IVE 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: 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 260,974 $47.5M 13.05% -3,365 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: 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 60,800 $33.3M 9.14% -868 Timeline USMV 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: 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 374,389 $31.4M 8.64% -4,699 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; 2022Q3: restricted; 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 802,371 $28.1M 7.73% +60,337 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: 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 248,484 $23M 6.32% -1,920 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: 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 244,370 $19M 5.22% -34,010 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: 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 327,663 $14.3M 3.94% +10,357 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 957 shares; 2024Q1: 2,320 shares; 2024Q2: 220,070 shares 220,070 $12.5M 3.43% +217,750 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: 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 157,386 $11.4M 3.14% -1,896 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; 2022Q3: restricted; 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 66,040 $11.3M 3.11% -19,866 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: 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 103,699 $11.1M 3.04% +3,276 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: 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 50,421 $11M 3.02% +8,130 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: 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 28,489 $10.4M 2.85% -50 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; 2022Q3: restricted; 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 219,158 $10.2M 2.81% +10,305 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; 2022Q3: restricted; 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 174,649 $10.1M 2.76% -2,430 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: 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 19,821 $9.91M 2.72% +2,248 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: 108 shares; 2023Q1: 108 shares; 2023Q2: 80 shares; 2023Q3: 13,670 shares; 2023Q4: 38,299 shares; 2024Q1: 42,490 shares; 2024Q2: 49,750 shares 49,750 $7.98M 2.19% +7,260 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: 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 131,776 $7.71M 2.12% +3,173 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: 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 10,364 $5.64M 1.55% -140 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: 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 41,459 $4.77M 1.31% +2,864 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; 2022Q3: restricted; 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 52,265 $4.07M 1.12% +10,080 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: 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 74,559 $3.99M 1.1% +1,092 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; 2022Q3: restricted; 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 10,089 $3.77M 1.04% +1,203 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; 2022Q3: restricted; 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 49,030 $3.36M 0.92% -1,600 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: 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 16,470 $3.18M 0.87% -340 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: 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 10,259 $1.79M 0.49% -100 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: 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 3,998 $1.53M 0.42% -500 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: 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 17,738 $1.44M 0.4% -551 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: 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 6,570 $1.33M 0.37% -25 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: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 3,064 shares; 2024Q1: 3,064 shares; 2024Q2: 3,101 shares 3,101 $1.26M 0.35% +37 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 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 19,800 $1.19M 0.33% 0 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; 2022Q3: restricted; 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 11,100 $1.12M 0.31% 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; 2022Q3: restricted; 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 8,630 $1.11M 0.3% -39 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; 2022Q3: restricted; 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 49,730 $867K 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; 2022Q3: restricted; 