WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 527 shares; 2023Q2: not loaded; 2023Q3: 527 shares; 2023Q4: 527 shares; 2024Q1: 527 shares; 2024Q2: 578 shares 578 $45K 0.01% +51 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 115 shares; 2023Q2: not loaded; 2023Q3: 115 shares; 2023Q4: 115 shares; 2024Q1: 134 shares; 2024Q2: 134 shares 134 $44K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 600 shares; 2023Q2: not loaded; 2023Q3: 3,234 shares; 2023Q4: 3,654 shares; 2024Q1: 647 shares; 2024Q2: 688 shares 688 $44K 0.01% +41 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 434 shares; 2023Q2: not loaded; 2023Q3: 196 shares; 2023Q4: 196 shares; 2024Q1: 196 shares; 2024Q2: 621 shares 621 $44K 0.01% +425 Timeline BSJR 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,998 shares 1,998 $44K 0.01% new Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 708 shares 708 $43K 0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 220 shares; 2023Q2: not loaded; 2023Q3: 220 shares; 2023Q4: 220 shares; 2024Q1: 220 shares; 2024Q2: 220 shares 220 $43K 0.01% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,025 shares; 2023Q2: not loaded; 2023Q3: 2,323 shares; 2023Q4: 2,347 shares; 2024Q1: 994 shares; 2024Q2: 1,879 shares 1,879 $43K 0.01% +885 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 39 shares; 2023Q2: not loaded; 2023Q3: 39 shares; 2023Q4: 39 shares; 2024Q1: 39 shares; 2024Q2: 114 shares 114 $43K 0.01% +75 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 111 shares; 2023Q2: not loaded; 2023Q3: 68 shares; 2023Q4: 111 shares; 2024Q1: 111 shares; 2024Q2: 111 shares 111 $43K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 28,191 shares; 2023Q2: not loaded; 2023Q3: 4,001 shares; 2023Q4: 3,020 shares; 2024Q1: 2,383 shares; 2024Q2: 2,385 shares 2,385 $43K 0.01% +2 Timeline BSJS 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,034 shares 2,034 $43K 0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 204 shares; 2023Q2: not loaded; 2023Q3: 165 shares; 2023Q4: 165 shares; 2024Q1: 629 shares; 2024Q2: 604 shares 604 $42K 0.01% -25 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 477 shares; 2023Q2: not loaded; 2023Q3: 483 shares; 2023Q4: 517 shares; 2024Q1: 520 shares; 2024Q2: 845 shares 845 $42K 0.01% +325 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 889 shares; 2023Q2: not loaded; 2023Q3: 931 shares; 2023Q4: 881 shares; 2024Q1: 876 shares; 2024Q2: 877 shares 877 $41K 0.01% +1 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 329 shares; 2023Q4: 329 shares; 2024Q1: 329 shares; 2024Q2: 303 shares 303 $41K 0.01% -26 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,263 shares; 2023Q2: not loaded; 2023Q3: 1,263 shares; 2023Q4: 1,263 shares; 2024Q1: 1,263 shares; 2024Q2: 1,263 shares 1,263 $41K 0.01% 0 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,060 shares; 2023Q2: not loaded; 2023Q3: 1,074 shares; 2023Q4: 1,074 shares; 2024Q1: 1,088 shares; 2024Q2: 728 shares 728 $41K 0.01% -360 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 828 shares; 2023Q2: not loaded; 2023Q3: 828 shares; 2023Q4: 828 shares; 2024Q1: 828 shares; 2024Q2: 828 shares 828 $41K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,711 shares; 2023Q2: not loaded; 2023Q3: 3,220 shares; 2023Q4: 2,982 shares; 2024Q1: 2,271 shares; 2024Q2: 2,271 shares 2,271 $40K 0.01% 0 Timeline FPEI 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,223 shares 2,223 $40K 0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 444 shares; 2023Q2: not loaded; 2023Q3: 444 shares; 2023Q4: 444 shares; 2024Q1: 991 shares; 2024Q2: 1,022 shares 1,022 $40K 0.01% +31 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 226 shares; 2023Q2: not loaded; 2023Q3: 121 shares; 2023Q4: 172 shares; 2024Q1: 192 shares; 2024Q2: 751 shares 751 $39K 0.01% +559 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 73 shares; 2023Q2: not loaded; 2023Q3: 73 shares; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: 73 shares 73 $39K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 194 shares 194 $39K 0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 1,087 shares; 2024Q1: 1,087 shares; 2024Q2: 1,087 shares 1,087 $39K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 41 shares; 2023Q2: not loaded; 2023Q3: 40 shares; 2023Q4: 180 shares; 2024Q1: 181 shares; 2024Q2: 249 shares 249 $38K 0.01% +68 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 397 shares; 2023Q2: not loaded; 2023Q3: 421 shares; 2023Q4: 565 shares; 2024Q1: 565 shares; 2024Q2: 581 shares 581 $38K 0.01% +16 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 929 shares; 2023Q4: 930 shares; 2024Q1: 930 shares; 2024Q2: 935 shares 935 $38K 0.01% +5 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 650 shares; 2023Q2: not loaded; 2023Q3: 650 shares; 2023Q4: 650 shares; 2024Q1: 650 shares; 2024Q2: 900 shares 900 $38K 0.01% +250 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 317 shares; 2023Q2: not loaded; 2023Q3: 319 shares; 2023Q4: 321 shares; 2024Q1: 322 shares; 2024Q2: 323 shares 323 $38K 0.01% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 668 shares; 2023Q2: not loaded; 2023Q3: 668 shares; 2023Q4: 676 shares; 2024Q1: 676 shares; 2024Q2: 676 shares 676 $38K 0.01% 0 Timeline 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,339 shares; 2023Q2: not loaded; 2023Q3: 730 shares; 2023Q4: 548 shares; 2024Q1: 548 shares; 2024Q2: 488 shares 488 $37K 0.01% -60 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 112 shares; 2023Q2: not loaded; 2023Q3: 112 shares; 2023Q4: 112 shares; 2024Q1: 112 shares; 2024Q2: 751 shares 751 $37K 0.01% +639 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 33 shares; 2023Q2: not loaded; 2023Q3: 1,043 shares; 2023Q4: 417 shares; 2024Q1: 414 shares; 2024Q2: 415 shares 415 $37K 0.01% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3 shares; 2023Q2: not loaded; 2023Q3: 174 shares; 2023Q4: 174 shares; 2024Q1: 174 shares; 2024Q2: 160 shares 160 $37K 0.01% -14 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,396 shares; 2023Q2: not loaded; 2023Q3: 1,396 shares; 2023Q4: 1,396 shares; 2024Q1: 1,374 shares; 2024Q2: 518 shares 518 $37K 0.01% -856 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 68 shares; 2023Q4: 68 shares; 2024Q1: 68 shares; 2024Q2: 1,068 shares 1,068 $37K 0.01% +1,000 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 465 shares; 2023Q2: not loaded; 2023Q3: 423 shares; 2023Q4: 423 shares; 2024Q1: 318 shares; 2024Q2: 419 shares 419 $37K 0.01% +101 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 220 shares; 2024Q1: 225 shares; 2024Q2: 397 shares 397 $37K 0.01% +172 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 425 shares; 2024Q2: 425 shares 425 $37K 0.01% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 673 shares; 2023Q4: 673 shares; 2024Q1: 673 shares; 2024Q2: 773 shares 773 $37K 0.01% +100 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 627 shares; 2023Q2: not loaded; 2023Q3: 144 shares; 2023Q4: 144 shares; 2024Q1: 154 shares; 2024Q2: 144 shares 144 $36K 0.01% -10 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 966 shares; 2023Q2: not loaded; 2023Q3: 971 shares; 2023Q4: 1,016 shares; 2024Q1: 630 shares; 2024Q2: 685 shares 685 $36K 0.01% +55 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,000 shares; 2023Q2: not loaded; 2023Q3: 5,000 shares; 2023Q4: 5,000 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares 2,500 $36K 0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,241 shares; 2023Q2: not loaded; 2023Q3: 3,255 shares; 2023Q4: 3,255 shares; 2024Q1: 3,255 shares; 2024Q2: 3,251 shares 3,251 $36K 0.01% -4 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: not loaded; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $36K 0.01% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 659 shares; 2023Q2: not loaded; 2023Q3: 446 shares; 2023Q4: 446 shares; 2024Q1: 446 shares; 2024Q2: 446 shares 446 $36K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,005 shares; 2023Q2: not loaded; 2023Q3: 1,714 shares; 2023Q4: 894 shares; 2024Q1: 926 shares; 2024Q2: 428 shares 428 $35K 0.01% -498 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 66 shares; 2023Q2: not loaded; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 34 shares 34 $35K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,864 shares; 2023Q2: not loaded; 2023Q3: 3,960 shares; 2023Q4: 2,675 shares; 2024Q1: 2,675 shares; 2024Q2: 2,200 shares 2,200 $35K 0.01% -475 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,816 shares; 2023Q2: not loaded; 2023Q3: 2,406 shares; 2023Q4: 1,209 shares; 2024Q1: 1,209 shares; 2024Q2: 1,209 shares 1,209 $35K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,088 shares; 2023Q2: not loaded; 2023Q3: 1,251 shares; 2023Q4: 1,024 shares; 2024Q1: 1,024 shares; 2024Q2: 1,024 shares 1,024 $35K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,040 shares; 2024Q2: 4,590 shares 4,590 $35K 0.01% +1,550 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3 shares; 2023Q2: not loaded; 2023Q3: 3 shares; 2023Q4: 121 shares; 2024Q1: 118 shares; 2024Q2: 118 shares 118 $35K 0.01% 0 Timeline RMR RMR GROUP INC More: the full row for RMR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,493 shares; 2023Q2: not loaded; 2023Q3: 1,532 shares; 2023Q4: 1,525 shares; 2024Q1: 1,540 shares; 2024Q2: 1,558 shares 1,558 $35K 0.01% +18 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 900 shares; 2023Q2: not loaded; 2023Q3: 595 shares; 2023Q4: 449 shares; 2024Q1: 402 shares; 2024Q2: 426 shares 426 $34K 0.01% +24 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,334 shares; 2023Q2: not loaded; 2023Q3: 740 shares; 2023Q4: 718 shares; 2024Q1: 737 shares; 2024Q2: 688 shares 688 $34K 0.01% -49 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 698 shares; 2023Q2: not loaded; 2023Q3: 806 shares; 2023Q4: 610 shares; 2024Q1: 618 shares; 2024Q2: 552 shares 552 $34K 0.01% -66 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 161 shares; 2023Q2: not loaded; 2023Q3: 161 shares; 2023Q4: 220 shares; 2024Q1: 220 shares; 2024Q2: 217 shares 217 $34K 0.01% -3 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,944 shares; 2023Q2: not loaded; 2023Q3: 3,322 shares; 2023Q4: 3,007 shares; 2024Q1: 1,208 shares; 2024Q2: 1,179 shares 1,179 $34K 0.01% -29 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 135 shares; 2023Q2: not loaded; 2023Q3: 135 shares; 2023Q4: 135 shares; 2024Q1: 135 shares; 2024Q2: 135 shares 135 $33K 0.01% 0 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,209 shares; 2023Q2: not loaded; 2023Q3: 1,201 shares; 2023Q4: 954 shares; 2024Q1: 954 shares; 2024Q2: 788 shares 788 $33K 0.01% -166 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 521 shares; 2023Q2: not loaded; 2023Q3: 446 shares; 2023Q4: 446 shares; 2024Q1: 446 shares; 2024Q2: 425 shares 425 $32K 0.01% -21 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 198 shares; 2023Q2: not loaded; 2023Q3: 199 shares; 2023Q4: 199 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $32K 0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46 shares; 2023Q2: not loaded; 2023Q3: 1,132 shares; 2023Q4: 1,256 shares; 2024Q1: 125 shares; 2024Q2: 102 shares 102 $32K 0.01% -23 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 542 shares 542 $32K 0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 365 shares; 2024Q1: 327 shares; 2024Q2: 327 shares 327 $32K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,900 shares; 2023Q2: not loaded; 2023Q3: 4,700 shares; 2023Q4: 4,500 shares; 2024Q1: 4,500 shares; 2024Q2: 4,500 shares 4,500 $32K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,204 shares; 2023Q2: not loaded; 2023Q3: 1,045 shares; 2023Q4: 743 shares; 2024Q1: 753 shares; 2024Q2: 653 shares 653 $32K 0.01% -100 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,396 shares; 2023Q2: not loaded; 2023Q3: 9,721 shares; 2023Q4: 1,731 shares; 2024Q1: 682 shares; 2024Q2: 573 shares 573 $32K 0.01% -109 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 704 shares; 2023Q2: not loaded; 2023Q3: 704 shares; 2023Q4: 704 shares; 2024Q1: 704 shares; 2024Q2: 704 shares 704 $32K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 233 shares; 2023Q4: 269 shares; 2024Q1: 1,335 shares; 2024Q2: 1,258 shares 1,258 $32K 0.01% -77 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 103 shares; 2023Q2: not loaded; 2023Q3: 123 shares; 2023Q4: 71 shares; 2024Q1: 71 shares; 2024Q2: 56 shares 56 $31K 0.01% -15 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 504 shares; 2023Q2: not loaded; 2023Q3: 328 shares; 2023Q4: 330 shares; 2024Q1: 234 shares; 2024Q2: 234 shares 234 $31K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,071 shares; 2023Q2: not loaded; 2023Q3: 580 shares; 2023Q4: 548 shares; 2024Q1: 592 shares; 2024Q2: 595 shares 595 $31K 0.01% +3 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 480 shares; 2023Q2: not loaded; 2023Q3: 1,331 shares; 2023Q4: 1,284 shares; 2024Q1: 1,179 shares; 2024Q2: 530 shares 530 $31K 0.01% -649 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 151 shares; 2023Q2: not loaded; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 298 shares; 2024Q2: 298 shares 298 $31K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,303 shares; 2023Q2: not loaded; 2023Q3: 2,576 shares; 2023Q4: 1,087 shares; 2024Q1: 695 shares; 2024Q2: 697 shares 697 $31K 0.01% +2 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 369 shares; 2023Q2: not loaded; 2023Q3: 379 shares; 2023Q4: 381 shares; 2024Q1: 433 shares; 2024Q2: 389 shares 389 $30K 0.01% -44 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,542 shares; 2023Q2: not loaded; 2023Q3: 586 shares; 2023Q4: 445 shares; 2024Q1: 445 shares; 2024Q2: 484 shares 484 $30K 0.01% +39 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12 shares; 2023Q2: not loaded; 2023Q3: 12 shares; 2023Q4: 211 shares; 2024Q1: 211 shares; 2024Q2: 211 shares 211 $29K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,207 shares; 2023Q2: not loaded; 2023Q3: 528 shares; 2023Q4: 528 shares; 2024Q1: 528 shares; 2024Q2: 528 shares 528 $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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 495 shares; 2023Q2: not loaded; 2023Q3: 395 shares; 2023Q4: 84 shares; 2024Q1: 126 shares; 2024Q2: 538 shares 538 $29K 0.01% +412 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 164 shares; 2023Q4: 164 shares; 2024Q1: 157 shares; 2024Q2: 191 shares 191 $29K 0.01% +34 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: not loaded; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 141 shares 141 $29K 0.01% +106 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares 10 $29K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,485 shares; 2023Q2: not loaded; 2023Q3: 2,835 shares; 2023Q4: 2,399 shares; 2024Q1: 2,399 shares; 2024Q2: 687 shares 687 $29K 0.01% -1,712 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 909 shares; 2023Q2: not loaded; 2023Q3: 833 shares; 2023Q4: 834 shares; 2024Q1: 834 shares; 2024Q2: 834 shares 834 $29K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46 shares; 2023Q2: not loaded; 2023Q3: 26 shares; 2023Q4: 1,435 shares; 2024Q1: 484 shares; 2024Q2: 558 shares 558 $29K 0.01% +74 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 1,526 shares; 2023Q4: 1,551 shares; 2024Q1: 1,456 shares; 2024Q2: 1,456 shares 1,456 $29K 0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 446 shares; 2023Q2: not loaded; 2023Q3: 446 shares; 2023Q4: 446 shares; 2024Q1: 446 shares; 2024Q2: 446 shares 446 $28K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 494 shares; 2023Q2: not loaded; 2023Q3: 347 shares; 2023Q4: 347 shares; 2024Q1: 397 shares; 2024Q2: 395 shares 395 $28K 0.01% -2 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 384 shares; 2023Q2: not loaded; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 400 shares; 2024Q2: 445 shares 445 $28K 0.01% +45 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,155 shares; 2023Q2: not loaded; 2023Q3: 614 shares; 2023Q4: 552 shares; 2024Q1: 555 shares; 2024Q2: 561 shares 561 $28K 0.01% +6 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,459 shares; 2023Q2: not loaded; 2023Q3: 2,577 shares; 2023Q4: 2,577 shares; 2024Q1: 2,732 shares; 2024Q2: 1,532 shares 1,532 $28K 0.01% -1,200 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 375 shares; 2024Q1: 375 shares; 2024Q2: 375 shares 375 $28K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 342 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $28K 0.01% 0 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $28K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 660 shares; 2023Q2: not loaded; 2023Q3: 660 shares; 2023Q4: 660 shares; 2024Q1: 660 shares; 2024Q2: 2,176 shares 2,176 $28K 0.01% +1,516 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 347 shares; 2023Q2: not loaded; 2023Q3: 349 shares; 2023Q4: 355 shares; 2024Q1: 357 shares; 2024Q2: 277 shares 277 $27K 0.01% -80 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 173 shares; 2023Q2: not loaded; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 57 shares; 2024Q2: 62 shares 62 $27K 0.01% +5 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: not loaded; 2023Q3: 74 shares; 2023Q4: 74 shares; 2024Q1: 74 shares; 2024Q2: 683 shares 683 $27K 0.01% +609 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 477 shares; 2023Q2: not loaded; 2023Q3: 479 shares; 2023Q4: 479 shares; 2024Q1: 479 shares; 2024Q2: 562 shares 562 $27K 0.01% +83 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 524 shares; 2023Q2: not loaded; 2023Q3: 449 shares; 2023Q4: 449 shares; 2024Q1: 449 shares; 2024Q2: 509 shares 509 $27K 0.01% +60 GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 759 shares; 2023Q2: not loaded; 2023Q3: 676 shares; 2023Q4: 676 shares; 2024Q1: 676 shares; 2024Q2: 676 shares 676 $27K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: not loaded; 2023Q3: 77 shares; 2023Q4: 27 shares; 2024Q1: 274 shares; 2024Q2: 270 shares 270 $27K 0.01% -4 Timeline 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,538 shares; 2023Q2: not loaded; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares 1,000 $27K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,128 shares; 2023Q2: not loaded; 2023Q3: 5,128 shares; 2023Q4: 2,127 shares; 2024Q1: 2,127 shares; 2024Q2: 2,127 shares 2,127 $27K 0.01% 0 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 532 shares 532 $27K 0.01% new Timeline PFX PHENIXFIN CORP More: the full row for PHENIXFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 583 shares 583 $27K 0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 55 shares; 2023Q2: not loaded; 2023Q3: 69 shares; 2023Q4: 48 shares; 2024Q1: 48 shares; 2024Q2: 48 shares 48 $26K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 483 shares; 2023Q2: not loaded; 2023Q3: 490 shares; 2023Q4: 497 shares; 2024Q1: 497 shares; 2024Q2: 504 shares 504 $26K 0.01% +7 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 321 shares; 2023Q2: not loaded; 2023Q3: 321 shares; 2023Q4: 242 shares; 2024Q1: 242 shares; 2024Q2: 242 shares 242 $26K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: not loaded; 2023Q3: 150 shares; 2023Q4: 325 shares; 2024Q1: 325 shares; 2024Q2: 925 shares 925 $26K 0.01% +600 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 745 shares; 2023Q2: not loaded; 2023Q3: 745 shares; 2023Q4: 745 shares; 2024Q1: 700 shares; 2024Q2: 700 shares 700 $26K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 169 shares; 2023Q2: not loaded; 2023Q3: 169 shares; 2023Q4: 169 shares; 2024Q1: 168 shares; 2024Q2: 170 shares 170 $26K 0.01% +2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 114 shares; 2023Q2: not loaded; 2023Q3: 114 shares; 2023Q4: 141 shares; 2024Q1: 127 shares; 2024Q2: 127 shares 127 $26K 0.01% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 711 shares; 2023Q2: not loaded; 2023Q3: 660 shares; 2023Q4: 660 shares; 2024Q1: 661 shares; 2024Q2: 661 shares 661 $26K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 28 shares; 2023Q4: 28 shares; 2024Q1: 28 shares; 2024Q2: 123 shares 123 $26K 0.01% +95 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 404 shares; 2023Q2: not loaded; 2023Q3: 404 shares; 2023Q4: 404 shares; 2024Q1: 404 shares; 2024Q2: 404 shares 404 $26K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 175 shares 175 $26K 0.01% -25 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,275 shares 1,275 $26K 0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,200 shares; 2023Q2: not loaded; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares 1,200 $26K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 561 shares; 2023Q2: not loaded; 2023Q3: 389 shares; 2023Q4: 389 shares; 2024Q1: 389 shares; 2024Q2: 389 shares 389 $26K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,080 shares; 2023Q2: not loaded; 2023Q3: 1,080 shares; 2023Q4: 1,080 shares; 2024Q1: 1,080 shares; 2024Q2: 1,080 shares 1,080 $26K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,203 shares; 2023Q2: not loaded; 2023Q3: 2,168 shares; 2023Q4: 2,225 shares; 2024Q1: 2,276 shares; 2024Q2: 2,327 shares 2,327 $25K 0.01% +51 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 647 shares; 2023Q2: not loaded; 2023Q3: 1,030 shares; 2023Q4: 1,030 shares; 2024Q1: 1,030 shares; 2024Q2: 1,030 shares 1,030 $25K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 232 shares; 2023Q2: not loaded; 2023Q3: 232 shares; 2023Q4: 232 shares; 2024Q1: 232 shares; 2024Q2: 232 shares 232 $25K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 37 shares; 2023Q2: not loaded; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 12 shares; 2024Q2: 24 shares 24 $25K 0.01% +12 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 958 shares; 2023Q2: not loaded; 2023Q3: 858 shares; 2023Q4: 758 shares; 2024Q1: 758 shares; 2024Q2: 865 shares 865 $25K 0.01% +107 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 513 shares; 2024Q1: 513 shares; 2024Q2: 513 shares 513 $25K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,611 shares; 2023Q2: not loaded; 2023Q3: 650 shares; 2023Q4: 532 shares; 2024Q1: 532 shares; 2024Q2: 532 shares 532 $25K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 512 shares; 2024Q1: 512 shares; 2024Q2: 512 shares 512 $25K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,705 shares; 2023Q2: not loaded; 2023Q3: 1,065 shares; 2023Q4: 1,117 shares; 2024Q1: 1,117 shares; 2024Q2: 1,117 shares 1,117 $25K 0.01% 0 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,843 shares; 2023Q2: not loaded; 2023Q3: 805 shares; 2023Q4: 339 shares; 2024Q1: 313 shares; 2024Q2: 309 shares 309 $25K 0.01% -4 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 1,264 shares; 2023Q4: 1,264 shares; 2024Q1: 625 shares; 2024Q2: 625 shares 625 $25K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,589 shares; 2023Q2: not loaded; 2023Q3: 2,872 shares; 2023Q4: 2,727 shares; 2024Q1: 274 shares; 2024Q2: 305 shares 305 $24K 0.01% +31 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 159 shares; 2023Q2: not loaded; 2023Q3: 26 shares; 2023Q4: 44 shares; 2024Q1: 52 shares; 2024Q2: 83 shares 83 $24K 0.01% +31 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 2,438 shares; 2024Q1: 2,413 shares; 2024Q2: 6,128 shares 6,128 $24K 0.01% +3,715 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 274 shares; 2023Q2: not loaded; 2023Q3: 172 shares; 2023Q4: 173 shares; 2024Q1: 175 shares; 2024Q2: 176 shares 176 $24K 0.01% +1 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 651 shares; 2023Q2: not loaded; 2023Q3: 596 shares; 2023Q4: 237 shares; 2024Q1: 237 shares; 2024Q2: 237 shares 237 $24K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,000 shares; 2023Q2: not loaded; 2023Q3: 9,800 shares; 2023Q4: 9,800 shares; 2024Q1: 9,800 shares; 2024Q2: 9,800 shares 9,800 $24K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 488 shares; 2023Q2: not loaded; 2023Q3: 488 shares; 2023Q4: 488 shares; 2024Q1: 488 shares; 2024Q2: 488 shares 488 $24K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,220 shares; 2023Q2: not loaded; 2023Q3: 1,220 shares; 2023Q4: 1,220 shares; 2024Q1: 1,220 shares; 2024Q2: 1,220 shares 1,220 $24K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,715 shares; 2023Q2: not loaded; 2023Q3: 4,572 shares; 2023Q4: 4,050 shares; 2024Q1: 1,296 shares; 2024Q2: 1,257 shares 1,257 $24K 0.01% -39 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,276 shares; 2023Q2: not loaded; 2023Q3: 1,276 shares; 2023Q4: 1,276 shares; 2024Q1: 1,276 shares; 2024Q2: 1,276 shares 1,276 $24K 0.01% 0 Timeline TGS TRANSPORTADORA DE GAS DEL SU More: the full row for TRANSPORTADORA DE GAS DEL SU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,317 shares 1,317 $24K 0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 417 shares; 2023Q2: not loaded; 2023Q3: 274 shares; 2023Q4: 274 shares; 2024Q1: 274 shares; 2024Q2: 602 shares 602 $24K 0.01% +328 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,716 shares; 2023Q2: not loaded; 2023Q3: 1,554 shares; 2023Q4: 1,595 shares; 2024Q1: 1,607 shares; 2024Q2: 586 shares 586 $24K 0.01% -1,021 Timeline TESLA INC TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5 shares 5 $24K 0.01% new MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 801 shares; 2023Q2: not loaded; 2023Q3: 346 shares; 2023Q4: 44 shares; 2024Q1: 44 shares; 2024Q2: 44 shares 44 $23K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14 shares; 2024Q2: 14 shares 14 $23K 0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 53 shares; 2023Q2: not loaded; 2023Q3: 97 shares; 2023Q4: 76 shares; 2024Q1: 76 shares; 2024Q2: 76 shares 76 $23K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,154 shares; 2023Q2: not loaded; 2023Q3: 654 shares; 2023Q4: 487 shares; 2024Q1: 487 shares; 2024Q2: 488 shares 488 $23K 0.01% +1 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 741 shares; 2023Q2: not loaded; 2023Q3: 741 shares; 2023Q4: 741 shares; 2024Q1: 741 shares; 2024Q2: 400 shares 400 $23K 0.01% -341 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 83 shares; 2023Q2: not loaded; 2023Q3: 83 shares; 2023Q4: 83 shares; 2024Q1: 83 shares; 2024Q2: 83 shares 83 $23K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 303 shares; 2023Q2: not loaded; 2023Q3: 291 shares; 2023Q4: 247 shares; 2024Q1: 248 shares; 2024Q2: 248 shares 248 $23K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 182 shares; 2024Q2: 162 shares 162 $23K 0.01% -20 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 31 shares; 2023Q2: not loaded; 2023Q3: 1,608 shares; 2023Q4: 1,608 shares; 2024Q1: 1,608 shares; 2024Q2: 1,608 shares 1,608 $23K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 875 shares; 2023Q2: not loaded; 2023Q3: 675 shares; 2023Q4: 675 shares; 2024Q1: 675 shares; 2024Q2: 675 shares 675 $23K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 34 shares; 2023Q2: not loaded; 2023Q3: 34 shares; 2023Q4: 17 shares; 2024Q1: 12 shares; 2024Q2: 49 shares 49 $22K 0.01% +37 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: not loaded; 2023Q3: 150 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 100 shares 100 $22K 0.01% -25 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 437 shares; 2023Q2: not loaded; 2023Q3: 439 shares; 2023Q4: 440 shares; 2024Q1: 695 shares; 2024Q2: 701 shares 701 $22K 0.01% +6 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 900 shares; 2023Q2: not loaded; 2023Q3: 900 shares; 2023Q4: 900 shares; 2024Q1: 900 shares; 2024Q2: 900 shares 900 $22K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 534 shares; 2023Q2: not loaded; 2023Q3: 552 shares; 2023Q4: 384 shares; 2024Q1: 244 shares; 2024Q2: 245 shares 245 $22K 0.01% +1 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 423 shares; 2023Q4: 1,103 shares; 2024Q1: 1,103 shares; 2024Q2: 423 shares 423 $22K 0.01% -680 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 180 shares; 2023Q2: not loaded; 2023Q3: 467 shares; 2023Q4: 447 shares; 2024Q1: 597 shares; 2024Q2: 597 shares 597 $22K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 250 shares; 2023Q2: not loaded; 2023Q3: 251 shares; 2023Q4: 252 shares; 2024Q1: 252 shares; 2024Q2: 253 shares 253 $22K 0.01% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 71 shares; 2023Q2: not loaded; 2023Q3: 71 shares; 2023Q4: 71 shares; 2024Q1: 71 shares; 2024Q2: 71 shares 71 $21K 0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 72 shares; 2023Q2: not loaded; 2023Q3: 99 shares; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: 107 shares 107 $21K 0.01% -12 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 8,678 shares; 2023Q4: 802 shares; 2024Q1: 838 shares; 2024Q2: 779 shares 779 $21K 0.01% -59 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 375 shares; 2023Q2: not loaded; 2023Q3: 127 shares; 2023Q4: 127 shares; 2024Q1: 120 shares; 2024Q2: 120 shares 120 $21K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1 shares; 2023Q2: not loaded; 2023Q3: 56 shares; 2023Q4: 56 shares; 2024Q1: 56 shares; 2024Q2: 81 shares 81 $21K 0.01% +25 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,000 shares; 2023Q2: not loaded; 2023Q3: 5,000 shares; 2023Q4: 5,000 shares; 2024Q1: 5,000 shares; 2024Q2: 3,500 shares 3,500 $21K 0.01% -1,500 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: not loaded; 2023Q3: 300 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $21K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,841 