VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 186,506 shares; 2024Q1: 180,839 shares; 2024Q2: 181,400 shares; 2024Q3: 173,979 shares; 2024Q4: 169,834 shares 169,834 $69.7M 7.88% -4,145 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 391,600 shares; 2024Q1: 385,689 shares; 2024Q2: 392,285 shares; 2024Q3: 382,795 shares; 2024Q4: 378,285 shares 378,285 $64M 7.24% -4,510 Timeline HEARTLAND FINL USA INC HEARTLAND FINL USA INC More: the full row for HEARTLAND FINL USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,478,945 shares; 2024Q1: 1,477,865 shares; 2024Q2: 1,372,988 shares; 2024Q3: 1,167,225 shares; 2024Q4: 1,039,077 shares 1,039,077 $63.7M 7.2% -128,148 ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 981,908 shares; 2024Q1: 1,040,251 shares; 2024Q2: 1,052,915 shares; 2024Q3: 1,271,148 shares; 2024Q4: 1,270,591 shares 1,270,591 $58.6M 6.62% -557 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 661,883 shares; 2024Q1: 650,710 shares; 2024Q2: 653,961 shares; 2024Q3: 656,152 shares; 2024Q4: 653,550 shares 653,550 $34.3M 3.88% -2,602 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 351,734 shares; 2024Q1: 344,045 shares; 2024Q2: 345,988 shares; 2024Q3: 347,917 shares; 2024Q4: 347,309 shares 347,309 $33.6M 3.8% -608 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; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 480,625 shares; 2024Q1: 519,325 shares; 2024Q2: 503,698 shares; 2024Q3: 639,913 shares; 2024Q4: 642,073 shares 642,073 $30.4M 3.44% +2,160 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 116,831 shares; 2024Q1: 111,366 shares; 2024Q2: 110,015 shares; 2024Q3: 107,155 shares; 2024Q4: 103,263 shares 103,263 $25.9M 2.92% -3,892 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 55,236 shares; 2024Q1: 54,316 shares; 2024Q2: 52,492 shares; 2024Q3: 49,894 shares; 2024Q4: 48,908 shares 48,908 $20.6M 2.33% -986 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 692,685 shares; 2024Q1: 687,878 shares; 2024Q2: 693,202 shares; 2024Q3: 606,451 shares; 2024Q4: 592,568 shares 592,568 $18.6M 2.1% -13,883 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; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 334,324 shares; 2024Q1: 338,261 shares; 2024Q2: 342,762 shares; 2024Q3: 300,876 shares; 2024Q4: 296,603 shares 296,603 $17.1M 1.93% -4,273 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 168,385 shares; 2024Q1: 179,226 shares; 2024Q2: 175,586 shares; 2024Q3: 217,749 shares; 2024Q4: 210,301 shares 210,301 $15.1M 1.71% -7,448 Timeline INCE 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; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 283,648 shares; 2024Q1: 279,816 shares; 2024Q2: 283,135 shares; 2024Q3: 277,566 shares; 2024Q4: 269,439 shares 269,439 $14.9M 1.69% -8,127 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 91,898 shares; 2024Q1: 88,851 shares; 2024Q2: 84,333 shares; 2024Q3: 79,426 shares; 2024Q4: 75,614 shares 75,614 $14.3M 1.62% -3,812 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 322,658 shares; 2024Q1: 322,816 shares; 2024Q2: 310,213 shares; 2024Q3: 319,867 shares; 2024Q4: 316,693 shares 316,693 $13.9M 1.58% -3,174 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; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 47,146 shares; 2024Q1: 46,074 shares; 2024Q2: 46,964 shares; 2024Q3: 47,648 shares; 2024Q4: 46,821 shares 46,821 $13.1M 1.48% -827 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 63,409 shares; 2024Q1: 62,329 shares; 2024Q2: 63,462 shares; 2024Q3: 63,594 shares; 2024Q4: 62,778 shares 62,778 $12.4M 1.41% -816 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,385 shares; 2024Q1: 7,963 shares; 2024Q2: 7,689 shares; 2024Q3: 74,158 shares; 2024Q4: 52,972 shares 52,972 $12.3M 1.39% -21,186 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 56,603 shares; 2024Q1: 55,223 shares; 2024Q2: 53,207 shares; 2024Q3: 50,712 shares; 2024Q4: 48,932 shares 48,932 $11.7M 1.33% -1,780 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 54,430 shares; 2024Q1: 53,732 shares; 2024Q2: 52,241 shares; 2024Q3: 50,120 shares; 2024Q4: 48,897 shares 48,897 $10.7M 1.21% -1,223 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 79,905 shares; 2024Q1: 154,071 shares; 2024Q2: 155,107 shares; 2024Q3: 315,824 shares; 2024Q4: 306,860 shares 306,860 $10.1M 1.14% -8,964 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 63,977 shares; 2024Q1: 62,283 shares; 2024Q2: 59,683 shares; 2024Q3: 57,630 shares; 2024Q4: 55,591 shares 55,591 $9.26M 1.05% -2,039 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 37,349 shares; 2024Q1: 109,175 shares; 2024Q2: 106,230 shares; 2024Q3: 104,599 shares; 2024Q4: 101,567 shares 101,567 $9.18M 1.04% -3,032 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 91,479 shares; 2024Q1: 78,254 shares; 