2024Q1: 10,510 shares 10,510 $823K 0.06% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,320 shares; 2023Q1: 2,182 shares; 2023Q2: 2,881 shares; 2023Q3: 2,898 shares; 2023Q4: 2,812 shares; 2024Q1: 2,831 shares 2,831 $805K 0.06% +19 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,126 shares; 2023Q1: 1,384 shares; 2023Q2: 1,631 shares; 2023Q3: 1,853 shares; 2023Q4: 1,698 shares; 2024Q1: 1,657 shares 1,657 $798K 0.06% -41 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,541 shares; 2023Q1: 7,056 shares; 2023Q2: 9,977 shares; 2023Q3: 10,043 shares; 2023Q4: 10,556 shares; 2024Q1: 10,853 shares 10,853 $788K 0.06% +297 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 24,270 shares; 2023Q1: 34,673 shares; 2023Q2: 18,600 shares; 2023Q3: 18,514 shares; 2023Q4: 18,096 shares; 2024Q1: 17,821 shares 17,821 $787K 0.06% -275 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,439 shares; 2023Q1: 7,225 shares; 2023Q2: 7,086 shares; 2023Q3: 6,797 shares; 2023Q4: 6,927 shares; 2024Q1: 6,810 shares 6,810 $766K 0.06% -117 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,855 shares; 2023Q1: 11,983 shares; 2023Q2: 12,214 shares; 2023Q3: 13,527 shares; 2023Q4: 13,250 shares; 2024Q1: 12,997 shares 12,997 $756K 0.06% -253 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,731 shares; 2023Q3: 2,531 shares; 2023Q4: 2,531 shares; 2024Q1: 2,531 shares 2,531 $729K 0.06% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,998 shares; 2023Q1: 3,518 shares; 2023Q2: 3,897 shares; 2023Q3: 3,620 shares; 2023Q4: 3,749 shares; 2024Q1: 4,147 shares 4,147 $729K 0.06% +398 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,312 shares 4,312 $721K 0.06% new Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,270 shares; 2023Q1: 22,167 shares; 2023Q2: 33,751 shares; 2023Q3: 33,290 shares; 2023Q4: 21,288 shares; 2024Q1: 7,195 shares 7,195 $708K 0.06% -14,093 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,780 shares; 2023Q1: 3,780 shares; 2023Q2: 3,888 shares; 2023Q3: 5,993 shares; 2023Q4: 5,993 shares; 2024Q1: 5,993 shares 5,993 $691K 0.05% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 117,934 shares; 2023Q1: 114,307 shares; 2023Q2: 10,629 shares; 2023Q3: 10,441 shares; 2023Q4: 9,607 shares; 2024Q1: 8,977 shares 8,977 $688K 0.05% -630 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,151 shares; 2023Q1: 16,250 shares; 2023Q2: 15,577 shares; 2023Q3: 14,746 shares; 2023Q4: 14,216 shares; 2024Q1: 14,096 shares 14,096 $685K 0.05% -120 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,208 shares; 2023Q1: 10,216 shares; 2023Q2: 10,279 shares; 2023Q3: 10,003 shares; 2023Q4: 9,159 shares; 2024Q1: 9,234 shares 9,234 $676K 0.05% +75 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,946 shares; 2023Q1: 17,147 shares; 2023Q2: 17,708 shares; 2023Q3: 17,706 shares; 2023Q4: 17,722 shares; 2024Q1: 17,791 shares 17,791 $660K 0.05% +69 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,580 shares; 2023Q1: 3,620 shares; 2023Q2: 3,628 shares; 2023Q3: 3,628 shares; 2023Q4: 3,553 shares; 2024Q1: 3,642 shares 3,642 $652K 0.05% +89 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 4,987 shares; 2023Q2: 7,054 shares; 2023Q3: 6,948 shares; 2023Q4: 7,089 shares; 2024Q1: 7,222 shares 7,222 $650K 0.05% +133 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,284 shares; 2023Q1: 13,293 shares; 2023Q2: 13,302 shares; 2023Q3: 9,763 shares; 2023Q4: 9,774 shares; 2024Q1: 9,783 shares 9,783 $644K 0.05% +9 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 7,991 shares; 2023Q2: 7,971 shares; 