FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 649,882 shares; 2023Q2: not loaded; 2023Q3: 686,150 shares; 2023Q4: 698,088 shares; 2024Q1: 707,230 shares; 2024Q2: 711,407 shares; 2024Q3: 719,793 shares; 2024Q4: 720,277 shares 720,277 $15.6M 11.69% +484 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 290,413 shares; 2023Q2: not loaded; 2023Q3: 298,563 shares; 2023Q4: 299,321 shares; 2024Q1: 299,939 shares; 2024Q2: 299,773 shares; 2024Q3: 299,414 shares; 2024Q4: 293,861 shares 293,861 $14.2M 10.58% -5,553 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 56,185 shares; 2023Q2: not loaded; 2023Q3: 55,251 shares; 2023Q4: 54,166 shares; 2024Q1: 55,348 shares; 2024Q2: 56,749 shares; 2024Q3: 54,537 shares; 2024Q4: 28,553 shares 28,553 $7.15M 5.34% -25,984 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,473 shares; 2023Q2: not loaded; 2023Q3: 16,049 shares; 2023Q4: 16,553 shares; 2024Q1: 16,567 shares; 2024Q2: 16,295 shares; 2024Q3: 10,180 shares; 2024Q4: 6,160 shares 6,160 $5.64M 4.22% -4,020 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 492,709 shares; 2023Q2: not loaded; 2023Q3: 519,022 shares; 2023Q4: 516,432 shares; 2024Q1: 514,289 shares; 2024Q2: 505,647 shares; 2024Q3: 501,792 shares; 2024Q4: 494,697 shares 494,697 $5.58M 4.17% -7,095 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 38,139 shares; 2023Q2: not loaded; 2023Q3: 38,172 shares; 2023Q4: 38,825 shares; 2024Q1: 40,812 shares; 2024Q2: 41,812 shares; 2024Q3: 36,058 shares; 2024Q4: 17,463 shares 17,463 $3.83M 2.86% -18,595 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,797 shares; 2023Q2: not loaded; 2023Q3: 6,855 shares; 2023Q4: 8,005 shares; 2024Q1: 8,083 shares; 2024Q2: 98,216 shares; 2024Q3: 62,857 shares; 2024Q4: 28,071 shares 28,071 $3.77M 2.82% -34,786 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 27,423 shares; 2023Q2: not loaded; 2023Q3: 44,399 shares; 2023Q4: 39,079 shares; 2024Q1: 40,389 shares; 2024Q2: 41,838 shares; 2024Q3: 42,324 shares; 2024Q4: 41,519 shares 41,519 $2.96M 2.22% -805 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 30,100 shares; 2023Q2: not loaded; 2023Q3: 27,610 shares; 2023Q4: 33,050 shares; 2024Q1: 38,552 shares; 2024Q2: 42,212 shares; 2024Q3: 43,343 shares; 2024Q4: 46,871 shares 46,871 $2.65M 1.98% +3,528 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; 2023Q1: 2,968 shares; 2023Q2: not loaded; 2023Q3: 52,356 shares; 2023Q4: 44,846 shares; 2024Q1: 47,652 shares; 2024Q2: 53,184 shares; 2024Q3: 53,817 shares; 2024Q4: 29,995 shares 29,995 $2.64M 1.97% -23,822 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,143 shares; 2023Q2: not loaded; 2023Q3: 13,216 shares; 2023Q4: 13,394 shares; 2024Q1: 10,790 shares; 2024Q2: 11,650 shares; 2024Q3: 9,914 shares; 2024Q4: 5,070 shares 5,070 $2.59M 1.94% -4,844 Timeline LMBS 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; 2023Q1: 32,462 shares; 2023Q2: not loaded; 2023Q3: 36,496 shares; 2023Q4: 35,716 shares; 2024Q1: 36,915 shares; 2024Q2: 36,810 shares; 2024Q3: 34,861 shares; 2024Q4: 47,220 shares 47,220 $2.3M 1.72% +12,359 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,405 shares; 2023Q2: not loaded; 2023Q3: 9,462 shares; 2023Q4: 12,014 shares; 2024Q1: 12,493 shares; 2024Q2: 13,419 shares; 2024Q3: 10,353 shares; 2024Q4: 5,019 shares 5,019 $2.12M 1.58% -5,334 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 415,514 shares; 2023Q2: not loaded; 2023Q3: 489,942 shares; 2023Q4: 525,697 shares; 2024Q1: 533,919 shares; 2024Q2: 537,191 shares; 2024Q3: 537,690 shares; 2024Q4: 530,284 shares 530,284 $1.94M 1.45% -7,406 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; 2023Q1: 22,058 shares; 2023Q2: not loaded; 2023Q3: 21,010 shares; 2023Q4: 18,027 shares; 2024Q1: 18,550 shares; 2024Q2: 18,131 shares; 2024Q3: 17,413 shares; 2024Q4: 12,400 shares 12,400 $1.71M 1.27% -5,013 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 10,000 shares; 2023Q4: 36,025 shares; 2024Q1: 49,865 shares; 2024Q2: 61,865 shares; 2024Q3: 61,095 shares; 2024Q4: 74,896 shares 74,896 $1.65M 1.23% +13,801 Timeline FTC 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; 2023Q1: 13 shares; 2023Q2: not loaded; 2023Q3: 1,484 shares; 2023Q4: 4,844 shares; 2024Q1: 4,719 shares; 2024Q2: 4,356 shares; 2024Q3: 9,816 shares; 2024Q4: 10,049 shares 10,049 $1.39M 1.04% +233 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 88 shares; 2023Q4: 8,015 shares; 2024Q1: 8,314 shares; 2024Q2: 8,610 shares; 2024Q3: 8,600 shares; 2024Q4: 9,067 shares 9,067 $1.31M 0.98% +467 Timeline FVD 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; 2023Q1: 36,752 shares; 2023Q2: not loaded; 2023Q3: 36,312 shares; 2023Q4: 36,382 shares; 2024Q1: 36,312 shares; 2024Q2: 34,558 shares; 2024Q3: 34,849 shares; 2024Q4: 28,630 shares 28,630 $1.25M 0.93% -6,219 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 24,549 shares; 2023Q4: 53,167 shares; 2024Q1: 85,668 shares; 2024Q2: 113,975 shares; 2024Q3: 90,823 shares; 2024Q4: 40,501 shares 40,501 $1.23M 0.92% -50,322 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 198 shares; 2024Q2: 198 shares; 2024Q3: 198 shares; 2024Q4: 47,424 shares 47,424 $1.17M 0.87% +47,226 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 19,778 shares; 2023Q4: 49,547 shares; 2024Q1: 84,715 shares; 2024Q2: 92,671 shares; 2024Q3: 73,087 shares; 2024Q4: 19,882 shares 19,882 $1.12M 0.84% -53,205 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,746 shares; 2023Q2: not loaded; 2023Q3: 10,890 shares; 2023Q4: 10,570 shares; 2024Q1: 9,996 shares; 2024Q2: 10,574 shares; 2024Q3: 10,393 shares; 2024Q4: 6,169 shares 6,169 $1.1M 0.82% -4,224 Timeline KNG 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; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 5,633 shares; 2024Q1: 44,305 shares; 2024Q2: 73,403 shares; 2024Q3: 100,711 shares; 2024Q4: 21,742 shares 21,742 $1.09M 0.82% -78,969 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,675 shares; 2023Q2: not loaded; 2023Q3: 17,833 shares; 2023Q4: 17,086 shares; 2024Q1: 10,033 shares; 2024Q2: 10,634 shares; 2024Q3: 11,978 shares; 2024Q4: 4,526 shares 4,526 $1.05M 0.79% -7,452 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 1,488 shares; 2023Q4: 21,055 shares; 2024Q1: 22,128 shares; 2024Q2: 22,150 shares; 2024Q3: 22,283 shares; 2024Q4: 22,820 shares 22,820 $985K 0.74% +537 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 24 shares; 2023Q2: not loaded; 2023Q3: 60,554 shares; 2023Q4: 23,941 shares; 2024Q1: 24,037 shares; 2024Q2: 23,863 shares; 2024Q3: 23,537 shares; 2024Q4: 23,537 shares 23,537 $949K 0.71% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 11,550 shares; 2024Q1: 12,810 shares; 2024Q2: 13,640 shares; 2024Q3: 13,580 shares; 2024Q4: 20,480 shares 20,480 $901K 0.67% +6,900 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,419 shares; 2023Q2: not loaded; 2023Q3: 6,470 shares; 2023Q4: 7,220 shares; 2024Q1: 6,472 shares; 2024Q2: 5,971 shares; 2024Q3: 5,406 shares; 2024Q4: 3,466 shares 3,466 $839K 0.63% -1,940 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,130 shares; 2023Q2: not loaded; 2023Q3: 6,181 shares; 2023Q4: 6,946 shares; 2024Q1: 7,515 shares; 2024Q2: 7,437 shares; 2024Q3: 8,039 shares; 2024Q4: 4,271 shares 4,271 $813K 0.61% -3,768 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; 2023Q1: 11,162 shares; 2023Q2: not loaded; 2023Q3: 11,066 shares; 2023Q4: 9,957 shares; 2024Q1: 9,612 shares; 2024Q2: 8,458 shares; 2024Q3: 6,507 shares; 2024Q4: 6,603 shares 6,603 $789K 0.59% +96 Timeline FTHI 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; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 51,258 shares; 2023Q4: 55,467 shares; 2024Q1: 52,847 shares; 2024Q2: 56,427 shares; 2024Q3: 37,893 shares; 2024Q4: 33,901 shares 33,901 $788K 0.59% -3,992 Timeline SKYY 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; 2023Q1: 5,752 shares; 2023Q2: not loaded; 2023Q3: 5,754 shares; 2023Q4: 5,773 shares; 2024Q1: 5,990 shares; 2024Q2: 6,030 shares; 2024Q3: 6,207 shares; 2024Q4: 6,269 shares 6,269 $746K 0.56% +62 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,780 shares; 2023Q2: not loaded; 2023Q3: 8,733 shares; 2023Q4: 7,744 shares; 2024Q1: 8,256 shares; 2024Q2: 9,035 shares; 2024Q3: 8,362 shares; 2024Q4: 1,220 shares 1,220 $715K 0.53% -7,142 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,556 shares; 2023Q2: not loaded; 2023Q3: 7,334 shares; 2023Q4: 7,123 shares; 2024Q1: 7,123 shares; 2024Q2: 6,923 shares; 2024Q3: 6,771 shares; 2024Q4: 6,137 shares 6,137 $634K 0.47% -634 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 14,106 shares; 2023Q2: not loaded; 2023Q3: 13,454 shares; 2023Q4: 12,664 shares; 2024Q1: 12,524 shares; 2024Q2: 11,496 shares; 2024Q3: 11,153 shares; 2024Q4: 5,375 shares 5,375 $608K 0.45% -5,778 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,652 shares; 2023Q2: not loaded; 2023Q3: 3,449 shares; 2023Q4: 4,096 shares; 2024Q1: 5,400 shares; 2024Q2: 6,403 shares; 2024Q3: 5,399 shares; 2024Q4: 1,895 shares 1,895 $598K 0.45% -3,504 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,208 shares; 2023Q2: not loaded; 2023Q3: 2,334 shares; 2023Q4: 2,819 shares; 2024Q1: 3,155 shares; 2024Q2: 3,362 shares; 2024Q3: 3,400 shares; 2024Q4: 3,514 shares 3,514 $580K 0.43% +114 Timeline OPITQ OFFICE PPTYS INCOME TR COM SHS More: the full row for OFFICE PPTYS INCOME TR COM SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 324,946 shares; 2023Q2: not loaded; 2023Q3: 402,137 shares; 2023Q4: 517,375 shares; 2024Q1: 520,709 shares; 2024Q2: 552,446 shares; 2024Q3: 556,394 shares; 2024Q4: 547,941 shares 547,941 $547K 0.41% -8,453 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,242 shares; 2023Q2: not loaded; 2023Q3: 9,158 shares; 2023Q4: 12,317 shares; 2024Q1: 11,982 shares; 2024Q2: 11,790 shares; 2024Q3: 11,195 shares; 2024Q4: 3,594 shares 3,594 $546K 0.41% -7,601 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; 2023Q1: 5,836 shares; 2023Q2: not loaded; 2023Q3: 7,572 shares; 2023Q4: 4,282 shares; 2024Q1: 4,172 shares; 2024Q2: 11,416 shares; 2024Q3: 7,888 shares; 2024Q4: 7,167 shares 7,167 $542K 0.41% -721 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; 2023Q1: 6,729 shares; 2023Q2: not loaded; 2023Q3: 17,631 shares; 2023Q4: 19,860 shares; 2024Q1: 25,939 shares; 2024Q2: 29,763 shares; 2024Q3: 30,321 shares; 2024Q4: 7,139 shares 7,139 $539K 0.4% -23,182 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 24,916 shares; 2023Q2: not loaded; 2023Q3: 20,633 shares; 2023Q4: 19,552 shares; 2024Q1: 21,867 shares; 2024Q2: 23,599 shares; 2024Q3: 12,679 shares; 2024Q4: 4,879 shares 4,879 $524K 0.39% -7,800 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,076 shares; 2023Q2: not loaded; 2023Q3: 9,180 shares; 2023Q4: 19,498 shares; 2024Q1: 11,555 shares; 2024Q2: 14,175 shares; 2024Q3: 10,409 shares; 2024Q4: 5,769 shares 5,769 $494K 0.37% -4,640 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 6,780 shares; 2024Q1: 8,370 shares; 2024Q2: 9,915 shares; 2024Q3: 9,915 shares; 2024Q4: 12,795 shares 12,795 $491K 0.37% +2,880 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; 2023Q1: 8,034 shares; 2023Q2: not loaded; 2023Q3: 9,956 shares; 2023Q4: 10,486 shares; 2024Q1: 10,918 shares; 2024Q2: 11,487 shares; 2024Q3: 11,589 shares; 2024Q4: 11,215 shares 11,215 $456K 0.34% -374 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,118 shares; 2023Q2: not loaded; 2023Q3: 5,813 shares; 2023Q4: 6,246 shares; 2024Q1: 6,372 shares; 2024Q2: 5,986 shares; 2024Q3: 4,380 shares; 2024Q4: 998 shares 998 $452K 0.34% -3,382 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,321 shares; 2023Q2: not loaded; 2023Q3: 2,670 shares; 2023Q4: 2,615 shares; 2024Q1: 2,558 shares; 2024Q2: 3,029 shares; 2024Q3: 2,935 shares; 2024Q4: 1,584 shares 1,584 $412K 0.31% -1,351 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,109 shares; 2023Q2: not loaded; 2023Q3: 6,450 shares; 2023Q4: 6,220 shares; 2024Q1: 7,954 shares; 2024Q2: 9,727 shares; 2024Q3: 9,954 shares; 2024Q4: 2,167 shares 2,167 $410K 0.31% -7,787 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 21,548 shares; 2023Q2: not loaded; 2023Q3: 14,105 shares; 2023Q4: 11,344 shares; 2024Q1: 11,368 shares; 2024Q2: 10,601 shares; 2024Q3: 9,425 shares; 2024Q4: 1,336 shares 1,336 $387K 0.29% -8,089 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,540 shares; 2023Q2: not loaded; 2023Q3: 4,332 shares; 2023Q4: 4,218 shares; 2024Q1: 4,122 shares; 2024Q2: 4,031 shares; 2024Q3: 2,160 shares; 2024Q4: 1,297 shares 1,297 $384K 0.29% -863 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 157 shares; 2023Q2: not loaded; 2023Q3: 140 shares; 2023Q4: 3,110 shares; 2024Q1: 3,068 shares; 2024Q2: 3,068 shares; 2024Q3: 3,048 shares; 2024Q4: 2,973 shares 2,973 $384K 0.29% -75 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 608 shares; 2024Q1: 656 shares; 2024Q2: 826 shares; 2024Q3: 782 shares; 2024Q4: 907 shares 907 $384K 0.29% +125 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,999 shares; 2023Q2: not loaded; 2023Q3: 2,623 shares; 2023Q4: 2,586 shares; 2024Q1: 2,418 shares; 2024Q2: 2,808 shares; 2024Q3: 2,660 shares; 2024Q4: 984 shares 984 $382K 0.29% -1,676 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,593 shares; 2023Q2: not loaded; 2023Q3: 3,242 shares; 2023Q4: 3,861 shares; 2024Q1: 4,507 shares; 2024Q2: 5,723 shares; 2024Q3: 4,911 shares; 2024Q4: 940 shares 940 $379K 0.28% -3,971 