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; 2022Q4: restricted; 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 382,795 $66.8M 7.26% -9,490 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; 2022Q4: restricted; 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 173,979 $66.8M 7.25% -7,421 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; 2022Q4: restricted; 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 1,167,225 $66.2M 7.19% -205,763 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; 2022Q4: restricted; 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 1,271,148 $59.7M 6.48% +218,233 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 656,152 $37.7M 4.1% +2,191 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 347,917 $37.5M 4.07% +1,929 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; 2022Q4: restricted; 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 639,913 $30.8M 3.35% +136,215 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 107,155 $25M 2.71% -2,860 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 49,894 $21.5M 2.33% -2,598 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; 2022Q4: restricted; 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 606,451 $19.5M 2.11% -86,751 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; 2022Q4: restricted; 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 300,876 $17.9M 1.94% -41,886 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; 2022Q4: restricted; 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 217,749 $16.4M 1.78% +42,163 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; 2022Q4: restricted; 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 277,566 $16.2M 1.75% -5,569 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; 2022Q4: restricted; 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 319,867 $15.3M 1.66% +9,654 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 79,426 $13.2M 1.43% -4,907 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 74,158 $12.8M 1.39% +66,469 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; 2022Q4: restricted; 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 63,594 $12.8M 1.39% +132 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; 2022Q4: restricted; 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 47,648 $12.7M 1.38% +684 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; 2022Q4: restricted; 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 50,712 $10.7M 1.16% -2,495 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; 2022Q4: restricted; 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 315,824 $10.6M 1.16% +160,717 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 57,630 $9.82M 1.07% -2,053 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; 2022Q4: restricted; 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 50,120 $9.34M 1.01% -2,121 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; 2022Q4: restricted; 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 289,810 $8.82M 0.96% +3,358 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 72,505 $8.78M 0.95% -2,815 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 27,216 $8.77M 0.95% -1,190 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 53,213 $8.62M 0.94% -989 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 104,599 $8.45M 0.92% -1,631 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; 2022Q4: restricted; 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 86,124 $8.42M 0.91% +53,741 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 54,283 $7.99M 0.87% -728 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; 2022Q4: restricted; 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 223,708 $7.39M 0.8% -3,052 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; 2022Q4: restricted; 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 26,073 $7.38M 0.8% -765 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; 2022Q4: restricted; 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 12,038 $6.91M 0.75% -20 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; 2022Q4: restricted; 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 7,166 $6.8M 0.74% -159 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; 2022Q4: restricted; 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 24,494 $6.63M 0.72% -7 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 121,157 $6.59M 0.72% -24,534 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 79,034 $6.57M 0.71% -7,166 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 31,330 $6.19M 0.67% -907 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; 2022Q4: restricted; 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 114,023 $6.07M 0.66% -1,134 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; 2022Q4: restricted; 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 54,407 $5.75M 0.62% -1,920 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; 2022Q4: restricted; 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 41,063 $5.6M 0.61% -312 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; 2022Q4: restricted; 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 308,199 $5.6M 0.61% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 9,692 $5.59M 0.61% -545 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; 2022Q4: restricted; 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 68,856 $5.56M 0.6% -2,109 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; 2022Q4: restricted; 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 1,148,563 $5.47M 0.59% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 58,836 $5.3M 0.58% -1,880 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; 2022Q4: restricted; 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 200,071 $5.26M 0.57% +20,126 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 53,676 $5.23M 0.57% -215 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; 