IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 274,700 shares; 2023Q1: 272,735 shares; 2023Q2: 282,503 shares; 2023Q3: 281,683 shares; 2023Q4: 266,414 shares; 2024Q1: 264,339 shares; 2024Q2: 260,974 shares; 2024Q3: 254,034 shares 254,034 $49.9M 12.83% -6,940 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 61,740 shares; 2023Q1: 63,318 shares; 2023Q2: 64,664 shares; 2023Q3: 64,576 shares; 2023Q4: 63,580 shares; 2024Q1: 61,668 shares; 2024Q2: 60,800 shares; 2024Q3: 57,666 shares 57,666 $33M 8.48% -3,134 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 594,810 shares; 2023Q1: 519,102 shares; 2023Q2: 488,422 shares; 2023Q3: 420,898 shares; 2023Q4: 394,590 shares; 2024Q1: 379,088 shares; 2024Q2: 374,389 shares; 2024Q3: 362,245 shares 362,245 $33M 8.48% -12,144 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 226,025 shares; 2023Q1: 254,530 shares; 2023Q2: 304,440 shares; 2023Q3: 393,320 shares; 2023Q4: 697,914 shares; 2024Q1: 742,034 shares; 2024Q2: 802,371 shares; 2024Q3: 842,980 shares 842,980 $31.4M 8.08% +40,609 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 265,299 shares; 2023Q1: 269,116 shares; 2023Q2: 268,556 shares; 2023Q3: 268,194 shares; 2023Q4: 255,994 shares; 2024Q1: 250,404 shares; 2024Q2: 248,484 shares; 2024Q3: 237,739 shares 237,739 $22.5M 5.78% -10,745 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; 2022Q4: 216,990 shares; 2023Q1: 238,040 shares; 2023Q2: 249,310 shares; 2023Q3: 269,090 shares; 2023Q4: 280,201 shares; 2024Q1: 278,380 shares; 2024Q2: 244,370 shares; 2024Q3: 253,173 shares 253,173 $21.4M 5.51% +8,803 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 155,675 shares; 2023Q1: 155,575 shares; 2023Q2: 112,987 shares; 2023Q3: 141,762 shares; 2023Q4: 290,711 shares; 2024Q1: 317,306 shares; 2024Q2: 327,663 shares; 2024Q3: 371,304 shares 371,304 $18.3M 4.7% +43,641 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 957 shares; 2024Q1: 2,320 shares; 2024Q2: 220,070 shares; 2024Q3: 242,713 shares 242,713 $14.4M 3.7% +22,643 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; 2022Q4: 416 shares; 2023Q1: 416 shares; 2023Q2: 10,136 shares; 2023Q3: 14,881 shares; 2023Q4: 41,070 shares; 2024Q1: 42,291 shares; 2024Q2: 50,421 shares; 2024Q3: 57,497 shares 57,497 $13.5M 3.47% +7,076 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 145,985 shares; 2023Q1: 149,354 shares; 2023Q2: 135,195 shares; 2023Q3: 133,190 shares; 2023Q4: 103,229 shares; 2024Q1: 100,423 shares; 2024Q2: 103,699 shares; 2024Q3: 106,988 shares 106,988 $12.3M 3.16% +3,289 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 163,560 shares; 2023Q1: 181,860 shares; 2023Q2: 256,793 shares; 2023Q3: 250,024 shares; 2023Q4: 160,467 shares; 2024Q1: 159,282 shares; 2024Q2: 157,386 shares; 2024Q3: 155,026 shares 155,026 $12M 3.08% -2,360 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; 2022Q4: 1,778 shares; 2023Q1: 1,424 shares; 2023Q2: 2,754 shares; 2023Q3: 13,110 shares; 2023Q4: 17,826 shares; 2024Q1: 17,573 shares; 2024Q2: 19,821 shares; 2024Q3: 21,872 shares 21,872 $11.4M 2.94% +2,051 Timeline JCPI 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; 2022Q4: 176,049 shares; 2023Q1: 179,129 shares; 2023Q2: 182,908 shares; 2023Q3: 196,299 shares; 2023Q4: 196,883 shares; 2024Q1: 208,853 shares; 2024Q2: 219,158 shares; 2024Q3: 224,635 shares 224,635 $10.8M 2.77% +5,477 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 97,669 shares; 2023Q1: 98,195 shares; 2023Q2: 98,680 shares; 2023Q3: 97,535 shares; 2023Q4: 96,003 shares; 2024Q1: 85,906 shares; 2024Q2: 66,040 shares; 2024Q3: 62,205 shares 62,205 $10.6M 2.74% -3,835 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 28,819 shares; 2023Q1: 27,835 shares; 2023Q2: 27,730 shares; 2023Q3: 28,671 shares; 2023Q4: 28,579 shares; 2024Q1: 28,539 shares; 2024Q2: 28,489 shares; 2024Q3: 28,475 shares 28,475 $10.6M 2.71% -14 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; 2022Q4: 108 shares; 2023Q1: 108 shares; 2023Q2: 80 shares; 2023Q3: 13,670 shares; 2023Q4: 38,299 shares; 2024Q1: 42,490 shares; 2024Q2: 49,750 shares; 2024Q3: 60,200 shares 60,200 $10.5M 2.7% +10,450 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 200,554 shares; 2023Q1: 197,034 shares; 2023Q2: 193,589 shares; 2023Q3: 192,979 shares; 2023Q4: 181,629 shares; 2024Q1: 177,079 shares; 2024Q2: 174,649 shares; 2024Q3: 155,686 shares 155,686 $9.37M 2.41% -18,963 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 46,855 shares; 2023Q1: 43,453 shares; 2023Q2: 31,918 shares; 2023Q3: 31,622 shares; 2023Q4: 26,177 shares; 2024Q1: 128,603 shares; 2024Q2: 131,776 shares; 2024Q3: 132,268 shares 132,268 $8.18M 2.11% +492 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,981 shares; 2023Q1: 10,951 shares; 2023Q2: 10,946 shares; 2023Q3: 10,946 shares; 2023Q4: 10,909 shares; 2024Q1: 10,504 shares; 2024Q2: 10,364 shares; 2024Q3: 10,174 shares 10,174 $5.79M 1.49% -190 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 180 shares; 2023Q1: not reported; 2023Q2: 5,550 shares; 2023Q3: 12,860 shares; 2023Q4: 34,420 shares; 2024Q1: 42,185 shares; 2024Q2: 52,265 shares; 2024Q3: 67,075 shares 67,075 $5.53M 1.42% +14,810 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 40,392 