VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 329 shares; 2023Q4: 329 shares; 2024Q1: 329 shares 329 $43.2K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 28,191 shares; 2023Q2: not loaded; 2023Q3: 4,001 shares; 2023Q4: 3,020 shares; 2024Q1: 2,383 shares 2,383 $42.7K 0.01% -637 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,733 shares; 2023Q2: not loaded; 2023Q3: 1,090 shares; 2023Q4: 1,090 shares; 2024Q1: 1,090 shares 1,090 $42.6K 0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3 shares; 2023Q2: not loaded; 2023Q3: 174 shares; 2023Q4: 174 shares; 2024Q1: 174 shares 174 $42.5K 0.01% 0 Timeline LABORATORY CRP OF AMER HLDGS LABORATORY CRP OF AMER HLDGS More: the full row for LABORATORY CRP OF AMER HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 637 shares; 2023Q2: not loaded; 2023Q3: 423 shares; 2023Q4: 194 shares; 2024Q1: 194 shares 194 $42.4K 0.01% 0 VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,339 shares; 2023Q2: not loaded; 2023Q3: 730 shares; 2023Q4: 548 shares; 2024Q1: 548 shares 548 $42.4K 0.01% 0 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,864 shares; 2023Q2: not loaded; 2023Q3: 3,960 shares; 2023Q4: 2,675 shares; 2024Q1: 2,675 shares 2,675 $42.2K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,556 shares; 2023Q2: not loaded; 2023Q3: 2,184 shares; 2023Q4: 2,201 shares; 2024Q1: 2,297 shares 2,297 $42.1K 0.01% +96 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,209 shares; 2023Q2: not loaded; 2023Q3: 1,201 shares; 2023Q4: 954 shares; 2024Q1: 954 shares 954 $41.4K 0.01% 0 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 828 shares; 2023Q2: not loaded; 2023Q3: 828 shares; 2023Q4: 828 shares; 2024Q1: 828 shares 828 $41.3K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 444 shares; 2023Q2: not loaded; 2023Q3: 444 shares; 2023Q4: 444 shares; 2024Q1: 991 shares 991 $41.3K 0.01% +547 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 220 shares; 2023Q2: not loaded; 2023Q3: 220 shares; 2023Q4: 220 shares; 2024Q1: 220 shares 220 $41.1K 0.01% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,711 shares; 2023Q2: not loaded; 2023Q3: 3,220 shares; 2023Q4: 2,982 shares; 2024Q1: 2,271 shares 2,271 $40.7K 0.01% -711 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,195 shares; 2023Q2: not loaded; 2023Q3: 2,269 shares; 2023Q4: 2,269 shares; 2024Q1: 1,780 shares 1,780 $40.5K 0.01% -489 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,856 shares; 2023Q2: not loaded; 2023Q3: 1,972 shares; 2023Q4: 1,993 shares; 2024Q1: 2,015 shares 2,015 $40.4K 0.01% +22 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 627 shares; 2023Q2: not loaded; 2023Q3: 144 shares; 2023Q4: 144 shares; 2024Q1: 154 shares 154 $40.4K 0.01% +10 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: not loaded; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares 150 $40.1K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 317 shares; 2023Q2: not loaded; 2023Q3: 319 shares; 2023Q4: 321 shares; 2024Q1: 322 shares 322 $40K 0.01% +1 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 1,087 shares; 2024Q1: 1,087 shares 1,087 $40K 0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 195 shares; 2023Q4: 195 shares; 2024Q1: 195 shares 195 $39.9K 0.01% 0 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 40 shares; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,446 shares 1,446 $39.8K 0.01% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,446 shares; 2023Q2: not loaded; 2023Q3: 1,666 shares; 2023Q4: 1,666 shares; 2024Q1: 1,666 shares 1,666 $39.7K 0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 313 shares; 2023Q2: not loaded; 2023Q3: 481 shares; 2023Q4: 552 shares; 2024Q1: 539 shares 539 $39.6K 0.01% -13 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 668 shares; 2023Q2: not loaded; 2023Q3: 668 shares; 2023Q4: 676 shares; 2024Q1: 676 shares 676 $39.6K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 369 shares; 2023Q2: not loaded; 2023Q3: 379 shares; 2023Q4: 381 shares; 2024Q1: 433 shares 433 $39.4K 0.01% +52 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 698 shares; 2023Q2: not loaded; 2023Q3: 806 shares; 2023Q4: 610 shares; 2024Q1: 618 shares 618 $39.2K 0.01% +8 Timeline FV 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,396 shares; 2023Q2: not loaded; 2023Q3: 9,721 shares; 2023Q4: 1,731 shares; 2024Q1: 682 shares 682 $39K 0.01% -1,049 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 347 shares; 2023Q2: not loaded; 2023Q3: 349 shares; 2023Q4: 355 shares; 2024Q1: 357 shares 357 $38.2K 0.01% +2 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 244 shares; 2023Q2: not loaded; 2023Q3: 344 shares; 2023Q4: 254 shares; 2024Q1: 244 shares 244 $38.2K 0.01% -10 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 23 shares; 2023Q2: not loaded; 2023Q3: 120 shares; 2023Q4: 120 shares; 2024Q1: 120 shares 120 $38.1K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 33 shares; 2023Q2: not loaded; 2023Q3: 1,043 shares; 2023Q4: 417 shares; 2024Q1: 414 shares 414 $38.1K 0.01% -3 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 929 shares; 2023Q4: 930 shares; 2024Q1: 930 shares 930 $38.1K 0.01% 0 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 425 shares 425 $38K 0.01% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 69 shares; 2023Q2: not loaded; 2023Q3: 43 shares; 2023Q4: 48 shares; 2024Q1: 168 shares 168 $38K 0.01% +120 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,334 shares; 2023Q2: not loaded; 2023Q3: 740 shares; 2023Q4: 718 shares; 2024Q1: 737 shares 737 $37.4K 0.01% +19 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 450 shares; 2023Q2: not loaded; 2023Q3: 450 shares; 2023Q4: not reported; 2024Q1: 1,606 shares 1,606 $37.3K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,204 shares; 2023Q2: not loaded; 2023Q3: 1,045 shares; 2023Q4: 743 shares; 2024Q1: 753 shares 753 $37.1K 0.01% +10 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,493 shares; 2023Q2: not loaded; 2023Q3: 1,532 shares; 2023Q4: 1,525 shares; 2024Q1: 1,540 shares 1,540 $37K 0.01% +15 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 135 shares; 2023Q2: not loaded; 2023Q3: 135 shares; 2023Q4: 135 shares; 2024Q1: 135 shares 135 $36.9K 0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: not loaded; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 706 shares 706 $36.5K 0.01% +606 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 397 shares; 2023Q2: not loaded; 2023Q3: 421 shares; 2023Q4: 565 shares; 2024Q1: 565 shares 565 $36K 0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 767 shares; 2023Q2: not loaded; 2023Q3: 718 shares; 2023Q4: 732 shares; 2024Q1: 702 shares 702 $35.9K 0.01% -30 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 504 shares; 2023Q2: not loaded; 2023Q3: 328 shares; 2023Q4: 330 shares; 2024Q1: 234 shares 234 $35.9K 0.01% -96 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 103 shares; 2023Q2: not loaded; 2023Q3: 123 shares; 2023Q4: 71 shares; 2024Q1: 71 shares 71 $35.8K 0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 875 shares; 2023Q2: not loaded; 2023Q3: 689 shares; 2023Q4: 471 shares; 2024Q1: 249 shares 249 $35.5K 0.01% -222 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 777 shares; 2023Q2: not loaded; 2023Q3: 725 shares; 2023Q4: 814 shares; 2024Q1: 859 shares 859 $35.3K 0.01% +45 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,000 shares; 2023Q2: not loaded; 2023Q3: 5,000 shares; 2023Q4: 5,000 shares; 2024Q1: 2,500 shares 2,500 $35.1K 0.01% -2,500 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,816 shares; 2023Q2: not loaded; 2023Q3: 2,406 shares; 2023Q4: 1,209 shares; 2024Q1: 1,209 shares 1,209 $34.6K 0.01% 0 Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,900 shares; 2023Q2: not loaded; 2023Q3: 4,700 shares; 2023Q4: 4,500 shares; 2024Q1: 4,500 shares 4,500 $34.6K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,071 shares; 2023Q2: not loaded; 2023Q3: 580 shares; 2023Q4: 548 shares; 2024Q1: 592 shares 592 $34.3K 0.01% +44 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 704 shares; 2023Q2: not loaded; 2023Q3: 704 shares; 2023Q4: 704 shares; 2024Q1: 704 shares 704 $34.3K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,944 shares; 2023Q2: not loaded; 2023Q3: 3,322 shares; 2023Q4: 3,007 shares; 2024Q1: 1,208 shares 1,208 $34.3K 0.01% -1,799 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 198 shares; 2023Q2: not loaded; 2023Q3: 199 shares; 2023Q4: 199 shares; 2024Q1: 200 shares 200 $33.9K 0.01% +1 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 966 shares; 2023Q2: not loaded; 2023Q3: 971 shares; 2023Q4: 1,016 shares; 2024Q1: 630 shares 630 $33.9K 0.01% -386 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,950 shares; 2023Q2: not loaded; 2023Q3: 2,523 shares; 2023Q4: 1,436 shares; 2024Q1: 1,423 shares 1,423 $33.9K 0.01% -13 Timeline PBJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,303 shares; 2023Q2: not loaded; 2023Q3: 2,576 shares; 2023Q4: 1,087 shares; 2024Q1: 695 shares 695 $33.9K 0.01% -392 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,166 shares; 2023Q2: not loaded; 2023Q3: 1,166 shares; 2023Q4: 1,166 shares; 2024Q1: 1,166 shares 1,166 $33.8K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 900 shares; 2023Q2: not loaded; 2023Q3: 595 shares; 2023Q4: 449 shares; 2024Q1: 402 shares 402 $33.8K 0.01% -47 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,000 shares; 2023Q2: not loaded; 2023Q3: 5,000 shares; 2023Q4: 5,000 shares; 2024Q1: 5,000 shares 5,000 $33.8K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 