IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 456,224 shares; 2022Q4: 510,724 shares; 2023Q1: 637,698 shares; 2023Q2: 632,175 shares; 2023Q3: 633,017 shares; 2023Q4: 634,268 shares; 2024Q1: 624,438 shares 624,438 $46.3M 7.41% -9,830 Timeline 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; 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; 2024Q1: 1,621,100 shares 1,621,100 $42.9M 6.86% -253,169 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 87,631 shares; 2022Q4: 82,274 shares; 2023Q1: 68,196 shares; 2023Q2: 68,040 shares; 2023Q3: 67,066 shares; 2023Q4: 81,725 shares; 2024Q1: 80,327 shares 80,327 $38.6M 6.17% -1,398 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 69,344 shares; 2022Q4: 86,434 shares; 2023Q1: 44,910 shares; 2023Q2: 45,033 shares; 2023Q3: 65,030 shares; 2023Q4: 68,206 shares; 2024Q1: 62,727 shares 62,727 $32.8M 5.24% -5,479 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 224,740 shares; 2022Q4: 222,327 shares; 2023Q1: 201,289 shares; 2023Q2: 200,815 shares; 2023Q3: 200,600 shares; 2023Q4: 197,581 shares; 2024Q1: 194,672 shares 194,672 $23.6M 3.76% -2,909 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 126 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 221,742 shares; 2024Q1: 186,144 shares 186,144 $17.6M 2.82% -35,598 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 214,334 shares; 2022Q4: 220,659 shares; 2023Q1: 288,271 shares; 2023Q2: 283,360 shares; 2023Q3: 282,913 shares; 2023Q4: 283,367 shares; 2024Q1: 275,938 shares 275,938 $14.2M 2.28% -7,429 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 29,985 shares; 2022Q4: 31,320 shares; 2023Q1: 22,158 shares; 2023Q2: 20,978 shares; 2023Q3: 20,699 shares; 2023Q4: 20,674 shares; 2024Q1: 20,753 shares 20,753 $10.9M 1.74% +79 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 97,310 shares; 2022Q4: 83,920 shares; 2023Q1: 84,140 shares; 2023Q2: 78,440 shares; 2023Q3: 78,027 shares; 2023Q4: 74,708 shares; 2024Q1: 88,539 shares 88,539 $10.3M 1.64% +13,831 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; 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; 2024Q1: 44,758 shares 44,758 $10.2M 1.64% +15,539 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 98,548 shares; 2022Q4: 106,067 shares; 2023Q1: 104,841 shares; 2023Q2: 112,867 shares; 2023Q3: 115,651 shares; 2023Q4: 51,364 shares; 2024Q1: 110,214 shares 110,214 $9.91M 1.58% +58,850 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; 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; 2024Q1: 562,058 shares 562,058 $9.87M 1.58% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 51,177 shares; 2022Q4: 49,827 shares; 2023Q1: 51,995 shares; 2023Q2: 52,782 shares; 2023Q3: 52,572 shares; 2023Q4: 49,693 shares; 2024Q1: 49,735 shares 49,735 $8.53M 1.36% +42 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 23,139 shares; 2022Q4: 23,081 shares; 2023Q1: 24,237 shares; 2023Q2: 21,507 shares; 2023Q3: 21,514 shares; 2023Q4: 19,940 shares; 2024Q1: 18,371 shares 18,371 $7.73M 1.24% -1,569 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 49,738 shares; 2022Q4: 49,335 shares; 2023Q1: 50,446 shares; 2023Q2: 45,219 shares; 2023Q3: 44,927 shares; 2023Q4: 41,966 shares; 2024Q1: 37,067 shares 37,067 $7.42M 1.19% -4,899 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 132,480 shares; 2022Q4: 132,128 shares; 2023Q1: 135,745 shares; 2023Q2: 135,804 shares; 2023Q3: 136,249 shares; 2023Q4: 135,757 shares; 2024Q1: 125,513 shares 125,513 $7.27M 1.16% -10,244 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,177 shares; 2022Q4: 1,008 shares; 2023Q1: 61,553 shares; 2023Q2: 61,324 shares; 2023Q3: 62,328 shares; 2023Q4: 30,125 shares; 2024Q1: 60,558 shares 60,558 $6.6M 1.05% +30,433 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 65,309 shares; 2022Q4: 56,340 shares; 2023Q1: 57,108 shares; 2023Q2: 54,615 shares; 2023Q3: 54,367 shares; 2023Q4: 54,041 shares; 2024Q1: 47,201 shares 47,201 $6.23M 1% -6,840 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; 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; 2024Q1: 11,053 shares 11,053 $5.73M 0.92% -162 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 8 shares; 2023Q2: not reported; 2023Q3: 169 shares; 2023Q4: 197 shares; 2024Q1: 31,706 shares 31,706 $5.62M 0.9% +31,509 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 18,207 shares; 2022Q4: 18,185 shares; 2023Q1: 18,879 shares; 2023Q2: 18,885 shares; 2023Q3: 18,948 shares; 2023Q4: 16,426 shares; 2024Q1: 15,956 shares 15,956 $5.53M 0.88% -470 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 15,433 shares; 2022Q4: 13,569 shares; 2023Q1: 13,849 shares; 2023Q2: 12,090 shares; 2023Q3: 9,717 shares; 2023Q4: 9,060 shares; 2024Q1: 6,993 shares 6,993 $5.44M 0.87% -2,067 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 32,967 shares; 2022Q4: 33,129 shares; 2023Q1: 34,265 shares; 2023Q2: 34,358 shares; 2023Q3: 34,457 shares; 2023Q4: 34,792 shares; 2024Q1: 34,301 shares 34,301 $5.43M 0.87% -491 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 23,735 shares; 2022Q4: 23,870 shares; 2023Q1: 24,240 shares; 2023Q2: 24,290 shares; 2023Q3: 24,175 shares; 2023Q4: 21,117 shares; 2024Q1: 19,014 shares 19,014 $5.41M 0.86% -2,103 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 27,408 shares; 2022Q4: 27,647 shares; 2023Q1: 28,188 shares; 2023Q2: 28,209 shares; 2023Q3: 28,265 shares; 2023Q4: 25,448 shares; 2024Q1: 24,628 shares 24,628 $5.25M 0.84% -820 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 234,403 shares; 2022Q4: 174,896 shares; 2023Q1: 237,486 shares; 2023Q2: 229,038 shares; 2023Q3: 229,005 shares; 2023Q4: 192,998 shares; 2024Q1: 187,143 shares 187,143 $5.25M 0.84% -5,855 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 30,555 shares; 2022Q4: 30,818 shares; 2023Q1: 31,560 shares; 2023Q2: 31,564 shares; 2023Q3: 31,623 shares; 2023Q4: 30,526 shares; 2024Q1: 32,010 shares 32,010 $5.19M 0.83% +1,484 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 54,458 shares; 2022Q4: 54,312 shares; 2023Q1: 55,296 shares; 2023Q2: 41,581 shares; 2023Q3: 41,301 shares; 2023Q4: 41,135 shares; 2024Q1: 41,246 shares 41,246 $5.18M 0.83% +111 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 54,658 shares; 2022Q4: 55,046 shares; 2023Q1: 55,763 shares; 2023Q2: 55,233 shares; 2023Q3: 55,470 shares; 2023Q4: 50,946 shares; 2024Q1: 52,752 shares 52,752 $5.14M 0.82% +1,806 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 63,137 shares; 2022Q4: 56,667 shares; 2023Q1: 57,058 shares; 2023Q2: 55,794 shares; 2023Q3: 56,045 shares; 2023Q4: 51,963 shares; 2024Q1: 55,679 shares 55,679 $5.09M 0.81% +3,716 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; 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; 2024Q1: 44,434 shares 44,434 $5.04M 0.81% -202 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 69,546 shares 69,546 $4.99M 0.8% +3,047 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 19,260 shares; 2022Q4: 19,415 shares; 2023Q1: 19,734 shares; 2023Q2: 19,538 shares; 2023Q3: 19,512 shares; 2023Q4: 17,869 shares; 2024Q1: 17,669 shares 17,669 $4.98M 0.8% -200 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 56,988 shares; 2022Q4: 57,445 shares; 2023Q1: 58,981 shares; 2023Q2: 59,439 shares; 2023Q3: 59,987 shares; 2023Q4: 60,190 shares; 2024Q1: 77,581 shares 77,581 $4.96M 0.79% +17,391 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 12,831 shares; 2022Q4: 11,144 shares; 2023Q1: 11,291 shares; 2023Q2: 11,097 shares; 2023Q3: 11,084 shares; 2023Q4: 11,111 shares; 2024Q1: 10,769 shares 10,769 $4.9M 0.78% -342 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; 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; 2024Q1: 23,766 shares 23,766 $4.87M 0.78% -3,406 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 21,800 shares; 2022Q4: 2,960 shares; 2023Q1: 24,755 shares; 2023Q2: 25,290 shares; 2023Q3: 132,065 shares; 2023Q4: 102,467 shares; 2024Q1: 113,823 shares 113,823 $4.78M 0.76% +11,356 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 38,717 shares; 2022Q4: 34,224 shares; 2023Q1: 33,693 shares; 2023Q2: 32,860 shares; 2023Q3: 29,410 shares; 2023Q4: 29,720 shares; 2024Q1: 30,096 shares 30,096 $4.75M 0.76% +376 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 17,774 shares; 2022Q4: 17,929 shares; 2023Q1: 18,504 shares; 2023Q2: 18,804 shares; 2023Q3: 19,526 shares; 2023Q4: 7,322 shares; 2024Q1: 30,390 shares 30,390 $4.74M 0.76% +23,068 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; 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; 2024Q1: 16,439 shares 16,439 $4.64M 0.74% +1,514 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 30,996 shares 30,996 $4.61M 0.74% +5,969 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 31,353 shares; 2022Q4: 27,653 shares; 2023Q1: 28,332 shares; 2023Q2: 27,571 shares; 2023Q3: 27,045 shares; 2023Q4: 27,280 shares; 2024Q1: 29,733 shares 29,733 $4.61M 0.74% +2,453 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 76,992 shares; 2022Q4: 77,339 shares; 2023Q1: 78,304 shares; 2023Q2: 77,160 shares; 2023Q3: 73,655 shares; 2023Q4: 59,463 shares; 2024Q1: 53,505 shares 53,505 $4.59M 0.73% -5,958 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 104,509 shares; 2022Q4: 106,239 shares; 2023Q1: 109,561 shares; 2023Q2: 107,753 shares; 2023Q3: 106,481 shares; 2023Q4: 88,420 shares; 2024Q1: 91,770 shares 91,770 $4.58M 0.73% +3,350 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 56,838 shares; 2022Q4: 56,754 shares; 2023Q1: 52,266 shares; 2023Q2: 51,996 shares; 2023Q3: 52,060 shares; 2023Q4: 51,510 shares; 2024Q1: 47,922 shares 47,922 $4.51M 0.72% -3,588 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 55,096 shares 55,096 $4.47M 0.71% -1,287 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 27,524 shares; 2022Q4: 27,401 shares; 2023Q1: 28,382 shares; 2023Q2: 28,322 shares; 2023Q3: 28,430 shares; 2023Q4: 25,623 shares; 2024Q1: 25,624 shares 25,624 $4.46M 0.71% +1 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; 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; 2024Q1: 68,598 shares 68,598 $4.46M 0.71% +403 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 33,431 shares; 2022Q4: 33,349 shares; 2023Q1: 34,699 shares; 2023Q2: 34,974 shares; 2023Q3: 35,938 shares; 2023Q4: 36,094 shares; 2024Q1: 36,282 shares 36,282 $4.46M 0.71% +188 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 20,363 shares; 2022Q4: 17,752 shares; 2023Q1: 17,941 shares; 2023Q2: 17,576 shares; 2023Q3: 17,487 shares; 2023Q4: 17,397 shares; 2024Q1: 18,390 shares 18,390 $4.46M 0.71% +993 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 25,650 shares; 2022Q4: 25,891 shares; 2023Q1: 26,369 shares; 2023Q2: 26,356 shares; 2023Q3: 26,294 shares; 2023Q4: 24,543 shares; 2024Q1: 25,379 shares 25,379 $4.44M 0.71% +836 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; 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; 2024Q1: 20,513 shares 20,513 $4.42M 0.71% +827 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 9,580 shares; 2022Q4: 9,594 shares; 2023Q1: 9,759 shares; 2023Q2: 9,788 shares; 2023Q3: 9,813 shares; 2023Q4: 8,721 shares; 2024Q1: 8,903 shares 8,903 $4.4M 0.7% +182 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 18,070 shares; 2022Q4: 18,050 shares; 2023Q1: 18,762 shares; 2023Q2: 18,849 shares; 2023Q3: 19,005 shares; 2023Q4: 18,947 shares; 2024Q1: 17,244 shares 17,244 $4.39M 0.7% -1,703 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 188,080 shares; 2022Q4: 2,378 shares; 2023Q1: 1,170 shares; 2023Q2: 1,129 shares; 2023Q3: 303,202 shares; 2023Q4: 269,364 shares; 2024Q1: 246,263 shares 246,263 $4.33M 0.69% -23,101 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 30,179 shares; 2022Q4: 30,483 shares; 2023Q1: 31,268 shares; 2023Q2: 31,154 shares; 2023Q3: 31,352 shares; 