shares; 2023Q1: 39,392 shares; 2023Q2: 39,392 shares; 2023Q3: 38,934 shares; 2023Q4: 41,611 shares; 2024Q1: 38,595 shares; 2024Q2: 41,459 shares; 2024Q3: 43,551 shares 43,551 $5.29M 1.36% +2,092 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; 2022Q4: 734 shares; 2023Q1: 919 shares; 2023Q2: 905 shares; 2023Q3: 5,185 shares; 2023Q4: 8,016 shares; 2024Q1: 8,886 shares; 2024Q2: 10,089 shares; 2024Q3: 11,849 shares 11,849 $4.49M 1.16% +1,760 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 85,250 shares; 2023Q1: 102,280 shares; 2023Q2: 193,773 shares; 2023Q3: 187,230 shares; 2023Q4: 74,696 shares; 2024Q1: 73,467 shares; 2024Q2: 74,559 shares; 2024Q3: 73,124 shares 73,124 $4.3M 1.11% -1,435 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,042 shares; 2023Q1: 3,542 shares; 2023Q2: 17,779 shares; 2023Q3: 16,150 shares; 2023Q4: 15,970 shares; 2024Q1: 16,810 shares; 2024Q2: 16,470 shares; 2024Q3: 16,470 shares 16,470 $3.04M 0.78% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 248,409 shares; 2023Q1: 216,341 shares; 2023Q2: 81,779 shares; 2023Q3: 64,085 shares; 2023Q4: 50,980 shares; 2024Q1: 50,630 shares; 2024Q2: 49,030 shares; 2024Q3: 27,150 shares 27,150 $1.96M 0.5% -21,880 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 22,191 shares; 2023Q1: 21,383 shares; 2023Q2: 12,883 shares; 2023Q3: 13,850 shares; 2023Q4: 10,359 shares; 2024Q1: 10,359 shares; 2024Q2: 10,259 shares; 2024Q3: 10,259 shares 10,259 $1.94M 0.5% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 18,151 shares; 2023Q1: 18,151 shares; 2023Q2: 18,151 shares; 2023Q3: 18,151 shares; 2023Q4: 18,373 shares; 2024Q1: 18,289 shares; 2024Q2: 17,738 shares; 2024Q3: 17,708 shares 17,708 $1.55M 0.4% -30 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,012 shares; 2023Q1: 9,570 shares; 2023Q2: 7,570 shares; 2023Q3: 7,570 shares; 2023Q4: 6,682 shares; 2024Q1: 6,595 shares; 2024Q2: 6,570 shares; 2024Q3: 6,570 shares 6,570 $1.43M 0.37% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 21,300 shares; 2023Q1: 20,800 shares; 2023Q2: 20,800 shares; 2023Q3: 20,100 shares; 2023Q4: 19,800 shares; 2024Q1: 19,800 shares; 2024Q2: 19,800 shares; 2024Q3: 19,420 shares 19,420 $1.42M 0.36% -380 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 3,064 shares; 2024Q1: 3,064 shares; 2024Q2: 3,101 shares; 2024Q3: 2,953 shares 2,953 $1.35M 0.35% -148 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,500 shares; 2023Q1: 2,600 shares; 2023Q2: 11,100 shares; 2023Q3: 11,100 shares; 2023Q4: 11,100 shares; 2024Q1: 11,100 shares; 2024Q2: 11,100 shares; 2024Q3: 11,100 shares 11,100 $1.14M 0.29% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,544 shares; 2023Q1: 6,544 shares; 2023Q2: 6,544 shares; 2023Q3: 8,669 shares; 2023Q4: 8,669 shares; 2024Q1: 8,669 shares; 2024Q2: 8,630 shares; 2024Q3: 8,295 shares 8,295 $1.14M 0.29% -335 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; 2022Q4: 12,208 shares; 2023Q1: 12,208 shares; 2023Q2: 10,998 shares; 2023Q3: 10,498 shares; 2023Q4: 6,498 shares; 2024Q1: 4,498 shares; 2024Q2: 3,998 shares; 2024Q3: 3,498 shares 3,498 $980K 0.25% -500 Timeline JMSB JOHN MARSHALL BANCORP INC More: the full row for JOHN MARSHALL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 49,730 shares; 2023Q1: 49,730 shares; 2023Q2: 49,730 shares; 2023Q3: 49,730 shares; 2023Q4: 49,730 shares; 2024Q1: 49,730 shares; 2024Q2: 49,730 shares; 2024Q3: 49,730 shares 49,730 $937K 0.24% 0 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; 2022Q4: 1,343 shares; 2023Q1: 1,343 shares; 2023Q2: 1,343 shares; 2023Q3: 1,593 shares; 2023Q4: 1,593 shares; 2024Q1: 1,593 shares; 2024Q2: 1,593 shares; 2024Q3: 1,605 shares 1,605 $907K 0.23% +12 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,639 shares; 2023Q1: 4,639 shares; 2023Q2: 8,034 shares; 2023Q3: 4,886 shares; 2023Q4: 4,503 shares; 2024Q1: 4,337 shares; 2024Q2: 3,781 shares; 2024Q3: 3,775 shares 3,775 $856K 0.22% -6 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,596 shares; 2023Q1: 3,596 shares; 2023Q2: 3,596 shares; 2023Q3: 5,196 shares; 2023Q4: 5,196 shares; 2024Q1: 5,196 shares; 2024Q2: 4,996 shares; 2024Q3: 4,996 shares 4,996 $584K 0.15% 0 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; 2022Q4: 1,351 shares; 2023Q1: 1,351 shares; 2023Q2: 1,101 shares; 2023Q3: 1,101 shares; 2023Q4: 1,101 shares; 2024Q1: 1,081 shares; 2024Q2: 1,610 shares; 2024Q3: 1,610 shares 1,610 $549K 0.14% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,576 shares; 2023Q1: 2,576 shares; 2023Q2: 2,576 shares; 2023Q3: 4,327 shares; 2023Q4: 4,327 shares; 2024Q1: 4,327 shares; 2024Q2: 3,644 shares; 2024Q3: 3,644 shares 3,644 $478K 0.12% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 270 shares; 2023Q2: 270 shares; 2023Q3: 538 shares; 2023Q4: 538 shares; 2024Q1: 538 shares; 2024Q2: 538 shares; 2024Q3: 538 shares 538 $477K 0.12% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,561 shares; 2023Q1: 2,561 shares; 2023Q2: 2,561 shares; 2023Q3: 3,065 shares; 2023Q4: 3,065 shares; 2024Q1: 3,065 shares; 2024Q2: 2,811 shares; 2024Q3: 2,811 shares 2,811 $461K 0.12% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,200 shares; 2023Q1: 3,200 shares; 2023Q2: 3,070 shares; 2023Q3: 3,400 