105 shares; 2023Q2: not loaded; 2023Q3: 102 shares; 2023Q4: 84 shares; 2024Q1: 84 shares 84 $33.5K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 66 shares; 2023Q2: not loaded; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares 34 $33.2K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 233 shares; 2023Q4: 269 shares; 2024Q1: 1,335 shares 1,335 $33K 0.01% +1,066 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46 shares; 2023Q2: not loaded; 2023Q3: 1,132 shares; 2023Q4: 1,256 shares; 2024Q1: 125 shares 125 $33K 0.01% -1,131 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 375 shares; 2024Q1: 375 shares 375 $32.7K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 151 shares; 2023Q2: not loaded; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 298 shares 298 $32.7K 0.01% +173 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 494 shares; 2023Q2: not loaded; 2023Q3: 347 shares; 2023Q4: 347 shares; 2024Q1: 397 shares 397 $32.3K 0.01% +50 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 114 shares; 2023Q2: not loaded; 2023Q3: 114 shares; 2023Q4: 141 shares; 2024Q1: 127 shares 127 $32K 0.01% -14 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares 10 $31.5K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12 shares; 2023Q2: not loaded; 2023Q3: 12 shares; 2023Q4: 211 shares; 2024Q1: 211 shares 211 $31.4K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,088 shares; 2023Q2: not loaded; 2023Q3: 1,251 shares; 2023Q4: 1,024 shares; 2024Q1: 1,024 shares 1,024 $30.9K 0.01% 0 Timeline JP MORGAN CHASE & CO JP MORGAN CHASE & CO More: the full row for JP MORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,614 shares; 2023Q2: not loaded; 2023Q3: 1,049 shares; 2023Q4: 1,067 shares; 2024Q1: 1,083 shares 1,083 $30.9K 0.01% +16 GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 53 shares; 2023Q2: not loaded; 2023Q3: 53 shares; 2023Q4: 67 shares; 2024Q1: 109 shares 109 $30.8K 0.01% +42 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 521 shares; 2023Q2: not loaded; 2023Q3: 446 shares; 2023Q4: 446 shares; 2024Q1: 446 shares 446 $30.5K 0.01% 0 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,592 shares 1,592 $30.3K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 554 shares; 2023Q2: not loaded; 2023Q3: 414 shares; 2023Q4: 418 shares; 2024Q1: 269 shares 269 $30.2K 0.01% -149 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 365 shares; 2024Q1: 327 shares 327 $30.2K 0.01% -38 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 182 shares 182 $30K 0.01% +179 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 909 shares; 2023Q2: not loaded; 2023Q3: 833 shares; 2023Q4: 834 shares; 2024Q1: 834 shares 834 $29.9K 0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,207 shares; 2023Q2: not loaded; 2023Q3: 528 shares; 2023Q4: 528 shares; 2024Q1: 528 shares 528 $29.8K 0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 465 shares; 2023Q2: not loaded; 2023Q3: 423 shares; 2023Q4: 423 shares; 2024Q1: 318 shares 318 $29.5K 0.01% -105 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 673 shares; 2023Q4: 673 shares; 2024Q1: 673 shares 673 $29.3K 0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 41 shares; 2023Q2: not loaded; 2023Q3: 40 shares; 2023Q4: 180 shares; 2024Q1: 181 shares 181 $29.3K 0.01% +1 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 300 shares; 2024Q1: 300 shares 300 $28.8K 0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,155 shares; 2023Q2: not loaded; 2023Q3: 614 shares; 2023Q4: 552 shares; 2024Q1: 555 shares 555 $28.5K 0.01% +3 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 342 shares; 2024Q1: 300 shares 300 $28.5K 0.01% -42 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,200 shares; 2023Q2: not loaded; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares 1,200 $28.3K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: not loaded; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 300 shares 300 $28K 0.01% -200 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 759 shares; 2023Q2: not loaded; 2023Q3: 676 shares; 2023Q4: 676 shares; 2024Q1: 676 shares 676 $27.8K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 290 shares; 2023Q2: not loaded; 2023Q3: 290 shares; 2023Q4: 290 shares; 2024Q1: 290 shares 290 $27.7K 0.01% 0 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,128 shares; 2023Q2: not loaded; 2023Q3: 5,128 shares; 2023Q4: 2,127 shares; 2024Q1: 2,127 shares 2,127 $27.6K 0.01% 0 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 133 shares; 2023Q2: not loaded; 2023Q3: 133 shares; 2023Q4: 133 shares; 2024Q1: 986 shares 986 $27.6K 0.01% +853 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,886 shares; 2023Q2: not loaded; 2023Q3: 2,906 shares; 2023Q4: 1,968 shares; 2024Q1: 1,101 shares 1,101 $27.6K 0.01% -867 CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,538 shares; 2023Q2: not loaded; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares 1,000 $27.5K 0.01% 0 Timeline PIEDMONT LITHIUM INC PIEDMONT LITHIUM INC More: the full row for PIEDMONT LITHIUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,801 shares; 2023Q2: not loaded; 2023Q3: 1,977 shares; 2023Q4: 2,214 shares; 2024Q1: 2,053 shares 2,053 $27.3K 0.01% -161 SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 446 shares; 2023Q2: not loaded; 2023Q3: 446 shares; 2023Q4: 446 shares; 2024Q1: 446 shares 446 $27.3K 0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,556 shares; 2023Q2: not loaded; 2023Q3: 1,426 shares; 2023Q4: 1,881 shares; 2024Q1: 2,481 shares 2,481 $27.2K 0.01% +600 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 274 shares; 2023Q2: not loaded; 2023Q3: 172 shares; 2023Q4: 173 shares; 2024Q1: 175 shares 175 $27.1K 0.01% +2 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 745 shares; 2023Q2: not loaded; 2023Q3: 745 shares; 2023Q4: 745 shares; 2024Q1: 700 shares 700 $27K 0.01% -45 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 650 shares; 2023Q2: not loaded; 2023Q3: 650 shares; 2023Q4: 650 shares; 2024Q1: 650 shares 650 $27K 0.01% 0 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 312 shares; 2024Q1: 1,185 shares 1,185 $27K 0.01% +873 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 711 shares; 2023Q2: not loaded; 2023Q3: 660 shares; 2023Q4: 660 shares; 2024Q1: 661 shares 661 $26.8K 0.01% +1 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 1,526 shares; 2023Q4: 1,551 shares; 2024Q1: 1,456 shares 1,456 $26.8K 0.01% -95 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46 shares; 2023Q2: not loaded; 2023Q3: 26 shares; 2023Q4: 1,435 shares; 2024Q1: 484 shares 484 $26.7K 0.01% -951 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 134 shares 134 $26.7K 0.01% new Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 404 shares; 2023Q2: not loaded; 2023Q3: 404 shares; 2023Q4: 404 shares; 2024Q1: 404 shares 404 $26.6K 0.01% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 483 shares; 2023Q2: not loaded; 2023Q3: 490 shares; 2023Q4: 497 shares; 2024Q1: 497 shares 497 $26.5K 0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 647 shares; 2023Q2: not loaded; 2023Q3: 1,030 shares; 2023Q4: 1,030 shares; 2024Q1: 1,030 shares 1,030 $26.5K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 83 shares; 2023Q2: not loaded; 2023Q3: 83 shares; 2023Q4: 83 shares; 2024Q1: 83 shares 83 $26.4K 0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 477 shares; 2023Q2: not loaded; 2023Q3: 483 shares; 2023Q4: 517 shares; 2024Q1: 520 shares 520 $26.3K 0.01% +3 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: not loaded; 2023Q3: 77 shares; 2023Q4: 27 shares; 2024Q1: 274 shares 274 $26.2K 0.01% +247 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 232 shares; 2023Q2: not loaded; 2023Q3: 232 shares; 2023Q4: 232 shares; 2024Q1: 232 shares 232 $26.1K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 384 shares; 2023Q2: not loaded; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 400 shares 400 $26K 0.01% +100 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,542 shares; 2023Q2: not loaded; 2023Q3: 586 shares; 2023Q4: 445 shares; 2024Q1: 445 shares 445 $25.9K 0.01% 0 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 1,264 shares; 2023Q4: 1,264 shares; 2024Q1: 625 shares 625 $25.7K 0.01% -639 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,705 shares; 2023Q2: not loaded; 2023Q3: 1,065 shares; 2023Q4: 1,117 shares; 2024Q1: 1,117 shares 1,117 $25.7K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 437 shares; 2023Q2: not loaded; 2023Q3: 439 shares; 2023Q4: 440 shares; 2024Q1: 695 shares 695 $25.6K 0.01% +255 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 513 shares; 2024Q1: 513 shares 513 $25.6K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,203 shares; 2023Q2: not loaded; 2023Q3: 2,168 shares; 2023Q4: 2,225 shares; 2024Q1: 2,276 shares 2,276 $25.4K 0.01% +51 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 55 shares; 2023Q2: not loaded; 2023Q3: 69 shares; 2023Q4: 48 shares; 2024Q1: 48 shares 48 $25.2K 0.01% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,611 shares; 2023Q2: not loaded; 2023Q3: 650 shares; 2023Q4: 532 shares; 2024Q1: 532 shares 532 $25.2K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 303 shares; 2023Q2: not loaded; 2023Q3: 291 shares; 2023Q4: 247 shares; 2024Q1: 248 shares 248 $25.2K 0.01% +1 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,080 shares; 2023Q2: not loaded; 2023Q3: 1,080 shares; 2023Q4: 1,080 shares; 2024Q1: 1,080 shares 1,080 $25.2K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 