HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,189 shares; 2023Q1: not reported; 2023Q2: 2,189 shares; 2023Q3: not reported; 2023Q4: 2,189 shares; 2024Q1: 2,189 shares 2,189 $62.2K 0.01% 0 Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,150 shares; 2023Q1: 2,150 shares; 2023Q2: 1,950 shares; 2023Q3: not reported; 2023Q4: 1,950 shares; 2024Q1: 1,950 shares 1,950 $61.7K 0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,315 shares; 2022Q4: 136 shares; 2023Q1: 52 shares; 2023Q2: 229 shares; 2023Q3: not reported; 2023Q4: 295 shares; 2024Q1: 687 shares 687 $61.6K 0.01% +392 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,175 shares; 2023Q1: 575 shares; 2023Q2: 1,245 shares; 2023Q3: not reported; 2023Q4: 1,245 shares; 2024Q1: 1,245 shares 1,245 $61.5K 0.01% 0 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,564 shares; 2024Q1: 1,586 shares 1,586 $61.4K 0.01% +22 Timeline BUFD 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,600 shares 2,600 $61.3K 0.01% new 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: not reported; 2022Q4: 414 shares; 2023Q1: not reported; 2023Q2: 1,698 shares; 2023Q3: not reported; 2023Q4: 1,540 shares; 2024Q1: 1,564 shares 1,564 $60.8K 0.01% +24 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: not reported; 2022Q4: 162 shares; 2023Q1: 137 shares; 2023Q2: 137 shares; 2023Q3: not reported; 2023Q4: 37 shares; 2024Q1: 137 shares 137 $60.1K 0.01% +100 Timeline RAAX 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,210 shares 2,210 $59.9K 0.01% new 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: 11,832 shares; 2022Q4: 1,066 shares; 2023Q1: 1,068 shares; 2023Q2: 1,070 shares; 2023Q3: not reported; 2023Q4: 1,128 shares; 2024Q1: 1,187 shares 1,187 $59.8K 0.01% +59 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: not reported; 2022Q4: 661 shares; 2023Q1: 938 shares; 2023Q2: 864 shares; 2023Q3: not reported; 2023Q4: 715 shares; 2024Q1: 640 shares 640 $59.5K 0.01% -75 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,475 shares; 2023Q1: 1,475 shares; 2023Q2: 1,491 shares; 2023Q3: not reported; 2023Q4: 1,521 shares; 2024Q1: 1,521 shares 1,521 $59.3K 0.01% 0 Timeline IHI 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: not reported; 2022Q4: 995 shares; 2023Q1: 995 shares; 2023Q2: 1,126 shares; 2023Q3: not reported; 2023Q4: 1,255 shares; 2024Q1: 1,011 shares 1,011 $59.2K 0.01% -244 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,691 shares; 2023Q3: not reported; 2023Q4: 2,027 shares; 2024Q1: 2,027 shares 2,027 $59.1K 0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 614 shares; 2023Q3: not reported; 2023Q4: 651 shares; 2024Q1: 687 shares 687 $59.1K 0.01% +36 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 370 shares; 2023Q3: not reported; 2023Q4: 370 shares; 2024Q1: 370 shares 370 $59K 0.01% 0 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 640 shares; 2023Q1: 640 shares; 2023Q2: 450 shares; 2023Q3: not reported; 2023Q4: 536 shares; 2024Q1: 536 shares 536 $58.7K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 550 shares; 2024Q1: 629 shares 629 $58.5K 0.01% +79 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 294 shares 294 $58.3K 0.01% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 621 shares; 2024Q1: 806 shares 806 $58.2K 0.01% +185 Timeline TLH 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: not reported; 2022Q4: 786 shares; 2023Q1: 50 shares; 2023Q2: 492 shares; 2023Q3: not reported; 2023Q4: 334 shares; 2024Q1: 553 shares 553 $58.1K 0.01% +219 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: not reported; 2022Q4: 112 shares; 2023Q1: 160 shares; 2023Q2: 73 shares; 2023Q3: not reported; 2023Q4: 71 shares; 2024Q1: 224 shares 224 $58K 0.01% +153 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 379 shares; 2023Q1: 379 shares; 2023Q2: 269 shares; 2023Q3: not reported; 2023Q4: 320 shares; 2024Q1: 244 shares 244 $58K 0.01% -76 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 222 shares; 2024Q1: 1,579 shares 1,579 $57.9K 0.01% +1,357 Timeline IGEB 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,218 shares; 2024Q1: 1,286 shares 1,286 $57.7K 0.01% +68 Timeline PEY 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: not reported; 2022Q4: 412,268 shares; 2023Q1: 343,558 shares; 2023Q2: 2,965 shares; 2023Q3: not reported; 2023Q4: 2,793 shares; 2024Q1: 2,793 shares 2,793 $57.7K 0.01% 0 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 622 shares; 2024Q1: 499 shares 499 $57.6K 0.01% -123 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,149 shares; 2023Q1: 2,072 shares; 2023Q2: 2,051 shares; 2023Q3: not reported; 2023Q4: 443 shares; 2024Q1: 426 shares 426 $57.4K 0.01% -17 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 12,294 shares; 2022Q4: 8,450 shares; 2023Q1: 8,453 shares; 2023Q2: 1,191 shares; 2023Q3: not reported; 2023Q4: 1,006 shares; 2024Q1: 907 shares 907 $57.4K 0.01% -99 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 350 shares; 2023Q1: 690 shares; 2023Q2: 691 shares; 2023Q3: not reported; 2023Q4: 693 shares; 2024Q1: 571 shares 571 $56.6K 0.01% -122 Timeline VOE 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: 3,172 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 360 shares; 2024Q1: 361 shares 361 $56.5K 0.01% +1 Timeline KRE 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: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 1,120 shares; 2024Q1: 1,120 shares 1,120 $56.3K 0.01% 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: not reported; 2022Q4: 446 shares; 2023Q1: 446 shares; 2023Q2: 446 shares; 2023Q3: not reported; 2023Q4: 446 shares; 2024Q1: 424 shares 424 $55.8K 0.01% -22 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 420 shares; 2023Q1: 423 shares; 2023Q2: 427 shares; 2023Q3: not reported; 2023Q4: 450 shares; 2024Q1: 453 shares 453 $55.6K 0.01% +3 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 17,647 shares; 2023Q1: 20,080 shares; 2023Q2: 5,793 shares; 2023Q3: not reported; 2023Q4: 2,835 shares; 2024Q1: 1,908 shares 1,908 $55.2K 0.01% -927 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,497 shares; 2022Q4: 2,518 shares; 2023Q1: 2,489 shares; 2023Q2: 771 shares; 2023Q3: not reported; 2023Q4: 498 shares; 2024Q1: 469 shares 469 $55.1K 0.01% -29 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 420 shares; 2023Q3: not reported; 2023Q4: 1,220 shares; 2024Q1: 1,100 shares 1,100 $55K 0.01% -120 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 21,671 shares; 2022Q4: 1,605 shares; 2023Q1: 1,605 shares; 2023Q2: 1,587 shares; 2023Q3: not reported; 2023Q4: 1,440 shares; 2024Q1: 1,440 shares 1,440 $54.1K 0.01% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,375 shares; 2023Q1: 6,775 shares; 2023Q2: 6,775 shares; 2023Q3: not reported; 2023Q4: 4,400 shares; 2024Q1: 4,400 shares 4,400 $53.9K 0.01% 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: not reported; 2022Q4: 750 shares; 2023Q1: 750 shares; 2023Q2: 6,494 shares; 2023Q3: not reported; 2023Q4: 6,494 shares; 2024Q1: 6,494 shares 6,494 $53.8K 0.01% 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,067 shares; 2023Q1: 1,067 shares; 2023Q2: 607 shares; 2023Q3: not reported; 2023Q4: 713 shares; 2024Q1: 723 shares 723 $53.6K 0.01% +10 Timeline JGLO 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 933 shares 933 $53.6K 0.01% new Timeline ITOT 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: not reported; 2022Q4: 425 shares; 2023Q1: 425 shares; 2023Q2: 425 shares; 2023Q3: not reported; 2023Q4: 461 shares; 2024Q1: 464 shares 464 $53.5K 0.01% +3 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 80 shares; 2023Q1: 80 shares; 2023Q2: 730 shares; 2023Q3: not reported; 2023Q4: 880 shares; 2024Q1: 880 shares 880 $53.5K 0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,000 shares; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares 1,000 $53.4K 0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 358 shares 358 $53.3K 0.01% new Timeline RPV 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: not reported; 2022Q4: 350 shares; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: not reported; 2023Q4: 600 shares; 2024Q1: 600 shares 600 $53.1K 0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 328 shares; 2024Q1: 562 shares 562 $52.7K 0.01% +234 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: not reported; 2023Q4: 50 shares; 2024Q1: 381 shares 381 $52.5K 0.01% +331 Timeline SCHZ 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: not reported; 2022Q4: 1,308 shares; 2023Q1: 1,308 shares; 2023Q2: 1,308 shares; 2023Q3: not reported; 2023Q4: 1,139 shares; 2024Q1: 1,139 shares 1,139 $52.4K 0.01% 0 Timeline CSR CENTERSPACE More: the full row for CENTERSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,528 shares; 2022Q4: 1,655 shares; 2023Q1: 1,602 shares; 2023Q2: 1,530 shares; 2023Q3: not reported; 2023Q4: 937 shares; 2024Q1: 907 shares 907 $51.8K 0.01% -30 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 529 shares; 2023Q1: 529 shares; 2023Q2: 529 shares; 2023Q3: not reported; 2023Q4: 367 shares; 2024Q1: 1,902 shares 1,902 $51.8K 0.01% +1,535 Timeline VOT 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: not reported; 2022Q4: 218 shares; 2023Q1: 218 shares; 2023Q2: 218 shares; 2023Q3: not reported; 2023Q4: 218 shares; 2024Q1: 218 shares 218 $51.4K 0.01% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 841 shares; 2023Q1: 841 shares; 2023Q2: 483 shares; 2023Q3: not reported; 2023Q4: 11,955 shares; 2024Q1: 11,955 shares 11,955 $51.2K 0.01% 0 Timeline RES RPC INC More: the full row for RPC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 6,500 shares; 2023Q2: 6,500 shares; 2023Q3: not reported; 2023Q4: 6,500 shares; 2024Q1: 6,500 shares 6,500 $50.3K 0.01% 0 Timeline PHYS 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,904 shares; 2023Q3: not reported; 2023Q4: 2,904 shares; 2024Q1: 2,904 shares 2,904 $50.2K 0.01% 0 Timeline IXUS 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: not reported; 2022Q4: 841 shares; 2023Q1: 841 shares; 2023Q2: 841 shares; 2023Q3: not reported; 2023Q4: 728 shares; 2024Q1: 728 shares 728 $49.4K 0.01% 0 Timeline GDX 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: not reported; 2022Q4: 612 shares; 2023Q1: 612 shares; 2023Q2: 612 shares; 2023Q3: not reported; 2023Q4: 737 shares; 2024Q1: 1,562 shares 1,562 $49.4K 0.01% +825 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 269 shares; 2023Q1: 269 shares; 2023Q2: 140 shares; 2023Q3: not reported; 2023Q4: 140 shares; 2024Q1: 317 shares 317 $49.1K 0.01% +177 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: 438 shares; 2022Q4: 282 shares; 2023Q1: 300 shares; 2023Q2: 102 shares; 2023Q3: not reported; 