2024Q2: 75,320 shares; 2024Q3: 72,505 shares; 2024Q4: 70,681 shares 70,681 $8.18M 0.92% -1,824 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 33,042 shares; 2024Q1: 33,997 shares; 2024Q2: 26,838 shares; 2024Q3: 26,073 shares; 2024Q4: 27,734 shares 27,734 $8.04M 0.91% +1,661 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 286,790 shares; 2024Q1: 281,111 shares; 2024Q2: 286,452 shares; 2024Q3: 289,810 shares; 2024Q4: 283,675 shares 283,675 $7.89M 0.89% -6,135 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 36,712 shares; 2024Q1: 32,055 shares; 2024Q2: 32,383 shares; 2024Q3: 86,124 shares; 2024Q4: 82,052 shares 82,052 $7.83M 0.89% -4,072 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 54,667 shares; 2024Q1: 57,316 shares; 2024Q2: 55,011 shares; 2024Q3: 54,283 shares; 2024Q4: 53,834 shares 53,834 $7.8M 0.88% -449 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 55,829 shares; 2024Q1: 55,736 shares; 2024Q2: 54,202 shares; 2024Q3: 53,213 shares; 2024Q4: 51,837 shares 51,837 $7.5M 0.85% -1,376 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11,244 shares; 2024Q1: 11,274 shares; 2024Q2: 12,058 shares; 2024Q3: 12,038 shares; 2024Q4: 12,015 shares 12,015 $7.04M 0.8% -23 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 30,452 shares; 2024Q1: 29,711 shares; 2024Q2: 28,406 shares; 2024Q3: 27,216 shares; 2024Q4: 26,932 shares 26,932 $7.02M 0.79% -284 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 239,048 shares; 2024Q1: 234,037 shares; 2024Q2: 226,760 shares; 2024Q3: 223,708 shares; 2024Q4: 217,703 shares 217,703 $6.9M 0.78% -6,005 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 135,692 shares; 2024Q1: 120,909 shares; 2024Q2: 115,157 shares; 2024Q3: 114,023 shares; 2024Q4: 110,232 shares 110,232 $6.53M 0.74% -3,791 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 186,610 shares; 2024Q1: 90,585 shares; 2024Q2: 86,200 shares; 2024Q3: 79,034 shares; 2024Q4: 77,112 shares 77,112 $6.32M 0.71% -1,922 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 147,598 shares; 2024Q1: 145,594 shares; 2024Q2: 145,691 shares; 2024Q3: 121,157 shares; 2024Q4: 117,489 shares 117,489 $6.14M 0.69% -3,668 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 25,830 shares; 2024Q1: 25,255 shares; 2024Q2: 24,501 shares; 2024Q3: 24,494 shares; 2024Q4: 23,823 shares 23,823 $5.88M 0.66% -671 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 55,312 shares; 2024Q1: 58,083 shares; 2024Q2: 56,327 shares; 2024Q3: 54,407 shares; 2024Q4: 53,318 shares 53,318 $5.63M 0.64% -1,089 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 34,691 shares; 2024Q1: 33,598 shares; 2024Q2: 32,237 shares; 2024Q3: 31,330 shares; 2024Q4: 30,812 shares 30,812 $5.48M 0.62% -518 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,308 shares; 2024Q1: 10,421 shares; 2024Q2: 10,237 shares; 2024Q3: 9,692 shares; 2024Q4: 9,050 shares 9,050 $5.33M 0.6% -642 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 41,618 shares; 2024Q1: 42,055 shares; 2024Q2: 41,375 shares; 2024Q3: 41,063 shares; 2024Q4: 41,845 shares 41,845 $5.28M 0.6% +782 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,354 shares; 2024Q1: 6,179 shares; 2024Q2: 5,851 shares; 2024Q3: 5,769 shares; 2024Q4: 5,669 shares 5,669 $5.19M 0.59% -100 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 70,892 shares; 2024Q1: 75,506 shares; 2024Q2: 70,965 shares; 2024Q3: 68,856 shares; 2024Q4: 68,586 shares 68,586 $5.19M 0.59% -270 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 367,953 shares; 2024Q1: 359,131 shares; 2024Q2: 343,608 shares; 2024Q3: 231,721 shares; 2024Q4: 246,496 shares 246,496 $4.98M 0.56% +14,775 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 181,382 shares; 2024Q1: 183,938 shares; 2024Q2: 179,945 shares; 2024Q3: 200,071 shares; 2024Q4: 191,411 shares 191,411 $4.9M 0.55% -8,660 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 30,781 shares; 2024Q1: 31,117 shares; 2024Q2: 30,145 shares; 2024Q3: 29,471 shares; 2024Q4: 28,984 shares 28,984 $4.86M 0.55% -487 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 55,633 shares; 2024Q1: 55,003 shares; 2024Q2: 53,891 shares; 2024Q3: 53,676 shares; 2024Q4: 53,018 shares 53,018 $4.84M 0.55% -658 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 308,199 shares; 2024Q1: 308,199 shares; 2024Q2: 308,199 shares; 2024Q3: 308,199 shares; 2024Q4: 308,199 shares 308,199 $4.83M 0.55% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11,332 shares; 2024Q1: 11,907 shares; 2024Q2: 11,850 shares; 2024Q3: 10,734 shares; 2024Q4: 10,648 shares 10,648 $4.83M 0.55% -86 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 17,252 shares; 2024Q1: 16,858 shares; 2024Q2: 16,282 shares; 2024Q3: 15,726 shares; 2024Q4: 15,220 shares 15,220 $4.81M 0.54% -506 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 63,285 