2023Q4: 31,227 shares; 2024Q1: 33,334 shares 33,334 $4.31M 0.69% +2,107 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 45,483 shares; 2022Q4: 45,387 shares; 2023Q1: 47,355 shares; 2023Q2: 40,694 shares; 2023Q3: 40,980 shares; 2023Q4: 40,812 shares; 2024Q1: 37,816 shares 37,816 $4.3M 0.69% -2,996 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 19,438 shares; 2022Q4: 19,600 shares; 2023Q1: 20,275 shares; 2023Q2: 20,551 shares; 2023Q3: 20,733 shares; 2023Q4: 20,663 shares; 2024Q1: 20,147 shares 20,147 $4.29M 0.69% -516 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 34,307 shares; 2022Q4: 19,258 shares; 2023Q1: 34,041 shares; 2023Q2: 34,864 shares; 2023Q3: 35,273 shares; 2023Q4: 6,824 shares; 2024Q1: 40,115 shares 40,115 $4.25M 0.68% +33,291 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 27,162 shares; 2022Q4: 27,402 shares; 2023Q1: 27,747 shares; 2023Q2: 27,466 shares; 2023Q3: 27,536 shares; 2023Q4: 22,937 shares; 2024Q1: 70,643 shares 70,643 $4.25M 0.68% +47,706 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; 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; 2024Q1: 8,828 shares 8,828 $4.01M 0.64% -274 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 11,774 shares; 2022Q4: 12,079 shares; 2023Q1: 12,319 shares; 2023Q2: 12,317 shares; 2023Q3: 12,397 shares; 2023Q4: 10,162 shares; 2024Q1: 9,431 shares 9,431 $3.94M 0.63% -731 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 142,118 shares; 2022Q4: 142,118 shares; 2023Q1: 199,048 shares; 2023Q2: 199,048 shares; 2023Q3: 199,048 shares; 2023Q4: 237,268 shares; 2024Q1: 237,268 shares 237,268 $3.73M 0.6% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 19,339 shares; 2022Q4: 18,928 shares; 2023Q1: 19,040 shares; 2023Q2: 15,082 shares; 2023Q3: 15,092 shares; 2023Q4: 15,127 shares; 2024Q1: 13,791 shares 13,791 $3.7M 0.59% -1,336 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; 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; 2024Q1: 119,899 shares 119,899 $3.5M 0.56% +7,741 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 77,070 shares 77,070 $3.2M 0.51% +16,602 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 30,018 shares; 2023Q1: 30,799 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,640 shares; 2024Q1: 39,113 shares 39,113 $3.08M 0.49% +23,473 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,064 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 54,933 shares; 2024Q1: 51,203 shares 51,203 $2.96M 0.47% -3,730 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; 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; 2024Q1: 24,544 shares 24,544 $2.75M 0.44% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,887 shares; 2022Q4: 1,872 shares; 2023Q1: 1,935 shares; 2023Q2: 1,373 shares; 2023Q3: 1,337 shares; 2023Q4: 2,251 shares; 2024Q1: 1,934 shares 1,934 $2.56M 0.41% -317 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 12 shares; 2024Q1: 14,700 shares 14,700 $2.49M 0.4% +14,688 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,166 shares; 2022Q4: 5,164 shares; 2023Q1: 5,173 shares; 2023Q2: 5,173 shares; 2023Q3: 5,173 shares; 2023Q4: 5,164 shares; 2024Q1: 5,112 shares 5,112 $2.46M 0.39% -52 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 30,402 shares; 2022Q4: 29,529 shares; 2023Q1: 51,140 shares; 2023Q2: 48,367 shares; 2023Q3: 49,129 shares; 2023Q4: 49,183 shares; 2024Q1: 52,193 shares 52,193 $2.38M 0.38% +3,010 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 49,611 shares; 2023Q2: 47,150 shares; 2023Q3: 47,486 shares; 2023Q4: 48,340 shares; 2024Q1: 49,755 shares 49,755 $2.36M 0.38% +1,415 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; 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; 2024Q1: 62,472 shares 62,472 $2.22M 0.35% -3,162 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; 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; 2024Q1: 4,746 shares 4,746 $2.11M 0.34% -129 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 12,519 shares; 2022Q4: 5,694 shares; 2023Q1: 13,651 shares; 2023Q2: 13,495 shares; 2023Q3: 13,418 shares; 2023Q4: 13,008 shares; 2024Q1: 11,676 shares 11,676 $2.11M 0.34% -1,332 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; 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; 2024Q1: 23,251 shares 23,251 $1.86M 0.3% 0 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 99,818 shares; 2022Q4: 77,574 shares; 2023Q1: 124,697 shares; 2023Q2: 110,389 shares; 2023Q3: 77,071 shares; 2023Q4: 72,420 shares; 2024Q1: 66,922 shares 66,922 $1.75M 0.28% -5,498 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 16,992 shares; 2022Q4: 61,336 shares; 2023Q1: 102 shares; 2023Q2: not reported; 2023Q3: 1,610 shares; 2023Q4: not reported; 2024Q1: 65,237 shares 65,237 $1.71M 0.27% new 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; 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; 2024Q1: 33,623 shares 33,623 $1.66M 0.27% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 238 shares; 2022Q4: 238 shares; 2023Q1: 15,997 shares; 2023Q2: 15,247 shares; 2023Q3: 15,324 shares; 2023Q4: 15,382 shares; 2024Q1: 19,246 shares 19,246 $1.5M 0.24% +3,864 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 21,472 shares; 2022Q4: 20,791 shares; 2023Q1: 8,158 shares; 2023Q2: 8,055 shares; 2023Q3: 8,082 shares; 2023Q4: 8,138 shares; 2024Q1: 8,421 shares 8,421 $1.48M 0.24% +283 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; 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; 2024Q1: 14,150 shares 14,150 $1.46M 0.23% 0 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 59,510 shares 59,510 $1.46M 0.23% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 69,318 shares; 2022Q4: 5,829 shares; 2023Q1: 10,921 shares; 2023Q2: 55,880 shares; 2023Q3: 58,506 shares; 2023Q4: 6,321 shares; 2024Q1: 6,975 shares 6,975 $1.43M 0.23% +654 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 8,134 shares; 2023Q3: 9,586 shares; 2023Q4: 28,951 shares; 2024Q1: 38,721 shares 38,721 $1.4M 0.22% +9,770 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 16,227 shares; 2022Q4: 32,299 shares; 2023Q1: 12,288 shares; 2023Q2: 12,288 shares; 2023Q3: 12,288 shares; 2023Q4: 12,288 shares; 2024Q1: 12,288 shares 12,288 $1.35M 0.22% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,080 shares; 2022Q4: 1,130 shares; 2023Q1: 4,540 shares; 2023Q2: 3,818 shares; 2023Q3: 3,805 shares; 2023Q4: 3,654 shares; 2024Q1: 2,761 shares 2,761 $1.34M 0.21% -893 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,579 shares; 2022Q4: 1,579 shares; 2023Q1: 1,599 shares; 2023Q2: 1,591 shares; 2023Q3: 1,591 shares; 2023Q4: 1,591 shares; 2024Q1: 1,591 shares 1,591 $1.33M 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; 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; 2024Q1: 2,713 shares 2,713 $1.3M 0.21% -5 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 13,038 shares 13,038 $1.23M 0.2% +113 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,677 shares; 2022Q4: 1,440 shares; 2023Q1: 10,672 shares; 2023Q2: 10,216 shares; 2023Q3: 9,895 shares; 2023Q4: 9,299 shares; 2024Q1: 7,903 shares 7,903 $1.2M 0.19% -1,396 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,806 shares; 2022Q4: 2,807 shares; 2023Q1: 2,838 shares; 2023Q2: 2,831 shares; 2023Q3: 2,831 shares; 2023Q4: 2,839 shares; 2024Q1: 2,838 shares 2,838 $1.19M 0.19% -1 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 17,216 shares; 2022Q4: 16,771 shares; 2023Q1: 29,906 shares; 2023Q2: 28,113 shares; 2023Q3: 28,248 shares; 2023Q4: 29,096 shares; 2024Q1: 23,794 shares 23,794 $1.19M 0.19% -5,302 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; 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; 2024Q1: 29,793 shares 29,793 $1.16M 0.19% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 24,085 shares 24,085 $1.05M 0.17% +61 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,658 shares; 2022Q4: 6,658 shares; 2023Q1: 6,698 shares; 2023Q2: 6,708 shares; 2023Q3: 6,708 shares; 2023Q4: 6,714 shares; 2024Q1: 6,716 shares 6,716 $1000K 0.16% +2 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,239 shares; 2022Q4: 5,239 shares; 2023Q1: 5,654 shares; 2023Q2: 6,113 shares; 2023Q3: 6,113 shares; 2023Q4: 6,113 shares; 2024Q1: 6,048 shares 6,048 $988K 0.16% -65 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; 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; 2024Q1: 5,819 shares 5,819 $948K 0.15% +174 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 10,267 shares; 2022Q4: 12,234 shares; 2023Q1: 4,394 shares; 2023Q2: 4,394 shares; 2023Q3: 4,395 shares; 2023Q4: 3,992 shares; 2024Q1: 3,314 shares 3,314 $861K 0.14% -678 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; 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; 2024Q1: 9,393 shares 9,393 $861K 0.14% +17 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; 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; 2024Q1: 29,440 shares 29,440 $823K 0.13% +1,751 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; 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; 2024Q1: 33,846 shares 33,846 $788K 0.13% 0 XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 17,261 shares; 2022Q4: 17,417 shares; 2023Q1: 18,499 shares; 2023Q2: 18,780 shares; 2023Q3: 19,046 shares; 2023Q4: 18,997 shares; 2024Q1: 18,745 shares 18,745 $741K 0.12% -252 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 8,154 shares; 2022Q4: 8,136 shares; 2023Q1: 7,888 shares; 2023Q2: 7,896 shares; 2023Q3: 7,842 shares; 2023Q4: 7,456 shares; 2024Q1: 6,434 shares 6,434 $740K 0.12% -1,022 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,807 shares; 2022Q4: 2,768 shares; 2023Q1: 2,140 shares; 2023Q2: 2,129 shares; 2023Q3: 2,126 shares; 2023Q4: 2,141 shares; 2024Q1: 1,987 shares 1,987 $684K 0.11% -154 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 8,121 shares; 2022Q4: 86,650 shares; 2023Q1: 17,744 shares; 2023Q2: 12,208 shares; 2023Q3: 12,249 shares; 2023Q4: 12,441 shares; 2024Q1: 11,717 shares 11,717 $630K 0.1% -724 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 68,693 shares; 2022Q4: 68,548 shares; 2023Q1: 68,202 shares; 2023Q2: 72,231 shares; 2023Q3: 72,293 shares; 2023Q4: 64,745 shares; 2024Q1: 2,943 shares 2,943 $619K 0.1% -61,802 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 786 shares; 2022Q4: 784 shares; 2023Q1: 739 shares; 2023Q2: 655 shares; 2023Q3: 635 shares; 2023Q4: 596 shares; 2024Q1: 654 shares 654 $591K 0.09% +58 Timeline 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; 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; 2024Q1: 6,084 shares 6,084 $574K 0.09% 0 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 3,650 shares 3,650 $536K 0.09% 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 58 shares; 2023Q2: 1,080 shares; 2023Q3: 1,082 shares; 2023Q4: 1,077 shares; 2024Q1: 1,077 shares 1,077 $500K 0.08% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,529 shares; 2022Q4: 2,533 shares; 2023Q1: 2,557 shares; 2023Q2: 2,544 shares; 2023Q3: 2,549 shares; 2023Q4: 2,554 shares; 2024Q1: 2,557 shares 2,557 $488K 0.08% +3 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,765 shares; 2022Q4: 1,182 shares; 2023Q1: 1,608 shares; 2023Q2: 1,676 shares; 2023Q3: 1,767 shares; 2023Q4: 1,649 shares; 2024Q1: 2,726 shares 2,726 $479K 0.08% +1,077 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 141,606 shares; 2022Q4: 165,619 shares; 2023Q1: 11,757 shares; 2023Q2: 139,470 shares; 2023Q3: 139,625 shares; 2023Q4: 140,230 shares; 2024Q1: 5,758 shares 5,758 $460K 0.07% -134,472 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,101 shares; 2022Q4: 1,107 shares; 2023Q1: 1,112 shares; 2023Q2: 1,118 shares; 2023Q3: 1,123 shares; 2023Q4: 1,129 shares; 2024Q1: 1,133 shares 1,133 $415K 0.07% +4 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 