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 291 shares; 2023Q2: not loaded; 2023Q3: 556 shares; 2023Q4: 654 shares; 2024Q1: 586 shares; 2024Q2: 739 shares; 2024Q3: 7,747 shares; 2024Q4: 1,609 shares 1,609 $373K 0.28% -6,138 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,057 shares; 2024Q3: 17,724 shares; 2024Q4: 11,899 shares 11,899 $372K 0.28% -5,825 Timeline XES SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,675 shares 4,675 $368K 0.28% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,275 shares; 2023Q2: not loaded; 2023Q3: 8,275 shares; 2023Q4: 8,905 shares; 2024Q1: 8,522 shares; 2024Q2: 9,067 shares; 2024Q3: 7,561 shares; 2024Q4: 1,525 shares 1,525 $365K 0.27% -6,036 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 42 shares; 2024Q4: 6,502 shares 6,502 $364K 0.27% +6,460 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,666 shares; 2023Q2: not loaded; 2023Q3: 8,028 shares; 2023Q4: 8,248 shares; 2024Q1: 8,463 shares; 2024Q2: 8,482 shares; 2024Q3: 8,249 shares; 2024Q4: 3,636 shares 3,636 $361K 0.27% -4,613 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,368 shares; 2023Q2: not loaded; 2023Q3: 1,223 shares; 2023Q4: 4,079 shares; 2024Q1: 4,372 shares; 2024Q2: 4,448 shares; 2024Q3: 4,013 shares; 2024Q4: 2,854 shares 2,854 $361K 0.27% -1,159 Timeline CIBR 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; 2023Q1: 2,912 shares; 2023Q2: not loaded; 2023Q3: 2,981 shares; 2023Q4: 2,904 shares; 2024Q1: 18,228 shares; 2024Q2: 22,245 shares; 2024Q3: 10,301 shares; 2024Q4: 5,705 shares 5,705 $361K 0.27% -4,596 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; 2023Q1: 11,250 shares; 2023Q2: not loaded; 2023Q3: 7,711 shares; 2023Q4: 2,528 shares; 2024Q1: 2,616 shares; 2024Q2: 2,525 shares; 2024Q3: 2,521 shares; 2024Q4: 1,815 shares 1,815 $355K 0.27% -706 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 444 shares; 2023Q2: not loaded; 2023Q3: 444 shares; 2023Q4: 444 shares; 2024Q1: 991 shares; 2024Q2: 1,022 shares; 2024Q3: 4,524 shares; 2024Q4: 8,152 shares 8,152 $355K 0.27% +3,628 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5 shares; 2023Q2: not loaded; 2023Q3: 5 shares; 2023Q4: 66 shares; 2024Q1: 63 shares; 2024Q2: 62 shares; 2024Q3: 65 shares; 2024Q4: 67 shares 67 $332K 0.25% +2 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,577 shares; 2023Q2: not loaded; 2023Q3: 9,736 shares; 2023Q4: 9,153 shares; 2024Q1: 6,964 shares; 2024Q2: 5,868 shares; 2024Q3: 4,851 shares; 2024Q4: 1,460 shares 1,460 $329K 0.25% -3,391 Timeline FDL 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; 2023Q1: 5,647 shares; 2023Q2: not loaded; 2023Q3: 8,448 shares; 2023Q4: 8,448 shares; 2024Q1: 8,448 shares; 2024Q2: 8,348 shares; 2024Q3: 8,238 shares; 2024Q4: 7,988 shares 7,988 $321K 0.24% -250 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,508 shares; 2023Q2: not loaded; 2023Q3: 2,869 shares; 2023Q4: 2,744 shares; 2024Q1: 2,744 shares; 2024Q2: 2,734 shares; 2024Q3: 3,023 shares; 2024Q4: 1,972 shares 1,972 $320K 0.24% -1,051 Timeline FEX 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; 2023Q1: 932 shares; 2023Q2: not loaded; 2023Q3: 1,488 shares; 2023Q4: 2,876 shares; 2024Q1: 2,876 shares; 2024Q2: 2,876 shares; 2024Q3: 3,018 shares; 2024Q4: 3,018 shares 3,018 $314K 0.23% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,896 shares; 2023Q2: not loaded; 2023Q3: 3,754 shares; 2023Q4: 4,630 shares; 2024Q1: 4,648 shares; 2024Q2: 5,037 shares; 2024Q3: 4,070 shares; 2024Q4: 2,243 shares 2,243 $312K 0.23% -1,827 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 33 shares; 2023Q2: not loaded; 2023Q3: 1,043 shares; 2023Q4: 417 shares; 2024Q1: 414 shares; 2024Q2: 415 shares; 2024Q3: 415 shares; 2024Q4: 3,453 shares 3,453 $312K 0.23% +3,038 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,000 shares; 2023Q2: not loaded; 2023Q3: 1,017 shares; 2023Q4: 833 shares; 2024Q1: 1,372 shares; 2024Q2: 1,578 shares; 2024Q3: 1,556 shares; 2024Q4: 491 shares 491 $305K 0.23% -1,065 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 473 shares; 2023Q2: not loaded; 2023Q3: 545 shares; 2023Q4: 592 shares; 2024Q1: 592 shares; 2024Q2: 592 shares; 2024Q3: 710 shares; 2024Q4: 1,320 shares 1,320 $304K 0.23% +610 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,244 shares; 2023Q2: not loaded; 2023Q3: 3,129 shares; 2023Q4: 2,782 shares; 2024Q1: 2,796 shares; 2024Q2: 4,301 shares; 2024Q3: 4,484 shares; 2024Q4: 4,587 shares 4,587 $301K 0.22% +103 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 408 shares; 2023Q2: not loaded; 2023Q3: 360 shares; 2023Q4: 1,711 shares; 2024Q1: 1,745 shares; 2024Q2: 1,704 shares; 2024Q3: 1,581 shares; 2024Q4: 1,507 shares 1,507 $298K 0.22% -74 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 1,859 shares; 2024Q1: 5,075 shares; 2024Q2: 11,419 shares; 2024Q3: 6,915 shares; 2024Q4: 3,677 shares 3,677 $297K 0.22% -3,238 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6 shares; 2023Q2: not loaded; 2023Q3: 34 shares; 2023Q4: 147 shares; 2024Q1: 229 shares; 2024Q2: 249 shares; 2024Q3: 1,474 shares; 2024Q4: 1,458 shares 1,458 $296K 0.22% -16 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 760 shares; 2023Q2: not loaded; 2023Q3: 1,528 shares; 2023Q4: 3,818 shares; 2024Q1: 3,836 shares; 2024Q2: 3,977 shares; 2024Q3: 3,964 shares; 2024Q4: 3,341 shares 3,341 $287K 0.21% -623 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; 2023Q1: 4,949 shares; 2023Q2: not loaded; 2023Q3: 4,495 shares; 2023Q4: 3,014 shares; 2024Q1: 3,933 shares; 2024Q2: 4,279 shares; 2024Q3: 4,049 shares; 2024Q4: 1,370 shares 1,370 $276K 0.21% -2,679 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; 2023Q1: 4,154 shares; 2023Q2: not loaded; 2023Q3: 2,975 shares; 2023Q4: 3,008 shares; 2024Q1: 2,837 shares; 2024Q2: 2,647 shares; 2024Q3: 1,597 shares; 2024Q4: 1,113 shares 1,113 $274K 0.2% -484 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,384 shares; 2023Q2: not loaded; 2023Q3: 3,649 shares; 2023Q4: 3,573 shares; 2024Q1: 2,807 shares; 2024Q2: 2,866 shares; 2024Q3: 2,108 shares; 2024Q4: 563 shares 563 $273K 0.2% -1,545 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 71 shares; 2023Q4: 72 shares; 2024Q1: 13,942 shares; 2024Q2: 14,790 shares; 2024Q3: 15,185 shares; 2024Q4: 15,470 shares 15,470 $273K 0.2% +285 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 1,110 shares; 2023Q4: 5,639 shares; 2024Q1: 7,540 shares; 2024Q2: 8,743 shares; 2024Q3: 9,080 shares; 2024Q4: 9,395 shares 9,395 $266K 0.2% +315 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,291 shares; 2023Q2: not loaded; 2023Q3: 2,436 shares; 2023Q4: 2,459 shares; 2024Q1: 2,429 shares; 2024Q2: 2,373 shares; 2024Q3: 2,280 shares; 2024Q4: 438 shares 438 $257K 0.19% -1,842 Timeline LGOV 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; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,860 shares; 2024Q4: 12,372 shares 12,372 $257K 0.19% +10,512 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,772 shares; 2023Q2: not loaded; 2023Q3: 8,366 shares; 2023Q4: 8,366 shares; 2024Q1: 8,521 shares; 2024Q2: 7,738 shares; 2024Q3: 5,801 shares; 2024Q4: 635 shares 635 $255K 0.19% -5,166 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,774 shares; 2023Q2: not loaded; 2023Q3: 6,010 shares; 2023Q4: 6,021 shares; 2024Q1: 5,927 shares; 2024Q2: 5,255 shares; 2024Q3: 4,558 shares; 2024Q4: 330 shares 330 $254K 0.19% -4,228 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 43,026 shares; 2023Q2: not loaded; 2023Q3: 34,173 shares; 2023Q4: 34,567 shares; 2024Q1: 29,943 shares; 2024Q2: 25,211 shares; 2024Q3: 24,039 shares; 2024Q4: 2,779 shares 2,779 $246K 0.18% -21,260 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,036 shares; 2023Q2: not loaded; 2023Q3: 3,071 shares; 2023Q4: 3,095 shares; 2024Q1: 3,115 shares; 2024Q2: 3,115 shares; 2024Q3: 3,115 shares; 2024Q4: 3,115 shares 3,115 $245K 0.18% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 14,623 shares; 2023Q2: not loaded; 2023Q3: 11,608 shares; 2023Q4: 12,191 shares; 2024Q1: 10,066 shares; 2024Q2: 10,154 shares; 2024Q3: 9,191 shares; 2024Q4: 1,437 shares 1,437 $243K 0.18% -7,754 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 337 shares; 2023Q2: not loaded; 2023Q3: 257 shares; 2023Q4: 876 shares; 2024Q1: 1,933 shares; 2024Q2: 2,257 shares; 2024Q3: 2,252 shares; 2024Q4: 697 shares 697 $238K 0.18% -1,555 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 823 shares; 2023Q2: not loaded; 2023Q3: 698 shares; 2023Q4: 988 shares; 2024Q1: 1,937 shares; 2024Q2: 2,457 shares; 2024Q3: 2,020 shares; 2024Q4: 397 shares 397 $232K 0.17% -1,623 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,560 shares; 2023Q2: not loaded; 2023Q3: 4,690 shares; 2023Q4: 4,579 shares; 2024Q1: 14,435 shares; 2024Q2: 15,470 shares; 2024Q3: 15,005 shares; 2024Q4: 2,499 shares 2,499 $225K 0.17% -12,506 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1 shares; 2023Q2: not loaded; 2023Q3: 3,276 shares; 2023Q4: 1,475 shares; 2024Q1: 1,635 shares; 2024Q2: 1,456 shares; 2024Q3: 1,025 shares; 2024Q4: 1,084 shares 1,084 $224K 0.17% +59 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; 2023Q1: 1,383 shares; 2023Q2: not loaded; 2023Q3: 1,390 shares; 2023Q4: 1,263 shares; 2024Q1: 1,060 shares; 2024Q2: 1,044 shares; 2024Q3: 1,021 shares; 2024Q4: 845 shares 845 $214K 0.16% -176 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 303 shares; 2023Q2: not loaded; 2023Q3: 291 shares; 2023Q4: 247 shares; 2024Q1: 248 shares; 2024Q2: 248 shares; 2024Q3: 250 shares; 2024Q4: 2,143 shares 2,143 $213K 0.16% +1,893 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 87 shares; 2023Q2: not loaded; 2023Q3: 87 shares; 2023Q4: 112 shares; 2024Q1: 7,094 shares; 2024Q2: 11,554 shares; 2024Q3: 3,685 shares; 2024Q4: 1,842 shares 1,842 $211K 0.16% -1,843 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 30,299 shares; 2023Q2: not loaded; 2023Q3: 30,439 shares; 2023Q4: 30,011 shares; 2024Q1: 29,034 shares; 2024Q2: 21,374 shares; 2024Q3: 15,832 shares; 2024Q4: 4,822 shares 4,822 $208K 0.16% -11,010 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,904 shares; 2023Q2: not loaded; 2023Q3: 4,705 shares; 2023Q4: 4,748 shares; 2024Q1: 4,752 shares; 2024Q2: 5,053 shares; 2024Q3: 4,905 shares; 2024Q4: 4,333 shares 4,333 $205K 0.15% -572 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 408 shares; 2023Q2: not loaded; 2023Q3: 408 shares; 2023Q4: 408 shares; 2024Q1: 408 shares; 2024Q2: 408 shares; 2024Q3: 408 shares; 2024Q4: 353 shares 353 $202K 0.15% -55 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,122 shares; 2023Q2: not loaded; 2023Q3: 2,024 shares; 2023Q4: 2,028 shares; 2024Q1: 1,998 shares; 2024Q2: 2,033 shares; 2024Q3: 2,444 shares; 2024Q4: 2,307 shares 2,307 $201K 0.15% -137 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,033 shares; 2023Q2: not loaded; 2023Q3: 2,991 shares; 2023Q4: 2,986 shares; 2024Q1: 2,986 shares; 2024Q2: 3,023 shares; 2024Q3: 3,500 shares; 2024Q4: 2,169 shares 2,169 $200K 0.15% -1,331 Timeline RDVY 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; 2023Q1: 1,167 shares; 2023Q2: not loaded; 2023Q3: 4,063 shares; 2023Q4: 3,570 shares; 2024Q1: 3,664 shares; 2024Q2: 4,226 shares; 2024Q3: 4,750 shares; 2024Q4: 3,333 shares 3,333 $197K 0.15% -1,417 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,975 shares; 2023Q2: not loaded; 2023Q3: 2,988 shares; 2023Q4: 4,602 shares; 2024Q1: 4,602 shares; 2024Q2: 4,645 shares; 2024Q3: 4,645 shares; 2024Q4: 1,463 shares 1,463 $196K 0.15% -3,182 Timeline ROBT 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; 2023Q1: 2,298 shares; 2023Q2: not loaded; 2023Q3: 2,265 shares; 2023Q4: 2,512 shares; 2024Q1: 4,399 shares; 2024Q2: 4,944 shares; 2024Q3: 5,025 shares; 2024Q4: 4,328 shares 4,328 $194K 0.14% -697 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,031 shares; 2023Q2: not loaded; 2023Q3: 30,631 shares; 2023Q4: 27,178 shares; 2024Q1: 28,604 shares; 2024Q2: 38,905 shares; 2024Q3: 39,560 shares; 2024Q4: 6,359 shares 6,359 $177K 0.13% -33,201 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 43 shares; 2023Q2: not loaded; 2023Q3: 38 shares; 2023Q4: 335 shares; 2024Q1: 351 shares; 2024Q2: 379 shares; 2024Q3: 219 shares; 2024Q4: 166 shares 166 $175K 0.13% -53 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,030 shares; 2023Q2: not loaded; 2023Q3: 7,800 shares; 2023Q4: 8,354 shares; 2024Q1: 7,552 shares; 2024Q2: 8,764 shares; 2024Q3: 8,961 shares; 2024Q4: 2,783 shares 2,783 $173K 0.13% -6,178 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 10,838 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,894 shares; 2024Q4: 4,172 shares 4,172 $170K 0.13% +278 Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 1,784 shares; 2023Q4: 3,954 shares; 2024Q1: 4,758 shares; 2024Q2: 5,777 shares; 2024Q3: 1,944 shares; 2024Q4: 752 shares 752 $168K 0.13% -1,192 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,750 shares; 2023Q2: not loaded; 2023Q3: 12,269 shares; 2023Q4: 12,348 shares; 2024Q1: 7,814 shares; 2024Q2: 6,810 shares; 2024Q3: 6,740 shares; 2024Q4: 6,683 shares 6,683 $167K 0.12% -57 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,240 shares; 2023Q2: not loaded; 2023Q3: 2,305 shares; 2023Q4: 2,327 shares; 2024Q1: 2,327 shares; 2024Q2: 2,327 shares; 2024Q3: 2,327 shares; 2024Q4: 2,327 shares 2,327 $165K 0.12% 0 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 100 shares; 2023Q2: not