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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 391,600 shares; 2024Q1: 385,689 shares 385,689 $62.8M 7.21% -5,911 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 186,506 shares; 2024Q1: 180,839 shares 180,839 $62.2M 7.15% -5,667 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,478,945 shares; 2024Q1: 1,477,865 shares 1,477,865 $51.9M 5.97% -1,080 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 981,908 shares; 2024Q1: 1,040,251 shares 1,040,251 $48.4M 5.56% +58,343 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 351,734 shares; 2024Q1: 344,045 shares 344,045 $35.7M 4.1% -7,689 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 661,883 shares; 2024Q1: 650,710 shares 650,710 $35.4M 4.07% -11,173 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 480,625 shares; 2024Q1: 519,325 shares 519,325 $24.6M 2.83% +38,700 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 55,236 shares; 2024Q1: 54,316 shares 54,316 $22.9M 2.62% -920 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 692,685 shares; 2024Q1: 687,878 shares 687,878 $21.2M 2.44% -4,807 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 334,324 shares; 2024Q1: 338,261 shares 338,261 $19.6M 2.25% +3,937 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 116,831 shares; 2024Q1: 111,366 shares 111,366 $19.1M 2.19% -5,465 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 283,648 shares; 2024Q1: 279,816 shares 279,816 $15.3M 1.76% -3,832 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 322,658 shares; 2024Q1: 322,816 shares 322,816 $13.5M 1.55% +158 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 91,898 shares; 2024Q1: 88,851 shares 88,851 $13.4M 1.54% -3,047 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 168,385 shares; 2024Q1: 179,226 shares 179,226 $13M 1.49% +10,841 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 47,146 shares; 2024Q1: 46,074 shares 46,074 $12M 1.38% -1,072 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 63,409 shares; 2024Q1: 62,329 shares 62,329 $12M 1.37% -1,080 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 56,603 shares; 2024Q1: 55,223 shares 55,223 $11.1M 1.27% -1,380 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,385 shares; 2024Q1: 7,963 shares 7,963 $10.6M 1.21% -2,422 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 54,430 shares; 2024Q1: 53,732 shares 53,732 $9.69M 1.11% -698 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 54,667 shares; 2024Q1: 57,316 shares 57,316 $9.04M 1.04% +2,649 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 84,515 shares; 2024Q1: 96,025 shares 96,025 $8.87M 1.02% +11,510 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 33,042 shares; 2024Q1: 33,997 shares 33,997 $8.84M 1.01% +955 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 55,829 shares; 2024Q1: 55,736 shares 55,736 $8.82M 1.01% -93 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 30,452 shares; 2024Q1: 29,711 shares 29,711 $8.45M 0.97% -741 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 286,790 shares; 2024Q1: 281,111 shares 281,111 $7.89M 0.91% -5,679 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 63,977 shares; 2024Q1: 62,283 shares 62,283 $7.82M 0.9% -1,694 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 91,479 shares; 2024Q1: 78,254 shares 78,254 $7.63M 0.88% -13,225 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 186,610 shares; 2024Q1: 90,585 shares 90,585 $7.41M 0.85% -96,025 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 239,048 shares; 2024Q1: 234,037 shares 234,037 $7.21M 0.83% -5,011 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 367,953 shares; 2024Q1: 359,131 shares 359,131 $7.01M 0.81% -8,822 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 147,598 shares; 2024Q1: 145,594 shares 145,594 $6.93M 0.8% -2,004 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 37,349 shares; 2024Q1: 109,175 shares 109,175 $6.57M 0.75% +71,826 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 25,830 shares; 2024Q1: 25,255 shares 25,255 $6.43M 0.74% -575 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,744 shares; 2024Q1: 7,601 shares 7,601 $6.34M 0.73% -143 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 41,618 shares; 2024Q1: 42,055 shares 42,055 $6.25M 0.72% +437 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 55,312 shares; 2024Q1: 58,083 shares 58,083 $6.13M 0.7% +2,771 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 34,691 shares; 2024Q1: 33,598 shares 33,598 $6.12M 0.7% -1,093 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 