15,526 shares; 2022Q4: 15,602 shares; 2023Q1: 16,074 shares; 2023Q2: 15,426 shares; 2023Q3: 14,822 shares; 2023Q4: 14,742 shares; 2024Q1: 14,630 shares 14,630 $406K 0.06% -112 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 63 shares; 2022Q4: 63 shares; 2023Q1: 720 shares; 2023Q2: 1,328 shares; 2023Q3: 1,328 shares; 2023Q4: 1,220 shares; 2024Q1: 1,149 shares 1,149 $387K 0.06% -71 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6,623 shares; 2023Q3: 6,658 shares; 2023Q4: 6,658 shares; 2024Q1: 6,658 shares 6,658 $384K 0.06% 0 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; 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; 2024Q1: 4,126 shares 4,126 $379K 0.06% -4,848 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,369 shares; 2022Q4: 6,370 shares; 2023Q1: 6,359 shares; 2023Q2: 6,359 shares; 2023Q3: 6,359 shares; 2023Q4: 6,359 shares; 2024Q1: 6,359 shares 6,359 $370K 0.06% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,830 shares; 2022Q4: 1,830 shares; 2023Q1: 1,847 shares; 2023Q2: 1,845 shares; 2023Q3: 1,843 shares; 2023Q4: 1,831 shares; 2024Q1: 1,786 shares 1,786 $368K 0.06% -45 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,664 shares; 2022Q4: 2,665 shares; 2023Q1: 2,741 shares; 2023Q2: 2,742 shares; 2023Q3: 2,744 shares; 2023Q4: 2,670 shares; 2024Q1: 3,345 shares 3,345 $339K 0.05% +675 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; 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; 2024Q1: 2,540 shares 2,540 $333K 0.05% -580 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; 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; 2024Q1: 3,160 shares 3,160 $314K 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; 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; 2024Q1: 1,608 shares 1,608 $293K 0.05% -84 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,042 shares; 2022Q4: 1,044 shares; 2023Q1: 1,047 shares; 2023Q2: 1,050 shares; 2023Q3: 1,169 shares; 2023Q4: 1,186 shares; 2024Q1: 1,187 shares 1,187 $292K 0.05% +1 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 13,771 shares; 2022Q4: 13,680 shares; 2023Q1: 13,096 shares; 2023Q2: 13,127 shares; 2023Q3: 13,416 shares; 2023Q4: 12,952 shares; 2024Q1: 11,335 shares 11,335 $277K 0.04% -1,617 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,097 shares; 2022Q4: 1,097 shares; 2023Q1: 1,097 shares; 2023Q2: 1,109 shares; 2023Q3: 1,109 shares; 2023Q4: 1,109 shares; 2024Q1: 1,110 shares 1,110 $277K 0.04% +1 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; 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; 2024Q1: 3,549 shares 3,549 $273K 0.04% -33 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,245 shares; 2022Q4: 3,199 shares; 2023Q1: 3,677 shares; 2023Q2: 3,552 shares; 2023Q3: 4,313 shares; 2023Q4: 4,283 shares; 2024Q1: 4,145 shares 4,145 $254K 0.04% -138 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; 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; 2024Q1: 13,619 shares 13,619 $250K 0.04% -30,488 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 17,194 shares; 2023Q3: 17,194 shares; 2023Q4: 17,194 shares; 2024Q1: 17,194 shares 17,194 $242K 0.04% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 923 shares; 2022Q4: 928 shares; 2023Q1: 898 shares; 2023Q2: 888 shares; 2023Q3: 888 shares; 2023Q4: 877 shares; 2024Q1: 855 shares 855 $239K 0.04% -22 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; 2022Q2: restricted; 2022Q3: 772 shares; 2022Q4: 772 shares; 2023Q1: 666 shares; 2023Q2: 666 shares; 2023Q3: 666 shares; 2023Q4: 618 shares; 2024Q1: 591 shares 591 $235K 0.04% -27 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,320 shares; 2022Q4: 5,798 shares; 2023Q1: 6,386 shares; 2023Q2: 6,357 shares; 2023Q3: 6,225 shares; 2023Q4: 5,776 shares; 2024Q1: 5,229 shares 5,229 $227K 0.04% -547 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; 2022Q2: restricted; 2022Q3: 854 shares; 2022Q4: 854 shares; 2023Q1: 854 shares; 2023Q2: 854 shares; 2023Q3: 854 shares; 2023Q4: 854 shares; 2024Q1: 854 shares 854 $213K 0.03% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 2,169 shares 2,169 $210K 0.03% 0 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,406 shares; 2022Q4: 1,408 shares; 2023Q1: 1,363 shares; 2023Q2: 1,368 shares; 2023Q3: 1,354 shares; 2023Q4: 1,305 shares; 2024Q1: 1,132 shares 1,132 $203K 0.03% -173 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,017 shares; 2022Q4: 6,996 shares; 2023Q1: 6,886 shares; 2023Q2: 2,905 shares; 2023Q3: 3,000 shares; 2023Q4: 2,898 shares; 2024Q1: 2,537 shares 2,537 $203K 0.03% -361 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; 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; 2024Q1: 2,328 shares 2,328 $201K 0.03% 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; 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; 2024Q1: 4,950 shares 4,950 $199K 0.03% -709 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 14,724 shares; 2022Q4: 1,991 shares; 2023Q1: 1,991 shares; 2023Q2: 1,991 shares; 2023Q3: 1,991 shares; 2023Q4: 1,991 shares; 2024Q1: 3,747 shares 3,747 $188K 0.03% +1,756 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; 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; 2024Q1: 3,407 shares 3,407 $183K 0.03% +25 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,018 shares; 2022Q4: 867 shares; 2023Q1: 1,363 shares; 2023Q2: 1,237 shares; 2023Q3: 1,229 shares; 2023Q4: 1,225 shares; 2024Q1: 1,180 shares 1,180 $178K 0.03% -45 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 926 shares; 2022Q4: 926 shares; 2023Q1: 757 shares; 2023Q2: 757 shares; 2023Q3: 757 shares; 2023Q4: 654 shares; 2024Q1: 614 shares 614 $177K 0.03% -40 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; 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; 2024Q1: 5,764 shares 5,764 $173K 0.03% -2,347 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,003 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares 1,000 $171K 0.03% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 720 shares; 2022Q4: 720 shares; 2023Q1: 720 shares; 2023Q2: 743 shares; 2023Q3: 720 shares; 2023Q4: 720 shares; 2024Q1: 720 shares 720 $170K 0.03% 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; 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; 2024Q1: 1,384 shares 1,384 $169K 0.03% +114 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 157 shares; 2022Q4: 228 shares; 2023Q1: 220 shares; 2023Q2: 218 shares; 2023Q3: 218 shares; 2023Q4: 216 shares; 2024Q1: 214 shares 214 $157K 0.03% -2 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; 2022Q2: restricted; 2022Q3: 504 shares; 2022Q4: 490 shares; 2023Q1: 469 shares; 2023Q2: 455 shares; 2023Q3: 435 shares; 2023Q4: 413 shares; 2024Q1: 374 shares 374 $156K 0.02% -39 Timeline 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; 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; 2024Q1: 4,000 shares 4,000 $153K 0.02% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,739 shares; 2022Q4: 3,739 shares; 2023Q1: 1,280 shares; 2023Q2: 1,280 shares; 2023Q3: 1,280 shares; 2023Q4: 1,280 shares; 2024Q1: 1,280 shares 1,280 $150K 0.02% 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; 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; 2024Q1: 1,376 shares 1,376 $148K 0.02% -263 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,574 shares 1,574 $148K 0.02% new 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,110 shares; 2024Q1: 5,191 shares 5,191 $142K 0.02% +3,081 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 800 shares; 2022Q4: 800 shares; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares 800 $142K 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; 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; 2024Q1: 2,500 shares 2,500 $142K 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; 2022Q2: restricted; 2022Q3: 508 shares; 2022Q4: 508 shares; 2023Q1: 508 shares; 2023Q2: 508 shares; 2023Q3: 508 shares; 2023Q4: 508 shares; 2024Q1: 508 shares 508 $137K 0.02% 0 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; 2022Q2: restricted; 2022Q3: 986 shares; 2022Q4: 941 shares; 2023Q1: 1,042 shares; 2023Q2: 963 shares; 2023Q3: 735 shares; 2023Q4: 779 shares; 2024Q1: 920 shares 920 $137K 0.02% +141 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 917 shares; 2022Q4: 753 shares; 2023Q1: 753 shares; 2023Q2: 753 shares; 2023Q3: 753 shares; 2023Q4: 753 shares; 2024Q1: 753 shares 753 $132K 0.02% 0 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; 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; 2024Q1: 1,350 shares 1,350 $129K 0.02% 0 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; 2022Q2: restricted; 2022Q3: 405 shares; 2022Q4: 593 shares; 2023Q1: 552 shares; 2023Q2: 544 shares; 2023Q3: 528 shares; 2023Q4: 471 shares; 2024Q1: 400 shares 400 $128K 0.02% -71 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; 2022Q2: restricted; 2022Q3: 890 shares; 2022Q4: 772 shares; 2023Q1: 774 shares; 2023Q2: 776 shares; 2023Q3: 778 shares; 2023Q4: 780 shares; 2024Q1: 782 shares 782 $126K 0.02% +2 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 677 shares; 2022Q4: 677 shares; 2023Q1: 711 shares; 2023Q2: 677 shares; 2023Q3: 677 shares; 2023Q4: 726 shares; 2024Q1: 677 shares 677 $124K 0.02% -49 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; 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; 2024Q1: 2,136 shares 2,136 $123K 0.02% -186 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 327 shares; 2022Q4: 136 shares; 2023Q1: 300 shares; 2023Q2: 288 shares; 2023Q3: 288 shares; 2023Q4: 1,488 shares; 2024Q1: 1,406 shares 1,406 $123K 0.02% -82 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; 2022Q2: restricted; 2022Q3: 654 shares; 2022Q4: 654 shares; 2023Q1: 654 shares; 2023Q2: 654 shares; 2023Q3: 654 shares; 2023Q4: 654 shares; 2024Q1: 654 shares 654 $122K 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; 2022Q2: restricted; 2022Q3: 252 shares; 2022Q4: 252 shares; 2023Q1: 231 shares; 2023Q2: 212 shares; 2023Q3: 212 shares; 2023Q4: 211 shares; 2024Q1: 199 shares 199 $121K 0.02% -12 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,345 shares; 2022Q4: 799 shares; 2023Q1: 841 shares; 2023Q2: 1,084 shares; 2023Q3: 1,085 shares; 2023Q4: 3,196 shares; 2024Q1: 3,113 shares 3,113 $118K 0.02% -83 Timeline 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; 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; 2024Q1: 2,579 shares 2,579 $118K 0.02% 0 TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,801 shares; 2022Q4: 1,555 shares; 2023Q1: 1,600 shares; 2023Q2: 1,847 shares; 2023Q3: 1,847 shares; 2023Q4: 1,842 shares; 2024Q1: 1,670 shares 1,670 $115K 0.02% -172 ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,325 shares; 2022Q4: 2,917 shares; 2023Q1: 4,022 shares; 2023Q2: 3,919 shares; 2023Q3: 3,919 shares; 2023Q4: 3,919 shares; 2024Q1: 3,686 shares 3,686 $113K 0.02% -233 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,656 shares; 2022Q4: 1,660 shares; 2023Q1: 1,663 shares; 2023Q2: 1,647 shares; 2023Q3: 1,650 shares; 2023Q4: 1,654 shares; 2024Q1: 1,588 shares 1,588 $111K 0.02% -66 Timeline 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; 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; 2024Q1: 2,433 shares 2,433 $107K 0.02% -195 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,093 shares 3,093 $105K 0.02% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 444 shares; 2022Q4: 444 shares; 2023Q1: 416 shares; 2023Q2: 440 shares; 2023Q3: 421 shares; 2023Q4: 426 shares; 2024Q1: 401 shares 401 $104K 0.02% -25 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,173 shares; 2022Q4: 1,037 shares; 2023Q1: 1,334 shares; 2023Q2: 1,361 shares; 2023Q3: 1,501 shares; 2023Q4: 1,501 shares; 2024Q1: 1,417 shares 1,417 $104K 