2022Q4: restricted; 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 5,769 $5.11M 0.56% -82 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; 2022Q4: restricted; 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 29,471 $5.1M 0.55% -674 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; 2022Q4: restricted; 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 231,721 $5M 0.54% -111,887 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; 2022Q4: restricted; 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 10,734 $4.94M 0.54% -1,116 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; 2022Q4: restricted; 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 11,825 $4.79M 0.52% -414 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; 2022Q4: restricted; 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 46,941 $4.57M 0.5% -1,838 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 15,726 $4.32M 0.47% -556 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 39,463 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 80,661 shares 80,661 $4.09M 0.44% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 38,138 $3.57M 0.39% +5,826 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 36,271 $3.48M 0.38% -61,868 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 18,889 $3.21M 0.35% -153 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 9,518 $2.9M 0.31% -334 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 26,569 $2.82M 0.31% +915 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; 2022Q4: restricted; 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 91,111 $2.67M 0.29% -1,574 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; 2022Q4: restricted; 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 22,453 $2.63M 0.29% -6,333 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 15,392 $2.57M 0.28% -810 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 24,131 $2.52M 0.27% -555 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 28,454 shares; 2024Q2: 26,908 shares; 2024Q3: 25,937 shares 25,937 $2.5M 0.27% -971 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; 2022Q4: restricted; 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 43,878 $2.48M 0.27% -1,484 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 18,717 $2.36M 0.26% -963 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; 2022Q4: restricted; 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 30,908 $2.22M 0.24% -1,618 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; 2022Q4: restricted; 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 5,814 $2.01M 0.22% -361 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; 2022Q4: restricted; 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 134,367 $1.97M 0.21% +8,553 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; 2022Q4: restricted; 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 30,195 $1.95M 0.21% -103 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 20,424 shares; 2024Q2: 20,073 shares; 2024Q3: 20,156 shares 20,156 $1.88M 0.2% +83 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; 2022Q4: restricted; 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 24,364 $1.84M 0.2% -469 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 12,537 $1.71M 0.19% -5 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; 2022Q4: restricted; 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 5,829 $1.58M 0.17% -379 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 215,938 shares; 2024Q2: 223,194 shares; 2024Q3: 52,882 shares 52,882 $1.54M 0.17% -170,312 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; 2022Q4: restricted; 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 5,066 $1.33M 0.14% 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; 2022Q4: restricted; 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 2,253 $1.32M 0.14% -85 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; 2022Q4: restricted; 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 16,181 $1.29M 0.14% -24,318 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 2,989 $1.28M 0.14% 0 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; 2022Q4: restricted; 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 9,644 $1.24M 0.13% -45 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,902 shares; 2024Q1: 7,902 shares; 2024Q2: 7,902 shares; 2024Q3: 7,902 shares 7,902 $1.19M 0.13% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 10,113 $1.1M 0.12% +849 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; 2022Q4: restricted; 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 5,136 $1.06M 0.12% -361 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; 2022Q4: restricted; 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 21,104 $1.06M 0.12% +204 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; 2022Q4: restricted; 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 21,569 $1.05M 0.11% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 8,613 $1.05M 0.11% -6,087 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; 2022Q4: restricted; 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 1,268 $1.03M 0.11% 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; 2022Q4: restricted; 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 19,345 $1.02M 0.11% -1,409 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; 2022Q4: restricted; 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 2,058 $1.02M 0.11% -229 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; 2022Q4: restricted; 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 4,546 $900K 0.1% -32 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; 2022Q4: restricted; 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 4,309 $871K 0.09% -374 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 3,883 $858K 0.09% -181 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; 2022Q4: restricted; 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 