215,938 shares 215,938 $6.09M 0.7% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 135,692 shares; 2024Q1: 120,909 shares 120,909 $6.03M 0.69% -14,783 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11,244 shares; 2024Q1: 11,274 shares 11,274 $5.9M 0.68% +30 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 63,285 shares; 2024Q1: 63,531 shares 63,531 $5.54M 0.64% +246 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,308 shares; 2024Q1: 10,421 shares 10,421 $5.48M 0.63% +113 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 308,199 shares; 2024Q1: 308,199 shares 308,199 $5.08M 0.58% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 30,781 shares; 2024Q1: 31,117 shares 31,117 $5.05M 0.58% +336 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 79,905 shares; 2024Q1: 154,071 shares 154,071 $5.04M 0.58% +74,166 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 55,633 shares; 2024Q1: 55,003 shares 55,003 $5.03M 0.58% -630 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11,332 shares; 2024Q1: 11,907 shares 11,907 $5.01M 0.58% +575 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 70,892 shares; 2024Q1: 75,506 shares 75,506 $4.96M 0.57% +4,614 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,148,563 shares; 2024Q1: 1,148,563 shares 1,148,563 $4.93M 0.57% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 13,081 shares; 2024Q1: 12,750 shares 12,750 $4.89M 0.56% -331 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 181,382 shares; 2024Q1: 183,938 shares 183,938 $4.73M 0.54% +2,556 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 17,252 shares; 2024Q1: 16,858 shares 16,858 $4.7M 0.54% -394 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,354 shares; 2024Q1: 6,179 shares 6,179 $4.53M 0.52% -175 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 39,836 shares; 2024Q1: 51,755 shares 51,755 $4.48M 0.51% +11,919 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 32,569 shares; 2024Q1: 30,726 shares 30,726 $3.57M 0.41% -1,843 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 19,853 shares; 2024Q1: 19,575 shares 19,575 $3.43M 0.39% -278 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 109,445 shares; 2024Q1: 41,622 shares 41,622 $3.22M 0.37% -67,823 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 36,712 shares; 2024Q1: 32,055 shares 32,055 $3.05M 0.35% -4,657 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 98,288 shares; 2024Q1: 95,879 shares 95,879 $2.99M 0.34% -2,409 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,215 shares; 2024Q1: 10,056 shares 10,056 $2.84M 0.33% -159 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 42,977 shares; 2024Q1: 31,451 shares 31,451 $2.82M 0.32% -11,526 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,824 shares; 2024Q1: 20,814 shares 20,814 $2.71M 0.31% -10 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 43,494 shares; 2024Q1: 44,612 shares 44,612 $2.69M 0.31% +1,118 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 46,272 shares; 2024Q1: 45,898 shares 45,898 $2.66M 0.31% -374 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 28,454 shares 28,454 $2.64M 0.3% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 22,549 shares; 2024Q1: 24,209 shares 24,209 $2.54M 0.29% +1,660 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 16,542 shares; 2024Q1: 16,511 shares 16,511 $2.51M 0.29% -31 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 25,605 shares; 2024Q1: 25,644 shares 25,644 $2.41M 0.28% +39 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 33,623 shares; 2024Q1: 33,223 shares 33,223 $2.03M 0.23% -400 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,253 shares; 2024Q1: 5,811 shares 5,811 $2.01M 0.23% +4,558 Timeline BIV 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 26,237 shares; 2024Q1: 25,807 shares 25,807 $1.95M 0.22% -430 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,010 shares; 2024Q1: 6,175 shares 6,175 $1.88M 0.22% +165 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 20,424 shares 20,424 $1.83M 0.21% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 127,836 shares; 2024Q1: 120,188 shares 120,188 $1.72M 0.2% -7,648 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,187 shares; 2024Q1: 25,348 shares 25,348 $1.45M 0.17% +18,161 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,155 shares; 2024Q1: 6,202 shares 6,202 $1.41M 0.16% +47 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,977 shares; 2024Q1: 12,859 shares 12,859 $1.36M 0.16% -118 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,618 shares; 2024Q1: 