QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 586,749 shares 586,749 $100M 7.74% -42,287 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 140,198 shares 140,198 $62.7M 4.84% +797 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; 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; 2024Q2: 302,826 shares 302,826 $49.7M 3.84% -12,962 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 224,056 shares 224,056 $47.2M 3.64% +5,834 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; 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; 2024Q2: 176,675 shares 176,675 $34.1M 2.64% +5,347 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; 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; 2024Q2: 155,071 shares 155,071 $31.4M 2.42% -3,235 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 153,163 shares 153,163 $27.9M 2.15% +1,137 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; 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; 2024Q2: 38,944 shares 38,944 $21.2M 1.64% +1,320 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 167,880 shares 167,880 $20.7M 1.6% +151,819 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; 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; 2024Q2: 38,905 shares 38,905 $19.6M 1.51% -323 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; 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; 2024Q2: 20,493 shares 20,493 $18.6M 1.43% +31 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 309,000 shares 309,000 $18.3M 1.41% -18,962 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; 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; 2024Q2: 32,999 shares 32,999 $17.7M 1.36% -95 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; 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; 2024Q2: 105,135 shares 105,135 $17.3M 1.34% -4,741 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; 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; 2024Q2: 37,999 shares 37,999 $17.2M 1.33% -2,400 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 348,418 shares 348,418 $15.8M 1.22% -197,701 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 251,389 shares 251,389 $15.4M 1.19% -11,894 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; 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; 2024Q2: 149,353 shares 149,353 $15.1M 1.17% +7,909 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; 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; 2024Q2: 34,980 shares 34,980 $14.2M 1.1% -670 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 222,168 shares 222,168 $14.1M 1.09% +12,986 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 23,934 shares 23,934 $13.1M 1.01% +1 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 83,314 shares 83,314 $13M 1.01% +2,465 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; 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; 2024Q2: 258,349 shares 258,349 $12.8M 0.99% +9,220 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 68,829 shares 68,829 $12.6M 0.97% +991 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 7,774 shares 7,774 $12.5M 0.96% -1,050 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 46,560 shares 46,560 $12.2M 0.94% +663 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; 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; 2024Q2: 56,172 shares 56,172 $11.9M 0.92% -667 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; 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; 2024Q2: 171,552 shares 171,552 $10.8M 0.83% -10,323 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; 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; 2024Q2: 125,897 shares 125,897 $9.81M 0.76% +8,865 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 69,894 shares 69,894 $9.59M 0.74% +825 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; 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; 2024Q2: 35,050 shares 35,050 $9.38M 0.72% -1,463 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; 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; 2024Q2: 48,037 shares 48,037 $9.34M 0.72% +26,994 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; 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; 2024Q2: 42,400 shares 42,400 $9.25M 0.71% -354 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 329,269 shares 329,269 $9.21M 0.71% -8,434 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; 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; 2024Q2: 60,324 shares 60,324 $9.16M 0.71% +66 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; 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; 2024Q2: 67,379 shares 67,379 $9.04M 0.7% -1,976 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; 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; 2024Q2: 98,267 shares 98,267 $8.96M 0.69% -12,516 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; 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; 2024Q2: 79,618 shares 79,618 $8.64M 0.67% -1,855 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; 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; 2024Q2: 17,693 shares 17,693 $8.48M 0.65% +1,399 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 47,398 shares 47,398 $8.22M 0.63% +2,509 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; 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; 2024Q2: 65,176 shares 65,176 $8.07M 0.62% +3,804 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; 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; 2024Q2: 28,708 shares 28,708 $7.64M 0.59% -586 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 11,265 shares 11,265 $7.6M 0.59% +150 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 45,401 shares 45,401 $7.49M 0.58% -228 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 14,545 shares; 2023Q3: 14,951 shares; 2023Q4: 15,223 shares; 2024Q1: 15,128 shares; 2024Q2: 15,158 shares 15,158 $7.1M 0.55% +30 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; 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; 2024Q2: 13,434 shares 13,434 $6.84M 0.53% +110 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; 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; 2024Q2: 28,290 shares 