shares; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 2,871 shares; 2024Q3: 2,771 shares 2,771 $460K 0.12% -100 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 401 shares; 2023Q1: 401 shares; 2023Q2: 410 shares; 2023Q3: 401 shares; 2023Q4: 401 shares; 2024Q1: 401 shares; 2024Q2: 401 shares; 2024Q3: 401 shares 401 $352K 0.09% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,450 shares; 2023Q1: 9,450 shares; 2023Q2: 9,450 shares; 2023Q3: 9,450 shares; 2023Q4: 9,450 shares; 2024Q1: 9,450 shares; 2024Q2: 9,450 shares; 2024Q3: 9,450 shares 9,450 $338K 0.09% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 350 shares; 2024Q3: 358 shares 358 $319K 0.08% +8 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; 2022Q4: 31 shares; 2023Q1: 31 shares; 2023Q2: 31 shares; 2023Q3: 31 shares; 2023Q4: 1,134 shares; 2024Q1: 1,134 shares; 2024Q2: 1,083 shares; 2024Q3: 1,083 shares 1,083 $304K 0.08% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 850 shares; 2023Q1: 850 shares; 2023Q2: 705 shares; 2023Q3: 712 shares; 2023Q4: 814 shares; 2024Q1: 814 shares; 2024Q2: 765 shares; 2024Q3: 660 shares 660 $275K 0.07% -105 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,626 shares 5,626 $259K 0.07% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,794 shares; 2023Q1: 1,759 shares; 2023Q2: 1,759 shares; 2023Q3: 1,759 shares; 2023Q4: 1,686 shares; 2024Q1: 1,559 shares; 2024Q2: 1,559 shares; 2024Q3: 1,570 shares 1,570 $253K 0.07% +11 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,794 shares; 2023Q1: 1,774 shares; 2023Q2: 1,644 shares; 2023Q3: 1,644 shares; 2023Q4: 1,644 shares; 2024Q1: 1,644 shares; 2024Q2: 1,671 shares; 2024Q3: 1,461 shares 1,461 $251K 0.06% -210 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,430 shares; 2023Q1: 1,430 shares; 2023Q2: 1,320 shares; 2023Q3: 1,446 shares; 2023Q4: 1,490 shares; 2024Q1: 1,490 shares; 2024Q2: 1,200 shares; 2024Q3: 1,100 shares 1,100 $228K 0.06% -100 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 160 shares; 2023Q1: 140 shares; 2023Q2: 140 shares; 2023Q3: 418 shares; 2023Q4: 574 shares; 2024Q1: 574 shares; 2024Q2: 574 shares; 2024Q3: 660 shares 660 $206K 0.05% +86 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,920 shares; 2023Q1: 1,920 shares; 2023Q2: 1,920 shares; 2023Q3: 1,850 shares; 2023Q4: 1,850 shares; 2024Q1: 1,850 shares; 2024Q2: 3,795 shares; 2024Q3: 3,795 shares 3,795 $200K 0.05% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 730 shares; 2023Q1: 730 shares; 2023Q2: 730 shares; 2023Q3: 730 shares; 2023Q4: 730 shares; 2024Q1: 730 shares; 2024Q2: 730 shares; 2024Q3: 730 shares 730 $191K 0.05% 0 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,500 shares; 2023Q1: 11,500 shares; 2023Q2: 11,500 shares; 2023Q3: 11,500 shares; 2023Q4: 11,500 shares; 2024Q1: 11,500 shares; 2024Q2: 11,500 shares; 2024Q3: 11,500 shares 11,500 $174K 0.04% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 790 shares; 2023Q1: 790 shares; 2023Q2: 790 shares; 2023Q3: 790 shares; 2023Q4: 790 shares; 2024Q1: 774 shares; 2024Q2: 774 shares; 2024Q3: 774 shares 774 $163K 0.04% 0 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,600 shares; 2023Q1: 4,470 shares; 2023Q2: 4,470 shares; 2023Q3: 4,470 shares; 2023Q4: 4,470 shares; 2024Q1: 5,300 shares; 2024Q2: 5,300 shares; 2024Q3: 5,300 shares 5,300 $158K 0.04% 0 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 904 shares; 2023Q1: 1,769 shares; 2023Q2: 1,769 shares; 2023Q3: 1,769 shares; 2023Q4: 1,748 shares; 2024Q1: 1,748 shares; 2024Q2: 3,691 shares; 2024Q3: 1,648 shares 1,648 $156K 0.04% -2,043 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 407 shares; 2023Q1: 207 shares; 2023Q2: 207 shares; 2023Q3: 207 shares; 2023Q4: 307 shares; 2024Q1: 257 shares; 2024Q2: 257 shares; 2024Q3: 257 shares 257 $155K 0.04% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 350 shares; 2023Q1: 350 shares; 2023Q2: 371 shares; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $154K 0.04% 0 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,930 shares 6,930 $140K 0.04% new Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,559 shares; 2023Q1: 3,559 shares; 2023Q2: 3,559 shares; 2023Q3: 3,559 shares; 2023Q4: 3,560 shares; 2024Q1: 3,560 shares; 2024Q2: 3,560 shares; 2024Q3: 3,560 shares 3,560 $130K 0.03% 0 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,275 shares; 2023Q1: 1,275 shares; 2023Q2: 1,275 shares; 2023Q3: 1,275 shares; 2023Q4: 1,275 shares; 2024Q1: 1,275 shares; 2024Q2: 1,275 shares; 2024Q3: 1,275 shares 1,275 $130K 0.03% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,038 shares; 2023Q1: 788 shares; 2023Q2: 806 shares; 2023Q3: 688 shares; 2023Q4: 1,957 shares; 2024Q1: 1,827 shares; 2024Q2: 1,827 shares; 2024Q3: 1,588 shares 1,588 $126K 0.03% -239 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9 shares; 2023Q1: 9 shares; 2023Q2: 9 shares; 2023Q3: 109 shares; 2023Q4: 109 shares; 2024Q1: 109 shares; 2024Q2: 334 shares; 2024Q3: 506 shares 506 $126K 0.03% +172 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $109K 0.03% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,585 shares; 2023Q1: 1,536 shares; 2023Q2: 1,500 shares; 2023Q3: 1,300 shares; 2023Q4: 1,300 shares; 2024Q1: 1,300 shares; 