0.02% -84 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,348 shares 1,348 $103K 0.02% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 103 shares; 2022Q4: 104 shares; 2023Q1: 96 shares; 2023Q2: 76 shares; 2023Q3: 69 shares; 2023Q4: 69 shares; 2024Q1: 98 shares 98 $99.7K 0.02% +29 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,996 shares; 2022Q4: 1,832 shares; 2023Q1: 1,907 shares; 2023Q2: 2,772 shares; 2023Q3: 2,772 shares; 2023Q4: 2,794 shares; 2024Q1: 2,631 shares 2,631 $98.8K 0.02% -163 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 170 shares; 2022Q4: 150 shares; 2023Q1: 136 shares; 2023Q2: 137 shares; 2023Q3: 144 shares; 2023Q4: 171 shares; 2024Q1: 170 shares 170 $98.8K 0.02% -1 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; 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; 2024Q1: 3,020 shares 3,020 $98.5K 0.02% -248 D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,900 shares; 2022Q4: 1,900 shares; 2023Q1: 1,900 shares; 2023Q2: 1,900 shares; 2023Q3: 1,900 shares; 2023Q4: 1,900 shares; 2024Q1: 2,000 shares 2,000 $98.4K 0.02% +100 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; 2022Q2: restricted; 2022Q3: 799 shares; 2022Q4: 799 shares; 2023Q1: 744 shares; 2023Q2: 727 shares; 2023Q3: 727 shares; 2023Q4: 722 shares; 2024Q1: 673 shares 673 $97.7K 0.02% -49 SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,002 shares; 2022Q4: 1,005 shares; 2023Q1: 1,007 shares; 2023Q2: 1,010 shares; 2023Q3: 1,013 shares; 2023Q4: 1,218 shares; 2024Q1: 1,195 shares 1,195 $97.7K 0.02% -23 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 120,899 shares; 2022Q4: 65,712 shares; 2023Q1: 2,041 shares; 2023Q2: 2,079 shares; 2023Q3: 2,053 shares; 2023Q4: 2,112 shares; 2024Q1: 2,181 shares 2,181 $96.3K 0.02% +69 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 60 shares; 2022Q4: 80 shares; 2023Q1: 155 shares; 2023Q2: 300 shares; 2023Q3: 1,670 shares; 2023Q4: 1,817 shares; 2024Q1: 1,735 shares 1,735 $94.2K 0.02% -82 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 162 shares; 2022Q4: 167 shares; 2023Q1: 156 shares; 2023Q2: 156 shares; 2023Q3: 156 shares; 2023Q4: 158 shares; 2024Q1: 148 shares 148 $92.7K 0.01% -10 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,465 shares 1,465 $92.5K 0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,639 shares; 2022Q4: 1,592 shares; 2023Q1: 1,592 shares; 2023Q2: 1,631 shares; 2023Q3: 1,631 shares; 2023Q4: 2,035 shares; 2024Q1: 1,688 shares 1,688 $91.5K 0.01% -347 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 435 shares; 2022Q4: 426 shares; 2023Q1: 404 shares; 2023Q2: 401 shares; 2023Q3: 430 shares; 2023Q4: 431 shares; 2024Q1: 420 shares 420 $90.6K 0.01% -11 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 952 shares; 2023Q3: 952 shares; 2023Q4: 951 shares; 2024Q1: 888 shares 888 $89.6K 0.01% -63 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,668 shares; 2024Q1: 4,321 shares 4,321 $89.4K 0.01% +653 Timeline SABS SAB BIOTHERAPEUTICS INC More: the full row for SAB BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 19,201 shares 19,201 $87.2K 0.01% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 403 shares; 2022Q4: 401 shares; 2023Q1: 380 shares; 2023Q2: 356 shares; 2023Q3: 345 shares; 2023Q4: 346 shares; 2024Q1: 277 shares 277 $86.6K 0.01% -69 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 535 shares; 2022Q4: 539 shares; 2023Q1: 543 shares; 2023Q2: 547 shares; 2023Q3: 551 shares; 2023Q4: 554 shares; 2024Q1: 557 shares 557 $82.9K 0.01% +3 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 592 shares; 2022Q4: 498 shares; 2023Q1: 527 shares; 2023Q2: 847 shares; 2023Q3: 847 shares; 2023Q4: 846 shares; 2024Q1: 788 shares 788 $80.6K 0.01% -58 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; 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; 2024Q1: 1,174 shares 1,174 $77.3K 0.01% 0 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 80 shares; 2022Q4: 80 shares; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 566 shares 566 $76.3K 0.01% +486 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; 2022Q2: restricted; 2022Q3: 56 shares; 2022Q4: 65 shares; 2023Q1: 61 shares; 2023Q2: 75 shares; 2023Q3: 73 shares; 2023Q4: 78 shares; 2024Q1: 77 shares 77 $74.7K 0.01% -1 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 152 shares; 2022Q4: 122 shares; 2023Q1: 146 shares; 2023Q2: 144 shares; 2023Q3: 144 shares; 2023Q4: 146 shares; 2024Q1: 148 shares 148 $74.7K 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; 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; 2024Q1: 1,319 shares 1,319 $74.4K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 276 shares; 2022Q4: 269 shares; 2023Q1: 269 shares; 2023Q2: 526 shares; 2023Q3: 624 shares; 2023Q4: 684 shares; 2024Q1: 729 shares 729 $73.9K 0.01% +45 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; 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; 2024Q1: 1,504 shares 1,504 $70.7K 0.01% -68 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 1,571 shares 1,571 $70.2K 0.01% +93 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 887 shares 887 $70.2K 0.01% new 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; 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; 2024Q1: 1,196 shares 1,196 $70K 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; 2022Q2: restricted; 2022Q3: 366 shares; 2022Q4: 291 shares; 2023Q1: 221 shares; 2023Q2: 274 shares; 2023Q3: 262 shares; 2023Q4: 248 shares; 2024Q1: 231 shares 231 $69.6K 0.01% -17 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 792 shares; 2022Q4: 792 shares; 2023Q1: 792 shares; 2023Q2: 766 shares; 2023Q3: 766 shares; 2023Q4: 766 shares; 2024Q1: 766 shares 766 $69K 0.01% 0 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; 2022Q2: restricted; 2022Q3: 519 shares; 2022Q4: 453 shares; 2023Q1: 646 shares; 2023Q2: 598 shares; 2023Q3: 598 shares; 2023Q4: 619 shares; 2024Q1: 577 shares 577 $68.9K 0.01% -42 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,810 shares 2,810 $68.8K 0.01% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 13 shares; 2022Q4: 47,140 shares; 2023Q1: 4,862 shares; 2023Q2: 2,211 shares; 2023Q3: 2,208 shares; 2023Q4: 1,474 shares; 2024Q1: 620 shares 620 $68.5K 0.01% -854 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; 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; 2024Q1: 1,829 shares 1,829 $68.1K 0.01% 0 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; 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; 2024Q1: 1,124 shares 1,124 $65.3K 0.01% 0 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; 2022Q2: restricted; 2022Q3: 152 shares; 2022Q4: 164 shares; 2023Q1: 152 shares; 2023Q2: 164 shares; 2023Q3: 180 shares; 2023Q4: 181 shares; 2024Q1: 180 shares 180 $62.5K 0.01% -1 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; 2022Q2: restricted; 2022Q3: 345 shares; 2022Q4: 345 shares; 2023Q1: 345 shares; 2023Q2: 279 shares; 2023Q3: 279 shares; 2023Q4: 329 shares; 2024Q1: 346 shares 346 $62.5K 0.01% +17 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; 2022Q2: restricted; 2022Q3: 955 shares; 2022Q4: 664 shares; 2023Q1: 893 shares; 2023Q2: 1,001 shares; 2023Q3: 1,001 shares; 2023Q4: 920 shares; 2024Q1: 929 shares 929 $62.2K 0.01% +9 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 594 shares; 2022Q4: 466 shares; 2023Q1: 466 shares; 2023Q2: 619 shares; 2023Q3: 619 shares; 2023Q4: 691 shares; 2024Q1: 682 shares 682 $57.7K 0.01% -9 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; 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; 2024Q1: 880 shares 880 $57.5K 0.01% -216 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 251 shares; 2022Q4: 251 shares; 2023Q1: 251 shares; 2023Q2: 251 shares; 2023Q3: 251 shares; 2023Q4: 251 shares; 2024Q1: 251 shares 251 $57.3K 0.01% 0 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; 2022Q2: restricted; 2022Q3: 989 shares; 2022Q4: 864 shares; 2023Q1: 1,544 shares; 2023Q2: 1,564 shares; 2023Q3: 1,564 shares; 2023Q4: 991 shares; 2024Q1: 509 shares 509 $57K 0.01% -482 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 326 shares; 2022Q4: 328 shares; 2023Q1: 360 shares; 2023Q2: 369 shares; 2023Q3: 761 shares; 2023Q4: 762 shares; 2024Q1: 783 shares 783 $56.3K 0.01% +21 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 360 shares; 2022Q4: 283 shares; 2023Q1: 237 shares; 2023Q2: 221 shares; 2023Q3: 199 shares; 2023Q4: 197 shares; 2024Q1: 197 shares 197 $56K 0.01% 0 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; 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; 2024Q1: 4,680 shares 4,680 $55.3K 0.01% +43 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; 2022Q2: restricted; 2022Q3: 540 shares; 2022Q4: 542 shares; 2023Q1: 543 shares; 2023Q2: 545 shares; 2023Q3: 546 shares; 2023Q4: 547 shares; 2024Q1: 548 shares 548 $55.2K 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; 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; 2024Q1: 1,246 shares 1,246 $54.1K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 57 shares; 2022Q4: 57 shares; 2023Q1: 57 shares; 2023Q2: 57 shares; 2023Q3: 61 shares; 2023Q4: 128 shares; 2024Q1: 128 shares 128 $52.7K 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; 2022Q2: restricted; 2022Q3: 203 shares; 2022Q4: 204 shares; 2023Q1: 252 shares; 2023Q2: 128 shares; 2023Q3: 128 shares; 2023Q4: 128 shares; 2024Q1: 135 shares 135 $51.7K 0.01% +7 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 194 shares; 2022Q4: 250 shares; 2023Q1: 236 shares; 2023Q2: 323 shares; 2023Q3: 323 shares; 2023Q4: 332 shares; 2024Q1: 313 shares 313 $51.6K 0.01% -19 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 955 shares; 2022Q4: 973 shares; 2023Q1: 991 shares; 2023Q2: 1,013 shares; 2023Q3: 1,034 shares; 2023Q4: 1,056 shares; 2024Q1: 1,077 shares 1,077 $51.1K 0.01% +21 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 1,355 shares 1,355 $51.1K 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; 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; 2024Q1: 4,820 shares 4,820 $50.4K 0.01% +633 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 109 shares; 2022Q4: 120 shares; 2023Q1: 128 shares; 2023Q2: 126 shares; 2023Q3: 126 shares; 2023Q4: 141 shares; 2024Q1: 140 shares 140 $50.1K 0.01% -1 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,039 shares; 2022Q4: 1,039 shares; 2023Q1: 1,039 shares; 2023Q2: 1,039 shares; 2023Q3: 1,039 shares; 2023Q4: 1,039 shares; 2024Q1: 1,039 shares 1,039 $49.3K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 17 shares; 2023Q3: not reported; 2023Q4: 12,899 shares; 2024Q1: 815 shares 815 $47.8K 0.01% -12,084 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,029 shares; 2022Q4: 865 shares; 2023Q1: 913 shares; 2023Q2: 1,463 shares; 2023Q3: 1,463 shares; 2023Q4: 843 shares; 2024Q1: 787 shares 787 $47.5K 0.01% -56 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,255 shares; 2022Q4: 1,115 shares; 2023Q1: 1,115 shares; 2023Q2: 1,115 shares; 2023Q3: 1,115 shares; 2023Q4: 1,115 shares; 2024Q1: 1,115 shares 1,115 $46.6K 0.01% 0 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; 2022Q2: restricted; 2022Q3: 153 shares; 2022Q4: 160 shares; 2023Q1: 159 shares; 2023Q2: 181 shares; 2023Q3: 181 shares; 2023Q4: 179 shares; 2024Q1: 170 shares 170 $46.1K 0.01% -9 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 181 shares; 2022Q4: 181 shares; 2023Q1: 181 shares; 2023Q2: 181 shares; 2023Q3: 181 shares; 2023Q4: 181 shares; 2024Q1: 181 shares 181 $45.8K 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; 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; 2024Q1: 1,278 shares 1,278 $45.1K 0.01% +18 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; 2022Q2: restricted; 2022Q3: 129 shares; 2022Q4: 145 shares; 2023Q1: 