loaded; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 1,370 shares; 2024Q2: 2,540 shares; 2024Q3: 2,450 shares; 2024Q4: 4,890 shares 4,890 $164K 0.12% +2,440 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,735 shares; 2023Q2: not loaded; 2023Q3: 9,907 shares; 2023Q4: 11,680 shares; 2024Q1: 12,518 shares; 2024Q2: 12,314 shares; 2024Q3: 3,531 shares; 2024Q4: 1,520 shares 1,520 $163K 0.12% -2,011 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 25,565 shares; 2023Q2: not loaded; 2023Q3: 11,038 shares; 2023Q4: 10,853 shares; 2024Q1: 6,809 shares; 2024Q2: 6,963 shares; 2024Q3: 6,038 shares; 2024Q4: 4,864 shares 4,864 $160K 0.12% -1,174 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3 shares; 2023Q2: not loaded; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares; 2024Q2: not reported; 2024Q3: 114 shares; 2024Q4: 657 shares 657 $156K 0.12% +543 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,775 shares; 2023Q2: not loaded; 2023Q3: 3,604 shares; 2023Q4: 3,667 shares; 2024Q1: 3,640 shares; 2024Q2: 3,225 shares; 2024Q3: 2,978 shares; 2024Q4: 528 shares 528 $153K 0.11% -2,450 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,495 shares; 2023Q2: not loaded; 2023Q3: 4,018 shares; 2023Q4: 4,525 shares; 2024Q1: 4,823 shares; 2024Q2: 5,110 shares; 2024Q3: 5,364 shares; 2024Q4: 2,573 shares 2,573 $152K 0.11% -2,791 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,117 shares; 2023Q2: not loaded; 2023Q3: 1,111 shares; 2023Q4: 1,117 shares; 2024Q1: 1,109 shares; 2024Q2: 1,159 shares; 2024Q3: 1,191 shares; 2024Q4: 914 shares 914 $152K 0.11% -277 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 25,255 shares; 2023Q2: not loaded; 2023Q3: 23,745 shares; 2023Q4: 24,927 shares; 2024Q1: 25,312 shares; 2024Q2: 25,057 shares; 2024Q3: 26,133 shares; 2024Q4: 15,156 shares 15,156 $150K 0.11% -10,977 Timeline FRI 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; 2023Q1: 2,756 shares; 2023Q2: not loaded; 2023Q3: 5,046 shares; 2023Q4: 5,046 shares; 2024Q1: 5,046 shares; 2024Q2: 5,046 shares; 2024Q3: 5,410 shares; 2024Q4: 5,410 shares 5,410 $148K 0.11% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 15 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,158 shares; 2024Q3: 1,273 shares; 2024Q4: 1,273 shares 1,273 $147K 0.11% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,670 shares; 2023Q2: not loaded; 2023Q3: 7,929 shares; 2023Q4: 8,380 shares; 2024Q1: 7,745 shares; 2024Q2: 9,433 shares; 2024Q3: 9,486 shares; 2024Q4: 2,723 shares 2,723 $145K 0.11% -6,763 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19 shares; 2023Q2: not loaded; 2023Q3: 37 shares; 2023Q4: 67 shares; 2024Q1: 117 shares; 2024Q2: 117 shares; 2024Q3: 117 shares; 2024Q4: 120 shares 120 $142K 0.11% +3 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,258 shares 1,258 $139K 0.1% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,135 shares; 2023Q2: not loaded; 2023Q3: 4,010 shares; 2023Q4: 3,798 shares; 2024Q1: 3,807 shares; 2024Q2: 3,664 shares; 2024Q3: 3,629 shares; 2024Q4: 1,215 shares 1,215 $139K 0.1% -2,414 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 614 shares; 2023Q2: not loaded; 2023Q3: 1,178 shares; 2023Q4: 1,180 shares; 2024Q1: 4,085 shares; 2024Q2: 2,124 shares; 2024Q3: 2,400 shares; 2024Q4: 1,389 shares 1,389 $138K 0.1% -1,011 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 83 shares; 2023Q2: not loaded; 2023Q3: 2,080 shares; 2023Q4: 10,008 shares; 2024Q1: 1,653 shares; 2024Q2: 6,622 shares; 2024Q3: 4,548 shares; 2024Q4: 2,394 shares 2,394 $138K 0.1% -2,154 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,668 shares; 2023Q2: not loaded; 2023Q3: 28,106 shares; 2023Q4: 24,764 shares; 2024Q1: 26,313 shares; 2024Q2: 37,857 shares; 2024Q3: 38,588 shares; 2024Q4: 6,327 shares 6,327 $136K 0.1% -32,261 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 20,675 shares; 2023Q2: not loaded; 2023Q3: 12,300 shares; 2023Q4: 10,081 shares; 2024Q1: 9,791 shares; 2024Q2: 10,026 shares; 2024Q3: 8,316 shares; 2024Q4: 6,422 shares 6,422 $136K 0.1% -1,894 Timeline FBT 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; 2023Q1: 1,097 shares; 2023Q2: not loaded; 2023Q3: 1,015 shares; 2023Q4: 1,015 shares; 2024Q1: 932 shares; 2024Q2: 936 shares; 2024Q3: 934 shares; 2024Q4: 815 shares 815 $135K 0.1% -119 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,958 shares; 2023Q2: not loaded; 2023Q3: 13,155 shares; 2023Q4: 13,241 shares; 2024Q1: 13,670 shares; 2024Q2: 13,574 shares; 2024Q3: 14,734 shares; 2024Q4: 5,753 shares 5,753 $131K 0.1% -8,981 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; 2023Q1: 8,591 shares; 2023Q2: not loaded; 2023Q3: 7,982 shares; 2023Q4: 7,255 shares; 2024Q1: 7,059 shares; 2024Q2: 6,999 shares; 2024Q3: 6,932 shares; 2024Q4: 1,291 shares 1,291 $131K 0.1% -5,641 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 483 shares; 2023Q2: not loaded; 2023Q3: 1,102 shares; 2023Q4: 1,002 shares; 2024Q1: 1,002 shares; 2024Q2: 1,149 shares; 2024Q3: 1,149 shares; 2024Q4: 745 shares 745 $128K 0.1% -404 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,986 shares; 2023Q2: not loaded; 2023Q3: 1,607 shares; 2023Q4: 1,554 shares; 2024Q1: 1,646 shares; 2024Q2: 1,435 shares; 2024Q3: 1,441 shares; 2024Q4: 296 shares 296 $125K 0.09% -1,145 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 345 shares; 2023Q2: not loaded; 2023Q3: 313 shares; 2023Q4: 313 shares; 2024Q1: 421 shares; 2024Q2: 465 shares; 2024Q3: 262 shares; 2024Q4: 139 shares 139 $123K 0.09% -123 Timeline FTSM 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; 2023Q1: 6,376 shares; 2023Q2: not loaded; 2023Q3: 3,454 shares; 2023Q4: 4,502 shares; 2024Q1: 2,774 shares; 2024Q2: 2,814 shares; 2024Q3: 3,014 shares; 2024Q4: 2,062 shares 2,062 $123K 0.09% -952 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,591 shares; 2023Q2: not loaded; 2023Q3: 2,800 shares; 2023Q4: 2,804 shares; 2024Q1: 2,406 shares; 2024Q2: 2,532 shares; 2024Q3: 2,250 shares; 2024Q4: 1,350 shares 1,350 $120K 0.09% -900 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,470 shares; 2024Q4: 4,207 shares 4,207 $119K 0.09% -2,263 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,362 shares; 2023Q2: not loaded; 2023Q3: 2,233 shares; 2023Q4: 1,993 shares; 2024Q1: 1,923 shares; 2024Q2: 1,923 shares; 2024Q3: 1,199 shares; 2024Q4: 567 shares 567 $119K 0.09% -632 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 13,171 shares; 2023Q2: not loaded; 2023Q3: 29,207 shares; 2023Q4: 15,912 shares; 2024Q1: 16,137 shares; 2024Q2: 14,932 shares; 2024Q3: 14,525 shares; 2024Q4: 2,095 shares 2,095 $114K 0.09% -12,430 Timeline SDVY 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; 2023Q1: 285 shares; 2023Q2: not loaded; 2023Q3: 302 shares; 2023Q4: 334 shares; 2024Q1: 364 shares; 2024Q2: 503 shares; 2024Q3: 2,653 shares; 2024Q4: 3,169 shares 3,169 $113K 0.08% +516 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,704 shares; 2023Q2: not loaded; 2023Q3: 4,288 shares; 2023Q4: 4,150 shares; 2024Q1: 4,149 shares; 2024Q2: 4,157 shares; 2024Q3: 3,928 shares; 2024Q4: 835 shares 835 $110K 0.08% -3,093 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,167 shares; 2023Q2: not loaded; 2023Q3: 2,276 shares; 2023Q4: 2,252 shares; 2024Q1: 1,773 shares; 2024Q2: 1,934 shares; 2024Q3: 1,934 shares; 2024Q4: 655 shares 655 $109K 0.08% -1,279 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,371 shares; 2023Q2: not loaded; 2023Q3: 1,629 shares; 2023Q4: 1,607 shares; 2024Q1: 2,727 shares; 2024Q2: 3,056 shares; 2024Q3: 2,800 shares; 2024Q4: 588 shares 588 $104K 0.08% -2,212 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; 2023Q1: 2,636 shares; 2023Q2: not loaded; 2023Q3: 1,727 shares; 2023Q4: 2,046 shares; 2024Q1: 2,167 shares; 2024Q2: 2,176 shares; 2024Q3: 1,847 shares; 2024Q4: 974 shares 974 $104K 0.08% -873 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 831 shares; 2023Q2: not loaded; 2023Q3: 1,150 shares; 2023Q4: 1,156 shares; 2024Q1: 1,161 shares; 2024Q2: 844 shares; 2024Q3: 848 shares; 2024Q4: 857 shares 857 $104K 0.08% +9 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,526 shares; 2023Q2: not loaded; 2023Q3: 2,465 shares; 2023Q4: 3,025 shares; 2024Q1: 3,032 shares; 2024Q2: 3,038 shares; 2024Q3: 7,779 shares; 2024Q4: 5,271 shares 5,271 $103K 0.08% -2,508 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,112 shares; 2023Q2: not loaded; 2023Q3: 3,689 shares; 2023Q4: 3,846 shares; 2024Q1: 3,368 shares; 2024Q2: 3,485 shares; 2024Q3: 3,518 shares; 2024Q4: 3,559 shares 3,559 $101K 0.08% +41 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; 2023Q1: 8,240 shares; 2023Q2: not loaded; 2023Q3: 22,160 shares; 2023Q4: 20,510 shares; 2024Q1: 23,579 shares; 2024Q2: 27,262 shares; 2024Q3: 29,505 shares; 2024Q4: 1,994 shares 1,994 $101K 0.08% -27,511 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 706 shares; 2024Q2: 706 shares; 2024Q3: 721 shares; 2024Q4: 765 shares 765 $99K 0.07% +44 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,248 shares; 2023Q2: not loaded; 2023Q3: 1,457 shares; 2023Q4: 1,568 shares; 2024Q1: 2,216 shares; 2024Q2: 3,113 shares; 2024Q3: 3,161 shares; 2024Q4: 2,528 shares 2,528 $99K 0.07% -633 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 90 shares; 2023Q2: not loaded; 2023Q3: 128 shares; 2023Q4: 334 shares; 2024Q1: 317 shares; 2024Q2: 312 shares; 2024Q3: 323 shares; 2024Q4: 232 shares 232 $97K 0.07% -91 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 220 shares; 2023Q4: 233 shares; 2024Q1: 296 shares; 2024Q2: 376 shares; 2024Q3: 537 shares; 2024Q4: 536 shares 536 $97K 0.07% -1 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,006 shares; 2024Q4: 4,006 shares 4,006 $96K 0.07% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 389 shares; 2023Q2: not loaded; 2023Q3: 389 shares; 2023Q4: 389 shares; 2024Q1: 389 shares; 2024Q2: 389 shares; 2024Q3: 389 shares; 2024Q4: 389 shares 389 $95K 0.07% 0 Timeline FTSL 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; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 5,748 shares; 2023Q4: not reported; 2024Q1: 1,964 shares; 2024Q2: 1,996 shares; 2024Q3: 2,030 shares; 2024Q4: 2,064 shares 2,064 $95K 0.07% +34 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,750 shares; 2023Q2: not loaded; 2023Q3: 5,048 shares; 2023Q4: 3,483 shares; 2024Q1: 3,114 shares; 2024Q2: 3,562 shares; 2024Q3: 3,633 shares; 2024Q4: 694 shares 694 $93K 0.07% -2,939 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 1,562 shares; 2024Q1: 2,355 shares; 2024Q2: 2,922 shares; 2024Q3: 2,929 shares; 2024Q4: 2,921 shares 2,921 $93K 0.07% -8 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 25 shares; 2023Q4: 105 shares; 2024Q1: 211 shares; 2024Q2: 221 shares; 2024Q3: 215 shares; 2024Q4: 215 shares 215 $91K 0.07% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,411 shares; 2023Q2: not loaded; 2023Q3: 930 shares; 2023Q4: 901 shares; 2024Q1: 888 shares; 2024Q2: 809 shares; 2024Q3: 478 shares; 2024Q4: 302 shares 302 $90K 0.07% -176 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 580 shares; 2023Q2: not loaded; 2023Q3: 828 shares; 2023Q4: 1,641 shares; 2024Q1: 1,830 shares; 2024Q2: 1,791 shares; 2024Q3: 2,053 shares; 2024Q4: 846 shares 846 $89K 0.07% -1,207 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,845 shares; 2023Q2: not loaded; 2023Q3: 6,840 shares; 2023Q4: 6,273 shares; 2024Q1: 6,274 shares; 2024Q2: 5,870 shares; 2024Q3: 6,033 shares; 2024Q4: 612 shares 612 $88K 0.07% -5,421 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,712 shares; 2023Q2: not loaded; 2023Q3: 22,061 shares; 2023Q4: 8,675 shares; 2024Q1: 8,465 shares; 2024Q2: 8,409 shares; 2024Q3: 7,670 shares; 2024Q4: 1,202 shares 1,202 $86K 0.06% -6,468 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,897 shares; 2023Q2: not loaded; 2023Q3: 11,568 shares; 2023Q4: 10,111 shares; 2024Q1: 10,796 shares; 2024Q2: 15,103 shares; 2024Q3: 15,871 shares; 2024Q4: 2,632 shares 2,632 $86K 0.06% -13,239 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 827 shares; 2023Q2: not loaded; 2023Q3: 520 shares; 2023Q4: 840 shares; 2024Q1: 955 shares; 2024Q2: 985 shares; 2024Q3: 1,050 shares; 2024Q4: 430 shares 430 $85K 0.06% -620 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,608 shares; 2023Q2: not loaded; 2023Q3: 8,293 shares; 2023Q4: 6,585 shares; 2024Q1: 3,972 shares; 2024Q2: 4,056 shares; 2024Q3: 4,070 shares; 2024Q4: 3,999 shares 3,999 $84K 0.06% -71 Timeline GEO GEO GROUP INC More: the full row for GEO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,650 shares; 2023Q2: not loaded; 2023Q3: 3,650 shares; 2023Q4: 3,650 shares; 2024Q1: 3,650 shares; 2024Q2: 3,650 shares; 2024Q3: 3,650 shares; 2024Q4: 3,000 shares 3,000 $83K 0.06% -650 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,203 shares; 2023Q2: not loaded; 2023Q3: 2,347 shares; 2023Q4: 2,495 shares; 2024Q1: 2,394 shares; 2024Q2: 4,533 shares; 2024Q3: 4,661 shares; 2024Q4: 563 shares 563 $81K 0.06% -4,098 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9 shares; 2023Q2: not loaded; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 16 shares; 2024Q2: 5,100 shares; 2024Q3: 3,352 shares; 2024Q4: 1,352 shares 1,352 $81K 0.06% -2,000 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,376 shares; 2023Q2: not loaded; 2023Q3: 4,753 shares; 2023Q4: 4,751 shares; 2024Q1: 4,751 shares; 2024Q2: 4,882 shares; 2024Q3: 4,882 shares; 2024Q4: 926 shares 926 $81K 0.06% -3,956 