2023Q3: 9,606 shares; 2023Q4: 8,889 shares; 2024Q1: 7,019 shares 7,019 $644K 0.05% -1,870 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,476 shares; 2023Q1: 7,254 shares; 2023Q2: 13,227 shares; 2023Q3: 12,868 shares; 2023Q4: 13,348 shares; 2024Q1: 7,032 shares 7,032 $643K 0.05% -6,316 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 464,574 shares; 2023Q1: 55,224 shares; 2023Q2: 70,444 shares; 2023Q3: 111,548 shares; 2023Q4: 79,244 shares; 2024Q1: 35,695 shares 35,695 $635K 0.05% -43,549 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,347 shares; 2023Q1: 1,895 shares; 2023Q2: 3,167 shares; 2023Q3: 3,180 shares; 2023Q4: 3,270 shares; 2024Q1: 3,524 shares 3,524 $614K 0.05% +254 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,913 shares; 2023Q3: 1,994 shares; 2023Q4: 2,025 shares; 2024Q1: 1,958 shares 1,958 $590K 0.05% -67 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,996 shares; 2023Q1: 3,415 shares; 2023Q2: 4,597 shares; 2023Q3: 4,264 shares; 2023Q4: 4,179 shares; 2024Q1: 4,623 shares 4,623 $588K 0.05% +444 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,843 shares; 2023Q1: 8,026 shares; 2023Q2: 8,929 shares; 2023Q3: 9,650 shares; 2023Q4: 10,632 shares; 2024Q1: 12,126 shares 12,126 $583K 0.05% +1,494 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,356 shares; 2023Q1: 1,427 shares; 2023Q2: 1,376 shares; 2023Q3: 1,301 shares; 2023Q4: 1,306 shares; 2024Q1: 1,267 shares 1,267 $576K 0.05% -39 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 7,443 shares; 2023Q2: 6,773 shares; 2023Q3: 6,773 shares; 2023Q4: 6,550 shares; 2024Q1: 5,710 shares 5,710 $574K 0.05% -840 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,608 shares; 2023Q3: 5,607 shares; 2023Q4: 6,021 shares; 2024Q1: 6,019 shares 6,019 $572K 0.04% -2 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 18,431 shares; 2023Q2: 16,135 shares; 2023Q3: 14,719 shares; 2023Q4: 8,569 shares; 2024Q1: 7,746 shares 7,746 $560K 0.04% -823 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,910 shares; 2023Q1: 15,699 shares; 2023Q2: 15,632 shares; 2023Q3: 15,015 shares; 2023Q4: 15,432 shares; 2024Q1: 15,858 shares 15,858 $553K 0.04% +426 Timeline XLY 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,173 shares; 2023Q1: 4,802 shares; 2023Q2: 3,321 shares; 2023Q3: 3,395 shares; 2023Q4: 3,214 shares; 2024Q1: 2,993 shares 2,993 $550K 0.04% -221 Timeline XPRO EXPRO GROUP HOLDINGS NV More: the full row for EXPRO GROUP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 39,052 shares; 2023Q1: 39,052 shares; 2023Q2: 37,052 shares; 2023Q3: 35,000 shares; 2023Q4: 32,489 shares; 2024Q1: 27,489 shares 27,489 $549K 0.04% -5,000 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,111 shares; 2023Q1: 13,011 shares; 2023Q2: 11,517 shares; 2023Q3: 11,427 shares; 2023Q4: 13,294 shares; 2024Q1: 13,264 shares 13,264 $545K 0.04% -30 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,770 shares; 2023Q1: 16,249 shares; 2023Q2: 60,476 shares; 2023Q3: 15,475 shares; 2023Q4: 8,962 shares; 2024Q1: 8,254 shares 8,254 $527K 0.04% -708 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,600 shares; 2023Q1: 5,435 shares; 2023Q2: 5,435 shares; 2023Q3: 10,870 shares; 2023Q4: 10,870 shares; 2024Q1: 10,870 shares 10,870 $525K 0.04% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,991 shares; 2023Q1: 11,333 shares; 2023Q2: 15,767 shares; 2023Q3: 12,176 shares; 2023Q4: 12,218 shares; 2024Q1: 12,040 shares 12,040 $522K 0.04% -178 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,420 shares; 2023Q1: 9,631 shares; 