28,290 $6.84M 0.53% +285 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; 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; 2024Q2: 13,369 shares 13,369 $6.69M 0.52% +952 Timeline 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; 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; 2024Q2: 151,122 shares 151,122 $6.64M 0.51% -5,781 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; 2022Q3: restricted; 2022Q4: 422 shares; 2023Q1: 436 shares; 2023Q2: 7,901 shares; 2023Q3: 7,965 shares; 2023Q4: 8,058 shares; 2024Q1: 7,985 shares; 2024Q2: 8,101 shares 8,101 $6.38M 0.49% +116 ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 37,101 shares 37,101 $6.36M 0.49% +359 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 110,915 shares 110,915 $6.35M 0.49% -36,933 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; 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; 2024Q2: 20,365 shares 20,365 $6.27M 0.48% +474 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 105,484 shares 105,484 $6.17M 0.48% -1,206 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; 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; 2024Q2: 27,076 shares 27,076 $6.13M 0.47% +5,947 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; 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; 2024Q2: 51,779 shares 51,779 $5.96M 0.46% -793 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 40,257 shares 40,257 $5.88M 0.45% -6,634 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,754 shares; 2023Q3: 1,824 shares; 2023Q4: 1,816 shares; 2024Q1: 1,811 shares; 2024Q2: 92,884 shares 92,884 $5.82M 0.45% +91,073 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,909 shares; 2024Q1: 5,944 shares; 2024Q2: 9,921 shares 9,921 $5.79M 0.45% +3,977 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 146,440 shares; 2023Q3: 143,010 shares; 2023Q4: 171,100 shares; 2024Q1: 172,460 shares; 2024Q2: 286,894 shares 286,894 $5.65M 0.44% +114,434 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 59,636 shares; 2024Q1: 59,350 shares; 2024Q2: 59,390 shares 59,390 $5.45M 0.42% +40 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 75,191 shares 75,191 $5.43M 0.42% +5,147 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; 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; 2024Q2: 23,365 shares 23,365 $5.41M 0.42% +1 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; 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; 2024Q2: 11,470 shares 11,470 $5.36M 0.41% +484 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 49,286 shares 49,286 $5.26M 0.41% -4,031 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; 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; 2024Q2: 120,283 shares 120,283 $4.96M 0.38% +7,176 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; 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; 2024Q2: 26,622 shares 26,622 $4.86M 0.38% -534 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 16,984 shares; 2023Q3: 17,241 shares; 2023Q4: 17,584 shares; 2024Q1: 17,088 shares; 2024Q2: 17,517 shares 17,517 $4.85M 0.37% +429 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; 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; 2024Q2: 21,417 shares 21,417 $4.85M 0.37% +2,066 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 37,932 shares 37,932 $4.78M 0.37% +23,458 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; 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; 2024Q2: 186,475 shares 186,475 $4.72M 0.36% -3,738 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; 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; 2024Q2: 5,539 shares 5,539 $4.71M 0.36% +59 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; 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; 2024Q2: 96,911 shares 96,911 $4.59M 0.35% -12,503 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 65,658 shares 65,658 $4.45M 0.34% +2,753 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; 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; 2024Q2: 67,871 shares 67,871 $4.32M 0.33% +2,880 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; 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; 2024Q2: 29,156 shares 29,156 $4.02M 0.31% -619 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 785 shares; 2023Q3: 8,655 shares; 2023Q4: 8,832 shares; 2024Q1: 9,088 shares; 2024Q2: 9,286 shares 9,286 $3.97M 0.31% +198 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; 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; 2024Q2: 207,276 shares 207,276 $3.96M 0.31% -19,518 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; 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; 2024Q2: 11,439 shares 11,439 $3.94M 0.3% +552 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; 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; 2024Q2: 50,103 shares 50,103 $3.9M 0.3% -3,122 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 36,278 shares 36,278 $3.87M 0.3% -375 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 55,905 shares 55,905 $3.75M 0.29% -3,900 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; 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; 2024Q2: 17,503 shares 17,503 $3.74M 0.29% -10 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,799 shares; 2023Q3: 4,763 shares; 2023Q4: 4,741 shares; 2024Q1: 6,636 shares; 2024Q2: 7,134 shares 7,134 $3.61M 0.28% +498 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; 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; 2024Q2: 65,250 shares 65,250 $3.59M 0.28% +2,429 BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 34,710 shares 34,710 $3.55M 0.27% -1,174 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; 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; 2024Q2: 20,539 shares 20,539 $3.55M 0.27% +840 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; 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; 2024Q2: 81,165 shares 81,165 $3.55M 0.27% +1,141 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 57,378 shares 57,378 $3.53M 0.27% -2,612 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; 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; 2024Q2: 13,825 shares 13,825 $3.45M 0.27% +512 