2024Q2: 1,397 shares; 2024Q3: 1,434 shares 1,434 $102K 0.03% +37 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 945 shares; 2023Q1: 945 shares; 2023Q2: 945 shares; 2023Q3: 795 shares; 2023Q4: 795 shares; 2024Q1: 795 shares; 2024Q2: 795 shares; 2024Q3: 795 shares 795 $100K 0.03% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,165 shares; 2023Q1: 1,165 shares; 2023Q2: 1,215 shares; 2023Q3: 1,165 shares; 2023Q4: 1,570 shares; 2024Q1: 1,420 shares; 2024Q2: 1,165 shares; 2024Q3: 1,165 shares 1,165 $96.5K 0.02% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,484 shares 1,484 $96.2K 0.02% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 410 shares; 2023Q1: 410 shares; 2023Q2: 990 shares; 2023Q3: 810 shares; 2023Q4: 810 shares; 2024Q1: 810 shares; 2024Q2: 810 shares; 2024Q3: 810 shares 810 $87.6K 0.02% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,031 shares; 2024Q1: 1,965 shares; 2024Q2: 1,000 shares; 2024Q3: 1,018 shares 1,018 $87K 0.02% +18 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,428 shares; 2023Q1: 3,036 shares; 2023Q2: 2,895 shares; 2023Q3: 3,404 shares; 2023Q4: 2,483 shares; 2024Q1: 2,483 shares; 2024Q2: 1,644 shares; 2024Q3: 1,644 shares 1,644 $86.5K 0.02% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,212 shares; 2024Q1: 1,212 shares; 2024Q2: 861 shares; 2024Q3: 724 shares 724 $86.4K 0.02% -137 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 1,000 shares; 2023Q4: 1,193 shares; 2024Q1: 700 shares; 2024Q2: 500 shares; 2024Q3: 514 shares 514 $86.2K 0.02% +14 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 350 shares; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares 350 $84.7K 0.02% 0 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,150 shares; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares; 2023Q3: 740 shares; 2023Q4: 740 shares; 2024Q1: 740 shares; 2024Q2: 740 shares; 2024Q3: 740 shares 740 $84.2K 0.02% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,040 shares; 2023Q1: 1,040 shares; 2023Q2: 1,040 shares; 2023Q3: 1,040 shares; 2023Q4: 1,040 shares; 2024Q1: 1,040 shares; 2024Q2: 1,040 shares; 2024Q3: 1,040 shares 1,040 $82K 0.02% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,880 shares; 2023Q1: 2,130 shares; 2023Q2: 2,130 shares; 2023Q3: 1,850 shares; 2023Q4: 1,850 shares; 2024Q1: 1,450 shares; 2024Q2: 1,300 shares; 2024Q3: 1,000 shares 1,000 $77.6K 0.02% -300 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,480 shares; 2023Q1: 1,160 shares; 2023Q2: 940 shares; 2023Q3: 1,330 shares; 2023Q4: 1,070 shares; 2024Q1: 610 shares; 2024Q2: 647 shares; 2024Q3: 440 shares 440 $73.6K 0.02% -207 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,545 shares; 2023Q1: 6,545 shares; 2023Q2: 6,545 shares; 2023Q3: 5,925 shares; 2023Q4: 5,925 shares; 2024Q1: 945 shares; 2024Q2: 815 shares; 2024Q3: 878 shares 878 $71.9K 0.02% +63 Timeline IDYA IDEAYA BIOSCIENCES INC More: the full row for IDEAYA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,250 shares; 2023Q3: 2,250 shares; 2023Q4: 2,250 shares; 2024Q1: 2,250 shares; 2024Q2: 2,250 shares; 2024Q3: 2,250 shares 2,250 $71.3K 0.02% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 25 shares; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares 75 $69.8K 0.02% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 175 shares; 2023Q1: not reported; 2023Q2: 14 shares; 2023Q3: 58 shares; 2023Q4: 58 shares; 2024Q1: 158 shares; 2024Q2: 158 shares; 2024Q3: 137 shares 137 $69.3K 0.02% -21 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 258 shares; 2023Q4: 367 shares; 2024Q1: 76 shares; 2024Q2: 132 shares; 2024Q3: 132 shares 132 $63.6K 0.02% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 127 shares; 2023Q3: 216 shares; 2023Q4: 185 shares; 2024Q1: 150 shares; 2024Q2: 100 shares; 2024Q3: 106 shares 106 $62.8K 0.02% +6 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 200 shares; 2023Q1: 160 shares; 2023Q2: 273 shares; 2023Q3: 931 shares; 2023Q4: 931 shares; 2024Q1: 931 shares; 2024Q2: 871 shares; 2024Q3: 771 shares 771 $61.7K 0.02% -100 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,200 shares; 2023Q1: 1,100 shares; 2023Q2: 1,100 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 900 shares; 2024Q2: 900 shares; 2024Q3: 900 shares 900 $60.7K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,796 shares; 2023Q1: 3,084 shares; 2023Q2: 2,876 shares; 2023Q3: 2,726 shares; 2023Q4: 2,726 shares; 2024Q1: 2,726 shares; 2024Q2: 2,726 shares; 2024Q3: 2,726 shares 2,726 $60.5K 0.02% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 390 shares; 2024Q3: 466 shares 466 $55.4K 0.01% +76 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,440 shares; 2024Q2: 1,440 shares; 2024Q3: 1,440 shares 1,440 $54K 0.01% 0 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 270 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 3,509 shares; 2024Q1: 3,509 shares; 2024Q2: 3,509 shares; 2024Q3: 3,509 shares 3,509 $52.8K 0.01% 0 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 500 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares 800 $51.7K 0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 236 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 180 shares; 