2023Q2: 8,280 shares; 2023Q3: 8,195 shares; 2023Q4: 8,010 shares; 2024Q1: 5,978 shares 5,978 $521K 0.04% -2,032 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,635 shares; 2023Q1: 14,635 shares; 2023Q2: 14,635 shares; 2023Q3: 14,635 shares; 2023Q4: 13,021 shares; 2024Q1: 12,358 shares 12,358 $517K 0.04% -663 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,495 shares; 2023Q1: 1,726 shares; 2023Q2: 1,802 shares; 2023Q3: 1,806 shares; 2023Q4: 1,810 shares; 2024Q1: 1,826 shares 1,826 $516K 0.04% +16 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,270 shares; 2023Q1: 5,270 shares; 2023Q2: 5,794 shares; 2023Q3: 5,544 shares; 2023Q4: 6,041 shares; 2024Q1: 6,098 shares 6,098 $513K 0.04% +57 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,427 shares; 2023Q1: 8,864 shares; 2023Q2: 8,810 shares; 2023Q3: 8,819 shares; 2023Q4: 8,888 shares; 2024Q1: 8,637 shares 8,637 $512K 0.04% -251 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,753 shares; 2023Q1: 4,896 shares; 2023Q2: 4,898 shares; 2023Q3: 4,898 shares; 2023Q4: 4,900 shares; 2024Q1: 4,900 shares 4,900 $509K 0.04% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,178 shares; 2023Q1: 2,362 shares; 2023Q2: 2,349 shares; 2023Q3: 2,475 shares; 2023Q4: 2,524 shares; 2024Q1: 2,601 shares 2,601 $502K 0.04% +77 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 825 shares; 2023Q1: 837 shares; 2023Q2: 821 shares; 2023Q3: 838 shares; 2023Q4: 831 shares; 2024Q1: 860 shares 860 $500K 0.04% +29 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,790 shares; 2023Q1: 3,017 shares; 2023Q2: 3,241 shares; 2023Q3: 3,121 shares; 2023Q4: 3,044 shares; 2024Q1: 3,008 shares 3,008 $498K 0.04% -36 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,093 shares; 2023Q1: 27,582 shares; 2023Q2: 27,520 shares; 2023Q3: 26,507 shares; 2023Q4: 26,549 shares; 2024Q1: 27,767 shares 27,767 $498K 0.04% +1,218 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,105 shares; 2023Q1: 1,111 shares; 2023Q2: 9,883 shares; 2023Q3: 9,707 shares; 2023Q4: 5,139 shares; 2024Q1: 1,211 shares 1,211 $497K 0.04% -3,928 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,249 shares; 2023Q1: 2,486 shares; 2023Q2: 2,324 shares; 2023Q3: 2,710 shares; 2023Q4: 2,410 shares; 2024Q1: 2,410 shares 2,410 $496K 0.04% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,541 shares; 2023Q1: 26,040 shares; 2023Q2: 3,947 shares; 2023Q3: 3,646 shares; 2023Q4: 3,708 shares; 2024Q1: 3,703 shares 3,703 $491K 0.04% -5 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,377 shares; 2023Q2: 1,637 shares; 2023Q3: 1,705 shares; 2023Q4: 1,223 shares; 2024Q1: 1,713 shares 1,713 $487K 0.04% +490 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,479 shares; 2023Q1: 7,349 shares; 2023Q2: 7,619 shares; 2023Q3: 7,410 shares; 2023Q4: 7,602 shares; 2024Q1: 7,598 shares 7,598 $484K 0.04% -4 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 25,044 shares; 2023Q2: 21,821 shares; 2023Q3: 20,717 shares; 2023Q4: 13,066 shares; 2024Q1: 9,660 shares 9,660 $475K 0.04% -3,406 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 175,629 shares; 2023Q1: 34,809 shares; 2023Q2: 16,512 shares; 2023Q3: 13,477 shares; 2023Q4: 13,806 shares; 2024Q1: 9,077 shares 9,077 $468K 0.04% -4,729 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,180 shares; 2023Q3: 1,182 shares; 2023Q4: 1,283 shares; 2024Q1: 1,312 shares 1,312 $459K 0.04% +29 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 2,548 shares; 2023Q2: 2,528 shares; 2023Q3: 2,615 shares; 2023Q4: 2,552 shares; 2024Q1: 2,553 shares 