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 1,593 $852K 0.23% 0 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: 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 3,781 $796K 0.22% -556 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: 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 4,996 $551K 0.15% -200 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: 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 1,610 $537K 0.15% +529 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: 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 2,871 $523K 0.14% -129 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: 2,576 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 3,644 $440K 0.12% -683 Timeline IWN 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: 2,561 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 2,811 $428K 0.12% -254 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 270 shares; 2023Q2: 270 shares; 2023Q3: 538 shares; 2023Q4: 538 shares; 2024Q1: 538 shares; 2024Q2: 538 shares 538 $407K 0.11% 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; 2022Q3: restricted; 2022Q4: 850 shares; 2023Q1: 850 shares; 2023Q2: 705 shares; 2023Q3: 712 shares; 2023Q4: 814 shares; 2024Q1: 814 shares; 2024Q2: 765 shares 765 $342K 0.09% -49 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: 401 shares; 2023Q1: 401 shares; 2023Q2: 410 shares; 2023Q3: 401 shares; 2023Q4: 401 shares; 2024Q1: 401 shares; 2024Q2: 401 shares 401 $341K 0.09% 0 Timeline HAWAIIAN HOLDINGS INC HAWAIIAN HOLDINGS INC More: the full row for HAWAIIAN HOLDINGS 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: 26,686 shares 26,686 $332K 0.09% new 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; 2022Q3: restricted; 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 3,691 $323K 0.09% +1,943 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 350 shares 350 $317K 0.09% -50 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; 2022Q3: restricted; 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 9,450 $307K 0.08% 0 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: 31 shares; 2023Q1: 31 shares; 2023Q2: 31 shares; 2023Q3: 31 shares; 2023Q4: 1,134 shares; 2024Q1: 1,134 shares; 2024Q2: 1,083 shares 1,083 $290K 0.08% -51 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: 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 1,671 $276K 0.08% +27 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: 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 1,200 $243K 0.07% -290 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: 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 7,486 $232K 0.06% +1,000 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: 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 1,559 $228K 0.06% 0 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; 2022Q3: restricted; 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 3,795 $185K 0.05% +1,945 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; 2022Q3: restricted; 2022Q4: 730 shares; 2023Q1: 730 shares; 2023Q2: 730 shares; 2023Q3: 730 shares; 2023Q4: 730 shares; 2024Q1: 730 shares; 2024Q2: 730 shares 730 $182K 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; 2022Q3: restricted; 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 11,500 $180K 0.05% 0 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: 160 shares; 2023Q1: 140 shares; 2023Q2: 140 shares; 2023Q3: 418 shares; 2023Q4: 574 shares; 2024Q1: 574 shares; 2024Q2: 574 shares 574 $171K 0.05% 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; 2022Q3: restricted; 2022Q4: 790 shares; 2023Q1: 790 shares; 2023Q2: 790 shares; 2023Q3: 790 shares; 2023Q4: 790 shares; 2024Q1: 774 shares; 2024Q2: 774 shares 774 $159K 0.04% 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; 2022Q3: restricted; 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 1,827 $142K 0.04% 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,422 shares 1,422 $138K 0.04% new 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: 350 shares; 2023Q1: 350 shares; 2023Q2: 371 shares; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 300 shares 300 $134K 0.04% -50 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; 2022Q3: restricted; 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 3,560 $126K 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; 2022Q3: restricted; 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 1,275 $120K 0.03% 0 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: 407 shares; 2023Q1: 207 shares; 2023Q2: 207 shares; 2023Q3: 207 shares; 2023Q4: 307 shares; 2024Q1: 257 shares; 2024Q2: 257 shares 257 $120K 0.03% 0 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: 1,480 shares; 2023Q1: 1,160 shares; 2023Q2: 940 shares; 2023Q3: 1,330 shares; 2023Q4: 1,070 shares; 2024Q1: 610 shares; 2024Q2: 647 shares 647 $119K 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; 2022Q3: restricted; 2022Q4: 945 shares; 2023Q1: 945 shares; 2023Q2: 945 shares; 