163 shares; 2023Q2: 166 shares; 2023Q3: 166 shares; 2023Q4: 171 shares; 2024Q1: 161 shares 161 $43.9K 0.01% -10 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 317 shares; 2022Q4: 317 shares; 2023Q1: 317 shares; 2023Q2: 317 shares; 2023Q3: 317 shares; 2023Q4: 317 shares; 2024Q1: 317 shares 317 $43.5K 0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 136 shares; 2022Q4: 136 shares; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 655 shares; 2024Q1: 312 shares 312 $43.3K 0.01% -343 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 630 shares; 2022Q4: 630 shares; 2023Q1: 786 shares; 2023Q2: 645 shares; 2023Q3: 645 shares; 2023Q4: 645 shares; 2024Q1: 645 shares 645 $43.2K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 166 shares; 2022Q4: 295 shares; 2023Q1: 263 shares; 2023Q2: 265 shares; 2023Q3: 265 shares; 2023Q4: 284 shares; 2024Q1: 266 shares 266 $43K 0.01% -18 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 30 shares; 2023Q4: 51 shares; 2024Q1: 56 shares 56 $42.7K 0.01% +5 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 341 shares; 2023Q3: 341 shares; 2023Q4: 470 shares; 2024Q1: 437 shares 437 $42.4K 0.01% -33 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,316 shares; 2024Q1: 1,223 shares 1,223 $41.9K 0.01% -93 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 483 shares; 2022Q4: 483 shares; 2023Q1: 483 shares; 2023Q2: 483 shares; 2023Q3: 483 shares; 2023Q4: 483 shares; 2024Q1: 483 shares 483 $41.5K 0.01% 0 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; 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; 2024Q1: 3,089 shares 3,089 $41K 0.01% +336 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,716 shares; 2022Q4: 3,716 shares; 2023Q1: 3,707 shares; 2023Q2: 3,704 shares; 2023Q3: 3,704 shares; 2023Q4: 3,704 shares; 2024Q1: 102 shares 102 $40.7K 0.01% -3,602 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 419 shares; 2022Q4: 387 shares; 2023Q1: 310 shares; 2023Q2: 286 shares; 2023Q3: 242 shares; 2023Q4: 242 shares; 2024Q1: 240 shares 240 $40.6K 0.01% -2 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,075 shares; 2022Q4: 937 shares; 2023Q1: 1,391 shares; 2023Q2: 1,131 shares; 2023Q3: 1,131 shares; 2023Q4: 1,131 shares; 2024Q1: 1,052 shares 1,052 $40.4K 0.01% -79 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; 2022Q2: restricted; 2022Q3: 124 shares; 2022Q4: 124 shares; 2023Q1: 112 shares; 2023Q2: 109 shares; 2023Q3: 103 shares; 2023Q4: 103 shares; 2024Q1: 94 shares 94 $40K 0.01% -9 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; 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; 2024Q1: 877 shares 877 $39.8K 0.01% -590 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 176 shares; 2022Q4: 174 shares; 2023Q1: 174 shares; 2023Q2: 174 shares; 2023Q3: 185 shares; 2023Q4: 171 shares; 2024Q1: 171 shares 171 $39.4K 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 162 shares; 2023Q1: 203 shares; 2023Q2: 202 shares; 2023Q3: 190 shares; 2023Q4: 190 shares; 2024Q1: 189 shares 189 $38.9K 0.01% -1 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 745 shares; 2022Q4: 710 shares; 2023Q1: 694 shares; 2023Q2: 678 shares; 2023Q3: 678 shares; 2023Q4: 679 shares; 2024Q1: 674 shares 674 $38.9K 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; 2022Q2: restricted; 2022Q3: 685 shares; 2022Q4: 694 shares; 2023Q1: 699 shares; 2023Q2: 706 shares; 2023Q3: 713 shares; 2023Q4: 724 shares; 2024Q1: 729 shares 729 $38.1K 0.01% +5 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 366 shares 366 $37.2K 0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 66 shares; 2022Q4: 47 shares; 2023Q1: 42 shares; 2023Q2: 41 shares; 2023Q3: 44 shares; 2023Q4: 44 shares; 2024Q1: 45 shares 45 $37.1K 0.01% +1 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 3,093 shares 3,093 $36.9K 0.01% -110 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; 2022Q2: restricted; 2022Q3: 451 shares; 2022Q4: 464 shares; 2023Q1: 846 shares; 2023Q2: 758 shares; 2023Q3: 625 shares; 2023Q4: 625 shares; 2024Q1: 622 shares 622 $36.9K 0.01% -3 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; 2022Q2: restricted; 2022Q3: 156 shares; 2022Q4: 142 shares; 2023Q1: 137 shares; 2023Q2: 148 shares; 2023Q3: 198 shares; 2023Q4: 212 shares; 2024Q1: 224 shares 224 $36.6K 0.01% +12 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 260 shares 260 $36.5K 0.01% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 180 shares; 2022Q4: 180 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 180 shares; 2023Q4: 180 shares; 2024Q1: 180 shares 180 $35.7K 0.01% 0 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; 2022Q2: restricted; 2022Q3: 654 shares; 2022Q4: 648 shares; 2023Q1: 603 shares; 2023Q2: 525 shares; 2023Q3: 456 shares; 2023Q4: 452 shares; 2024Q1: 456 shares 456 $35.6K 0.01% +4 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 967 shares; 2022Q4: 976 shares; 2023Q1: 638 shares; 2023Q2: 542 shares; 2023Q3: 542 shares; 2023Q4: 409 shares; 2024Q1: 383 shares 383 $35.6K 0.01% -26 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 14,147 shares; 2022Q4: 9,525 shares; 2023Q1: 13,526 shares; 2023Q2: 14,389 shares; 2023Q3: 146 shares; 2023Q4: 233 shares; 2024Q1: 230 shares 230 $35.5K 0.01% -3 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 9,446 shares; 2022Q4: 8,538 shares; 2023Q1: 137 shares; 2023Q2: 156 shares; 2023Q3: 156 shares; 2023Q4: not reported; 2024Q1: 886 shares 886 $35.2K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 44 shares; 2023Q3: 47 shares; 2023Q4: 47 shares; 2024Q1: 54 shares 54 $35.1K 0.01% +7 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 431 shares; 2022Q4: 431 shares; 2023Q1: 448 shares; 2023Q2: 437 shares; 2023Q3: 422 shares; 2023Q4: 422 shares; 2024Q1: 421 shares 421 $35.1K 0.01% -1 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; 2022Q2: restricted; 2022Q3: 457 shares; 2022Q4: 457 shares; 2023Q1: 457 shares; 2023Q2: 457 shares; 2023Q3: 457 shares; 2023Q4: 457 shares; 2024Q1: 457 shares 457 $35K 0.01% 0 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 772 shares 772 $34.9K 0.01% new Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,672 shares 1,672 $34.7K 0.01% new 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; 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; 2024Q1: 3,000 shares 3,000 $34K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 51 shares; 2024Q1: 49 shares 49 $33.7K 0.01% -2 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 35 shares; 2022Q4: 35 shares; 2023Q1: 35 shares; 2023Q2: 799 shares; 2023Q3: 932 shares; 2023Q4: 957 shares; 2024Q1: 963 shares 963 $33.4K 0.01% +6 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 317 shares; 2022Q4: 317 shares; 2023Q1: 317 shares; 2023Q2: 319 shares; 2023Q3: 319 shares; 2023Q4: 321 shares; 2024Q1: 321 shares 321 $33.3K 0.01% 0 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; 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; 2024Q1: 2,150 shares 2,150 $33.2K 0.01% -2,700 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 119 shares; 2022Q4: 119 shares; 2023Q1: 116 shares; 2023Q2: 113 shares; 2023Q3: 113 shares; 2023Q4: 114 shares; 2024Q1: 118 shares 118 $32.2K 0.01% +4 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 369 shares; 2023Q2: 340 shares; 2023Q3: 340 shares; 2023Q4: 352 shares; 2024Q1: 327 shares 327 $32.2K 0.01% -25 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 268 shares; 2023Q2: 248 shares; 2023Q3: 248 shares; 2023Q4: 257 shares; 2024Q1: 238 shares 238 $31.3K 0.01% -19 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 12 shares; 2022Q4: 12 shares; 2023Q1: 12 shares; 2023Q2: 12 shares; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 245 shares 245 $31.2K <0.01% +233 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 352 shares; 2024Q1: 351 shares 351 $31.1K <0.01% -1 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 494 shares 494 $30.7K <0.01% new 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; 2022Q2: restricted; 2022Q3: 786 shares; 2022Q4: 774 shares; 2023Q1: 736 shares; 2023Q2: 729 shares; 2023Q3: 729 shares; 2023Q4: 729 shares; 2024Q1: 691 shares 691 $30K <0.01% -38 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 78 shares; 2022Q4: 77 shares; 2023Q1: 77 shares; 2023Q2: 177 shares; 2023Q3: 177 shares; 2023Q4: 118 shares; 2024Q1: 118 shares 118 $29.5K <0.01% 0 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; 2022Q2: restricted; 2022Q3: 711 shares; 2022Q4: 718 shares; 2023Q1: 725 shares; 2023Q2: 734 shares; 2023Q3: 742 shares; 2023Q4: 753 shares; 2024Q1: 760 shares 760 $29.2K <0.01% +7 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 94 shares; 2022Q4: 66 shares; 2023Q1: 71 shares; 2023Q2: 55 shares; 2023Q3: 55 shares; 2023Q4: 55 shares; 2024Q1: 55 shares 55 $28.8K <0.01% 0 Timeline 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; 2022Q2: restricted; 2022Q3: 243 shares; 2022Q4: 239 shares; 2023Q1: 234 shares; 2023Q2: 234 shares; 2023Q3: 217 shares; 2023Q4: 209 shares; 2024Q1: 197 shares 197 $28.5K <0.01% -12 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; 2022Q2: restricted; 2022Q3: 129 shares; 2022Q4: 129 shares; 2023Q1: 202 shares; 2023Q2: 248 shares; 2023Q3: 248 shares; 2023Q4: 252 shares; 2024Q1: 242 shares 242 $28.5K <0.01% -10 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; 2022Q2: restricted; 2022Q3: 151 shares; 2022Q4: 151 shares; 2023Q1: 154 shares; 2023Q2: 157 shares; 2023Q3: 157 shares; 2023Q4: 157 shares; 2024Q1: 159 shares 159 $28.3K <0.01% +2 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 163 shares; 2022Q4: 163 shares; 2023Q1: 163 shares; 2023Q2: 169 shares; 2023Q3: 169 shares; 2023Q4: 170 shares; 2024Q1: 176 shares 176 $28.1K <0.01% +6 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; 2022Q2: restricted; 2022Q3: 600 shares; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares 600 $27.9K <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; 2022Q2: restricted; 2022Q3: 347 shares; 2022Q4: 376 shares; 2023Q1: 376 shares; 2023Q2: 366 shares; 2023Q3: 154 shares; 2023Q4: 154 shares; 2024Q1: 346 shares 346 $27.6K <0.01% +192 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 105 shares; 2022Q4: 83 shares; 2023Q1: 72 shares; 2023Q2: 73 shares; 2023Q3: 73 shares; 2023Q4: 82 shares; 2024Q1: 74 shares 74 $26.7K <0.01% -8 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; 2022Q2: restricted; 2022Q3: 457 shares; 2022Q4: 457 shares; 2023Q1: 457 shares; 2023Q2: 457 shares; 2023Q3: 457 shares; 2023Q4: 457 shares; 2024Q1: 457 shares 457 $26.5K <0.01% 0 Timeline 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; 2022Q2: restricted; 2022Q3: 279 shares; 2022Q4: 279 shares; 2023Q1: 279 shares; 2023Q2: 279 shares; 2023Q3: 280 shares; 2023Q4: 275 shares; 2024Q1: 235 shares 235 $26.4K <0.01% -40 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 525 shares; 2022Q4: 525 shares; 2023Q1: 505 shares; 2023Q2: 548 shares; 2023Q3: 548 shares; 2023Q4: 550 shares; 2024Q1: 373 shares 373 $26K <0.01% -177 Timeline ENVIROTECH VEHICLES INC ENVIROTECH VEHICLES INC More: the full row for ENVIROTECH VEHICLES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,500 shares 9,500 $25.6K <0.01% new 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; 2022Q2: restricted; 2022Q3: 164 shares; 2022Q4: 164 shares; 2023Q1: 164 shares; 2023Q2: 164 shares; 2023Q3: 164 shares; 2023Q4: 164 shares; 2024Q1: 164 shares 164 $25.6K <0.01% 0 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; 2022Q2: restricted; 2022Q3: 436 shares; 2022Q4: 436 shares; 2023Q1: 373 shares; 2023Q2: 339 shares; 2023Q3: 339 shares; 2023Q4: 332 shares; 2024Q1: 304 shares 304 $25.5K <0.01% -28 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares 300 $25.3K <0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2 