2023Q4: 195 shares; 2024Q1: 195 shares; 2024Q2: 180 shares; 2024Q3: 180 shares 180 $47.2K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 425 shares; 2023Q3: 425 shares; 2023Q4: 320 shares; 2024Q1: 320 shares; 2024Q2: 376 shares; 2024Q3: 376 shares 376 $46.8K 0.01% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 81 shares 81 $46.4K 0.01% new Timeline SANDY SPRING BANCORP INC SANDY SPRING BANCORP INC More: the full row for SANDY SPRING BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares 1,500 $45.8K 0.01% 0 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; 2022Q4: 1,180 shares; 2023Q1: 1,180 shares; 2023Q2: 1,180 shares; 2023Q3: 1,214 shares; 2023Q4: 1,180 shares; 2024Q1: 1,180 shares; 2024Q2: 1,180 shares; 2024Q3: 850 shares 850 $43K 0.01% -330 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 67 shares; 2023Q3: 285 shares; 2023Q4: 221 shares; 2024Q1: 221 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $41.5K 0.01% 0 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; 2022Q4: 648 shares; 2023Q1: 648 shares; 2023Q2: 648 shares; 2023Q3: 648 shares; 2023Q4: 648 shares; 2024Q1: 648 shares; 2024Q2: 648 shares; 2024Q3: 648 shares 648 $40.9K 0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 258 shares; 2023Q1: 76 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 307 shares; 2024Q1: 307 shares; 2024Q2: 266 shares; 2024Q3: 266 shares 266 $34.1K 0.01% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 58 shares 58 $33.4K 0.01% new Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $33.2K 0.01% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 208 shares; 2023Q1: 416 shares; 2023Q2: 316 shares; 2023Q3: 316 shares; 2023Q4: 316 shares; 2024Q1: 316 shares; 2024Q2: 316 shares; 2024Q3: 316 shares 316 $33.1K 0.01% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 150 shares; 2024Q3: 162 shares 162 $31.9K 0.01% +12 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; 2022Q4: 446 shares; 2023Q1: 446 shares; 2023Q2: 446 shares; 2023Q3: 446 shares; 2023Q4: 525 shares; 2024Q1: 461 shares; 2024Q2: 160 shares; 2024Q3: 160 shares 160 $31.5K 0.01% 0 Timeline HCKT HACKETT GROUP INC More: the full row for HACKETT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,288 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares 1,200 $31K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,532 shares; 2023Q1: 1,442 shares; 2023Q2: 1,442 shares; 2023Q3: 742 shares; 2023Q4: 742 shares; 2024Q1: 742 shares; 2024Q2: 742 shares; 2024Q3: 742 shares 742 $31K 0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 400 shares 400 $30.4K 0.01% -200 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; 2022Q4: 262 shares; 2023Q1: 262 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $28K 0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 730 shares; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 384 shares; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 219 shares 219 $26.2K 0.01% -131 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 145 shares 145 $25.9K 0.01% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 250 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 100 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 320 shares 320 $25.7K 0.01% +20 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 296 shares; 2023Q1: 296 shares; 2023Q2: 296 shares; 2023Q3: 296 shares; 2023Q4: 296 shares; 2024Q1: 296 shares; 2024Q2: 296 shares; 2024Q3: 296 shares 296 $25.2K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $24.7K 0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 900 shares; 2023Q1: 780 shares; 2023Q2: 780 shares; 2023Q3: 780 shares; 2023Q4: 780 shares; 2024Q1: 700 shares; 2024Q2: 360 shares; 2024Q3: 360 shares 360 $24.2K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 201 shares; 2023Q1: 201 shares; 2023Q2: 196 shares; 2023Q3: 176 shares; 2023Q4: 176 shares; 2024Q1: 176 shares; 2024Q2: 176 shares; 2024Q3: 176 shares 176 $23.8K 0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 610 shares; 2023Q1: 610 shares; 2023Q2: 610 shares; 2023Q3: 610 shares; 2023Q4: 460 shares; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares 450 $22.9K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 192 shares; 2023Q1: 192 shares; 2023Q2: 192 shares; 2023Q3: 192 shares; 2023Q4: 192 shares; 2024Q1: 192 shares; 2024Q2: 192 shares; 2024Q3: 192 shares 192 $22.8K 0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 552 shares; 2024Q1: 552 shares; 2024Q2: 552 shares; 2024Q3: 552 shares 552 $22.7K 0.01% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 588 shares; 2024Q1: 512 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $22.4K 0.01% 0 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 760 shares; 2023Q1: 760 shares; 2023Q2: 760 shares; 2023Q3: 760 shares; 2023Q4: 760 shares; 2024Q1: 760 shares; 2024Q2: 760 shares; 2024Q3: 760 shares 760 $22.2K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 68 shares; 2023Q1: 19 shares; 2023Q2: 19 shares; 2023Q3: 19 shares; 2023Q4: 203 shares; 2024Q1: 119 shares; 2024Q2: 119 shares; 2024Q3: 119 shares 119 $22.2K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 324 shares; 2024Q1: 324 shares; 2024Q2: 387 shares; 