shares; 2023Q2: not loaded; 2023Q3: 1,841 shares; 2023Q4: 1,841 shares; 2024Q1: 1,841 shares; 2024Q2: 1,841 shares 1,841 $21K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 250 shares; 2024Q2: 850 shares 850 $21K 0.01% +600 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,122 shares; 2023Q2: not loaded; 2023Q3: 947 shares; 2023Q4: 846 shares; 2024Q1: 409 shares; 2024Q2: 393 shares 393 $20K 0.01% -16 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 309 shares; 2023Q2: not loaded; 2023Q3: 309 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 152 shares 152 $20K 0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 835 shares; 2023Q2: not loaded; 2023Q3: 835 shares; 2023Q4: 835 shares; 2024Q1: 835 shares; 2024Q2: 1,056 shares 1,056 $20K 0.01% +221 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,075 shares; 2023Q2: not loaded; 2023Q3: 975 shares; 2023Q4: 975 shares; 2024Q1: 475 shares; 2024Q2: 470 shares 470 $20K 0.01% -5 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 281 shares 281 $20K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 185 shares; 2023Q2: not loaded; 2023Q3: 185 shares; 2023Q4: 185 shares; 2024Q1: 115 shares; 2024Q2: 115 shares 115 $20K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 292 shares; 2023Q2: not loaded; 2023Q3: 332 shares; 2023Q4: 336 shares; 2024Q1: 338 shares; 2024Q2: 345 shares 345 $20K 0.01% +7 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 198 shares; 2023Q4: 188 shares; 2024Q1: 255 shares; 2024Q2: 255 shares 255 $19K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 450 shares; 2023Q2: not loaded; 2023Q3: 450 shares; 2023Q4: not reported; 2024Q1: 1,606 shares; 2024Q2: 864 shares 864 $19K 0.01% -742 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 134 shares; 2024Q2: 134 shares 134 $19K 0.01% 0 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,893 shares 1,893 $19K 0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,147 shares; 2023Q2: not loaded; 2023Q3: 930 shares; 2023Q4: 625 shares; 2024Q1: 338 shares; 2024Q2: 339 shares 339 $19K 0.01% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,169 shares; 2023Q2: not loaded; 2023Q3: 2,817 shares; 2023Q4: 1,975 shares; 2024Q1: 4,575 shares; 2024Q2: 8,575 shares 8,575 $19K 0.01% +4,000 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 879 shares; 2023Q2: not loaded; 2023Q3: 917 shares; 2023Q4: 938 shares; 2024Q1: 957 shares; 2024Q2: 977 shares 977 $19K 0.01% +20 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 376 shares; 2023Q2: not loaded; 2023Q3: 378 shares; 2023Q4: 378 shares; 2024Q1: 378 shares; 2024Q2: 379 shares 379 $19K 0.01% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 458 shares; 2024Q1: 458 shares; 2024Q2: 458 shares 458 $19K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,801 shares; 2023Q2: not loaded; 2023Q3: 1,977 shares; 2023Q4: 2,214 shares; 2024Q1: 2,053 shares; 2024Q2: 1,971 shares 1,971 $19K 0.01% -82 TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 100 shares; 2024Q2: 700 shares 700 $18K 0.01% +600 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 266 shares; 2023Q4: 241 shares; 2024Q1: 241 shares; 2024Q2: 241 shares 241 $18K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 304 shares; 2023Q2: not loaded; 2023Q3: 136 shares; 2023Q4: 136 shares; 2024Q1: 136 shares; 2024Q2: 161 shares 161 $18K 0.01% +25 Timeline 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,361 shares; 2023Q2: not loaded; 2023Q3: 1,361 shares; 2023Q4: 1,361 shares; 2024Q1: 1,361 shares; 2024Q2: 1,361 shares 1,361 $18K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 276 shares; 2023Q2: not loaded; 2023Q3: 260 shares; 2023Q4: 260 shares; 2024Q1: 260 shares; 2024Q2: 279 shares 279 $18K 0.01% +19 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 642 shares; 2023Q2: not loaded; 2023Q3: 193 shares; 2023Q4: 164 shares; 2024Q1: 164 shares; 2024Q2: 204 shares 204 $18K 0.01% +40 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 750 shares; 2023Q2: not loaded; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares 750 $18K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,733 shares; 2023Q2: not loaded; 2023Q3: 1,090 shares; 2023Q4: 1,090 shares; 2024Q1: 1,090 shares; 2024Q2: 450 shares 450 $18K 0.01% -640 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,283 shares; 2023Q2: not loaded; 2023Q3: 3,622 shares; 2023Q4: 3,627 shares; 2024Q1: 972 shares; 2024Q2: 763 shares 763 $18K 0.01% -209 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 660 shares; 2023Q2: not loaded; 2023Q3: 660 shares; 2023Q4: 510 shares; 2024Q1: 510 shares; 2024Q2: 510 shares 510 $18K 0.01% 0 Timeline MANAGED PORTFOLIO SERIES MANAGED PORTFOLIO SERIES More: the full row for MANAGED PORTFOLIO SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 625 shares 625 $18K 0.01% new SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,962 shares; 2023Q2: not loaded; 2023Q3: 2,157 shares; 2023Q4: 526 shares; 2024Q1: 334 shares; 2024Q2: 338 shares 338 $17K <0.01% +4 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 76 shares; 2023Q2: not loaded; 2023Q3: 76 shares; 2023Q4: 76 shares; 2024Q1: 76 shares; 2024Q2: 76 shares 76 $17K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 313 shares; 2023Q2: not loaded; 2023Q3: 481 shares; 2023Q4: 552 shares; 2024Q1: 539 shares; 2024Q2: 250 shares 250 $17K <0.01% -289 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 725 shares; 2023Q2: not loaded; 2023Q3: 148 shares; 2023Q4: 148 shares; 2024Q1: 151 shares; 2024Q2: 201 shares 201 $17K <0.01% +50 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 300 shares 300 $17K <0.01% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 323 shares 323 $17K <0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,021 shares; 2023Q2: not loaded; 2023Q3: 1,153 shares; 2023Q4: 3,448 shares; 2024Q1: 2,391 shares; 2024Q2: 2,386 shares 2,386 $17K <0.01% -5 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 654 shares; 2023Q2: not loaded; 2023Q3: 26,804 shares; 2023Q4: 29,973 shares; 2024Q1: 2,109 shares; 2024Q2: 1,744 shares 1,744 $17K <0.01% -365 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 287 shares; 2023Q2: not loaded; 2023Q3: 287 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 98 shares 98 $17K <0.01% -2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,200 shares; 2023Q2: not loaded; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares 1,200 $17K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $17K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,070 shares; 2023Q2: not loaded; 2023Q3: 1,122 shares; 2023Q4: 1,122 shares; 2024Q1: 1,180 shares; 2024Q2: 1,221 shares 1,221 $17K <0.01% +41 Timeline EVGO EVGO INC More: the full row for EVGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,500 shares; 2023Q2: not loaded; 2023Q3: 7,600 shares; 2023Q4: 7,200 shares; 2024Q1: 7,200 shares; 2024Q2: 7,200 shares 7,200 $17K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: not loaded; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $17K <0.01% 0 KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 160 shares 160 $16K <0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares 100 $16K <0.01% new Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 480 shares 480 $16K <0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 52 shares; 2023Q2: not loaded; 2023Q3: 52 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 84 shares 84 $16K <0.01% +37 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 285 shares; 2023Q2: not loaded; 2023Q3: 302 shares; 2023Q4: 334 shares; 2024Q1: 364 shares; 2024Q2: 503 shares 503 $16K <0.01% +139 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 528 shares 528 $16K <0.01% new Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,269 shares; 2023Q2: not loaded; 2023Q3: 2,419 shares; 2023Q4: 2,459 shares; 2024Q1: 2,297 shares; 2024Q2: 1,324 shares 1,324 $16K <0.01% -973 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 96 shares; 2023Q2: not loaded; 2023Q3: 515 shares; 2023Q4: 515 shares; 2024Q1: 515 shares; 2024Q2: 618 shares 618 $16K <0.01% +103 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,225 shares 1,225 $16K <0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 624 shares; 2023Q2: not loaded; 2023Q3: 624 shares; 2023Q4: 624 shares; 2024Q1: 624 shares; 2024Q2: 624 shares 624 $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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 76 shares; 2023Q2: not loaded; 2023Q3: 76 shares; 2023Q4: 76 shares; 2024Q1: 76 shares; 2024Q2: 76 shares 76 $15K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 214 shares; 2023Q2: not loaded; 2023Q3: 218 shares; 2023Q4: 151 shares; 2024Q1: 151 shares; 2024Q2: 201 shares 201 $15K <0.01% +50 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 131 shares; 2023Q2: not loaded; 2023Q3: 131 shares; 2023Q4: 131 shares; 2024Q1: 198 shares; 2024Q2: 198 shares 198 $15K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 112 shares; 2023Q2: not loaded; 2023Q3: 112 shares; 2023Q4: 100 shares; 2024Q1: 260 shares; 2024Q2: 260 shares 260 $15K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,522 shares; 2023Q2: not loaded; 2023Q3: 1,923 shares; 2023Q4: 1,951 shares; 2024Q1: 2,147 shares; 2024Q2: 2,122 shares 2,122 $15K <0.01% -25 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 63 shares 63 $15K <0.01% new Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 282 shares; 2023Q2: not loaded; 2023Q3: 282 shares; 2023Q4: 282 shares; 2024Q1: 282 shares; 2024Q2: 282 shares 282 $15K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 105 shares; 2023Q2: not loaded; 2023Q3: 105 shares; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: 152 shares 152 $15K <0.01% +47 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: not