2023Q3: 795 shares; 2023Q4: 795 shares; 2024Q1: 795 shares; 2024Q2: 795 shares 795 $113K 0.03% 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; 2022Q3: restricted; 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 5,300 $93.5K 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; 2022Q3: restricted; 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 1,165 $91.3K 0.03% -255 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: 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 1,397 $88.9K 0.02% +97 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: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares 400 $88.2K 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; 2022Q3: restricted; 2022Q4: 175 shares; 2023Q1: not reported; 2023Q2: 14 shares; 2023Q3: 58 shares; 2023Q4: 58 shares; 2024Q1: 158 shares; 2024Q2: 158 shares 158 $87.8K 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; 2022Q3: restricted; 2022Q4: 1,150 shares; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares; 2023Q3: 740 shares; 2023Q4: 740 shares; 2024Q1: 740 shares; 2024Q2: 740 shares 740 $81K 0.02% 0 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; 2022Q3: restricted; 2022Q4: 410 shares; 2023Q1: 410 shares; 2023Q2: 990 shares; 2023Q3: 810 shares; 2023Q4: 810 shares; 2024Q1: 810 shares; 2024Q2: 810 shares 810 $81K 0.02% 0 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,000 shares 2,000 $80.8K 0.02% new 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; 2022Q3: restricted; 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 2,250 $79K 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; 2022Q3: restricted; 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 1,300 $78.4K 0.02% -150 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: 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 1,644 $78.1K 0.02% -839 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,212 shares; 2024Q1: 1,212 shares; 2024Q2: 861 shares 861 $77.2K 0.02% -351 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; 2022Q3: restricted; 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 1,040 $76.5K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,031 shares; 2024Q1: 1,965 shares; 2024Q2: 1,000 shares 1,000 $70.8K 0.02% -965 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: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 1,000 shares; 2023Q4: 1,193 shares; 2024Q1: 700 shares; 2024Q2: 500 shares 500 $70.6K 0.02% -200 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; 2022Q3: restricted; 2022Q4: 350 shares; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 350 shares 350 $68.7K 0.02% 0 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 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 900 $66.7K 0.02% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 9 shares; 2023Q1: 9 shares; 2023Q2: 9 shares; 2023Q3: 109 shares; 2023Q4: 109 shares; 2024Q1: 109 shares; 2024Q2: 334 shares 334 $66.1K 0.02% +225 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; 2022Q3: restricted; 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 815 $65.3K 0.02% -130 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; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 160 shares; 2023Q2: 273 shares; 2023Q3: 931 shares; 2023Q4: 931 shares; 2024Q1: 931 shares; 2024Q2: 871 shares 871 $64.5K 0.02% -60 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: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 258 shares; 2023Q4: 367 shares; 2024Q1: 76 shares; 2024Q2: 132 shares 132 $63.2K 0.02% +56 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: 100 shares; 2024Q1: not reported; 2024Q2: 1,250 shares 1,250 $60.8K 0.02% new 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; 2022Q3: restricted; 2022Q4: 25 shares; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 75 shares; 2024Q2: 75 shares 75 $55.1K 0.02% 0 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: 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 1,180 $53.7K 0.01% 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; 2022Q3: restricted; 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 2,726 $52.1K 0.01% 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; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 127 shares; 2023Q3: 216 shares; 2023Q4: 185 shares; 2024Q1: 150 shares; 2024Q2: 100 shares 100 $50.9K 0.01% -50 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; 2022Q3: restricted; 2022Q4: 270 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 3,509 shares; 2024Q1: 3,509 shares; 2024Q2: 3,509 shares 3,509 $50.4K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 500 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares 800 $49.1K 0.01% 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 390 shares 390 $48.2K 0.01% new 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: not reported; 2023Q1: not reported; 2023Q2: 425 shares; 2023Q3: 425 shares; 2023Q4: 320 shares; 2024Q1: 320 shares; 2024Q2: 376 shares 376 $44.7K 0.01% +56 