2024Q3: 324 shares 324 $21.6K 0.01% -63 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 30 shares; 2023Q3: 127 shares; 2023Q4: 127 shares; 2024Q1: 127 shares; 2024Q2: 127 shares; 2024Q3: 127 shares 127 $21.5K 0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares 2,000 $21.3K 0.01% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 77 shares; 2023Q1: 77 shares; 2023Q2: 77 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 68 shares 68 $20.7K 0.01% +8 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 90 shares; 2023Q1: 90 shares; 2023Q2: 122 shares; 2023Q3: 257 shares; 2023Q4: 118 shares; 2024Q1: 118 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $20.6K 0.01% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8 shares; 2023Q1: not reported; 2023Q2: 34 shares; 2023Q3: 219 shares; 2023Q4: 219 shares; 2024Q1: 219 shares; 2024Q2: 83 shares; 2024Q3: 83 shares 83 $20.2K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 95 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $20.2K 0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 385 shares; 2024Q1: 355 shares; 2024Q2: 136 shares; 2024Q3: 100 shares 100 $19.8K 0.01% -36 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $18.4K <0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 120 shares; 2023Q1: 120 shares; 2023Q2: 120 shares; 2023Q3: 120 shares; 2023Q4: 120 shares; 2024Q1: 120 shares; 2024Q2: 120 shares; 2024Q3: 120 shares 120 $17.9K <0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 616 shares; 2023Q1: 616 shares; 2023Q2: 616 shares; 2023Q3: 616 shares; 2023Q4: 616 shares; 2024Q1: 616 shares; 2024Q2: 616 shares; 2024Q3: 616 shares 616 $17.6K <0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 14 shares; 2023Q3: 61 shares; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: 61 shares; 2024Q3: 61 shares 61 $17.3K <0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,458 shares; 2023Q1: 1,458 shares; 2023Q2: 1,458 shares; 2023Q3: 1,458 shares; 2023Q4: 1,458 shares; 2024Q1: 1,458 shares; 2024Q2: 1,458 shares; 2024Q3: 1,458 shares 1,458 $17.2K <0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 118 shares; 2024Q3: 118 shares 118 $17.1K <0.01% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 375 shares 375 $16.9K <0.01% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 269 shares 269 $16.8K <0.01% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 233 shares; 2024Q3: 233 shares 233 $16.5K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $16.4K <0.01% 0 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; 2022Q4: 9,806 shares; 2023Q1: 8,269 shares; 2023Q2: 8,269 shares; 2023Q3: 17,069 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 308 shares; 2024Q3: 308 shares 308 $16.1K <0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 101 shares 101 $15.4K <0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 185 shares; 2023Q1: 185 shares; 2023Q2: 185 shares; 2023Q3: 185 shares; 2023Q4: 185 shares; 2024Q1: 185 shares; 2024Q2: 185 shares; 2024Q3: 185 shares 185 $15.4K <0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 123 shares; 2023Q1: 123 shares; 2023Q2: 123 shares; 2023Q3: 123 shares; 2023Q4: 215 shares; 2024Q1: 123 shares; 2024Q2: 123 shares; 2024Q3: 123 shares 123 $14.4K <0.01% 0 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 267 shares; 2023Q1: 267 shares; 2023Q2: 267 shares; 2023Q3: 267 shares; 2023Q4: 267 shares; 2024Q1: 267 shares; 2024Q2: 267 shares; 2024Q3: 267 shares 267 $14K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 332 shares; 2023Q1: 332 shares; 2023Q2: 332 shares; 2023Q3: 332 shares; 2023Q4: 332 shares; 2024Q1: 332 shares; 2024Q2: 332 shares; 2024Q3: 332 shares 332 $13.7K <0.01% 0 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; 2022Q4: 186 shares; 2023Q1: 186 shares; 2023Q2: 186 shares; 2023Q3: 186 shares; 2023Q4: 186 shares; 2024Q1: 186 shares; 2024Q2: 186 shares; 2024Q3: 186 shares 186 $13.2K <0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 39 shares 39 $13.1K <0.01% new 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; 2022Q4: 20 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 21 shares; 2023Q4: 21 shares; 2024Q1: not reported; 2024Q2: 31 shares; 2024Q3: 31 shares 31 $13.1K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 217 shares; 2023Q1: 217 shares; 2023Q2: 202 shares; 2023Q3: 202 shares; 2023Q4: 202 shares; 2024Q1: 202 shares; 2024Q2: 202 shares; 2024Q3: 202 shares 202 $12.8K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 203 shares; 2023Q1: 203 shares; 2023Q2: 203 shares; 2023Q3: 203 shares; 2023Q4: 203 shares; 2024Q1: 203 shares; 2024Q2: 203 shares; 2024Q3: 203 shares 203 $12.7K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 158 shares; 2023Q1: 158 shares; 2023Q2: 290 shares; 2023Q3: 158 shares; 2023Q4: 158 shares; 2024Q1: 158 shares; 2024Q2: 158 shares; 2024Q3: 158 shares 158 $12.4K <0.01% 0 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $12.3K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 108 shares; 2024Q1: 108 shares; 2024Q2: 108 shares; 2024Q3: 149 shares 149 $12.1K <0.01% +41 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 132 shares 132 $11.9K <0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 