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 41,690 shares; 2023Q3: 44,845 shares; 2023Q4: 40,915 shares; 2024Q1: 38,716 shares; 2024Q2: 33,991 shares 33,991 $3.38M 0.26% -4,725 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; 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; 2024Q2: 116,631 shares 116,631 $3.31M 0.26% -7,300 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 15,527 shares; 2023Q3: 16,033 shares; 2023Q4: 16,165 shares; 2024Q1: 21,705 shares; 2024Q2: 22,449 shares 22,449 $3.07M 0.24% +744 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 38,905 shares 38,905 $3.02M 0.23% -535 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 18,746 shares 18,746 $2.98M 0.23% +13,247 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; 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; 2024Q2: 146,362 shares 146,362 $2.91M 0.22% -174,195 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,159 shares; 2023Q2: 1,461 shares; 2023Q3: 1,414 shares; 2023Q4: 1,355 shares; 2024Q1: 713 shares; 2024Q2: 711 shares 711 $2.82M 0.22% -2 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,676 shares; 2023Q3: 2,694 shares; 2023Q4: 2,752 shares; 2024Q1: 2,669 shares; 2024Q2: 2,652 shares 2,652 $2.79M 0.22% -17 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; 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; 2024Q2: 56,891 shares 56,891 $2.76M 0.21% +259 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; 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; 2024Q2: 45,824 shares 45,824 $2.69M 0.21% +1,526 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,365 shares; 2023Q4: 2,430 shares; 2024Q1: 3,219 shares; 2024Q2: 3,401 shares 3,401 $2.68M 0.21% +182 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; 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; 2024Q2: 64,797 shares 64,797 $2.66M 0.21% +2,059 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 20,983 shares; 2023Q3: 20,649 shares; 2023Q4: 21,277 shares; 2024Q1: 21,401 shares; 2024Q2: 21,257 shares 21,257 $2.63M 0.2% -144 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; 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; 2024Q2: 10,734 shares 10,734 $2.6M 0.2% +290 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; 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; 2024Q2: 17,728 shares 17,728 $2.43M 0.19% +1,722 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; 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; 2024Q2: 36,742 shares 36,742 $2.4M 0.19% +6,591 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; 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; 2024Q2: 202,636 shares 202,636 $2.34M 0.18% -10,067 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 20,595 shares 20,595 $2.31M 0.18% +2,029 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 49,868 shares; 2024Q1: 49,951 shares; 2024Q2: 56,149 shares 56,149 $2.31M 0.18% +6,198 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; 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; 2024Q2: 16,670 shares 16,670 $2.28M 0.18% +12 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; 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; 2024Q2: 39,808 shares 39,808 $2.25M 0.17% -510 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; 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; 2024Q2: 35,100 shares 35,100 $2.22M 0.17% -5,781 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 44,966 shares 44,966 $2.13M 0.16% +330 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; 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; 2024Q2: 21,242 shares 21,242 $2.13M 0.16% -6,225 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 19,233 shares 19,233 $2.13M 0.16% +300 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 17,172 shares; 2023Q3: 15,471 shares; 2023Q4: 14,787 shares; 2024Q1: 13,614 shares; 2024Q2: 13,615 shares 13,615 $2.07M 0.16% +1 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6,099 shares; 2023Q3: 6,149 shares; 2023Q4: 6,250 shares; 2024Q1: 7,623 shares; 2024Q2: 7,610 shares 7,610 $2.05M 0.16% -13 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 13,811 shares; 2023Q3: 13,491 shares; 2023Q4: 13,757 shares; 2024Q1: 14,346 shares; 2024Q2: 18,477 shares 18,477 $2.05M 0.16% +4,131 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 19,422 shares; 2023Q3: 19,654 shares; 2023Q4: 19,755 shares; 2024Q1: 18,796 shares; 2024Q2: 18,476 shares 18,476 $2.04M 0.16% -320 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15,597 shares; 2024Q2: 17,017 shares 17,017 $2.03M 0.16% +1,420 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 44,836 shares; 2023Q3: 43,820 shares; 2023Q4: 44,267 shares; 2024Q1: 44,224 shares; 2024Q2: 43,192 shares 43,192 $2M 0.15% -1,032 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 19,382 shares; 2023Q3: 19,389 shares; 2023Q4: 18,723 shares; 2024Q1: 18,590 shares; 2024Q2: 19,114 shares 19,114 $1.99M 0.15% +524 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; 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; 2024Q2: 12,830 shares 12,830 $1.94M 0.15% +366 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,425 shares; 2023Q3: 5,632 shares; 2023Q4: 5,830 shares; 2024Q1: 6,122 shares; 2024Q2: 6,721 shares 6,721 $1.93M 0.15% +599 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; 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; 2024Q2: 96,734 shares 96,734 $1.93M 0.15% -13,912 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,939 shares 13,939 $1.93M 0.15% new Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 24,543 shares; 2023Q3: 24,764 shares; 2023Q4: 25,180 shares; 2024Q1: 25,894 shares; 2024Q2: 25,783 shares 25,783 $1.91M 0.15% -111 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,199 shares; 2024Q2: 5,354 shares 5,354 $1.88M 0.14% +155 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 46,190 shares; 2023Q3: 46,194 shares; 2023Q4: 49,290 shares; 2024Q1: 50,247 shares; 2024Q2: 52,068 shares 52,068 $1.87M 0.14% +1,821 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 27,384 shares 27,384 $1.86M 0.14% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 38,286 shares; 2023Q3: 37,620 shares; 2023Q4: 37,271 shares; 2024Q1: 29,039 shares; 