VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 212,238 shares; 2023Q4: 220,871 shares; 2024Q1: 227,354 shares; 2024Q2: 233,272 shares; 2024Q3: 245,198 shares 245,198 $31.4M 10.74% +11,926 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 79,031 shares; 2023Q4: 81,588 shares; 2024Q1: 82,156 shares; 2024Q2: 83,379 shares; 2024Q3: 86,361 shares 86,361 $29.8M 10.19% +2,982 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 222,927 shares; 2023Q4: 230,168 shares; 2024Q1: 249,668 shares; 2024Q2: 257,571 shares; 2024Q3: 271,652 shares 271,652 $22.8M 7.78% +14,081 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 159,541 shares; 2023Q4: 164,945 shares; 2024Q1: 181,000 shares; 2024Q2: 187,372 shares; 2024Q3: 194,296 shares 194,296 $22M 7.5% +6,924 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 377,214 shares; 2023Q4: 388,880 shares; 2024Q1: 440,809 shares; 2024Q2: 453,899 shares; 2024Q3: 462,437 shares 462,437 $21.9M 7.48% +8,538 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,029 shares; 2023Q4: 31,191 shares; 2024Q1: 32,641 shares; 2024Q2: 33,664 shares; 2024Q3: 35,163 shares 35,163 $20.2M 6.9% +1,499 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 290,352 shares; 2023Q4: 304,503 shares; 2024Q1: 322,647 shares; 2024Q2: 335,111 shares; 2024Q3: 354,721 shares 354,721 $18.7M 6.4% +19,610 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 398,237 shares; 2023Q4: 417,435 shares; 2024Q1: 436,672 shares; 2024Q2: 449,056 shares; 2024Q3: 476,982 shares 476,982 $17.9M 6.12% +27,926 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 216,219 shares; 2023Q4: 227,487 shares; 2024Q1: 245,923 shares; 2024Q2: 255,053 shares; 2024Q3: 269,263 shares 269,263 $16M 5.48% +14,210 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 49,964 shares; 2023Q4: 52,185 shares; 2024Q1: 53,986 shares; 2024Q2: 55,652 shares; 2024Q3: 58,302 shares 58,302 $13.8M 4.73% +2,650 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 44,038 shares; 2023Q4: 45,778 shares; 2024Q1: 47,697 shares; 2024Q2: 49,130 shares; 2024Q3: 51,439 shares 51,439 $13.6M 4.64% +2,309 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 184,579 shares; 2023Q4: 198,376 shares; 2024Q1: 218,103 shares; 2024Q2: 224,250 shares; 2024Q3: 235,525 shares 235,525 $11.3M 3.85% +11,275 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 50,641 shares; 2023Q4: 52,564 shares; 2024Q1: 55,207 shares; 2024Q2: 56,769 shares; 2024Q3: 59,144 shares 59,144 $9.92M 3.39% +2,375 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42,394 shares; 2023Q4: 43,787 shares; 2024Q1: 45,530 shares; 2024Q2: 46,824 shares; 2024Q3: 48,581 shares 48,581 $9.75M 3.33% +1,757 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 348,963 shares; 2023Q4: 364,412 shares; 2024Q1: 384,916 shares; 2024Q2: 401,687 shares; 2024Q3: 425,094 shares 425,094 $8.83M 3.02% +23,407 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26,112 shares; 2023Q4: 25,700 shares; 2024Q1: 29,392 shares; 2024Q2: 28,721 shares; 2024Q3: 29,326 shares 29,326 $1.55M 0.53% +605 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,746 shares; 2023Q4: 3,746 shares; 2024Q1: 3,924 shares; 2024Q2: 4,571 shares; 2024Q3: 4,812 shares 4,812 $1.12M 0.38% +241 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,466 shares; 2023Q4: 1,441 shares; 2024Q1: 1,441 shares; 2024Q2: 1,976 shares; 2024Q3: 2,022 shares 2,022 $931K 0.32% +46 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 880 shares; 2023Q4: 1,207 shares; 2024Q1: 1,205 shares; 2024Q2: 1,189 shares; 2024Q3: 1,499 shares 1,499 $791K 0.27% +310 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,705 shares; 2023Q4: 13,651 shares; 2024Q1: 8,798 shares; 2024Q2: 8,737 shares; 2024Q3: 8,658 shares 8,658 $718K 0.25% -79 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,114 shares; 2023Q4: 23,066 shares; 