loaded; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $15K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,229 shares; 2024Q2: 1,268 shares 1,268 $15K <0.01% +39 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 292 shares; 2023Q2: not loaded; 2023Q3: 297 shares; 2023Q4: 300 shares; 2024Q1: 302 shares; 2024Q2: 303 shares 303 $15K <0.01% +1 BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 374 shares; 2023Q2: not loaded; 2023Q3: 403 shares; 2023Q4: 480 shares; 2024Q1: 158 shares; 2024Q2: 158 shares 158 $14K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 684 shares; 2023Q2: not loaded; 2023Q3: 245 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 244 shares 244 $14K <0.01% +69 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12 shares; 2023Q2: not loaded; 2023Q3: 12 shares; 2023Q4: 115 shares; 2024Q1: 113 shares; 2024Q2: 49 shares 49 $14K <0.01% -64 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $14K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 380 shares 380 $14K <0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20 shares; 2023Q2: not loaded; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares 20 $14K <0.01% 0 Timeline 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 223 shares; 2024Q2: 223 shares 223 $14K <0.01% 0 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 474 shares 474 $14K <0.01% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 124 shares; 2023Q2: not loaded; 2023Q3: 420 shares; 2023Q4: 420 shares; 2024Q1: 541 shares; 2024Q2: 541 shares 541 $14K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: not loaded; 2023Q3: 1,500 shares; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares 700 $14K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,300 shares; 2023Q2: not loaded; 2023Q3: 1,300 shares; 2023Q4: 1,300 shares; 2024Q1: 1,300 shares; 2024Q2: 1,300 shares 1,300 $14K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 416 shares; 2023Q2: not loaded; 2023Q3: 379 shares; 2023Q4: 379 shares; 2024Q1: 353 shares; 2024Q2: 353 shares 353 $14K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 194 shares; 2023Q2: not loaded; 2023Q3: 194 shares; 2023Q4: 194 shares; 2024Q1: 194 shares; 2024Q2: 194 shares 194 $14K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 290 shares; 2024Q2: 290 shares 290 $14K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 265 shares; 2023Q2: not loaded; 2023Q3: 267 shares; 2023Q4: 269 shares; 2024Q1: 270 shares; 2024Q2: 270 shares 270 $14K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,311 shares; 2023Q2: not loaded; 2023Q3: 1,310 shares; 2023Q4: 146 shares; 2024Q1: 357 shares; 2024Q2: 357 shares 357 $14K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 226 shares; 2023Q4: 226 shares; 2024Q1: 226 shares; 2024Q2: 226 shares 226 $14K <0.01% 0 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 167 shares; 2023Q2: not loaded; 2023Q3: 167 shares; 2023Q4: 167 shares; 2024Q1: 167 shares; 2024Q2: 167 shares 167 $14K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 298 shares; 2024Q2: 298 shares 298 $14K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 636 shares 636 $14K <0.01% new BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 221 shares; 2023Q4: 221 shares; 2024Q1: 221 shares; 2024Q2: 221 shares 221 $13K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 766 shares; 2023Q2: not loaded; 2023Q3: 469 shares; 2023Q4: 469 shares; 2024Q1: 233 shares; 2024Q2: 235 shares 235 $13K <0.01% +2 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 30 shares; 2023Q2: not loaded; 2023Q3: 30 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $13K <0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 106 shares; 2023Q2: not loaded; 2023Q3: 106 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares 100 $13K <0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,005 shares; 2023Q2: not loaded; 2023Q3: 1,005 shares; 2023Q4: 1,005 shares; 2024Q1: 1,005 shares; 2024Q2: 1,005 shares 1,005 $13K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: not loaded; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 101 shares; 2024Q2: 101 shares 101 $13K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $13K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 184 shares; 2023Q2: not loaded; 2023Q3: 185 shares; 2023Q4: 187 shares; 2024Q1: 188 shares; 2024Q2: 188 shares 188 $13K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,567 shares; 2023Q2: not loaded; 2023Q3: 621 shares; 2023Q4: 625 shares; 2024Q1: 312 shares; 2024Q2: 314 shares 314 $13K <0.01% +2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 55 shares; 2023Q2: not loaded; 2023Q3: 241 shares; 2023Q4: 244 shares; 2024Q1: 246 shares; 2024Q2: 755 shares 755 $13K <0.01% +509 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 801 shares; 2023Q2: not loaded; 2023Q3: 819 shares; 2023Q4: 829 shares; 2024Q1: 859 shares; 2024Q2: 870 shares 870 $13K <0.01% +11 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,410 shares; 2023Q2: not loaded; 2023Q3: 599 shares; 2023Q4: 599 shares; 2024Q1: 599 shares; 2024Q2: 599 shares 599 $13K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 245 shares; 2024Q1: 245 shares; 2024Q2: 545 shares 545 $13K <0.01% +300 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 104 shares; 2023Q2: not loaded; 2023Q3: 114 shares; 2023Q4: 114 shares; 2024Q1: 114 shares; 2024Q2: 306 shares 306 $13K <0.01% +192 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 312 shares; 2024Q1: 1,185 shares; 2024Q2: 597 shares 597 $13K <0.01% -588 IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 298 shares; 2023Q2: not loaded; 2023Q3: 307 shares; 2023Q4: 307 shares; 2024Q1: 307 shares; 2024Q2: 307 shares 307 $12K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 841 shares; 2023Q2: not loaded; 2023Q3: 841 shares; 2023Q4: 414 shares; 2024Q1: 64 shares; 2024Q2: 78 shares 78 $12K <0.01% +14 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3 shares; 2023Q2: not loaded; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares; 2024Q2: 178 shares 178 $12K <0.01% +175 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 286 shares; 2024Q1: 286 shares; 2024Q2: 286 shares 286 $12K <0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 150 shares 150 $12K <0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 247 shares; 2023Q2: not loaded; 2023Q3: 248 shares; 2023Q4: 248 shares; 2024Q1: 249 shares; 2024Q2: 250 shares 250 $12K <0.01% +1 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 175 shares; 2023Q2: not loaded; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares 175 $12K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 446 shares; 2023Q2: not loaded; 2023Q3: 446 shares; 2023Q4: 446 shares; 2024Q1: 446 shares; 2024Q2: 446 shares 446 $12K <0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 176 shares; 2023Q2: not loaded; 2023Q3: 176 shares; 2023Q4: 77 shares; 2024Q1: 43 shares; 2024Q2: 43 shares 43 $12K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 70 shares; 2023Q2: not loaded; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares 70 $12K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 173 shares; 2024Q1: 173 shares; 2024Q2: 173 shares 173 $12K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,183 shares; 2023Q2: not loaded; 2023Q3: 1,183 shares; 2023Q4: 1,183 shares; 2024Q1: 1,183 shares; 2024Q2: 1,183 shares 1,183 $12K <0.01% 0 Timeline 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,773 shares; 2023Q2: not loaded; 2023Q3: 340 shares; 2023Q4: 340 shares; 2024Q1: 340 shares; 2024Q2: 340 shares 340 $12K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 305 shares; 2023Q4: 305 shares; 2024Q1: 305 shares; 2024Q2: 305 shares 305 $12K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 50 shares; 2024Q1: 4,040 shares; 2024Q2: 3,990 shares 3,990 $12K <0.01% -50 QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 186 shares; 2023Q2: not loaded; 2023Q3: 186 shares; 2023Q4: 186 shares; 2024Q1: 186 shares; 2024Q2: 186 shares 186 $12K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 144 shares; 2023Q2: not loaded; 2023Q3: 144 shares; 2023Q4: 144 shares; 2024Q1: 144 shares; 2024Q2: 144 shares 144 $12K <0.01% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 144 shares; 2023Q2: not loaded; 2023Q3: 203 shares; 2023Q4: 131 shares; 2024Q1: 113 shares; 2024Q2: 113 shares 113 $11K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8 shares; 2023Q2: not loaded; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 56 shares 56 $11K <0.01% +48 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18 shares; 2023Q2: not loaded; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 108 shares 108 $11K <0.01% +100 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 45 shares; 2023Q2: not loaded; 2023Q3: 45 shares; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: 45 shares 45 $11K <0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 37 shares; 2023Q2: not loaded; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: not reported; 2024Q2: 31 shares 31 $11K <0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 10 shares; 2023Q4: 22 shares; 2024Q1: 22 shares; 2024Q2: 22 shares 22 $11K <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 803 shares; 2023Q2: not loaded; 2023Q3: 655 shares; 2023Q4: 580 shares; 2024Q1: 582 shares; 2024Q2: 557 shares 557 $11K <0.01% -25 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 245 shares; 2023Q2: not loaded; 2023Q3: 245 shares; 2023Q4: 245 shares; 2024Q1: 245 shares; 2024Q2: 245 shares 245 $11K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 209 shares; 2023Q2: not loaded; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares; 2024Q2: 49 shares 49 $11K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 149 shares; 2023Q2: not loaded; 