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,075 shares; 2023Q2: not loaded; 2023Q3: 4,794 shares; 2023Q4: 5,226 shares; 2024Q1: 3,247 shares; 2024Q2: 3,216 shares; 2024Q3: 3,242 shares; 2024Q4: 3,239 shares 3,239 $81K 0.06% -3 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,097 shares; 2023Q2: not loaded; 2023Q3: 9,168 shares; 2023Q4: 9,318 shares; 2024Q1: 9,717 shares; 2024Q2: 9,037 shares; 2024Q3: 7,293 shares; 2024Q4: 3,015 shares 3,015 $80K 0.06% -4,278 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; 2023Q1: 4,209 shares; 2023Q2: not loaded; 2023Q3: 18,461 shares; 2023Q4: 16,519 shares; 2024Q1: 17,689 shares; 2024Q2: 22,139 shares; 2024Q3: 23,836 shares; 2024Q4: 2,347 shares 2,347 $80K 0.06% -21,489 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,947 shares; 2023Q2: not loaded; 2023Q3: 2,976 shares; 2023Q4: 2,936 shares; 2024Q1: 2,765 shares; 2024Q2: 2,591 shares; 2024Q3: 2,201 shares; 2024Q4: 159 shares 159 $80K 0.06% -2,042 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,252 shares; 2023Q2: not loaded; 2023Q3: 2,942 shares; 2023Q4: 2,995 shares; 2024Q1: 2,999 shares; 2024Q2: 3,194 shares; 2024Q3: 2,194 shares; 2024Q4: 1,484 shares 1,484 $79K 0.06% -710 Timeline FLNC FLUENCE ENERGY INC More: the full row for FLUENCE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,990 shares 4,990 $79K 0.06% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,080 shares; 2024Q4: 2,212 shares 2,212 $78K 0.06% +132 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 561 shares; 2023Q2: not loaded; 2023Q3: 530 shares; 2023Q4: 654 shares; 2024Q1: 705 shares; 2024Q2: 677 shares; 2024Q3: 678 shares; 2024Q4: 299 shares 299 $78K 0.06% -379 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 40 shares; 2023Q4: 39 shares; 2024Q1: 566 shares; 2024Q2: 569 shares; 2024Q3: 579 shares; 2024Q4: 622 shares 622 $78K 0.06% +43 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; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 284 shares; 2024Q3: 292 shares; 2024Q4: 225 shares 225 $74K 0.06% -67 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,547 shares; 2023Q2: not loaded; 2023Q3: 2,044 shares; 2023Q4: 2,119 shares; 2024Q1: 1,657 shares; 2024Q2: 2,007 shares; 2024Q3: 1,904 shares; 2024Q4: 1,788 shares 1,788 $74K 0.06% -116 Timeline HYLS 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; 2023Q1: 5,624 shares; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,777 shares; 2024Q2: 1,790 shares; 2024Q3: 1,781 shares; 2024Q4: 1,795 shares 1,795 $74K 0.06% +14 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,284 shares; 2023Q2: not loaded; 2023Q3: 2,142 shares; 2023Q4: 1,762 shares; 2024Q1: 1,597 shares; 2024Q2: 2,275 shares; 2024Q3: 1,911 shares; 2024Q4: 1,021 shares 1,021 $73K 0.05% -890 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 777 shares; 2023Q2: not loaded; 2023Q3: 725 shares; 2023Q4: 814 shares; 2024Q1: 859 shares; 2024Q2: 2,213 shares; 2024Q3: 1,948 shares; 2024Q4: 1,761 shares 1,761 $73K 0.05% -187 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,798 shares; 2023Q2: not loaded; 2023Q3: 7,651 shares; 2023Q4: 3,193 shares; 2024Q1: 2,930 shares; 2024Q2: 2,938 shares; 2024Q3: 2,948 shares; 2024Q4: 2,290 shares 2,290 $72K 0.05% -658 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,098 shares; 2023Q2: not loaded; 2023Q3: 1,097 shares; 2023Q4: 1,648 shares; 2024Q1: 1,588 shares; 2024Q2: 1,588 shares; 2024Q3: 1,595 shares; 2024Q4: 870 shares 870 $71K 0.05% -725 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 552 shares; 2024Q1: 459 shares; 2024Q2: 459 shares; 2024Q3: 459 shares; 2024Q4: 459 shares 459 $70K 0.05% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 642 shares; 2023Q2: not loaded; 2023Q3: 468 shares; 2023Q4: 1,055 shares; 2024Q1: 1,058 shares; 2024Q2: 1,062 shares; 2024Q3: 1,065 shares; 2024Q4: 742 shares 742 $68K 0.05% -323 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 14,351 shares; 2023Q2: not loaded; 2023Q3: 4,366 shares; 2023Q4: 3,795 shares; 2024Q1: 4,236 shares; 2024Q2: 6,881 shares; 2024Q3: 7,783 shares; 2024Q4: 3,527 shares 3,527 $68K 0.05% -4,256 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 912 shares; 2023Q2: not loaded; 2023Q3: 922 shares; 2023Q4: 922 shares; 2024Q1: 922 shares; 2024Q2: 1,135 shares; 2024Q3: 1,135 shares; 2024Q4: 649 shares 649 $68K 0.05% -486 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,372 shares; 2023Q2: not loaded; 2023Q3: 5,954 shares; 2023Q4: 5,958 shares; 2024Q1: 5,297 shares; 2024Q2: 5,885 shares; 2024Q3: 5,686 shares; 2024Q4: 1,678 shares 1,678 $62K 0.05% -4,008 Timeline MILN GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,765 shares; 2023Q2: not loaded; 2023Q3: 1,116 shares; 2023Q4: 1,116 shares; 2024Q1: 1,116 shares; 2024Q2: 1,376 shares; 2024Q3: 1,387 shares; 2024Q4: 1,383 shares 1,383 $62K 0.05% -4 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,111 shares; 2023Q2: not loaded; 2023Q3: 1,111 shares; 2023Q4: 1,052 shares; 2024Q1: 580 shares; 2024Q2: 580 shares; 2024Q3: 651 shares; 2024Q4: 2,901 shares 2,901 $61K 0.05% +2,250 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,833 shares; 2023Q2: not loaded; 2023Q3: 14,478 shares; 2023Q4: 10,623 shares; 2024Q1: 11,434 shares; 2024Q2: 17,313 shares; 2024Q3: 18,728 shares; 2024Q4: 1,338 shares 1,338 $60K 0.04% -17,390 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; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 674 shares; 2024Q3: 534 shares; 2024Q4: 534 shares 534 $60K 0.04% 0 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,759 shares; 2023Q2: not loaded; 2023Q3: 1,591 shares; 2023Q4: 1,240 shares; 2024Q1: 1,207 shares; 2024Q2: 1,207 shares; 2024Q3: 1,149 shares; 2024Q4: 1,149 shares 1,149 $60K 0.04% 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; 2023Q1: 2,902 shares; 2023Q2: not loaded; 2023Q3: 2,724 shares; 2023Q4: 2,624 shares; 2024Q1: 2,632 shares; 2024Q2: 2,731 shares; 2024Q3: 1,801 shares; 2024Q4: 259 shares 259 $59K 0.04% -1,542 Timeline FYX 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; 2023Q1: 660 shares; 2023Q2: not loaded; 2023Q3: 660 shares; 2023Q4: 660 shares; 2024Q1: 625 shares; 2024Q2: 625 shares; 2024Q3: 586 shares; 2024Q4: 586 shares 586 $59K 0.04% 0 Timeline UAN CVR PARTNERS LP/CVR NITROGEN More: the full row for CVR PARTNERS LP/CVR NITROGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,190 shares; 2023Q2: not loaded; 2023Q3: 5,460 shares; 2023Q4: 4,774 shares; 2024Q1: 4,037 shares; 2024Q2: 1,304 shares; 2024Q3: 1,113 shares; 2024Q4: 785 shares 785 $59K 0.04% -328 Timeline MMTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 269 shares; 2023Q2: not loaded; 2023Q3: 251 shares; 2023Q4: 241 shares; 2024Q1: 241 shares; 2024Q2: 227 shares; 2024Q3: 227 shares; 2024Q4: 229 shares 229 $59K 0.04% +2 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,621 shares; 2023Q2: not loaded; 2023Q3: 3,778 shares; 2023Q4: 3,989 shares; 2024Q1: 3,796 shares; 2024Q2: 1,331 shares; 2024Q3: 1,323 shares; 2024Q4: 642 shares 642 $58K 0.04% -681 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; 2023Q1: 6,774 shares; 2023Q2: not loaded; 2023Q3: 3,528 shares; 2023Q4: 3,031 shares; 2024Q1: 3,731 shares; 2024Q2: 4,054 shares; 2024Q3: 3,886 shares; 2024Q4: 513 shares 513 $57K 0.04% -3,373 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,376 shares; 2023Q2: not loaded; 2023Q3: 1,500 shares; 2023Q4: 1,460 shares; 2024Q1: 1,979 shares; 2024Q2: 1,991 shares; 2024Q3: 1,980 shares; 2024Q4: 673 shares 673 $56K 0.04% -1,307 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 638 shares; 2023Q2: not loaded; 2023Q3: 475 shares; 2023Q4: 524 shares; 2024Q1: 525 shares; 2024Q2: 538 shares; 2024Q3: 501 shares; 2024Q4: 105 shares 105 $55K 0.04% -396 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,773 shares; 2023Q2: not loaded; 2023Q3: 2,674 shares; 2023Q4: 2,733 shares; 2024Q1: 2,910 shares; 2024Q2: 3,362 shares; 2024Q3: 3,680 shares; 2024Q4: 101 shares 101 $54K 0.04% -3,579 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,963 shares; 2023Q2: not loaded; 2023Q3: 1,613 shares; 2023Q4: 1,621 shares; 2024Q1: 1,629 shares; 2024Q2: 1,923 shares; 2024Q3: 1,930 shares; 2024Q4: 1,000 shares 1,000 $54K 0.04% -930 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,806 shares; 2023Q2: not loaded; 2023Q3: 3,050 shares; 2023Q4: 3,052 shares; 2024Q1: 2,954 shares; 2024Q2: 2,253 shares; 2024Q3: 2,198 shares; 2024Q4: 742 shares 742 $52K 0.04% -1,456 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,385 shares; 2023Q2: not loaded; 2023Q3: 38,871 shares; 2023Q4: 3,525 shares; 2024Q1: 3,660 shares; 2024Q2: 7,334 shares; 2024Q3: 6,596 shares; 2024Q4: 2,127 shares 2,127 $52K 0.04% -4,469 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; 2023Q1: 2,488 shares; 2023Q2: not loaded; 2023Q3: 1,894 shares; 2023Q4: 1,799 shares; 2024Q1: 1,568 shares; 2024Q2: 1,913 shares; 2024Q3: 1,236 shares; 2024Q4: 406 shares 406 $51K 0.04% -830 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 111 shares; 2023Q2: not loaded; 2023Q3: 68 shares; 2023Q4: 111 shares; 2024Q1: 111 shares; 2024Q2: 111 shares; 2024Q3: 111 shares; 2024Q4: 111 shares 111 $51K 0.04% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 38,262 shares; 2023Q2: not loaded; 2023Q3: 20,491 shares; 2023Q4: 13,623 shares; 2024Q1: 7,488 shares; 2024Q2: 8,538 shares; 2024Q3: 7,807 shares; 2024Q4: 1,040 shares 1,040 $50K 0.04% -6,767 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 542 shares; 2024Q3: 542 shares; 2024Q4: 532 shares 532 $49K 0.04% -10 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,203 shares; 2023Q2: not loaded; 2023Q3: 2,168 shares; 2023Q4: 2,225 shares; 2024Q1: 2,276 shares; 2024Q2: 2,327 shares; 2024Q3: 2,377 shares; 2024Q4: 4,439 shares 4,439 $48K 0.04% +2,062 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,296 shares; 2023Q2: not loaded; 2023Q3: 2,152 shares; 2023Q4: 2,023 shares; 2024Q1: 2,011 shares; 2024Q2: 1,753 shares; 2024Q3: 1,617 shares; 2024Q4: 90 shares 90 $47K 0.04% -1,527 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,666 shares; 2023Q2: not loaded; 2023Q3: 2,844 shares; 2023Q4: 2,464 shares; 2024Q1: 2,839 shares; 2024Q2: 2,467 shares; 2024Q3: 2,254 shares; 2024Q4: 1,412 shares 1,412 $47K 0.04% -842 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 220,228 shares; 2023Q2: not loaded; 2023Q3: 179,582 shares; 2023Q4: 169,575 shares; 2024Q1: 168,075 shares; 2024Q2: 149,162 shares; 2024Q3: 134,235 shares; 2024Q4: 659 shares 659 $46K 0.03% -133,576 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 576 shares; 2023Q2: not loaded; 2023Q3: 576 shares; 2023Q4: 576 shares; 2024Q1: 576 shares; 2024Q2: 576 shares; 2024Q3: 342 shares; 2024Q4: 342 shares 342 $45K 0.03% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,025 shares; 2023Q2: not loaded; 2023Q3: 2,323 shares; 2023Q4: 2,347 shares; 2024Q1: 994 shares; 2024Q2: 1,879 shares; 2024Q3: 2,589 shares; 2024Q4: 1,909 shares 1,909 $44K 0.03% -680 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,349 shares; 2023Q2: not loaded; 2023Q3: 3,077 shares; 2023Q4: 3,400 shares; 2024Q1: 1,247 shares; 2024Q2: 623 shares; 2024Q3: 585 shares; 2024Q4: 290 shares 290 $44K 0.03% -295 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; 2023Q1: 105 shares; 2023Q2: not loaded; 2023Q3: 102 shares; 2023Q4: 84 shares; 2024Q1: 84 shares; 2024Q2: 103 shares; 2024Q3: 103 shares; 2024Q4: 84 shares 84 $43K 0.03% -19 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 159 shares; 2023Q2: not loaded; 2023Q3: 26 shares; 2023Q4: 44 shares; 2024Q1: 52 shares; 2024Q2: 83 shares; 2024Q3: 122 shares; 2024Q4: 127 shares 127 $43K 0.03% +5 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,161 shares; 2023Q2: not loaded; 2023Q3: 1,303 shares; 2023Q4: 982 shares; 2024Q1: 1,061 shares; 2024Q2: 1,137 shares; 2024Q3: 1,108 shares; 2024Q4: 606 shares 606 $42K 0.03% -502 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,140 shares; 2023Q2: not loaded; 2023Q3: 5,514 shares; 2023Q4: 4,926 shares; 2024Q1: 4,764 shares; 2024Q2: 5,118 shares; 2024Q3: 4,745 shares; 2024Q4: 247 shares 247 $41K 0.03% -4,498 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 42 shares; 2023Q4: 145 shares; 2024Q1: 130 shares; 2024Q2: 108 shares; 2024Q3: 100 shares; 2024Q4: 86 shares 86 $41K 0.03% -14 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 317 shares; 2023Q2: not loaded; 2023Q3: 319 shares; 2023Q4: 321 shares; 2024Q1: 322 shares; 2024Q2: 323 shares; 2024Q3: 325 shares; 2024Q4: 327 shares 327 $41K 0.03% +2 Timeline FXZ 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; 2023Q1: 3,254 shares; 2023Q2: not loaded; 2023Q3: 1,450 shares; 2023Q4: 1,203 shares; 2024Q1: 1,202 shares; 2024Q2: 1,240 shares; 2024Q3: 728 shares; 2024Q4: 726 shares 726 $41K 0.03% -2 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; 2023Q1: 11,514 shares; 2023Q2: not loaded; 2023Q3: 9,125 shares; 2023Q4: 12,443 shares; 2024Q1: 13,252 shares; 2024Q2: 9,165 shares; 2024Q3: 6,997 shares; 2024Q4: 838 shares 838 $40K 0.03% -6,159 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 233 shares; 2023Q4: 269 shares; 2024Q1: 1,335 shares; 2024Q2: 1,258 shares; 2024Q3: 2,957 shares; 2024Q4: 1,579 shares 1,579 $40K 0.03% -1,378 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 1,526 shares; 2023Q4: 1,551 shares; 2024Q1: 1,456 shares; 2024Q2: 1,456 shares; 2024Q3: 1,456 shares; 2024Q4: 1,528 shares 1,528 $40K 0.03% +72 