651 shares; 2023Q2: not loaded; 2023Q3: 596 shares; 2023Q4: 237 shares; 2024Q1: 237 shares 237 $25.1K 0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,261 shares; 2023Q2: not loaded; 2023Q3: 841 shares; 2023Q4: 672 shares; 2024Q1: 554 shares 554 $25.1K 0.01% -118 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,843 shares; 2023Q2: not loaded; 2023Q3: 805 shares; 2023Q4: 339 shares; 2024Q1: 313 shares 313 $24.8K 0.01% -26 Timeline FUMB 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,148 shares; 2023Q2: not loaded; 2023Q3: 1,161 shares; 2023Q4: 1,227 shares; 2024Q1: 1,237 shares 1,237 $24.8K 0.01% +10 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,276 shares; 2023Q2: not loaded; 2023Q3: 1,276 shares; 2023Q4: 1,276 shares; 2024Q1: 1,276 shares 1,276 $24.6K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 321 shares; 2023Q2: not loaded; 2023Q3: 321 shares; 2023Q4: 242 shares; 2024Q1: 242 shares 242 $24.6K 0.01% 0 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,220 shares; 2023Q2: not loaded; 2023Q3: 1,220 shares; 2023Q4: 1,220 shares; 2024Q1: 1,220 shares 1,220 $24.5K 0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 801 shares; 2023Q2: not loaded; 2023Q3: 346 shares; 2023Q4: 44 shares; 2024Q1: 44 shares 44 $24.5K 0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 169 shares; 2023Q2: not loaded; 2023Q3: 169 shares; 2023Q4: 169 shares; 2024Q1: 168 shares 168 $24.5K 0.01% -1 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 512 shares; 2024Q1: 512 shares 512 $24.4K 0.01% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 4,123 shares 4,123 $24.3K 0.01% +4,088 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 173 shares; 2023Q2: not loaded; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 57 shares 57 $24.3K 0.01% -2 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 31 shares; 2023Q2: not loaded; 2023Q3: 1,608 shares; 2023Q4: 1,608 shares; 2024Q1: 1,608 shares 1,608 $24.2K 0.01% 0 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 561 shares; 2023Q2: not loaded; 2023Q3: 389 shares; 2023Q4: 389 shares; 2024Q1: 389 shares 389 $24K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,589 shares; 2023Q2: not loaded; 2023Q3: 2,872 shares; 2023Q4: 2,727 shares; 2024Q1: 274 shares 274 $23.9K 0.01% -2,453 Timeline DWX 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 875 shares; 2023Q2: not loaded; 2023Q3: 675 shares; 2023Q4: 675 shares; 2024Q1: 675 shares 675 $23.7K 0.01% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,867 shares; 2023Q2: not loaded; 2023Q3: 2,867 shares; 2023Q4: 2,867 shares; 2024Q1: 2,867 shares 2,867 $23.5K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 250 shares; 2023Q2: not loaded; 2023Q3: 251 shares; 2023Q4: 252 shares; 2024Q1: 252 shares 252 $23.5K 0.01% 0 Timeline DALI 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,283 shares; 2023Q2: not loaded; 2023Q3: 3,622 shares; 2023Q4: 3,627 shares; 2024Q1: 972 shares 972 $23.4K 0.01% -2,655 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,042 shares; 2023Q2: not loaded; 2023Q3: 1,658 shares; 2023Q4: 3,898 shares; 2024Q1: 3,950 shares 3,950 $23.4K 0.01% +52 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 8,678 shares; 2023Q4: 802 shares; 2024Q1: 838 shares 838 $23.4K 0.01% +36 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,154 shares; 2023Q2: not loaded; 2023Q3: 654 shares; 2023Q4: 487 shares; 2024Q1: 487 shares 487 $23.4K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,715 shares; 2023Q2: not loaded; 2023Q3: 4,572 shares; 2023Q4: 4,050 shares; 2024Q1: 1,296 shares 1,296 $23.3K 0.01% -2,754 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,025 shares; 2023Q2: not loaded; 2023Q3: 2,323 shares; 2023Q4: 2,347 shares; 2024Q1: 994 shares 994 $23.3K 0.01% -1,353 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 477 shares; 2023Q2: not loaded; 2023Q3: 479 shares; 2023Q4: 479 shares; 2024Q1: 479 shares 479 $23.3K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 180 shares; 2023Q2: not loaded; 2023Q3: 467 shares; 2023Q4: 447 shares; 2024Q1: 597 shares 597 $23.3K 0.01% +150 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 958 shares; 2023Q2: not loaded; 2023Q3: 858 shares; 2023Q4: 758 shares; 2024Q1: 758 shares 758 $23.3K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: not loaded; 2023Q3: 300 shares; 2023Q4: 150 shares; 2024Q1: 150 shares 150 $23.2K 0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 220 shares; 2024Q1: 225 shares 225 $23.2K 0.01% +5 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 488 shares; 2023Q2: not loaded; 2023Q3: 488 shares; 2023Q4: 488 shares; 2024Q1: 488 shares 488 $23.1K 0.01% 0 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,040 shares 3,040 $22.9K 0.01% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 53 shares; 2023Q2: not loaded; 2023Q3: 97 shares; 2023Q4: 76 shares; 2024Q1: 76 shares 76 $22.8K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 164 shares; 2023Q4: 164 shares; 2024Q1: 157 shares 157 $22.7K 0.01% -7 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 524 shares; 2023Q2: not loaded; 2023Q3: 449 shares; 2023Q4: 449 shares; 2024Q1: 449 shares 449 $22.5K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,075 shares; 2023Q2: not loaded; 2023Q3: 975 shares; 2023Q4: 975 shares; 2024Q1: 475 shares 475 $22.4K 0.01% -500 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 312 shares; 2023Q2: not loaded; 2023Q3: 312 shares; 2023Q4: 304 shares; 2024Q1: 307 shares 307 $22.2K 0.01% +3 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 534 shares; 2023Q2: not loaded; 2023Q3: 552 shares; 2023Q4: 384 shares; 2024Q1: 244 shares 244 $21.9K 0.01% -140 Timeline LITHIUM AMERICAS ARGENTINA C LITHIUM AMERICAS ARGENTINA C More: the full row for LITHIUM AMERICAS ARGENTINA C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 50 shares; 2024Q1: 4,040 shares 4,040 $21.8K 0.01% +3,990 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,047 shares 5,047 $21.8K 0.01% new QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 72 shares; 2023Q2: not loaded; 2023Q3: 99 shares; 2023Q4: 119 shares; 2024Q1: 119 shares 119 $21.7K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,122 shares; 2023Q2: not loaded; 2023Q3: 947 shares; 2023Q4: 846 shares; 2024Q1: 409 shares 409 $21.4K 0.01% -437 Timeline TGB TASEKO MINES LTD More: the full row for TASEKO MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,000 shares; 2023Q2: not loaded; 2023Q3: 9,800 shares; 2023Q4: 9,800 shares; 2024Q1: 9,800 shares 9,800 $21.3K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 266 shares; 2023Q4: 241 shares; 2024Q1: 241 shares 241 $21.2K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14 shares 14 $21.2K 0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 185 shares; 2023Q2: not loaded; 2023Q3: 185 shares; 2023Q4: 185 shares; 2024Q1: 115 shares 115 $21.1K 0.01% -70 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: not loaded; 2023Q3: 150 shares; 2023Q4: 125 shares; 2024Q1: 125 shares 125 $21.1K 0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 198 shares; 2023Q4: 188 shares; 2024Q1: 255 shares 255 $20.8K 0.01% +67 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 900 shares; 2023Q2: not loaded; 2023Q3: 900 shares; 2023Q4: 900 shares; 2024Q1: 900 shares 900 $20.7K 0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 71 shares; 2023Q2: not loaded; 2023Q3: 71 shares; 2023Q4: 71 shares; 2024Q1: 71 shares 71 $20.6K 0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 325 shares 325 $20.5K 0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: not loaded; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares 125 $20.4K 0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 39 shares; 2023Q2: not loaded; 2023Q3: 39 shares; 2023Q4: 39 shares; 2024Q1: 39 shares 39 $20.4K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 292 shares; 2023Q2: not loaded; 2023Q3: 332 shares; 2023Q4: 336 shares; 2024Q1: 338 shares 338 $20.3K 0.01% +2 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,841 shares; 2023Q2: not loaded; 2023Q3: 1,841 shares; 2023Q4: 1,841 shares; 2024Q1: 1,841 shares 1,841 $20.3K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 660 shares; 2023Q2: not loaded; 2023Q3: 660 shares; 2023Q4: 510 shares; 2024Q1: 510 shares 510 $20.2K 0.01% 0 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 879 shares; 2023Q2: not loaded; 2023Q3: 917 shares; 2023Q4: 938 shares; 2024Q1: 957 shares 957 $20.1K 0.01% +19 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 654 shares; 2023Q2: not loaded; 2023Q3: 26,804 shares; 2023Q4: 29,973 shares; 2024Q1: 2,109 shares 2,109 $20.1K 0.01% -27,864 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 2,242 shares; 2023Q4: 639 shares; 2024Q1: 375 shares 375 $19.7K 0.01% -264 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 375 shares; 2023Q2: not loaded; 2023Q3: 127 shares; 2023Q4: 127 shares; 2024Q1: 120 shares 120 $19.6K 0.01% -7 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 276 shares; 2023Q2: not loaded; 2023Q3: 260 shares; 2023Q4: 260 shares; 2024Q1: 260 shares 260 $19.4K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,147 shares; 2023Q2: not loaded; 2023Q3: 930 shares; 2023Q4: 625 shares; 2024Q1: 338 shares 338 $19.2K 0.01% -287 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 376 shares; 2023Q2: not loaded; 2023Q3: 378 shares; 2023Q4: 378 shares; 2024Q1: 378 shares 378 $18.9K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 483 shares; 2023Q2: not loaded; 2023Q3: 495 shares; 2023Q4: 502 shares; 2024Q1: 507 shares 507 $18.9K 