665 shares; 2023Q1: 665 shares; 2023Q2: 665 shares; 2023Q3: 665 shares; 2023Q4: 665 shares; 2024Q1: 665 shares; 2024Q2: 222 shares; 2024Q3: 222 shares 222 $11.9K <0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,303 shares; 2023Q1: 3,028 shares; 2023Q2: 3,028 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 81 shares; 2024Q3: 81 shares 81 $11.5K <0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 37 shares; 2024Q1: 37 shares; 2024Q2: 37 shares; 2024Q3: 51 shares 51 $11.3K <0.01% +14 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 83 shares 83 $11.2K <0.01% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,000 shares; 2023Q1: 6,000 shares; 2023Q2: 6,000 shares; 2023Q3: 6,376 shares; 2023Q4: 6,578 shares; 2024Q1: 6,486 shares; 2024Q2: 7,486 shares; 2024Q3: 486 shares 486 $10.9K <0.01% -7,000 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 39 shares 39 $10.7K <0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 23 shares; 2023Q1: 23 shares; 2023Q2: 23 shares; 2023Q3: 33 shares; 2023Q4: 33 shares; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 23 shares 23 $10.3K <0.01% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 98 shares; 2023Q1: 98 shares; 2023Q2: 98 shares; 2023Q3: 116 shares; 2023Q4: 98 shares; 2024Q1: 98 shares; 2024Q2: 47 shares; 2024Q3: 47 shares 47 $10.3K <0.01% 0 Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 350 shares; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares 350 $10.2K <0.01% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 160 shares; 2023Q1: 160 shares; 2023Q2: 140 shares; 2023Q3: 140 shares; 2023Q4: 131 shares; 2024Q1: 131 shares; 2024Q2: 60 shares; 2024Q3: 60 shares 60 $9.06K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 35 shares; 2023Q1: 35 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares 35 $8.56K <0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 95 shares; 2023Q1: 95 shares; 2023Q2: 95 shares; 2023Q3: 95 shares; 2023Q4: 95 shares; 2024Q1: 95 shares; 2024Q2: 95 shares; 2024Q3: 95 shares 95 $8.47K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 31 shares; 2024Q3: 31 shares 31 $7.89K <0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 94 shares 94 $7.71K <0.01% new Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 170 shares; 2023Q1: 70 shares; 2023Q2: 70 shares; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares 70 $7.66K <0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 128 shares; 2023Q1: 60 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 48 shares; 2024Q2: 48 shares; 2024Q3: 48 shares 48 $7.34K <0.01% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 29 shares; 2024Q3: 29 shares 29 $7.32K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 61 shares; 2024Q3: 61 shares 61 $6.97K <0.01% 0 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 149 shares 149 $6.94K <0.01% new Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 512 shares; 2023Q1: 512 shares; 2023Q2: 512 shares; 2023Q3: 512 shares; 2023Q4: 512 shares; 2024Q1: 512 shares; 2024Q2: 512 shares; 2024Q3: 512 shares 512 $6.09K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7 shares; 2024Q3: 7 shares 7 $5.83K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 213 shares; 2024Q3: 50 shares 50 $5.82K <0.01% -163 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $5.72K <0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 119 shares; 2024Q3: 119 shares 119 $5.63K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 83 shares; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: 83 shares; 2024Q1: 83 shares; 2024Q2: 83 shares; 2024Q3: 83 shares 83 $5.17K <0.01% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $5.15K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 106 shares; 2023Q1: 106 shares; 2023Q2: 106 shares; 2023Q3: 106 shares; 2023Q4: 106 shares; 2024Q1: 106 shares; 2024Q2: 106 shares; 2024Q3: 106 shares 106 $5K <0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 44 shares 44 $4.79K <0.01% new Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 59 shares; 2023Q1: 59 shares; 2023Q2: 59 shares; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 59 shares; 2024Q2: 59 shares; 2024Q3: 59 shares 59 $4.67K <0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 550 shares; 2023Q1: 550 shares; 2023Q2: 550 shares; 2023Q3: 550 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 47 shares; 2024Q3: 47 shares 47 $4.3K <0.01% 0 Timeline TILRAY INC TILRAY INC More: the full row for TILRAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,866 shares; 2023Q1: 5,866 shares; 2023Q2: 5,866 shares; 2023Q3: 5,866 shares; 2023Q4: 5,866 shares; 2024Q1: 5,866 shares; 2024Q2: 5,866 shares; 2024Q3: 2,514 shares 2,514 $4.22K <0.01% -3,352 SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $4.17K <0.01% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 51 shares 51 $4.14K <0.01% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 24 shares 24 $4.1K <0.01% new Timeline THS TREEHOUSE FOODS INC More: the full row for TREEHOUSE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $4.08K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,156 shares; 2023Q1: 4,723 shares; 2023Q2: 4,723 shares; 