2024Q2: 20,177 shares 20,177 $1.85M 0.14% -8,862 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; 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; 2024Q2: 4,109 shares 4,109 $1.83M 0.14% +173 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 25,002 shares 25,002 $1.82M 0.14% +474 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 24,087 shares 24,087 $1.82M 0.14% -1,969 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 70,865 shares; 2024Q1: 80,230 shares; 2024Q2: 90,759 shares 90,759 $1.77M 0.14% +10,529 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,730 shares; 2024Q2: 19,911 shares 19,911 $1.72M 0.13% +17,181 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 14,511 shares 14,511 $1.72M 0.13% +1,130 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,217 shares; 2024Q2: 20,318 shares 20,318 $1.71M 0.13% +17,101 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; 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; 2024Q2: 63,837 shares 63,837 $1.7M 0.13% +13,307 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 5,076 shares 5,076 $1.69M 0.13% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 23,941 shares; 2023Q4: 23,946 shares; 2024Q1: 30,051 shares; 2024Q2: 33,340 shares 33,340 $1.68M 0.13% +3,289 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 4,981 shares 4,981 $1.66M 0.13% -503 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 454 shares; 2024Q1: 2,641 shares; 2024Q2: 2,773 shares 2,773 $1.65M 0.13% +132 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 20,953 shares 20,953 $1.64M 0.13% -466 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; 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; 2024Q2: 11,418 shares 11,418 $1.63M 0.13% -232 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; 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; 2024Q2: 40,680 shares 40,680 $1.62M 0.12% -727 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 15,385 shares 15,385 $1.6M 0.12% -695 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 11,270 shares 11,270 $1.59M 0.12% -87 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; 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; 2024Q2: 15,874 shares 15,874 $1.59M 0.12% -600 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 7,880 shares 7,880 $1.57M 0.12% +585 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; 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; 2024Q2: 15,616 shares 15,616 $1.55M 0.12% -215 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,993 shares; 2023Q3: not reported; 2023Q4: 75,379 shares; 2024Q1: 29,382 shares; 2024Q2: 19,730 shares 19,730 $1.5M 0.12% -9,652 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 18,350 shares; 2023Q3: 18,350 shares; 2023Q4: 17,718 shares; 2024Q1: 16,163 shares; 2024Q2: 15,861 shares 15,861 $1.47M 0.11% -302 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,328 shares 3,328 $1.46M 0.11% +5 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 82,035 shares 82,035 $1.46M 0.11% new 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; 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; 2024Q2: 21,697 shares 21,697 $1.45M 0.11% -1,070 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; 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; 2024Q2: 9,754 shares 9,754 $1.42M 0.11% +3,601 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; 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; 2024Q2: 31,438 shares 31,438 $1.42M 0.11% -385 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,496 shares 4,496 $1.41M 0.11% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 6,906 shares 6,906 $1.4M 0.11% -150 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,157 shares; 2023Q3: 5,361 shares; 2023Q4: 5,123 shares; 2024Q1: 4,648 shares; 2024Q2: 4,469 shares 4,469 $1.4M 0.11% -179 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; 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; 2024Q2: 5,841 shares 5,841 $1.39M 0.11% +69 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 18,842 shares 18,842 $1.37M 0.11% new 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; 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; 2024Q2: 6,352 shares 6,352 $1.36M 0.11% -5 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,672 shares 3,672 $1.34M 0.1% +1 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,607 shares 11,607 $1.34M 0.1% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 28,492 shares 28,492 $1.33M 0.1% +284 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 13,010 shares 13,010 $1.31M 0.1% +2,142 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; 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; 2024Q2: 5,090 shares 5,090 $1.29M 0.1% +64 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,603 shares; 2024Q2: 9,111 shares 9,111 $1.27M 0.1% +508 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; 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; 2024Q2: 5,749 shares 5,749 $1.25M 0.1% +905 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 2,138 shares 2,138 $1.19M 0.09% +44 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; 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; 2024Q2: 19,975 shares 19,975 $1.16M 0.09% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 31,086 shares 31,086 $1.12M 0.09% +7,967 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 15,361 shares 15,361 $1.12M 0.09% +1,092 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; 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; 2024Q2: 42,834 shares 42,834 $1.09M 0.08% -1,297 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; 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; 2024Q2: 3,245 shares 3,245 $1.07M 0.08% +11 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; 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; 2024Q2: 14,663 shares 14,663 $1.06M 0.08% +3,810 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; 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; 2024Q2: 17,479 shares 17,479 $1.05M 0.08% +89 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; 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; 2024Q2: 13,458 shares 13,458 $1.03M 0.08% +60 