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: 236 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 180 shares; 2023Q4: 195 shares; 2024Q1: 195 shares; 2024Q2: 180 shares 180 $43.6K 0.01% -15 Timeline EFAV 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: 600 shares; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares 600 $41.6K 0.01% 0 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: not reported; 2023Q1: not reported; 2023Q2: 67 shares; 2023Q3: 285 shares; 2023Q4: 221 shares; 2024Q1: 221 shares; 2024Q2: 150 shares 150 $39.4K 0.01% -71 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: 648 shares; 2023Q1: 648 shares; 2023Q2: 648 shares; 2023Q3: 648 shares; 2023Q4: 648 shares; 2024Q1: 648 shares; 2024Q2: 648 shares 648 $38K 0.01% 0 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; 2022Q3: restricted; 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 1,500 $36.5K 0.01% 0 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: not reported; 2023Q2: not reported; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,440 shares; 2024Q2: 1,440 shares 1,440 $36.5K 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; 2022Q3: restricted; 2022Q4: 730 shares; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 384 shares; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 350 shares 350 $35.5K 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; 2022Q3: restricted; 2022Q4: 258 shares; 2023Q1: 76 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 307 shares; 2024Q1: 307 shares; 2024Q2: 266 shares 266 $31.5K 0.01% -41 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; 2022Q3: restricted; 2022Q4: 208 shares; 2023Q1: 416 shares; 2023Q2: 316 shares; 2023Q3: 316 shares; 2023Q4: 316 shares; 2024Q1: 316 shares; 2024Q2: 316 shares 316 $31.3K 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; 2022Q3: restricted; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 213 shares 213 $30.4K 0.01% +113 Timeline AIVL 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: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $29.9K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 21 shares; 2023Q3: 86 shares; 2023Q4: 86 shares; 2024Q1: 86 shares; 2024Q2: 67 shares 67 $29.4K 0.01% -19 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: 446 shares; 2023Q1: 446 shares; 2023Q2: 446 shares; 2023Q3: 446 shares; 2023Q4: 525 shares; 2024Q1: 461 shares; 2024Q2: 160 shares 160 $29.2K 0.01% -301 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; 2022Q3: restricted; 2022Q4: 1,532 shares; 2023Q1: 1,442 shares; 2023Q2: 1,442 shares; 2023Q3: 742 shares; 2023Q4: 742 shares; 2024Q1: 742 shares; 2024Q2: 742 shares 742 $28.8K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares 2,000 $26.8K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 385 shares; 2024Q1: 355 shares; 2024Q2: 136 shares 136 $26.8K 0.01% -219 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: 262 shares; 2023Q1: 262 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $26.6K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,288 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares 1,200 $26.1K 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; 2022Q3: restricted; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 150 shares 150 $25.7K 0.01% -50 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 588 shares; 2024Q1: 512 shares; 2024Q2: 200 shares 200 $24.8K 0.01% -312 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 324 shares; 2024Q1: 324 shares; 2024Q2: 387 shares 387 $23.9K 0.01% +63 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; 2022Q3: restricted; 2022Q4: 296 shares; 2023Q1: 296 shares; 2023Q2: 296 shares; 2023Q3: 296 shares; 2023Q4: 296 shares; 2024Q1: 296 shares; 2024Q2: 296 shares 296 $23.2K 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; 2022Q3: restricted; 2022Q4: 900 shares; 2023Q1: 780 shares; 2023Q2: 780 shares; 2023Q3: 780 shares; 2023Q4: 780 shares; 2024Q1: 700 shares; 2024Q2: 360 shares 360 $23.1K 0.01% -340 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: 192 shares; 2023Q1: 192 shares; 2023Q2: 192 shares; 2023Q3: 192 shares; 2023Q4: 192 shares; 2024Q1: 192 shares; 2024Q2: 192 shares 192 $22.5K 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; 2022Q3: restricted; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $22.2K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 552 shares; 2024Q1: 552 shares; 2024Q2: 552 shares 552 $21.6K 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; 2022Q3: restricted; 2022Q4: 610 shares; 2023Q1: 610 shares; 2023Q2: 610 shares; 2023Q3: 610 shares; 2023Q4: 460 shares; 2024Q1: 450 shares; 2024Q2: 450 shares 450 $21.4K 0.01% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 30 shares; 2023Q3: 127 shares; 2023Q4: 127 shares; 2024Q1: 127 shares; 2024Q2: 127 shares 127 $20.9K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $20.5K 0.01% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 250 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 