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 499 shares; 2023Q2: not loaded; 2023Q3: 555 shares; 2023Q4: 377 shares; 2024Q1: 376 shares; 2024Q2: 442 shares; 2024Q3: 456 shares; 2024Q4: 118 shares 118 $39K 0.03% -338 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,089 shares; 2023Q2: not loaded; 2023Q3: 1,092 shares; 2023Q4: 1,094 shares; 2024Q1: 1,129 shares; 2024Q2: 1,131 shares; 2024Q3: 1,560 shares; 2024Q4: 423 shares 423 $39K 0.03% -1,137 Timeline TGS TRANSPORTADORA DE GAS DEL SU More: the full row for TRANSPORTADORA DE GAS DEL SU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,317 shares; 2024Q3: 1,317 shares; 2024Q4: 1,317 shares 1,317 $38K 0.03% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,000 shares; 2023Q2: not loaded; 2023Q3: 5,000 shares; 2023Q4: 5,000 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares 2,500 $37K 0.03% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 500 shares 500 $36K 0.03% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,149 shares; 2023Q2: not loaded; 2023Q3: 781 shares; 2023Q4: 783 shares; 2024Q1: 918 shares; 2024Q2: 784 shares; 2024Q3: 502 shares; 2024Q4: 290 shares 290 $36K 0.03% -212 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 547 shares; 2023Q2: not loaded; 2023Q3: 448 shares; 2023Q4: 428 shares; 2024Q1: 427 shares; 2024Q2: 576 shares; 2024Q3: 797 shares; 2024Q4: 225 shares 225 $34K 0.03% -572 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 913 shares; 2023Q2: not loaded; 2023Q3: 914 shares; 2023Q4: 804 shares; 2024Q1: 805 shares; 2024Q2: 547 shares; 2024Q3: 547 shares; 2024Q4: 210 shares 210 $34K 0.03% -337 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3 shares; 2023Q2: not loaded; 2023Q3: 3 shares; 2023Q4: 121 shares; 2024Q1: 118 shares; 2024Q2: 118 shares; 2024Q3: 118 shares; 2024Q4: 118 shares 118 $34K 0.03% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 68,028 shares; 2023Q2: not loaded; 2023Q3: 93,371 shares; 2023Q4: 96,337 shares; 2024Q1: 98,848 shares; 2024Q2: 105,645 shares; 2024Q3: 108,866 shares; 2024Q4: 1,235 shares 1,235 $33K 0.02% -107,631 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 76 shares; 2023Q2: not loaded; 2023Q3: 76 shares; 2023Q4: 76 shares; 2024Q1: 76 shares; 2024Q2: 76 shares; 2024Q3: 81 shares; 2024Q4: 150 shares 150 $33K 0.02% +69 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 375 shares; 2024Q1: 375 shares; 2024Q2: 375 shares; 2024Q3: 375 shares; 2024Q4: 375 shares 375 $33K 0.02% 0 Timeline RMR RMR GROUP INC More: the full row for RMR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,493 shares; 2023Q2: not loaded; 2023Q3: 1,532 shares; 2023Q4: 1,525 shares; 2024Q1: 1,540 shares; 2024Q2: 1,558 shares; 2024Q3: 1,567 shares; 2024Q4: 1,557 shares 1,557 $32K 0.02% -10 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 650 shares; 2023Q2: not loaded; 2023Q3: 650 shares; 2023Q4: 650 shares; 2024Q1: 650 shares; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 650 shares 650 $31K 0.02% -250 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,249 shares; 2023Q2: not loaded; 2023Q3: 1,690 shares; 2023Q4: 1,795 shares; 2024Q1: 1,752 shares; 2024Q2: 1,678 shares; 2024Q3: 1,679 shares; 2024Q4: 457 shares 457 $30K 0.02% -1,222 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,729 shares; 2023Q2: not loaded; 2023Q3: 6,637 shares; 2023Q4: 6,652 shares; 2024Q1: 6,446 shares; 2024Q2: 7,195 shares; 2024Q3: 6,932 shares; 2024Q4: 1,779 shares 1,779 $30K 0.02% -5,153 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 365 shares; 2024Q1: 327 shares; 2024Q2: 327 shares; 2024Q3: 327 shares; 2024Q4: 327 shares 327 $30K 0.02% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 659 shares; 2023Q2: not loaded; 2023Q3: 664 shares; 2023Q4: 757 shares; 2024Q1: 747 shares; 2024Q2: 796 shares; 2024Q3: 799 shares; 2024Q4: 90 shares 90 $29K 0.02% -709 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 889 shares; 2023Q2: not loaded; 2023Q3: 931 shares; 2023Q4: 881 shares; 2024Q1: 876 shares; 2024Q2: 877 shares; 2024Q3: 877 shares; 2024Q4: 762 shares 762 $29K 0.02% -115 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 725 shares; 2023Q2: not loaded; 2023Q3: 148 shares; 2023Q4: 148 shares; 2024Q1: 151 shares; 2024Q2: 201 shares; 2024Q3: 213 shares; 2024Q4: 213 shares 213 $29K 0.02% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 20,686 shares; 2023Q4: 793 shares; 2024Q1: 1,590 shares; 2024Q2: 1,506 shares; 2024Q3: 1,436 shares; 2024Q4: 666 shares 666 $29K 0.02% -770 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 28,191 shares; 2023Q2: not loaded; 2023Q3: 4,001 shares; 2023Q4: 3,020 shares; 2024Q1: 2,383 shares; 2024Q2: 2,385 shares; 2024Q3: 2,294 shares; 2024Q4: 1,647 shares 1,647 $29K 0.02% -647 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12 shares; 2023Q2: not loaded; 2023Q3: 12 shares; 2023Q4: 211 shares; 2024Q1: 211 shares; 2024Q2: 211 shares; 2024Q3: 211 shares; 2024Q4: 162 shares 162 $28K 0.02% -49 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 164 shares; 2023Q4: 164 shares; 2024Q1: 157 shares; 2024Q2: 191 shares; 2024Q3: 192 shares; 2024Q4: 160 shares 160 $28K 0.02% -32 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,200 shares; 2023Q2: not loaded; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares 1,200 $28K 0.02% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,564 shares; 2023Q2: not loaded; 2023Q3: 1,179 shares; 2023Q4: 1,056 shares; 2024Q1: 1,057 shares; 2024Q2: 1,086 shares; 2024Q3: 1,080 shares; 2024Q4: 237 shares 237 $27K 0.02% -843 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; 2023Q1: 53 shares; 2023Q2: not loaded; 2023Q3: 53 shares; 2023Q4: 67 shares; 2024Q1: 109 shares; 2024Q2: 174 shares; 2024Q3: 121 shares; 2024Q4: 106 shares 106 $27K 0.02% -15 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 434 shares; 2023Q2: not loaded; 2023Q3: 196 shares; 2023Q4: 196 shares; 2024Q1: 196 shares; 2024Q2: 621 shares; 2024Q3: 621 shares; 2024Q4: 446 shares 446 $27K 0.02% -175 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 532 shares; 2024Q3: 532 shares; 2024Q4: 532 shares 532 $27K 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; 2023Q1: 4,177 shares; 2023Q2: not loaded; 2023Q3: 10,242 shares; 2023Q4: 10,282 shares; 2024Q1: 11,482 shares; 2024Q2: 14,857 shares; 2024Q3: 12,774 shares; 2024Q4: 513 shares 513 $26K 0.02% -12,261 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 741 shares; 2023Q2: not loaded; 2023Q3: 741 shares; 2023Q4: 741 shares; 2024Q1: 741 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $26K 0.02% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 41 shares; 2023Q2: not loaded; 2023Q3: 40 shares; 2023Q4: 180 shares; 2024Q1: 181 shares; 2024Q2: 249 shares; 2024Q3: 249 shares; 2024Q4: 140 shares 140 $26K 0.02% -109 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 512 shares; 2024Q1: 512 shares; 2024Q2: 512 shares; 2024Q3: 512 shares; 2024Q4: 512 shares 512 $26K 0.02% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 133 shares; 2023Q2: not loaded; 2023Q3: 209 shares; 2023Q4: 397 shares; 2024Q1: 384 shares; 2024Q2: 335 shares; 2024Q3: 155 shares; 2024Q4: 155 shares 155 $25K 0.02% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 135 shares; 2023Q2: not loaded; 2023Q3: 135 shares; 2023Q4: 135 shares; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 101 shares 101 $25K 0.02% -34 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,111 shares; 2024Q3: 1,698 shares; 2024Q4: 1,698 shares 1,698 $25K 0.02% 0 Timeline WBIF ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,390 shares; 2023Q2: not loaded; 2023Q3: 5,612 shares; 2023Q4: 5,612 shares; 2024Q1: 5,427 shares; 2024Q2: 4,505 shares; 2024Q3: 3,193 shares; 2024Q4: 887 shares 887 $25K 0.02% -2,306 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,733 shares; 2023Q2: not loaded; 2023Q3: 3,268 shares; 2023Q4: 2,888 shares; 2024Q1: 3,026 shares; 2024Q2: 3,591 shares; 2024Q3: 3,901 shares; 2024Q4: 998 shares 998 $24K 0.02% -2,903 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,396 shares; 2023Q2: not loaded; 2023Q3: 1,396 shares; 2023Q4: 1,396 shares; 2024Q1: 1,374 shares; 2024Q2: 518 shares; 2024Q3: 318 shares; 2024Q4: 318 shares 318 $24K 0.02% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 759 shares; 2023Q2: not loaded; 2023Q3: 676 shares; 2023Q4: 676 shares; 2024Q1: 676 shares; 2024Q2: 676 shares; 2024Q3: 676 shares; 2024Q4: 676 shares 676 $24K 0.02% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 404 shares; 2023Q2: not loaded; 2023Q3: 404 shares; 2023Q4: 404 shares; 2024Q1: 404 shares; 2024Q2: 404 shares; 2024Q3: 404 shares; 2024Q4: 350 shares 350 $24K 0.02% -54 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,314 shares; 2023Q2: not loaded; 2023Q3: 1,483 shares; 2023Q4: 1,195 shares; 2024Q1: 1,586 shares; 2024Q2: 1,734 shares; 2024Q3: 1,860 shares; 2024Q4: 191 shares 191 $23K 0.02% -1,669 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 848 shares; 2023Q2: not loaded; 2023Q3: 603 shares; 2023Q4: 225 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 397 shares; 2024Q4: 397 shares 397 $23K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 494 shares; 2023Q2: not loaded; 2023Q3: 347 shares; 2023Q4: 347 shares; 2024Q1: 397 shares; 2024Q2: 395 shares; 2024Q3: 395 shares; 2024Q4: 311 shares 311 $23K 0.02% -84 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 369 shares; 2023Q2: not loaded; 2023Q3: 379 shares; 2023Q4: 381 shares; 2024Q1: 433 shares; 2024Q2: 389 shares; 2024Q3: 399 shares; 2024Q4: 303 shares 303 $23K 0.02% -96 Timeline FXH 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; 2023Q1: 151 shares; 2023Q2: not loaded; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 298 shares; 2024Q2: 298 shares; 2024Q3: 298 shares; 2024Q4: 228 shares 228 $23K 0.02% -70 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,806 shares; 2023Q2: not loaded; 2023Q3: 1,953 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,004 shares; 2024Q4: 1,004 shares 1,004 $23K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 231 shares; 2023Q2: not loaded; 2023Q3: 318 shares; 2023Q4: 353 shares; 2024Q1: 369 shares; 2024Q2: 369 shares; 2024Q3: 370 shares; 2024Q4: 81 shares 81 $22K 0.02% -289 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 39 shares; 2023Q2: not loaded; 2023Q3: 39 shares; 2023Q4: 39 shares; 2024Q1: 39 shares; 2024Q2: 114 shares; 2024Q3: 114 shares; 2024Q4: 52 shares 52 $22K 0.02% -62 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; 2023Q1: 1,207 shares; 2023Q2: not loaded; 2023Q3: 2,227 shares; 2023Q4: 2,091 shares; 2024Q1: 2,000 shares; 2024Q2: 2,269 shares; 2024Q3: 2,303 shares; 2024Q4: 173 shares 173 $22K 0.02% -2,130 Timeline PYZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 250 shares; 2023Q2: not loaded; 2023Q3: 251 shares; 2023Q4: 252 shares; 2024Q1: 252 shares; 2024Q2: 253 shares; 2024Q3: 254 shares; 2024Q4: 255 shares 255 $22K 0.02% +1 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,024 shares; 2023Q2: not loaded; 2023Q3: 5,240 shares; 2023Q4: 5,443 shares; 2024Q1: 5,370 shares; 2024Q2: 3,616 shares; 2024Q3: 3,632 shares; 2024Q4: 279 shares 279 $21K 0.02% -3,353 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 67,077 shares; 2023Q2: not loaded; 2023Q3: 23,428 shares; 2023Q4: 16,373 shares; 2024Q1: 14,099 shares; 2024Q2: 13,195 shares; 2024Q3: 12,914 shares; 2024Q4: 1,839 shares 1,839 $21K 0.02% -11,075 Timeline WDIV 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; 2023Q1: 292 shares; 2023Q2: not loaded; 2023Q3: 332 shares; 2023Q4: 336 shares; 2024Q1: 338 shares; 2024Q2: 345 shares; 2024Q3: 348 shares; 2024Q4: 352 shares 352 $21K 0.02% +4 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 30,249 shares; 2023Q2: not loaded; 2023Q3: 22,850 shares; 2023Q4: 22,316 shares; 2024Q1: 22,209 shares; 2024Q2: 19,414 shares; 2024Q3: 18,251 shares; 2024Q4: 322 shares 322 $21K 0.02% -17,929 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,122 shares; 2023Q2: not loaded; 2023Q3: 947 shares; 2023Q4: 846 shares; 2024Q1: 409 shares; 2024Q2: 393 shares; 2024Q3: 398 shares; 2024Q4: 403 shares 403 $20K 0.01% +5 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 337 shares; 2023Q2: not loaded; 2023Q3: 336 shares; 2023Q4: 244 shares; 2024Q1: 244 shares; 2024Q2: 262 shares; 2024Q3: 274 shares; 2024Q4: 100 shares 100 $20K 0.01% -174 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 323 shares; 2024Q3: 772 shares; 2024Q4: 357 shares 357 $20K 0.01% -415 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 34,494 shares; 2023Q2: not loaded; 2023Q3: 39,574 shares; 2023Q4: 41,450 shares; 2024Q1: 42,971 shares; 2024Q2: 45,829 shares; 2024Q3: 45,543 shares; 2024Q4: 190 shares 190 $19K 0.01% -45,353 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,556 shares; 2023Q2: not loaded; 2023Q3: 2,184 shares; 2023Q4: 2,201 shares; 2024Q1: 2,297 shares; 2024Q2: 2,536 shares; 2024Q3: 2,465 shares; 2024Q4: 701 shares 701 $19K 0.01% -1,764 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 150 shares; 2024Q3: 87 shares; 2024Q4: 170 shares 170 $19K 0.01% +83 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,696 shares; 2023Q2: not loaded; 2023Q3: 3,529 shares; 2023Q4: 3,358 shares; 2024Q1: 3,189 shares; 2024Q2: 2,790 shares; 2024Q3: 2,235 shares; 2024Q4: 106 shares 106 $19K 0.01% -2,129 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 114 shares; 2023Q2: not loaded; 2023Q3: 114 shares; 