2,553 $452K 0.04% +1 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,400 shares; 2023Q3: 3,737 shares; 2023Q4: 3,074 shares; 2024Q1: 3,086 shares 3,086 $447K 0.04% +12 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,573 shares; 2023Q1: 5,631 shares; 2023Q2: 4,854 shares; 2023Q3: 4,780 shares; 2023Q4: 3,615 shares; 2024Q1: 3,617 shares 3,617 $445K 0.03% +2 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,996 shares; 2023Q1: 8,004 shares; 2023Q2: 7,962 shares; 2023Q3: 8,062 shares; 2023Q4: 8,093 shares; 2024Q1: 8,094 shares 8,094 $438K 0.03% +1 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 8,894 shares; 2023Q3: 8,894 shares; 2023Q4: 8,294 shares; 2024Q1: 8,619 shares 8,619 $438K 0.03% +325 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,088 shares; 2023Q2: 1,562 shares; 2023Q3: 1,524 shares; 2023Q4: 1,444 shares; 2024Q1: 1,447 shares 1,447 $434K 0.03% +3 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,002 shares; 2023Q1: 3,005 shares; 2023Q2: 2,988 shares; 2023Q3: 5,976 shares; 2023Q4: 5,976 shares; 2024Q1: 5,986 shares 5,986 $430K 0.03% +10 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,975 shares; 2023Q1: 5,560 shares; 2023Q2: 5,370 shares; 2023Q3: 4,620 shares; 2023Q4: 3,860 shares; 2024Q1: 3,860 shares 3,860 $425K 0.03% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,651 shares; 2023Q1: 7,651 shares; 2023Q2: 7,651 shares; 2023Q3: 7,651 shares; 2023Q4: 7,803 shares; 2024Q1: 7,803 shares 7,803 $424K 0.03% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,489 shares; 2023Q1: 4,584 shares; 2023Q2: 5,284 shares; 2023Q3: 2,372 shares; 2023Q4: 4,022 shares; 2024Q1: 3,672 shares 3,672 $419K 0.03% -350 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,826 shares; 2023Q1: 5,887 shares; 2023Q2: 5,803 shares; 2023Q3: 5,606 shares; 2023Q4: 5,297 shares; 2024Q1: 5,261 shares 5,261 $418K 0.03% -36 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 5,660 shares; 2023Q2: 6,510 shares; 2023Q3: not reported; 2023Q4: 4,715 shares; 2024Q1: 7,197 shares 7,197 $417K 0.03% +2,482 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,880 shares; 2023Q3: 5,880 shares; 2023Q4: 5,880 shares; 2024Q1: 5,880 shares 5,880 $416K 0.03% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,500 shares; 2023Q1: 1,502 shares; 2023Q2: 1,490 shares; 2023Q3: 1,493 shares; 2023Q4: 1,497 shares; 2024Q1: 1,517 shares 1,517 $407K 0.03% +20 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 171 shares; 2023Q1: 133 shares; 2023Q2: 129 shares; 2023Q3: 140 shares; 2023Q4: 129 shares; 2024Q1: 129 shares 129 $407K 0.03% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 91,124 shares; 2023Q1: 6,784 shares; 2023Q2: 3,453 shares; 2023Q3: 3,453 shares; 2023Q4: 3,594 shares; 2024Q1: 3,141 shares 3,141 $399K 0.03% -453 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,770 shares; 2023Q1: 1,770 shares; 2023Q2: 1,770 shares; 2023Q3: not reported; 2023Q4: 1,774 shares; 2024Q1: 1,774 shares 1,774 $399K 0.03% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 8,285 shares; 2023Q2: 8,285 shares; 2023Q3: 7,685 shares; 2023Q4: 7,685 shares; 2024Q1: 7,685 shares 7,685 $397K 0.03% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,337 shares; 2023Q1: 4,337 shares; 2023Q2: 4,337 shares; 2023Q3: 4,337 shares; 2023Q4: 4,337 shares; 2024Q1: 4,337 shares 4,337 $390K 0.03% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,815 shares; 2023Q1: 4,074 shares; 2023Q2: 3,914 shares; 2023Q3: 3,939 shares; 2023Q4: 3,825 shares; 2024Q1: 3,812 shares 3,812 $378K 0.03% -13 