0.01% +5 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,522 shares; 2023Q2: not loaded; 2023Q3: 1,923 shares; 2023Q4: 1,951 shares; 2024Q1: 2,147 shares 2,147 $18.7K 0.01% +196 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 458 shares; 2024Q1: 458 shares 458 $18.5K 0.01% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 226 shares; 2023Q2: not loaded; 2023Q3: 230 shares; 2023Q4: 232 shares; 2024Q1: 234 shares 234 $18.5K 0.01% +2 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 76 shares; 2023Q2: not loaded; 2023Q3: 76 shares; 2023Q4: 76 shares; 2024Q1: 76 shares 76 $18.5K 0.01% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,420 shares; 2023Q2: not loaded; 2023Q3: 3,466 shares; 2023Q4: 3,581 shares; 2024Q1: 1,214 shares 1,214 $18.3K 0.01% -2,367 Timeline HLF HERBALIFE LTD More: the full row for HERBALIFE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,824 shares 1,824 $18.3K 0.01% new Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 750 shares; 2023Q2: not loaded; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares 750 $18.3K 0.01% 0 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 113 shares; 2023Q2: not loaded; 2023Q3: 113 shares; 2023Q4: 113 shares; 2024Q1: 410 shares 410 $18.3K 0.01% +297 Timeline EVGO EVGO INC More: the full row for EVGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,500 shares; 2023Q2: not loaded; 2023Q3: 7,600 shares; 2023Q4: 7,200 shares; 2024Q1: 7,200 shares 7,200 $18.1K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 159 shares; 2023Q2: not loaded; 2023Q3: 26 shares; 2023Q4: 44 shares; 2024Q1: 52 shares 52 $18.1K 0.01% +8 Timeline ASSETMARK FINL HLDGS INC ASSETMARK FINL HLDGS INC More: the full row for ASSETMARK FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: not loaded; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $17.7K 0.01% 0 ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,361 shares; 2023Q2: not loaded; 2023Q3: 1,361 shares; 2023Q4: 1,361 shares; 2024Q1: 1,361 shares 1,361 $17.6K 0.01% 0 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares 250 $17.5K 0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,962 shares; 2023Q2: not loaded; 2023Q3: 2,157 shares; 2023Q4: 526 shares; 2024Q1: 334 shares 334 $17.5K 0.01% -192 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 416 shares; 2023Q2: not loaded; 2023Q3: 379 shares; 2023Q4: 379 shares; 2024Q1: 353 shares 353 $17.4K 0.01% -26 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,021 shares; 2023Q2: not loaded; 2023Q3: 1,153 shares; 2023Q4: 3,448 shares; 2024Q1: 2,391 shares 2,391 $17.2K 0.01% -1,057 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,200 shares; 2023Q2: not loaded; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares 1,200 $17.2K 0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 574 shares; 2023Q2: not loaded; 2023Q3: 436 shares; 2023Q4: 234 shares; 2024Q1: 235 shares 235 $17K 0.01% +1 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $17K 0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 112 shares; 2023Q2: not loaded; 2023Q3: 112 shares; 2023Q4: 100 shares; 2024Q1: 260 shares 260 $16.9K 0.01% +160 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 567 shares; 2023Q2: not loaded; 2023Q3: 567 shares; 2023Q4: 567 shares; 2024Q1: 567 shares 567 $16.9K 0.01% 0 Timeline TMFM RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 624 shares; 2023Q2: not loaded; 2023Q3: 624 shares; 2023Q4: 624 shares; 2024Q1: 624 shares 624 $16.9K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: not loaded; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares 50 $16.8K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 642 shares; 2023Q2: not loaded; 2023Q3: 193 shares; 2023Q4: 164 shares; 2024Q1: 164 shares 164 $16.8K <0.01% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 287 shares; 2023Q2: not loaded; 2023Q3: 287 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $16.7K <0.01% 0 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 665 shares; 2023Q4: 665 shares; 2024Q1: 665 shares 665 $16.5K <0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 835 shares; 2023Q2: not loaded; 2023Q3: 835 shares; 2023Q4: 835 shares; 2024Q1: 835 shares 835 $16.4K <0.01% 0 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 341 shares; 2023Q4: 341 shares; 2024Q1: 341 shares 341 $16.4K <0.01% 0 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: not loaded; 2023Q3: 1,500 shares; 2023Q4: 700 shares; 2024Q1: 700 shares 700 $16.3K <0.01% 0 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,070 shares; 2023Q2: not loaded; 2023Q3: 1,122 shares; 2023Q4: 1,122 shares; 2024Q1: 1,180 shares 1,180 $16.1K <0.01% +58 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 446 shares; 2023Q2: not loaded; 2023Q3: 446 shares; 2023Q4: 446 shares; 2024Q1: 446 shares 446 $16K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 304 shares; 2023Q2: not loaded; 2023Q3: 136 shares; 2023Q4: 136 shares; 2024Q1: 136 shares 136 $16K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 76 shares; 2023Q2: not loaded; 2023Q3: 76 shares; 2023Q4: 76 shares; 2024Q1: 76 shares 76 $15.8K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,169 shares; 2023Q2: not loaded; 2023Q3: 2,817 shares; 2023Q4: 1,975 shares; 2024Q1: 4,575 shares 4,575 $15.7K <0.01% +2,600 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 290 shares 290 $15.5K <0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1 shares; 2023Q2: not loaded; 2023Q3: 56 shares; 2023Q4: 56 shares; 2024Q1: 56 shares 56 $15.4K <0.01% 0 Timeline SPVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 265 shares; 2023Q2: not loaded; 2023Q3: 267 shares; 2023Q4: 269 shares; 2024Q1: 270 shares 270 $15.3K <0.01% +1 Timeline WHF WHITEHORSE FIN INC More: the full row for WHITEHORSE FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,229 shares 1,229 $15.3K <0.01% new Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 226 shares; 2023Q4: 226 shares; 2024Q1: 226 shares 226 $15K <0.01% 0 Timeline WESTROCK CO WESTROCK CO More: the full row for WESTROCK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 292 shares; 2023Q2: not loaded; 2023Q3: 297 shares; 2023Q4: 300 shares; 2024Q1: 302 shares 302 $14.9K <0.01% +2 MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 167 shares; 2023Q2: not loaded; 2023Q3: 167 shares; 2023Q4: 167 shares; 2024Q1: 167 shares 167 $14.9K <0.01% 0 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 196 shares; 2023Q2: not loaded; 2023Q3: 129 shares; 2023Q4: 129 shares; 2024Q1: 129 shares 129 $14.8K <0.01% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 184 shares; 2023Q2: not loaded; 2023Q3: 185 shares; 2023Q4: 187 shares; 2024Q1: 188 shares 188 $14.8K <0.01% +1 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $14.8K <0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 30 shares; 2023Q2: not loaded; 2023Q3: 30 shares; 2023Q4: 50 shares; 2024Q1: 50 shares 50 $14.7K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 194 shares; 2023Q2: not loaded; 2023Q3: 194 shares; 2023Q4: 194 shares; 2024Q1: 194 shares 194 $14.7K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 80 shares; 2023Q2: not loaded; 2023Q3: 80 shares; 2023Q4: 42 shares; 2024Q1: 42 shares 42 $14.6K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 55 shares; 2023Q2: not loaded; 2023Q3: 35 shares; 2023Q4: 60 shares; 2024Q1: 90 shares 90 $14.5K <0.01% +30 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 374 shares; 2023Q2: not loaded; 2023Q3: 403 shares; 2023Q4: 480 shares; 2024Q1: 158 shares 158 $14.5K <0.01% -322 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 282 shares; 2023Q2: not loaded; 2023Q3: 282 shares; 2023Q4: 282 shares; 2024Q1: 282 shares 282 $14.4K <0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 105 shares; 2023Q2: not loaded; 2023Q3: 105 shares; 2023Q4: 105 shares; 2024Q1: 105 shares 105 $14.4K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,300 shares; 2023Q2: not loaded; 2023Q3: 1,300 shares; 2023Q4: 1,300 shares; 2024Q1: 1,300 shares 1,300 $14.3K <0.01% 0 Timeline INARI MED INC INARI MED INC More: the full row for INARI MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 298 shares 298 $14.3K <0.01% new HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 223 shares 223 $14.3K <0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 766 shares; 2023Q2: not loaded; 2023Q3: 469 shares; 2023Q4: 469 shares; 2024Q1: 233 shares 233 $14.2K <0.01% -236 Timeline FCG 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 96 shares; 2023Q2: not loaded; 2023Q3: 515 shares; 2023Q4: 515 shares; 2024Q1: 515 shares 515 $14.1K <0.01% 0 Timeline SMHI SEACOR MARINE HLDGS INC More: the full row for SEACOR MARINE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,005 shares; 2023Q2: not loaded; 2023Q3: 1,005 shares; 2023Q4: 1,005 shares; 2024Q1: 1,005 shares 1,005 $14K <0.01% 0 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 801 shares; 2023Q2: not loaded; 2023Q3: 819 shares; 2023Q4: 829 shares; 2024Q1: 859 shares 859 $13.9K <0.01% +30 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20 shares; 2023Q2: not loaded; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares 20 $13.7K <0.01% 0 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,311 shares; 2023Q2: not loaded; 2023Q3: 1,310 shares; 2023Q4: 146 shares; 2024Q1: 357 shares 357 $13.7K <0.01% +211 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 173 shares; 2024Q1: 173 shares 173 $13.7K <0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 124 shares; 2023Q2: not loaded; 2023Q3: 420 shares; 2023Q4: 420 