2023Q4: 110 shares; 2024Q1: 102 shares 102 $49K 0.01% -8 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,606 shares; 2022Q4: 1,514 shares; 2023Q1: 1,454 shares; 2023Q2: 977 shares; 2023Q3: not reported; 2023Q4: 895 shares; 2024Q1: 996 shares 996 $49K 0.01% +101 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 585 shares; 2023Q1: 385 shares; 2023Q2: 185 shares; 2023Q3: not reported; 2023Q4: 186 shares; 2024Q1: 187 shares 187 $49K 0.01% +1 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,117 shares; 2022Q4: 4,364 shares; 2023Q1: 4,399 shares; 2023Q2: 58 shares; 2023Q3: not reported; 2023Q4: 33 shares; 2024Q1: 163 shares 163 $48.9K 0.01% +130 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 11,574 shares; 2022Q4: 10,971 shares; 2023Q1: 4,834 shares; 2023Q2: 3,099 shares; 2023Q3: not reported; 2023Q4: 1,267 shares; 2024Q1: 1,155 shares 1,155 $48.6K 0.01% -112 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,482 shares; 2022Q4: 403 shares; 2023Q1: 404 shares; 2023Q2: 405 shares; 2023Q3: not reported; 2023Q4: 368 shares; 2024Q1: 368 shares 368 $48.4K 0.01% 0 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 804 shares; 2023Q1: 954 shares; 2023Q2: 629 shares; 2023Q3: not reported; 2023Q4: 704 shares; 2024Q1: 704 shares 704 $48.2K 0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 104 shares; 2023Q1: 105 shares; 2023Q2: 106 shares; 2023Q3: not reported; 2023Q4: 123 shares; 2024Q1: 165 shares 165 $47.8K 0.01% +42 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 690 shares; 2024Q1: 1,636 shares 1,636 $47.6K 0.01% +946 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 90 shares; 2023Q1: 215 shares; 2023Q2: 168 shares; 2023Q3: not reported; 2023Q4: 148 shares; 2024Q1: 148 shares 148 $47.3K 0.01% 0 Timeline JVAL 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: not reported; 2022Q4: 830 shares; 2023Q1: 850 shares; 2023Q2: 901 shares; 2023Q3: not reported; 2023Q4: 1,130 shares; 2024Q1: 1,131 shares 1,131 $47.1K 0.01% +1 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,764 shares; 2023Q3: not reported; 2023Q4: 3,145 shares; 2024Q1: 2,917 shares 2,917 $47.1K 0.01% -228 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 150 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 150 shares 150 $46.9K 0.01% +50 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,450 shares; 2023Q1: 1,450 shares; 2023Q2: 1,450 shares; 2023Q3: not reported; 2023Q4: 1,450 shares; 2024Q1: 1,450 shares 1,450 $46.8K 0.01% 0 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 99 shares; 2023Q3: not reported; 2023Q4: 1,561 shares; 2024Q1: 883 shares 883 $46.4K 0.01% -678 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 713 shares; 2023Q1: 714 shares; 2023Q2: 559 shares; 2023Q3: not reported; 2023Q4: 544 shares; 2024Q1: 544 shares 544 $46.1K 0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 609 shares; 2023Q1: 609 shares; 2023Q2: 509 shares; 2023Q3: not reported; 2023Q4: 359 shares; 2024Q1: 279 shares 279 $46K 0.01% -80 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 976 shares; 2023Q3: not reported; 2023Q4: 976 shares; 2024Q1: 1,176 shares 1,176 $45.2K 0.01% +200 Timeline UNITED STATES STL CORP NEW UNITED STATES STL CORP NEW More: the full row for UNITED STATES STL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,100 shares; 2023Q1: 1,100 shares; 2023Q2: 1,100 shares; 2023Q3: not reported; 2023Q4: 1,100 shares; 2024Q1: 1,100 shares 1,100 $44.9K 0.01% 0 CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 125 shares; 2023Q2: 219 shares; 2023Q3: not reported; 2023Q4: 1,170 shares; 2024Q1: 1,657 shares 1,657 $44.8K 0.01% +487 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 25,465 shares; 2022Q4: 20,662 shares; 2023Q1: 19,317 shares; 2023Q2: 7,203 shares; 2023Q3: not reported; 2023Q4: 6,185 shares; 2024Q1: 3,208 shares 3,208 $44.8K 0.01% -2,977 Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 25 shares; 2023Q1: 625 shares; 2023Q2: 850 shares; 2023Q3: not reported; 2023Q4: 850 shares; 2024Q1: 1,001 shares 1,001 $44.7K 0.01% +151 Timeline GAA CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 275 shares; 2023Q3: not reported; 2023Q4: 1,708 shares; 2024Q1: 1,534 shares 1,534 $44.4K 0.01% -174 Timeline BUFT 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,050 shares 2,050 $43.8K 0.01% new Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,100 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 600 shares 600 $43.7K 0.01% -400 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: not reported; 2022Q4: 519 shares; 2023Q1: 519 shares; 2023Q2: 529 shares; 2023Q3: not reported; 2023Q4: 552 shares; 2024Q1: 545 shares 545 $43.5K 0.01% -7 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 507 shares; 2023Q1: 507 shares; 2023Q2: 507 shares; 2023Q3: not reported; 2023Q4: 507 shares; 2024Q1: 507 shares 507 $43.5K 0.01% 0 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 600 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: not reported; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $43.2K 0.01% 0 Timeline GHYB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 976 shares 976 $43.2K 0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 475 shares; 2023Q1: 475 shares; 2023Q2: 341 shares; 2023Q3: not reported; 2023Q4: 279 shares; 2024Q1: 279 shares 279 $43.1K 0.01% 0 Timeline BBAG 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,786 shares; 2023Q3: not reported; 2023Q4: 1,351 shares; 2024Q1: 935 shares 935 $42.9K 0.01% -416 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 901 shares; 2023Q1: 901 shares; 2023Q2: 901 shares; 2023Q3: not reported; 2023Q4: 901 shares; 2024Q1: 901 shares 901 $42.8K 0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,667 shares; 2023Q1: 1,667 shares; 2023Q2: 1,500 shares; 2023Q3: not reported; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares 1,500 $42.7K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 44 shares; 2023Q1: 1,151 shares; 2023Q2: 475 shares; 2023Q3: not reported; 2023Q4: 466 shares; 2024Q1: 470 shares 470 $42.7K 0.01% +4 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,847 shares; 2023Q1: 2,847 shares; 2023Q2: 2,847 shares; 2023Q3: not reported; 2023Q4: 2,847 shares; 2024Q1: 2,847 shares 2,847 $42.3K 0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 610 shares; 2024Q1: 570 shares 570 $42.3K 0.01% -40 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,006 shares; 2024Q1: 1,006 shares 1,006 $42.3K 0.01% 0 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: not reported; 2022Q4: 515 shares; 2023Q1: 239 shares; 2023Q2: 239 shares; 2023Q3: not reported; 2023Q4: 239 shares; 2024Q1: 239 shares 239 $41.9K 0.01% 0 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 6,077 shares; 2023Q1: 5,977 shares; 2023Q2: 5,977 shares; 2023Q3: not reported; 2023Q4: 5,977 shares; 2024Q1: 5,842 shares 5,842 $41.7K 0.01% -135 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 164 shares; 2023Q1: 164 shares; 2023Q2: 164 shares; 2023Q3: not reported; 2023Q4: 40 shares; 2024Q1: 165 shares 165 $41.5K 0.01% +125 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,766 shares; 2023Q1: 1,766 shares; 2023Q2: 1,726 shares; 2023Q3: not reported; 2023Q4: 1,486 shares; 2024Q1: 1,536 shares 1,536 $41.3K 0.01% +50 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 218 shares; 2023Q1: 257 shares; 2023Q2: 263 shares; 2023Q3: not reported; 2023Q4: 212 shares; 2024Q1: 202 shares 202 $41.2K 0.01% -10 Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 604 shares; 2023Q1: 604 shares; 2023Q2: 604 shares; 2023Q3: not reported; 2023Q4: 604 shares; 2024Q1: 604 shares 604 $41K 0.01% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 394 shares; 2023Q1: 407 shares; 2023Q2: 542 shares; 2023Q3: not reported; 2023Q4: 542 shares; 2024Q1: 542 shares 542 $41K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 13,628 shares; 2022Q4: 4,915 shares; 2023Q1: 4,958 shares; 2023Q2: 1,199 shares; 2023Q3: not reported; 2023Q4: 663 shares; 2024Q1: 468 shares 468 $40.8K 0.01% -195 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 795 shares; 2024Q1: 876 shares 876 $40.5K 0.01% +81 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,968 shares; 2022Q4: 250 shares; 2023Q1: 200 shares; 2023Q2: 212 shares; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $40.3K 0.01% 0 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 38 shares; 2023Q1: 38 shares; 2023Q2: 39 shares; 2023Q3: not reported; 2023Q4: 738 shares; 2024Q1: 716 shares 716 $40.1K 0.01% -22 Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 564 shares; 2023Q1: 1,086 shares; 2023Q2: 1,236 shares; 2023Q3: not reported; 2023Q4: 1,517 shares; 2024Q1: 1,404 shares 1,404 $39.8K 0.01% -113 EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 800 shares 800 $39.7K 0.01% new 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: not reported; 2022Q4: 101 shares; 2023Q1: not reported; 2023Q2: 414 shares; 2023Q3: not reported; 2023Q4: 400 shares; 2024Q1: 492 shares 492 $39.3K 0.01% +92 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,705 shares; 2023Q1: 3,522 shares; 2023Q2: 3,020 shares; 2023Q3: not reported; 2023Q4: 1,326 shares; 2024Q1: 1,076 shares 1,076 $39.2K 0.01% -250 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $39K 0.01% 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; 2022Q2: restricted; 2022Q3: 8,632 shares; 2022Q4: 3,995 shares; 2023Q1: 3,198 shares; 2023Q2: 504 shares; 2023Q3: not reported; 2023Q4: 695 shares; 2024Q1: 556 shares 556 $38.9K 0.01% -139 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 690 shares; 2023Q3: not reported; 2023Q4: 690 shares; 2024Q1: 690 shares 690 $38.7K 0.01% 0 Timeline PJP 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: not reported; 2022Q4: 480 shares; 2023Q1: 480 shares; 2023Q2: 480 shares; 2023Q3: not reported; 2023Q4: 480 shares; 2024Q1: 480 shares 480 $38.5K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 554 shares; 2023Q1: 554 shares; 2023Q2: 500 shares; 2023Q3: not reported; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $38.4K 0.01% 0 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,197 shares; 2024Q1: 1,197 shares 1,197 $38.2K 0.01% 0 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $38.1K 0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 610 shares; 2023Q1: 635 shares; 2023Q2: 635 shares; 2023Q3: not reported; 2023Q4: 635 shares; 2024Q1: 585 shares 585 $38.1K 0.01% -50 Timeline BBHY 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 817 shares; 2024Q1: 817 shares 817 $37.7K 0.01% 0 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,800 shares; 2023Q2: 1,800 shares; 2023Q3: not reported; 2023Q4: 1,900 shares; 2024Q1: 1,901 shares 1,901 $37.7K 0.01% +1 Timeline CWH CAMPING WORLD HLDGS INC More: the full row for CAMPING WORLD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 857 shares; 2023Q1: 660 shares; 2023Q2: 1,334 shares; 2023Q3: not reported; 2023Q4: 1,338 shares; 2024Q1: 1,345 shares 1,345 $37.5K 0.01% +7 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 229 shares; 2023Q1: 230 shares; 2023Q2: 137 shares; 2023Q3: not reported; 2023Q4: 204 shares; 2024Q1: 505 shares 505 $37.4K 0.01% +301 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,971 shares; 2023Q1: 3,971 shares; 2023Q2: 3,055 shares; 2023Q3: not reported; 2023Q4: 1,800 shares; 2024Q1: 1,575 shares 1,575 $37.4K 0.01% -225 Timeline BUFQ 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,300 shares 1,300 $36.8K 0.01% new Timeline JMUB 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: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 173 shares; 2023Q3: not reported; 2023Q4: 788 shares; 2024Q1: 715 shares 715 $36.3K 0.01% -73 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 383 shares; 2023Q1: 572 shares; 2023Q2: 535 shares; 2023Q3: not reported; 2023Q4: 622 shares; 2024Q1: 535 shares 535 $36.3K 0.01% -87 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 723 shares; 2024Q1: 952 shares 952 $36.2K 0.01% +229 Timeline XLRE 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: not reported; 2022Q4: 132 shares; 2023Q1: 719 shares; 2023Q2: 971 shares; 2023Q3: not reported; 2023Q4: 913 shares; 2024Q1: 907 shares 907 $35.9K 0.01% -6 Timeline SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 30,628 shares; 2022Q4: 8,700 shares; 2023Q1: 8,700 shares; 2023Q2: 8,700 shares; 2023Q3: not reported; 2023Q4: 8,700 shares; 2024Q1: 9,200 shares 9,200 $35.7K 0.01% +500 DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,075 shares; 2023Q1: 1,075 shares; 2023Q2: 1,075 shares; 2023Q3: not reported; 2023Q4: 575 shares; 2024Q1: 575 shares 575 $35.1K 0.01% 0 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 17,414 shares; 2022Q4: 667 shares; 2023Q1: 5,167 shares; 2023Q2: 5,167 shares; 2023Q3: not reported; 2023Q4: 6,310 shares; 2024Q1: 6,310 shares 6,310 $34.8K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,049 shares; 2022Q4: 400 shares; 2023Q1: 450 shares; 2023Q2: 130 shares; 2023Q3: not reported; 2023Q4: 174 shares; 2024Q1: 140 shares 140 $34.7K 0.01% -34 Timeline REMX 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: not reported; 2022Q4: not reported; 2023Q1: 675 shares; 2023Q2: 675 shares; 2023Q3: not reported; 2023Q4: 675 shares; 2024Q1: 675 shares 675 $34.7K 0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,200 shares; 2023Q1: 3,200 shares; 2023Q2: 3,000 shares; 2023Q3: not reported; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares 3,000 $34.4K 0.01% 0 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 259 shares; 2023Q3: not reported; 2023Q4: 673 shares; 2024Q1: 748 shares 748 $34.4K 0.01% +75 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: not reported; 2023Q4: 400 shares; 2024Q1: 400 shares 400 $34.3K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 513 shares; 2023Q1: 252 shares; 2023Q2: 252 shares; 2023Q3: not reported; 2023Q4: 252 shares; 2024Q1: 408 shares 408 $34.3K 0.01% +156 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 264 shares; 2023Q1: 289 shares; 2023Q2: 289 shares; 2023Q3: not reported; 2023Q4: 147 shares; 2024Q1: 257 shares 257 $34.1K 0.01% +110 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 555 shares; 2023Q1: 555 shares; 2023Q2: 555 shares; 2023Q3: not reported; 2023Q4: 555 shares; 2024Q1: 555 shares 555 $33.9K 0.01% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 270 shares; 2023Q1: 270 shares; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: 300 shares; 2024Q1: 300 shares 300 $33.8K 0.01% 0 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares; 2023Q3: not reported; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares 1,500 $33.6K 0.01% 0 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,200 shares; 2023Q1: 1,200 shares; 2023Q2: 1,200 shares; 2023Q3: not reported; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares 1,200 $33.4K 0.01% 0 Timeline FITE 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 230 shares; 2024Q1: 580 shares 580 $33.2K 0.01% +350 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 325 shares; 2023Q1: 325 shares; 2023Q2: 325 shares; 2023Q3: not reported; 2023Q4: 325 shares; 2024Q1: 325 shares 325 $33.1K 0.01% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,575 shares 5,575 $32.8K 0.01% new Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares 1,000 $32.8K 0.01% 0 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,600 shares; 2024Q1: 1,700 shares 1,700 $32.6K 0.01% +100 Timeline BBIN 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: not reported; 2022Q4: 411 shares; 2023Q1: not reported; 2023Q2: 751 shares; 2023Q3: not reported; 2023Q4: 751 shares; 2024Q1: 536 shares 536 $32.2K 0.01% -215 Timeline QABA FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,761 shares; 2023Q1: 1,761 shares; 2023Q2: 1,661 shares; 2023Q3: not reported; 2023Q4: 691 shares; 2024Q1: 691 shares 691 $32.2K 0.01% 0 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 25 shares; 2023Q2: 40 shares; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares 1,000 $31.8K 0.01% 0 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: not reported; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $31.1K 0.01% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,483 shares; 2023Q1: 222 shares; 2023Q2: 998 shares; 2023Q3: not reported; 2023Q4: 835 shares; 2024Q1: 714 shares 714 $31K 0.01% -121 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,464 shares; 2023Q1: 2,464 shares; 2023Q2: 1,464 shares; 2023Q3: not reported; 2023Q4: 1,464 shares; 2024Q1: 1,464 shares 1,464 $30.8K 0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,735 shares; 2023Q1: 1,735 shares; 2023Q2: 1,735 shares; 2023Q3: not reported; 2023Q4: 1,682 shares; 2024Q1: 1,882 shares 1,882 $30.8K 0.01% +200 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 700 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: not reported; 2023Q4: 300 shares; 2024Q1: 300 shares 300 $30.7K 0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 529 shares; 2023Q1: 142 shares; 2023Q2: 497 shares; 2023Q3: not reported; 2023Q4: 584 shares; 2024Q1: 601 shares 601 $30.5K 0.01% +17 Timeline XAR 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: not reported; 2022Q4: 741 shares; 2023Q1: 525 shares; 2023Q2: 290 shares; 2023Q3: not reported; 2023Q4: 395 shares; 2024Q1: 217 shares 217 $30.5K 0.01% -178 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 190 shares; 2023Q3: not reported; 2023Q4: 95 shares; 2024Q1: 235 shares 235 $30.4K 0.01% +140 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 650 shares; 2023Q3: not reported; 2023Q4: 875 shares; 2024Q1: 475 shares 475 $30.3K 0.01% -400 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 159 shares; 2023Q3: not reported; 2023Q4: 159 shares; 2024Q1: 159 shares 159 $30.3K 0.01% 0 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,137 shares; 2023Q1: 1,137 shares; 2023Q2: 1,444 shares; 2023Q3: not reported; 2023Q4: 2,284 shares; 2024Q1: 2,284 shares 2,284 $30.3K 0.01% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 500 shares; 2023Q3: not reported; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $30.1K 0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,245 shares; 2023Q1: 1,353 shares; 2023Q2: 953 shares; 2023Q3: not reported; 2023Q4: 1,015 shares; 2024Q1: 1,024 shares 1,024 $29.9K 0.01% +9 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 800 shares; 2024Q1: 1,161 shares 1,161 $29.9K 0.01% +361 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 688 shares; 2023Q3: not reported; 2023Q4: 591 shares; 2024Q1: 452 shares 452 $29.8K 0.01% -139 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 532 shares; 2023Q1: 487 shares; 2023Q2: 487 shares; 2023Q3: not reported; 2023Q4: 487 shares; 2024Q1: 275 shares 275 $29.8K 0.01% -212 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: not reported; 2023Q4: 150 shares; 2024Q1: 150 shares 150 $29.6K 0.01% 0 Timeline STIP 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: not reported; 2022Q4: 181 shares; 2023Q1: not reported; 2023Q2: 156 shares; 2023Q3: not reported; 2023Q4: 251 shares; 2024Q1: 297 shares 297 $29.5K 0.01% +46 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 290 shares; 2023Q3: not reported; 2023Q4: 591 shares; 2024Q1: 591 shares 591 $29.3K 0.01% 0 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,250 shares; 2024Q1: 1,250 shares 1,250 $29.2K 0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,361 shares; 2023Q1: 1,471 shares; 2023Q2: 1,231 shares; 2023Q3: not reported; 2023Q4: 655 shares; 2024Q1: 490 shares 490 $29.2K 0.01% -165 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,636 shares; 2023Q1: 2,636 shares; 2023Q2: 2,636 shares; 2023Q3: not reported; 2023Q4: 2,636 shares; 2024Q1: 2,636 shares 2,636 $29.2K 0.01% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 408 shares; 2023Q1: 408 shares; 2023Q2: 408 shares; 2023Q3: not reported; 2023Q4: 284 shares; 2024Q1: 285 shares 285 $29.1K 0.01% +1 Timeline XSD 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: not reported; 2022Q4: 125 shares; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: not reported; 2023Q4: 125 shares; 2024Q1: 125 shares 125 $29K 0.01% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 308 shares; 2023Q3: not reported; 2023Q4: 308 shares; 2024Q1: 308 shares 308 $28.7K 0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 347 shares; 2023Q1: not reported; 2023Q2: 1,861 shares; 2023Q3: not reported; 2023Q4: 421 shares; 2024Q1: 554 shares 554 $28.3K 0.01% +133 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,604 shares; 2022Q4: 6,391 shares; 2023Q1: 5,356 shares; 2023Q2: 4,746 shares; 2023Q3: not reported; 2023Q4: 2,023 shares; 2024Q1: 976 shares 976 $28.1K 0.01% -1,047 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 644 shares; 2024Q1: 652 shares 652 $28K 0.01% +8 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 402 shares; 2024Q1: 442 shares 442 $27.8K 0.01% +40 Timeline XHE 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 160 shares; 2024Q1: 314 shares 314 $27.6K 0.01% +154 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: not reported; 2022Q4: 900 shares; 2023Q1: 900 shares; 2023Q2: 1,200 shares; 2023Q3: not reported; 2023Q4: 1,355 shares; 2024Q1: 1,355 shares 1,355 $27.5K 0.01% 0 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 75 shares; 2023Q2: 256 shares; 2023Q3: not reported; 2023Q4: 594 shares; 2024Q1: 719 shares 719 $27.3K 0.01% +125 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 4,460 shares; 2023Q1: 5,460 shares; 2023Q2: 216 shares; 2023Q3: not reported; 2023Q4: 253 shares; 2024Q1: 287 shares 287 $27.3K 0.01% +34 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 990 shares; 2023Q1: 890 shares; 2023Q2: 890 shares; 2023Q3: not reported; 2023Q4: 790 shares; 2024Q1: 790 shares 790 $27.2K 0.01% 0 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $27.2K 0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 320 shares; 2023Q1: 320 shares; 2023Q2: 320 shares; 2023Q3: not reported; 2023Q4: 320 shares; 2024Q1: 190 shares 190 $27.1K 0.01% -130 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 427 shares 427 $27K 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 408 shares; 2023Q3: not reported; 2023Q4: 400 shares; 2024Q1: 400 shares 400 $26.7K 0.01% 0 Timeline IDU 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: not reported; 2022Q4: 710 shares; 2023Q1: 695 shares; 2023Q2: 695 shares; 2023Q3: not reported; 2023Q4: 315 shares; 2024Q1: 315 shares 315 $26.6K 0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 135 shares; 2023Q1: 135 shares; 2023Q2: 210 shares; 2023Q3: not reported; 2023Q4: 210 shares; 2024Q1: 210 shares 210 $26.5K 0.01% 0 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: not reported; 2022Q4: 1,266 shares; 2023Q1: 1,266 shares; 2023Q2: 1,266 shares; 2023Q3: not reported; 2023Q4: 1,351 shares; 2024Q1: 1,351 shares 1,351 $26.4K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,106 shares; 2023Q1: 1,306 shares; 2023Q2: 806 shares; 2023Q3: not reported; 2023Q4: 1,106 shares; 2024Q1: 1,156 shares 1,156 $26.3K 0.01% +50 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 900 shares; 2023Q1: 900 shares; 2023Q2: 900 shares; 2023Q3: not reported; 2023Q4: 900 shares; 2024Q1: 900 shares 900 $26.3K 0.01% 0 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares 3,000 $26.2K 0.01% 0 Timeline TDV 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 469 shares; 2023Q3: not reported; 2023Q4: 462 shares; 2024Q1: 363 shares 363 $26.1K 0.01% -99 Timeline JPEM 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 321 shares; 2024Q1: 485 shares 485 $25.9K 0.01% +164 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 200 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: not reported; 2023Q4: 300 shares; 2024Q1: 300 shares 300 $25.9K 0.01% 0 Timeline EAGG 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: not reported; 2022Q4: 508 shares; 2023Q1: not reported; 2023Q2: 499 shares; 2023Q3: not reported; 2023Q4: 375 shares; 2024Q1: 550 shares 550 $25.9K 0.01% +175 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,520 shares; 2023Q1: 1,520 shares; 2023Q2: 1,520 shares; 2023Q3: not reported; 2023Q4: 720 shares; 2024Q1: 720 shares 720 $25.4K 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 8 shares; 2023Q1: 8 shares; 2023Q2: 8 shares; 2023Q3: not reported; 2023Q4: 7 shares; 2024Q1: 7 shares 7 $25.4K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 21,906 shares; 2022Q4: 415 shares; 2023Q1: 749 shares; 2023Q2: 576 shares; 2023Q3: not reported; 2023Q4: 386 shares; 2024Q1: 469 shares 469 $25.4K 0.01% +83 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $25.3K 0.01% 0 Timeline GMOM CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 316 shares; 2023Q1: 316 shares; 2023Q2: 316 shares; 2023Q3: not reported; 2023Q4: 869 shares; 2024Q1: 869 shares 869 $25.3K 0.01% 0 Timeline BOAT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 840 shares; 2023Q2: 840 shares; 2023Q3: not reported; 2023Q4: 840 shares; 2024Q1: 840 shares 840 $25.2K 0.01% 0 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 344 shares; 2023Q1: 346 shares; 2023Q2: 347 shares; 2023Q3: not reported; 2023Q4: 349 shares; 2024Q1: 350 shares 350 $24.8K <0.01% +1 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 117 shares; 2023Q1: 67 shares; 2023Q2: 67 shares; 2023Q3: not reported; 2023Q4: 155 shares; 2024Q1: 159 shares 159 $24.6K <0.01% +4 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 185 shares; 2023Q1: 185 shares; 2023Q2: 185 shares; 2023Q3: not reported; 2023Q4: 185 shares; 2024Q1: 185 shares 185 $24.6K <0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,534 shares; 2023Q1: 312 shares; 2023Q2: 369 shares; 2023Q3: not reported; 2023Q4: 478 shares; 2024Q1: 478 shares 478 $24.5K <0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 41 shares; 2023Q1: 41 shares; 2023Q2: 41 shares; 2023Q3: not reported; 2023Q4: 41 shares; 2024Q1: 108 shares 108 $24.4K <0.01% +67 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 512 shares; 2023Q1: 317 shares; 2023Q2: 244 shares; 2023Q3: not reported; 2023Q4: 223 shares; 2024Q1: 224 shares 224 $24.3K <0.01% +1 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: not reported; 2022Q4: 1,171 shares; 2023Q1: 655 shares; 2023Q2: 999 shares; 2023Q3: not reported; 2023Q4: 647 shares; 2024Q1: 751 shares 751 $24.2K <0.01% +104 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,164 shares; 2023Q1: 1,180 shares; 2023Q2: 371 shares; 2023Q3: not reported; 2023Q4: 581 shares; 2024Q1: 420 shares 420 $24.2K <0.01% -161 Timeline XME 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: not reported; 2022Q4: 550 shares; 2023Q1: 550 shares; 2023Q2: 550 shares; 2023Q3: not reported; 2023Q4: 400 shares; 2024Q1: 400 shares 400 $24.1K <0.01% 0 Timeline AOR 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 432 shares; 2023Q3: not reported; 2023Q4: 432 shares; 2024Q1: 432 shares 432 $24.1K <0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 25,838 shares; 2022Q4: 3,665 shares; 2023Q1: 5,765 shares; 2023Q2: 5,765 shares; 2023Q3: not reported; 2023Q4: 2,100 shares; 2024Q1: 2,100 shares 2,100 $24.1K <0.01% 0 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 90 shares 90 $24K <0.01% new 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: not reported; 2022Q4: 618 shares; 2023Q1: 368 shares; 2023Q2: 94 shares; 2023Q3: not reported; 2023Q4: 94 shares; 2024Q1: 94 shares 94 $23.9K <0.01% 0 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 725 shares; 2023Q1: 725 shares; 2023Q2: 725 shares; 2023Q3: not reported; 2023Q4: 725 shares; 2024Q1: 725 shares 725 $23.7K <0.01% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 24 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: not reported; 2023Q4: 28 shares; 2024Q1: 28 shares 28 $23.6K <0.01% 0 DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 31 shares; 2023Q1: 31 shares; 2023Q2: 31 shares; 2023Q3: not reported; 2023Q4: 125 shares; 2024Q1: 133 shares 133 $23.6K <0.01% +8 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 775 shares; 2023Q1: 1,775 shares; 2023Q2: 1,575 shares; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 870 shares 870 $23.6K <0.01% -130 Timeline RPG 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 905 shares; 2024Q1: 640 shares 640 $23.5K <0.01% -265 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 30 shares; 2023Q1: 245 shares; 2023Q2: 195 shares; 2023Q3: not reported; 2023Q4: 195 shares; 2024Q1: 195 shares 195 $23.3K <0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 340 shares; 2023Q1: 340 shares; 2023Q2: 254 shares; 2023Q3: not reported; 2023Q4: 230 shares; 2024Q1: 230 shares 230 $23.3K <0.01% 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 709 shares; 2023Q1: 28 shares; 2023Q2: 732 shares; 2023Q3: not reported; 2023Q4: 208 shares; 2024Q1: 215 shares 215 $23.1K <0.01% +7 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,500 shares; 2024Q1: 2,000 shares 2,000 $23K <0.01% +500 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: not reported; 2023Q4: 50 shares; 2024Q1: 280 shares 280 $23K <0.01% +230 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 70 shares; 2023Q1: 70 shares; 2023Q2: 70 shares; 2023Q3: not reported; 2023Q4: 70 shares; 2024Q1: 70 shares 70 $23K <0.01% 0 Timeline DVOL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 750 shares; 2023Q1: 750 shares; 2023Q2: 750 shares; 2023Q3: not reported; 2023Q4: 750 shares; 2024Q1: 750 shares 750 $22.9K <0.01% 0 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 275 shares; 2023Q1: 275 shares; 2023Q2: 275 shares; 2023Q3: not reported; 2023Q4: 275 shares; 2024Q1: 275 shares 275 $22.7K <0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 51 shares; 2023Q1: 45 shares; 2023Q2: 45 shares; 2023Q3: not reported; 2023Q4: 15 shares; 2024Q1: 15 shares 15 $22.7K <0.01% 0 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 800 shares; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: not reported; 2023Q4: 800 shares; 2024Q1: 800 shares 800 $22.7K <0.01% 0 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,671 shares 1,671 $22.1K <0.01% new Timeline SPAB 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: not reported; 2022Q4: 1,040 shares; 2023Q1: 1,021 shares; 2023Q2: 1,021 shares; 2023Q3: not reported; 2023Q4: 871 shares; 2024Q1: 871 shares 871 $22K <0.01% 0 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,120 shares; 2023Q1: 1,120 shares; 2023Q2: 1,120 shares; 2023Q3: not reported; 2023Q4: 1,120 shares; 2024Q1: 1,120 shares 1,120 $21.7K <0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 180 shares 180 $21.4K <0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $21.3K <0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 213 shares; 2023Q1: 493 shares; 2023Q2: 493 shares; 2023Q3: not reported; 2023Q4: 450 shares; 2024Q1: 400 shares 400 $21.2K <0.01% -50 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 75 shares; 2023Q3: not reported; 2023Q4: 288 shares; 2024Q1: 239 shares 239 $21.1K <0.01% -49 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,297 shares; 2023Q1: not reported; 2023Q2: 856 shares; 2023Q3: not reported; 2023Q4: 1,768 shares; 2024Q1: 1,515 shares 1,515 $21K <0.01% -253 Timeline KOMP 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: not reported; 2022Q4: 471 shares; 2023Q1: 437 shares; 2023Q2: 437 shares; 2023Q3: not reported; 2023Q4: 437 shares; 2024Q1: 437 shares 437 $21K <0.01% 0 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 754 shares; 2023Q1: 754 shares; 2023Q2: 754 shares; 2023Q3: not reported; 2023Q4: 754 shares; 2024Q1: 754 shares 754 $20.7K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 300 shares; 2023Q1: 232 shares; 2023Q2: 463 shares; 2023Q3: not reported; 2023Q4: 157 shares; 2024Q1: 157 shares 157 $20.7K <0.01% 0 Timeline CNRG 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: not reported; 2022Q4: 54 shares; 2023Q1: not reported; 2023Q2: 232 shares; 2023Q3: not reported; 2023Q4: 222 shares; 2024Q1: 317 shares 317 $20.5K <0.01% +95 Timeline WLKP WESTLAKE CHEM PARTNERS LP More: the full row for WESTLAKE CHEM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 922 shares; 2023Q3: not reported; 2023Q4: 922 shares; 2024Q1: 922 shares 922 $20.5K <0.01% 0 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares 1,000 $20.4K <0.01% 0 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,277 shares; 2023Q3: not reported; 2023Q4: 1,277 shares; 2024Q1: 1,277 shares 1,277 $20.4K <0.01% 0 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,695 shares; 2024Q1: 1,277 shares 1,277 $20.4K <0.01% -418 Timeline IGPT 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 450 shares 450 $20.4K <0.01% new Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 699 shares; 2023Q1: 699 shares; 2023Q2: 600 shares; 2023Q3: not reported; 2023Q4: 600 shares; 2024Q1: 600 shares 600 $20.3K <0.01% 0 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $19.9K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 201 shares; 2023Q2: 252 shares; 2023Q3: not reported; 2023Q4: 524 shares; 2024Q1: 537 shares 537 $19.9K <0.01% +13 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 190 shares; 2023Q1: 176 shares; 2023Q2: 160 shares; 2023Q3: not reported; 2023Q4: 197 shares; 2024Q1: 160 shares 160 $19.8K <0.01% -37 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: not reported; 2023Q4: 870 shares; 2024Q1: 870 shares 870 $19.6K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 475 shares; 2023Q1: 475 shares; 2023Q2: 475 shares; 2023Q3: not reported; 2023Q4: 475 shares; 2024Q1: 475 shares 475 $19.5K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 80 shares; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: not reported; 2023Q4: 114 shares; 2024Q1: 131 shares 131 $19.5K <0.01% +17 Timeline PDN 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: not reported; 2022Q4: 593 shares; 2023Q1: 593 shares; 2023Q2: 593 shares; 2023Q3: not reported; 2023Q4: 593 shares; 2024Q1: 593 shares 593 $19.5K <0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 119 shares; 2023Q1: 449 shares; 2023Q2: 449 shares; 2023Q3: not reported; 2023Q4: 449 shares; 2024Q1: 449 shares 449 $19.5K <0.01% 0 Timeline SCHO 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: not reported; 2022Q4: 292 shares; 2023Q1: not reported; 2023Q2: 263 shares; 2023Q3: not reported; 2023Q4: 320 shares; 2024Q1: 402 shares 402 $19.4K <0.01% +82 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 302 shares; 2023Q1: 292 shares; 2023Q2: 292 shares; 2023Q3: not reported; 2023Q4: 262 shares; 2024Q1: 312 shares 312 $19.3K <0.01% +50 Timeline BRCC BRC INC More: the full row for BRC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,427 shares; 2023Q1: 4,059 shares; 2023Q2: 4,509 shares; 2023Q3: not reported; 2023Q4: 4,509 shares; 2024Q1: 4,509 shares 4,509 $19.3K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,131 shares; 2022Q4: 4,454 shares; 2023Q1: 4,661 shares; 2023Q2: 118 shares; 2023Q3: not reported; 2023Q4: 71 shares; 2024Q1: 71 shares 71 $19.3K <0.01% 0 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 425 shares; 2023Q1: 425 shares; 2023Q2: 425 shares; 2023Q3: not reported; 2023Q4: 425 shares; 2024Q1: 425 shares 425 $19.3K <0.01% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,230 shares; 2023Q1: 1,230 shares; 2023Q2: 250 shares; 2023Q3: not reported; 2023Q4: 250 shares; 2024Q1: 250 shares 250 $19.1K <0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 281 shares; 2023Q1: 113 shares; 2023Q2: 113 shares; 2023Q3: not reported; 2023Q4: 113 shares; 2024Q1: 113 shares 113 $19.1K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 18 shares; 2023Q1: 18 shares; 2023Q2: 65 shares; 2023Q3: not reported; 2023Q4: 65 shares; 2024Q1: 65 shares 65 $18.9K <0.01% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 322 shares; 2023Q1: 322 shares; 2023Q2: 322 shares; 2023Q3: not reported; 2023Q4: 322 shares; 2024Q1: 322 shares 322 $18.9K <0.01% 0 Timeline PBTP 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: not reported; 2022Q4: not reported; 2023Q1: 901 shares; 2023Q2: 912 shares; 2023Q3: not reported; 2023Q4: 923 shares; 2024Q1: 755 shares 755 $18.9K <0.01% -168 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 143 shares; 2023Q1: 178 shares; 2023Q2: 78 shares; 2023Q3: not reported; 2023Q4: 78 shares; 2024Q1: 78 shares 78 $18.9K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 157 shares; 2023Q1: 157 shares; 2023Q2: 97 shares; 2023Q3: not reported; 2023Q4: 97 shares; 2024Q1: 97 shares 97 $18.9K <0.01% 0 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: not reported; 2023Q4: 150 shares; 2024Q1: 150 shares 150 $18.7K <0.01% 0 Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 420 shares; 2023Q2: 620 shares; 2023Q3: not reported; 2023Q4: 620 shares; 2024Q1: 620 shares 620 $18.6K <0.01% 0 Timeline NUSC 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: not reported; 2022Q4: 87 shares; 2023Q1: not reported; 2023Q2: 422 shares; 2023Q3: not reported; 2023Q4: 418 shares; 2024Q1: 444 shares 444 $18.5K <0.01% +26 Timeline NUMV 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: not reported; 2022Q4: 144 shares; 2023Q1: not reported; 2023Q2: 628 shares; 2023Q3: not reported; 2023Q4: 573 shares; 2024Q1: 530 shares 530 $18.1K <0.01% -43 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,008 shares; 2022Q4: 3,339 shares; 2023Q1: 3,288 shares; 2023Q2: 12 shares; 2023Q3: not reported; 2023Q4: 15 shares; 2024Q1: 45 shares 45 $18K <0.01% +30 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: not reported; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: 170 shares; 2024Q1: 170 shares 170 $17.9K <0.01% 0 Timeline EWJ 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: not reported; 2022Q4: 6 shares; 2023Q1: not reported; 2023Q2: 110 shares; 2023Q3: not reported; 2023Q4: 133 shares; 2024Q1: 251 shares 251 $17.9K <0.01% +118 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 743 shares; 2023Q1: 743 shares; 2023Q2: 743 shares; 2023Q3: not reported; 2023Q4: 743 shares; 2024Q1: 743 shares 743 $17.9K <0.01% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 512 shares; 2024Q1: 512 shares 512 $17.8K <0.01% 0 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares 1,000 $17.7K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 84 shares; 2023Q3: not reported; 2023Q4: 65 shares; 2024Q1: 360 shares 360 $17.5K <0.01% +295 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 300 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $17.5K <0.01% 0 Timeline VERINT SYS INC VERINT SYS INC More: the full row for VERINT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 525 shares 525 $17.4K <0.01% new XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,067 shares; 2023Q1: 2,067 shares; 2023Q2: 2,067 shares; 2023Q3: not reported; 2023Q4: 2,067 shares; 2024Q1: 2,067 shares 2,067 $16.9K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,191 shares; 2022Q4: 1,150 shares; 2023Q1: 1,150 shares; 2023Q2: 1,153 shares; 2023Q3: not reported; 2023Q4: 150 shares; 2024Q1: 150 shares 150 $16.8K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 98,566 shares; 2022Q4: 218 shares; 2023Q1: 218 shares; 2023Q2: 218 shares; 2023Q3: not reported; 2023Q4: 218 shares; 2024Q1: 218 shares 218 $16.8K <0.01% 0 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 622 shares; 2023Q1: 622 shares; 2023Q2: 622 shares; 2023Q3: not reported; 2023Q4: 122 shares; 2024Q1: 642 shares 642 $16.8K <0.01% +520 Timeline PHO 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: not reported; 2022Q4: 101 shares; 2023Q1: 251 shares; 2023Q2: 251 shares; 2023Q3: not reported; 2023Q4: 251 shares; 2024Q1: 251 shares 251 $16.7K <0.01% 0 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 175 shares; 2023Q1: 175 shares; 2023Q2: 175 shares; 2023Q3: not reported; 2023Q4: 175 shares; 2024Q1: 175 shares 175 $16.7K <0.01% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 10,173 shares; 2022Q4: 3,777 shares; 2023Q1: 3,537 shares; 2023Q2: 2,247 shares; 2023Q3: not reported; 2023Q4: 1,847 shares; 2024Q1: 480 shares 480 $16.6K <0.01% -1,367 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 617 shares; 2023Q1: 617 shares; 2023Q2: 517 shares; 2023Q3: not reported; 2023Q4: 495 shares; 2024Q1: 280 shares 280 $16.6K <0.01% -215 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 350 shares; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: not reported; 2023Q4: 350 shares; 2024Q1: 350 shares 350 $16.5K <0.01% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2 shares; 2023Q1: 2,002 shares; 2023Q2: 2,002 shares; 2023Q3: not reported; 2023Q4: 2,002 shares; 2024Q1: 2,002 shares 2,002 $16.4K <0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 350 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $16.3K <0.01% 0 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: not reported; 2022Q4: 2,614 shares; 2023Q1: 2,522 shares; 2023Q2: 408 shares; 2023Q3: not reported; 2023Q4: 410 shares; 2024Q1: 277 shares 277 $16.3K <0.01% -133 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: 1,535 shares; 2022Q4: 44 shares; 2023Q1: 43 shares; 2023Q2: 40 shares; 2023Q3: not reported; 2023Q4: 36 shares; 2024Q1: 28 shares 28 $16.3K <0.01% -8 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 12,469 shares; 2022Q4: 10,621 shares; 2023Q1: 11,621 shares; 2023Q2: 6,000 shares; 2023Q3: 12,297 shares; 2023Q4: 7,763 shares; 2024Q1: 2,093 shares 2,093 $16.3K <0.01% -5,670 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: not reported; 2022Q4: 1,719 shares; 2023Q1: 1,719 shares; 2023Q2: 188 shares; 2023Q3: not reported; 2023Q4: 180 shares; 2024Q1: 180 shares 180 $16.2K <0.01% 0 Timeline IDRV 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: not reported; 2022Q4: 225 shares; 2023Q1: 225 shares; 2023Q2: 475 shares; 2023Q3: not reported; 2023Q4: 515 shares; 2024Q1: 515 shares 515 $16.2K <0.01% 0 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: not reported; 2023Q4: 250 shares; 2024Q1: 250 shares 250 $16.1K <0.01% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,525 shares; 2023Q1: 3,194 shares; 2023Q2: 1,647 shares; 2023Q3: not reported; 2023Q4: 1,310 shares; 2024Q1: 1,065 shares 1,065 $16.1K <0.01% -245 Timeline PRF 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: not reported; 2022Q4: 81 shares; 2023Q1: 82 shares; 2023Q2: 82 shares; 2023Q3: not reported; 2023Q4: 415 shares; 2024Q1: 417 shares 417 $16K <0.01% +2 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 10,968 shares; 2022Q4: 3,333 shares; 2023Q1: 3,333 shares; 2023Q2: 3,333 shares; 2023Q3: not reported; 2023Q4: 3,333 shares; 2024Q1: 3,333 shares 3,333 $16K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 271 shares; 2023Q1: 261 shares; 2023Q2: 261 shares; 2023Q3: not reported; 2023Q4: 261 shares; 2024Q1: 261 shares 261 $15.7K <0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 400 shares; 2023Q1: 455 shares; 2023Q2: 467 shares; 2023Q3: not reported; 2023Q4: 255 shares; 2024Q1: 262 shares 262 $15.6K <0.01% +7 Timeline IYZ 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 706 shares; 2023Q3: not reported; 2023Q4: 706 shares; 2024Q1: 706 shares 706 $15.5K <0.01% 0 Timeline FFOG 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 456 shares; 2024Q1: 456 shares 456 $15.5K <0.01% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $15.4K <0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 411 shares; 2023Q1: 431 shares; 2023Q2: 110 shares; 2023Q3: not reported; 2023Q4: 110 shares; 2024Q1: 110 shares 110 $15.3K <0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 300 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $15.3K <0.01% 0 Timeline SHE 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: not reported; 2022Q4: 39 shares; 2023Q1: not reported; 2023Q2: 148 shares; 2023Q3: not reported; 2023Q4: 142 shares; 2024Q1: 144 shares 144 $15.2K <0.01% +2 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 70 shares; 2023Q1: 70 shares; 2023Q2: 70 shares; 2023Q3: not reported; 2023Q4: 70 shares; 2024Q1: 70 shares 70 $15K <0.01% 0 Timeline INVESTMENT MANAGERS SER TR I INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 625 shares; 2024Q1: 625 shares 625 $15K <0.01% 0 CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 350 shares 350 $14.8K <0.01% new Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: not reported; 2023Q4: 50 shares; 2024Q1: 650 shares 650 $14.7K <0.01% +600 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: 2,677 shares; 2022Q4: 8 shares; 2023Q1: 108 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 144 shares; 2024Q1: 100 shares 100 $14.7K <0.01% -44 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 560 shares; 2023Q1: 560 shares; 2023Q2: 560 shares; 2023Q3: not reported; 2023Q4: 435 shares; 2024Q1: 200 shares 200 $14.6K <0.01% -235 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 42 shares 42 $14.6K <0.01% new NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 187 shares; 2023Q1: 187 shares; 2023Q2: 187 shares; 2023Q3: not reported; 2023Q4: 737 shares; 2024Q1: 737 shares 737 $14.5K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,164 shares; 2023Q1: 2,164 shares; 2023Q2: 360 shares; 2023Q3: not reported; 2023Q4: 248 shares; 2024Q1: 337 shares 337 $14.4K <0.01% +89 Timeline DEW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 419 shares; 2023Q2: 426 shares; 2023Q3: not reported; 2023Q4: 436 shares; 2024Q1: 283 shares 283 $14.4K <0.01% -153 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: not reported; 2023Q4: 40 shares; 2024Q1: 40 shares 40 $14.3K <0.01% 0 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 9,416 shares; 2022Q4: 7,940 shares; 2023Q1: 10,065 shares; 2023Q2: 155 shares; 2023Q3: not reported; 2023Q4: 250 shares; 2024Q1: 250 shares 250 $14.3K <0.01% 0 Timeline PACTIV EVERGREEN INC PACTIV EVERGREEN INC More: the full row for PACTIV EVERGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,000 shares; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: not reported; 2023Q4: 2,000 shares; 2024Q1: 1,000 shares 1,000 $14.3K <0.01% -1,000 IXN 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: not reported; 2022Q4: 408 shares; 2023Q1: 408 shares; 2023Q2: 275 shares; 2023Q3: not reported; 2023Q4: 190 shares; 2024Q1: 190 shares 190 $14.2K <0.01% 0 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,041 shares; 2023Q2: 1,055 shares; 2023Q3: not reported; 2023Q4: 1,083 shares; 2024Q1: 897 shares 897 $14.2K <0.01% -186 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 375 shares; 2023Q1: 375 shares; 2023Q2: 720 shares; 2023Q3: not reported; 2023Q4: 459 shares; 2024Q1: 460 shares 460 $14.1K <0.01% +1 Timeline TIMOTHY PLAN TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 559 shares; 2024Q1: 559 shares 559 $14K <0.01% 0 AVID BIOSERVICES INC AVID BIOSERVICES INC More: the full row for AVID BIOSERVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,086 shares; 2023Q3: not reported; 2023Q4: 2,086 shares; 2024Q1: 2,086 shares 2,086 $14K <0.01% 0 AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 341 shares; 2023Q2: 344 shares; 2023Q3: not reported; 2023Q4: 718 shares; 2024Q1: 627 shares 627 $13.8K <0.01% -91 Timeline NUMG 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: 7,162 shares; 2022Q4: 5,156 shares; 2023Q1: 3,034 shares; 2023Q2: 3,042 shares; 2023Q3: not reported; 2023Q4: 1,291 shares; 2024Q1: 311 shares 311 $13.8K <0.01% -980 Timeline PHAT PHATHOM PHARMACEUTICALS INC More: the full row for PHATHOM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,300 shares; 2024Q1: 1,300 shares 1,300 $13.8K <0.01% 0 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $13.7K <0.01% 0 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 676 shares; 2024Q1: 682 shares 682 $13.7K <0.01% +6 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 55 shares; 2023Q1: 55 shares; 2023Q2: 55 shares; 2023Q3: not reported; 2023Q4: 145 shares; 2024Q1: 55 shares 55 $13.6K <0.01% -90 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 495 shares; 2023Q1: 495 shares; 2023Q2: 495 shares; 2023Q3: not reported; 2023Q4: 495 shares; 2024Q1: 495 shares 495 $13.6K <0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 155 shares; 2024Q1: 155 shares 155 $13.6K <0.01% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 97 shares 97 $13.4K <0.01% new Timeline IDMO 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 317 shares 317 $13.3K <0.01% new Timeline PIEDMONT LITHIUM INC PIEDMONT LITHIUM INC More: the full row for PIEDMONT LITHIUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares 1,000 $13.3K <0.01% 0 GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: not reported; 2023Q4: 300 shares; 2024Q1: 300 shares 300 $13.3K <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 527 shares; 2023Q1: 500 shares; 2023Q2: 71 shares; 2023Q3: not reported; 2023Q4: 102 shares; 2024Q1: 130 shares 130 $13.3K <0.01% +28 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 650 shares; 2023Q1: 372 shares; 2023Q2: 225 shares; 2023Q3: not reported; 2023Q4: 225 shares; 2024Q1: 225 shares 225 $13.2K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 114 shares; 2023Q1: 114 shares; 2023Q2: 114 shares; 2023Q3: not reported; 2023Q4: 99 shares; 2024Q1: 99 shares 99 $12.9K <0.01% 0 Timeline OEF 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: not reported; 2022Q4: 74 shares; 2023Q1: 74 shares; 2023Q2: 74 shares; 2023Q3: not reported; 2023Q4: 414 shares; 2024Q1: 51 shares 51 $12.6K <0.01% -363 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 337 shares; 2023Q3: not reported; 2023Q4: 337 shares; 2024Q1: 337 shares 337 $12.4K <0.01% 0 Timeline VYMI 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: not reported; 2022Q4: 295 shares; 2023Q1: 1,221 shares; 2023Q2: 1,413 shares; 2023Q3: not reported; 2023Q4: 186 shares; 2024Q1: 179 shares 179 $12.3K <0.01% -7 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 100 shares 100 $12.2K <0.01% new Timeline NUVEEN PREFERRED & INCO… NUVEEN PREFERRED & INCOME More: the full row for NUVEEN PREFERRED & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 630 shares; 2024Q1: 630 shares 630 $12.1K <0.01% 0 STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 362 shares; 2023Q1: 362 shares; 2023Q2: 265 shares; 2023Q3: not reported; 2023Q4: 235 shares; 2024Q1: 235 shares 235 $12.1K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: not reported; 2023Q4: 40 shares; 2024Q1: 40 shares 40 $12.1K <0.01% 0 Timeline ACV VIRTUS DIVERSIFIED INCM & CO More: the full row for VIRTUS DIVERSIFIED INCM & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $12K <0.01% 0 Timeline BNO UNITED STS BRENT OIL FD LP More: the full row for UNITED STS BRENT OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 375 shares; 2023Q1: 375 shares; 2023Q2: 375 shares; 2023Q3: not reported; 2023Q4: 375 shares; 2024Q1: 375 shares 375 $12K <0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 41 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 83 shares; 2024Q1: 83 shares 83 $12K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,171 shares; 2023Q1: 1,450 shares; 2023Q2: 1,263 shares; 2023Q3: not reported; 2023Q4: 293 shares; 2024Q1: 295 shares 295 $11.9K <0.01% +2 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 255 shares 255 $11.8K <0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,884 shares; 2022Q4: 976 shares; 2023Q1: 109 shares; 2023Q2: 1,144 shares; 2023Q3: not reported; 2023Q4: 1,091 shares; 2024Q1: 129 shares 129 $11.6K <0.01% -962 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 131 shares; 2023Q1: 131 shares; 2023Q2: 131 shares; 2023Q3: not reported; 2023Q4: 131 shares; 2024Q1: 131 shares 131 $11.4K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 15,098 shares; 2022Q4: 10,269 shares; 2023Q1: 9,548 shares; 2023Q2: 1,801 shares; 2023Q3: not reported; 2023Q4: 1,370 shares; 2024Q1: 1,302 shares 1,302 $11.4K <0.01% -68 Timeline CEF 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: not reported; 2022Q4: 557 shares; 2023Q1: 557 shares; 2023Q2: 557 shares; 2023Q3: not reported; 2023Q4: 557 shares; 2024Q1: 557 shares 557 $11.3K <0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,055 shares; 2023Q1: 1,855 shares; 2023Q2: 1,800 shares; 2023Q3: not reported; 2023Q4: 1,800 shares; 2024Q1: 1,800 shares 1,800 $11.3K <0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 438 shares; 2023Q1: 271 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 104 shares 104 $11.1K <0.01% +4 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,380 shares; 2022Q4: 286 shares; 2023Q1: 564 shares; 2023Q2: 210 shares; 2023Q3: not reported; 2023Q4: 102 shares; 2024Q1: 71 shares 71 $11.1K <0.01% -31 Timeline FLEU 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: not reported; 2022Q4: not reported; 2023Q1: 425 shares; 2023Q2: 425 shares; 2023Q3: not reported; 2023Q4: 425 shares; 2024Q1: 425 shares 425 $11.1K <0.01% 0 Timeline XMLV 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: not reported; 2022Q4: 193 shares; 2023Q1: 193 shares; 2023Q2: 193 shares; 2023Q3: not reported; 2023Q4: 193 shares; 2024Q1: 193 shares 193 $10.9K <0.01% 0 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 270 shares; 2023Q3: not reported; 2023Q4: 270 shares; 2024Q1: 270 shares 270 $10.9K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 50 shares; 2023Q1: 150 shares; 2023Q2: 50 shares; 2023Q3: not reported; 2023Q4: 50 shares; 2024Q1: 40 shares 40 $10.8K <0.01% -10 Timeline VT 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: not reported; 2022Q4: 683 shares; 2023Q1: 1,407 shares; 2023Q2: 772 shares; 2023Q3: not reported; 2023Q4: 98 shares; 2024Q1: 98 shares 98 $10.8K <0.01% 0 Timeline FDTS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 252 shares; 2024Q1: 256 shares 256 $10.8K <0.01% +4 Timeline BROOKFIELD INFRASTRUCT FCLA… BROOKFIELD INFRASTRUCT FCLASS … More: the full row for BROOKFIELD INFRASTRUCT FCLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 497 shares; 2024Q1: 300 shares 300 $10.8K <0.01% -197 CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 80 shares; 2023Q3: not reported; 2023Q4: 80 shares; 2024Q1: 80 shares 80 $10.8K <0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 13,765 shares; 2022Q4: 4,725 shares; 2023Q1: 4,725 shares; 2023Q2: 4,725 shares; 2023Q3: not reported; 2023Q4: 4,725 shares; 2024Q1: 350 shares 350 $10.7K <0.01% -4,375 Timeline SCHR 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: 10,693 shares; 2022Q4: 13,032 shares; 2023Q1: 3,596 shares; 2023Q2: 1,131 shares; 2023Q3: not reported; 2023Q4: 442 shares; 2024Q1: 216 shares 216 $10.6K <0.01% -226 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 241 shares; 2023Q1: 241 shares; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $10.6K <0.01% 0 Timeline KIE 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 200 shares 200 $10.4K <0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 103 shares; 2023Q1: 70 shares; 2023Q2: 70 shares; 2023Q3: not reported; 2023Q4: 70 shares; 2024Q1: 70 shares 70 $10.4K <0.01% 0 Timeline VGLT 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 64 shares; 2023Q3: not reported; 2023Q4: 175 shares; 2024Q1: 175 shares 175 $10.4K <0.01% 0 Timeline IYM 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 70 shares 70 $10.3K <0.01% new Timeline TAC TRANSALTA CORP More: the full row for TRANSALTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,600 shares; 2023Q1: 1,600 shares; 2023Q2: 1,600 shares; 2023Q3: not reported; 2023Q4: 1,600 shares; 2024Q1: 1,600 shares 1,600 $10.3K <0.01% 0 Timeline AOK 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: not reported; 2022Q4: 615 shares; 2023Q1: 687 shares; 2023Q2: 567 shares; 2023Q3: not reported; 2023Q4: 277 shares; 2024Q1: 277 shares 277 $10.2K <0.01% 0 Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 712 shares; 2023Q1: 712 shares; 2023Q2: 559 shares; 2023Q3: not reported; 2023Q4: 544 shares; 2024Q1: 544 shares 544 $10.2K <0.01% 0 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,086 shares; 2023Q1: 2,578 shares; 2023Q2: 1,722 shares; 2023Q3: not reported; 2023Q4: 818 shares; 2024Q1: 818 shares 818 $10.2K <0.01% 0 Timeline HFXI 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 375 shares 375 $10.1K <0.01% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,000 shares; 2023Q1: not reported; 2023Q2: 302 shares; 2023Q3: not reported; 2023Q4: 357 shares; 2024Q1: 360 shares 360 $10K <0.01% +3 Timeline SILVERCREST METALS INC SILVERCREST METALS INC More: the full row for SILVERCREST METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares; 2023Q3: not reported; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares 1,500 $9.99K <0.01% 0 TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 68 shares; 2023Q1: 56 shares; 2023Q2: 48 shares; 2023Q3: not reported; 2023Q4: 64 shares; 2024Q1: 51 shares 51 $9.95K <0.01% -13 Timeline SCHA 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 200 shares 200 $9.87K <0.01% new Timeline EASTERLY GOVERNMENT PROPERT… EASTERLY GOVERNMENT PROPERTIES More: the full row for EASTERLY GOVERNMENT PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 855 shares; 2024Q1: 855 shares 855 $9.84K <0.01% 0 XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 10 shares; 2023Q1: 2 shares; 2023Q2: 47 shares; 2023Q3: not reported; 2023Q4: 35 shares; 2024Q1: 53 shares 53 $9.75K <0.01% +18 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 250 shares 250 $9.65K <0.01% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: not reported; 2023Q4: 50 shares; 2024Q1: 50 shares 50 $9.63K <0.01% 0 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 144 shares; 2023Q1: 144 shares; 2023Q2: 144 shares; 2023Q3: not reported; 2023Q4: 144 shares; 2024Q1: 144 shares 144 $9.6K <0.01% 0 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 325 shares; 2023Q1: 325 shares; 2023Q2: 325 shares; 2023Q3: not reported; 2023Q4: 325 shares; 2024Q1: 325 shares 325 $9.57K <0.01% 0 Timeline PPH 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 159 shares; 2023Q3: not reported; 2023Q4: 136 shares; 2024Q1: 105 shares 105 $9.52K <0.01% -31 Timeline EWT 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: not reported; 2022Q4: 46 shares; 2023Q1: not reported; 2023Q2: 123 shares; 2023Q3: not reported; 2023Q4: 241 shares; 2024Q1: 195 shares 195 $9.49K <0.01% -46 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 775 shares; 2023Q1: 1,166 shares; 2023Q2: 1,168 shares; 2023Q3: not reported; 2023Q4: 1,173 shares; 2024Q1: 783 shares 783 $9.48K <0.01% -390 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 345 shares; 2024Q1: 345 shares 345 $9.44K <0.01% 0 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 859 shares; 2023Q1: 452 shares; 2023Q2: 185 shares; 2023Q3: not reported; 2023Q4: 152 shares; 2024Q1: 137 shares 137 $9.43K <0.01% -15 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: not reported; 2022Q4: 60 shares; 2023Q1: 385 shares; 2023Q2: 185 shares; 2023Q3: not reported; 2023Q4: 185 shares; 2024Q1: 130 shares 130 $9.4K <0.01% -55 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 124 shares; 2023Q1: 124 shares; 2023Q2: 2,324 shares; 2023Q3: not reported; 2023Q4: 917 shares; 2024Q1: 792 shares 792 $9.37K <0.01% -125 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,103 shares; 2023Q1: 2,103 shares; 2023Q2: 1,598 shares; 2023Q3: not reported; 2023Q4: 825 shares; 2024Q1: 925 shares 925 $9.26K <0.01% +100 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 125 shares; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: not reported; 2023Q4: 125 shares; 2024Q1: 125 shares 125 $9.19K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,252 shares; 2023Q1: 1,252 shares; 2023Q2: 552 shares; 2023Q3: not reported; 2023Q4: 514 shares; 2024Q1: 438 shares 438 $9.17K <0.01% -76 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 426 shares; 2023Q1: 627 shares; 2023Q2: 628 shares; 2023Q3: not reported; 2023Q4: 254 shares; 2024Q1: 255 shares 255 $9.15K <0.01% +1 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: not reported; 2022Q4: 5 shares; 2023Q1: 5 shares; 2023Q2: 5 shares; 2023Q3: not reported; 2023Q4: 35 shares; 2024Q1: 30 shares 30 $9.14K <0.01% -5 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 58 shares; 2023Q3: not reported; 2023Q4: 58 shares; 2024Q1: 58 shares 58 $9.04K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 267 shares; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 153 shares; 2024Q1: 157 shares 157 $9.03K <0.01% +4 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 8 shares; 2023Q1: 8 shares; 2023Q2: 8 shares; 2023Q3: not reported; 2023Q4: 8 shares; 2024Q1: 8 shares 8 $9.03K <0.01% 0 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 467 shares; 2023Q2: 467 shares; 2023Q3: not reported; 2023Q4: 467 shares; 2024Q1: 467 shares 467 $9K <0.01% 0 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,905 shares; 2023Q1: 1,297 shares; 2023Q2: 1,297 shares; 2023Q3: not reported; 2023Q4: 800 shares; 2024Q1: 600 shares 600 $8.96K <0.01% -200 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 89 shares; 2023Q1: 7 shares; 2023Q2: 195 shares; 2023Q3: not reported; 2023Q4: 7 shares; 2024Q1: 177 shares 177 $8.94K <0.01% +170 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 280 shares; 2023Q3: not reported; 2023Q4: 280 shares; 2024Q1: 280 shares 280 $8.92K <0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 118 shares; 2024Q1: 100 shares 100 $8.88K <0.01% -18 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 12,787 shares; 2022Q4: 12,423 shares; 2023Q1: 12,353 shares; 2023Q2: 295 shares; 2023Q3: not reported; 2023Q4: 176 shares; 2024Q1: 176 shares 176 $8.83K <0.01% 0 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: not reported; 2022Q4: 943 shares; 2023Q1: 943 shares; 2023Q2: 948 shares; 2023Q3: not reported; 2023Q4: 962 shares; 2024Q1: 470 shares 470 $8.81K <0.01% -492 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,335 shares; 2023Q3: not reported; 2023Q4: 2,330 shares; 2024Q1: 1,630 shares 1,630 $8.74K <0.01% -700 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 65 shares; 2023Q1: 65 shares; 2023Q2: 65 shares; 2023Q3: not reported; 2023Q4: 65 shares; 2024Q1: 65 shares 65 $8.71K <0.01% 0 Timeline IGV 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: not reported; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: not reported; 2023Q4: 20 shares; 2024Q1: 100 shares 100 $8.53K <0.01% +80 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 336 shares; 2023Q3: not reported; 2023Q4: 336 shares; 2024Q1: 336 shares 336 $8.52K <0.01% 0 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,874 shares; 2023Q1: 1,874 shares; 2023Q2: 1,874 shares; 2023Q3: not reported; 2023Q4: 1,874 shares; 2024Q1: 1,874 shares 1,874 $8.49K <0.01% 0 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 175 shares; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $8.49K <0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 78 shares; 2023Q1: 78 shares; 2023Q2: 78 shares; 2023Q3: not reported; 2023Q4: 78 shares; 2024Q1: 78 shares 78 $8.48K <0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,610 shares; 2023Q3: not reported; 2023Q4: 1,854 shares; 2024Q1: 244 shares 244 $8.48K <0.01% -1,610 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 20 shares; 2023Q1: 13 shares; 2023Q2: 10 shares; 2023Q3: not reported; 2023Q4: 10 shares; 2024Q1: 10 shares 10 $8.46K <0.01% 0 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 265 shares; 2023Q1: 265 shares; 2023Q2: 189 shares; 2023Q3: not reported; 2023Q4: 24 shares; 2024Q1: 24 shares 24 $8.36K <0.01% 0 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares 1,000 $8.35K <0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 100 shares; 2023Q2: 101 shares; 2023Q3: not reported; 2023Q4: 102 shares; 2024Q1: 154 shares 154 $8.34K <0.01% +52 Timeline AMPLIFY ALTERNATIVE HARVEST… AMPLIFY ALTERNATIVE HARVEST ETF More: the full row for AMPLIFY ALTERNATIVE HARVEST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,995 shares 1,995 $8.34K <0.01% new PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,789 shares; 2023Q1: 2,789 shares; 2023Q2: 1,569 shares; 2023Q3: not reported; 2023Q4: 2,371 shares; 2024Q1: 2,371 shares 2,371 $8.16K <0.01% 0 Timeline EWQ 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 117 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 196 shares 196 $8.12K <0.01% new Timeline SMH 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 36 shares 36 $8.1K <0.01% new Timeline RCEL AVITA MEDICAL INC More: the full row for AVITA MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 700 shares; 2023Q1: 700 shares; 2023Q2: 1,800 shares; 2023Q3: not reported; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $8.02K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 90 shares 90 $7.98K <0.01% -10 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 175 shares; 2023Q1: 142 shares; 2023Q2: 136 shares; 2023Q3: not reported; 2023Q4: 136 shares; 2024Q1: 136 shares 136 $7.91K <0.01% 0 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 330 shares; 2023Q1: 310 shares; 2023Q2: 475 shares; 2023Q3: not reported; 2023Q4: 475 shares; 2024Q1: 475 shares 475 $7.9K <0.01% 0 MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $7.89K <0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 499 shares; 2023Q1: 70 shares; 2023Q2: 70 shares; 2023Q3: not reported; 2023Q4: 70 shares; 2024Q1: 35 shares 35 $7.87K <0.01% -35 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $7.83K <0.01% 0 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 527 shares; 2023Q1: 527 shares; 2023Q2: 527 shares; 2023Q3: not reported; 2023Q4: 527 shares; 2024Q1: 527 shares 527 $7.78K <0.01% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 200 shares; 2023Q1: 61 shares; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: 228 shares; 2024Q1: 228 shares 228 $7.75K <0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 82 shares; 2023Q1: not reported; 2023Q2: 96 shares; 2023Q3: not reported; 2023Q4: 113 shares; 2024Q1: 113 shares 113 $7.71K <0.01% 0 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: not reported; 2022Q4: 1,793 shares; 2023Q1: 1,793 shares; 2023Q2: 1,793 shares; 2023Q3: not reported; 2023Q4: 1,793 shares; 2024Q1: 1,793 shares 1,793 $7.69K <0.01% 0 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $7.69K <0.01% 0 Timeline OGIG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $7.67K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 108 shares; 2023Q1: 108 shares; 2023Q2: 108 shares; 2023Q3: not reported; 2023Q4: 79 shares; 2024Q1: 79 shares 79 $7.64K <0.01% 0 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 4,134 shares; 2023Q1: 5,505 shares; 2023Q2: 1,150 shares; 2023Q3: not reported; 2023Q4: 658 shares; 2024Q1: 351 shares 351 $7.62K <0.01% -307 RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: not reported; 2023Q4: 300 shares; 2024Q1: 300 shares 300 $7.59K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 26 shares; 2023Q1: 26 shares; 2023Q2: 26 shares; 2023Q3: not reported; 2023Q4: 26 shares; 2024Q1: 26 shares 26 $7.58K <0.01% 0 Timeline NODK NI HLDGS INC More: the full row for NI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: not reported; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $7.58K <0.01% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 100 shares 100 $7.57K <0.01% new Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 439 shares; 2023Q1: 328 shares; 2023Q2: 321 shares; 2023Q3: not reported; 2023Q4: 321 shares; 2024Q1: 337 shares 337 $7.56K <0.01% +16 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 204 shares; 2023Q1: 209 shares; 2023Q2: 214 shares; 2023Q3: not reported; 2023Q4: 323 shares; 2024Q1: 279 shares 279 $7.55K <0.01% -44 Timeline GOEX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 285 shares; 2023Q1: 285 shares; 2023Q2: 285 shares; 2023Q3: not reported; 2023Q4: 285 shares; 2024Q1: 285 shares 285 $7.51K <0.01% 0 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 279 shares; 2023Q3: not reported; 2023Q4: 316 shares; 2024Q1: 428 shares 428 $7.5K <0.01% +112 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 239 shares; 2023Q1: 239 shares; 2023Q2: 239 shares; 2023Q3: not reported; 2023Q4: 239 shares; 2024Q1: 239 shares 239 $7.48K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 152 shares; 2023Q1: 122 shares; 2023Q2: 122 shares; 2023Q3: not reported; 2023Q4: 70 shares; 2024Q1: 70 shares 70 $7.46K <0.01% 0 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: not reported; 2023Q4: 72 shares; 2024Q1: 72 shares 72 $7.46K <0.01% 0 Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 201 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $7.4K <0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 120 shares; 2023Q1: 120 shares; 2023Q2: 120 shares; 2023Q3: not reported; 2023Q4: 120 shares; 2024Q1: 120 shares 120 $7.33K <0.01% 0 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 700 shares; 2023Q1: 700 shares; 2023Q2: 700 shares; 2023Q3: not reported; 2023Q4: 700 shares; 2024Q1: 700 shares 700 $7.25K <0.01% 0 Timeline SAFETY SHOT INC SAFETY SHOT INC More: the full row for SAFETY SHOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares 3,000 $7.17K <0.01% 0 QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: not reported; 2023Q4: 400 shares; 2024Q1: 400 shares 400 $7.16K <0.01% 0 Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 58 shares; 2024Q1: 58 shares 58 $7.11K <0.01% 0 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: 6,642 shares; 2022Q4: 1,404 shares; 2023Q1: 808 shares; 2023Q2: 105 shares; 2023Q3: not reported; 2023Q4: 75 shares; 2024Q1: 75 shares 75 $7.06K <0.01% 0 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,897 shares; 2023Q1: 1,897 shares; 2023Q2: 600 shares; 2023Q3: not reported; 2023Q4: 600 shares; 2024Q1: 600 shares 600 $7.06K <0.01% 0 JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 123 shares; 2024Q1: 123 shares 123 $7.06K <0.01% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 71 shares; 2023Q1: 71 shares; 2023Q2: 71 shares; 2023Q3: not reported; 2023Q4: 71 shares; 2024Q1: 71 shares 71 $6.96K <0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 102 shares; 2023Q1: 93 shares; 2023Q2: 102 shares; 2023Q3: not reported; 2023Q4: 53 shares; 2024Q1: 53 shares 53 $6.96K <0.01% 0 Timeline EWI 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 140 shares; 2024Q1: 184 shares 184 $6.94K <0.01% +44 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 290 shares; 2023Q1: 290 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 48 shares; 2024Q1: 162 shares 162 $6.92K <0.01% +114 Timeline TIMOTHY PLAN TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 277 shares; 2024Q1: 277 shares 277 $6.82K <0.01% 0 SGML SIGMA LITHIUM CORPORATION More: the full row for SIGMA LITHIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 525 shares; 2023Q3: not reported; 2023Q4: 525 shares; 2024Q1: 525 shares 525 $6.8K <0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,022 shares; 2023Q1: 1,022 shares; 2023Q2: 1,046 shares; 2023Q3: not reported; 2023Q4: 64 shares; 2024Q1: 64 shares 64 $6.76K <0.01% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 140 shares; 2023Q1: 140 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $6.72K <0.01% 0 Timeline IDEV 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $6.71K <0.01% 0 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 60 shares; 2024Q1: 60 shares 60 $6.69K <0.01% 0 Timeline IIIN INSTEEL INDS INC More: the full row for INSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 94 shares; 2024Q1: 174 shares 174 $6.65K <0.01% +80 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,550 shares 1,550 $6.6K <0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,925 shares; 2022Q4: 5,440 shares; 2023Q1: 5,875 shares; 2023Q2: 457 shares; 2023Q3: not reported; 2023Q4: 716 shares; 2024Q1: 216 shares 216 $6.59K <0.01% -500 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 90 shares; 2023Q1: 90 shares; 2023Q2: 90 shares; 2023Q3: not reported; 2023Q4: 90 shares; 2024Q1: 90 shares 90 $6.57K <0.01% 0 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 78 shares; 2024Q1: 143 shares 143 $6.56K <0.01% +65 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: not reported; 2023Q4: 230 shares; 2024Q1: 190 shares 190 $6.53K <0.01% -40 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 4,901 shares; 2023Q1: 4,901 shares; 2023Q2: 4,901 shares; 2023Q3: not reported; 2023Q4: 3,133 shares; 2024Q1: 1,511 shares 1,511 $6.48K <0.01% -1,622 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 371 shares; 2023Q1: 188 shares; 2023Q2: 192 shares; 2023Q3: not reported; 2023Q4: 199 shares; 2024Q1: 202 shares 202 $6.46K <0.01% +3 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: not reported; 2023Q4: 150 shares; 2024Q1: 150 shares 150 $6.45K <0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 286 shares; 2023Q1: 286 shares; 2023Q2: 287 shares; 2023Q3: not reported; 2023Q4: 87 shares; 2024Q1: 88 shares 88 $6.43K <0.01% +1 Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 380 shares 380 $6.43K <0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 396 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 14 shares; 2024Q1: 25 shares 25 $6.42K <0.01% +11 Timeline USNA USANA HEALTH SCIENCES INC More: the full row for USANA HEALTH SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 132 shares; 2023Q1: 132 shares; 2023Q2: 132 shares; 2023Q3: not reported; 2023Q4: 132 shares; 2024Q1: 132 shares 132 $6.4K <0.01% 0 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $6.34K <0.01% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: not reported; 2023Q4: 148 shares; 2024Q1: 148 shares 148 $6.33K <0.01% 0 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $6.26K <0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $6.21K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 81 shares; 2023Q1: 51 shares; 2023Q2: 72 shares; 2023Q3: not reported; 2023Q4: 62 shares; 2024Q1: 38 shares 38 $6.14K <0.01% -24 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 596 shares; 2022Q4: 123 shares; 2023Q1: not reported; 2023Q2: 123 shares; 2023Q3: not reported; 2023Q4: 8 shares; 2024Q1: 6 shares 6 $6.12K <0.01% -2 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,458 shares; 2022Q4: 11 shares; 2023Q1: 11 shares; 2023Q2: 11 shares; 2023Q3: not reported; 2023Q4: 11 shares; 2024Q1: 11 shares 11 $6.11K <0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,216 shares; 2022Q4: 187 shares; 2023Q1: 187 shares; 2023Q2: 81 shares; 2023Q3: not reported; 2023Q4: 75 shares; 2024Q1: 33 shares 33 $6.1K <0.01% -42 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: not reported; 2023Q4: 600 shares; 2024Q1: 600 shares 600 $6.1K <0.01% 0 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 350 shares; 2023Q3: not reported; 2023Q4: 350 shares; 2024Q1: 350 shares 350 $6.09K <0.01% 0 Timeline