1,373 $849K 0.09% -164 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; 2022Q4: restricted; 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 20,026 $835K 0.09% +1,631 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; 2022Q4: restricted; 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 60,637 $832K 0.09% -10,454 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 1,986 $829K 0.09% -14 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; 2022Q4: restricted; 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 4,523 $823K 0.09% 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; 2022Q4: restricted; 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 1,389 $795K 0.09% -43 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 27,395 $793K 0.09% -519 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 13,679 $783K 0.09% -1,339 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 9,293 $782K 0.08% +1,288 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 7,234 $762K 0.08% -660 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; 2022Q4: restricted; 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 8,969 $758K 0.08% -3 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; 2022Q4: restricted; 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 34,427 $757K 0.08% -875 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; 2022Q4: restricted; 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 16,000 $745K 0.08% 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; 2022Q4: restricted; 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 2,280 $717K 0.08% 0 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; 2022Q4: restricted; 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 6,219 $706K 0.08% -4 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; 2022Q4: restricted; 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 1,182 $693K 0.08% -2 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; 2022Q4: restricted; 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 10,591 $687K 0.07% -2 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 761 shares; 2024Q1: 772 shares; 2024Q2: 848 shares; 2024Q3: 772 shares 772 $684K 0.07% -76 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; 2022Q4: restricted; 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 8,261 $683K 0.07% +888 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; 2022Q4: restricted; 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 33,413 $681K 0.07% -764 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; 2022Q4: restricted; 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 2,323 $646K 0.07% -219 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 3,031 $645K 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; 2022Q4: restricted; 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 15,239 $637K 0.07% -35 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 5,383 $614K 0.07% -66 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 1,240 $612K 0.07% -3 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; 2022Q4: restricted; 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 2,943 $611K 0.07% -235 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; 2022Q4: restricted; 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 2,456 $605K 0.07% -402 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; 2022Q4: restricted; 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 15,062 $598K 0.06% -2,110 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; 2022Q4: restricted; 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 2,513 $588K 0.06% 0 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; 2022Q4: restricted; 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 7,981 $588K 0.06% -434 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; 2022Q4: restricted; 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 2,348 $583K 0.06% -108 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; 2022Q4: restricted; 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 1,618 $572K 0.06% -4,010 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 1,188 $564K 0.06% -52 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 973 shares; 2024Q1: 973 shares; 2024Q2: 868 shares; 2024Q3: 1,035 shares 1,035 $546K 0.06% +167 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,550 shares; 2024Q3: 8,655 shares 8,655 $545K 0.06% -895 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; 2022Q4: restricted; 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 2,615 $540K 0.06% -89 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,819 shares; 2024Q3: 2,716 shares 2,716 $540K 0.06% -103 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; 2022Q4: restricted; 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 11,977 $538K 0.06% -628 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 963 shares; 2024Q1: 963 shares; 2024Q2: 963 shares; 2024Q3: 963 shares 963 $536K 0.06% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 26,880 shares; 2024Q1: 34,880 shares; 2024Q2: 52,150 shares; 2024Q3: 23,701 shares 23,701 $523K 0.06% -28,449 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; 2022Q4: restricted; 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 2,341 $518K 0.06% -265 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 3,289 $513K 0.06% -159 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 249,699 shares; 2024Q1: 249,699 shares; 2024Q2: 265,699 shares; 2024Q3: 126,649 shares 126,649 $512K 0.06% -139,050 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; 2022Q4: restricted; 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 1,478 $505K 0.05% -20 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 1,050 $501K 0.05% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 5,148 $493K 0.05% -231 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 1,193 $467K 0.05% -178 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; 2022Q4: restricted; 