2023Q3: 498 shares; 2023Q4: 498 shares; 2024Q1: 498 shares; 2024Q2: 498 shares; 2024Q3: 498 shares 498 $3.97K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16 shares; 2024Q3: 16 shares 16 $3.57K <0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9 shares; 2024Q3: 5 shares 5 $3.56K <0.01% -4 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $3.09K <0.01% 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 69 shares 69 $3.05K <0.01% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6 shares 6 $2.97K <0.01% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5 shares 5 $2.43K <0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 21 shares; 2023Q3: 86 shares; 2023Q4: 86 shares; 2024Q1: 86 shares; 2024Q2: 67 shares; 2024Q3: 5 shares 5 $2.38K <0.01% -62 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $2.08K <0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 100 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7 shares 7 $2.03K <0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $1.94K <0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $1.92K <0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10 shares 10 $1.91K <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 43 shares; 2024Q3: 27 shares 27 $1.83K <0.01% -16 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $1.76K <0.01% new Timeline ACRS ACLARIS THERAPEUTICS INC More: the full row for ACLARIS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares 1,500 $1.75K <0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 73 shares; 2023Q3: 473 shares; 2023Q4: 309 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15 shares 15 $1.75K <0.01% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: not reported; 2023Q4: 756 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20 shares 20 $1.66K <0.01% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 13 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 59 shares 59 $1.38K <0.01% new Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 73 shares; 2023Q1: 73 shares; 2023Q2: 73 shares; 2023Q3: 73 shares; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: 73 shares; 2024Q3: 73 shares 73 $1.31K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10 shares; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares 10 $1.26K <0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13 shares; 2023Q1: 13 shares; 2023Q2: 74 shares; 2023Q3: 74 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 13 shares; 2024Q3: 13 shares 13 $1.22K <0.01% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $924 <0.01% 0 Timeline IQ IQIYI INC More: the full row for IQIYI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares 250 $798 <0.01% 0 Timeline AMARIN CORP PLC AMARIN CORP PLC More: the full row for AMARIN CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,292 shares; 2023Q1: 1,292 shares; 2023Q2: 1,292 shares; 2023Q3: 1,292 shares; 2023Q4: 1,292 shares; 2024Q1: 1,292 shares; 2024Q2: 1,292 shares; 2024Q3: 1,200 shares 1,200 $725 <0.01% -92 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; 2022Q4: not reported; 2023Q1: 6 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 66 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $546 <0.01% 0 Timeline 2SEVENTY BIO INC COMMON STO… 2SEVENTY BIO INC COMMON STOCK More: the full row for 2SEVENTY BIO INC COMMON STOCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 166 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $481 <0.01% 0 CHARGEPOINT HLDGS INC CHARGEPOINT HLDGS INC More: the full row for CHARGEPOINT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares 350 $459 <0.01% 0 KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 17 shares; 2023Q1: 17 shares; 2023Q2: 17 shares; 2023Q3: 21 shares; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 7 shares; 2024Q3: 7 shares 7 $160 <0.01% 0 Timeline BLUEBIRD BIO INC BLUEBIRD BIO INC More: the full row for BLUEBIRD BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 500 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $146 <0.01% 0 CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares 30 $133 <0.01% 0 Timeline PHUN PHUNWARE INC More: the full row for PHUNWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares 30 $101 <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1 shares; 2023Q1: 1 shares; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares 1 $88 <0.01% 0 Timeline VIVO VIVOPOWER PLC More: the full row for VIVOPOWER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $78 <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,422 shares; 2024Q3: 1 shares 1 $71 <0.01% -1,421 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares 4 $44 <0.01% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 0 shares 0 $31 <0.01% new Amount filed as zero, left out of ratios. Timeline SVRA SAVARA INC More: the full row for SAVARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2 shares; 2023Q1: 2 shares; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares 2 $8 <0.01% 0 Timeline MULLEN AUTOMOTIVE INC (US) … MULLEN AUTOMOTIVE INC (US) Old More: the full row for MULLEN AUTOMOTIVE INC (US) Old Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $3 <0.01% new