shares; 2024Q1: 541 shares 541 $13.7K <0.01% +121 Timeline FIXD 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,567 shares; 2023Q2: not loaded; 2023Q3: 621 shares; 2023Q4: 625 shares; 2024Q1: 312 shares 312 $13.6K <0.01% -313 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 903 shares; 2023Q2: not loaded; 2023Q3: 921 shares; 2023Q4: 12,151 shares; 2024Q1: 469 shares 469 $13.6K <0.01% -11,682 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 131 shares; 2023Q2: not loaded; 2023Q3: 131 shares; 2023Q4: 131 shares; 2024Q1: 198 shares 198 $13.5K <0.01% +67 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 45 shares; 2023Q2: not loaded; 2023Q3: 45 shares; 2023Q4: 45 shares; 2024Q1: 45 shares 45 $13.3K <0.01% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 298 shares; 2023Q2: not loaded; 2023Q3: 307 shares; 2023Q4: 307 shares; 2024Q1: 307 shares 307 $13.3K <0.01% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 70 shares; 2023Q2: not loaded; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares 70 $13.3K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 49 shares; 2023Q2: not loaded; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares 49 $13.3K <0.01% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 227 shares; 2023Q2: not loaded; 2023Q3: 229 shares; 2023Q4: 233 shares; 2024Q1: 233 shares 233 $13.2K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 434 shares; 2023Q2: not loaded; 2023Q3: 196 shares; 2023Q4: 196 shares; 2024Q1: 196 shares 196 $13.1K <0.01% 0 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,410 shares; 2023Q2: not loaded; 2023Q3: 599 shares; 2023Q4: 599 shares; 2024Q1: 599 shares 599 $13K <0.01% 0 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: not loaded; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $12.9K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 149 shares; 2023Q2: not loaded; 2023Q3: 149 shares; 2023Q4: 149 shares; 2024Q1: 149 shares 149 $12.8K <0.01% 0 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,183 shares; 2023Q2: not loaded; 2023Q3: 1,183 shares; 2023Q4: 1,183 shares; 2024Q1: 1,183 shares 1,183 $12.8K <0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 221 shares; 2023Q4: 221 shares; 2024Q1: 221 shares 221 $12.7K <0.01% 0 Timeline PSR INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 144 shares; 2023Q2: not loaded; 2023Q3: 144 shares; 2023Q4: 144 shares; 2024Q1: 144 shares 144 $12.7K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 245 shares; 2023Q2: not loaded; 2023Q3: 245 shares; 2023Q4: 245 shares; 2024Q1: 245 shares 245 $12.7K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 285 shares; 2023Q2: not loaded; 2023Q3: 302 shares; 2023Q4: 334 shares; 2024Q1: 364 shares 364 $12.7K <0.01% +30 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: not loaded; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares 50 $12.7K <0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 115 shares 115 $12.5K <0.01% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 176 shares; 2023Q2: not loaded; 2023Q3: 176 shares; 2023Q4: 77 shares; 2024Q1: 43 shares 43 $12.4K <0.01% -34 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 175 shares; 2023Q2: not loaded; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 175 shares 175 $12.4K <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 209 shares; 2023Q2: not loaded; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares 49 $12.4K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,591 shares; 2023Q2: not loaded; 2023Q3: 1,693 shares; 2023Q4: 1,746 shares; 2024Q1: 1,793 shares 1,793 $12.4K <0.01% +47 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 305 shares; 2023Q4: 305 shares; 2024Q1: 305 shares 305 $12.3K <0.01% 0 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 508 shares; 2023Q2: not loaded; 2023Q3: 508 shares; 2023Q4: 508 shares; 2024Q1: 508 shares 508 $12.2K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 10 shares; 2023Q4: 22 shares; 2024Q1: 22 shares 22 $12.2K <0.01% 0 Timeline SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,159 shares; 2023Q2: not loaded; 2023Q3: 3,172 shares; 2023Q4: 3,178 shares; 2024Q1: 3,119 shares 3,119 $12.1K <0.01% -59 RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,773 shares; 2023Q2: not loaded; 2023Q3: 340 shares; 2023Q4: 340 shares; 2024Q1: 340 shares 340 $12K <0.01% 0 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 186 shares; 2023Q2: not loaded; 2023Q3: 186 shares; 2023Q4: 186 shares; 2024Q1: 186 shares 186 $11.9K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $11.9K <0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 219 shares; 2023Q2: not loaded; 2023Q3: 219 shares; 2023Q4: 219 shares; 2024Q1: 219 shares 219 $11.9K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 41 shares; 2023Q4: 98 shares; 2024Q1: 98 shares 98 $11.8K <0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 214 shares; 2023Q2: not loaded; 2023Q3: 218 shares; 2023Q4: 151 shares; 2024Q1: 151 shares 151 $11.7K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 247 shares; 2023Q2: not loaded; 2023Q3: 248 shares; 2023Q4: 248 shares; 2024Q1: 249 shares 249 $11.7K <0.01% +1 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $11.7K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 684 shares; 2023Q2: not loaded; 2023Q3: 245 shares; 2023Q4: 175 shares; 2024Q1: 175 shares 175 $11.7K <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 37 shares; 2023Q2: not loaded; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 12 shares 12 $11.6K <0.01% +4 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 2,438 shares; 2024Q1: 2,413 shares 2,413 $11.5K <0.01% -25 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 144 shares; 2023Q2: not loaded; 2023Q3: 203 shares; 2023Q4: 131 shares; 2024Q1: 113 shares 113 $11.4K <0.01% -18 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 415 shares; 2023Q2: not loaded; 2023Q3: 415 shares; 2023Q4: 415 shares; 2024Q1: 415 shares 415 $11.4K <0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 400 shares; 2023Q4: 403 shares; 2024Q1: 406 shares 406 $11.3K <0.01% +3 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $11.3K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 841 shares; 2023Q2: not loaded; 2023Q3: 841 shares; 2023Q4: 414 shares; 2024Q1: 64 shares 64 $11.1K <0.01% -350 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 803 shares; 2023Q2: not loaded; 2023Q3: 655 shares; 2023Q4: 580 shares; 2024Q1: 582 shares 582 $11K <0.01% +2 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 225 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 255 shares; 2024Q1: 255 shares 255 $10.9K <0.01% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 335 shares; 2023Q4: 89 shares; 2024Q1: 89 shares 89 $10.8K <0.01% 0 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 320 shares; 2023Q4: 268 shares; 2024Q1: 268 shares 268 $10.8K <0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $10.7K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: not loaded; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 173 shares 173 $10.7K <0.01% +123 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 545 shares 545 $10.7K <0.01% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 222 shares; 2023Q2: not loaded; 2023Q3: 223 shares; 2023Q4: 224 shares; 2024Q1: 224 shares 224 $10.7K <0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: not loaded; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 101 shares 101 $10.6K <0.01% +1 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 169 shares; 2023Q2: not loaded; 2023Q3: 137 shares; 2023Q4: 107 shares; 2024Q1: 107 shares 107 $10.6K <0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 725 shares; 2023Q2: not loaded; 2023Q3: 148 shares; 2023Q4: 148 shares; 2024Q1: 151 shares 151 $10.5K <0.01% +3 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 226 shares; 2023Q2: not loaded; 2023Q3: 121 shares; 2023Q4: 172 shares; 2024Q1: 192 shares 192 $10.5K <0.01% +20 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 822 shares; 2023Q2: not loaded; 2023Q3: 839 shares; 2023Q4: 854 shares; 2024Q1: 861 shares 861 $10.5K <0.01% +7 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 78 shares; 2023Q2: not loaded; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares 70 $10.4K <0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 511 shares; 2023Q2: not loaded; 2023Q3: 511 shares; 2023Q4: 511 shares; 2024Q1: 511 shares 511 $10.4K <0.01% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 182 shares; 2023Q2: not loaded; 2023Q3: 185 shares; 2023Q4: 187 shares; 2024Q1: 189 shares 189 $10.3K <0.01% +2 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 142 shares; 2023Q2: not loaded; 2023Q3: 141 shares; 2023Q4: 141 shares; 2024Q1: 141 shares 141 $10.3K <0.01% 0 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 511 shares; 2023Q2: not loaded; 2023Q3: 511 shares; 2023Q4: 221 shares; 2024Q1: 503 shares 503 $10.3K <0.01% +282 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 190 shares; 2023Q2: not loaded; 2023Q3: 190 shares; 2023Q4: 190 shares; 2024Q1: 190 shares 190 $10.2K <0.01% 0 Timeline CAPR CAPRICOR THERAPEUTICS INC More: the full row for CAPRICOR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 700 shares; 2023Q2: not loaded; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares 1,500 $10.2K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 207 shares; 2023Q2: not loaded; 2023Q3: 131 shares; 2023Q4: 63 shares; 2024Q1: 63 shares 63 $10K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 5,472 