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; 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; 2024Q2: 5,032 shares 5,032 $1.02M 0.08% -32 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,697 shares; 2023Q3: 2,674 shares; 2023Q4: 2,693 shares; 2024Q1: 2,656 shares; 2024Q2: 2,586 shares 2,586 $998K 0.08% -70 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 30,254 shares 30,254 $955K 0.07% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,114 shares 3,114 $934K 0.07% +2 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 29,112 shares 29,112 $907K 0.07% -827 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; 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; 2024Q2: 2,294 shares 2,294 $897K 0.07% +32 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; 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; 2024Q2: 14,776 shares 14,776 $893K 0.07% -1,028 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; 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; 2024Q2: 14,947 shares 14,947 $867K 0.07% -469 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 8,068 shares 8,068 $854K 0.07% -19 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; 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; 2024Q2: 4,225 shares 4,225 $821K 0.06% -87 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; 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; 2024Q2: 13,001 shares 13,001 $820K 0.06% +4 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; 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; 2024Q2: 16,944 shares 16,944 $805K 0.06% -27,446 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; 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; 2024Q2: 1,243 shares 1,243 $804K 0.06% -303 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16,231 shares; 2024Q1: 134,189 shares; 2024Q2: 193,214 shares 193,214 $802K 0.06% +59,025 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 4,047 shares 4,047 $801K 0.06% -100 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 20,758 shares 20,758 $799K 0.06% -229 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; 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; 2024Q2: 19,101 shares 19,101 $793K 0.06% -3,636 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 4,342 shares 4,342 $790K 0.06% +1,741 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 20,120 shares; 2023Q3: 19,828 shares; 2023Q4: 20,059 shares; 2024Q1: 17,339 shares; 2024Q2: 14,765 shares 14,765 $789K 0.06% -2,574 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; 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; 2024Q2: 7,220 shares 7,220 $788K 0.06% +25 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 10,510 shares 10,510 $786K 0.06% 0 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; 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; 2024Q2: 6,615 shares 6,615 $781K 0.06% -195 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,040 shares 3,040 $775K 0.06% +68 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 4,846 shares 4,846 $774K 0.06% -266 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,731 shares; 2023Q3: 2,531 shares; 2023Q4: 2,531 shares; 2024Q1: 2,531 shares; 2024Q2: 2,531 shares 2,531 $753K 0.06% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,653 shares 1,653 $729K 0.06% -4 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 5,993 shares 5,993 $712K 0.05% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,312 shares; 2024Q2: 4,696 shares 4,696 $711K 0.05% +384 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 6,377 shares 6,377 $704K 0.05% +2,705 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; 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; 2024Q2: 7,243 shares 7,243 $703K 0.05% +21 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 2,197 shares 2,197 $687K 0.05% -634 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; 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; 2024Q2: 3,497 shares 3,497 $680K 0.05% -27 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; 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; 2024Q2: 7,239 shares 7,239 $664K 0.05% +220 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; 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; 2024Q2: 8,617 shares 8,617 $661K 0.05% -360 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 8,473 shares 8,473 $660K 0.05% +1,441 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,651 shares 3,651 $637K 0.05% +9 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; 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; 2024Q2: 9,791 shares 9,791 $636K 0.05% +8 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; 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; 2024Q2: 35,297 shares 35,297 $623K 0.05% -398 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; 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; 2024Q2: 13,498 shares 13,498 $622K 0.05% +1,372 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; 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; 2024Q2: 1,814 shares 1,814 $615K 0.05% +101 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; 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; 2024Q2: 8,454 shares 8,454 $599K 0.05% +200 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 7,557 shares 7,557 $595K 0.05% +1,579 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 17,765 shares 17,765 $594K 0.05% -26 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; 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; 2024Q2: 5,665 shares 5,665 $570K 0.04% -45 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 13,175 shares 13,175 $561K 0.04% -89 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,608 shares; 2023Q3: 5,607 shares; 2023Q4: 6,021 shares; 2024Q1: 6,019 shares; 2024Q2: 5,903 shares 5,903 $536K 0.04% -116 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; 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; 2024Q2: 1,837 shares 1,837 $533K 0.04% +11 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; 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; 2024Q2: 2,475 shares 2,475 $532K 0.04% +65 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; 