2023Q3: 149 shares; 2023Q4: 149 shares; 2024Q1: 149 shares; 2024Q2: 149 shares 149 $11K <0.01% 0 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 2,242 shares; 2023Q4: 639 shares; 2024Q1: 375 shares; 2024Q2: 226 shares 226 $11K <0.01% -149 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,300 shares 2,300 $11K <0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $11K <0.01% 0 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,886 shares; 2023Q2: not loaded; 2023Q3: 2,906 shares; 2023Q4: 1,968 shares; 2024Q1: 1,101 shares; 2024Q2: 445 shares 445 $11K <0.01% -656 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 41 shares; 2023Q4: 98 shares; 2024Q1: 98 shares; 2024Q2: 98 shares 98 $10K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 196 shares; 2023Q2: not loaded; 2023Q3: 129 shares; 2023Q4: 129 shares; 2024Q1: 129 shares; 2024Q2: 93 shares 93 $10K <0.01% -36 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 190 shares; 2023Q2: not loaded; 2023Q3: 190 shares; 2023Q4: 190 shares; 2024Q1: 190 shares; 2024Q2: 190 shares 190 $10K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: not loaded; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 300 shares; 2024Q2: 100 shares 100 $10K <0.01% -200 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,591 shares; 2023Q2: not loaded; 2023Q3: 1,693 shares; 2023Q4: 1,746 shares; 2024Q1: 1,793 shares; 2024Q2: 1,849 shares 1,849 $10K <0.01% +56 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 355 shares; 2023Q2: not loaded; 2023Q3: 355 shares; 2023Q4: 355 shares; 2024Q1: 355 shares; 2024Q2: 355 shares 355 $10K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 78 shares; 2023Q2: not loaded; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares 70 $10K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 169 shares; 2023Q2: not loaded; 2023Q3: 137 shares; 2023Q4: 107 shares; 2024Q1: 107 shares; 2024Q2: 107 shares 107 $10K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 415 shares; 2023Q2: not loaded; 2023Q3: 415 shares; 2023Q4: 415 shares; 2024Q1: 415 shares; 2024Q2: 415 shares 415 $10K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: not loaded; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $10K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 400 shares; 2023Q4: 403 shares; 2024Q1: 406 shares; 2024Q2: 409 shares 409 $10K <0.01% +3 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 822 shares; 2023Q2: not loaded; 2023Q3: 839 shares; 2023Q4: 854 shares; 2024Q1: 861 shares; 2024Q2: 874 shares 874 $10K <0.01% +13 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 222 shares; 2023Q2: not loaded; 2023Q3: 223 shares; 2023Q4: 224 shares; 2024Q1: 224 shares; 2024Q2: 225 shares 225 $10K <0.01% +1 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 275 shares 275 $10K <0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 545 shares; 2024Q2: 545 shares 545 $10K <0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16 shares; 2023Q2: not loaded; 2023Q3: 15 shares; 2023Q4: 16 shares; 2024Q1: 16 shares; 2024Q2: 66 shares 66 $9K <0.01% +50 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 142 shares; 2023Q2: not loaded; 2023Q3: 141 shares; 2023Q4: 141 shares; 2024Q1: 141 shares; 2024Q2: 141 shares 141 $9K <0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 848 shares; 2023Q2: not loaded; 2023Q3: 603 shares; 2023Q4: 225 shares; 2024Q1: 125 shares; 2024Q2: 125 shares 125 $9K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 93 shares; 2023Q2: not loaded; 2023Q3: 93 shares; 2023Q4: 93 shares; 2024Q1: 93 shares; 2024Q2: 93 shares 93 $9K <0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 605 shares; 2023Q2: not loaded; 2023Q3: 616 shares; 2023Q4: 575 shares; 2024Q1: 625 shares; 2024Q2: 138 shares 138 $9K <0.01% -487 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $9K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 99 shares 99 $9K <0.01% -1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: not loaded; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $9K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 285 shares; 2024Q1: 296 shares; 2024Q2: 479 shares 479 $9K <0.01% +183 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 138 shares; 2023Q2: not loaded; 2023Q3: 138 shares; 2023Q4: 138 shares; 2024Q1: 188 shares; 2024Q2: 188 shares 188 $9K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1 shares; 2023Q2: not loaded; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 45 shares 45 $9K <0.01% +44 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 554 shares; 2023Q2: not loaded; 2023Q3: 414 shares; 2023Q4: 418 shares; 2024Q1: 269 shares; 2024Q2: 83 shares 83 $9K <0.01% -186 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 182 shares; 2023Q2: not loaded; 2023Q3: 185 shares; 2023Q4: 187 shares; 2024Q1: 189 shares; 2024Q2: 190 shares 190 $9K <0.01% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 511 shares; 2023Q2: not loaded; 2023Q3: 511 shares; 2023Q4: 511 shares; 2024Q1: 511 shares; 2024Q2: 511 shares 511 $9K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 90 shares; 2023Q2: not loaded; 2023Q3: 411 shares; 2023Q4: not reported; 2024Q1: 47 shares; 2024Q2: 47 shares 47 $9K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 903 shares; 2023Q2: not loaded; 2023Q3: 921 shares; 2023Q4: 12,151 shares; 2024Q1: 469 shares; 2024Q2: 313 shares 313 $9K <0.01% -156 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 170 shares; 2024Q1: 170 shares; 2024Q2: 170 shares 170 $9K <0.01% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: not loaded; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares 125 $9K <0.01% 0 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,676 shares; 2023Q2: not loaded; 2023Q3: 11,689 shares; 2023Q4: 10,688 shares; 2024Q1: 1,387 shares; 2024Q2: 200 shares 200 $9K <0.01% -1,187 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 145 shares; 2023Q2: not loaded; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 145 shares; 2024Q2: 145 shares 145 $9K <0.01% 0 Timeline HLF HERBALIFE LTD More: the full row for HERBALIFE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,824 shares; 2024Q2: 900 shares 900 $9K <0.01% -924 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 210 shares; 2023Q4: 210 shares; 2024Q1: 210 shares; 2024Q2: 210 shares 210 $9K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 252 shares; 2023Q2: not loaded; 2023Q3: 256 shares; 2023Q4: 259 shares; 2024Q1: 261 shares; 2024Q2: 264 shares 264 $9K <0.01% +3 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 293 shares; 2023Q2: not loaded; 2023Q3: 190 shares; 2023Q4: 191 shares; 2024Q1: 191 shares; 2024Q2: 192 shares 192 $9K <0.01% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 740 shares; 2023Q2: not loaded; 2023Q3: 740 shares; 2023Q4: 740 shares; 2024Q1: 740 shares; 2024Q2: 740 shares 740 $9K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 767 shares; 2023Q2: not loaded; 2023Q3: 718 shares; 2023Q4: 732 shares; 2024Q1: 702 shares; 2024Q2: 174 shares 174 $8K <0.01% -528 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 119 shares; 2023Q2: not loaded; 2023Q3: 119 shares; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: 119 shares 119 $8K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 134 shares 134 $8K <0.01% +132 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 534 shares; 2023Q2: not loaded; 2023Q3: 544 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $8K <0.01% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $8K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 335 shares; 2023Q4: 89 shares; 2024Q1: 89 shares; 2024Q2: 89 shares 89 $8K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,127 shares; 2023Q2: not loaded; 2023Q3: 811 shares; 2023Q4: 166 shares; 2024Q1: 167 shares; 2024Q2: 167 shares 167 $8K <0.01% 0 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 330 shares; 2023Q2: not loaded; 2023Q3: 330 shares; 2023Q4: 330 shares; 2024Q1: 330 shares; 2024Q2: 330 shares 330 $8K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,925 shares; 2023Q2: not loaded; 2023Q3: 207 shares; 2023Q4: 144 shares; 2024Q1: 144 shares; 2024Q2: 156 shares 156 $8K <0.01% +12 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 103 shares; 2023Q2: not loaded; 2023Q3: 3 shares; 2023Q4: 68 shares; 2024Q1: 110 shares; 2024Q2: 110 shares 110 $8K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 396 shares; 2023Q2: not loaded; 2023Q3: 396 shares; 2023Q4: 396 shares; 2024Q1: 396 shares; 2024Q2: 396 shares 396 $8K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 325 shares; 2024Q2: 164 shares 164 $8K <0.01% -161 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: not loaded; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $8K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 224 shares; 2023Q2: not loaded; 2023Q3: 96 shares; 2023Q4: 98 shares; 2024Q1: 94 shares; 2024Q2: 94 shares 94 $8K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 785 shares; 2023Q2: not loaded; 2023Q3: 983 shares; 2023Q4: 835 shares; 2024Q1: 158 shares; 2024Q2: 220 shares 220 $8K <0.01% +62 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 733 shares; 2023Q2: not loaded; 2023Q3: 733 shares; 2023Q4: 733 shares; 2024Q1: 733 shares; 2024Q2: 733 shares 733 $8K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 225 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 255 shares; 2024Q1: 255 shares; 2024Q2: 255 shares 255 $8K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 101 shares; 2023Q2: not loaded; 2023Q3: 101 shares; 2023Q4: 101 shares; 2024Q1: 101 shares; 2024Q2: 101 shares 101 $8K <0.01% 0 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 200 shares 200 $8K <0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: not loaded; 2023Q3: 35 