shares; 2022Q4: 2 shares; 2023Q1: 2 shares; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 34 shares; 2024Q1: 67 shares 67 $24K <0.01% +33 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; 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; 2024Q1: 4,449 shares 4,449 $23.9K <0.01% 0 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; 2022Q2: restricted; 2022Q3: 171 shares; 2022Q4: 134 shares; 2023Q1: 117 shares; 2023Q2: 131 shares; 2023Q3: 137 shares; 2023Q4: 139 shares; 2024Q1: 91 shares 91 $23.9K <0.01% -48 EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,434 shares; 2022Q4: 20,618 shares; 2023Q1: 5,224 shares; 2023Q2: 2,843 shares; 2023Q3: 2,843 shares; 2023Q4: 2,843 shares; 2024Q1: 580 shares 580 $23.8K <0.01% -2,263 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 141 shares; 2023Q1: 131 shares; 2023Q2: 128 shares; 2023Q3: 128 shares; 2023Q4: 120 shares; 2024Q1: 120 shares 120 $23.4K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 249 shares; 2023Q2: 249 shares; 2023Q3: 253 shares; 2023Q4: 257 shares; 2024Q1: 257 shares 257 $23.4K <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; 2022Q2: restricted; 2022Q3: 1,975 shares; 2022Q4: 726 shares; 2023Q1: 733 shares; 2023Q2: 740 shares; 2023Q3: 746 shares; 2023Q4: 754 shares; 2024Q1: 760 shares 760 $23K <0.01% +6 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; 2022Q2: restricted; 2022Q3: 290 shares; 2022Q4: 290 shares; 2023Q1: 263 shares; 2023Q2: 257 shares; 2023Q3: 257 shares; 2023Q4: 287 shares; 2024Q1: 287 shares 287 $22.9K <0.01% 0 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; 2022Q2: restricted; 2022Q3: 450 shares; 2022Q4: 450 shares; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares 450 $22.7K <0.01% 0 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; 2022Q2: restricted; 2022Q3: 273 shares; 2022Q4: 273 shares; 2023Q1: 273 shares; 2023Q2: 273 shares; 2023Q3: 273 shares; 2023Q4: 273 shares; 2024Q1: 273 shares 273 $21.9K <0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 256 shares; 2022Q4: 256 shares; 2023Q1: 256 shares; 2023Q2: 256 shares; 2023Q3: 256 shares; 2023Q4: 256 shares; 2024Q1: 256 shares 256 $21.5K <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; 2022Q2: restricted; 2022Q3: 334 shares; 2022Q4: 505 shares; 2023Q1: 505 shares; 2023Q2: 469 shares; 2023Q3: 600 shares; 2023Q4: 643 shares; 2024Q1: 640 shares 640 $21.4K <0.01% -3 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 263 shares; 2023Q2: 265 shares; 2023Q3: 263 shares; 2023Q4: 263 shares; 2024Q1: 263 shares 263 $21.2K <0.01% 0 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; 2022Q2: restricted; 2022Q3: 598 shares; 2022Q4: 590 shares; 2023Q1: 590 shares; 2023Q2: 567 shares; 2023Q3: 567 shares; 2023Q4: 572 shares; 2024Q1: 572 shares 572 $21.1K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 2,481 shares 2,481 $21.1K <0.01% +556 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; 2022Q2: restricted; 2022Q3: 16 shares; 2022Q4: 19 shares; 2023Q1: 19 shares; 2023Q2: 19 shares; 2023Q3: 16 shares; 2023Q4: 16 shares; 2024Q1: 62 shares 62 $20.8K <0.01% +46 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 285 shares; 2023Q2: 316 shares; 2023Q3: 308 shares; 2023Q4: 426 shares; 2024Q1: 426 shares 426 $20.7K <0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 390 shares; 2022Q4: 392 shares; 2023Q1: 372 shares; 2023Q2: 365 shares; 2023Q3: 365 shares; 2023Q4: 361 shares; 2024Q1: 341 shares 341 $20.3K <0.01% -20 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 159 shares; 2022Q4: 159 shares; 2023Q1: 159 shares; 2023Q2: 148 shares; 2023Q3: 148 shares; 2023Q4: 122 shares; 2024Q1: 108 shares 108 $20K <0.01% -14 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; 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; 2024Q1: 12,778 shares 12,778 $19.9K <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; 2022Q2: restricted; 2022Q3: 122 shares; 2022Q4: 122 shares; 2023Q1: 119 shares; 2023Q2: 117 shares; 2023Q3: 117 shares; 2023Q4: 120 shares; 2024Q1: 114 shares 114 $19.5K <0.01% -6 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; 2022Q2: restricted; 2022Q3: 227 shares; 2022Q4: 166 shares; 2023Q1: 166 shares; 2023Q2: 173 shares; 2023Q3: 132 shares; 2023Q4: 132 shares; 2024Q1: 132 shares 132 $19.5K <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; 2022Q2: restricted; 2022Q3: 136 shares; 2022Q4: 128 shares; 2023Q1: 158 shares; 2023Q2: 158 shares; 2023Q3: 158 shares; 2023Q4: 172 shares; 2024Q1: 142 shares 142 $19.3K <0.01% -30 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; 2022Q2: restricted; 2022Q3: 72 shares; 2022Q4: 70 shares; 2023Q1: 65 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: 46 shares; 2024Q1: 46 shares 46 $19.3K <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 167 shares; 2022Q4: 167 shares; 2023Q1: 167 shares; 2023Q2: 167 shares; 2023Q3: 167 shares; 2023Q4: 167 shares; 2024Q1: 167 shares 167 $19.1K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 70 shares; 2022Q4: 70 shares; 2023Q1: 70 shares; 2023Q2: 70 shares; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares 70 $19K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 183 shares; 2023Q3: 183 shares; 2023Q4: 189 shares; 2024Q1: 211 shares 211 $18.6K <0.01% +22 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; 2022Q2: restricted; 2022Q3: 115 shares; 2022Q4: 86 shares; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 97 shares; 2023Q4: 94 shares; 2024Q1: 94 shares 94 $18.6K <0.01% 0 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 305 shares; 2022Q4: 306 shares; 2023Q1: 304 shares; 2023Q2: 299 shares; 2023Q3: 299 shares; 2023Q4: 290 shares; 2024Q1: 269 shares 269 $18.5K <0.01% -21 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 966 shares; 2022Q4: 955 shares; 2023Q1: 918 shares; 2023Q2: 682 shares; 2023Q3: 682 shares; 2023Q4: 750 shares; 2024Q1: 1,013 shares 1,013 $18.2K <0.01% +263 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; 2022Q2: restricted; 2022Q3: 105 shares; 2022Q4: 105 shares; 2023Q1: 105 shares; 2023Q2: 105 shares; 2023Q3: 321 shares; 2023Q4: 335 shares; 2024Q1: 383 shares 383 $18.1K <0.01% +48 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 87 shares; 2022Q4: 99 shares; 2023Q1: 99 shares; 2023Q2: 99 shares; 2023Q3: 99 shares; 2023Q4: 104 shares; 2024Q1: 73 shares 73 $18.1K <0.01% -31 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; 2022Q2: restricted; 2022Q3: 136 shares; 2022Q4: 136 shares; 2023Q1: 136 shares; 2023Q2: 136 shares; 2023Q3: 136 shares; 2023Q4: 136 shares; 2024Q1: 136 shares 136 $17.9K <0.01% 0 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; 2022Q2: restricted; 2022Q3: 450 shares; 2022Q4: 451 shares; 2023Q1: 453 shares; 2023Q2: 454 shares; 2023Q3: 455 shares; 2023Q4: 457 shares; 2024Q1: 459 shares 459 $17.9K <0.01% +2 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 797 shares; 2022Q4: 804 shares; 2023Q1: 648 shares; 2023Q2: 546 shares; 2023Q3: 546 shares; 2023Q4: 480 shares; 2024Q1: 476 shares 476 $17.6K <0.01% -4 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; 2022Q2: restricted; 2022Q3: 655 shares; 2022Q4: 655 shares; 2023Q1: 445 shares; 2023Q2: 408 shares; 2023Q3: 344 shares; 2023Q4: 344 shares; 2024Q1: 344 shares 344 $17.6K <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; 2022Q2: restricted; 2022Q3: 399 shares; 2022Q4: 453 shares; 2023Q1: 587 shares; 2023Q2: 595 shares; 2023Q3: 595 shares; 2023Q4: 678 shares; 2024Q1: 642 shares 642 $17.3K <0.01% -36 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 50 shares; 2024Q1: 50 shares 50 $17.2K <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; 2022Q2: restricted; 2022Q3: 737 shares; 2022Q4: 723 shares; 2023Q1: 700 shares; 2023Q2: 694 shares; 2023Q3: 694 shares; 2023Q4: 613 shares; 2024Q1: 572 shares 572 $16.9K <0.01% -41 SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 228 shares; 2022Q4: 229 shares; 2023Q1: 229 shares; 2023Q2: 230 shares; 2023Q3: 231 shares; 2023Q4: 232 shares; 2024Q1: 307 shares 307 $16.9K <0.01% +75 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 259 shares; 2022Q4: 259 shares; 2023Q1: 259 shares; 2023Q2: 262 shares; 2023Q3: 259 shares; 2023Q4: 259 shares; 2024Q1: 195 shares 195 $16.8K <0.01% -64 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 90 shares; 2022Q4: 90 shares; 2023Q1: 90 shares; 2023Q2: 114 shares; 2023Q3: 139 shares; 2023Q4: 109 shares; 2024Q1: 98 shares 98 $16.6K <0.01% -11 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; 2022Q2: restricted; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 457 shares 457 $16.4K <0.01% +57 SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 176 shares; 2022Q4: 176 shares; 2023Q1: 226 shares; 2023Q2: 226 shares; 2023Q3: 226 shares; 2023Q4: 226 shares; 2024Q1: 226 shares 226 $16.3K <0.01% 0 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; 2022Q2: restricted; 2022Q3: 862 shares; 2022Q4: 551 shares; 2023Q1: 487 shares; 2023Q2: 461 shares; 2023Q3: 269 shares; 2023Q4: 269 shares; 2024Q1: 230 shares 230 $15.7K <0.01% -39 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; 2022Q2: restricted; 2022Q3: 735 shares; 2022Q4: 735 shares; 2023Q1: 735 shares; 2023Q2: 646 shares; 2023Q3: 631 shares; 2023Q4: 675 shares; 2024Q1: 696 shares 696 $15.6K <0.01% +21 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 375 shares; 2022Q4: 390 shares; 2023Q1: 380 shares; 2023Q2: 380 shares; 2023Q3: 416 shares; 2023Q4: 422 shares; 2024Q1: 422 shares 422 $15.3K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 771 shares; 2023Q3: 1,286 shares; 2023Q4: 1,286 shares; 2024Q1: 1,286 shares 1,286 $15.2K <0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 54 shares; 2022Q4: 54 shares; 2023Q1: 54 shares; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 102 shares 102 $15.1K <0.01% +60 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,850 shares; 2023Q2: 1,922 shares; 2023Q3: 1,978 shares; 2023Q4: 2,054 shares; 2024Q1: 2,103 shares 2,103 $15.1K <0.01% +49 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; 2022Q2: restricted; 2022Q3: 78 shares; 2022Q4: 78 shares; 2023Q1: 76 shares; 2023Q2: 72 shares; 2023Q3: 72 shares; 2023Q4: 75 shares; 2024Q1: 99 shares 99 $15.1K <0.01% +24 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 108 shares; 2023Q4: 184 shares; 2024Q1: 173 shares 173 $14.9K <0.01% -11 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 43 shares 43 $14.9K <0.01% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 82 shares; 2022Q4: 90 shares; 2023Q1: 92 shares; 2023Q2: 92 shares; 2023Q3: 92 shares; 2023Q4: 93 shares; 2024Q1: 93 shares 93 $14.8K <0.01% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 205 shares; 2023Q3: 144 shares; 2023Q4: 154 shares; 2024Q1: 208 shares 208 $14.7K <0.01% +54 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; 2022Q2: restricted; 2022Q3: 385 shares; 2022Q4: 475 shares; 2023Q1: 886 shares; 2023Q2: 1,190 shares; 2023Q3: 1,190 shares; 2023Q4: 1,382 shares; 2024Q1: 1,382 shares 1,382 $14.7K <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; 2022Q2: restricted; 2022Q3: 855 shares; 2022Q4: 855 shares; 2023Q1: 855 shares; 2023Q2: 855 shares; 2023Q3: 855 shares; 2023Q4: 855 shares; 2024Q1: 855 shares 855 $14.3K <0.01% 0 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; 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; 2024Q1: 5,961 shares 5,961 $14.1K <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; 2022Q2: restricted; 2022Q3: 401 shares; 2022Q4: 251 shares; 2023Q1: 251 shares; 2023Q2: 256 shares; 2023Q3: 215 shares; 2023Q4: 215 shares; 2024Q1: 215 shares 215 $14.1K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 129 shares; 2023Q4: 502 shares; 2024Q1: 491 shares 491 $14.1K <0.01% -11 