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,564 shares; 2024Q1: 3,205 shares 3,205 $378K 0.03% +641 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,621 shares; 2023Q1: 4,124 shares; 2023Q2: 4,124 shares; 2023Q3: 4,124 shares; 2023Q4: 4,124 shares; 2024Q1: 4,124 shares 4,124 $376K 0.03% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,134 shares; 2024Q1: 4,178 shares 4,178 $370K 0.03% +44 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,859 shares; 2024Q1: 1,883 shares 1,883 $369K 0.03% +24 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,953 shares; 2023Q1: not reported; 2023Q2: 3,452 shares; 2023Q3: 3,520 shares; 2023Q4: 3,766 shares; 2024Q1: 3,813 shares 3,813 $368K 0.03% +47 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,072 shares; 2023Q1: 25,920 shares; 2023Q2: 44,099 shares; 2023Q3: 43,590 shares; 2023Q4: 43,587 shares; 2024Q1: 43,094 shares 43,094 $366K 0.03% -493 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 686 shares; 2023Q1: 686 shares; 2023Q2: 686 shares; 2023Q3: 686 shares; 2023Q4: 686 shares; 2024Q1: 696 shares 696 $365K 0.03% +10 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 85,756 shares; 2023Q1: 12,017 shares; 2023Q2: 10,528 shares; 2023Q3: 12,181 shares; 2023Q4: 17,483 shares; 2024Q1: 9,866 shares 9,866 $361K 0.03% -7,617 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,158 shares; 2023Q3: 2,168 shares; 2023Q4: 2,263 shares; 2024Q1: 2,295 shares 2,295 $355K 0.03% +32 Timeline SFIX STITCH FIX INC More: the full row for STITCH FIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16,231 shares; 2024Q1: 134,189 shares 134,189 $354K 0.03% +117,958 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,678 shares; 2023Q1: 2,801 shares; 2023Q2: 2,801 shares; 2023Q3: 2,801 shares; 2023Q4: 2,801 shares; 2024Q1: 2,801 shares 2,801 $351K 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,820 shares; 2023Q1: 7,100 shares; 2023Q2: 14,869 shares; 2023Q3: 12,978 shares; 2023Q4: 10,787 shares; 2024Q1: 10,389 shares 10,389 $342K 0.03% -398 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,522 shares; 2023Q1: 1,333 shares; 2023Q2: 1,263 shares; 2023Q3: 1,270 shares; 2023Q4: 1,282 shares; 2024Q1: 1,320 shares 1,320 $336K 0.03% +38 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 27,027 shares; 2023Q2: 32,618 shares; 2023Q3: 31,823 shares; 2023Q4: 28,258 shares; 2024Q1: 28,458 shares 28,458 $335K 0.03% +200 CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 986 shares; 2023Q3: 983 shares; 2023Q4: 1,029 shares; 2024Q1: 1,046 shares 1,046 $333K 0.03% +17 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,929 shares; 2023Q3: not reported; 2023Q4: 3,100 shares; 2024Q1: 3,146 shares 3,146 $331K 0.03% +46 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,033 shares; 2023Q3: 2,166 shares; 2023Q4: 2,181 shares; 2024Q1: 2,213 shares 2,213 $329K 0.03% +32 Timeline XLI 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,481 shares; 2023Q1: 2,512 shares; 2023Q2: 2,490 shares; 2023Q3: 2,608 shares; 2023Q4: 2,608 shares; 2024Q1: 2,608 shares 2,608 $329K 0.03% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,273 shares; 2023Q3: 3,528 shares; 2023Q4: 3,349 shares; 2024Q1: 3,359 shares 3,359 $325K 0.03% +10 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 939 shares 939 $323K 0.03% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,297 shares; 2023Q1: 3,297 shares; 2023Q2: 3,297 shares; 2023Q3: 3,297 shares; 2023Q4: 4,017 shares; 2024Q1: 4,054 shares 4,054 $315K 0.02% +37 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,590 