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; 2024Q2: 2,895 shares 2,895 $528K 0.04% -98 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 12,187 shares 12,187 $528K 0.04% -171 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; 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; 2024Q2: 1,254 shares 1,254 $512K 0.04% -13 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; 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; 2024Q2: 16,746 shares 16,746 $511K 0.04% +888 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 16,200 shares 16,200 $502K 0.04% -1,621 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 4,902 shares 4,902 $501K 0.04% +2 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; 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; 2024Q2: 3,595 shares 3,595 $501K 0.04% -108 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 6,098 shares 6,098 $494K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 4,291 shares 4,291 $491K 0.04% -332 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 9,081 shares 9,081 $486K 0.04% +4 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,003 shares 3,003 $479K 0.04% -5 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 10,570 shares 10,570 $478K 0.04% -300 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; 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; 2024Q2: 9,037 shares 9,037 $477K 0.04% +943 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; 2022Q3: restricted; 2022Q4: 825 shares; 2023Q1: 837 shares; 2023Q2: 821 shares; 2023Q3: 838 shares; 2023Q4: 831 shares; 2024Q1: 860 shares; 2024Q2: 857 shares 857 $474K 0.04% -3 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,180 shares; 2023Q3: 1,182 shares; 2023Q4: 1,283 shares; 2024Q1: 1,312 shares; 2024Q2: 1,279 shares 1,279 $467K 0.04% -33 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,701 shares 2,701 $463K 0.04% new 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; 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; 2024Q2: 6,783 shares 6,783 $462K 0.04% +3,668 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,230 shares 1,230 $460K 0.04% +19 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 5,998 shares 5,998 $456K 0.04% +12 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; 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; 2024Q2: 8,655 shares 8,655 $432K 0.03% +18 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,913 shares; 2023Q3: 1,994 shares; 2023Q4: 2,025 shares; 2024Q1: 1,958 shares; 2024Q2: 1,669 shares 1,669 $429K 0.03% -289 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,564 shares; 2024Q1: 3,205 shares; 2024Q2: 3,253 shares 3,253 $428K 0.03% +48 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; 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; 2024Q2: 1,299 shares 1,299 $427K 0.03% -148 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 730 shares; 2023Q2: 13,993 shares; 2023Q3: 14,192 shares; 2023Q4: 14,492 shares; 2024Q1: 14,764 shares; 2024Q2: 1,405 shares 1,405 $426K 0.03% -13,359 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; 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; 2024Q2: 10,875 shares 10,875 $426K 0.03% -1,165 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,860 shares 3,860 $420K 0.03% 0 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,880 shares; 2023Q3: 5,880 shares; 2023Q4: 5,880 shares; 2024Q1: 5,880 shares; 2024Q2: 5,880 shares 5,880 $416K 0.03% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,929 shares; 2023Q3: not reported; 2023Q4: 3,100 shares; 2024Q1: 3,146 shares; 2024Q2: 3,125 shares 3,125 $416K 0.03% -21 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 7,803 shares 7,803 $414K 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; 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; 2024Q2: 4,617 shares 4,617 $405K 0.03% +280 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 10,351 shares 10,351 $402K 0.03% -38 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; 2022Q3: restricted; 2022Q4: 686 shares; 2023Q1: 686 shares; 2023Q2: 686 shares; 2023Q3: 686 shares; 2023Q4: 686 shares; 2024Q1: 696 shares; 2024Q2: 696 shares 696 $401K 0.03% 0 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; 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; 2024Q2: 17,489 shares 17,489 $401K 0.03% -10,000 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,261 shares 3,261 $394K 0.03% -356 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 2,944 shares 2,944 $394K 0.03% -197 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 7,685 shares 7,685 $394K 0.03% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,400 shares; 2023Q3: 3,737 shares; 2023Q4: 3,074 shares; 2024Q1: 3,086 shares; 2024Q2: 3,101 shares 3,101 $390K 0.03% +15 Timeline 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 986 shares; 2023Q3: 983 shares; 2023Q4: 1,029 shares; 2024Q1: 1,046 shares; 2024Q2: 1,021 shares 1,021 $390K 0.03% -25 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,859 shares; 2024Q1: 1,883 shares; 2024Q2: 1,837 shares 1,837 $387K 0.03% -46 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 171 shares; 2023Q1: 133 shares; 2023Q2: 129 shares; 2023Q3: 140 shares; 2023Q4: 129 shares; 2024Q1: 129 shares; 2024Q2: 130 shares 130 $385K 0.03% +1 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,158 shares; 2023Q3: 2,168 shares; 2023Q4: 2,263 shares; 2024Q1: 2,295 shares; 2024Q2: 2,233 shares 2,233 $383K 0.03% -62 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; 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; 2024Q2: 1,774 shares 1,774 $381K 0.03% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 2,541 shares 2,541 $376K 0.03% -12 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,134 shares; 2024Q1: 4,178 shares; 2024Q2: 3,927 shares 3,927 $375K 0.03% -251 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; 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; 2024Q2: 3,828 shares 3,828 $369K 0.03% +16 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,273 shares; 2023Q3: 3,528 shares; 2023Q4: 3,349 shares; 2024Q1: 3,359 shares; 2024Q2: 3,425 shares 3,425 $365K 0.03% +66 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 4,124 