100 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $20.3K 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; 2022Q3: restricted; 2022Q4: 68 shares; 2023Q1: 19 shares; 2023Q2: 19 shares; 2023Q3: 19 shares; 2023Q4: 203 shares; 2024Q1: 119 shares; 2024Q2: 119 shares 119 $18.9K 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; 2022Q3: restricted; 2022Q4: 8 shares; 2023Q1: not reported; 2023Q2: 34 shares; 2023Q3: 219 shares; 2023Q4: 219 shares; 2024Q1: 219 shares; 2024Q2: 83 shares 83 $18.8K 0.01% -136 Timeline EQT EQT CORP More: the full row for EQT 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: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $18.5K 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; 2022Q3: restricted; 2022Q4: 120 shares; 2023Q1: 120 shares; 2023Q2: 120 shares; 2023Q3: 120 shares; 2023Q4: 120 shares; 2024Q1: 120 shares; 2024Q2: 120 shares 120 $18.1K <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; 2022Q3: restricted; 2022Q4: 201 shares; 2023Q1: 201 shares; 2023Q2: 196 shares; 2023Q3: 176 shares; 2023Q4: 176 shares; 2024Q1: 176 shares; 2024Q2: 176 shares 176 $18K <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; 2022Q3: restricted; 2022Q4: 760 shares; 2023Q1: 760 shares; 2023Q2: 760 shares; 2023Q3: 760 shares; 2023Q4: 760 shares; 2024Q1: 760 shares; 2024Q2: 760 shares 760 $17.6K <0.01% 0 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: 90 shares; 2023Q1: 90 shares; 2023Q2: 122 shares; 2023Q3: 257 shares; 2023Q4: 118 shares; 2024Q1: 118 shares; 2024Q2: 50 shares 50 $17.2K <0.01% -68 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 118 shares 118 $16.3K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 233 shares 233 $16.3K <0.01% new 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; 2022Q3: restricted; 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 1,458 $16.3K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 95 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $16.1K <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; 2022Q3: restricted; 2022Q4: 77 shares; 2023Q1: 77 shares; 2023Q2: 77 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares 60 $15.3K <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; 2022Q3: restricted; 2022Q4: 616 shares; 2023Q1: 616 shares; 2023Q2: 616 shares; 2023Q3: 616 shares; 2023Q4: 616 shares; 2024Q1: 616 shares; 2024Q2: 616 shares 616 $15.3K <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; 2022Q3: restricted; 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 308 $15.2K <0.01% new 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: 217 shares; 2023Q1: 217 shares; 2023Q2: 202 shares; 2023Q3: 202 shares; 2023Q4: 202 shares; 2024Q1: 202 shares; 2024Q2: 202 shares 202 $14.9K <0.01% 0 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; 2022Q3: restricted; 2022Q4: 185 shares; 2023Q1: 185 shares; 2023Q2: 185 shares; 2023Q3: 185 shares; 2023Q4: 185 shares; 2024Q1: 185 shares; 2024Q2: 185 shares 185 $14.6K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 14 shares; 2023Q3: 61 shares; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: 61 shares 61 $14.6K <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; 2022Q3: restricted; 2022Q4: 158 shares; 2023Q1: 158 shares; 2023Q2: 290 shares; 2023Q3: 158 shares; 2023Q4: 158 shares; 2024Q1: 158 shares; 2024Q2: 158 shares 158 $14.5K <0.01% 0 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; 2022Q3: restricted; 2022Q4: 665 shares; 2023Q1: 665 shares; 2023Q2: 665 shares; 2023Q3: 665 shares; 2023Q4: 665 shares; 2024Q1: 665 shares; 2024Q2: 222 shares 222 $14K <0.01% -443 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: 332 shares; 2023Q1: 332 shares; 2023Q2: 332 shares; 2023Q3: 332 shares; 2023Q4: 332 shares; 2024Q1: 332 shares; 2024Q2: 332 shares 332 $13K <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; 2022Q3: restricted; 2022Q4: 267 shares; 2023Q1: 267 shares; 2023Q2: 267 shares; 2023Q3: 267 shares; 2023Q4: 267 shares; 2024Q1: 267 shares; 2024Q2: 267 shares 267 $12.8K <0.01% 0 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $12.5K <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; 2022Q3: restricted; 2022Q4: 123 shares; 2023Q1: 123 shares; 2023Q2: 123 shares; 2023Q3: 123 shares; 2023Q4: 215 shares; 2024Q1: 123 shares; 2024Q2: 123 shares 123 $12.3K <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; 2022Q3: restricted; 2022Q4: 186 shares; 2023Q1: 186 shares; 2023Q2: 186 shares; 2023Q3: 186 shares; 2023Q4: 186 shares; 2024Q1: 186 shares; 2024Q2: 186 shares 186 $12.3K <0.01% 0 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: 20 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 21 shares; 2023Q4: 21 shares; 2024Q1: not reported; 2024Q2: 31 shares 31 $12.1K <0.01% new 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; 2022Q3: restricted; 2022Q4: 203 shares; 2023Q1: 203 shares; 2023Q2: 203 shares; 2023Q3: 203 shares; 2023Q4: 203 shares; 2024Q1: 203 shares; 2024Q2: 203 shares 203 $11.6K <0.01% 0 