2024Q1: 16,584 shares; 2024Q2: 15,764 shares; 2024Q3: 17,234 shares 17,234 $715K 0.24% +1,470 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,217 shares; 2023Q4: 1,167 shares; 2024Q1: 1,167 shares; 2024Q2: 1,167 shares; 2024Q3: 1,124 shares 1,124 $657K 0.22% -43 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 535 shares; 2024Q2: 535 shares; 2024Q3: 1,070 shares 1,070 $647K 0.22% +535 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,065 shares; 2023Q4: 905 shares; 2024Q1: 905 shares; 2024Q2: 905 shares; 2024Q3: 1,010 shares 1,010 $583K 0.2% +105 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,555 shares; 2023Q4: 10,005 shares; 2024Q1: 9,780 shares; 2024Q2: 9,631 shares; 2024Q3: 9,757 shares 9,757 $551K 0.19% +126 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,294 shares; 2023Q4: 1,294 shares; 2024Q1: 1,344 shares; 2024Q2: 1,344 shares; 2024Q3: 1,344 shares 1,344 $516K 0.18% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 262 shares; 2023Q4: 586 shares; 2024Q1: 1,419 shares; 2024Q2: 1,587 shares; 2024Q3: 2,474 shares 2,474 $401K 0.14% +887 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,956 shares; 2023Q4: 4,948 shares; 2024Q1: 6,748 shares; 2024Q2: 7,436 shares; 2024Q3: 7,497 shares 7,497 $388K 0.13% +61 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,054 shares; 2023Q4: 4,906 shares; 2024Q1: 4,721 shares; 2024Q2: 4,721 shares; 2024Q3: 4,736 shares 4,736 $340K 0.12% +15 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,816 shares; 2023Q4: 7,216 shares; 2024Q1: 7,176 shares; 2024Q2: 7,176 shares; 2024Q3: 7,156 shares 7,156 $327K 0.11% -20 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,629 shares; 2023Q4: 4,632 shares; 2024Q1: 3,440 shares; 2024Q2: 3,349 shares; 2024Q3: 3,234 shares 3,234 $315K 0.11% -115 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,629 shares; 2023Q4: 3,629 shares; 2024Q1: 3,599 shares; 2024Q2: 3,599 shares; 2024Q3: 3,599 shares 3,599 $309K 0.11% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 223 shares; 2023Q4: 223 shares; 2024Q1: 305 shares; 2024Q2: 605 shares; 2024Q3: 706 shares 706 $304K 0.1% +101 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,465 shares; 2024Q2: 2,465 shares; 2024Q3: 4,930 shares 4,930 $299K 0.1% +2,465 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,034 shares; 2023Q4: 1,275 shares; 2024Q1: 1,460 shares; 2024Q2: 1,876 shares; 2024Q3: 1,714 shares 1,714 $297K 0.1% -162 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,502 shares; 2023Q4: 2,502 shares; 2024Q1: 2,618 shares; 2024Q2: 2,557 shares; 2024Q3: 2,472 shares 2,472 $290K 0.1% -85 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,505 shares; 2023Q4: 1,505 shares; 2024Q1: 1,713 shares; 2024Q2: 1,643 shares; 2024Q3: 1,608 shares 1,608 $281K 0.1% -35 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 633 shares; 2023Q4: 633 shares; 2024Q1: 618 shares; 2024Q2: 615 shares; 2024Q3: 636 shares 636 $266K 0.09% +21 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,697 shares; 2023Q4: 2,092 shares; 2024Q1: 1,992 shares; 2024Q2: 2,880 shares; 2024Q3: 2,618 shares 2,618 $255K 0.09% -262 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 465 shares; 2023Q4: 415 shares; 2024Q1: 375 shares; 2024Q2: 375 shares; 2024Q3: 1,155 shares 1,155 $244K 0.08% +780 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,106 shares; 2023Q4: 23,586 shares; 2024Q1: 9,566 shares; 2024Q2: 9,407 shares; 2024Q3: 7,895 shares 7,895 $244K 0.08% -1,512 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,910 shares; 2023Q4: 2,910 shares; 2024Q1: 3,020 shares; 2024Q2: 3,020 shares; 2024Q3: 2,178 shares 2,178 $244K 0.08% -842 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 92 shares; 2023Q4: 1,676 shares; 2024Q1: 2,354 shares; 2024Q2: 1,984 shares; 2024Q3: 1,871 shares 1,871 $234K 0.08% -113 