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $8K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,159 shares; 2023Q2: not loaded; 2023Q3: 3,172 shares; 2023Q4: 3,178 shares; 2024Q1: 3,119 shares; 2024Q2: 3,129 shares 3,129 $8K <0.01% +10 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 454 shares; 2024Q2: 458 shares 458 $8K <0.01% +4 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 211 shares; 2023Q2: not loaded; 2023Q3: 211 shares; 2023Q4: 211 shares; 2024Q1: 211 shares; 2024Q2: 211 shares 211 $8K <0.01% 0 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 375 shares; 2024Q1: 375 shares; 2024Q2: 375 shares 375 $8K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 574 shares; 2023Q2: not loaded; 2023Q3: 436 shares; 2023Q4: 234 shares; 2024Q1: 235 shares; 2024Q2: 102 shares 102 $7K <0.01% -133 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 45 shares 45 $7K <0.01% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 63 shares 63 $7K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,196 shares; 2023Q2: not loaded; 2023Q3: 1,718 shares; 2023Q4: 425 shares; 2024Q1: 425 shares; 2024Q2: 425 shares 425 $7K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: not loaded; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares 400 $7K <0.01% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 310 shares; 2023Q2: not loaded; 2023Q3: 310 shares; 2023Q4: 68 shares; 2024Q1: not reported; 2024Q2: 200 shares 200 $7K <0.01% new Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 51 shares; 2024Q1: 18 shares; 2024Q2: 18 shares 18 $7K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 24 shares 24 $7K <0.01% +10 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 219 shares 219 $7K <0.01% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 44 shares; 2023Q2: not loaded; 2023Q3: 44 shares; 2023Q4: 44 shares; 2024Q1: 45 shares; 2024Q2: 45 shares 45 $7K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 175 shares; 2023Q2: not loaded; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares 175 $7K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 135 shares; 2023Q2: not loaded; 2023Q3: 137 shares; 2023Q4: 139 shares; 2024Q1: 140 shares; 2024Q2: 141 shares 141 $7K <0.01% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 6,000 shares; 2023Q4: 6,000 shares; 2024Q1: 6,000 shares; 2024Q2: 6,000 shares 6,000 $7K <0.01% 0 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 165 shares 165 $7K <0.01% new Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 44 shares; 2023Q2: not loaded; 2023Q3: 62 shares; 2023Q4: 66 shares; 2024Q1: 296 shares; 2024Q2: 296 shares 296 $7K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,261 shares; 2023Q2: not loaded; 2023Q3: 841 shares; 2023Q4: 672 shares; 2024Q1: 554 shares; 2024Q2: 194 shares 194 $7K <0.01% -360 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 800 shares; 2023Q2: not loaded; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares 800 $7K <0.01% 0 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 80 shares 80 $7K <0.01% new Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 775 shares; 2023Q2: not loaded; 2023Q3: 706 shares; 2023Q4: 706 shares; 2024Q1: 706 shares; 2024Q2: 88 shares 88 $7K <0.01% -618 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,950 shares; 2023Q2: not loaded; 2023Q3: 2,523 shares; 2023Q4: 1,436 shares; 2024Q1: 1,423 shares; 2024Q2: 333 shares 333 $7K <0.01% -1,090 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 700 shares; 2023Q2: not loaded; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares 1,500 $7K <0.01% 0 Timeline BSJQ 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 332 shares 332 $7K <0.01% new Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20 shares; 2023Q2: not loaded; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 95 shares 95 $7K <0.01% +75 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 625 shares; 2023Q2: not loaded; 2023Q3: 625 shares; 2023Q4: 625 shares; 2024Q1: 625 shares; 2024Q2: 625 shares 625 $7K <0.01% 0 Timeline BOAT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 200 shares 200 $7K <0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 153 shares; 2023Q2: not loaded; 2023Q3: 48 shares; 2023Q4: 48 shares; 2024Q1: 43 shares; 2024Q2: 43 shares 43 $6K <0.01% 0 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 90 shares 90 $6K <0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 27 shares; 2023Q2: not loaded; 2023Q3: 26 shares; 2023Q4: 8 shares; 2024Q1: 9 shares; 2024Q2: 33 shares 33 $6K <0.01% +24 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $6K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 69 shares; 2023Q2: not loaded; 2023Q3: 52 shares; 2023Q4: 43 shares; 2024Q1: 62 shares; 2024Q2: 59 shares 59 $6K <0.01% -3 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 117 shares; 2023Q2: not loaded; 2023Q3: 77 shares; 2023Q4: 77 shares; 2024Q1: 77 shares; 2024Q2: 77 shares 77 $6K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 290 shares; 2023Q2: not loaded; 2023Q3: 290 shares; 2023Q4: 290 shares; 2024Q1: 290 shares; 2024Q2: 65 shares 65 $6K <0.01% -225 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16 shares 16 $6K <0.01% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 259 shares; 2023Q2: not loaded; 2023Q3: 259 shares; 2023Q4: 58 shares; 2024Q1: 82 shares; 2024Q2: 76 shares 76 $6K <0.01% -6 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 205 shares; 2023Q2: not loaded; 2023Q3: 205 shares; 2023Q4: 205 shares; 2024Q1: 205 shares; 2024Q2: 205 shares 205 $6K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 250 shares; 2024Q2: 250 shares 250 $6K <0.01% 0 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $6K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26 shares; 2023Q2: not loaded; 2023Q3: 28 shares; 2023Q4: 28 shares; 2024Q1: 28 shares; 2024Q2: 28 shares 28 $6K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 60 shares 60 $6K <0.01% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 96 shares 96 $6K <0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,067 shares; 2023Q2: not loaded; 2023Q3: 2,749 shares; 2023Q4: 2,749 shares; 2024Q1: 2,685 shares; 2024Q2: 2,336 shares 2,336 $6K <0.01% -349 NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 67 shares; 2023Q2: not loaded; 2023Q3: 67 shares; 2023Q4: 67 shares; 2024Q1: 67 shares; 2024Q2: 66 shares 66 $6K <0.01% -1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $6K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 551 shares; 2023Q2: not loaded; 2023Q3: 551 shares; 2023Q4: 551 shares; 2024Q1: 551 shares; 2024Q2: 551 shares 551 $6K <0.01% 0 Timeline NUS NU SKIN ENTERPRISES INC More: the full row for NU SKIN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 250 shares; 2023Q2: not loaded; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares 600 $6K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 275 shares; 2023Q2: not loaded; 2023Q3: 275 shares; 2023Q4: 275 shares; 2024Q1: 275 shares; 2024Q2: 275 shares 275 $6K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: not loaded; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $6K <0.01% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,044 shares; 2023Q2: not loaded; 2023Q3: 2,737 shares; 2023Q4: 2,781 shares; 2024Q1: 2,854 shares; 2024Q2: 414 shares 414 $6K <0.01% -2,440 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 667 shares; 2023Q2: not loaded; 2023Q3: 667 shares; 2023Q4: 667 shares; 2024Q1: 667 shares; 2024Q2: 667 shares 667 $6K <0.01% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5 shares; 2023Q2: not loaded; 2023Q3: 11 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares 8 $6K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: not loaded; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $6K <0.01% 0 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 314 shares; 2023Q2: not loaded; 2023Q3: 337 shares; 2023Q4: 314 shares; 2024Q1: 314 shares; 2024Q2: 314 shares 314 $6K <0.01% 0 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 25 shares; 2023Q2: not loaded; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 33 shares; 2024Q2: 216 shares 216 $6K <0.01% +183 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 115 shares; 2023Q2: not loaded; 2023Q3: 115 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares 75 $6K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,625 shares; 2023Q2: not loaded; 2023Q3: 508 shares; 2023Q4: 185 shares; 2024Q1: 140 shares; 2024Q2: 141 shares 141 $6K <0.01% +1 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 119 shares; 2023Q2: not loaded; 2023Q3: 121 shares; 2023Q4: 60 shares; 2024Q1: 57 shares; 2024Q2: 57 shares 57 $5K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 756 shares; 2023Q4: 493 shares; 2024Q1: 312 shares; 2024Q2: 324 shares 324 $5K <0.01% +12 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: not loaded; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 173 shares; 2024Q2: 173 shares 173 $5K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 776 shares; 2023Q2: not loaded; 2023Q3: 674 shares; 2023Q4: 675 shares; 2024Q1: 675 shares; 2024Q2: 680 shares 680 $5K <0.01% +5 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 301 shares; 2023Q2: not loaded; 2023Q3: 301 shares; 2023Q4: 301 shares; 2024Q1: 301 shares; 2024Q2: 301 shares 301 $5K <0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 130 shares; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares 100 $5K <0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 156 shares; 2023Q2: not loaded; 2023Q3: 83 shares; 2023Q4: 83 shares; 2024Q1: 83 shares; 2024Q2: 83 shares 83 $5K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: not loaded; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 706 shares; 2024Q2: 125 shares 125 $5K <0.01% -581 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 37 shares; 2023Q4: 37 shares; 2024Q1: 37 shares; 2024Q2: 63 shares 63 $5K <0.01% +26 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $5K <0.01% 0 Timeline ACRE ARES COML REAL ESTATE CORP More: the full row for ARES COML REAL ESTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 795 shares 795 $5K <0.01% new Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 185 shares; 2023Q2: not loaded; 2023Q3: 185 shares; 2023Q4: 185 shares; 2024Q1: 185 shares; 2024Q2: 139 shares 139 $5K <0.01% -46 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 71 shares; 2023Q2: not loaded; 2023Q3: 71 shares; 2023Q4: 71 shares; 2024Q1: 71 shares; 2024Q2: 71 shares 71 $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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 102 shares; 2023Q2: not loaded; 2023Q3: 103 shares; 2023Q4: 104 shares; 2024Q1: 105 shares; 2024Q2: 106 shares 106 $5K <0.01% +1 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 150 shares 150 $5K <0.01% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 328 shares; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 102 shares 102 $5K <0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 228 shares; 2023Q2: not loaded; 2023Q3: 270 shares; 2023Q4: 270 shares; 2024Q1: 105 shares; 2024Q2: 85 shares 85 $5K <0.01% -20 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,038 shares; 2023Q2: not loaded; 2023Q3: 2,038 shares; 2023Q4: 2,038 shares; 2024Q1: 2,038 shares; 2024Q2: 2,038 shares 2,038 $5K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2 shares; 2023Q2: not loaded; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 66 shares 66 $4K <0.01% +64 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 51 shares; 2023Q2: not loaded; 2023Q3: 51 shares; 2023Q4: 51 shares; 2024Q1: 31 shares; 2024Q2: 31 shares 31 $4K <0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,049 shares; 2023Q2: not loaded; 2023Q3: 3,232 shares; 2023Q4: 2,599 shares; 2024Q1: 554 shares; 2024Q2: 21 shares 21 $4K <0.01% -533 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 30 shares; 2023Q2: not loaded; 2023Q3: 70 shares; 2023Q4: 76 shares; 2024Q1: 82 shares; 2024Q2: 46 shares 46 $4K <0.01% -36 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 38 shares; 2023Q2: not loaded; 2023Q3: 38 shares; 2023Q4: 137 shares; 2024Q1: 137 shares; 2024Q2: 137 shares 137 $4K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 119 shares; 2023Q2: not loaded; 2023Q3: 119 shares; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: 119 shares 119 $4K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3 shares; 2023Q2: not loaded; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares; 2024Q2: 23 shares 23 $4K <0.01% +20 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 22 shares 22 $4K <0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 320 shares; 2023Q4: 268 shares; 2024Q1: 268 shares; 2024Q2: 186 shares 186 $4K <0.01% -82 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 498 shares; 2023Q2: not loaded; 2023Q3: 416 shares; 2023Q4: 349 shares; 2024Q1: 332 shares; 2024Q2: 218 shares 218 $4K <0.01% -114 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 55 shares; 2023Q2: not loaded; 2023Q3: 35 shares; 2023Q4: 60 shares; 2024Q1: 90 shares; 2024Q2: 35 shares 35 $4K <0.01% -55 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 135 shares; 2023Q2: not loaded; 2023Q3: 135 shares; 2023Q4: 135 shares; 2024Q1: 135 shares; 2024Q2: 135 shares 135 $4K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 55 shares; 2023Q2: not loaded; 2023Q3: 55 shares; 2023Q4: 55 shares; 2024Q1: 55 shares; 2024Q2: 55 shares 55 $4K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 70 shares; 2023Q2: not loaded; 2023Q3: 70 shares; 2023Q4: 71 shares; 2024Q1: 71 shares; 2024Q2: 72 shares 72 $4K <0.01% +1 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 222 shares; 2023Q2: not loaded; 2023Q3: 158 shares; 2023Q4: 152 shares; 2024Q1: 123 shares; 2024Q2: 123 shares 123 $4K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 277 shares; 2024Q2: 277 shares 277 $4K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 57 shares; 2023Q4: 57 shares; 2024Q1: 57 shares; 2024Q2: 57 shares 57 $4K <0.01% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 40 shares 40 $4K <0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 21 shares 21 $4K <0.01% +9 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 1,550 shares; 2023Q4: 989 shares; 2024Q1: 900 shares; 2024Q2: 900 shares 900 $4K <0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,774 shares; 2023Q2: not loaded; 2023Q3: 1,009 shares; 2023Q4: 136 shares; 2024Q1: 137 shares; 2024Q2: 485 shares 485 $4K <0.01% +348 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 228 shares; 2023Q2: not loaded; 2023Q3: 228 shares; 2023Q4: 228 shares; 2024Q1: 128 shares; 2024Q2: 128 shares 128 $4K <0.01% 0 Timeline ACB AURORA CANNABIS INC More: the full row for AURORA CANNABIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 624 shares; 2024Q2: 1,024 shares 1,024 $4K <0.01% +400 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 55 shares; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 34 shares 34 $4K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 198 shares; 2024Q2: 198 shares 198 $4K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 216 shares; 2023Q2: not loaded; 2023Q3: 216 shares; 2023Q4: 216 shares; 2024Q1: 216 shares; 2024Q2: 111 shares 111 $4K <0.01% -105 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 511 shares; 2023Q2: not loaded; 2023Q3: 511 shares; 2023Q4: 221 shares; 2024Q1: 503 shares; 2024Q2: 221 shares 221 $4K <0.01% -282 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 37 shares; 2023Q2: not loaded; 2023Q3: 37 shares; 2023Q4: 37 shares; 2024Q1: 37 shares; 2024Q2: 37 shares 37 $4K <0.01% 0 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 419 shares 419 $4K <0.01% new Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 89 shares; 2023Q2: not loaded; 2023Q3: 89 shares; 2023Q4: 89 shares; 2024Q1: 89 shares; 2024Q2: 89 shares 89 $4K <0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 51 shares; 2023Q4: 484 shares; 2024Q1: 484 shares; 2024Q2: 804 shares 804 $4K <0.01% +320 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 218 shares; 2023Q2: not loaded; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares 72 $4K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,867 shares; 2023Q2: not loaded; 2023Q3: 2,867 shares; 2023Q4: 2,867 shares; 2024Q1: 2,867 shares; 2024Q2: 583 shares 583 $4K <0.01% -2,284 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares 100 $4K <0.01% new Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares 100 $4K <0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 47 shares; 2023Q2: not loaded; 2023Q3: 270 shares; 2023Q4: 270 shares; 2024Q1: 270 shares; 2024Q2: 330 shares 330 $4K <0.01% +60 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 3 shares; 2024Q1: 11 shares; 2024Q2: 13 shares 13 $4K <0.01% +2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,435 shares; 2023Q2: not loaded; 2023Q3: 1,611 shares; 2023Q4: 1,676 shares; 2024Q1: 1,676 shares; 2024Q2: 1,764 shares 1,764 $4K <0.01% +88 Timeline ARCADIUM LITHIUM PLC ARCADIUM LITHIUM PLC More: the full row for ARCADIUM LITHIUM PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,047 shares; 2024Q2: 1,329 shares 1,329 $4K <0.01% -3,718 NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 260 shares; 2023Q2: not loaded; 2023Q3: 260 shares; 2023Q4: 260 shares; 2024Q1: 260 shares; 2024Q2: 260 shares 260 $4K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 33 shares; 2023Q2: not loaded; 2023Q3: 33 shares; 2023Q4: 33 shares; 2024Q1: 33 shares; 2024Q2: 33 shares 33 $4K <0.01% 0 Timeline APPLE INC APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2 shares 2 $4K <0.01% new RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 168 shares; 2023Q2: not loaded; 2023Q3: 168 shares; 2023Q4: 168 shares; 2024Q1: 168 shares; 2024Q2: 168 shares 168 $4K <0.01% 0 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares 250 $4K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares 250 $4K <0.01% 0 CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 147 shares; 2023Q2: not loaded; 2023Q3: 110 shares; 2023Q4: 111 shares; 2024Q1: 111 shares; 2024Q2: 111 shares 111 $3K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 65 shares; 2023Q2: not loaded; 2023Q3: 45 shares; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 6 shares 6 $3K <0.01% +3 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 207 shares; 2023Q4: 210 shares; 2024Q1: 212 shares; 2024Q2: 214 shares 214 $3K <0.01% +2 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 162 shares; 2023Q2: not loaded; 2023Q3: 58 shares; 2023Q4: 58 shares; 2024Q1: 58 shares; 2024Q2: 58 shares 58 $3K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13 shares; 2023Q2: not loaded; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 13 shares 13 $3K <0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: not loaded; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $3K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $3K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 82 shares; 2023Q2: not loaded; 2023Q3: 88 shares; 2023Q4: 88 shares; 2024Q1: 173 shares; 2024Q2: 179 shares 179 $3K <0.01% +6 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 14 shares 14 $3K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 42 shares; 2023Q2: not loaded; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares 42 $3K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,104 shares; 2023Q2: not loaded; 2023Q3: 76 shares; 2023Q4: 76 shares; 2024Q1: 76 shares; 2024Q2: 61 shares 61 $3K <0.01% -15 Timeline