2023Q4: 141 shares; 2024Q1: 127 shares; 2024Q2: 127 shares; 2024Q3: 127 shares; 2024Q4: 100 shares 100 $19K 0.01% -27 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,476 shares; 2023Q2: not loaded; 2023Q3: 1,476 shares; 2023Q4: 2,351 shares; 2024Q1: 2,351 shares; 2024Q2: 2,351 shares; 2024Q3: 900 shares; 2024Q4: 900 shares 900 $19K 0.01% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 300 shares; 2023Q2: not loaded; 2023Q3: 300 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $19K 0.01% 0 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 458 shares; 2024Q1: 458 shares; 2024Q2: 458 shares; 2024Q3: 458 shares; 2024Q4: 458 shares 458 $19K 0.01% 0 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 30,535 shares; 2023Q4: 9,895 shares; 2024Q1: 9,785 shares; 2024Q2: 9,064 shares; 2024Q3: 7,616 shares; 2024Q4: 1,719 shares 1,719 $19K 0.01% -5,897 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,430 shares; 2023Q2: not loaded; 2023Q3: 5,469 shares; 2023Q4: 3,162 shares; 2024Q1: 3,355 shares; 2024Q2: 6,186 shares; 2024Q3: 6,511 shares; 2024Q4: 415 shares 415 $18K 0.01% -6,096 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 226 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 199 shares; 2024Q1: 185 shares; 2024Q2: 178 shares; 2024Q3: 178 shares; 2024Q4: 30 shares 30 $18K 0.01% -148 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 196 shares 196 $18K 0.01% new Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $18K 0.01% 0 Timeline NXTG 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; 2023Q1: 1,843 shares; 2023Q2: not loaded; 2023Q3: 805 shares; 2023Q4: 339 shares; 2024Q1: 313 shares; 2024Q2: 309 shares; 2024Q3: 310 shares; 2024Q4: 222 shares 222 $18K 0.01% -88 Timeline SZNE PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 660 shares; 2023Q2: not loaded; 2023Q3: 660 shares; 2023Q4: 510 shares; 2024Q1: 510 shares; 2024Q2: 510 shares; 2024Q3: 510 shares; 2024Q4: 510 shares 510 $18K 0.01% 0 Timeline SPEM 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; 2023Q1: 1,361 shares; 2023Q2: not loaded; 2023Q3: 5,250 shares; 2023Q4: 4,066 shares; 2024Q1: 4,310 shares; 2024Q2: 5,413 shares; 2024Q3: 6,065 shares; 2024Q4: 455 shares 455 $17K 0.01% -5,610 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 29 shares 29 $17K 0.01% new Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,275 shares; 2024Q3: 1,390 shares; 2024Q4: 730 shares 730 $17K 0.01% -660 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 398 shares; 2023Q2: not loaded; 2023Q3: 240 shares; 2023Q4: 239 shares; 2024Q1: 315 shares; 2024Q2: 244 shares; 2024Q3: 219 shares; 2024Q4: 46 shares 46 $16K 0.01% -173 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,578 shares; 2023Q2: not loaded; 2023Q3: 13,674 shares; 2023Q4: 12,746 shares; 2024Q1: 10,261 shares; 2024Q2: 11,317 shares; 2024Q3: 11,708 shares; 2024Q4: 415 shares 415 $16K 0.01% -11,293 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 41 shares; 2023Q4: 98 shares; 2024Q1: 98 shares; 2024Q2: 98 shares; 2024Q3: 98 shares; 2024Q4: 149 shares 149 $16K 0.01% +51 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 37 shares; 2023Q2: not loaded; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: not reported; 2024Q2: 31 shares; 2024Q3: 15 shares; 2024Q4: 37 shares 37 $16K 0.01% +22 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,874 shares; 2023Q2: not loaded; 2023Q3: 7,264 shares; 2023Q4: 5,331 shares; 2024Q1: 5,529 shares; 2024Q2: 4,885 shares; 2024Q3: 5,469 shares; 2024Q4: 525 shares 525 $16K 0.01% -4,944 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 474 shares; 2024Q3: 474 shares; 2024Q4: 474 shares 474 $16K 0.01% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 194 shares; 2023Q2: not loaded; 2023Q3: 194 shares; 2023Q4: 194 shares; 2024Q1: 194 shares; 2024Q2: 194 shares; 2024Q3: 194 shares; 2024Q4: 194 shares 194 $16K 0.01% 0 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,889 shares; 2024Q3: 17,794 shares; 2024Q4: 213 shares 213 $16K 0.01% -17,581 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 55 shares; 2023Q2: not loaded; 2023Q3: 69 shares; 2023Q4: 48 shares; 2024Q1: 48 shares; 2024Q2: 48 shares; 2024Q3: 48 shares; 2024Q4: 41 shares 41 $15K 0.01% -7 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,526 shares; 2023Q2: not loaded; 2023Q3: 3,376 shares; 2023Q4: 3,218 shares; 2024Q1: 3,169 shares; 2024Q2: 2,812 shares; 2024Q3: 2,556 shares; 2024Q4: 120 shares 120 $15K 0.01% -2,436 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 246 shares; 2023Q2: not loaded; 2023Q3: 308 shares; 2023Q4: 308 shares; 2024Q1: 308 shares; 2024Q2: 402 shares; 2024Q3: 402 shares; 2024Q4: 113 shares 113 $15K 0.01% -289 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 282 shares; 2023Q2: not loaded; 2023Q3: 282 shares; 2023Q4: 282 shares; 2024Q1: 282 shares; 2024Q2: 282 shares; 2024Q3: 282 shares; 2024Q4: 282 shares 282 $15K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $15K 0.01% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 765 shares; 2023Q2: not loaded; 2023Q3: 49,089 shares; 2023Q4: 53,961 shares; 2024Q1: 60,617 shares; 2024Q2: 79,810 shares; 2024Q3: 84,063 shares; 2024Q4: 312 shares 312 $15K 0.01% -83,751 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 765 shares; 2023Q2: not loaded; 2023Q3: 51,033 shares; 2023Q4: 55,418 shares; 2024Q1: 65,254 shares; 2024Q2: 84,668 shares; 2024Q3: 88,436 shares; 2024Q4: 315 shares 315 $15K 0.01% -88,121 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,294 shares; 2023Q2: not loaded; 2023Q3: 1,056 shares; 2023Q4: 1,094 shares; 2024Q1: 9,540 shares; 2024Q2: 4,501 shares; 2024Q3: 2,033 shares; 2024Q4: 518 shares 518 $15K 0.01% -1,515 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,513 shares; 2023Q2: not loaded; 2023Q3: 3,780 shares; 2023Q4: 3,430 shares; 2024Q1: 3,622 shares; 2024Q2: 3,551 shares; 2024Q3: 3,439 shares; 2024Q4: 149 shares 149 $14K 0.01% -3,290 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 583 shares; 2023Q2: not loaded; 2023Q3: 476 shares; 2023Q4: 479 shares; 2024Q1: 445 shares; 2024Q2: 515 shares; 2024Q3: 488 shares; 2024Q4: 111 shares 111 $14K 0.01% -377 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 131 shares; 2023Q2: not loaded; 2023Q3: 131 shares; 2023Q4: 131 shares; 2024Q1: 198 shares; 2024Q2: 198 shares; 2024Q3: 198 shares; 2024Q4: 136 shares 136 $14K 0.01% -62 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 125 shares; 2023Q2: not loaded; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 479 shares; 2024Q3: 786 shares; 2024Q4: 125 shares 125 $14K 0.01% -661 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 331 shares; 2023Q2: not loaded; 2023Q3: 461 shares; 2023Q4: 461 shares; 2024Q1: 347 shares; 2024Q2: 315 shares; 2024Q3: 39 shares; 2024Q4: 34 shares 34 $14K 0.01% -5 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 567 shares; 2023Q2: not loaded; 2023Q3: 567 shares; 2023Q4: 512 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 286 shares 286 $14K 0.01% new Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 711 shares; 2023Q2: not loaded; 2023Q3: 660 shares; 2023Q4: 660 shares; 2024Q1: 661 shares; 2024Q2: 661 shares; 2024Q3: 661 shares; 2024Q4: 412 shares 412 $14K 0.01% -249 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 173 shares; 2024Q1: 173 shares; 2024Q2: 173 shares; 2024Q3: 173 shares; 2024Q4: 173 shares 173 $14K 0.01% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,256 shares; 2023Q2: not loaded; 2023Q3: 8,299 shares; 2023Q4: 11,160 shares; 2024Q1: 11,655 shares; 2024Q2: 11,098 shares; 2024Q3: 4,353 shares; 2024Q4: 2,747 shares 2,747 $14K 0.01% -1,606 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 458 shares; 2023Q2: not loaded; 2023Q3: 478 shares; 2023Q4: 1,215 shares; 2024Q1: 3,812 shares; 2024Q2: 3,271 shares; 2024Q3: 2,010 shares; 2024Q4: 402 shares 402 $14K 0.01% -1,608 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 561 shares; 2023Q2: not loaded; 2023Q3: 389 shares; 2023Q4: 389 shares; 2024Q1: 389 shares; 2024Q2: 389 shares; 2024Q3: 212 shares; 2024Q4: 182 shares 182 $14K 0.01% -30 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 268 shares; 2023Q4: 161 shares; 2024Q1: 395 shares; 2024Q2: 349 shares; 2024Q3: 292 shares; 2024Q4: 110 shares 110 $13K 0.01% -182 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 10 shares; 2023Q4: 22 shares; 2024Q1: 22 shares; 2024Q2: 22 shares; 2024Q3: 28 shares; 2024Q4: 22 shares 22 $13K 0.01% -6 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 309 shares; 2023Q2: not loaded; 2023Q3: 309 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 152 shares; 2024Q3: 152 shares; 2024Q4: 113 shares 113 $13K 0.01% -39 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 245 shares; 2023Q2: not loaded; 2023Q3: 245 shares; 2023Q4: 245 shares; 2024Q1: 245 shares; 2024Q2: 245 shares; 2024Q3: 245 shares; 2024Q4: 245 shares 245 $13K 0.01% 0 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 50 shares; 2023Q2: not loaded; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares 50 $13K 0.01% 0 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,300 shares; 2023Q2: not loaded; 2023Q3: 1,300 shares; 2023Q4: 1,300 shares; 2024Q1: 1,300 shares; 2024Q2: 1,300 shares; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares 1,300 $13K 0.01% 0 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 137 shares 137 $13K 0.01% -163 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 27,588 shares; 2023Q2: not loaded; 2023Q3: 24,878 shares; 2023Q4: 23,303 shares; 2024Q1: 22,106 shares; 2024Q2: 15,597 shares; 2024Q3: 11,366 shares; 2024Q4: 95 shares 95 $12K 0.01% -11,271 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,589 shares; 2023Q2: not loaded; 2023Q3: 2,872 shares; 2023Q4: 2,727 shares; 2024Q1: 274 shares; 2024Q2: 305 shares; 2024Q3: 262 shares; 2024Q4: 159 shares 159 $12K 0.01% -103 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $12K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 161 shares; 2023Q2: not loaded; 2023Q3: 161 shares; 2023Q4: 220 shares; 2024Q1: 220 shares; 2024Q2: 217 shares; 2024Q3: 210 shares; 2024Q4: 106 shares 106 $12K 0.01% -104 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; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 266 shares; 2023Q4: 241 shares; 2024Q1: 241 shares; 2024Q2: 241 shares; 2024Q3: 241 shares; 2024Q4: 166 shares 166 $12K 0.01% -75 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 153 shares; 2023Q2: not loaded; 2023Q3: 153 shares; 2023Q4: 198 shares; 2024Q1: 490 shares; 2024Q2: 591 shares; 2024Q3: 481 shares; 2024Q4: 128 shares 128 $12K 0.01% -353 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 200 shares 200 $12K 0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,204 shares; 2023Q2: not loaded; 2023Q3: 1,045 shares; 2023Q4: 743 shares; 2024Q1: 753 shares; 2024Q2: 653 shares; 2024Q3: 661 shares; 2024Q4: 232 shares 232 $12K 0.01% -429 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 78 shares; 2023Q2: not loaded; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 112 shares; 2024Q4: 70 shares 70 $12K 0.01% -42 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 298 shares; 2023Q2: not loaded; 2023Q3: 1,666 shares; 2023Q4: 1,654 shares; 2024Q1: 1,648 shares; 2024Q2: 1,723 shares; 2024Q3: 1,735 shares; 2024Q4: 87 shares 87 $12K 0.01% -1,648 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 167 shares; 2023Q2: not loaded; 2023Q3: 167 shares; 2023Q4: 167 shares; 2024Q1: 167 shares; 2024Q2: 167 shares; 2024Q3: 167 shares; 2024Q4: 167 shares 167 $12K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,715 shares; 2023Q2: not loaded; 2023Q3: 5,996 shares; 2023Q4: 5,877 shares; 2024Q1: 5,420 shares; 2024Q2: 5,407 shares; 2024Q3: 5,117 shares; 2024Q4: 230 shares 230 $11K 0.01% -4,887 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,100 shares 1,100 $11K 0.01% new 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; 2023Q1: 1,120 shares; 2023Q2: not loaded; 2023Q3: 1,129 shares; 2023Q4: 1,134 shares; 2024Q1: 1,109 shares; 2024Q2: 988 shares; 2024Q3: 863 shares; 2024Q4: 150 shares 150 $11K 0.01% -713 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 51 shares; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares; 2024Q4: 18 shares 18 $11K 0.01% 0 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,591 shares; 2023Q2: not loaded; 2023Q3: 1,693 shares; 2023Q4: 1,746 shares; 2024Q1: 1,793 shares; 2024Q2: 1,849 shares; 2024Q3: 1,908 shares; 2024Q4: 1,963 shares 1,963 $11K 0.01% +55 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 100 shares; 2023Q2: not loaded; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 101 shares; 2024Q2: 101 shares; 2024Q3: 102 shares; 2024Q4: 102 shares 102 $11K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,042 shares; 2023Q2: not loaded; 2023Q3: 1,658 shares; 2023Q4: 3,898 shares; 2024Q1: 3,950 shares; 2024Q2: 10,051 shares; 2024Q3: 10,096 shares; 2024Q4: 1,697 shares 1,697 $11K 0.01% -8,399 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 349 shares 349 $11K 0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 160 shares; 2024Q3: 185 shares; 2024Q4: 70 shares 70 $10K 0.01% -115 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,450 shares; 2023Q2: not loaded; 2023Q3: 4,216 shares; 2023Q4: 4,271 shares; 2024Q1: 1,794 shares; 2024Q2: 1,766 shares; 2024Q3: 1,566 shares; 2024Q4: 137 shares 137 $10K 0.01% -1,429 