shares; 2024Q1: 63,531 shares; 2024Q2: 60,716 shares; 2024Q3: 58,836 shares; 2024Q4: 59,009 shares 59,009 $4.71M 0.53% +173 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,148,563 shares; 2024Q1: 1,148,563 shares; 2024Q2: 1,148,563 shares; 2024Q3: 1,148,563 shares; 2024Q4: 1,280,150 shares 1,280,150 $4.67M 0.53% +131,587 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 13,081 shares; 2024Q1: 12,750 shares; 2024Q2: 12,239 shares; 2024Q3: 11,825 shares; 2024Q4: 11,319 shares 11,319 $4.4M 0.5% -506 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; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 39,836 shares; 2024Q1: 51,755 shares; 2024Q2: 48,779 shares; 2024Q3: 46,941 shares; 2024Q4: 48,211 shares 48,211 $4.29M 0.49% +1,270 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 84,515 shares; 2024Q1: 96,025 shares; 2024Q2: 98,139 shares; 2024Q3: 36,271 shares; 2024Q4: 46,340 shares 46,340 $4.25M 0.48% +10,069 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 36,521 shares 36,521 $4.21M 0.48% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 39,463 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 80,661 shares; 2024Q4: 76,633 shares 76,633 $3.86M 0.44% -4,028 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 42,977 shares; 2024Q1: 31,451 shares; 2024Q2: 32,312 shares; 2024Q3: 38,138 shares; 2024Q4: 37,383 shares 37,383 $3.33M 0.38% -755 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 16,542 shares; 2024Q1: 16,511 shares; 2024Q2: 16,202 shares; 2024Q3: 15,392 shares; 2024Q4: 15,733 shares 15,733 $3M 0.34% +341 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 46,272 shares; 2024Q1: 45,898 shares; 2024Q2: 45,362 shares; 2024Q3: 43,878 shares; 2024Q4: 41,494 shares 41,494 $2.91M 0.33% -2,384 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 98,288 shares; 2024Q1: 95,879 shares; 2024Q2: 92,685 shares; 2024Q3: 91,111 shares; 2024Q4: 89,027 shares 89,027 $2.88M 0.33% -2,084 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 25,605 shares; 2024Q1: 25,644 shares; 2024Q2: 24,686 shares; 2024Q3: 24,131 shares; 2024Q4: 22,728 shares 22,728 $2.86M 0.32% -1,403 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 19,853 shares; 2024Q1: 19,575 shares; 2024Q2: 19,042 shares; 2024Q3: 18,889 shares; 2024Q4: 18,730 shares 18,730 $2.85M 0.32% -159 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,215 shares; 2024Q1: 10,056 shares; 2024Q2: 9,852 shares; 2024Q3: 9,518 shares; 2024Q4: 9,202 shares 9,202 $2.67M 0.3% -316 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; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 28,454 shares; 2024Q2: 26,908 shares; 2024Q3: 25,937 shares; 2024Q4: 27,488 shares 27,488 $2.31M 0.26% +1,551 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 32,569 shares; 2024Q1: 30,726 shares; 2024Q2: 28,786 shares; 2024Q3: 22,453 shares; 2024Q4: 20,854 shares 20,854 $2.24M 0.25% -1,599 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 22,549 shares; 2024Q1: 24,209 shares; 2024Q2: 25,654 shares; 2024Q3: 26,569 shares; 2024Q4: 21,120 shares 21,120 $2.23M 0.25% -5,449 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,010 shares; 2024Q1: 6,175 shares; 2024Q2: 6,175 shares; 2024Q3: 5,814 shares; 2024Q4: 5,814 shares 5,814 $2.13M 0.24% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,824 shares; 2024Q1: 20,814 shares; 2024Q2: 19,680 shares; 2024Q3: 18,717 shares; 2024Q4: 18,793 shares 18,793 $1.99M 0.22% +76 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 33,623 shares; 2024Q1: 33,223 shares; 2024Q2: 32,526 shares; 2024Q3: 30,908 shares; 2024Q4: 29,566 shares 29,566 $1.84M 0.21% -1,342 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 43,494 shares; 2024Q1: 44,612 shares; 2024Q2: 30,298 shares; 2024Q3: 30,195 shares; 2024Q4: 30,195 shares 30,195 $1.78M 0.2% 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; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 20,424 shares; 2024Q2: 20,073 shares; 2024Q3: 20,156 shares; 2024Q4: 22,103 shares 22,103 $1.72M 0.19% +1,947 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 127,836 shares; 2024Q1: 120,188 shares; 2024Q2: 125,814 shares; 2024Q3: 134,367 shares; 2024Q4: 130,699 shares 130,699 $1.71M 0.19% -3,668 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,155 shares; 2024Q1: 6,202 shares; 2024Q2: 6,208 shares; 2024Q3: 5,829 shares; 2024Q4: 5,698 shares 5,698 $1.69M 0.19% -131 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,977 shares; 2024Q1: 12,859 shares; 2024Q2: 12,542 shares; 2024Q3: 12,537 shares; 2024Q4: 12,493 shares 12,493 $1.61M 0.18% -44 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 215,938 shares; 2024Q2: 223,194 shares; 2024Q3: 52,882 shares; 2024Q4: 50,762 shares 50,762 $1.42M 0.16% -2,120 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,370 shares; 2024Q1: 