shares; 2023Q4: 189 shares; 2024Q1: 196 shares 196 $9.95K <0.01% +7 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 286 shares; 2024Q1: 286 shares 286 $9.91K <0.01% 0 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 145 shares; 2023Q2: not loaded; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 145 shares 145 $9.83K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 355 shares; 2023Q2: not loaded; 2023Q3: 355 shares; 2023Q4: 355 shares; 2024Q1: 355 shares 355 $9.82K <0.01% 0 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 210 shares; 2023Q4: 210 shares; 2024Q1: 210 shares 210 $9.74K <0.01% 0 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 98 shares 98 $9.72K <0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 252 shares; 2023Q2: not loaded; 2023Q3: 256 shares; 2023Q4: 259 shares; 2024Q1: 261 shares 261 $9.64K <0.01% +2 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 848 shares; 2023Q2: not loaded; 2023Q3: 603 shares; 2023Q4: 225 shares; 2024Q1: 125 shares 125 $9.62K <0.01% -100 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,127 shares; 2023Q2: not loaded; 2023Q3: 811 shares; 2023Q4: 166 shares; 2024Q1: 167 shares 167 $9.55K <0.01% +1 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: not loaded; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares 125 $9.5K <0.01% 0 Timeline AVO MISSION PRODUCE INC More: the full row for MISSION PRODUCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 800 shares; 2023Q2: not loaded; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares 800 $9.5K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 293 shares; 2023Q2: not loaded; 2023Q3: 190 shares; 2023Q4: 191 shares; 2024Q1: 191 shares 191 $9.38K <0.01% 0 Timeline BLACKROCK MUNICIPAL INCOME … BLACKROCK MUNICIPAL INCOME FUN More: the full row for BLACKROCK MUNICIPAL INCOME FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 775 shares; 2023Q2: not loaded; 2023Q3: 775 shares; 2023Q4: 775 shares; 2024Q1: 775 shares 775 $9.35K <0.01% 0 NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 733 shares; 2023Q2: not loaded; 2023Q3: 733 shares; 2023Q4: 733 shares; 2024Q1: 733 shares 733 $9.29K <0.01% 0 Timeline XENE XENON PHARMACEUTICALS INC More: the full row for XENON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 283 shares; 2023Q2: not loaded; 2023Q3: 283 shares; 2023Q4: 215 shares; 2024Q1: 215 shares 215 $9.26K <0.01% 0 Timeline GDO WSTRN AST GLBL CORP OPP FD I More: the full row for WSTRN AST GLBL CORP OPP FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 740 shares; 2023Q2: not loaded; 2023Q3: 740 shares; 2023Q4: 740 shares; 2024Q1: 740 shares 740 $9.23K <0.01% 0 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 660 shares; 2023Q2: not loaded; 2023Q3: 660 shares; 2023Q4: 660 shares; 2024Q1: 660 shares 660 $9.22K <0.01% 0 Timeline QFIN QFIN HOLDINGS INC More: the full row for QFIN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: not loaded; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $9.21K <0.01% 0 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 396 shares; 2023Q2: not loaded; 2023Q3: 396 shares; 2023Q4: 396 shares; 2024Q1: 396 shares 396 $9.1K <0.01% 0 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 101 shares; 2023Q2: not loaded; 2023Q3: 101 shares; 2023Q4: 101 shares; 2024Q1: 101 shares 101 $9.09K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 275 shares; 2023Q2: not loaded; 2023Q3: 275 shares; 2023Q4: 275 shares; 2024Q1: 275 shares 275 $9.05K <0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 417 shares; 2023Q2: not loaded; 2023Q3: 274 shares; 2023Q4: 274 shares; 2024Q1: 274 shares 274 $9.04K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 138 shares; 2023Q2: not loaded; 2023Q3: 138 shares; 2023Q4: 138 shares; 2024Q1: 188 shares 188 $9K <0.01% +50 Timeline QTEC 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 90 shares; 2023Q2: not loaded; 2023Q3: 411 shares; 2023Q4: not reported; 2024Q1: 47 shares 47 $8.96K <0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $8.87K <0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: not loaded; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares 35 $8.85K <0.01% 0 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: not loaded; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $8.85K <0.01% 0 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: not loaded; 2023Q3: 150 shares; 2023Q4: 325 shares; 2024Q1: 325 shares 325 $8.8K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 52 shares; 2023Q2: not loaded; 2023Q3: 52 shares; 2023Q4: 47 shares; 2024Q1: 47 shares 47 $8.69K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 93 shares; 2023Q2: not loaded; 2023Q3: 93 shares; 2023Q4: 93 shares; 2024Q1: 93 shares 93 $8.65K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 216 shares; 2023Q2: not loaded; 2023Q3: 216 shares; 2023Q4: 216 shares; 2024Q1: 216 shares 216 $8.6K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 224 shares; 2023Q2: not loaded; 2023Q3: 96 shares; 2023Q4: 98 shares; 2024Q1: 94 shares 94 $8.58K <0.01% -4 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: not loaded; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares 400 $8.58K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,925 shares; 2023Q2: not loaded; 2023Q3: 207 shares; 2023Q4: 144 shares; 2024Q1: 144 shares 144 $8.57K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $8.55K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 454 shares 454 $8.53K <0.01% new Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,196 shares; 2023Q2: not loaded; 2023Q3: 1,718 shares; 2023Q4: 425 shares; 2024Q1: 425 shares 425 $8.46K <0.01% 0 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 119 shares; 2023Q2: not loaded; 2023Q3: 119 shares; 2023Q4: 119 shares; 2024Q1: 119 shares 119 $8.44K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 103 shares; 2023Q2: not loaded; 2023Q3: 3 shares; 2023Q4: 68 shares; 2024Q1: 110 shares 110 $8.43K <0.01% +42 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 375 shares; 2024Q1: 375 shares 375 $8.38K <0.01% 0 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 211 shares; 2023Q2: not loaded; 2023Q3: 211 shares; 2023Q4: 211 shares; 2024Q1: 211 shares 211 $8.38K <0.01% 0 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: not loaded; 2023Q3: 35 shares; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $8.32K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 250 shares; 2023Q2: not loaded; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares 600 $8.3K <0.01% 0 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 301 shares; 2023Q2: not loaded; 2023Q3: 301 shares; 2023Q4: 301 shares; 2024Q1: 301 shares 301 $8.13K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 185 shares; 2023Q2: not loaded; 2023Q3: 185 shares; 2023Q4: 185 shares; 2024Q1: 185 shares 185 $8.09K <0.01% 0 Timeline BIRK BIRKENSTOCK HOLDING PLC More: the full row for BIRKENSTOCK HOLDING PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 170 shares; 2024Q1: 170 shares 170 $8.03K <0.01% 0 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 550 shares; 2023Q2: not loaded; 2023Q3: 550 shares; 2023Q4: 550 shares; 2024Q1: 550 shares 550 $7.94K <0.01% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 57 shares; 2023Q2: not loaded; 2023Q3: 154 shares; 2023Q4: 157 shares; 2024Q1: 174 shares 174 $7.93K <0.01% +17 Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 130 shares; 2023Q2: not loaded; 2023Q3: 130 shares; 2023Q4: 130 shares; 2024Q1: 130 shares 130 $7.84K <0.01% 0 Timeline SLND SOUTHLAND HLDGS INC More: the full row for SOUTHLAND HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 500 shares; 2024Q1: 1,500 shares 1,500 $7.72K <0.01% +1,000 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 591 shares; 2023Q2: not loaded; 2023Q3: 230 shares; 2023Q4: 45 shares; 2024Q1: 45 shares 45 $7.67K <0.01% 0 Timeline LUCID GROUP INC LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,067 shares; 2023Q2: not loaded; 2023Q3: 2,749 shares; 2023Q4: 2,749 shares; 2024Q1: 2,685 shares 2,685 $7.65K <0.01% -64 CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 330 shares; 2023Q2: not loaded; 2023Q3: 330 shares; 2023Q4: 330 shares; 2024Q1: 330 shares 330 $7.62K <0.01% 0 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares 80 $7.62K <0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 175 shares; 2023Q2: not loaded; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 175 shares 175 $7.52K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 135 shares; 2023Q2: not loaded; 2023Q3: 137 shares; 2023Q4: 139 shares; 2024Q1: 140 shares 140 $7.46K <0.01% +1 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 498 shares; 2023Q2: not loaded; 2023Q3: 416 shares; 2023Q4: 349 shares; 2024Q1: 332 shares 332 $7.45K <0.01% -17 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares 300 $7.29K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 495 shares; 2023Q2: not loaded; 2023Q3: 395 shares; 2023Q4: 84 shares; 2024Q1: 126 shares 126 $7.29K <0.01% +42 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 69 shares; 2023Q2: not loaded; 2023Q3: 52 shares; 2023Q4: 43 shares; 2024Q1: 62 shares 62 $7.25K <0.01% +19 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 2,072 shares; 2023Q4: 349 shares; 2024Q1: 356 shares 356 $7.23K <0.01% +7 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 6,000 shares; 2023Q4: 6,000 shares; 2024Q1: 6,000 shares 6,000 $7.2K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 30 shares; 2023Q2: not loaded; 2023Q3: 70 shares; 