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 440 shares 440 $10K 0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 244 shares; 2023Q2: not loaded; 2023Q3: 344 shares; 2023Q4: 254 shares; 2024Q1: 244 shares; 2024Q2: 309 shares; 2024Q3: 309 shares; 2024Q4: 61 shares 61 $10K 0.01% -248 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 102 shares; 2024Q4: 108 shares 108 $10K 0.01% +6 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 252 shares; 2023Q2: not loaded; 2023Q3: 256 shares; 2023Q4: 259 shares; 2024Q1: 261 shares; 2024Q2: 264 shares; 2024Q3: 267 shares; 2024Q4: 269 shares 269 $10K 0.01% +2 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,262 shares; 2023Q2: not loaded; 2023Q3: 5,738 shares; 2023Q4: 3,621 shares; 2024Q1: 3,412 shares; 2024Q2: 3,411 shares; 2024Q3: 3,734 shares; 2024Q4: 460 shares 460 $9K 0.01% -3,274 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 298 shares; 2023Q2: not loaded; 2023Q3: 307 shares; 2023Q4: 307 shares; 2024Q1: 307 shares; 2024Q2: 307 shares; 2024Q3: 307 shares; 2024Q4: 200 shares 200 $9K 0.01% -107 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,241 shares; 2023Q2: not loaded; 2023Q3: 3,255 shares; 2023Q4: 3,255 shares; 2024Q1: 3,255 shares; 2024Q2: 3,251 shares; 2024Q3: 3,051 shares; 2024Q4: 560 shares 560 $9K 0.01% -2,491 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,325 shares; 2023Q2: not loaded; 2023Q3: 21,032 shares; 2023Q4: 25,077 shares; 2024Q1: 35,220 shares; 2024Q2: 54,768 shares; 2024Q3: 56,355 shares; 2024Q4: 600 shares 600 $9K 0.01% -55,755 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 626 shares 626 $9K 0.01% new 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; 2023Q1: 2,522 shares; 2023Q2: not loaded; 2023Q3: 1,923 shares; 2023Q4: 1,951 shares; 2024Q1: 2,147 shares; 2024Q2: 2,122 shares; 2024Q3: 1,947 shares; 2024Q4: 905 shares 905 $9K 0.01% -1,042 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 125 shares 125 $9K 0.01% new Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 4,527 shares; 2024Q1: 4,537 shares; 2024Q2: 4,594 shares; 2024Q3: 4,288 shares; 2024Q4: 364 shares 364 $9K 0.01% -3,924 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,270 shares; 2023Q2: not loaded; 2023Q3: 3,820 shares; 2023Q4: 2,806 shares; 2024Q1: 2,265 shares; 2024Q2: 2,245 shares; 2024Q3: 1,388 shares; 2024Q4: 182 shares 182 $9K 0.01% -1,206 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 110 shares; 2023Q2: not loaded; 2023Q3: 110 shares; 2023Q4: 5,918 shares; 2024Q1: 4,819 shares; 2024Q2: 4,819 shares; 2024Q3: 4,682 shares; 2024Q4: 389 shares 389 $9K 0.01% -4,293 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,453 shares; 2023Q2: not loaded; 2023Q3: 2,314 shares; 2023Q4: 1,832 shares; 2024Q1: 1,615 shares; 2024Q2: 1,618 shares; 2024Q3: 1,191 shares; 2024Q4: 365 shares 365 $9K 0.01% -826 Timeline FSIG 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; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 454 shares; 2024Q2: 458 shares; 2024Q3: 484 shares; 2024Q4: 488 shares 488 $9K 0.01% +4 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 521 shares; 2023Q2: not loaded; 2023Q3: 446 shares; 2023Q4: 446 shares; 2024Q1: 446 shares; 2024Q2: 425 shares; 2024Q3: 425 shares; 2024Q4: 100 shares 100 $8K 0.01% -325 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; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 349 shares; 2024Q1: 1,039 shares; 2024Q2: 1,684 shares; 2024Q3: 1,966 shares; 2024Q4: 91 shares 91 $8K 0.01% -1,875 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,513 shares; 2023Q2: not loaded; 2023Q3: 3,067 shares; 2023Q4: 2,732 shares; 2024Q1: 2,584 shares; 2024Q2: 2,091 shares; 2024Q3: 1,977 shares; 2024Q4: 80 shares 80 $8K 0.01% -1,897 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,874 shares; 2023Q2: not loaded; 2023Q3: 877 shares; 2023Q4: 881 shares; 2024Q1: 877 shares; 2024Q2: 654 shares; 2024Q3: 656 shares; 2024Q4: 66 shares 66 $8K 0.01% -590 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,633 shares; 2023Q2: not loaded; 2023Q3: 3,244 shares; 2023Q4: 3,138 shares; 2024Q1: 3,163 shares; 2024Q2: 3,064 shares; 2024Q3: 3,069 shares; 2024Q4: 102 shares 102 $8K 0.01% -2,967 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; 2023Q1: 724 shares; 2023Q2: not loaded; 2023Q3: 719 shares; 2023Q4: 832 shares; 2024Q1: 791 shares; 2024Q2: 795 shares; 2024Q3: 743 shares; 2024Q4: 35 shares 35 $8K 0.01% -708 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 93 shares; 2023Q2: not loaded; 2023Q3: 93 shares; 2023Q4: 93 shares; 2024Q1: 93 shares; 2024Q2: 93 shares; 2024Q3: 93 shares; 2024Q4: 93 shares 93 $8K 0.01% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $8K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,154 shares; 2023Q2: not loaded; 2023Q3: 654 shares; 2023Q4: 487 shares; 2024Q1: 487 shares; 2024Q2: 488 shares; 2024Q3: 692 shares; 2024Q4: 133 shares 133 $8K 0.01% -559 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 2,438 shares; 2024Q1: 2,413 shares; 2024Q2: 6,128 shares; 2024Q3: 3,518 shares; 2024Q4: 2,318 shares 2,318 $8K 0.01% -1,200 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,158 shares; 2023Q2: not loaded; 2023Q3: 5,465 shares; 2023Q4: 5,339 shares; 2024Q1: 5,300 shares; 2024Q2: 4,231 shares; 2024Q3: 3,854 shares; 2024Q4: 72 shares 72 $8K 0.01% -3,782 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,459 shares; 2023Q2: not loaded; 2023Q3: 2,577 shares; 2023Q4: 2,577 shares; 2024Q1: 2,732 shares; 2024Q2: 1,532 shares; 2024Q3: 916 shares; 2024Q4: 315 shares 315 $8K 0.01% -601 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 350 shares; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 600 shares 600 $8K 0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 600 shares; 2023Q2: not loaded; 2023Q3: 3,234 shares; 2023Q4: 3,654 shares; 2024Q1: 647 shares; 2024Q2: 688 shares; 2024Q3: 501 shares; 2024Q4: 95 shares 95 $8K 0.01% -406 Timeline JAAA 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; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 5,472 shares; 2023Q4: 189 shares; 2024Q1: 196 shares; 2024Q2: 1,387 shares; 2024Q3: 1,370 shares; 2024Q4: 159 shares 159 $8K 0.01% -1,211 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 135 shares; 2023Q2: not loaded; 2023Q3: 137 shares; 2023Q4: 139 shares; 2024Q1: 140 shares; 2024Q2: 141 shares; 2024Q3: 142 shares; 2024Q4: 144 shares 144 $8K 0.01% +2 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 903 shares; 2023Q2: not loaded; 2023Q3: 921 shares; 2023Q4: 12,151 shares; 2024Q1: 469 shares; 2024Q2: 313 shares; 2024Q3: 259 shares; 2024Q4: 285 shares 285 $8K 0.01% +26 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 224 shares; 2023Q2: not loaded; 2023Q3: 96 shares; 2023Q4: 98 shares; 2024Q1: 94 shares; 2024Q2: 94 shares; 2024Q3: 94 shares; 2024Q4: 94 shares 94 $8K 0.01% 0 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $8K 0.01% 0 Timeline GRID 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; 2023Q1: 3,942 shares; 2023Q2: not loaded; 2023Q3: 3,575 shares; 2023Q4: 3,318 shares; 2024Q1: 1,412 shares; 2024Q2: 1,384 shares; 2024Q3: 239 shares; 2024Q4: 71 shares 71 $8K 0.01% -168 Timeline PXI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 293 shares; 2023Q2: not loaded; 2023Q3: 190 shares; 2023Q4: 191 shares; 2024Q1: 191 shares; 2024Q2: 192 shares; 2024Q3: 193 shares; 2024Q4: 194 shares 194 $8K 0.01% +1 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 75 shares 75 $7K 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 169 shares; 2023Q2: not loaded; 2023Q3: 169 shares; 2023Q4: 169 shares; 2024Q1: 168 shares; 2024Q2: 170 shares; 2024Q3: 171 shares; 2024Q4: 37 shares 37 $7K 0.01% -134 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 24 shares; 2024Q3: 24 shares; 2024Q4: 24 shares 24 $7K 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 554 shares; 2023Q2: not loaded; 2023Q3: 414 shares; 2023Q4: 418 shares; 2024Q1: 269 shares; 2024Q2: 83 shares; 2024Q3: 84 shares; 2024Q4: 61 shares 61 $7K 0.01% -23 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 651 shares; 2023Q2: not loaded; 2023Q3: 596 shares; 2023Q4: 237 shares; 2024Q1: 237 shares; 2024Q2: 237 shares; 2024Q3: 135 shares; 2024Q4: 55 shares 55 $7K 0.01% -80 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 416 shares; 2023Q2: not loaded; 2023Q3: 379 shares; 2023Q4: 379 shares; 2024Q1: 353 shares; 2024Q2: 353 shares; 2024Q3: 353 shares; 2024Q4: 208 shares 208 $7K 0.01% -145 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,944 shares; 2023Q2: not loaded; 2023Q3: 3,322 shares; 2023Q4: 3,007 shares; 2024Q1: 1,208 shares; 2024Q2: 1,179 shares; 2024Q3: 887 shares; 2024Q4: 243 shares 243 $7K 0.01% -644 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6 shares 6 $6K <0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 13,442 shares; 2023Q2: not loaded; 2023Q3: 8,164 shares; 2023Q4: 7,829 shares; 2024Q1: 7,786 shares; 2024Q2: 6,548 shares; 2024Q3: 4,856 shares; 2024Q4: 113 shares 113 $6K <0.01% -4,743 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 8,678 shares; 2023Q4: 802 shares; 2024Q1: 838 shares; 2024Q2: 779 shares; 2024Q3: 751 shares; 2024Q4: 265 shares 265 $6K <0.01% -486 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 605 shares; 2023Q2: not loaded; 2023Q3: 616 shares; 2023Q4: 575 shares; 2024Q1: 625 shares; 2024Q2: 138 shares; 2024Q3: 138 shares; 2024Q4: 88 shares 88 $6K <0.01% -50 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,715 shares; 2023Q2: not loaded; 2023Q3: 4,572 shares; 2023Q4: 4,050 shares; 2024Q1: 1,296 shares; 2024Q2: 1,257 shares; 2024Q3: 1,014 shares; 2024Q4: 340 shares 340 $6K <0.01% -674 Timeline FEZ 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; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 2,242 shares; 2023Q4: 639 shares; 2024Q1: 375 shares; 2024Q2: 226 shares; 2024Q3: 160 shares; 2024Q4: 142 shares 142 $6K <0.01% -18 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 51 shares; 2023Q4: 484 shares; 2024Q1: 484 shares; 2024Q2: 804 shares; 2024Q3: 804 shares; 2024Q4: 804 shares 804 $6K <0.01% 0 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 165 shares; 2024Q3: 165 shares; 2024Q4: 165 shares 165 $6K <0.01% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 102 shares; 2023Q2: not loaded; 2023Q3: 103 shares; 2023Q4: 104 shares; 2024Q1: 105 shares; 2024Q2: 106 shares; 2024Q3: 107 shares; 2024Q4: 108 shares 108 $6K <0.01% +1 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 151 shares; 2024Q4: 151 shares 151 $6K <0.01% 0 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 314 shares; 2023Q2: not loaded; 2023Q3: 337 shares; 2023Q4: 314 shares; 2024Q1: 314 shares; 2024Q2: 314 shares; 2024Q3: 314 shares; 2024Q4: 314 shares 314 $6K <0.01% 0 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $6K <0.01% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 26,349 shares; 2023Q2: not loaded; 2023Q3: 24,701 shares; 2023Q4: 26,403 shares; 2024Q1: 26,695 shares; 2024Q2: 26,303 shares; 2024Q3: 25,104 shares; 2024Q4: 297 shares 297 $6K <0.01% -24,807 ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 103 shares; 2023Q2: not loaded; 2023Q3: 123 shares; 2023Q4: 71 shares; 2024Q1: 71 shares; 2024Q2: 56 shares; 2024Q3: 49 shares; 2024Q4: 13 shares 13 $5K <0.01% -36 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 591 shares; 2023Q2: not loaded; 2023Q3: 596 shares; 2023Q4: 598 shares; 2024Q1: 600 shares; 2024Q2: 997 shares; 2024Q3: 1,726 shares; 2024Q4: 54 shares 54 $5K <0.01% -1,672 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,324 shares; 2023Q2: not loaded; 2023Q3: 593 shares; 2023Q4: 595 shares; 2024Q1: 596 shares; 2024Q2: 1,081 shares; 2024Q3: 1,086 shares; 2024Q4: 46 shares 46 $5K <0.01% -1,040 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 966 shares; 2023Q2: not loaded; 2023Q3: 971 shares; 2023Q4: 1,016 shares; 2024Q1: 630 shares; 2024Q2: 685 shares; 2024Q3: 1,141 shares; 2024Q4: 77 shares 77 $5K <0.01% -1,064 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; 2023Q1: 66 shares; 2023Q2: not loaded; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 34 shares; 2024Q3: 34 shares; 2024Q4: 8 shares 8 $5K <0.01% -26 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 46 shares; 2023Q2: not loaded; 2023Q3: 1,132 shares; 2023Q4: 1,256 shares; 2024Q1: 125 shares; 2024Q2: 102 shares; 2024Q3: 93 shares; 2024Q4: 12 shares 12 $5K <0.01% -81 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,071 shares; 2023Q2: not loaded; 2023Q3: 580 shares; 2023Q4: 548 shares; 2024Q1: 592 shares; 2024Q2: 595 shares; 2024Q3: 598 shares; 2024Q4: 125 shares 125 $5K <0.01% -473 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 247 shares; 2023Q2: not loaded; 2023Q3: 248 shares; 2023Q4: 248 shares; 2024Q1: 249 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 133 shares 133 $5K <0.01% -117 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 803 shares; 2023Q2: not loaded; 2023Q3: 655 shares; 2023Q4: 580 shares; 2024Q1: 582 shares; 2024Q2: 557 shares; 2024Q3: 523 shares; 2024Q4: 337 shares 337 $5K <0.01% -186 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,118 shares; 2023Q2: not loaded; 2023Q3: 1,309 shares; 2023Q4: 1,262 shares; 2024Q1: 1,245 shares; 2024Q2: 1,241 shares; 2024Q3: 1,242 shares; 2024Q4: 63 shares 63 $5K <0.01% -1,179 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 228 shares; 2023Q2: not loaded; 