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF 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: 163 shares 163 $11.1K <0.01% new 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; 2022Q3: restricted; 2022Q4: 11,303 shares; 2023Q1: 3,028 shares; 2023Q2: 3,028 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 81 shares 81 $10.3K <0.01% new 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; 2022Q3: restricted; 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 5,866 $9.74K <0.01% 0 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; 2022Q3: restricted; 2022Q4: 350 shares; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 350 shares 350 $9.47K <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; 2022Q3: restricted; 2022Q4: 160 shares; 2023Q1: 160 shares; 2023Q2: 140 shares; 2023Q3: 140 shares; 2023Q4: 131 shares; 2024Q1: 131 shares; 2024Q2: 60 shares 60 $9.38K <0.01% -71 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares 100 $9.28K <0.01% 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: not reported; 2024Q2: 43 shares 43 $9.17K <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; 2022Q3: restricted; 2022Q4: 23 shares; 2023Q1: 23 shares; 2023Q2: 23 shares; 2023Q3: 33 shares; 2023Q4: 33 shares; 2024Q1: 23 shares; 2024Q2: 23 shares 23 $8.88K <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; 2022Q3: restricted; 2022Q4: 128 shares; 2023Q1: 60 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 48 shares; 2024Q2: 48 shares 48 $8.74K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 37 shares; 2024Q1: 37 shares; 2024Q2: 37 shares 37 $8.37K <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; 2022Q3: restricted; 2022Q4: 98 shares; 2023Q1: 98 shares; 2023Q2: 98 shares; 2023Q3: 116 shares; 2023Q4: 98 shares; 2024Q1: 98 shares; 2024Q2: 47 shares 47 $8.13K <0.01% -51 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; 2022Q3: restricted; 2022Q4: 35 shares; 2023Q1: 35 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares 35 $7.86K <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; 2022Q3: restricted; 2022Q4: 95 shares; 2023Q1: 95 shares; 2023Q2: 95 shares; 2023Q3: 95 shares; 2023Q4: 95 shares; 2024Q1: 95 shares; 2024Q2: 95 shares 95 $7.48K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 108 shares; 2024Q1: 108 shares; 2024Q2: 108 shares 108 $7.36K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7 shares 7 $7.16K <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; 2022Q3: restricted; 2022Q4: 170 shares; 2023Q1: 70 shares; 2023Q2: 70 shares; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares 70 $6.95K <0.01% 0 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 512 shares; 2023Q1: 512 shares; 2023Q2: 512 shares; 2023Q3: 512 shares; 2023Q4: 512 shares; 2024Q1: 512 shares; 2024Q2: 512 shares 512 $6.8K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 31 shares 31 $6.44K <0.01% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9 shares 9 $6.07K <0.01% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $5.89K <0.01% 0 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: not reported; 2024Q1: not reported; 2024Q2: 10 shares 10 $5.84K <0.01% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17 shares 17 $5.62K <0.01% new 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: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $5.6K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 119 shares 119 $5.46K <0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC 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: 61 shares 61 $5.45K <0.01% new 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: 29 shares 29 $4.97K <0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 83 shares; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: 83 shares; 2024Q1: 83 shares; 2024Q2: 83 shares 83 $4.9K <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; 2022Q3: restricted; 2022Q4: 106 shares; 2023Q1: 106 shares; 2023Q2: 106 shares; 2023Q3: 106 shares; 2023Q4: 106 shares; 2024Q1: 106 shares; 2024Q2: 106 shares 106 $4.52K <0.01% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY 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: 32 shares 32 $4.47K <0.01% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14 shares 14 $4.06K <0.01% new 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $3.8K <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; 2022Q3: restricted; 2022Q4: 5,156 shares; 2023Q1: 4,723 shares; 2023Q2: 4,723 shares; 2023Q3: 498 shares; 2023Q4: 498 shares; 2024Q1: 498 shares; 2024Q2: 498 shares 498 $3.71K <0.01% 0 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; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $3.66K <0.01% 0 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $3.65K <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; 2022Q3: restricted; 2022Q4: 550 shares; 2023Q1: 550 shares; 2023Q2: 550 shares; 2023Q3: 550 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 47 shares 47 $3.65K <0.01% new Timeline WING WINGSTOP INC