2,370 shares; 2024Q2: 5,066 shares; 2024Q3: 5,066 shares; 2024Q4: 5,066 shares 5,066 $1.37M 0.15% 0 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,187 shares; 2024Q1: 25,348 shares; 2024Q2: 24,833 shares; 2024Q3: 24,364 shares; 2024Q4: 19,150 shares 19,150 $1.35M 0.15% -5,214 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,900 shares; 2024Q1: 21,122 shares; 2024Q2: 20,900 shares; 2024Q3: 21,104 shares; 2024Q4: 26,406 shares 26,406 $1.3M 0.15% +5,302 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; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 109,445 shares; 2024Q1: 41,622 shares; 2024Q2: 40,499 shares; 2024Q3: 16,181 shares; 2024Q4: 15,794 shares 15,794 $1.23M 0.14% -387 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,729 shares; 2024Q1: 10,729 shares; 2024Q2: 9,689 shares; 2024Q3: 9,644 shares; 2024Q4: 9,544 shares 9,544 $1.22M 0.14% -100 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,618 shares; 2024Q1: 1,498 shares; 2024Q2: 14,700 shares; 2024Q3: 8,613 shares; 2024Q4: 8,897 shares 8,897 $1.19M 0.14% +284 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,204 shares; 2024Q1: 2,262 shares; 2024Q2: 2,287 shares; 2024Q3: 2,058 shares; 2024Q4: 2,067 shares 2,067 $1.18M 0.13% +9 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,558 shares; 2024Q1: 5,489 shares; 2024Q2: 5,497 shares; 2024Q3: 5,136 shares; 2024Q4: 4,881 shares 4,881 $1.1M 0.12% -255 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,488 shares; 2024Q1: 8,124 shares; 2024Q2: 9,264 shares; 2024Q3: 10,113 shares; 2024Q4: 10,113 shares 10,113 $1.08M 0.12% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 2,989 shares; 2024Q3: 2,989 shares; 2024Q4: 2,490 shares 2,490 $1.04M 0.12% -499 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 21,569 shares; 2024Q1: 21,569 shares; 2024Q2: 21,569 shares; 2024Q3: 21,569 shares; 2024Q4: 21,569 shares 21,569 $1.02M 0.12% 0 Timeline RWAY RUNWAY GROWTH FINANCE CORP More: the full row for RUNWAY GROWTH FINANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37,363 shares; 2024Q3: 37,649 shares; 2024Q4: 88,720 shares 88,720 $972K 0.11% +51,071 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,887 shares; 2024Q1: 10,527 shares; 2024Q2: 20,754 shares; 2024Q3: 19,345 shares; 2024Q4: 20,144 shares 20,144 $963K 0.11% +799 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,739 shares; 2024Q1: 4,110 shares; 2024Q2: 4,064 shares; 2024Q3: 3,883 shares; 2024Q4: 3,992 shares 3,992 $882K 0.1% +109 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,188 shares; 2024Q1: 1,194 shares; 2024Q2: 1,268 shares; 2024Q3: 1,268 shares; 2024Q4: 1,245 shares 1,245 $877K 0.1% -23 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 43,449 shares; 2024Q1: 4,578 shares; 2024Q2: 4,578 shares; 2024Q3: 4,546 shares; 2024Q4: 4,462 shares 4,462 $874K 0.1% -84 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,523 shares; 2024Q1: 1,473 shares; 2024Q2: 1,432 shares; 2024Q3: 1,389 shares; 2024Q4: 1,479 shares 1,479 $866K 0.1% +90 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,523 shares; 2024Q1: 4,523 shares; 2024Q2: 4,523 shares; 2024Q3: 4,523 shares; 2024Q4: 4,523 shares 4,523 $859K 0.1% 0 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 73,002 shares; 2024Q1: 73,002 shares; 2024Q2: 71,091 shares; 2024Q3: 60,637 shares; 2024Q4: 60,313 shares 60,313 $844K 0.1% -324 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,542 shares; 2024Q1: 2,042 shares; 2024Q2: 2,000 shares; 2024Q3: 1,986 shares; 2024Q4: 1,986 shares 1,986 $841K 0.1% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 35,783 shares; 2024Q1: 35,481 shares; 2024Q2: 35,302 shares; 2024Q3: 34,427 shares; 2024Q4: 35,427 shares 35,427 $807K 0.09% +1,000 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,684 shares; 2024Q1: 16,090 shares; 2024Q2: 18,395 shares; 2024Q3: 20,026 shares; 2024Q4: 20,026 shares 20,026 $788K 0.09% 0 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 16,000 shares; 2024Q1: 16,000 shares; 2024Q2: 16,000 shares; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares 16,000 $734K 0.08% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 31,103 shares; 2024Q1: 30,569 shares; 2024Q2: 27,914 shares; 2024Q3: 27,395 shares; 2024Q4: 27,252 shares 27,252 $723K 0.08% -143 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,435 shares; 2024Q1: 2,327 shares; 2024Q2: 2,338 shares; 2024Q3: 2,253 shares; 2024Q4: 1,423 shares 1,423 $720K 0.08% -830 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,607 shares; 2024Q1: 1,607 shares; 2024Q2: 2,280 shares; 2024Q3: 2,280 shares; 2024Q4: 2,230 shares 2,230 $718K 0.08% -50 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,685 shares; 2024Q1: 6,735 shares; 2024Q2: 7,373 shares; 2024Q3: 8,261 shares; 2024Q4: 8,261 shares 8,261 $709K 