shares 4,124 $363K 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; 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; 2024Q2: 1,529 shares 1,529 $362K 0.03% +12 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 42,122 shares 42,122 $348K 0.03% -972 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,521 shares; 2024Q2: 8,706 shares 8,706 $343K 0.03% +2,185 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 5,660 shares; 2023Q2: 6,510 shares; 2023Q3: not reported; 2023Q4: 4,715 shares; 2024Q1: 7,197 shares; 2024Q2: 5,719 shares 5,719 $340K 0.03% -1,478 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 2,801 shares 2,801 $338K 0.03% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 8,894 shares; 2023Q3: 8,894 shares; 2023Q4: 8,294 shares; 2024Q1: 8,619 shares; 2024Q2: 7,725 shares 7,725 $337K 0.03% -894 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,215 shares 3,215 $334K 0.03% +103 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 324 shares; 2023Q3: 320 shares; 2023Q4: 217 shares; 2024Q1: 221 shares; 2024Q2: 223 shares 223 $332K 0.03% +2 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,035 shares 1,035 $330K 0.03% 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; 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; 2024Q2: 7,122 shares 7,122 $324K 0.03% +233 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 939 shares; 2024Q2: 865 shares 865 $324K 0.02% -74 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,590 shares; 2023Q3: 3,590 shares; 2023Q4: 3,748 shares; 2024Q1: 3,815 shares; 2024Q2: 3,763 shares 3,763 $323K 0.02% -52 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 8,867 shares 8,867 $322K 0.02% -999 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 15,064 shares; 2023Q3: 17,416 shares; 2023Q4: 10,530 shares; 2024Q1: 5,575 shares; 2024Q2: 6,360 shares 6,360 $321K 0.02% +785 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; 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; 2024Q2: 2,608 shares 2,608 $318K 0.02% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 927 shares; 2024Q2: 1,452 shares 1,452 $316K 0.02% +525 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; 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; 2024Q2: 4,309 shares 4,309 $310K 0.02% -3,437 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 6,150 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,934 shares; 2023Q4: 2,001 shares; 2024Q1: 1,817 shares; 2024Q2: 2,491 shares 2,491 $308K 0.02% +674 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,033 shares; 2023Q3: 2,166 shares; 2023Q4: 2,181 shares; 2024Q1: 2,213 shares; 2024Q2: 2,209 shares 2,209 $306K 0.02% -4 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,092 shares; 2024Q2: 2,036 shares 2,036 $297K 0.02% -56 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 2,566 shares 2,566 $294K 0.02% +4 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 762 shares 762 $292K 0.02% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,539 shares 4,539 $292K 0.02% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,312 shares; 2024Q2: 1,362 shares 1,362 $290K 0.02% +50 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; 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; 2024Q2: 1,310 shares 1,310 $289K 0.02% -10 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,132 shares; 2023Q3: 5,132 shares; 2023Q4: 5,337 shares; 2024Q1: 5,492 shares; 2024Q2: 5,505 shares 5,505 $286K 0.02% +13 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; 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; 2024Q2: 3,842 shares 3,842 $285K 0.02% +29 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; 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; 2024Q2: 4,287 shares 4,287 $283K 0.02% -3,311 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,120 shares; 2023Q3: 3,104 shares; 2023Q4: 3,296 shares; 2024Q1: 3,476 shares; 2024Q2: 3,406 shares 3,406 $279K 0.02% -70 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,462 shares; 2024Q1: 1,496 shares; 2024Q2: 1,495 shares 1,495 $273K 0.02% -1 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,037 shares; 2024Q1: 3,108 shares; 2024Q2: 3,038 shares 3,038 $272K 0.02% -70 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,252 shares; 2024Q2: 1,302 shares 1,302 $270K 0.02% +50 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,018 shares; 2024Q1: 1,054 shares; 2024Q2: 1,233 shares 1,233 $270K 0.02% +179 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,309 shares; 2023Q3: not reported; 2023Q4: 4,677 shares; 2024Q1: not reported; 2024Q2: 6,170 shares 6,170 $267K 0.02% new 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; 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; 2024Q2: 9,200 shares 9,200 $267K 0.02% -50 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; 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; 2024Q2: 25,478 shares 25,478 $265K 0.02% -2,980 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; 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; 2024Q2: 30,646 shares 30,646 $264K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,857 shares; 2024Q1: 1,863 shares; 2024Q2: 1,843 shares 1,843 $260K 0.02% -20 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,082 shares 3,082 $258K 0.02% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 4,763 shares 4,763 $258K 0.02% 0 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 6,178 shares 6,178 $257K 0.02% +379 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; 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; 2024Q2: 5,835 shares 5,835 $252K 0.02% +106 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,292 shares 3,292 $251K 0.02% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,420 shares; 2023Q3: 1,409 shares; 2023Q4: 1,512 shares; 2024Q1: 1,596 shares; 2024Q2: 1,586 shares 1,586 $251K 0.02% -10 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 9,006 shares 9,006 $249K 0.02% -792 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,823 shares; 2024Q1: 6,838 shares; 2024Q2: 6,686 shares 6,686 $248K 0.02% -152 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,529 shares; 2024Q2: 5,231 shares 5,231 $248K 0.02% +1,702 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,206 