shares; 2023Q3: 3,590 shares; 2023Q4: 3,748 shares; 2024Q1: 3,815 shares 3,815 $315K 0.02% +67 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,112 shares; 2023Q1: 3,112 shares; 2023Q2: 3,112 shares; 2023Q3: 3,112 shares; 2023Q4: 3,112 shares; 2024Q1: 3,112 shares 3,112 $314K 0.02% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,120 shares; 2023Q3: 3,104 shares; 2023Q4: 3,296 shares; 2024Q1: 3,476 shares 3,476 $311K 0.02% +180 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,786 shares; 2023Q1: 5,899 shares; 2023Q2: 5,805 shares; 2023Q3: 5,579 shares; 2023Q4: 5,718 shares; 2024Q1: 5,799 shares 5,799 $310K 0.02% +81 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,158 shares; 2023Q3: 1,605 shares; 2023Q4: 1,760 shares; 2024Q1: 1,743 shares 1,743 $308K 0.02% -17 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,857 shares; 2024Q1: 1,863 shares 1,863 $304K 0.02% +6 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,092 shares 2,092 $301K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,637 shares; 2023Q1: 7,429 shares; 2023Q2: 7,864 shares; 2023Q3: 6,323 shares; 2023Q4: 6,542 shares; 2024Q1: 6,889 shares 6,889 $300K 0.02% +347 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,552 shares; 2023Q1: 2,552 shares; 2023Q2: 2,557 shares; 2023Q3: 2,552 shares; 2023Q4: 2,552 shares; 2024Q1: 2,562 shares 2,562 $299K 0.02% +10 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 34,597 shares; 2023Q3: 34,038 shares; 2023Q4: 34,223 shares; 2024Q1: 5,215 shares 5,215 $287K 0.02% -29,008 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,132 shares; 2023Q3: 5,132 shares; 2023Q4: 5,337 shares; 2024Q1: 5,492 shares 5,492 $286K 0.02% +155 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,462 shares; 2024Q1: 1,496 shares 1,496 $284K 0.02% +34 Timeline JPST 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 15,064 shares; 2023Q3: 17,416 shares; 2023Q4: 10,530 shares; 2024Q1: 5,575 shares 5,575 $281K 0.02% -4,955 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,312 shares 1,312 $280K 0.02% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 324 shares; 2023Q3: 320 shares; 2023Q4: 217 shares; 2024Q1: 221 shares 221 $276K 0.02% +4 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,269 shares; 2023Q1: 10,074 shares; 2023Q2: 10,083 shares; 2023Q3: 10,083 shares; 2023Q4: 9,795 shares; 2024Q1: 9,798 shares 9,798 $275K 0.02% +3 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,420 shares; 2023Q3: 1,409 shares; 2023Q4: 1,512 shares; 2024Q1: 1,596 shares 1,596 $273K 0.02% +84 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,037 shares; 2024Q1: 3,108 shares 3,108 $272K 0.02% +71 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,720 shares; 2023Q1: 28,828 shares; 2023Q2: 12,691 shares; 2023Q3: 12,647 shares; 2023Q4: 12,700 shares; 2024Q1: 9,250 shares 9,250 $270K 0.02% -3,450 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 31,251 shares; 2023Q2: 32,886 shares; 2023Q3: 32,886 shares; 2023Q4: 30,646 shares; 2024Q1: 30,646 shares 30,646 $267K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,252 shares 1,252 $259K 0.02% new Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,322 shares; 2023Q3: 2,299 shares; 2023Q4: 2,397 shares; 2024Q1: 2,369 shares 2,369 $259K 0.02% -28 Timeline SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 739 shares; 2023Q4: 885 shares; 2024Q1: 256 shares 256 $259K 0.02% -629 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,664 shares; 2023Q1: 4,664 shares; 2023Q2: 4,803 shares; 2023Q3: 4,793 shares; 2023Q4: 