0.08% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,820 shares; 2024Q1: 7,255 shares; 2024Q2: 8,005 shares; 2024Q3: 9,293 shares; 2024Q4: 9,293 shares 9,293 $708K 0.08% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,474 shares; 2024Q1: 1,534 shares; 2024Q2: 1,537 shares; 2024Q3: 1,373 shares; 2024Q4: 1,346 shares 1,346 $700K 0.08% -27 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,642 shares; 2024Q1: 4,733 shares; 2024Q2: 4,683 shares; 2024Q3: 4,309 shares; 2024Q4: 4,275 shares 4,275 $695K 0.08% -34 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11,846 shares; 2024Q1: 11,846 shares; 2024Q2: 10,593 shares; 2024Q3: 10,591 shares; 2024Q4: 10,582 shares 10,582 $689K 0.08% -9 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8,145 shares; 2024Q1: 8,161 shares; 2024Q2: 7,894 shares; 2024Q3: 7,234 shares; 2024Q4: 6,813 shares 6,813 $676K 0.08% -421 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 17,340 shares; 2024Q1: 15,242 shares; 2024Q2: 15,018 shares; 2024Q3: 13,679 shares; 2024Q4: 12,540 shares 12,540 $654K 0.07% -1,139 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,275 shares; 2024Q1: 1,267 shares; 2024Q2: 1,243 shares; 2024Q3: 1,240 shares; 2024Q4: 1,240 shares 1,240 $653K 0.07% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 761 shares; 2024Q1: 772 shares; 2024Q2: 848 shares; 2024Q3: 772 shares; 2024Q4: 828 shares 828 $639K 0.07% +56 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,031 shares; 2024Q1: 3,031 shares; 2024Q2: 3,031 shares; 2024Q3: 3,031 shares; 2024Q4: 2,936 shares 2,936 $634K 0.07% -95 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 16,889 shares; 2024Q1: 17,112 shares; 2024Q2: 17,172 shares; 2024Q3: 15,062 shares; 2024Q4: 14,411 shares 14,411 $633K 0.07% -651 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,385 shares; 2024Q1: 1,385 shares; 2024Q2: 1,184 shares; 2024Q3: 1,182 shares; 2024Q4: 1,018 shares 1,018 $633K 0.07% -164 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; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 36,470 shares; 2024Q1: 35,172 shares; 2024Q2: 34,177 shares; 2024Q3: 33,413 shares; 2024Q4: 32,809 shares 32,809 $622K 0.07% -604 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,774 shares; 2024Q1: 5,655 shares; 2024Q2: 5,449 shares; 2024Q3: 5,383 shares; 2024Q4: 5,371 shares 5,371 $608K 0.07% -12 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; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,543 shares; 2024Q1: 2,543 shares; 2024Q2: 2,513 shares; 2024Q3: 2,513 shares; 2024Q4: 2,513 shares 2,513 $605K 0.07% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,819 shares; 2024Q3: 2,716 shares; 2024Q4: 2,716 shares 2,716 $579K 0.07% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 16,031 shares; 2024Q1: 16,307 shares; 2024Q2: 15,274 shares; 2024Q3: 15,239 shares; 2024Q4: 15,238 shares 15,238 $572K 0.06% -1 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,240 shares; 2024Q1: 1,240 shares; 2024Q2: 1,240 shares; 2024Q3: 1,188 shares; 2024Q4: 1,188 shares 1,188 $562K 0.06% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 973 shares; 2024Q1: 973 shares; 2024Q2: 868 shares; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares 1,035 $558K 0.06% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,893 shares; 2024Q1: 2,887 shares; 2024Q2: 2,858 shares; 2024Q3: 2,456 shares; 2024Q4: 2,396 shares 2,396 $546K 0.06% -60 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,464 shares; 2024Q1: 2,521 shares; 2024Q2: 2,456 shares; 2024Q3: 2,348 shares; 2024Q4: 2,327 shares 2,327 $546K 0.06% -21 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,880 shares; 2024Q1: 6,812 shares; 2024Q2: 6,223 shares; 2024Q3: 6,219 shares; 2024Q4: 5,485 shares 5,485 $546K 0.06% -734 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,506 shares; 2024Q1: 1,531 shares; 2024Q2: 1,498 shares; 2024Q3: 1,478 shares; 2024Q4: 2,956 shares 2,956 $538K 0.06% +1,478 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,579 shares; 2024Q1: 3,579 shares; 2024Q2: 5,379 shares; 2024Q3: 5,148 shares; 2024Q4: 5,252 shares 5,252 $533K 0.06% +104 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,748 shares; 2024Q1: 1,827 shares; 2024Q2: 1,803 shares; 2024Q3: 1,803 shares; 2024Q4: 2,275 shares 2,275 $529K 0.06% +472 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,509 shares; 2024Q1: 2,528 shares; 2024Q2: 2,542 shares; 2024Q3: 2,323 shares; 2024Q4: 2,288 shares 2,288 $525K 0.06% -35 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,182 shares; 2024Q1: 3,273 shares; 2024Q2: 3,178 shares; 2024Q3: 2,943 shares; 2024Q4: 2,582 shares 2,582 $521K 0.06% -361 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,897 shares; 2024Q1: 2,906 shares; 2024Q2: 2,606 shares; 2024Q3: 2,341 shares; 2024Q4: 2,341 shares 2,341 $515K 0.06% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 