shares 3,206 $247K 0.02% -848 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 4,563 shares 4,563 $245K 0.02% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 34,597 shares; 2023Q3: 34,038 shares; 2023Q4: 34,223 shares; 2024Q1: 5,215 shares; 2024Q2: 4,905 shares 4,905 $245K 0.02% -310 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,424 shares 8,424 $243K 0.02% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,812 shares; 2024Q2: 2,353 shares 2,353 $242K 0.02% +541 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 409 shares; 2023Q4: 361 shares; 2024Q1: 388 shares; 2024Q2: 368 shares 368 $242K 0.02% -20 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,717 shares; 2023Q3: 1,796 shares; 2023Q4: 1,540 shares; 2024Q1: 1,516 shares; 2024Q2: 1,592 shares 1,592 $241K 0.02% +76 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,989 shares; 2024Q1: 3,166 shares; 2024Q2: 3,268 shares 3,268 $241K 0.02% +102 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,226 shares; 2023Q3: not reported; 2023Q4: 2,200 shares; 2024Q1: 2,210 shares; 2024Q2: 2,247 shares 2,247 $239K 0.02% +37 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; 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; 2024Q2: 1,488 shares 1,488 $239K 0.02% -22 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,291 shares; 2023Q1: 7,424 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,679 shares; 2024Q1: 5,691 shares; 2024Q2: 5,714 shares 5,714 $237K 0.02% +23 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; 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; 2024Q2: 2,753 shares 2,753 $236K 0.02% -106 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,363 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,138 shares 2,138 $235K 0.02% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,498 shares; 2023Q3: 1,499 shares; 2023Q4: 1,499 shares; 2024Q1: 1,381 shares; 2024Q2: 1,381 shares 1,381 $233K 0.02% 0 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; 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; 2024Q2: 6,055 shares 6,055 $233K 0.02% -58 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,158 shares; 2023Q3: 1,605 shares; 2023Q4: 1,760 shares; 2024Q1: 1,743 shares; 2024Q2: 1,683 shares 1,683 $228K 0.02% -60 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,663 shares 3,663 $226K 0.02% 0 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; 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; 2024Q2: 4,414 shares 4,414 $225K 0.02% -80 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,923 shares; 2024Q1: 9,052 shares; 2024Q2: 8,838 shares 8,838 $225K 0.02% -214 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,167 shares; 2024Q1: 1,178 shares; 2024Q2: 1,159 shares 1,159 $225K 0.02% -19 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; 2022Q3: restricted; 2022Q4: 2,871 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,843 shares; 2024Q1: 2,855 shares; 2024Q2: 2,858 shares 2,858 $225K 0.02% +3 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,903 shares; 2023Q3: 2,998 shares; 2023Q4: 2,762 shares; 2024Q1: 2,703 shares; 2024Q2: 2,784 shares 2,784 $224K 0.02% +81 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; 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; 2024Q2: 18,290 shares 18,290 $224K 0.02% +2,860 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,264 shares; 2023Q3: not reported; 2023Q4: 4,827 shares; 2024Q1: 4,827 shares; 2024Q2: 4,405 shares 4,405 $223K 0.02% -422 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,178 shares; 2023Q1: 2,282 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,343 shares 2,343 $223K 0.02% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,623 shares; 2024Q1: 11,170 shares; 2024Q2: 12,248 shares 12,248 $223K 0.02% +1,078 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,873 shares 1,873 $219K 0.02% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,561 shares; 2023Q3: 3,534 shares; 2023Q4: 3,726 shares; 2024Q1: 3,775 shares; 2024Q2: 3,719 shares 3,719 $219K 0.02% -56 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,432 shares; 2024Q1: 7,432 shares; 2024Q2: 7,432 shares 7,432 $219K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 637 shares 637 $217K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,322 shares; 2023Q3: 2,299 shares; 2023Q4: 2,397 shares; 2024Q1: 2,369 shares; 2024Q2: 2,309 shares 2,309 $217K 0.02% -60 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 739 shares; 2023Q4: 885 shares; 2024Q1: 256 shares; 2024Q2: 264 shares 264 $216K 0.02% +8 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; 2022Q3: restricted; 2022Q4: 868 shares; 2023Q1: 947 shares; 2023Q2: 841 shares; 2023Q3: 836 shares; 2023Q4: 916 shares; 2024Q1: 921 shares; 2024Q2: 916 shares 916 $214K 0.02% -5 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 935 shares 935 $213K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,228 shares; 2024Q1: 1,245 shares; 2024Q2: 1,242 shares 1,242 $211K 0.02% -3 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,028 shares 1,028 $210K 0.02% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,775 shares; 2024Q1: 1,801 shares; 2024Q2: 1,768 shares 1,768 $208K 0.02% -33 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,707 shares; 2023Q1: 2,720 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,895 shares; 2024Q1: 3,102 shares; 2024Q2: 2,909 shares 2,909 $208K 0.02% -193 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,245 shares; 2024Q1: 2,245 shares; 2024Q2: 2,195 shares 2,195 $204K 0.02% -50 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 17,571 shares; 2023Q3: 17,678 shares; 2023Q4: 17,589 shares; 2024Q1: 1,298 shares; 2024Q2: 1,304 shares 1,304 $203K 0.02% +6 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; 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; 2024Q2: 24,379 shares 24,379 $186K 0.01% -664 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 20,942 shares; 2023Q4: 20,602 shares; 2024Q1: 20,302 shares; 2024Q2: 20,687 shares 20,687 $172K 0.01% +385 Timeline CURI CURIOSITYSTREAM INC More: the full row for CURIOSITYSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16,432 shares 16,432 $18.7K <0.01% new Timeline