2023Q4: 76 shares; 2024Q1: 82 shares 82 $7.17K <0.01% +6 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 534 shares; 2023Q2: not loaded; 2023Q3: 544 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $7.17K <0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 400 shares; 2023Q2: not loaded; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 255 shares 255 $7.15K <0.01% -145 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 153 shares; 2023Q2: not loaded; 2023Q3: 48 shares; 2023Q4: 48 shares; 2024Q1: 43 shares 43 $7.09K <0.01% -5 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 51 shares; 2024Q1: 18 shares 18 $7.09K <0.01% -33 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 314 shares; 2023Q2: not loaded; 2023Q3: 337 shares; 2023Q4: 314 shares; 2024Q1: 314 shares 314 $6.98K <0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 44 shares; 2023Q2: not loaded; 2023Q3: 44 shares; 2023Q4: 44 shares; 2024Q1: 45 shares 45 $6.96K <0.01% +1 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 259 shares; 2023Q2: not loaded; 2023Q3: 259 shares; 2023Q4: 58 shares; 2024Q1: 82 shares 82 $6.83K <0.01% +24 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 115 shares; 2023Q2: not loaded; 2023Q3: 115 shares; 2023Q4: 75 shares; 2024Q1: 75 shares 75 $6.82K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 756 shares; 2023Q4: 493 shares; 2024Q1: 312 shares 312 $6.71K <0.01% -181 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5 shares; 2023Q2: not loaded; 2023Q3: 11 shares; 2023Q4: 8 shares; 2024Q1: 8 shares 8 $6.67K <0.01% 0 MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 112 shares; 2023Q2: not loaded; 2023Q3: 112 shares; 2023Q4: 112 shares; 2024Q1: 112 shares 112 $6.64K <0.01% 0 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 156 shares; 2023Q2: not loaded; 2023Q3: 83 shares; 2023Q4: 83 shares; 2024Q1: 83 shares 83 $6.64K <0.01% 0 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $6.6K <0.01% 0 Timeline FDM 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 228 shares; 2023Q2: not loaded; 2023Q3: 270 shares; 2023Q4: 270 shares; 2024Q1: 105 shares 105 $6.59K <0.01% -165 Timeline AUGMEDIX INC AUGMEDIX INC More: the full row for AUGMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 1,600 shares; 2023Q4: 1,600 shares; 2024Q1: 1,600 shares 1,600 $6.54K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: not loaded; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $6.54K <0.01% 0 Timeline IMCR IMMUNOCORE HLDGS PLC More: the full row for IMMUNOCORE HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: not loaded; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $6.5K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 102 shares; 2023Q2: not loaded; 2023Q3: 103 shares; 2023Q4: 104 shares; 2024Q1: 105 shares 105 $6.45K <0.01% +1 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 44 shares; 2023Q2: not loaded; 2023Q3: 62 shares; 2023Q4: 66 shares; 2024Q1: 296 shares 296 $6.44K <0.01% +230 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,625 shares; 2023Q2: not loaded; 2023Q3: 508 shares; 2023Q4: 185 shares; 2024Q1: 140 shares 140 $6.42K <0.01% -45 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 222 shares; 2023Q2: not loaded; 2023Q3: 222 shares; 2023Q4: 222 shares; 2024Q1: 222 shares 222 $6.39K <0.01% 0 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 67 shares; 2023Q2: not loaded; 2023Q3: 67 shares; 2023Q4: 67 shares; 2024Q1: 67 shares 67 $6.36K <0.01% 0 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 625 shares; 2023Q2: not loaded; 2023Q3: 625 shares; 2023Q4: 625 shares; 2024Q1: 625 shares 625 $6.35K <0.01% 0 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 250 shares 250 $6.34K <0.01% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 117 shares; 2023Q2: not loaded; 2023Q3: 77 shares; 2023Q4: 77 shares; 2024Q1: 77 shares 77 $6.28K <0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 205 shares; 2023Q2: not loaded; 2023Q3: 205 shares; 2023Q4: 205 shares; 2024Q1: 205 shares 205 $6.25K <0.01% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 785 shares; 2023Q2: not loaded; 2023Q3: 983 shares; 2023Q4: 835 shares; 2024Q1: 158 shares 158 $6.15K <0.01% -677 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 245 shares; 2024Q1: 245 shares 245 $6.15K <0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 551 shares; 2023Q2: not loaded; 2023Q3: 551 shares; 2023Q4: 551 shares; 2024Q1: 551 shares 551 $6.1K <0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 97 shares; 2023Q2: not loaded; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 53 shares 53 $6.09K <0.01% +28 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 300 shares 300 $6.04K <0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26 shares; 2023Q2: not loaded; 2023Q3: 28 shares; 2023Q4: 28 shares; 2024Q1: 28 shares 28 $6.04K <0.01% 0 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: not loaded; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $6.03K <0.01% 0 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 667 shares; 2023Q2: not loaded; 2023Q3: 667 shares; 2023Q4: 667 shares; 2024Q1: 667 shares 667 $6.02K <0.01% 0 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 55 shares; 2023Q2: not loaded; 2023Q3: 55 shares; 2023Q4: 55 shares; 2024Q1: 55 shares 55 $5.92K <0.01% 0 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 250 shares 250 $5.87K <0.01% new Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 285 shares; 2024Q1: 296 shares 296 $5.86K <0.01% +11 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 55 shares; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 34 shares; 2024Q1: 34 shares 34 $5.84K <0.01% 0 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 177 shares 177 $5.84K <0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 776 shares; 2023Q2: not loaded; 2023Q3: 674 shares; 2023Q4: 675 shares; 2024Q1: 675 shares 675 $5.74K <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 132 shares; 2023Q2: not loaded; 2023Q3: 96 shares; 2023Q4: 23 shares; 2024Q1: 23 shares 23 $5.73K <0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 1,550 shares; 2023Q4: 989 shares; 2024Q1: 900 shares 900 $5.65K <0.01% -89 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 460 shares; 2023Q2: not loaded; 2023Q3: 465 shares; 2023Q4: 470 shares; 2024Q1: 470 shares 470 $5.49K <0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 28 shares; 2023Q4: 28 shares; 2024Q1: 28 shares 28 $5.46K <0.01% 0 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $5.39K <0.01% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 768 shares; 2023Q2: not loaded; 2023Q3: 336 shares; 2023Q4: 336 shares; 2024Q1: 336 shares 336 $5.35K <0.01% 0 Timeline SID COMPANHIA SIDERURGICA NACION More: the full row for COMPANHIA SIDERURGICA NACION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,435 shares; 2023Q2: not loaded; 2023Q3: 1,611 shares; 2023Q4: 1,676 shares; 2024Q1: 1,676 shares 1,676 $5.25K <0.01% 0 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 89 shares; 2023Q2: not loaded; 2023Q3: 89 shares; 2023Q4: 89 shares; 2024Q1: 89 shares 89 $5.23K <0.01% 0 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 119 shares; 2023Q2: not loaded; 2023Q3: 119 shares; 2023Q4: 119 shares; 2024Q1: 119 shares 119 $5.12K <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 119 shares; 2023Q2: not loaded; 2023Q3: 121 shares; 2023Q4: 60 shares; 2024Q1: 57 shares 57 $5.11K <0.01% -3 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 260 shares; 2023Q2: not loaded; 2023Q3: 260 shares; 2023Q4: 260 shares; 2024Q1: 260 shares 260 $5.08K <0.01% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 135 shares; 2023Q2: not loaded; 2023Q3: 135 shares; 2023Q4: 135 shares; 2024Q1: 135 shares 135 $5.03K <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 34 shares; 2023Q2: not loaded; 2023Q3: 34 shares; 2023Q4: 17 shares; 2024Q1: 12 shares 12 $5.02K <0.01% -5 Timeline PSCH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 104 shares; 2023Q2: not loaded; 2023Q3: 114 shares; 2023Q4: 114 shares; 2024Q1: 114 shares 114 $4.99K <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,104 shares; 2023Q2: not loaded; 2023Q3: 76 shares; 2023Q4: 76 shares; 2024Q1: 76 shares 76 $4.97K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 51 shares; 2023Q2: not loaded; 2023Q3: 51 shares; 2023Q4: 51 shares; 2024Q1: 31 shares 31 $4.95K <0.01% -20 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,386 shares; 2023Q2: not loaded; 2023Q3: 3,174 shares; 2023Q4: 3,174 shares; 2024Q1: 3,174 shares 3,174 $4.95K <0.01% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 82 shares; 2023Q2: not loaded; 2023Q3: 88 shares; 2023Q4: 88 shares; 2024Q1: 173 shares 173 $4.92K <0.01% +85 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 198 shares 198 $4.87K <0.01% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 218 shares; 2023Q2: not loaded; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 72 shares 72 $4.85K <0.01% 0 Timeline WLKP WESTLAKE CHEM PARTNERS LP More: the full row for WESTLAKE CHEM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 208 shares; 2023Q4: 213 shares; 2024Q1: 217 shares 217 $4.83K <0.01% +4 Timeline NUVEEN PREFERRED & INCO… NUVEEN PREFERRED & INCOME More: the full row for NUVEEN PREFERRED & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 250 shares; 2024Q1: 250 shares 250 $4.81K <0.01% 0 RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 590 shares; 2023Q2: not loaded; 2023Q3: 590 shares; 2023Q4: 590 shares; 2024Q1: 590 shares 590 $4.77K <0.01% 0 