1,498 shares 1,498 $1.35M 0.16% -120 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,729 shares; 2024Q1: 10,729 shares 10,729 $1.3M 0.15% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares 3,000 $1.25M 0.14% 0 Timeline JNUG DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 32,720 shares; 2024Q1: 36,615 shares 36,615 $1.22M 0.14% +3,895 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,902 shares; 2024Q1: 7,902 shares 7,902 $1.16M 0.13% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,435 shares; 2024Q1: 2,327 shares 2,327 $1.15M 0.13% -108 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,558 shares; 2024Q1: 5,489 shares 5,489 $1.13M 0.13% -69 Timeline EU ENCORE ENERGY CORP More: the full row for ENCORE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 249,699 shares; 2024Q1: 249,699 shares 249,699 $1.09M 0.13% 0 Timeline SLVO UBS AG More: the full row for UBS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,225 shares; 2024Q1: 14,525 shares 14,525 $1.09M 0.13% -5,700 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,411 shares; 2024Q1: 11,258 shares 11,258 $1.04M 0.12% +8,847 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,900 shares; 2024Q1: 21,122 shares 21,122 $1.04M 0.12% +222 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8,145 shares; 2024Q1: 8,161 shares 8,161 $1.04M 0.12% +16 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 40,591 shares; 2024Q1: 40,591 shares 40,591 $1.03M 0.12% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 21,569 shares; 2024Q1: 21,569 shares 21,569 $1.03M 0.12% 0 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 507,000 shares; 2024Q1: 522,000 shares 522,000 $1.02M 0.12% +15,000 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 124,426 shares; 2024Q1: 126,426 shares 126,426 $982K 0.11% +2,000 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,642 shares; 2024Q1: 4,733 shares 4,733 $976K 0.11% +91 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 73,002 shares; 2024Q1: 73,002 shares 73,002 $966K 0.11% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,204 shares; 2024Q1: 2,262 shares 2,262 $945K 0.11% +58 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,880 shares; 2024Q1: 6,812 shares 6,812 $899K 0.1% -68 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,474 shares; 2024Q1: 1,534 shares 1,534 $892K 0.1% +60 Timeline URNJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 26,880 shares; 2024Q1: 34,880 shares 34,880 $887K 0.1% +8,000 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,488 shares; 2024Q1: 8,124 shares 8,124 $874K 0.1% +1,636 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,739 shares; 2024Q1: 4,110 shares 4,110 $864K 0.1% +371 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,188 shares; 2024Q1: 1,194 shares 1,194 $861K 0.1% +6 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 31,103 shares; 2024Q1: 30,569 shares 30,569 $848K 0.1% -534 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,542 shares; 2024Q1: 2,042 shares 2,042 $839K 0.1% +500 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 43,449 shares; 2024Q1: 4,578 shares 4,578 $836K 0.1% -38,871 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 17,340 shares; 2024Q1: 15,242 shares 15,242 $814K 0.09% -2,098 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,523 shares; 2024Q1: 4,523 shares 4,523 $793K 0.09% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11,846 shares; 2024Q1: 11,846 shares 11,846 $738K 0.08% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,385 shares; 2024Q1: 1,385 shares 1,385 $726K 0.08% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,523 shares; 2024Q1: 1,473 shares 1,473 $715K 0.08% -50 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 36,470 shares; 2024Q1: 35,172 shares 35,172 $715K 0.08% -1,298 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,893 shares; 2024Q1: 2,887 shares 2,887 $710K 0.08% -6 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 16,031 shares; 2024Q1: 16,307 shares 16,307 $707K 0.08% +276 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,182 shares; 2024Q1: 3,273 shares 3,273 $698K 0.08% +91 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 24,151 shares; 2024Q1: 12,739 shares 12,739 $696K 0.08% -11,412 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 16,000 shares; 2024Q1: 16,000 shares 16,000 $681K 0.08% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 16,889 shares; 2024Q1: 17,112 shares 17,112 $649K 0.07% +223 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 9,340 shares; 2024Q1: 9,236 shares 9,236 $647K 0.07% -104 