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 1,933 $445K 0.05% -289 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; 2022Q4: restricted; 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 4,179 $434K 0.05% -5 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; 2022Q4: restricted; 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 5,124 $429K 0.05% -410 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; 2022Q4: restricted; 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 2,645 $425K 0.05% -543 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; 2022Q4: restricted; 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 8,162 $416K 0.05% +253 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; 2022Q4: restricted; 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 1,803 $407K 0.04% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 4,906 $405K 0.04% -350 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 2,140 $404K 0.04% -15 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 4,257 $389K 0.04% +163 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37,363 shares; 2024Q3: 37,649 shares 37,649 $387K 0.04% +286 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; 2022Q4: restricted; 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 6,357 $386K 0.04% +84 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 3,828 $376K 0.04% +52 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; 2022Q4: restricted; 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 3,817 $367K 0.04% -29 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 4,144 $365K 0.04% -156 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 3,262 $365K 0.04% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 695 shares; 2024Q1: 693 shares; 2024Q2: 729 shares; 2024Q3: 729 shares 729 $360K 0.04% 0 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; 2022Q4: restricted; 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 4,869 $360K 0.04% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 124,426 shares; 2024Q1: 126,426 shares; 2024Q2: 162,426 shares; 2024Q3: 54,713 shares 54,713 $357K 0.04% -107,713 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; 2022Q4: restricted; 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 2,490 $354K 0.04% -81 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,875 shares; 2024Q2: 1,875 shares; 2024Q3: 1,425 shares 1,425 $346K 0.04% -450 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 1,197 $345K 0.04% -122 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,728 shares; 2024Q3: 1,728 shares 1,728 $341K 0.04% 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 507,000 shares; 2024Q1: 522,000 shares; 2024Q2: 522,000 shares; 2024Q3: 186,000 shares 186,000 $340K 0.04% -336,000 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 2,221 $338K 0.04% -695 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; 2022Q4: restricted; 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 6,405 $331K 0.04% +16 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 501 shares; 2024Q1: 545 shares; 2024Q2: 565 shares; 2024Q3: 564 shares 564 $330K 0.04% -1 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 1,938 $330K 0.04% -446 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 3,343 shares; 2024Q2: 3,343 shares; 2024Q3: 3,343 shares 3,343 $323K 0.04% 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 416 shares; 2024Q1: 416 shares; 2024Q2: 414 shares; 2024Q3: 414 shares 414 $321K 0.03% 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 364 shares; 2024Q2: 546 shares; 2024Q3: 546 shares 546 $311K 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 594 shares; 2024Q1: 590 shares; 2024Q2: 590 shares; 2024Q3: 584 shares 584 $308K 0.03% -6 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 605 shares; 2024Q2: 600 shares; 2024Q3: 600 shares 600 $303K 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; 2022Q4: restricted; 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 1,369 $302K 0.03% -122 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,900 shares; 2024Q3: 5,900 shares 5,900 $301K 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; 2022Q4: restricted; 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 2,555 $295K 0.03% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 1,299 $290K 0.03% -300 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; 2022Q4: restricted; 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 14,600 $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; 2022Q4: restricted; 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 2,462 $288K 0.03% -242 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; 2022Q4: restricted; 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 1,556 $288K 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; 2022Q4: restricted; 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 12,134 $285K 0.03% -1,195 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 6,245 shares; 2024Q2: 6,963 shares; 2024Q3: 7,818 shares 7,818 $285K 0.03% +855 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; 2022Q4: restricted; 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 2,770 $284K 0.03% 0 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; 2022Q4: restricted; 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 1,300 $284K 0.03% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 3,076 $283K 0.03% -57 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 937 shares; 2024Q1: 937 shares; 2024Q2: 900 shares; 2024Q3: 810 shares 810 $281K 0.03% -90 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; 2022Q4: restricted; 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 17,415 $280K 0.03% -1,000 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 67,334 shares; 2024Q3: 21,557 shares 21,557 $278K 0.03% -45,777 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; 2022Q4: restricted; 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 2,875 $277K 0.03% -73 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 906 shares; 2024Q2: 967 shares; 2024Q3: 966 shares 966 $267K 0.03% -1 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares 3,000 $266K 0.03% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 623 shares; 2024Q1: 623 shares; 2024Q2: 563 shares; 2024Q3: 561 shares 561 $264K 0.03% -2 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 26,237 shares; 2024Q1: 25,807 shares; 2024Q2: 3,271 shares; 2024Q3: 3,271 shares 3,271 $256K 0.03% 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,115 shares; 2024Q2: 1,130 shares; 2024Q3: 5,275 shares 5,275 $249K 0.03% +4,145 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 561 shares; 2024Q1: 569 shares; 2024Q2: 588 shares; 2024Q3: 476 shares 476 $246K 0.03% -112 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; 2022Q4: restricted; 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 4,065 $243K 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 3,415 shares; 2024Q2: 3,249 shares; 2024Q3: 3,106 shares 3,106 $242K 0.03% -143 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; 2022Q4: restricted; 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 2,856 $239K 0.03% -397 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,258 shares; 2024Q1: 1,208 shares; 2024Q2: 1,239 shares; 2024Q3: 871 shares 871 $238K 0.03% -368 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,467 shares; 2024Q1: 4,589 shares; 2024Q2: 4,143 shares; 2024Q3: 3,736 shares 3,736 $235K 0.03% -407 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; 2022Q4: restricted; 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 3,921 $234K 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,782 shares; 2024Q1: 2,805 shares; 2024Q2: 2,772 shares; 2024Q3: 2,775 shares 2,775 $233K 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; 2022Q4: restricted; 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 4,533 $231K 0.03% -647 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; 2022Q4: restricted; 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 5,288 $227K 0.02% -485 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,447 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,447 shares 3,447 $225K 0.02% 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 878 shares; 2024Q1: 925 shares; 2024Q2: 909 shares; 2024Q3: 853 shares 853 $224K 0.02% -56 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 807 shares; 2024Q3: 807 shares 807 $223K 0.02% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,183 shares 3,183 $222K 0.02% new Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,600 shares 5,600 $221K 0.02% new 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; 2022Q4: restricted; 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 60,000 $221K 0.02% -418 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 582 shares; 2024Q2: 606 shares; 2024Q3: 606 shares 606 $219K 0.02% 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 569 shares; 2024Q3: 569 shares 569 $214K 0.02% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 688 shares; 2024Q2: 667 shares; 2024Q3: 643 shares 643 $213K 0.02% -24 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 32,720 shares; 2024Q1: 36,615 shares; 2024Q2: 19,615 shares; 2024Q3: 4,410 shares 4,410 $208K 0.02% -15,205 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,477 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,342 shares 1,342 $207K 0.02% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,792 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,649 shares 1,649 $204K 0.02% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 833 shares; 2024Q1: 740 shares; 2024Q2: 649 shares; 2024Q3: 637 shares 637 $202K 0.02% -12 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 804 shares 804 $201K 0.02% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 789 shares 789 $200K 0.02% new 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; 2022Q4: restricted; 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 50,000 $184K 0.02% 0 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; 2022Q4: restricted; 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 15,147 $148K 0.02% -3,654 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; 2022Q4: restricted; 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 14,437 $145K 0.02% 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 80,548 shares; 2024Q1: 64,497 shares; 2024Q2: 112,069 shares; 2024Q3: 13,503 shares 13,503 $141K 0.02% -98,566 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 78,538 shares; 2024Q1: 35,538 shares; 2024Q2: 105,538 shares; 2024Q3: 48,769 shares 48,769 $136K 0.01% -56,769 Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 69,000 shares 69,000 $132K 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; 2022Q4: restricted; 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 15,683 $127K 0.01% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 24,035 shares; 2024Q1: 45,050 shares; 2024Q2: 63,050 shares; 2024Q3: 14,970 shares 14,970 $93K 0.01% -48,080 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; 2022Q4: restricted; 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 11,200 $72.9K 0.01% 0 Timeline 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,009 shares; 2024Q1: 12,025 shares; 2024Q2: 12,152 shares; 2024Q3: 10,237 shares 10,237 $68.1K 0.01% -1,915 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 36,000 shares; 2024Q1: 39,500 shares; 2024Q2: 39,500 shares; 2024Q3: 20,500 shares 20,500 $50.2K 0.01% -19,000 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 34,000 shares; 2024Q1: 34,000 shares; 2024Q2: 34,000 shares; 2024Q3: 15,000 shares 15,000 $46.4K 0.01% -19,000 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; 2022Q4: restricted; 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 12,170 $45.4K <0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 14,350 shares; 2024Q1: 15,892 shares; 2024Q2: not reported; 2024Q3: 10,583 shares 10,583 $25.8K <0.01% new Timeline