963 shares; 2024Q1: 963 shares; 2024Q2: 963 shares; 2024Q3: 963 shares; 2024Q4: 963 shares 963 $501K 0.06% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,550 shares; 2024Q3: 8,655 shares; 2024Q4: 8,655 shares 8,655 $497K 0.06% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 29,532 shares; 2024Q1: 3,193 shares; 2024Q2: 2,704 shares; 2024Q3: 2,615 shares; 2024Q4: 2,591 shares 2,591 $486K 0.05% -24 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,832 shares; 2024Q1: 2,897 shares; 2024Q2: 2,916 shares; 2024Q3: 2,221 shares; 2024Q4: 2,734 shares 2,734 $484K 0.05% +513 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,651 shares; 2024Q1: 13,511 shares; 2024Q2: 12,605 shares; 2024Q3: 11,977 shares; 2024Q4: 11,840 shares 11,840 $473K 0.05% -137 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 9,340 shares; 2024Q1: 9,236 shares; 2024Q2: 8,415 shares; 2024Q3: 7,981 shares; 2024Q4: 7,671 shares 7,671 $458K 0.05% -310 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,253 shares; 2024Q1: 5,811 shares; 2024Q2: 5,628 shares; 2024Q3: 1,618 shares; 2024Q4: 1,278 shares 1,278 $450K 0.05% -340 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; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,744 shares; 2024Q1: 7,601 shares; 2024Q2: 7,325 shares; 2024Q3: 7,166 shares; 2024Q4: 445 shares 445 $446K 0.05% -6,721 TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,982 shares; 2024Q1: 2,982 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,103 shares 1,103 $445K 0.05% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,626 shares; 2024Q1: 5,454 shares; 2024Q2: 5,534 shares; 2024Q3: 5,124 shares; 2024Q4: 4,941 shares 4,941 $441K 0.05% -183 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,051 shares; 2024Q1: 1,051 shares; 2024Q2: 1,050 shares; 2024Q3: 1,050 shares; 2024Q4: 1,048 shares 1,048 $439K 0.05% -2 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,680 shares; 2024Q1: 7,666 shares; 2024Q2: 7,909 shares; 2024Q3: 8,162 shares; 2024Q4: 8,162 shares 8,162 $414K 0.05% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,571 shares; 2024Q1: 3,477 shares; 2024Q2: 3,448 shares; 2024Q3: 3,289 shares; 2024Q4: 3,046 shares 3,046 $412K 0.05% -243 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 695 shares; 2024Q1: 693 shares; 2024Q2: 729 shares; 2024Q3: 729 shares; 2024Q4: 718 shares 718 $409K 0.05% -11 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,921 shares; 2024Q1: 4,454 shares; 2024Q2: 3,846 shares; 2024Q3: 3,817 shares; 2024Q4: 3,647 shares 3,647 $406K 0.05% -170 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,630 shares; 2024Q1: 5,477 shares; 2024Q2: 5,256 shares; 2024Q3: 4,906 shares; 2024Q4: 4,906 shares 4,906 $402K 0.05% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,200 shares; 2024Q1: 4,186 shares; 2024Q2: 4,184 shares; 2024Q3: 4,179 shares; 2024Q4: 4,179 shares 4,179 $380K 0.04% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,525 shares; 2024Q1: 3,871 shares; 2024Q2: 4,094 shares; 2024Q3: 4,257 shares; 2024Q4: 4,257 shares 4,257 $378K 0.04% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,136 shares; 2024Q1: 3,106 shares; 2024Q2: 3,188 shares; 2024Q3: 2,645 shares; 2024Q4: 2,524 shares 2,524 $376K 0.04% -121 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,875 shares; 2024Q2: 1,875 shares; 2024Q3: 1,425 shares; 2024Q4: 1,487 shares 1,487 $360K 0.04% +62 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,969 shares; 2024Q1: 2,186 shares; 2024Q2: 2,155 shares; 2024Q3: 2,140 shares; 2024Q4: 2,139 shares 2,139 $357K 0.04% -1 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,525 shares; 2024Q1: 4,377 shares; 2024Q2: 4,300 shares; 2024Q3: 4,144 shares; 2024Q4: 4,022 shares 4,022 $356K 0.04% -122 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,681 shares; 2024Q1: 2,446 shares; 2024Q2: 2,384 shares; 2024Q3: 1,938 shares; 2024Q4: 2,307 shares 2,307 $354K 0.04% +369 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,985 shares; 2024Q1: 3,102 shares; 2024Q2: 3,776 shares; 2024Q3: 3,828 shares; 2024Q4: 3,828 shares 3,828 $354K 0.04% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,152 shares; 2024Q1: 2,193 shares; 2024Q2: 2,222 shares; 2024Q3: 1,933 shares; 2024Q4: 1,647 shares 1,647 $350K 0.04% -286 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,446 shares; 2024Q1: 1,446 shares; 2024Q2: 1,371 shares; 2024Q3: 1,193 shares; 2024Q4: 941 shares 941 $341K 0.04% -252 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 17,649 shares; 2024Q1: 18,649 shares; 2024Q2: 18,415 shares; 2024Q3: 17,415 shares; 2024Q4: 17,415 shares 17,415 $341K 0.04% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,321 shares; 2024Q1: 3,321 shares; 2024Q2: 3,262 shares; 2024Q3: 3,262 shares; 2024Q4: 3,262 shares 3,262 $337K 