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $13.9K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 62 shares 62 $13.6K <0.01% new Timeline 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 128,270 shares; 2023Q2: 128,986 shares; 2023Q3: 130,655 shares; 2023Q4: 19,793 shares; 2024Q1: 366 shares 366 $13.6K <0.01% -19,427 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 186 shares; 2024Q1: 186 shares 186 $13.5K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 825 shares; 2022Q4: 825 shares; 2023Q1: 825 shares; 2023Q2: 825 shares; 2023Q3: 825 shares; 2023Q4: 825 shares; 2024Q1: 825 shares 825 $13.5K <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; 2022Q2: restricted; 2022Q3: 67 shares; 2022Q4: 76 shares; 2023Q1: 31 shares; 2023Q2: 31 shares; 2023Q3: 31 shares; 2023Q4: 31 shares; 2024Q1: 31 shares 31 $13.4K <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; 2022Q2: restricted; 2022Q3: 248 shares; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $13.4K <0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 78 shares; 2022Q4: 65 shares; 2023Q1: 65 shares; 2023Q2: 65 shares; 2023Q3: 65 shares; 2023Q4: 65 shares; 2024Q1: 65 shares 65 $13.3K <0.01% 0 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 500 shares; 2022Q4: 500 shares; 2023Q1: 501 shares; 2023Q2: 502 shares; 2023Q3: 504 shares; 2023Q4: 505 shares; 2024Q1: 508 shares 508 $13.3K <0.01% +3 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; 2022Q2: restricted; 2022Q3: 713 shares; 2022Q4: 720 shares; 2023Q1: 725 shares; 2023Q2: 731 shares; 2023Q3: 736 shares; 2023Q4: 741 shares; 2024Q1: 747 shares 747 $13.2K <0.01% +6 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 311 shares; 2022Q4: 311 shares; 2023Q1: 311 shares; 2023Q2: 293 shares; 2023Q3: 287 shares; 2023Q4: 305 shares; 2024Q1: 305 shares 305 $13.1K <0.01% 0 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 192 shares; 2022Q4: 192 shares; 2023Q1: 192 shares; 2023Q2: 192 shares; 2023Q3: 192 shares; 2023Q4: 192 shares; 2024Q1: 232 shares 232 $13K <0.01% +40 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 62 shares 62 $12.5K <0.01% +2 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; 2022Q2: restricted; 2022Q3: 538 shares; 2022Q4: 538 shares; 2023Q1: 581 shares; 2023Q2: 542 shares; 2023Q3: 542 shares; 2023Q4: 564 shares; 2024Q1: 554 shares 554 $12.4K <0.01% -10 Timeline 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; 2022Q2: restricted; 2022Q3: 96 shares; 2022Q4: 95 shares; 2023Q1: 88 shares; 2023Q2: 84 shares; 2023Q3: 82 shares; 2023Q4: 85 shares; 2024Q1: 83 shares 83 $12.1K <0.01% -2 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 189 shares; 2023Q4: 192 shares; 2024Q1: 184 shares 184 $12.1K <0.01% -8 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 96 shares; 2022Q4: 96 shares; 2023Q1: 96 shares; 2023Q2: 96 shares; 2023Q3: 96 shares; 2023Q4: 96 shares; 2024Q1: 96 shares 96 $12K <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; 2022Q2: restricted; 2022Q3: 39 shares; 2022Q4: 52 shares; 2023Q1: 52 shares; 2023Q2: 52 shares; 2023Q3: 52 shares; 2023Q4: 52 shares; 2024Q1: 52 shares 52 $12K <0.01% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 99 shares; 2022Q4: 99 shares; 2023Q1: 99 shares; 2023Q2: 99 shares; 2023Q3: 99 shares; 2023Q4: 99 shares; 2024Q1: 99 shares 99 $12K <0.01% 0 Timeline 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; 2022Q2: restricted; 2022Q3: 138 shares; 2022Q4: 139 shares; 2023Q1: 140 shares; 2023Q2: 141 shares; 2023Q3: 236 shares; 2023Q4: 237 shares; 2024Q1: 238 shares 238 $11.9K <0.01% +1 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 121 shares; 2023Q1: 121 shares; 2023Q2: 112 shares; 2023Q3: 112 shares; 2023Q4: 118 shares; 2024Q1: 115 shares 115 $11.8K <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; 2022Q2: restricted; 2022Q3: 13 shares; 2022Q4: 13 shares; 2023Q1: 13 shares; 2023Q2: 32 shares; 2023Q3: 73 shares; 2023Q4: 73 shares; 2024Q1: 57 shares 57 $11.8K <0.01% -16 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 72 shares; 2022Q4: 72 shares; 2023Q1: 72 shares; 2023Q2: 72 shares; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 101 shares 101 $11.6K <0.01% +29 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; 2022Q2: restricted; 2022Q3: 191 shares; 2022Q4: 246 shares; 2023Q1: 246 shares; 2023Q2: 246 shares; 2023Q3: 219 shares; 2023Q4: 219 shares; 2024Q1: 251 shares 251 $11.5K <0.01% +32 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 16 shares; 2023Q2: 16 shares; 2023Q3: 34 shares; 2023Q4: 80 shares; 2024Q1: 80 shares 80 $11K <0.01% 0 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; 2022Q2: restricted; 2022Q3: 117 shares; 2022Q4: 120 shares; 2023Q1: 131 shares; 2023Q2: 122 shares; 2023Q3: 122 shares; 2023Q4: 130 shares; 2024Q1: 128 shares 128 $11K <0.01% -2 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 240 shares; 2022Q4: 243 shares; 2023Q1: 245 shares; 2023Q2: 247 shares; 2023Q3: 250 shares; 2023Q4: 252 shares; 2024Q1: 254 shares 254 $10.9K <0.01% +2 Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 946 shares; 2022Q4: 946 shares; 2023Q1: 918 shares; 2023Q2: 935 shares; 2023Q3: 935 shares; 2023Q4: 920 shares; 2024Q1: 905 shares 905 $10.8K <0.01% -15 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; 2022Q2: restricted; 2022Q3: 553 shares; 2022Q4: 323 shares; 2023Q1: 323 shares; 2023Q2: 298 shares; 2023Q3: 298 shares; 2023Q4: 294 shares; 2024Q1: 294 shares 294 $10.8K <0.01% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 425 shares; 2024Q1: 428 shares 428 $10.8K <0.01% +3 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 193 shares; 2022Q4: 193 shares; 2023Q1: 193 shares; 2023Q2: 193 shares; 2023Q3: 193 shares; 2023Q4: 193 shares; 2024Q1: 237 shares 237 $10.8K <0.01% +44 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 2,000 shares 2,000 $10.7K <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; 2022Q2: restricted; 2022Q3: 32 shares; 2022Q4: 32 shares; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 32 shares 32 $10.7K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 49 shares; 2022Q4: 49 shares; 2023Q1: 49 shares; 2023Q2: 44 shares; 2023Q3: 44 shares; 2023Q4: 49 shares; 2024Q1: 95 shares 95 $10.7K <0.01% +46 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; 2022Q2: restricted; 2022Q3: 79 shares; 2022Q4: 83 shares; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: 83 shares; 2024Q1: 83 shares 83 $10.6K <0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 363 shares; 2022Q4: 55 shares; 2023Q1: 55 shares; 2023Q2: 55 shares; 2023Q3: 55 shares; 2023Q4: 55 shares; 2024Q1: 55 shares 55 $10.6K <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; 2022Q2: restricted; 2022Q3: 57 shares; 2022Q4: 78 shares; 2023Q1: 78 shares; 2023Q2: 78 shares; 2023Q3: 75 shares; 2023Q4: 66 shares; 2024Q1: 54 shares 54 $10.5K <0.01% -12 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 183 shares; 2022Q4: 185 shares; 2023Q1: 185 shares; 2023Q2: 190 shares; 2023Q3: 190 shares; 2023Q4: 194 shares; 2024Q1: 194 shares 194 $10.5K <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; 2022Q2: restricted; 2022Q3: 221 shares; 2022Q4: 181 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 27 shares; 2023Q4: 27 shares; 2024Q1: 26 shares 26 $10.3K <0.01% -1 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 69 shares; 2023Q4: 69 shares; 2024Q1: 120 shares 120 $10.3K <0.01% +51 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; 2022Q2: restricted; 2022Q3: 63 shares; 2022Q4: 48 shares; 2023Q1: 48 shares; 2023Q2: 54 shares; 2023Q3: 54 shares; 2023Q4: 54 shares; 2024Q1: 54 shares 54 $10K <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; 2022Q2: restricted; 2022Q3: 460 shares; 2022Q4: 460 shares; 2023Q1: 460 shares; 2023Q2: 460 shares; 2023Q3: 460 shares; 2023Q4: 460 shares; 2024Q1: 460 shares 460 $10K <0.01% 0 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; 2022Q2: restricted; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares 250 $9.95K <0.01% 0 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares 400 $9.86K <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; 2022Q2: restricted; 2022Q3: 52 shares; 2022Q4: 52 shares; 2023Q1: 52 shares; 2023Q2: 93 shares; 2023Q3: 77 shares; 2023Q4: 59 shares; 2024Q1: 59 shares 59 $9.84K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 5 shares; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 50 shares; 2024Q1: 50 shares 50 $9.72K <0.01% 0 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; 2022Q2: restricted; 2022Q3: 528 shares; 2022Q4: 346 shares; 2023Q1: 346 shares; 2023Q2: 346 shares; 2023Q3: 346 shares; 2023Q4: 346 shares; 2024Q1: 346 shares 346 $9.64K <0.01% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 833 shares; 2023Q2: 938 shares; 2023Q3: 938 shares; 2023Q4: 967 shares; 2024Q1: 967 shares 967 $9.57K <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; 2022Q2: restricted; 2022Q3: 169 shares; 2022Q4: 68 shares; 2023Q1: 68 shares; 2023Q2: 68 shares; 2023Q3: 68 shares; 2023Q4: 58 shares; 2024Q1: 58 shares 58 $9.53K <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; 2022Q2: restricted; 2022Q3: 14 shares; 2022Q4: 35 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 72 shares 72 $9.24K <0.01% +32 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 85 shares 85 $9.21K <0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16 shares 16 $9.14K <0.01% new 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 5 shares; 2023Q1: 5 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 7 shares; 2024Q1: 6 shares 6 $9.13K <0.01% -1 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 36 shares; 2022Q4: 36 shares; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 36 shares; 2023Q4: 36 shares; 2024Q1: 36 shares 36 $9.11K <0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7 shares; 2022Q4: 7 shares; 2023Q1: 7 shares; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 6 shares 6 $9.07K <0.01% -1 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; 2022Q2: restricted; 2022Q3: 47 shares; 2022Q4: 47 shares; 2023Q1: 47 shares; 2023Q2: 47 shares; 2023Q3: 47 shares; 2023Q4: 47 shares; 2024Q1: 47 shares 47 $9.06K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 31 shares; 2023Q2: 29 shares; 2023Q3: 29 shares; 2023Q4: 30 shares; 2024Q1: 30 shares 30 $9.04K <0.01% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 256 shares; 2024Q1: 394 shares 394 $8.91K <0.01% +138 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; 2022Q2: restricted; 2022Q3: 57 shares; 2022Q4: 57 shares; 2023Q1: 57 shares; 2023Q2: 79 shares; 2023Q3: 79 shares; 2023Q4: 81 shares; 2024Q1: 81 shares 81 $8.9K <0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 98 shares; 2022Q4: 98 shares; 2023Q1: 98 shares; 2023Q2: 98 shares; 2023Q3: 98 shares; 2023Q4: 49 shares; 2024Q1: 49 shares 49 $8.78K <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; 2022Q2: restricted; 2022Q3: 20 shares; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares 20 $8.77K <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; 2022Q2: restricted; 2022Q3: 3 shares; 2022Q4: 3 shares; 2023Q1: 3 shares; 2023Q2: 3 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares 3 $8.72K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 106 shares; 2024Q1: 106 shares 106 $8.59K <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; 2022Q2: restricted; 2022Q3: 25 shares; 2022Q4: 25 shares; 2023Q1: 25 shares; 2023Q2: 28 shares; 2023Q3: 28 shares; 2023Q4: 28 shares; 2024Q1: 28 shares 28 $8.42K <0.01% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 53 shares; 2024Q1: 49 shares 49 $8.42K <0.01% -4 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 120 shares; 2022Q4: 120 shares; 2023Q1: 113 shares; 2023Q2: 119 shares; 2023Q3: 113 shares; 2023Q4: 113 shares; 2024Q1: 113 shares 113 $8.37K <0.01% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 150 shares; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares 150 $8.35K <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; 2022Q2: restricted; 2022Q3: 129 shares; 2022Q4: 129 shares; 2023Q1: 129 shares; 2023Q2: 129 shares; 2023Q3: 129 shares; 2023Q4: 129 shares; 2024Q1: 129 shares 129 $8.14K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 108 shares; 2023Q4: 108 shares; 2024Q1: 106 shares 106 $7.91K <0.01% -2 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 112 shares; 2022Q4: 112 shares; 2023Q1: 64 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 59 shares 59 $7.91K <0.01% -1 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; 2022Q2: restricted; 2022Q3: 323 shares; 2022Q4: 323 shares; 2023Q1: 323 shares; 2023Q2: 296 shares; 2023Q3: 296 shares; 2023Q4: 299 shares; 2024Q1: 299 shares 299 $7.87K <0.01% 0 FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 64 shares; 2022Q4: 74 shares; 2023Q1: 64 shares; 2023Q2: 64 shares; 2023Q3: 65 shares; 2023Q4: 65 shares; 2024Q1: 65 shares 65 $7.73K <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; 2022Q2: restricted; 2022Q3: 197 shares; 2022Q4: 199 shares; 2023Q1: 201 shares; 2023Q2: 203 shares; 2023Q3: 205 shares; 2023Q4: 207 shares; 2024Q1: 209 shares 209 $7.72K <0.01% +2 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 74 shares; 2022Q4: 33 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 29 shares 29 $7.59K <0.01% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 194 shares; 2022Q4: 94 shares; 2023Q1: 94 shares; 2023Q2: 94 shares; 2023Q3: 94 shares; 2023Q4: 94 shares; 2024Q1: 94 shares 94 $7.58K <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; 2022Q2: restricted; 2022Q3: 69 shares; 2022Q4: 61 shares; 2023Q1: 61 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: 61 shares; 2024Q1: 61 shares 61 $7.58K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 16 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 11 shares; 2023Q3: 18 shares; 2023Q4: 26 shares; 2024Q1: 26 shares 26 $7.54K <0.01% 0 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; 2022Q2: restricted; 2022Q3: 41 shares; 2022Q4: 43 shares; 2023Q1: 43 shares; 2023Q2: 43 shares; 2023Q3: 43 shares; 2023Q4: 43 shares; 2024Q1: 43 shares 43 $7.51K <0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 156 shares; 2022Q4: 156 shares; 2023Q1: 156 shares; 2023Q2: 157 shares; 2023Q3: 157 shares; 2023Q4: 159 shares; 2024Q1: 159 shares 159 $7.49K <0.01% 0 Timeline MESO MESOBLAST LTD More: the full row for MESOBLAST LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,484 shares 1,484 $7.43K <0.01% new 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; 2022Q2: restricted; 2022Q3: 157 shares; 2022Q4: 157 shares; 2023Q1: 84 shares; 2023Q2: 84 shares; 2023Q3: 1,799 shares; 2023Q4: 84 shares; 2024Q1: 36 shares 36 $7.38K <0.01% -48 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 185 shares; 2022Q4: 172 shares; 2023Q1: 172 shares; 2023Q2: 172 shares; 2023Q3: 172 shares; 2023Q4: 172 shares; 2024Q1: 185 shares 185 $7.38K <0.01% +13 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; 2022Q2: restricted; 2022Q3: 33 shares; 2022Q4: 27 shares; 2023Q1: 27 shares; 2023Q2: 27 shares; 2023Q3: 27 shares; 2023Q4: 27 shares; 2024Q1: 27 shares 27 $7.3K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 35 shares; 2022Q4: 43 shares; 2023Q1: 43 shares; 2023Q2: 43 shares; 2023Q3: 43 shares; 2023Q4: 44 shares; 2024Q1: 44 shares 44 $7.11K <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; 2022Q2: restricted; 2022Q3: 109 shares; 2022Q4: 109 shares; 2023Q1: 109 shares; 2023Q2: 109 shares; 2023Q3: 109 shares; 2023Q4: 109 shares; 2024Q1: 109 shares 109 $7.11K <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; 2022Q2: restricted; 2022Q3: 108 shares; 2022Q4: 108 shares; 2023Q1: 108 shares; 2023Q2: 130 shares; 2023Q3: 130 shares; 2023Q4: 133 shares; 2024Q1: 100 shares 100 $7.07K <0.01% -33 Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 86 shares; 2022Q4: 117 shares; 2023Q1: 117 shares; 2023Q2: 117 shares; 2023Q3: 117 shares; 2023Q4: 117 shares; 2024Q1: 117 shares 117 $7.05K <0.01% 0 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4 shares; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 35 shares 35 $6.86K <0.01% +30 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 73 shares; 2023Q1: 73 shares; 2023Q2: 105 shares; 2023Q3: 105 shares; 2023Q4: 86 shares; 2024Q1: 86 shares 86 $6.86K <0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 25 shares; 2022Q4: 25 shares; 2023Q1: 25 shares; 2023Q2: 31 shares; 2023Q3: 31 shares; 2023Q4: 31 shares; 2024Q1: 26 shares 26 $6.74K <0.01% -5 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; 2022Q2: restricted; 2022Q3: 442 shares; 2022Q4: 442 shares; 2023Q1: 442 shares; 2023Q2: 442 shares; 2023Q3: 442 shares; 2023Q4: 442 shares; 2024Q1: 442 shares 442 $6.74K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 301 shares 301 $6.46K <0.01% new Timeline KN KNOWLES CORP More: the full row for KNOWLES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares 400 $6.44K <0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 25 shares; 2022Q4: 25 shares; 2023Q1: 38 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares 25 $6.4K <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; 2022Q2: restricted; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 105 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $6.28K <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; 2022Q2: restricted; 2022Q3: 410 shares; 2022Q4: 435 shares; 2023Q1: 95 shares; 2023Q2: 135 shares; 2023Q3: 135 shares; 2023Q4: 138 shares; 2024Q1: 138 shares 138 $6.26K <0.01% 0 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 107 shares; 2022Q4: 107 shares; 2023Q1: 107 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 105 shares 105 $6.17K <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; 2022Q2: restricted; 2022Q3: 32 shares; 2022Q4: 32 shares; 2023Q1: 22 shares; 2023Q2: 22 shares; 2023Q3: 22 shares; 2023Q4: 46 shares; 2024Q1: 46 shares 46 $6.12K <0.01% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 20 shares; 2022Q4: 24 shares; 2023Q1: 24 shares; 2023Q2: 24 shares; 2023Q3: 24 shares; 2023Q4: 24 shares; 2024Q1: 24 shares 24 $6.08K <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; 2022Q2: restricted; 2022Q3: 22 shares; 2022Q4: 22 shares; 2023Q1: 22 shares; 2023Q2: 22 shares; 2023Q3: 22 shares; 2023Q4: 22 shares; 2024Q1: 22 shares 22 $6.05K <0.01% 0 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; 2022Q2: restricted; 2022Q3: 170 shares; 2022Q4: 166 shares; 2023Q1: 166 shares; 2023Q2: 166 shares; 2023Q3: 166 shares; 2023Q4: 166 shares; 2024Q1: 166 shares 166 $6K <0.01% 0 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; 2022Q2: restricted; 2022Q3: 42 shares; 2022Q4: 51 shares; 2023Q1: 51 shares; 2023Q2: 51 shares; 2023Q3: 51 shares; 2023Q4: 51 shares; 2024Q1: 51 shares 51 $5.98K <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; 2022Q2: restricted; 2022Q3: 478 shares; 2022Q4: 478 shares; 2023Q1: 465 shares; 2023Q2: 436 shares; 2023Q3: 436 shares; 2023Q4: 461 shares; 2024Q1: 461 shares 461 $5.97K <0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 72 shares; 2023Q2: 72 shares; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 72 shares 72 $5.86K <0.01% 0 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 25 shares; 2022Q4: 25 shares; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares 25 $5.8K <0.01% 0 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; 2022Q2: restricted; 2022Q3: 120 shares; 2022Q4: 120 shares; 2023Q1: 120 shares; 2023Q2: 120 shares; 2023Q3: 120 shares; 2023Q4: 120 shares; 2024Q1: 120 shares 120 $5.75K <0.01% 0 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 51 shares; 2022Q4: 51 shares; 2023Q1: 51 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: 38 shares; 2024Q1: 38 shares 38 $5.64K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 83 shares; 2024Q1: 83 shares 83 $5.62K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 164 shares; 2024Q1: 183 shares 183 $5.59K <0.01% +19 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 21 shares; 2022Q4: 21 shares; 2023Q1: 21 shares; 2023Q2: 21 shares; 2023Q3: 21 shares; 2023Q4: 21 shares; 2024Q1: 21 shares 21 $5.57K <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; 2022Q2: restricted; 2022Q3: 130 shares; 2022Q4: 130 shares; 2023Q1: 130 shares; 2023Q2: 130 shares; 2023Q3: 130 shares; 2023Q4: 116 shares; 2024Q1: 116 shares 116 $5.5K <0.01% 0 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; 2022Q2: restricted; 2022Q3: 89 shares; 2022Q4: 83 shares; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: 88 shares; 2024Q1: 88 shares 88 $5.49K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $5.41K <0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17 shares 17 $5.4K <0.01% new Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares 800 $5.4K <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; 2022Q2: restricted; 2022Q3: 34 shares; 2022Q4: 29 shares; 2023Q1: 29 shares; 2023Q2: 29 shares; 2023Q3: 29 shares; 2023Q4: 31 shares; 2024Q1: 31 shares 31 $5.38K <0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15 shares 15 $5.25K <0.01% new 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 66 shares; 2024Q1: 66 shares 66 $5.23K <0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 48 shares; 2022Q4: 48 shares; 2023Q1: 48 shares; 2023Q2: 48 shares; 2023Q3: 48 shares; 2023Q4: 48 shares; 2024Q1: 48 shares 48 $5.22K <0.01% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 70 shares; 2023Q3: 57 shares; 2023Q4: 56 shares; 2024Q1: 68 shares 68 $5.18K <0.01% +12 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $5.16K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 330 shares; 2023Q3: 330 shares; 2023Q4: 330 shares; 2024Q1: 330 shares 330 $5.16K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 101 shares; 2023Q2: 101 shares; 2023Q3: 135 shares; 2023Q4: 119 shares; 2024Q1: 119 shares 119 $5.15K <0.01% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares 50 $5.11K <0.01% new 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; 2022Q2: restricted; 2022Q3: 87 shares; 2022Q4: 91 shares; 2023Q1: 91 shares; 2023Q2: 91 shares; 2023Q3: 91 shares; 2023Q4: 95 shares; 2024Q1: 95 shares 95 $5.05K <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; 2022Q2: restricted; 2022Q3: 28 shares; 2022Q4: 28 shares; 2023Q1: 28 shares; 2023Q2: 28 shares; 2023Q3: 28 shares; 2023Q4: 31 shares; 2024Q1: 31 shares 31 $5.02K <0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4 shares 4 $5K <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; 2022Q2: restricted; 2022Q3: 51 shares; 2022Q4: 51 shares; 2023Q1: 51 shares; 2023Q2: 52 shares; 2023Q3: 52 shares; 2023Q4: 52 shares; 2024Q1: 53 shares 53 $4.92K <0.01% +1 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; 2022Q2: restricted; 2022Q3: 347 shares; 2022Q4: 443 shares; 2023Q1: 443 shares; 2023Q2: 443 shares; 2023Q3: 751 shares; 2023Q4: 751 shares; 2024Q1: 751 shares 751 $4.88K <0.01% 0 FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 150 shares; 2024Q1: 170 shares 170 $4.84K <0.01% +20 Timeline SMART GLOBAL HLDGS INC SMART GLOBAL HLDGS INC More: the full row for SMART GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 166 shares; 2022Q4: 166 shares; 2023Q1: 166 shares; 2023Q2: 152 shares; 2023Q3: 152 shares; 2023Q4: 192 shares; 2024Q1: 182 shares 182 $4.79K <0.01% -10 IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares 10 $4.77K <0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 60 shares; 2022Q4: 60 shares; 2023Q1: 60 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 60 shares 60 $4.73K <0.01% 0 Timeline