4,793 shares; 2024Q1: 4,763 shares 4,763 $256K 0.02% -30 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,871 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,843 shares; 2024Q1: 2,855 shares 2,855 $252K 0.02% +12 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 409 shares; 2023Q4: 361 shares; 2024Q1: 388 shares 388 $252K 0.02% +27 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 927 shares 927 $252K 0.02% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,707 shares; 2023Q1: 2,720 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,895 shares; 2024Q1: 3,102 shares 3,102 $252K 0.02% +207 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,823 shares; 2024Q1: 6,838 shares 6,838 $252K 0.02% +1,015 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,217 shares 3,217 $251K 0.02% new Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,521 shares 6,521 $251K 0.02% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,717 shares; 2023Q3: 1,796 shares; 2023Q4: 1,540 shares; 2024Q1: 1,516 shares 1,516 $250K 0.02% -24 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,563 shares; 2023Q1: 4,563 shares; 2023Q2: 4,563 shares; 2023Q3: 4,563 shares; 2023Q4: 4,563 shares; 2024Q1: 4,563 shares 4,563 $250K 0.02% 0 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,264 shares; 2023Q3: not reported; 2023Q4: 4,827 shares; 2024Q1: 4,827 shares 4,827 $250K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,327 shares; 2023Q1: 9,094 shares; 2023Q2: 9,141 shares; 2023Q3: 1,610 shares; 2023Q4: 1,520 shares; 2024Q1: 1,510 shares 1,510 $246K 0.02% -10 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,498 shares; 2023Q3: 1,499 shares; 2023Q4: 1,499 shares; 2024Q1: 1,381 shares 1,381 $242K 0.02% -118 Timeline XLRE 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 5,968 shares; 2023Q2: 6,107 shares; 2023Q3: 6,238 shares; 2023Q4: 6,238 shares; 2024Q1: 6,113 shares 6,113 $242K 0.02% -125 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,623 shares; 2024Q1: 11,170 shares 11,170 $240K 0.02% +1,547 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,150 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,934 shares; 2023Q4: 2,001 shares; 2024Q1: 1,817 shares 1,817 $239K 0.02% -184 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,291 shares; 2023Q1: 7,424 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,679 shares; 2024Q1: 5,691 shares 5,691 $238K 0.02% +12 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,923 shares; 2024Q1: 9,052 shares 9,052 $238K 0.02% +129 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,018 shares; 2024Q1: 1,054 shares 1,054 $235K 0.02% +36 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,775 shares; 2024Q1: 1,801 shares 1,801 $235K 0.02% +26 Timeline XLC 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,329 shares; 2023Q1: 7,223 shares; 2023Q2: 3,577 shares; 2023Q3: 3,580 shares; 2023Q4: 3,160 shares; 2024Q1: 2,859 shares 2,859 $233K 0.02% -301 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,167 shares; 2024Q1: 1,178 shares 1,178 $233K 0.02% +11 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,663 shares; 2023Q1: 3,663 shares; 2023Q2: 3,663 shares; 2023Q3: 3,663 shares; 2023Q4: 3,663 shares; 2024Q1: 3,663 shares 3,663 $232K 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,989 shares; 2024Q1: 3,166 shares 3,166 $229K 0.02% +177 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 13,050 shares; 2023Q2: 13,699 shares; 2023Q3: 14,097 shares; 2023Q4: 15,927 shares; 2024Q1: 2,153 shares 2,153 $228K 0.02% -13,774 