0.04% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,166 shares; 2024Q1: 6,755 shares; 2024Q2: 6,389 shares; 2024Q3: 6,405 shares; 2024Q4: 5,933 shares 5,933 $336K 0.04% -472 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8,903 shares; 2024Q1: 9,145 shares; 2024Q2: 8,972 shares; 2024Q3: 8,969 shares; 2024Q4: 4,673 shares 4,673 $335K 0.04% -4,296 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,647 shares 3,647 $333K 0.04% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,728 shares; 2024Q3: 1,728 shares; 2024Q4: 1,728 shares 1,728 $330K 0.04% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,730 shares; 2024Q1: 2,576 shares; 2024Q2: 2,571 shares; 2024Q3: 2,490 shares; 2024Q4: 2,490 shares 2,490 $326K 0.04% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,201 shares; 2024Q1: 6,238 shares; 2024Q2: 6,273 shares; 2024Q3: 6,357 shares; 2024Q4: 5,487 shares 5,487 $325K 0.04% -870 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,954 shares 5,954 $311K 0.04% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,054 shares; 2024Q1: 5,054 shares; 2024Q2: 4,869 shares; 2024Q3: 4,869 shares; 2024Q4: 4,869 shares 4,869 $310K 0.04% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 364 shares; 2024Q2: 546 shares; 2024Q3: 546 shares; 2024Q4: 543 shares 543 $309K 0.03% -3 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,311 shares; 2024Q1: 3,133 shares; 2024Q2: 3,133 shares; 2024Q3: 3,076 shares; 2024Q4: 3,338 shares 3,338 $304K 0.03% +262 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,900 shares; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares 5,900 $300K 0.03% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,261 shares; 2024Q1: 2,255 shares; 2024Q2: 1,556 shares; 2024Q3: 1,556 shares; 2024Q4: 1,553 shares 1,553 $299K 0.03% -3 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 623 shares; 2024Q1: 623 shares; 2024Q2: 563 shares; 2024Q3: 561 shares; 2024Q4: 561 shares 561 $299K 0.03% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,310 shares; 2024Q1: 1,333 shares; 2024Q2: 1,319 shares; 2024Q3: 1,197 shares; 2024Q4: 1,076 shares 1,076 $297K 0.03% -121 Timeline PETS PETMED EXPRESS INC More: the full row for PETMED EXPRESS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,600 shares; 2024Q1: 60,418 shares; 2024Q2: 60,418 shares; 2024Q3: 60,000 shares; 2024Q4: 60,000 shares 60,000 $289K 0.03% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,796 shares; 2024Q1: 2,704 shares; 2024Q2: 2,704 shares; 2024Q3: 2,462 shares; 2024Q4: 2,489 shares 2,489 $287K 0.03% +27 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 906 shares; 2024Q2: 967 shares; 2024Q3: 966 shares; 2024Q4: 966 shares 966 $283K 0.03% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,227 shares 5,227 $277K 0.03% new Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,300 shares; 2024Q1: 1,300 shares; 2024Q2: 1,300 shares; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares 1,300 $276K 0.03% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,726 shares; 2024Q1: 2,726 shares; 2024Q2: 2,555 shares; 2024Q3: 2,555 shares; 2024Q4: 2,554 shares 2,554 $275K 0.03% -1 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 594 shares; 2024Q1: 590 shares; 2024Q2: 590 shares; 2024Q3: 584 shares; 2024Q4: 584 shares 584 $274K 0.03% 0 Timeline 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; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,912 shares; 2024Q1: 2,912 shares; 2024Q2: 2,948 shares; 2024Q3: 2,875 shares; 2024Q4: 2,875 shares 2,875 $270K 0.03% 0 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 14,600 shares; 2024Q1: 14,600 shares; 2024Q2: 14,600 shares; 2024Q3: 14,600 shares; 2024Q4: 14,600 shares 14,600 $267K 0.03% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 6,245 shares; 2024Q2: 6,963 shares; 2024Q3: 7,818 shares; 2024Q4: 7,818 shares 7,818 $261K 0.03% 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; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 3,343 shares; 2024Q2: 3,343 shares; 2024Q3: 3,343 shares; 2024Q4: 3,343 shares 3,343 $260K 0.03% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 416 shares; 2024Q1: 416 shares; 2024Q2: 414 shares; 2024Q3: 414 shares; 2024Q4: 412 shares 412 $260K 0.03% -2 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,120 shares; 2024Q1: 3,123 shares; 2024Q2: 3,253 shares; 2024Q3: 2,856 shares; 2024Q4: 2,809 shares 2,809 $259K 0.03% -47 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; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,467 shares; 2024Q1: 1,601 shares; 2024Q2: 1,599 shares; 2024Q3: 1,299 shares; 2024Q4: 1,219 shares 1,219 $259K 0.03% -80 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,070 shares; 2024Q1: 3,176 shares; 2024Q2: 2,770 shares; 2024Q3: 2,770 shares; 2024Q4: 2,770 shares 2,770 $255K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 