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,774 shares; 2024Q1: 5,655 shares 5,655 $643K 0.07% -119 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,464 shares; 2024Q1: 2,521 shares 2,521 $643K 0.07% +57 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 15,123 shares; 2024Q1: 14,380 shares 14,380 $635K 0.07% -743 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,509 shares; 2024Q1: 2,528 shares 2,528 $631K 0.07% +19 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,684 shares; 2024Q1: 16,090 shares 16,090 $625K 0.07% +3,406 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 35,783 shares; 2024Q1: 35,481 shares 35,481 $624K 0.07% -302 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,571 shares; 2024Q1: 3,477 shares 3,477 $616K 0.07% -94 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,275 shares; 2024Q1: 1,267 shares 1,267 $610K 0.07% -8 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,031 shares; 2024Q1: 3,031 shares 3,031 $601K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 761 shares; 2024Q1: 772 shares 772 $601K 0.07% +11 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,543 shares; 2024Q1: 2,543 shares 2,543 $585K 0.07% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8,903 shares; 2024Q1: 9,145 shares 9,145 $584K 0.07% +242 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,820 shares; 2024Q1: 7,255 shares 7,255 $580K 0.07% +1,435 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,370 shares; 2024Q1: 2,370 shares 2,370 $568K 0.07% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,651 shares; 2024Q1: 13,511 shares 13,511 $567K 0.07% -7,140 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,832 shares; 2024Q1: 2,897 shares 2,897 $559K 0.06% +65 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 29,532 shares; 2024Q1: 3,193 shares 3,193 $556K 0.06% -26,339 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,897 shares; 2024Q1: 2,906 shares 2,906 $555K 0.06% +9 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,921 shares; 2024Q1: 4,454 shares 4,454 $545K 0.06% -467 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 963 shares; 2024Q1: 963 shares 963 $540K 0.06% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 80,548 shares; 2024Q1: 64,497 shares 64,497 $535K 0.06% -16,051 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,446 shares; 2024Q1: 1,446 shares 1,446 $530K 0.06% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,887 shares; 2024Q1: 10,527 shares 10,527 $528K 0.06% +3,640 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,982 shares; 2024Q1: 2,982 shares 2,982 $524K 0.06% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,685 shares; 2024Q1: 6,735 shares 6,735 $514K 0.06% +1,050 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,051 shares; 2024Q1: 1,051 shares 1,051 $488K 0.06% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,240 shares; 2024Q1: 1,240 shares 1,240 $487K 0.06% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 5,977 shares 5,977 $482K 0.06% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 973 shares; 2024Q1: 973 shares 973 $468K 0.05% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,607 shares; 2024Q1: 1,607 shares 1,607 $463K 0.05% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 24,507 shares 24,507 $460K 0.05% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,506 shares; 2024Q1: 1,531 shares 1,531 $435K 0.05% +25 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,152 shares; 2024Q1: 2,193 shares 2,193 $434K 0.05% +41 Timeline PROSHARES TR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 49,500 shares; 2024Q1: 49,500 shares 49,500 $434K 0.05% 0 ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,136 shares; 2024Q1: 3,106 shares 3,106 $427K 0.05% -30 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,681 shares; 2024Q1: 2,446 shares 2,446 $414K 0.05% -235 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,630 shares; 2024Q1: 5,477 shares 5,477 $406K 0.05% -153 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,680 shares; 2024Q1: 7,666 shares 7,666 $389K 0.04% -14 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,875 shares 1,875 $386K 0.04% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,969 shares; 2024Q1: 2,186 shares 2,186 $384K 0.04% -783 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,748 shares; 2024Q1: 1,827 shares 1,827 $381K 0.04% +79 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8,673 shares; 2024Q1: 8,673 shares 8,673 $378K 0.04% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,200 shares; 2024Q1: 4,186 shares 4,186 $377K 0.04% -14 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,626 shares; 2024Q1: 5,454 shares 5,454 $374K 0.04% -172 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 695 shares; 2024Q1: 693 shares 693 $372K 0.04% -2 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,525 shares; 2024Q1: 4,377 shares 4,377 $368K 0.04% +852 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,166 shares; 2024Q1: 6,755 shares 6,755 $366K 0.04% -411 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,467 shares; 2024Q1: 4,589 shares 4,589 $366K 0.04% +122 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,261 shares; 2024Q1: 2,255 shares 2,255 $364K 0.04% -6 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,258 shares; 2024Q1: 1,208 shares 1,208 $364K 0.04% -50 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,054 shares; 2024Q1: 5,054 shares 5,054 $354K 0.04% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,310 shares; 2024Q1: 1,333 shares 1,333 $345K 0.04% +23 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 3,343 shares 3,343 $343K 0.04% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 937 shares; 2024Q1: 937 shares 937 $340K 0.04% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,488 shares; 2024Q1: 1,494 shares 1,494 $334K 0.04% +6 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,730 shares; 2024Q1: 2,576 shares 2,576 $333K 0.04% -154 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,467 shares; 2024Q1: 1,601 shares 1,601 $330K 0.04% +134 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,525 shares; 2024Q1: 3,871 shares 3,871 $324K 0.04% +346 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,201 shares; 2024Q1: 6,238 shares 6,238 $314K 0.04% +37 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,226 shares; 2024Q1: 6,226 shares 6,226 $307K 0.04% -4,000 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 24,035 shares; 2024Q1: 45,050 shares 45,050 $304K 0.03% +21,015 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 55,520 shares; 2024Q1: 116,020 shares 116,020 $303K 0.03% +60,500 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,579 shares; 2024Q1: 3,579 shares 3,579 $302K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,796 shares; 2024Q1: 2,704 shares 2,704 $299K 0.03% -92 Timeline MAG SILVER CORP MAG SILVER CORP More: the full row for MAG SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 28,000 shares; 2024Q1: 28,000 shares 28,000 $296K 0.03% 0 IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,985 shares; 2024Q1: 3,102 shares 3,102 $294K 0.03% +117 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 17,649 shares; 2024Q1: 18,649 shares 18,649 $293K 0.03% +1,000 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 416 shares; 2024Q1: 416 shares 416 $291K 0.03% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,600 shares; 2024Q1: 60,418 shares 60,418 $289K 0.03% +39,818 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 561 shares; 2024Q1: 569 shares 569 $287K 0.03% +8 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,311 shares; 2024Q1: 3,133 shares 3,133 $286K 0.03% -178 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,321 shares; 2024Q1: 3,321 shares 3,321 $285K 0.03% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 594 shares; 2024Q1: 590 shares 590 $282K 0.03% -4 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,116 shares; 2024Q1: 6,168 shares 6,168 $280K 0.03% +52 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,070 shares; 2024Q1: 3,176 shares 3,176 $273K 0.03% +106 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 623 shares; 2024Q1: 623 shares 623 $273K 0.03% 0 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,782 shares; 2024Q1: 2,805 shares 2,805 $271K 0.03% +23 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 14,600 shares; 2024Q1: 14,600 shares 14,600 $271K 0.03% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,057 shares; 2024Q1: 2,029 shares 2,029 $267K 0.03% -28 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,726 shares; 2024Q1: 2,726 shares 2,726 $264K 0.03% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,092 shares; 2024Q1: 4,092 shares 4,092 $257K 0.03% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 833 shares; 2024Q1: 740 shares 740 $257K 0.03% -93 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 3,415 shares 3,415 $253K 0.03% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 878 shares; 2024Q1: 925 shares 925 $248K 0.03% +47 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 501 shares; 2024Q1: 545 shares 545 $248K 0.03% +44 