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,561 shares; 2023Q3: 3,534 shares; 2023Q4: 3,726 shares; 2024Q1: 3,775 shares 3,775 $228K 0.02% +49 BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 868 shares; 2023Q1: 947 shares; 2023Q2: 841 shares; 2023Q3: 836 shares; 2023Q4: 916 shares; 2024Q1: 921 shares 921 $228K 0.02% +5 Timeline TMFG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,432 shares; 2024Q1: 7,432 shares 7,432 $225K 0.02% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,812 shares 1,812 $224K 0.02% new Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,228 shares; 2024Q1: 1,245 shares 1,245 $224K 0.02% +17 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,531 shares; 2023Q1: 7,051 shares; 2023Q2: 6,637 shares; 2023Q3: not reported; 2023Q4: 5,652 shares; 2024Q1: 5,729 shares 5,729 $224K 0.02% +77 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,730 shares 2,730 $223K 0.02% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,226 shares; 2023Q3: not reported; 2023Q4: 2,200 shares; 2024Q1: 2,210 shares 2,210 $223K 0.02% +10 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 3,186 shares; 2023Q2: 3,186 shares; 2023Q3: 3,146 shares; 2023Q4: 2,506 shares; 2024Q1: 2,346 shares 2,346 $223K 0.02% -160 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 6,364 shares; 2023Q2: 6,364 shares; 2023Q3: 6,364 shares; 2023Q4: 4,994 shares; 2024Q1: 4,494 shares 4,494 $220K 0.02% -500 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 439 shares; 2023Q3: not reported; 2023Q4: 442 shares; 2024Q1: 450 shares 450 $215K 0.02% +8 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,245 shares; 2024Q1: 2,245 shares 2,245 $212K 0.02% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 17,571 shares; 2023Q3: 17,678 shares; 2023Q4: 17,589 shares; 2024Q1: 1,298 shares 1,298 $210K 0.02% -16,291 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,903 shares; 2023Q3: 2,998 shares; 2023Q4: 2,762 shares; 2024Q1: 2,703 shares 2,703 $207K 0.02% -59 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares 1,000 $205K 0.02% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,397 shares; 2023Q1: 3,468 shares; 2023Q2: 3,468 shares; 2023Q3: 3,544 shares; 2023Q4: not reported; 2024Q1: 3,115 shares 3,115 $204K 0.02% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,271 shares; 2023Q1: 4,615 shares; 2023Q2: 3,775 shares; 2023Q3: 3,694 shares; 2023Q4: 3,037 shares; 2024Q1: 2,561 shares 2,561 $204K 0.02% -476 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,274 shares 1,274 $202K 0.02% new Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,529 shares 3,529 $201K 0.02% new Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,887 shares; 2024Q1: 5,196 shares 5,196 $200K 0.02% +309 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,347 shares; 2023Q3: not reported; 2023Q4: 3,310 shares; 2024Q1: 3,316 shares 3,316 $200K 0.02% +6 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,655 shares; 2023Q1: 15,655 shares; 2023Q2: 15,655 shares; 2023Q3: 21,711 shares; 2023Q4: 21,866 shares; 2024Q1: 15,430 shares 15,430 $195K 0.02% -6,436 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,042 shares; 2023Q1: 15,608 shares; 2023Q2: 15,381 shares; 2023Q3: 20,635 shares; 2023Q4: 18,055 shares; 2024Q1: 25,043 shares 25,043 $180K 0.01% +6,988 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 20,942 shares; 2023Q4: 20,602 shares; 2024Q1: 20,302 shares 20,302 $158K 0.01% -300 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,329 shares 10,329 $137K 0.01% new Timeline