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 71 shares; 2023Q2: not loaded; 2023Q3: 71 shares; 2023Q4: 71 shares; 2024Q1: 71 shares 71 $4.73K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 277 shares 277 $4.64K <0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 222 shares; 2023Q2: not loaded; 2023Q3: 158 shares; 2023Q4: 152 shares; 2024Q1: 123 shares 123 $4.64K <0.01% -29 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 70 shares; 2023Q2: not loaded; 2023Q3: 70 shares; 2023Q4: 71 shares; 2024Q1: 71 shares 71 $4.63K <0.01% 0 Timeline DSWL DESWELL INDS INC More: the full row for DESWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,038 shares; 2023Q2: not loaded; 2023Q3: 2,038 shares; 2023Q4: 2,038 shares; 2024Q1: 2,038 shares 2,038 $4.55K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 888 shares; 2023Q2: not loaded; 2023Q3: 610 shares; 2023Q4: 534 shares; 2024Q1: 378 shares 378 $4.52K <0.01% -156 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 55 shares; 2023Q2: not loaded; 2023Q3: 241 shares; 2023Q4: 244 shares; 2024Q1: 246 shares 246 $4.52K <0.01% +2 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares 250 $4.45K <0.01% 0 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 25 shares; 2023Q2: not loaded; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares 25 $4.42K <0.01% 0 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 336 shares; 2023Q2: not loaded; 2023Q3: 327 shares; 2023Q4: 327 shares; 2024Q1: 64 shares 64 $4.39K <0.01% -263 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 14 shares 14 $4.36K <0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 57 shares; 2023Q4: 57 shares; 2024Q1: 57 shares 57 $4.33K <0.01% 0 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $4.32K <0.01% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 64 shares; 2023Q2: not loaded; 2023Q3: 64 shares; 2023Q4: 64 shares; 2024Q1: 64 shares 64 $4.3K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 228 shares; 2023Q2: not loaded; 2023Q3: 228 shares; 2023Q4: 228 shares; 2024Q1: 128 shares 128 $4.29K <0.01% -100 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 70 shares; 2023Q2: not loaded; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares 70 $4.28K <0.01% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 168 shares; 2023Q2: not loaded; 2023Q3: 168 shares; 2023Q4: 168 shares; 2024Q1: 168 shares 168 $4.25K <0.01% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 33 shares; 2023Q2: not loaded; 2023Q3: 33 shares; 2023Q4: 33 shares; 2024Q1: 33 shares 33 $4.23K <0.01% 0 Timeline XRX XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 221 shares; 2023Q2: not loaded; 2023Q3: 227 shares; 2023Q4: 232 shares; 2024Q1: 235 shares 235 $4.21K <0.01% +3 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 55 shares; 2023Q2: not loaded; 2023Q3: 104 shares; 2023Q4: 27 shares; 2024Q1: 27 shares 27 $4.16K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 214 shares; 2023Q2: not loaded; 2023Q3: 1 shares; 2023Q4: 3 shares; 2024Q1: 53 shares 53 $4.14K <0.01% +50 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 147 shares; 2023Q2: not loaded; 2023Q3: 110 shares; 2023Q4: 111 shares; 2024Q1: 111 shares 111 $4.14K <0.01% 0 Timeline FTXN 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 359 shares; 2023Q2: not loaded; 2023Q3: 175 shares; 2023Q4: 125 shares; 2024Q1: 125 shares 125 $4.04K <0.01% 0 Timeline VISTA OUTDOOR INC VISTA OUTDOOR INC More: the full row for VISTA OUTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 123 shares; 2023Q2: not loaded; 2023Q3: 123 shares; 2023Q4: 123 shares; 2024Q1: 123 shares 123 $4.03K <0.01% 0 DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 37 shares; 2023Q2: not loaded; 2023Q3: 37 shares; 2023Q4: 37 shares; 2024Q1: 37 shares 37 $4.01K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 190 shares; 2023Q2: not loaded; 2023Q3: 185 shares; 2023Q4: 29 shares; 2024Q1: 29 shares 29 $3.98K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 38 shares; 2023Q2: not loaded; 2023Q3: 38 shares; 2023Q4: 137 shares; 2024Q1: 137 shares 137 $3.9K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 47 shares; 2023Q2: not loaded; 2023Q3: 270 shares; 2023Q4: 270 shares; 2024Q1: 270 shares 270 $3.86K <0.01% 0 Timeline FYBR FRONTIER COMMUNICATIONS PARE More: the full row for FRONTIER COMMUNICATIONS PARE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 334 shares; 2023Q2: not loaded; 2023Q3: 334 shares; 2023Q4: 334 shares; 2024Q1: 157 shares 157 $3.85K <0.01% -177 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 26 shares; 2023Q4: 26 shares; 2024Q1: 37 shares 37 $3.84K <0.01% +11 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 108 shares; 2023Q2: not loaded; 2023Q3: 114 shares; 2023Q4: 89 shares; 2024Q1: 89 shares 89 $3.84K <0.01% 0 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12 shares; 2023Q2: not loaded; 2023Q3: 120 shares; 2023Q4: 120 shares; 2024Q1: 120 shares 120 $3.81K <0.01% 0 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 14 shares 14 $3.81K <0.01% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 38 shares; 2023Q2: not loaded; 2023Q3: 38 shares; 2023Q4: 38 shares; 2024Q1: 38 shares 38 $3.8K <0.01% 0 Timeline DUCKHORN PORTFOLIO INC DUCKHORN PORTFOLIO INC More: the full row for DUCKHORN PORTFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 400 shares; 2023Q2: not loaded; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares 400 $3.72K <0.01% 0 VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: not loaded; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares 300 $3.66K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $3.64K <0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 162 shares; 2023Q2: not loaded; 2023Q3: 58 shares; 2023Q4: 58 shares; 2024Q1: 58 shares 58 $3.6K <0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 42 shares; 2023Q2: not loaded; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares 42 $3.59K <0.01% 0 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 415 shares; 2024Q1: 415 shares 415 $3.58K <0.01% 0 Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 214 shares; 2023Q2: not loaded; 2023Q3: 827 shares; 2023Q4: 125 shares; 2024Q1: 126 shares 126 $3.58K <0.01% +1 QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 946 shares; 2023Q2: not loaded; 2023Q3: 962 shares; 2023Q4: 74 shares; 2024Q1: 74 shares 74 $3.56K <0.01% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 207 shares; 2023Q4: 210 shares; 2024Q1: 212 shares 212 $3.48K <0.01% +2 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 232 shares; 2023Q2: not loaded; 2023Q3: 232 shares; 2023Q4: 232 shares; 2024Q1: 232 shares 232 $3.45K <0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 455 shares; 2023Q2: not loaded; 2023Q3: 43 shares; 2023Q4: 43 shares; 2024Q1: 43 shares 43 $3.44K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: not loaded; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares 50 $3.41K <0.01% 0 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 90 shares; 2023Q2: not loaded; 2023Q3: 50 shares; 2023Q4: 30 shares; 2024Q1: 30 shares 30 $3.4K <0.01% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 27 shares; 2023Q2: not loaded; 2023Q3: 27 shares; 2023Q4: 27 shares; 2024Q1: 27 shares 27 $3.37K <0.01% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 57 shares; 2023Q2: not loaded; 2023Q3: 57 shares; 2023Q4: 40 shares; 2024Q1: 40 shares 40 $3.33K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: not loaded; 2023Q3: 74 shares; 2023Q4: 74 shares; 2024Q1: 74 shares 74 $3.31K <0.01% 0 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 33 shares; 2023Q2: not loaded; 2023Q3: 33 shares; 2023Q4: 33 shares; 2024Q1: 33 shares 33 $3.28K <0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,120 shares; 2023Q2: not loaded; 2023Q3: 1,920 shares; 2023Q4: 720 shares; 2024Q1: 720 shares 720 $3.24K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9 shares; 2023Q2: not loaded; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 9 shares 9 $3.23K <0.01% 0 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 3 shares; 2024Q1: 11 shares 11 $3.19K <0.01% +8 ASIX ADVANSIX INC More: the full row for ADVANSIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 129 shares; 2023Q2: not loaded; 2023Q3: 122 shares; 2023Q4: 113 shares; 2024Q1: 110 shares 110 $3.17K <0.01% -3 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13 shares; 2023Q2: not loaded; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares 13 $3.1K <0.01% 0 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 167 shares; 2023Q2: not loaded; 2023Q3: 67 shares; 2023Q4: 43 shares; 2024Q1: 43 shares 43 $3.05K <0.01% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 78 shares; 2023Q2: not loaded; 2023Q3: 78 shares; 2023Q4: 78 shares; 2024Q1: 78 shares 78 $3.02K <0.01% 0 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 400 shares; 2024Q1: 400 shares 400 $2.97K <0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 114 shares; 2023Q4: 24 shares; 2024Q1: 24 shares 24 $2.95K <0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 354 shares; 2023Q2: not loaded; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 11 shares 11 $2.9K <0.01% 0 Timeline CDZI CADIZ INC More: the full row for CADIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,000 shares; 2023Q2: not loaded; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares 1,000 $2.9K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 63 shares; 2023Q2: not loaded; 2023Q3: 49 shares; 2023Q4: 34 shares; 2024Q1: 34 shares 34 $2.89K <0.01% 0 Timeline