More: the full row for WINGSTOP 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: 8 shares 8 $3.38K <0.01% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16 shares 16 $3.37K <0.01% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 13 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4 shares 4 $3.3K <0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS 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: 4 shares 4 $3.29K <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; 2022Q3: restricted; 2022Q4: 59 shares; 2023Q1: 59 shares; 2023Q2: 59 shares; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 59 shares; 2024Q2: 59 shares 59 $3.23K <0.01% 0 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS 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: 20 shares 20 $3.04K <0.01% new 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: not reported; 2023Q1: not reported; 2023Q2: 48 shares; 2023Q3: 0 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12 shares 12 $2.9K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 43 shares 43 $2.27K <0.01% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9 shares 9 $2.12K <0.01% new Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 11 shares 11 $1.85K <0.01% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF 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: 34 shares 34 $1.81K <0.01% new Timeline KBR KBR INC More: the full row for KBR 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: 26 shares 26 $1.67K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares 1,500 $1.65K <0.01% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON 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: 7 shares 7 $1.62K <0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 10 shares; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares 10 $1.52K <0.01% 0 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; 2022Q3: restricted; 2022Q4: 73 shares; 2023Q1: 73 shares; 2023Q2: 73 shares; 2023Q3: 73 shares; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: 73 shares 73 $1.37K <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; 2022Q3: restricted; 2022Q4: 13 shares; 2023Q1: 13 shares; 2023Q2: 74 shares; 2023Q3: 74 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 13 shares 13 $1.29K <0.01% -2 Timeline IQ IQIYI INC More: the full row for IQIYI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares 250 $918 <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; 2022Q3: restricted; 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 1,292 $889 <0.01% 0 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; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $676 <0.01% 0 Timeline 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 350 shares 350 $529 <0.01% 0 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: 6 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 66 shares; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $468 <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 166 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $385 <0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 500 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $295 <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares 30 $194 <0.01% 0 Timeline 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; 2022Q3: restricted; 2022Q4: 17 shares; 2023Q1: 17 shares; 2023Q2: 17 shares; 2023Q3: 21 shares; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 7 shares 7 $184 <0.01% -10 Timeline PHUN PHUNWARE INC More: the full row for PHUNWARE 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: 30 shares; 2024Q2: 30 shares 30 $165 <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $138 <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; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: 1 shares; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares 1 $79 <0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares 4 $66 <0.01% 0 Timeline SVRA SAVARA INC More: the full row for SAVARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2 shares; 2023Q1: 2 shares; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares 2 $8 <0.01% 0 Timeline MULLEN AUTOMOTIVE INC MULLEN AUTOMOTIVE INC More: the full row for MULLEN AUTOMOTIVE 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 shares; 2024Q1: 1 shares; 2024Q2: 1 shares 1 $2 <0.01% 0 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 113 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED 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: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline FROG JFROG LTD More: the full row for JFROG LTD 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: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. 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: not reported; 2024Q2: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO 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: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline