CCOR LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,139,185 shares; 2022Q4: 2,828,446 shares; 2023Q1: 2,636,501 shares; 2023Q2: 2,422,858 shares; 2023Q3: 2,635,775 shares; 2023Q4: 1,874,269 shares 1,874,269 $51.5M 8.5% -761,506 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 456,224 shares; 2022Q4: 510,724 shares; 2023Q1: 637,698 shares; 2023Q2: 632,175 shares; 2023Q3: 633,017 shares; 2023Q4: 634,268 shares 634,268 $44.6M 7.36% +1,251 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 87,631 shares; 2022Q4: 82,274 shares; 2023Q1: 68,196 shares; 2023Q2: 68,040 shares; 2023Q3: 67,066 shares; 2023Q4: 81,725 shares 81,725 $35.7M 5.89% +14,659 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 69,344 shares; 2022Q4: 86,434 shares; 2023Q1: 44,910 shares; 2023Q2: 45,033 shares; 2023Q3: 65,030 shares; 2023Q4: 68,206 shares 68,206 $32.4M 5.35% +3,176 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 224,740 shares; 2022Q4: 222,327 shares; 2023Q1: 201,289 shares; 2023Q2: 200,815 shares; 2023Q3: 200,600 shares; 2023Q4: 197,581 shares 197,581 $22.1M 3.64% -3,019 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 126 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 221,742 shares 221,742 $21.4M 3.53% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 214,334 shares; 2022Q4: 220,659 shares; 2023Q1: 288,271 shares; 2023Q2: 283,360 shares; 2023Q3: 282,913 shares; 2023Q4: 283,367 shares 283,367 $14.3M 2.36% +454 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 68,693 shares; 2022Q4: 68,548 shares; 2023Q1: 68,202 shares; 2023Q2: 72,231 shares; 2023Q3: 72,293 shares; 2023Q4: 64,745 shares 64,745 $13M 2.14% -7,548 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 141,606 shares; 2022Q4: 165,619 shares; 2023Q1: 11,757 shares; 2023Q2: 139,470 shares; 2023Q3: 139,625 shares; 2023Q4: 140,230 shares 140,230 $10.6M 1.74% +605 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 29,985 shares; 2022Q4: 31,320 shares; 2023Q1: 22,158 shares; 2023Q2: 20,978 shares; 2023Q3: 20,699 shares; 2023Q4: 20,674 shares 20,674 $9.87M 1.63% -25 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 51,177 shares; 2022Q4: 49,827 shares; 2023Q1: 51,995 shares; 2023Q2: 52,782 shares; 2023Q3: 52,572 shares; 2023Q4: 49,693 shares 49,693 $9.57M 1.58% -2,879 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 396,664 shares; 2022Q4: 396,664 shares; 2023Q1: 457,713 shares; 2023Q2: 457,713 shares; 2023Q3: 562,058 shares; 2023Q4: 562,058 shares 562,058 $8.52M 1.4% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 23,139 shares; 2022Q4: 23,081 shares; 2023Q1: 24,237 shares; 2023Q2: 21,507 shares; 2023Q3: 21,514 shares; 2023Q4: 19,940 shares 19,940 $7.5M 1.24% -1,574 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 97,310 shares; 2022Q4: 83,920 shares; 2023Q1: 84,140 shares; 2023Q2: 78,440 shares; 2023Q3: 78,027 shares; 2023Q4: 74,708 shares 74,708 $7.47M 1.23% -3,319 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 49,738 shares; 2022Q4: 49,335 shares; 2023Q1: 50,446 shares; 2023Q2: 45,219 shares; 2023Q3: 44,927 shares; 2023Q4: 41,966 shares 41,966 $7.14M 1.18% -2,961 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 132,480 shares; 2022Q4: 132,128 shares; 2023Q1: 135,745 shares; 2023Q2: 135,804 shares; 2023Q3: 136,249 shares; 2023Q4: 135,757 shares 135,757 $6.68M 1.1% -492 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 13,329 shares; 2022Q4: 12,550 shares; 2023Q1: 29,325 shares; 2023Q2: 28,351 shares; 2023Q3: 28,293 shares; 2023Q4: 29,219 shares 29,219 $6.23M 1.03% +926 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 23,735 shares; 2022Q4: 23,870 shares; 2023Q1: 24,240 shares; 2023Q2: 24,290 shares; 2023Q3: 24,175 shares; 2023Q4: 21,117 shares 21,117 $6.08M 1% -3,058 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 65,309 shares; 2022Q4: 56,340 shares; 2023Q1: 57,108 shares; 2023Q2: 54,615 shares; 2023Q3: 54,367 shares; 2023Q4: 54,041 shares 54,041 $5.89M 0.97% -326 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 18,207 shares; 2022Q4: 18,185 shares; 2023Q1: 18,879 shares; 2023Q2: 18,885 shares; 2023Q3: 18,948 shares; 2023Q4: 16,426 shares 16,426 $5.76M 0.95% -2,522 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 29,947 shares; 2022Q4: 29,907 shares; 2023Q1: 31,235 shares; 2023Q2: 31,275 shares; 2023Q3: 31,075 shares; 2023Q4: 27,172 shares 27,172 $5.59M 0.92% -3,903 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 32,967 shares; 2022Q4: 33,129 shares; 2023Q1: 34,265 shares; 2023Q2: 34,358 shares; 2023Q3: 34,457 shares; 2023Q4: 34,792 shares 34,792 $5.45M 0.9% +335 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 234,403 shares; 2022Q4: 174,896 shares; 2023Q1: 237,486 shares; 2023Q2: 229,038 shares; 2023Q3: 229,005 shares; 2023Q4: 192,998 shares 192,998 $5.4M 0.89% -36,007 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 19,260 shares; 2022Q4: 19,415 shares; 2023Q1: 19,734 shares; 2023Q2: 19,538 shares; 2023Q3: 19,512 shares; 2023Q4: 17,869 shares 17,869 $5.3M 0.87% -1,643 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 11,586 shares; 2022Q4: 11,663 shares; 2023Q1: 11,851 shares; 2023Q2: 11,956 shares; 2023Q3: 11,996 shares; 2023Q4: 11,215 shares 11,215 $5.29M 0.87% -781 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 15,433 shares; 2022Q4: 13,569 shares; 2023Q1: 13,849 shares; 2023Q2: 12,090 shares; 2023Q3: 9,717 shares; 2023Q4: 9,060 shares 9,060 $5.28M 0.87% -657 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 12,831 shares; 2022Q4: 11,144 shares; 2023Q1: 11,291 shares; 2023Q2: 11,097 shares; 2023Q3: 11,084 shares; 2023Q4: 11,111 shares 11,111 $5.04M 0.83% +27 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 63,137 shares; 2022Q4: 56,667 shares; 2023Q1: 57,058 shares; 2023Q2: 55,794 shares; 2023Q3: 56,045 shares; 2023Q4: 51,963 shares 51,963 $4.99M 0.82% -4,082 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 76,992 shares; 2022Q4: 77,339 shares; 2023Q1: 78,304 shares; 2023Q2: 77,160 shares; 2023Q3: 73,655 shares; 2023Q4: 59,463 shares 59,463 $4.91M 0.81% -14,192 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 56,838 shares; 2022Q4: 56,754 shares; 2023Q1: 52,266 shares; 2023Q2: 51,996 shares; 2023Q3: 52,060 shares; 2023Q4: 51,510 shares 51,510 $4.8M 0.79% -550 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 20,363 shares; 2022Q4: 17,752 shares; 2023Q1: 17,941 shares; 2023Q2: 17,576 shares; 2023Q3: 17,487 shares; 2023Q4: 17,397 shares 17,397 $4.76M 0.79% -90 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 98,548 shares; 2022Q4: 106,067 shares; 2023Q1: 104,841 shares; 2023Q2: 112,867 shares; 2023Q3: 115,651 shares; 2023Q4: 51,364 shares 51,364 $4.7M 0.77% -64,287 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 71,533 shares; 2022Q4: 71,979 shares; 2023Q1: 73,394 shares; 2023Q2: 73,518 shares; 2023Q3: 73,556 shares; 2023Q4: 66,499 shares 66,499 $4.66M 0.77% -7,057 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,580 shares; 2022Q4: 9,594 shares; 2023Q1: 9,759 shares; 2023Q2: 9,788 shares; 2023Q3: 9,813 shares; 2023Q4: 8,721 shares 8,721 $4.59M 0.76% -1,092 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 27,408 shares; 2022Q4: 27,647 shares; 2023Q1: 28,188 shares; 2023Q2: 28,209 shares; 2023Q3: 28,265 shares; 2023Q4: 25,448 shares 25,448 $4.56M 0.75% -2,817 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 188,080 shares; 2022Q4: 2,378 shares; 2023Q1: 1,170 shares; 2023Q2: 1,129 shares; 2023Q3: 303,202 shares; 2023Q4: 269,364 shares 269,364 $4.52M 0.75% -33,838 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 45,483 shares; 2022Q4: 45,387 shares; 2023Q1: 47,355 shares; 2023Q2: 40,694 shares; 2023Q3: 40,980 shares; 2023Q4: 40,812 shares 40,812 $4.49M 0.74% -168 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 18,070 shares; 2022Q4: 18,050 shares; 2023Q1: 18,762 shares; 2023Q2: 18,849 shares; 2023Q3: 19,005 shares; 2023Q4: 18,947 shares 18,947 $4.48M 0.74% -58 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 30,555 shares; 2022Q4: 30,818 shares; 2023Q1: 31,560 shares; 2023Q2: 31,564 shares; 2023Q3: 31,623 shares; 2023Q4: 30,526 shares 30,526 $4.47M 0.74% -1,097 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 104,509 shares; 2022Q4: 106,239 shares; 2023Q1: 109,561 shares; 2023Q2: 107,753 shares; 2023Q3: 106,481 shares; 2023Q4: 88,420 shares 88,420 $4.47M 0.74% -18,061 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 38,717 shares; 2022Q4: 34,224 shares; 2023Q1: 33,693 shares; 2023Q2: 32,860 shares; 2023Q3: 29,410 shares; 2023Q4: 29,720 shares 29,720 $4.43M 0.73% +310 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 27,524 shares; 2022Q4: 27,401 shares; 2023Q1: 28,382 shares; 2023Q2: 28,322 shares; 2023Q3: 28,430 shares; 2023Q4: 25,623 shares 25,623 $4.37M 0.72% -2,807 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 19,438 shares; 2022Q4: 19,600 shares; 2023Q1: 20,275 shares; 2023Q2: 20,551 shares; 2023Q3: 20,733 shares; 2023Q4: 20,663 shares 20,663 $4.35M 0.72% -70 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 47,400 shares; 2022Q4: 47,729 shares; 2023Q1: 48,927 shares; 2023Q2: 49,057 shares; 2023Q3: 49,074 shares; 2023Q4: 44,636 shares 44,636 $4.34M 0.72% -4,438 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,224 shares; 2022Q4: 9,304 shares; 2023Q1: 9,577 shares; 2023Q2: 9,631 shares; 2023Q3: 9,660 shares; 2023Q4: 9,102 shares 9,102 $4.34M 0.72% -558 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 54,458 shares; 2022Q4: 54,312 shares; 2023Q1: 55,296 shares; 2023Q2: 41,581 shares; 2023Q3: 41,301 shares; 2023Q4: 41,135 shares 41,135 $4.34M 0.72% -166 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 33,431 shares; 2022Q4: 33,349 shares; 2023Q1: 34,699 shares; 2023Q2: 34,974 shares; 2023Q3: 35,938 shares; 2023Q4: 36,094 shares 36,094 $4.3M 0.71% +156 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 54,658 shares; 2022Q4: 55,046 shares; 2023Q1: 55,763 shares; 2023Q2: 55,233 shares; 2023Q3: 55,470 shares; 2023Q4: 50,946 shares 50,946 $4.29M 0.71% -4,524 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25,650 shares; 2022Q4: 25,891 shares; 2023Q1: 26,369 shares; 2023Q2: 26,356 shares; 2023Q3: 26,294 shares; 2023Q4: 24,543 shares 24,543 $4.17M 0.69% -1,751 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 19,371 shares; 2022Q4: 19,363 shares; 2023Q1: 20,389 shares; 2023Q2: 20,410 shares; 2023Q3: 20,486 shares; 2023Q4: 19,686 shares 19,686 $4.15M 0.68% -800 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 53,897 shares; 2022Q4: 54,338 shares; 2023Q1: 55,619 shares; 2023Q2: 56,118 shares; 2023Q3: 56,537 shares; 2023Q4: 56,383 shares 56,383 $4.12M 0.68% -154 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 120,234 shares; 2022Q4: 82,720 shares; 2023Q1: 82,978 shares; 2023Q2: 74,834 shares; 2023Q3: 73,190 shares; 2023Q4: 68,195 shares 68,195 $4.07M 0.67% -4,995 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 19,339 shares; 2022Q4: 18,928 shares; 2023Q1: 19,040 shares; 2023Q2: 15,082 shares; 2023Q3: 15,092 shares; 2023Q4: 15,127 shares 15,127 $3.96M 0.65% +35 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 11,774 shares; 2022Q4: 12,079 shares; 2023Q1: 12,319 shares; 2023Q2: 12,317 shares; 2023Q3: 12,397 shares; 2023Q4: 10,162 shares 10,162 $3.92M 0.65% -2,235 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 13,572 shares; 2023Q1: 14,375 shares; 2023Q2: 14,669 shares; 2023Q3: 14,873 shares; 2023Q4: 14,925 shares 14,925 $3.88M 0.64% +52 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 21,800 shares; 2022Q4: 2,960 shares; 2023Q1: 24,755 shares; 2023Q2: 25,290 shares; 2023Q3: 132,065 shares; 2023Q4: 102,467 shares 102,467 $3.86M 0.64% -29,598 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 30,179 shares; 2022Q4: 30,483 shares; 2023Q1: 31,268 shares; 2023Q2: 31,154 shares; 2023Q3: 31,352 shares; 2023Q4: 31,227 shares 31,227 $3.79M 0.63% -125 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 31,353 shares; 2022Q4: 27,653 shares; 2023Q1: 28,332 shares; 2023Q2: 27,571 shares; 2023Q3: 27,045 shares; 2023Q4: 27,280 shares 27,280 $3.78M 0.62% +235 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 56,988 shares; 2022Q4: 57,445 shares; 2023Q1: 58,981 shares; 2023Q2: 59,439 shares; 2023Q3: 59,987 shares; 2023Q4: 60,190 shares 60,190 $3.66M 0.6% +203 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25,729 shares; 2022Q4: 25,712 shares; 2023Q1: 26,660 shares; 2023Q2: 26,730 shares; 2023Q3: 26,931 shares; 2023Q4: 25,027 shares 25,027 $3.65M 0.6% -1,904 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 27,162 shares; 2022Q4: 27,402 shares; 2023Q1: 27,747 shares; 2023Q2: 27,466 shares; 2023Q3: 27,536 shares; 2023Q4: 22,937 shares 22,937 $3.62M 0.6% -4,599 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,177 shares; 2022Q4: 1,008 shares; 2023Q1: 61,553 shares; 2023Q2: 61,324 shares; 2023Q3: 62,328 shares; 2023Q4: 30,125 shares 30,125 $3.33M 0.55% -32,203 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 142,118 shares; 2022Q4: 142,118 shares; 2023Q1: 199,048 shares; 2023Q2: 199,048 shares; 2023Q3: 199,048 shares; 2023Q4: 237,268 shares 237,268 $3.27M 0.54% +38,220 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,064 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 54,933 shares 54,933 $3.02M 0.5% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 56,572 shares; 2022Q4: 56,859 shares; 2023Q1: 85,597 shares; 2023Q2: 106,779 shares; 2023Q3: 111,651 shares; 2023Q4: 112,158 shares 112,158 $2.96M 0.49% +507 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,887 shares; 2022Q4: 1,872 shares; 2023Q1: 1,935 shares; 2023Q2: 1,373 shares; 2023Q3: 1,337 shares; 2023Q4: 2,251 shares 2,251 $2.51M 0.41% +914 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 49,611 shares; 2023Q2: 47,150 shares; 2023Q3: 47,486 shares; 2023Q4: 48,340 shares 48,340 $2.3M 0.38% +854 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 30,402 shares; 2022Q4: 29,529 shares; 2023Q1: 51,140 shares; 2023Q2: 48,367 shares; 2023Q3: 49,129 shares; 2023Q4: 49,183 shares 49,183 $2.27M 0.37% +54 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 30,064 shares; 2022Q4: 30,085 shares; 2023Q1: 47,106 shares; 2023Q2: 56,210 shares; 2023Q3: 60,451 shares; 2023Q4: 60,468 shares 60,468 $2.22M 0.37% +17 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,166 shares; 2022Q4: 5,164 shares; 2023Q1: 5,173 shares; 2023Q2: 5,173 shares; 2023Q3: 5,173 shares; 2023Q4: 5,164 shares 5,164 $2.2M 0.36% -9 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 11,507 shares; 2022Q4: 11,507 shares; 2023Q1: 24,544 shares; 2023Q2: 24,544 shares; 2023Q3: 24,544 shares; 2023Q4: 24,544 shares 24,544 $2.13M 0.35% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,012 shares; 2022Q4: 3,586 shares; 2023Q1: 10,585 shares; 2023Q2: 4,807 shares; 2023Q3: 4,742 shares; 2023Q4: 4,875 shares 4,875 $2M 0.33% +133 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 12,519 shares; 2022Q4: 5,694 shares; 2023Q1: 13,651 shares; 2023Q2: 13,495 shares; 2023Q3: 13,418 shares; 2023Q4: 13,008 shares 13,008 $1.98M 0.33% -410 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 36,971 shares; 2022Q4: 36,971 shares; 2023Q1: 58,872 shares; 2023Q2: 58,872 shares; 2023Q3: 67,282 shares; 2023Q4: 65,634 shares 65,634 $1.92M 0.32% -1,648 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 99,818 shares; 2022Q4: 77,574 shares; 2023Q1: 124,697 shares; 2023Q2: 110,389 shares; 2023Q3: 77,071 shares; 2023Q4: 72,420 shares 72,420 $1.92M 0.32% -4,651 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 19,220 shares; 2022Q4: 19,220 shares; 2023Q1: 30,435 shares; 2023Q2: 30,435 shares; 2023Q3: 33,623 shares; 2023Q4: 33,623 shares 33,623 $1.67M 0.28% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,701 shares; 2022Q4: 6,701 shares; 2023Q1: 12,334 shares; 2023Q2: 4,307 shares; 2023Q3: 23,251 shares; 2023Q4: 23,251 shares 23,251 $1.63M 0.27% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 17,216 shares; 2022Q4: 16,771 shares; 2023Q1: 29,906 shares; 2023Q2: 28,113 shares; 2023Q3: 28,248 shares; 2023Q4: 29,096 shares 29,096 $1.45M 0.24% +848 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 12,920 shares; 2022Q4: 12,886 shares; 2023Q1: 12,852 shares; 2023Q2: 12,938 shares; 2023Q3: 12,909 shares; 2023Q4: 12,925 shares 12,925 $1.4M 0.23% +16 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 21,472 shares; 2022Q4: 20,791 shares; 2023Q1: 8,158 shares; 2023Q2: 8,055 shares; 2023Q3: 8,082 shares; 2023Q4: 8,138 shares 8,138 $1.34M 0.22% +56 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 14,150 shares; 2022Q4: 14,150 shares; 2023Q1: 14,150 shares; 2023Q2: 14,150 shares; 2023Q3: 14,150 shares; 2023Q4: 14,150 shares 14,150 $1.32M 0.22% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,677 shares; 2022Q4: 1,440 shares; 2023Q1: 10,672 shares; 2023Q2: 10,216 shares; 2023Q3: 9,895 shares; 2023Q4: 9,299 shares 9,299 $1.31M 0.22% -596 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,080 shares; 2022Q4: 1,130 shares; 2023Q1: 4,540 shares; 2023Q2: 3,818 shares; 2023Q3: 3,805 shares; 2023Q4: 3,654 shares 3,654 $1.29M 0.21% -151 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,579 shares; 2022Q4: 1,579 shares; 2023Q1: 1,599 shares; 2023Q2: 1,591 shares; 2023Q3: 1,591 shares; 2023Q4: 1,591 shares 1,591 $1.29M 0.21% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,713 shares; 2022Q4: 2,710 shares; 2023Q1: 2,710 shares; 2023Q2: 2,719 shares; 2023Q3: 2,719 shares; 2023Q4: 2,718 shares 2,718 $1.27M 0.21% -1 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 16,227 shares; 2022Q4: 32,299 shares; 2023Q1: 12,288 shares; 2023Q2: 12,288 shares; 2023Q3: 12,288 shares; 2023Q4: 12,288 shares 12,288 $1.25M 0.21% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,716 shares; 2022Q4: 3,716 shares; 2023Q1: 3,707 shares; 2023Q2: 3,704 shares; 2023Q3: 3,704 shares; 2023Q4: 3,704 shares 3,704 $1.25M 0.21% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 69,318 shares; 2022Q4: 5,829 shares; 2023Q1: 10,921 shares; 2023Q2: 55,880 shares; 2023Q3: 58,506 shares; 2023Q4: 6,321 shares 6,321 $1.21M 0.2% -52,185 Timeline PROSHARES TR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 290 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 18,829 shares; 2023Q3: not reported; 2023Q4: 89,400 shares 89,400 $1.2M 0.2% new HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 238 shares; 2022Q4: 238 shares; 2023Q1: 15,997 shares; 2023Q2: 15,247 shares; 2023Q3: 15,324 shares; 2023Q4: 15,382 shares 15,382 $1.19M 0.2% +58 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 30,018 shares; 2023Q1: 30,799 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,640 shares 15,640 $1.04M 0.17% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 15,073 shares; 2022Q4: 15,073 shares; 2023Q1: 23,385 shares; 2023Q2: 29,904 shares; 2023Q3: 29,893 shares; 2023Q4: 29,793 shares 29,793 $1.04M 0.17% -100 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,806 shares; 2022Q4: 2,807 shares; 2023Q1: 2,838 shares; 2023Q2: 2,831 shares; 2023Q3: 2,831 shares; 2023Q4: 2,839 shares 2,839 $1.01M 0.17% +8 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 17,774 shares; 2022Q4: 17,929 shares; 2023Q1: 18,504 shares; 2023Q2: 18,804 shares; 2023Q3: 19,526 shares; 2023Q4: 7,322 shares 7,322 $995K 0.16% -12,204 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 23,766 shares; 2022Q4: 23,817 shares; 2023Q1: 23,866 shares; 2023Q2: 23,914 shares; 2023Q3: 23,965 shares; 2023Q4: 24,024 shares 24,024 $969K 0.16% +59 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 10,267 shares; 2022Q4: 12,234 shares; 2023Q1: 4,394 shares; 2023Q2: 4,394 shares; 2023Q3: 4,395 shares; 2023Q4: 3,992 shares 3,992 $947K 0.16% -403 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 8,134 shares; 2023Q3: 9,586 shares; 2023Q4: 28,951 shares 28,951 $916K 0.15% +19,365 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,294 shares; 2022Q4: 9,312 shares; 2023Q1: 9,327 shares; 2023Q2: 9,343 shares; 2023Q3: 9,359 shares; 2023Q4: 9,376 shares 9,376 $882K 0.15% +17 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,658 shares; 2022Q4: 6,658 shares; 2023Q1: 6,698 shares; 2023Q2: 6,708 shares; 2023Q3: 6,708 shares; 2023Q4: 6,714 shares 6,714 $880K 0.15% +6 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,975 shares; 2022Q4: 8,846 shares; 2023Q1: 6,757 shares; 2023Q2: 5,759 shares; 2023Q3: 5,784 shares; 2023Q4: 5,645 shares 5,645 $844K 0.14% -139 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 16,923 shares; 2022Q4: 23,505 shares; 2023Q1: 16,683 shares; 2023Q2: 10,846 shares; 2023Q3: 9,438 shares; 2023Q4: 8,974 shares 8,974 $820K 0.14% -464 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,239 shares; 2022Q4: 5,239 shares; 2023Q1: 5,654 shares; 2023Q2: 6,113 shares; 2023Q3: 6,113 shares; 2023Q4: 6,113 shares 6,113 $814K 0.13% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,154 shares; 2022Q4: 8,136 shares; 2023Q1: 7,888 shares; 2023Q2: 7,896 shares; 2023Q3: 7,842 shares; 2023Q4: 7,456 shares 7,456 $782K 0.13% -386 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 28,202 shares; 2022Q4: 28,202 shares; 2023Q1: 44,107 shares; 2023Q2: 44,107 shares; 2023Q3: 44,107 shares; 2023Q4: 44,107 shares 44,107 $778K 0.13% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 18,719 shares; 2022Q4: 18,085 shares; 2023Q1: 181 shares; 2023Q2: 37 shares; 2023Q3: 38 shares; 2023Q4: 7,830 shares 7,830 $777K 0.13% +7,792 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 17,261 shares; 2022Q4: 17,417 shares; 2023Q1: 18,499 shares; 2023Q2: 18,780 shares; 2023Q3: 19,046 shares; 2023Q4: 18,997 shares 18,997 $761K 0.13% -49 Timeline RLY 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25,992 shares; 2022Q4: 25,803 shares; 2023Q1: 27,110 shares; 2023Q2: 27,139 shares; 2023Q3: 27,354 shares; 2023Q4: 27,689 shares 27,689 $754K 0.12% +335 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 34,307 shares; 2022Q4: 19,258 shares; 2023Q1: 34,041 shares; 2023Q2: 34,864 shares; 2023Q3: 35,273 shares; 2023Q4: 6,824 shares 6,824 $746K 0.12% -28,449 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 17 shares; 2023Q3: not reported; 2023Q4: 12,899 shares 12,899 $724K 0.12% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,121 shares; 2022Q4: 86,650 shares; 2023Q1: 17,744 shares; 2023Q2: 12,208 shares; 2023Q3: 12,249 shares; 2023Q4: 12,441 shares 12,441 $675K 0.11% +192 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,807 shares; 2022Q4: 2,768 shares; 2023Q1: 2,140 shares; 2023Q2: 2,129 shares; 2023Q3: 2,126 shares; 2023Q4: 2,141 shares 2,141 $665K 0.11% +15 Timeline NUSTAR ENERGY LP NUSTAR ENERGY LP More: the full row for NUSTAR ENERGY LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 21,565 shares; 2022Q4: 21,565 shares; 2023Q1: 33,846 shares; 2023Q2: 33,846 shares; 2023Q3: 33,846 shares; 2023Q4: 33,846 shares 33,846 $632K 0.1% 0 JUNIPER NETWORKS INC JUNIPER NETWORKS INC More: the full row for JUNIPER NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 128,270 shares; 2023Q2: 128,986 shares; 2023Q3: 130,655 shares; 2023Q4: 19,793 shares 19,793 $583K 0.1% -110,862 XLE 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,641 shares; 2022Q4: 6,592 shares; 2023Q1: 6,185 shares; 2023Q2: 6,162 shares; 2023Q3: 6,162 shares; 2023Q4: 6,084 shares 6,084 $510K 0.08% -78 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6,623 shares; 2023Q3: 6,658 shares; 2023Q4: 6,658 shares 6,658 $455K 0.08% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 58 shares; 2023Q2: 1,080 shares; 2023Q3: 1,082 shares; 2023Q4: 1,077 shares 1,077 $442K 0.07% -5 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,952 shares 3,952 $428K 0.07% new Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,650 shares; 2022Q4: 3,650 shares; 2023Q1: 3,650 shares; 2023Q2: 3,650 shares; 2023Q3: 3,650 shares; 2023Q4: 3,650 shares 3,650 $428K 0.07% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 15,526 shares; 2022Q4: 15,602 shares; 2023Q1: 16,074 shares; 2023Q2: 15,426 shares; 2023Q3: 14,822 shares; 2023Q4: 14,742 shares 14,742 $424K 0.07% -80 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,529 shares; 2022Q4: 2,533 shares; 2023Q1: 2,557 shares; 2023Q2: 2,544 shares; 2023Q3: 2,549 shares; 2023Q4: 2,554 shares 2,554 $418K 0.07% +5 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,765 shares; 2022Q4: 1,182 shares; 2023Q1: 1,608 shares; 2023Q2: 1,676 shares; 2023Q3: 1,767 shares; 2023Q4: 1,649 shares 1,649 $410K 0.07% -118 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,486 shares; 2022Q4: 3,384 shares; 2023Q1: 3,388 shares; 2023Q2: 3,105 shares; 2023Q3: 3,105 shares; 2023Q4: 3,120 shares 3,120 $390K 0.06% +15 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 63 shares; 2022Q4: 63 shares; 2023Q1: 720 shares; 2023Q2: 1,328 shares; 2023Q3: 1,328 shares; 2023Q4: 1,220 shares 1,220 $370K 0.06% -108 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,369 shares; 2022Q4: 6,370 shares; 2023Q1: 6,359 shares; 2023Q2: 6,359 shares; 2023Q3: 6,359 shares; 2023Q4: 6,359 shares 6,359 $365K 0.06% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,101 shares; 2022Q4: 1,107 shares; 2023Q1: 1,112 shares; 2023Q2: 1,118 shares; 2023Q3: 1,123 shares; 2023Q4: 1,129 shares 1,129 $334K 0.06% +6 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 13,771 shares; 2022Q4: 13,680 shares; 2023Q1: 13,096 shares; 2023Q2: 13,127 shares; 2023Q3: 13,416 shares; 2023Q4: 12,952 shares 12,952 $317K 0.05% -464 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,830 shares; 2022Q4: 1,830 shares; 2023Q1: 1,847 shares; 2023Q2: 1,845 shares; 2023Q3: 1,843 shares; 2023Q4: 1,831 shares 1,831 $297K 0.05% -12 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 786 shares; 2022Q4: 784 shares; 2023Q1: 739 shares; 2023Q2: 655 shares; 2023Q3: 635 shares; 2023Q4: 596 shares 596 $295K 0.05% -39 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,042 shares; 2022Q4: 1,044 shares; 2023Q1: 1,047 shares; 2023Q2: 1,050 shares; 2023Q3: 1,169 shares; 2023Q4: 1,186 shares 1,186 $291K 0.05% +17 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,201 shares; 2022Q4: 3,165 shares; 2023Q1: 3,160 shares; 2023Q2: 3,160 shares; 2023Q3: 3,160 shares; 2023Q4: 3,160 shares 3,160 $283K 0.05% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,548 shares; 2022Q4: 1,459 shares; 2023Q1: 1,656 shares; 2023Q2: 1,652 shares; 2023Q3: 1,673 shares; 2023Q4: 1,692 shares 1,692 $262K 0.04% +19 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,097 shares; 2022Q4: 1,097 shares; 2023Q1: 1,097 shares; 2023Q2: 1,109 shares; 2023Q3: 1,109 shares; 2023Q4: 1,109 shares 1,109 $257K 0.04% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,664 shares; 2022Q4: 2,665 shares; 2023Q1: 2,741 shares; 2023Q2: 2,742 shares; 2023Q3: 2,744 shares; 2023Q4: 2,670 shares 2,670 $254K 0.04% -74 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,320 shares; 2022Q4: 5,798 shares; 2023Q1: 6,386 shares; 2023Q2: 6,357 shares; 2023Q3: 6,225 shares; 2023Q4: 5,776 shares 5,776 $253K 0.04% -449 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,245 shares; 2022Q4: 3,199 shares; 2023Q1: 3,677 shares; 2023Q2: 3,552 shares; 2023Q3: 4,313 shares; 2023Q4: 4,283 shares 4,283 $252K 0.04% -30 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,168 shares; 2022Q4: 5,168 shares; 2023Q1: 8,111 shares; 2023Q2: 8,111 shares; 2023Q3: 8,111 shares; 2023Q4: 8,111 shares 8,111 $247K 0.04% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 772 shares; 2022Q4: 772 shares; 2023Q1: 666 shares; 2023Q2: 666 shares; 2023Q3: 666 shares; 2023Q4: 618 shares 618 $233K 0.04% -48 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 923 shares; 2022Q4: 928 shares; 2023Q1: 898 shares; 2023Q2: 888 shares; 2023Q3: 888 shares; 2023Q4: 877 shares 877 $228K 0.04% -11 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,785 shares; 2022Q4: 3,785 shares; 2023Q1: 3,711 shares; 2023Q2: 3,629 shares; 2023Q3: 3,629 shares; 2023Q4: 3,582 shares 3,582 $221K 0.04% -47 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,017 shares; 2022Q4: 6,996 shares; 2023Q1: 6,886 shares; 2023Q2: 2,905 shares; 2023Q3: 3,000 shares; 2023Q4: 2,898 shares 2,898 $219K 0.04% -102 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,406 shares; 2022Q4: 1,408 shares; 2023Q1: 1,363 shares; 2023Q2: 1,368 shares; 2023Q3: 1,354 shares; 2023Q4: 1,305 shares 1,305 $216K 0.04% -49 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 17,194 shares; 2023Q3: 17,194 shares; 2023Q4: 17,194 shares 17,194 $215K 0.04% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,400 shares; 2022Q4: 8,408 shares; 2023Q1: 8,260 shares; 2023Q2: 5,884 shares; 2023Q3: 5,862 shares; 2023Q4: 5,659 shares 5,659 $215K 0.04% -203 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,169 shares; 2022Q4: 2,169 shares; 2023Q1: 2,169 shares; 2023Q2: 2,169 shares; 2023Q3: 2,169 shares; 2023Q4: 2,169 shares 2,169 $210K 0.03% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,366 shares; 2022Q4: 3,343 shares; 2023Q1: 3,362 shares; 2023Q2: 3,383 shares; 2023Q3: 3,407 shares; 2023Q4: 3,382 shares 3,382 $209K 0.03% -25 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 854 shares; 2022Q4: 854 shares; 2023Q1: 854 shares; 2023Q2: 854 shares; 2023Q3: 854 shares; 2023Q4: 854 shares 854 $199K 0.03% 0 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,328 shares; 2022Q4: 2,328 shares; 2023Q1: 2,328 shares; 2023Q2: 2,328 shares; 2023Q3: 2,328 shares; 2023Q4: 2,328 shares 2,328 $198K 0.03% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,452 shares; 2022Q4: 7,214 shares; 2023Q1: 140,621 shares; 2023Q2: 146,268 shares; 2023Q3: 146,936 shares; 2023Q4: 1,639 shares 1,639 $176K 0.03% -145,297 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 926 shares; 2022Q4: 926 shares; 2023Q1: 757 shares; 2023Q2: 757 shares; 2023Q3: 757 shares; 2023Q4: 654 shares 654 $172K 0.03% -103 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,018 shares; 2022Q4: 867 shares; 2023Q1: 1,363 shares; 2023Q2: 1,237 shares; 2023Q3: 1,229 shares; 2023Q4: 1,225 shares 1,225 $171K 0.03% -4 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 504 shares; 2022Q4: 490 shares; 2023Q1: 469 shares; 2023Q2: 455 shares; 2023Q3: 435 shares; 2023Q4: 413 shares 413 $168K 0.03% -22 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 13 shares; 2022Q4: 47,140 shares; 2023Q1: 4,862 shares; 2023Q2: 2,211 shares; 2023Q3: 2,208 shares; 2023Q4: 1,474 shares 1,474 $160K 0.03% -734 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 720 shares; 2022Q4: 720 shares; 2023Q1: 720 shares; 2023Q2: 743 shares; 2023Q3: 720 shares; 2023Q4: 720 shares 720 $158K 0.03% 0 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,005 shares; 2022Q4: 2,005 shares; 2023Q1: 2,005 shares; 2023Q2: 2,005 shares; 2023Q3: 2,005 shares; 2023Q4: 1,005 shares 1,005 $150K 0.02% -1,000 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 157 shares; 2022Q4: 228 shares; 2023Q1: 220 shares; 2023Q2: 218 shares; 2023Q3: 218 shares; 2023Q4: 216 shares 216 $143K 0.02% -2 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,739 shares; 2022Q4: 3,739 shares; 2023Q1: 1,280 shares; 2023Q2: 1,280 shares; 2023Q3: 1,280 shares; 2023Q4: 1,280 shares 1,280 $133K 0.02% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 890 shares; 2022Q4: 772 shares; 2023Q1: 774 shares; 2023Q2: 776 shares; 2023Q3: 778 shares; 2023Q4: 780 shares 780 $133K 0.02% +2 Timeline SAB BIOTHERAPEUTICS INC SAB BIOTHERAPEUTICS INC More: the full row for SAB BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 149,774 shares; 2022Q4: 149,774 shares; 2023Q1: 149,774 shares; 2023Q2: 192,027 shares; 2023Q3: 192,027 shares; 2023Q4: 192,027 shares 192,027 $132K 0.02% 0 INDEPENDENT BANK GROUP INC INDEPENDENT BANK GROUP INC More: the full row for INDEPENDENT BANK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,579 shares; 2022Q4: 2,579 shares; 2023Q1: 2,579 shares; 2023Q2: 2,579 shares; 2023Q3: 2,579 shares; 2023Q4: 2,579 shares 2,579 $131K 0.02% 0 AVNW AVIAT NETWORKS INC More: the full row for AVIAT NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,000 shares; 2022Q4: 4,000 shares; 2023Q1: 4,000 shares; 2023Q2: 4,000 shares; 2023Q3: 4,000 shares; 2023Q4: 4,000 shares 4,000 $131K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,003 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares 1,000 $130K 0.02% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 508 shares; 2022Q4: 508 shares; 2023Q1: 508 shares; 2023Q2: 508 shares; 2023Q3: 508 shares; 2023Q4: 508 shares 508 $127K 0.02% 0 Timeline PWV 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,500 shares; 2022Q4: 2,500 shares; 2023Q1: 2,500 shares; 2023Q2: 2,500 shares; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares 2,500 $127K 0.02% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,801 shares; 2022Q4: 1,555 shares; 2023Q1: 1,600 shares; 2023Q2: 1,847 shares; 2023Q3: 1,847 shares; 2023Q4: 1,842 shares 1,842 $124K 0.02% -5 VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 677 shares; 2022Q4: 677 shares; 2023Q1: 711 shares; 2023Q2: 677 shares; 2023Q3: 677 shares; 2023Q4: 726 shares 726 $124K 0.02% +49 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 800 shares; 2022Q4: 800 shares; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares 800 $123K 0.02% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 327 shares; 2022Q4: 136 shares; 2023Q1: 300 shares; 2023Q2: 288 shares; 2023Q3: 288 shares; 2023Q4: 1,488 shares 1,488 $123K 0.02% +1,200 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 986 shares; 2022Q4: 941 shares; 2023Q1: 1,042 shares; 2023Q2: 963 shares; 2023Q3: 735 shares; 2023Q4: 779 shares 779 $122K 0.02% +44 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 781 shares; 2022Q4: 653 shares; 2023Q1: 682 shares; 2023Q2: 969 shares; 2023Q3: 969 shares; 2023Q4: 1,007 shares 1,007 $122K 0.02% +38 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,173 shares; 2022Q4: 1,037 shares; 2023Q1: 1,334 shares; 2023Q2: 1,361 shares; 2023Q3: 1,501 shares; 2023Q4: 1,501 shares 1,501 $122K 0.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,997 shares; 2022Q4: 1,790 shares; 2023Q1: 2,311 shares; 2023Q2: 2,314 shares; 2023Q3: 2,314 shares; 2023Q4: 2,322 shares 2,322 $121K 0.02% +8 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,453 shares; 2022Q4: 2,465 shares; 2023Q1: 2,478 shares; 2023Q2: 2,491 shares; 2023Q3: 2,504 shares; 2023Q4: 2,520 shares 2,520 $120K 0.02% +16 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 405 shares; 2022Q4: 593 shares; 2023Q1: 552 shares; 2023Q2: 544 shares; 2023Q3: 528 shares; 2023Q4: 471 shares 471 $120K 0.02% -57 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,656 shares; 2022Q4: 1,660 shares; 2023Q1: 1,663 shares; 2023Q2: 1,647 shares; 2023Q3: 1,650 shares; 2023Q4: 1,654 shares 1,654 $120K 0.02% +4 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,325 shares; 2022Q4: 2,917 shares; 2023Q1: 4,022 shares; 2023Q2: 3,919 shares; 2023Q3: 3,919 shares; 2023Q4: 3,919 shares 3,919 $115K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,532 shares; 2022Q4: 1,013 shares; 2023Q1: 1,131 shares; 2023Q2: 1,187 shares; 2023Q3: 1,187 shares; 2023Q4: 1,270 shares 1,270 $115K 0.02% +83 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,434 shares; 2022Q4: 20,618 shares; 2023Q1: 5,224 shares; 2023Q2: 2,843 shares; 2023Q3: 2,843 shares; 2023Q4: 2,843 shares 2,843 $114K 0.02% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 435 shares; 2022Q4: 426 shares; 2023Q1: 404 shares; 2023Q2: 401 shares; 2023Q3: 430 shares; 2023Q4: 431 shares 431 $112K 0.02% +1 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 654 shares; 2022Q4: 654 shares; 2023Q1: 654 shares; 2023Q2: 654 shares; 2023Q3: 654 shares; 2023Q4: 654 shares 654 $111K 0.02% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,345 shares; 2022Q4: 799 shares; 2023Q1: 841 shares; 2023Q2: 1,084 shares; 2023Q3: 1,085 shares; 2023Q4: 3,196 shares 3,196 $108K 0.02% +2,111 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,724 shares; 2022Q4: 2,365 shares; 2023Q1: 3,268 shares; 2023Q2: 3,344 shares; 2023Q3: 3,344 shares; 2023Q4: 3,268 shares 3,268 $107K 0.02% -76 JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,976 shares; 2022Q4: 1,813 shares; 2023Q1: 2,689 shares; 2023Q2: 2,628 shares; 2023Q3: 2,628 shares; 2023Q4: 2,628 shares 2,628 $106K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 120,899 shares; 2022Q4: 65,712 shares; 2023Q1: 2,041 shares; 2023Q2: 2,079 shares; 2023Q3: 2,053 shares; 2023Q4: 2,112 shares 2,112 $106K 0.02% +59 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,639 shares; 2022Q4: 1,592 shares; 2023Q1: 1,592 shares; 2023Q2: 1,631 shares; 2023Q3: 1,631 shares; 2023Q4: 2,035 shares 2,035 $104K 0.02% +404 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 444 shares; 2022Q4: 444 shares; 2023Q1: 416 shares; 2023Q2: 440 shares; 2023Q3: 421 shares; 2023Q4: 426 shares 426 $104K 0.02% +5 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,350 shares; 2022Q4: 1,350 shares; 2023Q1: 1,350 shares; 2023Q2: 1,350 shares; 2023Q3: 1,350 shares; 2023Q4: 1,350 shares 1,350 $103K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 252 shares; 2022Q4: 252 shares; 2023Q1: 231 shares; 2023Q2: 212 shares; 2023Q3: 212 shares; 2023Q4: 211 shares 211 $103K 0.02% -1 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 60 shares; 2022Q4: 80 shares; 2023Q1: 155 shares; 2023Q2: 300 shares; 2023Q3: 1,670 shares; 2023Q4: 1,817 shares 1,817 $102K 0.02% +147 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 799 shares; 2022Q4: 799 shares; 2023Q1: 744 shares; 2023Q2: 727 shares; 2023Q3: 727 shares; 2023Q4: 722 shares 722 $101K 0.02% -5 EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,996 shares; 2022Q4: 1,832 shares; 2023Q1: 1,907 shares; 2023Q2: 2,772 shares; 2023Q3: 2,772 shares; 2023Q4: 2,794 shares 2,794 $100K 0.02% +22 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,002 shares; 2022Q4: 1,005 shares; 2023Q1: 1,007 shares; 2023Q2: 1,010 shares; 2023Q3: 1,013 shares; 2023Q4: 1,218 shares 1,218 $99.9K 0.02% +205 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 989 shares; 2022Q4: 864 shares; 2023Q1: 1,544 shares; 2023Q2: 1,564 shares; 2023Q3: 1,564 shares; 2023Q4: 991 shares 991 $99.9K 0.02% -573 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 952 shares; 2023Q3: 952 shares; 2023Q4: 951 shares 951 $96.2K 0.02% -1 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 917 shares; 2022Q4: 753 shares; 2023Q1: 753 shares; 2023Q2: 753 shares; 2023Q3: 753 shares; 2023Q4: 753 shares 753 $96.2K 0.02% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 14,724 shares; 2022Q4: 1,991 shares; 2023Q1: 1,991 shares; 2023Q2: 1,991 shares; 2023Q3: 1,991 shares; 2023Q4: 1,991 shares 1,991 $95.4K 0.02% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 162 shares; 2022Q4: 167 shares; 2023Q1: 156 shares; 2023Q2: 156 shares; 2023Q3: 156 shares; 2023Q4: 158 shares 158 $91.7K 0.02% +2 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 170 shares; 2022Q4: 150 shares; 2023Q1: 136 shares; 2023Q2: 137 shares; 2023Q3: 144 shares; 2023Q4: 171 shares 171 $90.8K 0.01% +27 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,900 shares; 2022Q4: 1,900 shares; 2023Q1: 1,900 shares; 2023Q2: 1,900 shares; 2023Q3: 1,900 shares; 2023Q4: 1,900 shares 1,900 $89.3K 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 152 shares; 2022Q4: 122 shares; 2023Q1: 146 shares; 2023Q2: 144 shares; 2023Q3: 144 shares; 2023Q4: 146 shares 146 $87.1K 0.01% +2 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,319 shares; 2022Q4: 1,319 shares; 2023Q1: 1,319 shares; 2023Q2: 1,319 shares; 2023Q3: 1,319 shares; 2023Q4: 1,319 shares 1,319 $85.5K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 403 shares; 2022Q4: 401 shares; 2023Q1: 380 shares; 2023Q2: 356 shares; 2023Q3: 345 shares; 2023Q4: 346 shares 346 $83.3K 0.01% +1 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 136 shares; 2022Q4: 136 shares; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 655 shares 655 $81.3K 0.01% +530 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 592 shares; 2022Q4: 498 shares; 2023Q1: 527 shares; 2023Q2: 847 shares; 2023Q3: 847 shares; 2023Q4: 846 shares 846 $80.4K 0.01% -1 Timeline FAN 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,850 shares; 2022Q4: 4,850 shares; 2023Q1: 4,850 shares; 2023Q2: 4,850 shares; 2023Q3: 4,850 shares; 2023Q4: 4,850 shares 4,850 $79.9K 0.01% 0 Timeline TAN 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,467 shares; 2022Q4: 1,467 shares; 2023Q1: 1,467 shares; 2023Q2: 1,467 shares; 2023Q3: 1,467 shares; 2023Q4: 1,467 shares 1,467 $78.3K 0.01% 0 Timeline SPLV 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,174 shares; 2022Q4: 1,174 shares; 2023Q1: 1,174 shares; 2023Q2: 1,174 shares; 2023Q3: 1,174 shares; 2023Q4: 1,174 shares 1,174 $73.6K 0.01% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,668 shares 3,668 $71.4K 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 535 shares; 2022Q4: 539 shares; 2023Q1: 543 shares; 2023Q2: 547 shares; 2023Q3: 551 shares; 2023Q4: 554 shares 554 $71.2K 0.01% +3 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,829 shares; 2022Q4: 1,829 shares; 2023Q1: 1,829 shares; 2023Q2: 1,829 shares; 2023Q3: 1,829 shares; 2023Q4: 1,829 shares 1,829 $71.2K 0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,196 shares; 2022Q4: 1,196 shares; 2023Q1: 1,196 shares; 2023Q2: 1,196 shares; 2023Q3: 1,196 shares; 2023Q4: 1,196 shares 1,196 $70.9K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,531 shares; 2022Q4: 1,464 shares; 2023Q1: 1,598 shares; 2023Q2: 1,588 shares; 2023Q3: 1,567 shares; 2023Q4: 1,572 shares 1,572 $66.9K 0.01% +5 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 519 shares; 2022Q4: 453 shares; 2023Q1: 646 shares; 2023Q2: 598 shares; 2023Q3: 598 shares; 2023Q4: 619 shares 619 $65.8K 0.01% +21 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,124 shares; 2022Q4: 1,124 shares; 2023Q1: 1,124 shares; 2023Q2: 1,124 shares; 2023Q3: 1,124 shares; 2023Q4: 1,124 shares 1,124 $65.6K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 366 shares; 2022Q4: 291 shares; 2023Q1: 221 shares; 2023Q2: 274 shares; 2023Q3: 262 shares; 2023Q4: 248 shares 248 $65.3K 0.01% -14 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 276 shares; 2022Q4: 269 shares; 2023Q1: 269 shares; 2023Q2: 526 shares; 2023Q3: 624 shares; 2023Q4: 684 shares 684 $64.2K 0.01% +60 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 81,850 shares; 2022Q4: 83,891 shares; 2023Q1: 87,746 shares; 2023Q2: 90,182 shares; 2023Q3: 1,417 shares; 2023Q4: 1,478 shares 1,478 $64K 0.01% +61 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,130 shares; 2022Q4: 1,130 shares; 2023Q1: 1,066 shares; 2023Q2: 1,050 shares; 2023Q3: 1,111 shares; 2023Q4: 1,096 shares 1,096 $63.2K 0.01% -15 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 792 shares; 2022Q4: 792 shares; 2023Q1: 792 shares; 2023Q2: 766 shares; 2023Q3: 766 shares; 2023Q4: 766 shares 766 $61.1K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 56 shares; 2022Q4: 65 shares; 2023Q1: 61 shares; 2023Q2: 75 shares; 2023Q3: 73 shares; 2023Q4: 78 shares 78 $59K 0.01% +5 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 360 shares; 2022Q4: 283 shares; 2023Q1: 237 shares; 2023Q2: 221 shares; 2023Q3: 199 shares; 2023Q4: 197 shares 197 $58.1K 0.01% -2 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 103 shares; 2022Q4: 104 shares; 2023Q1: 96 shares; 2023Q2: 76 shares; 2023Q3: 69 shares; 2023Q4: 69 shares 69 $57.2K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 326 shares; 2022Q4: 328 shares; 2023Q1: 360 shares; 2023Q2: 369 shares; 2023Q3: 761 shares; 2023Q4: 762 shares 762 $57K 0.01% +1 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 166 shares; 2022Q4: 295 shares; 2023Q1: 263 shares; 2023Q2: 265 shares; 2023Q3: 265 shares; 2023Q4: 284 shares 284 $56.5K 0.01% +19 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 955 shares; 2022Q4: 664 shares; 2023Q1: 893 shares; 2023Q2: 1,001 shares; 2023Q3: 1,001 shares; 2023Q4: 920 shares 920 $56.5K 0.01% -81 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 152 shares; 2022Q4: 164 shares; 2023Q1: 152 shares; 2023Q2: 164 shares; 2023Q3: 180 shares; 2023Q4: 181 shares 181 $56.5K 0.01% +1 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,246 shares; 2022Q4: 1,246 shares; 2023Q1: 1,246 shares; 2023Q2: 1,246 shares; 2023Q3: 1,246 shares; 2023Q4: 1,246 shares 1,246 $55.1K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 594 shares; 2022Q4: 466 shares; 2023Q1: 466 shares; 2023Q2: 619 shares; 2023Q3: 619 shares; 2023Q4: 691 shares 691 $53.4K 0.01% +72 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,426 shares; 2022Q4: 4,466 shares; 2023Q1: 4,505 shares; 2023Q2: 4,548 shares; 2023Q3: 4,592 shares; 2023Q4: 4,637 shares 4,637 $53.2K 0.01% +45 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 57 shares; 2022Q4: 57 shares; 2023Q1: 57 shares; 2023Q2: 57 shares; 2023Q3: 61 shares; 2023Q4: 128 shares 128 $51.2K 0.01% +67 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,039 shares; 2022Q4: 1,039 shares; 2023Q1: 1,039 shares; 2023Q2: 1,039 shares; 2023Q3: 1,039 shares; 2023Q4: 1,039 shares 1,039 $50K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,029 shares; 2022Q4: 865 shares; 2023Q1: 913 shares; 2023Q2: 1,463 shares; 2023Q3: 1,463 shares; 2023Q4: 843 shares 843 $49K 0.01% -620 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 345 shares; 2022Q4: 345 shares; 2023Q1: 345 shares; 2023Q2: 279 shares; 2023Q3: 279 shares; 2023Q4: 329 shares 329 $48.5K 0.01% +50 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,355 shares; 2022Q4: 1,355 shares; 2023Q1: 1,355 shares; 2023Q2: 1,355 shares; 2023Q3: 1,355 shares; 2023Q4: 1,355 shares 1,355 $48K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 419 shares; 2022Q4: 387 shares; 2023Q1: 310 shares; 2023Q2: 286 shares; 2023Q3: 242 shares; 2023Q4: 242 shares 242 $47.8K 0.01% 0 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 341 shares; 2023Q3: 341 shares; 2023Q4: 470 shares 470 $47.6K 0.01% +129 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 251 shares; 2022Q4: 251 shares; 2023Q1: 251 shares; 2023Q2: 251 shares; 2023Q3: 251 shares; 2023Q4: 251 shares 251 $47.1K 0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,316 shares 1,316 $46K 0.01% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,255 shares; 2022Q4: 1,115 shares; 2023Q1: 1,115 shares; 2023Q2: 1,115 shares; 2023Q3: 1,115 shares; 2023Q4: 1,115 shares 1,115 $45.8K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 124 shares; 2022Q4: 124 shares; 2023Q1: 112 shares; 2023Q2: 109 shares; 2023Q3: 103 shares; 2023Q4: 103 shares 103 $45.4K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 540 shares; 2022Q4: 542 shares; 2023Q1: 543 shares; 2023Q2: 545 shares; 2023Q3: 546 shares; 2023Q4: 547 shares 547 $45.4K 0.01% +1 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 194 shares; 2022Q4: 250 shares; 2023Q1: 236 shares; 2023Q2: 323 shares; 2023Q3: 323 shares; 2023Q4: 332 shares 332 $45.2K 0.01% +9 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 955 shares; 2022Q4: 973 shares; 2023Q1: 991 shares; 2023Q2: 1,013 shares; 2023Q3: 1,034 shares; 2023Q4: 1,056 shares 1,056 $44.9K 0.01% +22 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,075 shares; 2022Q4: 937 shares; 2023Q1: 1,391 shares; 2023Q2: 1,131 shares; 2023Q3: 1,131 shares; 2023Q4: 1,131 shares 1,131 $44.4K 0.01% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 203 shares; 2022Q4: 204 shares; 2023Q1: 252 shares; 2023Q2: 128 shares; 2023Q3: 128 shares; 2023Q4: 128 shares 128 $44.3K 0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,162 shares; 2022Q4: 1,185 shares; 2023Q1: 1,202 shares; 2023Q2: 1,221 shares; 2023Q3: 1,242 shares; 2023Q4: 1,260 shares 1,260 $43.4K 0.01% +18 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 317 shares; 2022Q4: 317 shares; 2023Q1: 317 shares; 2023Q2: 317 shares; 2023Q3: 317 shares; 2023Q4: 317 shares 317 $43K 0.01% 0 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 17,087 shares; 2022Q4: 7,257 shares; 2023Q1: 2,954 shares; 2023Q2: 2,987 shares; 2023Q3: 3,020 shares; 2023Q4: 4,187 shares 4,187 $42.6K 0.01% +1,167 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 630 shares; 2022Q4: 630 shares; 2023Q1: 786 shares; 2023Q2: 645 shares; 2023Q3: 645 shares; 2023Q4: 645 shares 645 $42.4K 0.01% 0 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,110 shares 2,110 $42.4K 0.01% new Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 153 shares; 2022Q4: 160 shares; 2023Q1: 159 shares; 2023Q2: 181 shares; 2023Q3: 181 shares; 2023Q4: 179 shares 179 $42.3K 0.01% -2 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 109 shares; 2022Q4: 120 shares; 2023Q1: 128 shares; 2023Q2: 126 shares; 2023Q3: 126 shares; 2023Q4: 141 shares 141 $42.2K 0.01% +15 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 181 shares; 2022Q4: 181 shares; 2023Q1: 181 shares; 2023Q2: 181 shares; 2023Q3: 181 shares; 2023Q4: 181 shares 181 $40.9K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 129 shares; 2022Q4: 145 shares; 2023Q1: 163 shares; 2023Q2: 166 shares; 2023Q3: 166 shares; 2023Q4: 171 shares 171 $38.8K 0.01% +5 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 685 shares; 2022Q4: 694 shares; 2023Q1: 699 shares; 2023Q2: 706 shares; 2023Q3: 713 shares; 2023Q4: 724 shares 724 $37.4K 0.01% +11 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 786 shares; 2022Q4: 774 shares; 2023Q1: 736 shares; 2023Q2: 729 shares; 2023Q3: 729 shares; 2023Q4: 729 shares 729 $36.9K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 681 shares; 2022Q4: 687 shares; 2023Q1: 691 shares; 2023Q2: 696 shares; 2023Q3: 702 shares; 2023Q4: 710 shares 710 $36.4K 0.01% +8 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 30 shares; 2023Q4: 51 shares 51 $36K 0.01% +21 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 451 shares; 2022Q4: 464 shares; 2023Q1: 846 shares; 2023Q2: 758 shares; 2023Q3: 625 shares; 2023Q4: 625 shares 625 $36K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 162 shares; 2023Q1: 203 shares; 2023Q2: 202 shares; 2023Q3: 190 shares; 2023Q4: 190 shares 190 $36K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 483 shares; 2022Q4: 483 shares; 2023Q1: 483 shares; 2023Q2: 483 shares; 2023Q3: 483 shares; 2023Q4: 483 shares 483 $35.6K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 35 shares; 2022Q4: 35 shares; 2023Q1: 35 shares; 2023Q2: 799 shares; 2023Q3: 932 shares; 2023Q4: 957 shares 957 $35.4K 0.01% +25 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 66 shares; 2022Q4: 47 shares; 2023Q1: 42 shares; 2023Q2: 41 shares; 2023Q3: 44 shares; 2023Q4: 44 shares 44 $35.4K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 457 shares; 2022Q4: 457 shares; 2023Q1: 457 shares; 2023Q2: 457 shares; 2023Q3: 457 shares; 2023Q4: 457 shares 457 $35.2K 0.01% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 369 shares; 2023Q2: 340 shares; 2023Q3: 340 shares; 2023Q4: 352 shares 352 $35K 0.01% +12 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 967 shares; 2022Q4: 976 shares; 2023Q1: 638 shares; 2023Q2: 542 shares; 2023Q3: 542 shares; 2023Q4: 409 shares 409 $34.9K 0.01% -133 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,621 shares; 2022Q4: 2,619 shares; 2023Q1: 2,619 shares; 2023Q2: 3,142 shares; 2023Q3: 3,273 shares; 2023Q4: 3,203 shares 3,203 $34.7K 0.01% -70 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 268 shares; 2023Q2: 248 shares; 2023Q3: 248 shares; 2023Q4: 257 shares 257 $34.6K 0.01% +9 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 14,147 shares; 2022Q4: 9,525 shares; 2023Q1: 13,526 shares; 2023Q2: 14,389 shares; 2023Q3: 146 shares; 2023Q4: 233 shares 233 $34.1K 0.01% +87 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 156 shares; 2022Q4: 142 shares; 2023Q1: 137 shares; 2023Q2: 148 shares; 2023Q3: 198 shares; 2023Q4: 212 shares 212 $34K 0.01% +14 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,818 shares; 2022Q4: 1,076 shares; 2023Q1: 1,681 shares; 2023Q2: 1,874 shares; 2023Q3: 2,225 shares; 2023Q4: 2,753 shares 2,753 $33.6K 0.01% +528 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 431 shares; 2022Q4: 431 shares; 2023Q1: 448 shares; 2023Q2: 437 shares; 2023Q3: 422 shares; 2023Q4: 422 shares 422 $33K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 176 shares; 2022Q4: 174 shares; 2023Q1: 174 shares; 2023Q2: 174 shares; 2023Q3: 185 shares; 2023Q4: 171 shares 171 $32.6K 0.01% -14 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 745 shares; 2022Q4: 710 shares; 2023Q1: 694 shares; 2023Q2: 678 shares; 2023Q3: 678 shares; 2023Q4: 679 shares 679 $32.5K 0.01% +1 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 119 shares; 2022Q4: 119 shares; 2023Q1: 116 shares; 2023Q2: 113 shares; 2023Q3: 113 shares; 2023Q4: 114 shares 114 $31.5K 0.01% +1 Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 171 shares; 2022Q4: 134 shares; 2023Q1: 117 shares; 2023Q2: 131 shares; 2023Q3: 137 shares; 2023Q4: 139 shares 139 $31.3K 0.01% +2 PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 243 shares; 2022Q4: 239 shares; 2023Q1: 234 shares; 2023Q2: 234 shares; 2023Q3: 217 shares; 2023Q4: 209 shares 209 $31.3K 0.01% -8 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,000 shares; 2022Q4: 3,000 shares; 2023Q1: 3,000 shares; 2023Q2: 3,000 shares; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares 3,000 $31.1K 0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 317 shares; 2022Q4: 317 shares; 2023Q1: 317 shares; 2023Q2: 319 shares; 2023Q3: 319 shares; 2023Q4: 321 shares 321 $31.1K 0.01% +2 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 51 shares 51 $30.7K 0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 654 shares; 2022Q4: 648 shares; 2023Q1: 603 shares; 2023Q2: 525 shares; 2023Q3: 456 shares; 2023Q4: 452 shares 452 $30.6K 0.01% -4 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 44 shares; 2023Q3: 47 shares; 2023Q4: 47 shares 47 $29.4K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 352 shares 352 $29K <0.01% new Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 436 shares; 2022Q4: 436 shares; 2023Q1: 373 shares; 2023Q2: 339 shares; 2023Q3: 339 shares; 2023Q4: 332 shares 332 $28.6K <0.01% -7 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 141 shares; 2023Q1: 131 shares; 2023Q2: 128 shares; 2023Q3: 128 shares; 2023Q4: 120 shares 120 $28.5K <0.01% -8 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 8 shares; 2023Q2: not reported; 2023Q3: 169 shares; 2023Q4: 197 shares 197 $28.1K <0.01% +28 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 180 shares; 2022Q4: 180 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 180 shares; 2023Q4: 180 shares 180 $27.9K <0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 78 shares; 2022Q4: 77 shares; 2023Q1: 77 shares; 2023Q2: 177 shares; 2023Q3: 177 shares; 2023Q4: 118 shares 118 $27.5K <0.01% -59 Timeline FDL 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 711 shares; 2022Q4: 718 shares; 2023Q1: 725 shares; 2023Q2: 734 shares; 2023Q3: 742 shares; 2023Q4: 753 shares 753 $27K <0.01% +11 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 600 shares; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares 600 $26.7K <0.01% 0 Timeline WOLFSPEED INC WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 737 shares; 2022Q4: 723 shares; 2023Q1: 700 shares; 2023Q2: 694 shares; 2023Q3: 694 shares; 2023Q4: 613 shares 613 $26.7K <0.01% -81 VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 94 shares; 2022Q4: 66 shares; 2023Q1: 71 shares; 2023Q2: 55 shares; 2023Q3: 55 shares; 2023Q4: 55 shares 55 $26.6K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 164 shares; 2022Q4: 164 shares; 2023Q1: 164 shares; 2023Q2: 164 shares; 2023Q3: 164 shares; 2023Q4: 164 shares 164 $26.1K <0.01% 0 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 151 shares; 2022Q4: 151 shares; 2023Q1: 154 shares; 2023Q2: 157 shares; 2023Q3: 157 shares; 2023Q4: 157 shares 157 $26.1K <0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 122 shares; 2022Q4: 122 shares; 2023Q1: 119 shares; 2023Q2: 117 shares; 2023Q3: 117 shares; 2023Q4: 120 shares 120 $26K <0.01% +3 Timeline APTIV IRISH HOLDINGS LTD APTIV IRISH HOLDINGS LTD More: the full row for APTIV IRISH HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 290 shares; 2022Q4: 290 shares; 2023Q1: 263 shares; 2023Q2: 257 shares; 2023Q3: 257 shares; 2023Q4: 287 shares 287 $25.8K <0.01% +30 APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 279 shares; 2022Q4: 279 shares; 2023Q1: 279 shares; 2023Q2: 279 shares; 2023Q3: 280 shares; 2023Q4: 275 shares 275 $25.6K <0.01% -5 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 87 shares; 2022Q4: 99 shares; 2023Q1: 99 shares; 2023Q2: 99 shares; 2023Q3: 99 shares; 2023Q4: 104 shares 104 $25.4K <0.01% +5 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 457 shares; 2022Q4: 457 shares; 2023Q1: 457 shares; 2023Q2: 457 shares; 2023Q3: 457 shares; 2023Q4: 457 shares 457 $25.1K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 105 shares; 2022Q4: 83 shares; 2023Q1: 72 shares; 2023Q2: 73 shares; 2023Q3: 73 shares; 2023Q4: 82 shares 82 $24.4K <0.01% +9 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 450 shares; 2022Q4: 450 shares; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares 450 $23.8K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 305 shares; 2022Q4: 306 shares; 2023Q1: 304 shares; 2023Q2: 299 shares; 2023Q3: 299 shares; 2023Q4: 290 shares 290 $23.5K <0.01% -9 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 12,778 shares; 2022Q4: 12,778 shares; 2023Q1: 12,778 shares; 2023Q2: 12,778 shares; 2023Q3: 12,778 shares; 2023Q4: 12,778 shares 12,778 $23.4K <0.01% 0 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 4,449 shares; 2023Q1: 4,449 shares; 2023Q2: 4,449 shares; 2023Q3: 4,449 shares; 2023Q4: 4,449 shares 4,449 $23K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,975 shares; 2022Q4: 726 shares; 2023Q1: 733 shares; 2023Q2: 740 shares; 2023Q3: 746 shares; 2023Q4: 754 shares 754 $22.7K <0.01% +8 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 163 shares; 2022Q4: 163 shares; 2023Q1: 163 shares; 2023Q2: 169 shares; 2023Q3: 169 shares; 2023Q4: 170 shares 170 $22.6K <0.01% +1 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares 300 $22.5K <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 334 shares; 2022Q4: 505 shares; 2023Q1: 505 shares; 2023Q2: 469 shares; 2023Q3: 600 shares; 2023Q4: 643 shares 643 $22K <0.01% +43 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 129 shares; 2022Q4: 129 shares; 2023Q1: 202 shares; 2023Q2: 248 shares; 2023Q3: 248 shares; 2023Q4: 252 shares 252 $21.5K <0.01% +4 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 390 shares; 2022Q4: 392 shares; 2023Q1: 372 shares; 2023Q2: 365 shares; 2023Q3: 365 shares; 2023Q4: 361 shares 361 $21.5K <0.01% -4 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 263 shares; 2023Q2: 265 shares; 2023Q3: 263 shares; 2023Q4: 263 shares 263 $21.4K <0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 525 shares; 2022Q4: 525 shares; 2023Q1: 505 shares; 2023Q2: 548 shares; 2023Q3: 548 shares; 2023Q4: 550 shares 550 $21.2K <0.01% +2 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 500 shares; 2022Q4: 500 shares; 2023Q1: 501 shares; 2023Q2: 502 shares; 2023Q3: 504 shares; 2023Q4: 505 shares 505 $20.8K <0.01% +1 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 285 shares; 2023Q2: 316 shares; 2023Q3: 308 shares; 2023Q4: 426 shares 426 $20.5K <0.01% +118 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 259 shares; 2022Q4: 259 shares; 2023Q1: 259 shares; 2023Q2: 262 shares; 2023Q3: 259 shares; 2023Q4: 259 shares 259 $20.4K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 115 shares; 2022Q4: 86 shares; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 97 shares; 2023Q4: 94 shares 94 $20.3K <0.01% -3 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 256 shares; 2022Q4: 256 shares; 2023Q1: 256 shares; 2023Q2: 256 shares; 2023Q3: 256 shares; 2023Q4: 256 shares 256 $19.9K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 249 shares; 2023Q2: 249 shares; 2023Q3: 253 shares; 2023Q4: 257 shares 257 $19.9K <0.01% +4 Timeline WERN WERNER ENTERPRISES INC More: the full row for WERNER ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 450 shares; 2022Q4: 451 shares; 2023Q1: 453 shares; 2023Q2: 454 shares; 2023Q3: 455 shares; 2023Q4: 457 shares 457 $19.4K <0.01% +2 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 273 shares; 2022Q4: 273 shares; 2023Q1: 273 shares; 2023Q2: 273 shares; 2023Q3: 273 shares; 2023Q4: 273 shares 273 $19.1K <0.01% 0 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 399 shares; 2022Q4: 453 shares; 2023Q1: 587 shares; 2023Q2: 595 shares; 2023Q3: 595 shares; 2023Q4: 678 shares 678 $19K <0.01% +83 Timeline SPLUNK INC SPLUNK INC More: the full row for SPLUNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,029 shares; 2022Q4: 268 shares; 2023Q1: 244 shares; 2023Q2: 237 shares; 2023Q3: 153 shares; 2023Q4: 122 shares 122 $18.6K <0.01% -31 EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 797 shares; 2022Q4: 804 shares; 2023Q1: 648 shares; 2023Q2: 546 shares; 2023Q3: 546 shares; 2023Q4: 480 shares 480 $18.6K <0.01% -66 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 598 shares; 2022Q4: 590 shares; 2023Q1: 590 shares; 2023Q2: 567 shares; 2023Q3: 567 shares; 2023Q4: 572 shares 572 $18.3K <0.01% +5 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 227 shares; 2022Q4: 166 shares; 2023Q1: 166 shares; 2023Q2: 173 shares; 2023Q3: 132 shares; 2023Q4: 132 shares 132 $18K <0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 136 shares; 2022Q4: 128 shares; 2023Q1: 158 shares; 2023Q2: 158 shares; 2023Q3: 158 shares; 2023Q4: 172 shares 172 $17.9K <0.01% +14 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 70 shares; 2022Q4: 70 shares; 2023Q1: 70 shares; 2023Q2: 70 shares; 2023Q3: 70 shares; 2023Q4: 70 shares 70 $17.7K <0.01% 0 Timeline ADAM ADAMAS TRUST INC. More: the full row for ADAMAS TRUST INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,850 shares; 2023Q2: 1,922 shares; 2023Q3: 1,978 shares; 2023Q4: 2,054 shares 2,054 $17.5K <0.01% +76 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 167 shares; 2022Q4: 167 shares; 2023Q1: 167 shares; 2023Q2: 167 shares; 2023Q3: 167 shares; 2023Q4: 167 shares 167 $17.4K <0.01% 0 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 655 shares; 2022Q4: 655 shares; 2023Q1: 445 shares; 2023Q2: 408 shares; 2023Q3: 344 shares; 2023Q4: 344 shares 344 $16.9K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 136 shares; 2022Q4: 136 shares; 2023Q1: 136 shares; 2023Q2: 136 shares; 2023Q3: 136 shares; 2023Q4: 136 shares 136 $16.6K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 50 shares 50 $16.5K <0.01% -50 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 72 shares; 2022Q4: 70 shares; 2023Q1: 65 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: 46 shares 46 $16.4K <0.01% -15 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,281 shares; 2022Q4: 1,830 shares; 2023Q1: 1,895 shares; 2023Q2: 1,878 shares; 2023Q3: 1,878 shares; 2023Q4: 1,925 shares 1,925 $15.8K <0.01% +47 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 90 shares; 2022Q4: 90 shares; 2023Q1: 90 shares; 2023Q2: 114 shares; 2023Q3: 139 shares; 2023Q4: 109 shares 109 $15.8K <0.01% -30 Timeline FDN 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 157 shares; 2022Q4: 157 shares; 2023Q1: 84 shares; 2023Q2: 84 shares; 2023Q3: 1,799 shares; 2023Q4: 84 shares 84 $15.7K <0.01% -1,715 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,961 shares; 2022Q4: 5,961 shares; 2023Q1: 5,961 shares; 2023Q2: 5,961 shares; 2023Q3: 5,961 shares; 2023Q4: 5,961 shares 5,961 $15.6K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 176 shares; 2022Q4: 176 shares; 2023Q1: 226 shares; 2023Q2: 226 shares; 2023Q3: 226 shares; 2023Q4: 226 shares 226 $15.5K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 855 shares; 2022Q4: 855 shares; 2023Q1: 855 shares; 2023Q2: 855 shares; 2023Q3: 855 shares; 2023Q4: 855 shares 855 $15.4K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 825 shares; 2022Q4: 825 shares; 2023Q1: 825 shares; 2023Q2: 825 shares; 2023Q3: 825 shares; 2023Q4: 825 shares 825 $15.3K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 375 shares; 2022Q4: 390 shares; 2023Q1: 380 shares; 2023Q2: 380 shares; 2023Q3: 416 shares; 2023Q4: 422 shares 422 $15.2K <0.01% +6 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 108 shares; 2023Q4: 184 shares 184 $15K <0.01% +76 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 105 shares; 2022Q4: 105 shares; 2023Q1: 105 shares; 2023Q2: 105 shares; 2023Q3: 321 shares; 2023Q4: 335 shares 335 $15K <0.01% +14 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 183 shares; 2023Q3: 183 shares; 2023Q4: 189 shares 189 $14.9K <0.01% +6 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 82 shares; 2022Q4: 90 shares; 2023Q1: 92 shares; 2023Q2: 92 shares; 2023Q3: 92 shares; 2023Q4: 93 shares 93 $14.5K <0.01% +1 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 966 shares; 2022Q4: 955 shares; 2023Q1: 918 shares; 2023Q2: 682 shares; 2023Q3: 682 shares; 2023Q4: 750 shares 750 $14.4K <0.01% +68 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 186 shares 186 $14.3K <0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 363 shares; 2022Q4: 55 shares; 2023Q1: 55 shares; 2023Q2: 55 shares; 2023Q3: 55 shares; 2023Q4: 55 shares 55 $14.3K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 159 shares; 2022Q4: 159 shares; 2023Q1: 159 shares; 2023Q2: 148 shares; 2023Q3: 148 shares; 2023Q4: 122 shares 122 $14.3K <0.01% -26 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 862 shares; 2022Q4: 551 shares; 2023Q1: 487 shares; 2023Q2: 461 shares; 2023Q3: 269 shares; 2023Q4: 269 shares 269 $14.1K <0.01% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 221 shares; 2023Q1: 319 shares; 2023Q2: 382 shares; 2023Q3: 382 shares; 2023Q4: 390 shares 390 $14K <0.01% +8 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2 shares; 2022Q4: 2 shares; 2023Q1: 2 shares; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 34 shares 34 $13.9K <0.01% +32 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 78 shares; 2022Q4: 65 shares; 2023Q1: 65 shares; 2023Q2: 65 shares; 2023Q3: 65 shares; 2023Q4: 65 shares 65 $13.6K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 401 shares; 2022Q4: 251 shares; 2023Q1: 251 shares; 2023Q2: 256 shares; 2023Q3: 215 shares; 2023Q4: 215 shares 215 $13.6K <0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 67 shares; 2022Q4: 76 shares; 2023Q1: 31 shares; 2023Q2: 31 shares; 2023Q3: 31 shares; 2023Q4: 31 shares 31 $13.3K <0.01% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 735 shares; 2022Q4: 735 shares; 2023Q1: 735 shares; 2023Q2: 646 shares; 2023Q3: 631 shares; 2023Q4: 675 shares 675 $13K <0.01% +44 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares 100 $12.9K <0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 538 shares; 2022Q4: 538 shares; 2023Q1: 581 shares; 2023Q2: 542 shares; 2023Q3: 542 shares; 2023Q4: 564 shares 564 $12.9K <0.01% +22 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 385 shares; 2022Q4: 475 shares; 2023Q1: 886 shares; 2023Q2: 1,190 shares; 2023Q3: 1,190 shares; 2023Q4: 1,382 shares 1,382 $12.7K <0.01% +192 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 523 shares; 2022Q4: 519 shares; 2023Q1: 482 shares; 2023Q2: 474 shares; 2023Q3: 484 shares; 2023Q4: 469 shares 469 $12.7K <0.01% -15 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 713 shares; 2022Q4: 720 shares; 2023Q1: 725 shares; 2023Q2: 731 shares; 2023Q3: 736 shares; 2023Q4: 741 shares 741 $12.6K <0.01% +5 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 117 shares; 2022Q4: 120 shares; 2023Q1: 131 shares; 2023Q2: 122 shares; 2023Q3: 122 shares; 2023Q4: 130 shares 130 $12.3K <0.01% +8 Timeline BLMN BLOOMIN BRANDS INC More: the full row for BLOOMIN BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 443 shares; 2022Q4: 432 shares; 2023Q1: 432 shares; 2023Q2: 436 shares; 2023Q3: 436 shares; 2023Q4: 436 shares 436 $12.3K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 248 shares; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares 200 $12.2K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 347 shares; 2022Q4: 376 shares; 2023Q1: 376 shares; 2023Q2: 366 shares; 2023Q3: 154 shares; 2023Q4: 154 shares 154 $12.2K <0.01% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 189 shares; 2023Q4: 192 shares 192 $12.1K <0.01% +3 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 228 shares; 2022Q4: 229 shares; 2023Q1: 229 shares; 2023Q2: 230 shares; 2023Q3: 231 shares; 2023Q4: 232 shares 232 $12.1K <0.01% +1 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 311 shares; 2022Q4: 311 shares; 2023Q1: 311 shares; 2023Q2: 293 shares; 2023Q3: 287 shares; 2023Q4: 305 shares 305 $11.9K <0.01% +18 Timeline CHAMPIONX CORPORATION CHAMPIONX CORPORATION More: the full row for CHAMPIONX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares 400 $11.7K <0.01% 0 MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 96 shares; 2022Q4: 95 shares; 2023Q1: 88 shares; 2023Q2: 84 shares; 2023Q3: 82 shares; 2023Q4: 85 shares 85 $11.7K <0.01% +3 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 13 shares; 2022Q4: 13 shares; 2023Q1: 13 shares; 2023Q2: 32 shares; 2023Q3: 73 shares; 2023Q4: 73 shares 73 $11.6K <0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 91 shares; 2022Q4: 127 shares; 2023Q1: 127 shares; 2023Q2: 116 shares; 2023Q3: 116 shares; 2023Q4: 202 shares 202 $11.6K <0.01% +86 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 99 shares; 2022Q4: 99 shares; 2023Q1: 99 shares; 2023Q2: 99 shares; 2023Q3: 99 shares; 2023Q4: 99 shares 99 $11.5K <0.01% 0 Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 946 shares; 2022Q4: 946 shares; 2023Q1: 918 shares; 2023Q2: 935 shares; 2023Q3: 935 shares; 2023Q4: 920 shares 920 $11.4K <0.01% -15 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 96 shares; 2022Q4: 96 shares; 2023Q1: 96 shares; 2023Q2: 96 shares; 2023Q3: 96 shares; 2023Q4: 96 shares 96 $11.2K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,555 shares; 2022Q4: 1,398 shares; 2023Q1: 1,315 shares; 2023Q2: 1,305 shares; 2023Q3: 1,305 shares; 2023Q4: 976 shares 976 $11.1K <0.01% -329 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7 shares; 2022Q4: 7 shares; 2023Q1: 7 shares; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: 7 shares 7 $11K <0.01% 0 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 32 shares; 2022Q4: 32 shares; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 32 shares; 2023Q4: 32 shares 32 $10.9K <0.01% 0 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 129 shares; 2023Q4: 502 shares 502 $10.9K <0.01% +373 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 78 shares; 2022Q4: 78 shares; 2023Q1: 76 shares; 2023Q2: 72 shares; 2023Q3: 72 shares; 2023Q4: 75 shares 75 $10.8K <0.01% +3 DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 138 shares; 2022Q4: 139 shares; 2023Q1: 140 shares; 2023Q2: 141 shares; 2023Q3: 236 shares; 2023Q4: 237 shares 237 $10.8K <0.01% +1 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 553 shares; 2022Q4: 323 shares; 2023Q1: 323 shares; 2023Q2: 298 shares; 2023Q3: 298 shares; 2023Q4: 294 shares 294 $10.6K <0.01% -4 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares 60 $10.5K <0.01% 0 Timeline VSTM VERASTEM INC More: the full row for VERASTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 771 shares; 2023Q3: 1,286 shares; 2023Q4: 1,286 shares 1,286 $10.5K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 39 shares; 2022Q4: 52 shares; 2023Q1: 52 shares; 2023Q2: 52 shares; 2023Q3: 52 shares; 2023Q4: 52 shares 52 $10.3K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 16 shares; 2023Q2: 16 shares; 2023Q3: 34 shares; 2023Q4: 80 shares 80 $10.3K <0.01% +46 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 80 shares; 2022Q4: 80 shares; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 80 shares 80 $10.2K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 57 shares; 2022Q4: 78 shares; 2023Q1: 78 shares; 2023Q2: 78 shares; 2023Q3: 75 shares; 2023Q4: 66 shares 66 $10.2K <0.01% -9 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 63 shares; 2022Q4: 48 shares; 2023Q1: 48 shares; 2023Q2: 54 shares; 2023Q3: 54 shares; 2023Q4: 54 shares 54 $10.1K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 183 shares; 2022Q4: 185 shares; 2023Q1: 185 shares; 2023Q2: 190 shares; 2023Q3: 190 shares; 2023Q4: 194 shares 194 $10.1K <0.01% +4 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,300 shares; 2022Q4: 1,300 shares; 2023Q1: 1,300 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares 2,000 $10K <0.01% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 79 shares; 2022Q4: 83 shares; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: 83 shares 83 $9.95K <0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 5 shares; 2023Q1: 5 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 7 shares 7 $9.94K <0.01% +1 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares 400 $9.74K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 460 shares; 2022Q4: 460 shares; 2023Q1: 460 shares; 2023Q2: 460 shares; 2023Q3: 460 shares; 2023Q4: 460 shares 460 $9.56K <0.01% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 221 shares; 2022Q4: 181 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 27 shares; 2023Q4: 27 shares 27 $9.55K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 108 shares; 2022Q4: 108 shares; 2023Q1: 108 shares; 2023Q2: 130 shares; 2023Q3: 130 shares; 2023Q4: 133 shares 133 $9.51K <0.01% +3 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 833 shares; 2023Q2: 938 shares; 2023Q3: 938 shares; 2023Q4: 967 shares 967 $9.49K <0.01% +29 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 240 shares; 2022Q4: 243 shares; 2023Q1: 245 shares; 2023Q2: 247 shares; 2023Q3: 250 shares; 2023Q4: 252 shares 252 $9.34K <0.01% +2 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 5 shares; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 50 shares 50 $9.32K <0.01% -50 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 205 shares; 2023Q3: 144 shares; 2023Q4: 154 shares 154 $9.29K <0.01% +10 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 191 shares; 2022Q4: 246 shares; 2023Q1: 246 shares; 2023Q2: 246 shares; 2023Q3: 219 shares; 2023Q4: 219 shares 219 $9.26K <0.01% 0 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25 shares; 2022Q4: 25 shares; 2023Q1: 25 shares; 2023Q2: 28 shares; 2023Q3: 28 shares; 2023Q4: 28 shares 28 $9.22K <0.01% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 47 shares; 2022Q4: 47 shares; 2023Q1: 47 shares; 2023Q2: 47 shares; 2023Q3: 47 shares; 2023Q4: 47 shares 47 $9.1K <0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 121 shares; 2023Q1: 121 shares; 2023Q2: 112 shares; 2023Q3: 112 shares; 2023Q4: 118 shares 118 $9.05K <0.01% +6 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 528 shares; 2022Q4: 346 shares; 2023Q1: 346 shares; 2023Q2: 346 shares; 2023Q3: 346 shares; 2023Q4: 346 shares 346 $8.85K <0.01% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 52 shares; 2022Q4: 52 shares; 2023Q1: 52 shares; 2023Q2: 93 shares; 2023Q3: 77 shares; 2023Q4: 59 shares 59 $8.75K <0.01% -18 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 53 shares 53 $8.74K <0.01% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares 250 $8.62K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 169 shares; 2022Q4: 68 shares; 2023Q1: 68 shares; 2023Q2: 68 shares; 2023Q3: 68 shares; 2023Q4: 58 shares 58 $8.53K <0.01% -10 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 425 shares 425 $8.41K <0.01% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 192 shares; 2022Q4: 192 shares; 2023Q1: 192 shares; 2023Q2: 192 shares; 2023Q3: 192 shares; 2023Q4: 192 shares 192 $8.36K <0.01% 0 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 57 shares; 2022Q4: 57 shares; 2023Q1: 57 shares; 2023Q2: 79 shares; 2023Q3: 79 shares; 2023Q4: 81 shares 81 $8.22K <0.01% +2 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 31 shares; 2023Q2: 29 shares; 2023Q3: 29 shares; 2023Q4: 30 shares 30 $8.2K <0.01% +1 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 98 shares; 2022Q4: 98 shares; 2023Q1: 98 shares; 2023Q2: 98 shares; 2023Q3: 98 shares; 2023Q4: 49 shares 49 $8.1K <0.01% -49 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 150 shares; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares 150 $7.98K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 16 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 11 shares; 2023Q3: 18 shares; 2023Q4: 26 shares 26 $7.93K <0.01% +8 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 156 shares; 2022Q4: 156 shares; 2023Q1: 156 shares; 2023Q2: 157 shares; 2023Q3: 157 shares; 2023Q4: 159 shares 159 $7.84K <0.01% +2 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 411 shares; 2022Q4: 411 shares; 2023Q1: 411 shares; 2023Q2: 401 shares; 2023Q3: 287 shares; 2023Q4: 234 shares 234 $7.79K <0.01% -53 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 33 shares; 2022Q4: 27 shares; 2023Q1: 27 shares; 2023Q2: 27 shares; 2023Q3: 27 shares; 2023Q4: 27 shares 27 $7.69K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 197 shares; 2022Q4: 199 shares; 2023Q1: 201 shares; 2023Q2: 203 shares; 2023Q3: 205 shares; 2023Q4: 207 shares 207 $7.66K <0.01% +2 Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 86 shares; 2022Q4: 117 shares; 2023Q1: 117 shares; 2023Q2: 117 shares; 2023Q3: 117 shares; 2023Q4: 117 shares 117 $7.62K <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 20 shares; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares 20 $7.6K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 72 shares; 2022Q4: 72 shares; 2023Q1: 72 shares; 2023Q2: 72 shares; 2023Q3: 72 shares; 2023Q4: 72 shares 72 $7.58K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 129 shares; 2022Q4: 129 shares; 2023Q1: 129 shares; 2023Q2: 129 shares; 2023Q3: 129 shares; 2023Q4: 129 shares 129 $7.5K <0.01% 0 Timeline SIX FLAGS ENTERTAINMENT CORP SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 323 shares; 2022Q4: 323 shares; 2023Q1: 323 shares; 2023Q2: 296 shares; 2023Q3: 296 shares; 2023Q4: 299 shares 299 $7.5K <0.01% +3 MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 120 shares; 2022Q4: 120 shares; 2023Q1: 113 shares; 2023Q2: 119 shares; 2023Q3: 113 shares; 2023Q4: 113 shares 113 $7.47K <0.01% 0 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 108 shares; 2023Q4: 108 shares 108 $7.47K <0.01% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 36 shares; 2022Q4: 36 shares; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 36 shares; 2023Q4: 36 shares 36 $7.41K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 105 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares 100 $7.22K <0.01% 0 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 112 shares; 2022Q4: 112 shares; 2023Q1: 64 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares 60 $7.21K <0.01% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 113 shares; 2023Q2: 113 shares; 2023Q3: 113 shares; 2023Q4: 113 shares 113 $7.2K <0.01% 0 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 125 shares; 2022Q4: 125 shares; 2023Q1: 120 shares; 2023Q2: 89 shares; 2023Q3: 89 shares; 2023Q4: 89 shares 89 $7.17K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 64 shares; 2022Q4: 74 shares; 2023Q1: 64 shares; 2023Q2: 64 shares; 2023Q3: 65 shares; 2023Q4: 65 shares 65 $7.17K <0.01% 0 Timeline KN KNOWLES CORP More: the full row for KNOWLES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares 400 $7.16K <0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 194 shares; 2022Q4: 94 shares; 2023Q1: 94 shares; 2023Q2: 94 shares; 2023Q3: 94 shares; 2023Q4: 94 shares 94 $7.16K <0.01% 0 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 577 shares; 2022Q4: 570 shares; 2023Q1: 546 shares; 2023Q2: 537 shares; 2023Q3: 537 shares; 2023Q4: 195 shares 195 $7.12K <0.01% -342 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 185 shares; 2022Q4: 172 shares; 2023Q1: 172 shares; 2023Q2: 172 shares; 2023Q3: 172 shares; 2023Q4: 172 shares 172 $7.04K <0.01% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 106 shares 106 $7.01K <0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25 shares; 2022Q4: 25 shares; 2023Q1: 25 shares; 2023Q2: 31 shares; 2023Q3: 31 shares; 2023Q4: 31 shares 31 $7.01K <0.01% 0 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 73 shares; 2023Q1: 73 shares; 2023Q2: 105 shares; 2023Q3: 105 shares; 2023Q4: 86 shares 86 $7K <0.01% -19 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 41 shares; 2022Q4: 43 shares; 2023Q1: 43 shares; 2023Q2: 43 shares; 2023Q3: 43 shares; 2023Q4: 43 shares 43 $6.99K <0.01% 0 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 109 shares; 2022Q4: 109 shares; 2023Q1: 109 shares; 2023Q2: 109 shares; 2023Q3: 109 shares; 2023Q4: 109 shares 109 $6.96K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3 shares; 2022Q4: 3 shares; 2023Q1: 3 shares; 2023Q2: 3 shares; 2023Q3: 3 shares; 2023Q4: 3 shares 3 $6.86K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 35 shares; 2022Q4: 43 shares; 2023Q1: 43 shares; 2023Q2: 43 shares; 2023Q3: 43 shares; 2023Q4: 44 shares 44 $6.81K <0.01% +1 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 54 shares; 2022Q4: 54 shares; 2023Q1: 54 shares; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares 42 $6.76K <0.01% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 193 shares; 2022Q4: 193 shares; 2023Q1: 193 shares; 2023Q2: 193 shares; 2023Q3: 193 shares; 2023Q4: 193 shares 193 $6.67K <0.01% 0 Timeline PGF 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 442 shares; 2022Q4: 442 shares; 2023Q1: 442 shares; 2023Q2: 442 shares; 2023Q3: 442 shares; 2023Q4: 442 shares 442 $6.44K <0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 457 shares; 2022Q4: 457 shares; 2023Q1: 757 shares; 2023Q2: 757 shares; 2023Q3: 857 shares; 2023Q4: 1,957 shares 1,957 $6.44K <0.01% +1,100 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 89 shares; 2022Q4: 83 shares; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: 88 shares 88 $6.38K <0.01% +5 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 32 shares; 2022Q4: 32 shares; 2023Q1: 22 shares; 2023Q2: 22 shares; 2023Q3: 22 shares; 2023Q4: 46 shares 46 $6.34K <0.01% +24 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 66 shares 66 $6.08K <0.01% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 39 shares; 2023Q3: not reported; 2023Q4: 264 shares 264 $6.08K <0.01% new Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 42 shares; 2022Q4: 51 shares; 2023Q1: 51 shares; 2023Q2: 51 shares; 2023Q3: 51 shares; 2023Q4: 51 shares 51 $6.03K <0.01% 0 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 69 shares; 2022Q4: 61 shares; 2023Q1: 61 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: 61 shares 61 $6K <0.01% 0 Timeline QDEL QUIDELORTHO CORP More: the full row for QUIDELORTHO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1 shares; 2023Q3: 79 shares; 2023Q4: 81 shares 81 $5.97K <0.01% +2 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 170 shares; 2022Q4: 166 shares; 2023Q1: 166 shares; 2023Q2: 166 shares; 2023Q3: 166 shares; 2023Q4: 166 shares 166 $5.81K <0.01% 0 Timeline FIZZ NATIONAL BEVERAGE CORP More: the full row for NATIONAL BEVERAGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 130 shares; 2022Q4: 130 shares; 2023Q1: 130 shares; 2023Q2: 130 shares; 2023Q3: 130 shares; 2023Q4: 116 shares 116 $5.77K <0.01% -14 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 100 shares 100 $5.74K <0.01% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 20 shares; 2022Q4: 24 shares; 2023Q1: 24 shares; 2023Q2: 24 shares; 2023Q3: 24 shares; 2023Q4: 24 shares 24 $5.74K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 48 shares; 2022Q4: 48 shares; 2023Q1: 48 shares; 2023Q2: 48 shares; 2023Q3: 48 shares; 2023Q4: 48 shares 48 $5.68K <0.01% 0 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 34 shares; 2022Q4: 29 shares; 2023Q1: 29 shares; 2023Q2: 29 shares; 2023Q3: 29 shares; 2023Q4: 31 shares 31 $5.67K <0.01% +2 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25 shares; 2022Q4: 25 shares; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares 25 $5.62K <0.01% 0 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 478 shares; 2022Q4: 478 shares; 2023Q1: 465 shares; 2023Q2: 436 shares; 2023Q3: 436 shares; 2023Q4: 461 shares 461 $5.62K <0.01% +25 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25 shares; 2022Q4: 25 shares; 2023Q1: 38 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares 25 $5.59K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 83 shares 83 $5.59K <0.01% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 72 shares; 2023Q2: 72 shares; 2023Q3: 72 shares; 2023Q4: 72 shares 72 $5.42K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 49 shares; 2022Q4: 49 shares; 2023Q1: 49 shares; 2023Q2: 44 shares; 2023Q3: 44 shares; 2023Q4: 49 shares 49 $5.4K <0.01% +5 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 107 shares; 2022Q4: 107 shares; 2023Q1: 107 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares 100 $5.39K <0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 18,403 shares; 2022Q4: 17,709 shares; 2023Q1: 175 shares; 2023Q2: 64 shares; 2023Q3: 64 shares; 2023Q4: 69 shares 69 $5.35K <0.01% +5 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 80 shares; 2022Q4: 83 shares; 2023Q1: 83 shares; 2023Q2: 87 shares; 2023Q3: 88 shares; 2023Q4: 88 shares 88 $5.33K <0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 22 shares; 2022Q4: 22 shares; 2023Q1: 22 shares; 2023Q2: 22 shares; 2023Q3: 22 shares; 2023Q4: 22 shares 22 $5.31K <0.01% 0 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 136 shares; 2023Q2: 127 shares; 2023Q3: 127 shares; 2023Q4: 139 shares 139 $5.22K <0.01% +12 Timeline Leslie's Inc Leslie's Inc More: the full row for Leslie's Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 347 shares; 2022Q4: 443 shares; 2023Q1: 443 shares; 2023Q2: 443 shares; 2023Q3: 751 shares; 2023Q4: 751 shares 751 $5.19K <0.01% 0 CHINA FD INC CHINA FD INC More: the full row for CHINA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 488 shares; 2022Q4: 488 shares; 2023Q1: 511 shares; 2023Q2: 511 shares; 2023Q3: 511 shares; 2023Q4: 511 shares 511 $5.19K <0.01% 0 UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares 800 $5.12K <0.01% 0 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 87 shares; 2022Q4: 91 shares; 2023Q1: 91 shares; 2023Q2: 91 shares; 2023Q3: 91 shares; 2023Q4: 95 shares 95 $5.07K <0.01% +4 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 51 shares; 2022Q4: 51 shares; 2023Q1: 51 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: 38 shares 38 $5.06K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 410 shares; 2022Q4: 435 shares; 2023Q1: 95 shares; 2023Q2: 135 shares; 2023Q3: 135 shares; 2023Q4: 138 shares 138 $4.96K <0.01% +3 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 120 shares; 2022Q4: 120 shares; 2023Q1: 120 shares; 2023Q2: 120 shares; 2023Q3: 120 shares; 2023Q4: 120 shares 120 $4.95K <0.01% 0 Timeline NVCR NOVOCURE LTD More: the full row for NOVOCURE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 330 shares; 2023Q3: 330 shares; 2023Q4: 330 shares 330 $4.93K <0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 100 shares; 2023Q4: 100 shares 100 $4.88K <0.01% 0 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 28 shares; 2022Q4: 28 shares; 2023Q1: 28 shares; 2023Q2: 28 shares; 2023Q3: 28 shares; 2023Q4: 31 shares 31 $4.79K <0.01% +3 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 69 shares; 2023Q4: 69 shares 69 $4.76K <0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 101 shares; 2023Q2: 101 shares; 2023Q3: 135 shares; 2023Q4: 119 shares 119 $4.72K <0.01% -16 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 16 shares; 2022Q4: 19 shares; 2023Q1: 19 shares; 2023Q2: 19 shares; 2023Q3: 16 shares; 2023Q4: 16 shares 16 $4.53K <0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares 10 $4.51K <0.01% 0 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 36 shares; 2022Q4: 36 shares; 2023Q1: 49 shares; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares 42 $4.5K <0.01% 0 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 164 shares 164 $4.49K <0.01% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 51 shares; 2022Q4: 51 shares; 2023Q1: 51 shares; 2023Q2: 52 shares; 2023Q3: 52 shares; 2023Q4: 52 shares 52 $4.45K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 122 shares; 2023Q1: 169 shares; 2023Q2: 169 shares; 2023Q3: 169 shares; 2023Q4: 151 shares 151 $4.41K <0.01% -18 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 256 shares 256 $4.41K <0.01% new Timeline VIOO 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 22 shares; 2022Q4: 22 shares; 2023Q1: 44 shares; 2023Q2: 44 shares; 2023Q3: 44 shares; 2023Q4: 44 shares 44 $4.36K <0.01% 0 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 272 shares; 2022Q4: 272 shares; 2023Q1: 272 shares; 2023Q2: 252 shares; 2023Q3: 252 shares; 2023Q4: 255 shares 255 $4.31K <0.01% +3 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 14 shares; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares 20 $4.31K <0.01% 0 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 75 shares; 2022Q4: 75 shares; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: 66 shares 66 $4.3K <0.01% -9 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 46 shares; 2022Q4: 59 shares; 2023Q1: 59 shares; 2023Q2: 56 shares; 2023Q3: 56 shares; 2023Q4: 64 shares 64 $4.29K <0.01% +8 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 54 shares; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares 30 $4.28K <0.01% 0 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 118 shares; 2022Q4: 118 shares; 2023Q1: 101 shares; 2023Q2: 101 shares; 2023Q3: 101 shares; 2023Q4: 101 shares 101 $4.24K <0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: 53 shares 53 $4.21K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 14 shares; 2022Q4: 35 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 40 shares; 2023Q4: 40 shares 40 $4.14K <0.01% 0 Timeline