15,123 shares; 2024Q1: 14,380 shares; 2024Q2: 13,329 shares; 2024Q3: 12,134 shares; 2024Q4: 12,113 shares 12,113 $243K 0.03% -21 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 605 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares 600 $242K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,528 shares; 2024Q1: 5,239 shares; 2024Q2: 5,180 shares; 2024Q3: 4,533 shares; 2024Q4: 4,533 shares 4,533 $237K 0.03% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 501 shares; 2024Q1: 545 shares; 2024Q2: 565 shares; 2024Q3: 564 shares; 2024Q4: 487 shares 487 $237K 0.03% -77 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 807 shares; 2024Q3: 807 shares; 2024Q4: 807 shares 807 $233K 0.03% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 569 shares; 2024Q3: 569 shares; 2024Q4: 569 shares 569 $228K 0.03% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 3,415 shares; 2024Q2: 3,249 shares; 2024Q3: 3,106 shares; 2024Q4: 3,246 shares 3,246 $228K 0.03% +140 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,792 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,649 shares; 2024Q4: 1,819 shares 1,819 $227K 0.03% +170 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,954 shares; 2024Q1: 3,954 shares; 2024Q2: 3,921 shares; 2024Q3: 3,921 shares; 2024Q4: 3,921 shares 3,921 $225K 0.03% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,488 shares; 2024Q1: 1,494 shares; 2024Q2: 1,491 shares; 2024Q3: 1,369 shares; 2024Q4: 1,173 shares 1,173 $220K 0.02% -196 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,894 shares 2,894 $219K 0.02% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,477 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,342 shares; 2024Q4: 1,589 shares 1,589 $219K 0.02% +247 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 582 shares; 2024Q2: 606 shares; 2024Q3: 606 shares; 2024Q4: 606 shares 606 $218K 0.02% 0 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,116 shares; 2024Q1: 6,168 shares; 2024Q2: 5,773 shares; 2024Q3: 5,288 shares; 2024Q4: 4,854 shares 4,854 $216K 0.02% -434 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; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,600 shares 2,600 $214K 0.02% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 688 shares; 2024Q2: 667 shares; 2024Q3: 643 shares; 2024Q4: 641 shares 641 $213K 0.02% -2 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; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 3,071 shares; 2024Q2: 3,262 shares; 2024Q3: not reported; 2024Q4: 2,874 shares 2,874 $213K 0.02% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,447 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,447 shares; 2024Q4: 3,145 shares 3,145 $212K 0.02% -302 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 561 shares; 2024Q1: 569 shares; 2024Q2: 588 shares; 2024Q3: 476 shares; 2024Q4: 470 shares 470 $209K 0.02% -6 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,092 shares; 2024Q1: 4,092 shares; 2024Q2: 4,065 shares; 2024Q3: 4,065 shares; 2024Q4: 4,065 shares 4,065 $205K 0.02% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,115 shares; 2024Q2: 1,130 shares; 2024Q3: 5,275 shares; 2024Q4: 5,120 shares 5,120 $204K 0.02% -155 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,787 shares; 2024Q2: 1,856 shares; 2024Q3: not reported; 2024Q4: 1,031 shares 1,031 $204K 0.02% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,183 shares; 2024Q4: 3,038 shares 3,038 $201K 0.02% -145 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 575 shares 575 $200K 0.02% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,615 shares 4,615 $200K 0.02% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 18,185 shares; 2024Q1: 18,151 shares; 2024Q2: 18,801 shares; 2024Q3: 15,147 shares; 2024Q4: 13,433 shares 13,433 $135K 0.02% -1,714 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 50,000 shares; 2024Q1: 50,000 shares; 2024Q2: 50,000 shares; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares 50,000 $125K 0.01% 0 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; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 15,683 shares; 2024Q1: 15,683 shares; 2024Q2: 15,683 shares; 2024Q3: 15,683 shares; 2024Q4: 15,683 shares 15,683 $123K 0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 14,539 shares; 2024Q1: 14,539 shares; 2024Q2: 14,437 shares; 2024Q3: 14,437 shares; 2024Q4: 12,550 shares 12,550 $111K 0.01% -1,887 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11,200 shares; 2024Q1: 11,200 shares; 2024Q2: 11,200 shares; 2024Q3: 11,200 shares; 2024Q4: 11,200 shares 11,200 $66.9K 0.01% 0 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,170 shares; 2024Q1: 12,170 shares; 2024Q2: 12,170 shares; 2024Q3: 12,170 shares; 2024Q4: 12,170 shares 12,170 $43.3K <0.01% 0 Timeline