2023Q3: 228 shares; 2023Q4: 228 shares; 2024Q1: 128 shares; 2024Q2: 128 shares; 2024Q3: 128 shares; 2024Q4: 128 shares 128 $5K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 225 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 255 shares; 2024Q1: 255 shares; 2024Q2: 255 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $5K <0.01% 0 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,269 shares; 2023Q2: not loaded; 2023Q3: 2,419 shares; 2023Q4: 2,459 shares; 2024Q1: 2,297 shares; 2024Q2: 1,324 shares; 2024Q3: 421 shares; 2024Q4: 421 shares 421 $5K <0.01% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 642 shares; 2023Q2: not loaded; 2023Q3: 193 shares; 2023Q4: 164 shares; 2024Q1: 164 shares; 2024Q2: 204 shares; 2024Q3: 164 shares; 2024Q4: 64 shares 64 $5K <0.01% -100 Timeline SCS STEELCASE INC-CLASS A More: the full row for STEELCASE INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 500 shares; 2023Q2: not loaded; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $5K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2 shares; 2023Q2: not loaded; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 66 shares; 2024Q3: 1,031 shares; 2024Q4: 66 shares 66 $4K <0.01% -965 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 81 shares 81 $4K <0.01% new Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 128 shares 128 $4K <0.01% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 820 shares; 2023Q2: not loaded; 2023Q3: 755 shares; 2023Q4: 755 shares; 2024Q1: 755 shares; 2024Q2: 755 shares; 2024Q3: 229 shares; 2024Q4: 38 shares 38 $4K <0.01% -191 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; 2023Q1: 384 shares; 2023Q2: not loaded; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 400 shares; 2024Q2: 445 shares; 2024Q3: 445 shares; 2024Q4: 100 shares 100 $4K <0.01% -345 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; 2023Q1: 138 shares; 2023Q2: not loaded; 2023Q3: 138 shares; 2023Q4: 138 shares; 2024Q1: 188 shares; 2024Q2: 188 shares; 2024Q3: 188 shares; 2024Q4: 50 shares 50 $4K <0.01% -138 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 445 shares; 2023Q2: not loaded; 2023Q3: 467 shares; 2023Q4: 468 shares; 2024Q1: 499 shares; 2024Q2: 625 shares; 2024Q3: 625 shares; 2024Q4: 39 shares 39 $4K <0.01% -586 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 216 shares; 2023Q2: not loaded; 2023Q3: 216 shares; 2023Q4: 216 shares; 2024Q1: 216 shares; 2024Q2: 111 shares; 2024Q3: 111 shares; 2024Q4: 111 shares 111 $4K <0.01% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 184 shares 184 $4K <0.01% new Timeline NUS NU SKIN ENTERPRISES INC More: the full row for NU SKIN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 250 shares; 2023Q2: not loaded; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares 600 $4K <0.01% 0 Timeline ADNT ADIENT PLC More: the full row for ADIENT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 275 shares; 2023Q2: not loaded; 2023Q3: 275 shares; 2023Q4: 275 shares; 2024Q1: 275 shares; 2024Q2: 275 shares; 2024Q3: 275 shares; 2024Q4: 275 shares 275 $4K <0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 47 shares; 2023Q2: not loaded; 2023Q3: 270 shares; 2023Q4: 270 shares; 2024Q1: 270 shares; 2024Q2: 330 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $4K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 100 shares 100 $3K <0.01% -200 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 13 shares; 2023Q2: not loaded; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: 12 shares 12 $3K <0.01% -1 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 134 shares; 2024Q3: 134 shares; 2024Q4: 32 shares 32 $3K <0.01% -102 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 30 shares; 2023Q2: not loaded; 2023Q3: 70 shares; 2023Q4: 76 shares; 2024Q1: 82 shares; 2024Q2: 46 shares; 2024Q3: 34 shares; 2024Q4: 32 shares 32 $3K <0.01% -2 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 50 shares; 2023Q2: not loaded; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 173 shares; 2024Q2: 173 shares; 2024Q3: 173 shares; 2024Q4: 117 shares 117 $3K <0.01% -56 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $3K <0.01% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 525 shares 525 $3K <0.01% new Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares 14 $3K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 55 shares; 2023Q2: not loaded; 2023Q3: 35 shares; 2023Q4: 60 shares; 2024Q1: 90 shares; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 20 shares 20 $3K <0.01% -15 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 116 shares; 2023Q2: not loaded; 2023Q3: 1,272 shares; 2023Q4: 1,424 shares; 2024Q1: 1,302 shares; 2024Q2: 1,492 shares; 2024Q3: 1,538 shares; 2024Q4: 70 shares 70 $3K <0.01% -1,468 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 26 shares; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares; 2024Q4: 26 shares 26 $3K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 20,126 shares; 2023Q2: not loaded; 2023Q3: 26,512 shares; 2023Q4: 19,976 shares; 2024Q1: 12,406 shares; 2024Q2: 13,795 shares; 2024Q3: 14,085 shares; 2024Q4: 100 shares 100 $3K <0.01% -13,985 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 58 shares; 2023Q2: not loaded; 2023Q3: 58 shares; 2023Q4: 58 shares; 2024Q1: 58 shares; 2024Q2: 58 shares; 2024Q3: 58 shares; 2024Q4: 55 shares 55 $3K <0.01% -3 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 18 shares; 2024Q3: 18 shares; 2024Q4: 18 shares 18 $3K <0.01% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 223 shares; 2023Q2: not loaded; 2023Q3: 231 shares; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: not reported; 2024Q3: 263 shares; 2024Q4: 213 shares 213 $3K <0.01% -50 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,147 shares; 2023Q2: not loaded; 2023Q3: 930 shares; 2023Q4: 625 shares; 2024Q1: 338 shares; 2024Q2: 339 shares; 2024Q3: 286 shares; 2024Q4: 60 shares 60 $3K <0.01% -226 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 80 shares 80 $3K <0.01% new Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 185 shares; 2023Q2: not loaded; 2023Q3: 185 shares; 2023Q4: 185 shares; 2024Q1: 185 shares; 2024Q2: 139 shares; 2024Q3: 109 shares; 2024Q4: 100 shares 100 $3K <0.01% -9 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 276 shares; 2023Q2: not loaded; 2023Q3: 260 shares; 2023Q4: 260 shares; 2024Q1: 260 shares; 2024Q2: 279 shares; 2024Q3: 79 shares; 2024Q4: 54 shares 54 $3K <0.01% -25 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 14,643 shares; 2023Q4: 18,006 shares; 2024Q1: 20,822 shares; 2024Q2: 23,129 shares; 2024Q3: 23,820 shares; 2024Q4: 80 shares 80 $3K <0.01% -23,740 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $3K <0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 51 shares 51 $2K <0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 204 shares; 2023Q2: not loaded; 2023Q3: 165 shares; 2023Q4: 165 shares; 2024Q1: 629 shares; 2024Q2: 604 shares; 2024Q3: 605 shares; 2024Q4: 20 shares 20 $2K <0.01% -585 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; 2023Q1: 173 shares; 2023Q2: not loaded; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 57 shares; 2024Q2: 62 shares; 2024Q3: 5 shares; 2024Q4: 5 shares 5 $2K <0.01% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 26 shares; 2023Q2: not loaded; 2023Q3: 437 shares; 2023Q4: 26 shares; 2024Q1: 12,096 shares; 2024Q2: 13,315 shares; 2024Q3: 10,195 shares; 2024Q4: 27 shares 27 $2K <0.01% -10,168 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 87 shares; 2024Q3: 87 shares; 2024Q4: 87 shares 87 $2K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 312 shares; 2023Q2: not loaded; 2023Q3: 312 shares; 2023Q4: 304 shares; 2024Q1: 307 shares; 2024Q2: 659 shares; 2024Q3: 640 shares; 2024Q4: 28 shares 28 $2K <0.01% -612 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 841 shares; 2023Q2: not loaded; 2023Q3: 841 shares; 2023Q4: 414 shares; 2024Q1: 64 shares; 2024Q2: 78 shares; 2024Q3: 14 shares; 2024Q4: 14 shares 14 $2K <0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 52 shares; 2023Q2: not loaded; 2023Q3: 52 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 84 shares; 2024Q3: 80 shares; 2024Q4: 13 shares 13 $2K <0.01% -67 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 286 shares; 2024Q1: 286 shares; 2024Q2: 286 shares; 2024Q3: 286 shares; 2024Q4: 86 shares 86 $2K <0.01% -200 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,542 shares; 2023Q2: not loaded; 2023Q3: 586 shares; 2023Q4: 445 shares; 2024Q1: 445 shares; 2024Q2: 484 shares; 2024Q3: 484 shares; 2024Q4: 39 shares 39 $2K <0.01% -445 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 978 shares; 2023Q2: not loaded; 2023Q3: 978 shares; 2023Q4: 950 shares; 2024Q1: 950 shares; 2024Q2: 951 shares; 2024Q3: 955 shares; 2024Q4: 29 shares 29 $2K <0.01% -926 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 37 shares; 2023Q2: not loaded; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 12 shares; 2024Q2: 24 shares; 2024Q3: 24 shares; 2024Q4: 4 shares 4 $2K <0.01% -20 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 480 shares; 2023Q2: not loaded; 2023Q3: 1,331 shares; 2023Q4: 1,284 shares; 2024Q1: 1,179 shares; 2024Q2: 530 shares; 2024Q3: 30 shares; 2024Q4: 30 shares 30 $2K <0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,925 shares; 2023Q2: not loaded; 2023Q3: 207 shares; 2023Q4: 144 shares; 2024Q1: 144 shares; 2024Q2: 156 shares; 2024Q3: 128 shares; 2024Q4: 26 shares 26 $2K <0.01% -102 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 838 shares; 2023Q2: not loaded; 2023Q3: 1,035 shares; 2023Q4: 1,057 shares; 2024Q1: 1,142 shares; 2024Q2: 1,248 shares; 2024Q3: 1,282 shares; 2024Q4: 14 shares 14 $2K <0.01% -1,268 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 98 shares; 2023Q2: not loaded; 2023Q3: 73 shares; 2023Q4: 49 shares; 2024Q1: 49 shares; 2024Q2: 49 shares; 2024Q3: 34 shares; 2024Q4: 34 shares 34 $2K <0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 215 shares; 2023Q2: not loaded; 2023Q3: 218 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 38 shares; 2024Q3: 38 shares; 2024Q4: 38 shares 38 $2K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,834 shares; 2023Q2: not loaded; 2023Q3: 5,490 shares; 2023Q4: 5,449 shares; 2024Q1: 5,577 shares; 2024Q2: 4,555 shares; 2024Q3: 4,029 shares; 2024Q4: 12 shares 12 $2K <0.01% -4,017 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 482 shares; 2024Q2: 530 shares; 2024Q3: 413 shares; 2024Q4: 48 shares 48 $2K <0.01% -365 Timeline CUK CARNIVAL PLC More: the full row for CARNIVAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 100 shares; 2023Q2: not loaded; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $2K <0.01% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 402 shares; 2024Q4: 113 shares 113 $2K <0.01% -289 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,075 shares; 2023Q2: not loaded; 2023Q3: 975 shares; 2023Q4: 975 shares; 2024Q1: 475 shares; 2024Q2: 470 shares; 2024Q3: 470 shares; 2024Q4: 70 shares 70 $2K <0.01% -400 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 777 shares; 2023Q2: not loaded; 2023Q3: 787 shares; 2023Q4: 987 shares; 2024Q1: 987 shares; 2024Q2: 774 shares; 2024Q3: 874 shares; 2024Q4: 50 shares 50 $2K <0.01% -824 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 127 shares; 2024Q4: 105 shares 105 $2K <0.01% -22 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 336 shares; 2023Q2: not loaded; 2023Q3: 327 shares; 2023Q4: 327 shares; 2024Q1: 64 shares; 2024Q2: 64 shares; 2024Q3: 64 shares; 2024Q4: 54 shares 54 $2K <0.01% -10 Timeline LEGR 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; 2023Q1: 1,617 shares; 2023Q2: not loaded; 2023Q3: 421 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 63 shares 63 $2K <0.01% new Timeline TLS TELOS CORP MD More: the full row for TELOS CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 675 shares; 2023Q2: not loaded; 2023Q3: 650 shares; 2023Q4: 650 shares; 2024Q1: 650 shares; 2024Q2: 650 shares; 2024Q3: 650 shares; 2024Q4: 650 shares 650 $2K <0.01% 0 Timeline LMNR LIMONEIRA CO More: the full row for LIMONEIRA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: not reported; 2024Q4: 100 shares 100 $2K <0.01% new Timeline ARCADIUM LITHIUM PLC ARCADIUM LITHIUM PLC More: the full row for ARCADIUM LITHIUM PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,047 shares; 2024Q2: 1,329 shares; 2024Q3: 1,081 shares; 2024Q4: 481 shares 481 $2K <0.01% -600 FAN 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; 2023Q1: 186 shares; 2023Q2: not loaded; 2023Q3: 186 shares; 2023Q4: 186 shares; 2024Q1: 186 shares; 2024Q2: 186 shares; 2024Q3: 186 shares; 2024Q4: 186 shares 186 $2K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 497 shares; 2023Q2: not loaded; 2023Q3: 340 shares; 2023Q4: 367 shares; 2024Q1: 368 shares; 2024Q2: 266 shares; 2024Q3: 83 shares; 2024Q4: 8 shares 8 $1K <0.01% -75 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,157 shares; 2023Q2: not loaded; 2023Q3: 4,131 shares; 2023Q4: 4,355 shares; 2024Q1: 5,053 shares; 2024Q2: 6,177 shares; 2024Q3: 6,534 shares; 2024Q4: 11 shares 11 $1K <0.01% -6,523 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 65 shares; 2023Q2: not loaded; 2023Q3: 45 shares; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 3 shares 3 $1K <0.01% -3 Timeline