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,787 shares 1,787 $243K 0.03% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,466 shares 1,466 $239K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,912 shares; 2024Q1: 2,912 shares 2,912 $239K 0.03% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,046 shares; 2024Q1: 2,041 shares 2,041 $235K 0.03% -5 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,954 shares; 2024Q1: 3,954 shares 3,954 $232K 0.03% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 605 shares 605 $229K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,120 shares; 2024Q1: 3,123 shares 3,123 $229K 0.03% +3 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,528 shares; 2024Q1: 5,239 shares 5,239 $229K 0.03% -289 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 906 shares 906 $226K 0.03% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares 3,000 $224K 0.03% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 3,071 shares 3,071 $222K 0.03% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,777 shares; 2024Q1: 2,777 shares 2,777 $222K 0.03% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 688 shares 688 $215K 0.02% new Timeline Proshares Short S&P Proshares Short S&P More: the full row for Proshares Short S&P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 18,128 shares; 2024Q1: 18,128 shares 18,128 $215K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,300 shares; 2024Q1: 1,300 shares 1,300 $210K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 582 shares 582 $208K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,115 shares 1,115 $206K 0.02% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 364 shares 364 $203K 0.02% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 6,245 shares 6,245 $201K 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 5,429 shares 5,429 $201K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 18,185 shares; 2024Q1: 18,151 shares 18,151 $199K 0.02% -34 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 50,000 shares; 2024Q1: 50,000 shares 50,000 $196K 0.02% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,006 shares; 2024Q1: 10,006 shares 10,006 $151K 0.02% 0 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 78,538 shares; 2024Q1: 35,538 shares 35,538 $147K 0.02% -43,000 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 14,539 shares; 2024Q1: 14,539 shares 14,539 $132K 0.02% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 26,965 shares; 2024Q1: 26,965 shares 26,965 $130K 0.01% 0 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 27,500 shares; 2024Q1: 27,500 shares 27,500 $130K 0.01% 0 Timeline SKE SKEENA RES LTD NEW More: the full row for SKEENA RES LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 27,000 shares 27,000 $125K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 15,683 shares; 2024Q1: 15,683 shares 15,683 $113K 0.01% 0 Timeline MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 34,000 shares; 2024Q1: 34,000 shares 34,000 $106K 0.01% 0 Timeline UROY URANIUM RTY CORP More: the full row for URANIUM RTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 36,000 shares; 2024Q1: 39,500 shares 39,500 $94.4K 0.01% +3,500 Timeline Sandstorm Gold Ltd Sandstorm Gold Ltd More: the full row for Sandstorm Gold Ltd Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 16,000 shares; 2024Q1: 16,000 shares 16,000 $84K 0.01% 0 ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,009 shares; 2024Q1: 12,025 shares 12,025 $83.3K 0.01% +16 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11,200 shares; 2024Q1: 11,200 shares 11,200 $67.1K 0.01% 0 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 45,000 shares; 2024Q1: 45,000 shares 45,000 $60.3K 0.01% 0 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 18,000 shares; 2024Q1: 18,000 shares 18,000 $54K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,170 shares; 2024Q1: 12,170 shares 12,170 $42.8K <0.01% 0 Timeline VIZSLA SILVER ORD (ASE) VIZSLA SILVER ORD (ASE) More: the full row for VIZSLA SILVER ORD (ASE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 30,000 shares 30,000 $39.9K <0.01% new ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 14,350 shares; 2024Q1: 15,892 shares 15,892 $39.4K <0.01% +1,542 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,081 shares; 2024Q1: 11,948 shares 11,948 $34.2K <0.01% -133 Timeline AMERICAS GOLD AND SILVER COR AMERICAS GOLD AND SILVER COR More: the full row for AMERICAS GOLD AND SILVER COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,000 shares; 2024Q1: 20,000 shares 20,000 $4.4K <0.01% 0