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 385 shares; 2023Q4: 385 shares; 2024Q1: 2,675 shares; 2024Q2: 2,956 shares; 2024Q3: 3,706 shares 3,706 $231K 0.08% +750 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 465 shares; 2024Q2: 795 shares; 2024Q3: 795 shares 795 $225K 0.08% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,160 shares; 2023Q4: 1,160 shares; 2024Q1: 1,540 shares; 2024Q2: 1,540 shares; 2024Q3: 1,920 shares 1,920 $225K 0.08% +380 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 271 shares; 2023Q4: 278 shares; 2024Q1: 3,765 shares; 2024Q2: 3,565 shares; 2024Q3: 3,565 shares 3,565 $221K 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 870 shares; 2023Q4: 670 shares; 2024Q1: 670 shares; 2024Q2: 970 shares; 2024Q3: 970 shares 970 $214K 0.07% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 403 shares; 2024Q3: 403 shares 403 $199K 0.07% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,744 shares; 2023Q4: 2,574 shares; 2024Q1: 2,218 shares; 2024Q2: 2,218 shares; 2024Q3: 3,327 shares 3,327 $189K 0.06% +1,109 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 687 shares; 2024Q3: 688 shares 688 $187K 0.06% +1 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,241 shares; 2023Q4: 7,418 shares; 2024Q1: 4,512 shares; 2024Q2: 4,276 shares; 2024Q3: 3,273 shares 3,273 $176K 0.06% -1,003 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 897 shares; 2023Q4: 866 shares; 2024Q1: 823 shares; 2024Q2: 877 shares; 2024Q3: 877 shares 877 $165K 0.06% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,959 shares; 2023Q4: 5,822 shares; 2024Q1: 3,509 shares; 2024Q2: 3,388 shares; 2024Q3: 3,083 shares 3,083 $156K 0.05% -305 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,032 shares; 2023Q4: 2,017 shares; 2024Q1: 1,943 shares; 2024Q2: 1,943 shares; 2024Q3: 1,935 shares 1,935 $154K 0.05% -8 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 166 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,579 shares; 2024Q3: 1,623 shares 1,623 $148K 0.05% +44 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 91 shares; 2023Q4: 285 shares; 2024Q1: 285 shares; 2024Q2: 711 shares; 2024Q3: 711 shares 711 $147K 0.05% 0 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 122 shares; 2023Q4: 1 shares; 2024Q1: 355 shares; 2024Q2: 2,923 shares; 2024Q3: 3,235 shares 3,235 $145K 0.05% +312 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 490 shares; 2023Q4: 490 shares; 2024Q1: 490 shares; 2024Q2: 490 shares; 2024Q3: 490 shares 490 $143K 0.05% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 136 shares; 2023Q4: 101 shares; 2024Q1: 611 shares; 2024Q2: 562 shares; 2024Q3: 1,041 shares 1,041 $142K 0.05% +479 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 795 shares; 2023Q4: 875 shares; 2024Q1: 890 shares; 2024Q2: 890 shares; 2024Q3: 941 shares 941 $139K 0.05% +51 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 4,000 shares 4,000 $130K 0.04% +2,000 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 490 shares; 2023Q4: 490 shares; 2024Q1: 445 shares; 2024Q2: 485 shares; 2024Q3: 485 shares 485 $130K 0.04% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 520 shares; 2023Q4: 520 shares; 2024Q1: 515 shares; 2024Q2: 515 shares; 2024Q3: 530 shares 530 $129K 0.04% +15 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 486 shares; 2023Q4: 469 shares; 2024Q1: 481 shares; 2024Q2: 481 shares; 2024Q3: 477 shares 477 $125K 0.04% -4 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 28 shares; 2023Q4: 28 shares; 2024Q1: 133 shares; 2024Q2: 545 shares; 2024Q3: 701 shares 701 $119K 0.04% +156 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 225 shares; 2023Q4: 204 shares; 2024Q1: 269 shares; 2024Q2: 264 shares; 2024Q3: 329 shares 329 $100K 0.03% +65 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,500 shares; 2023Q4: 4,500 shares; 2024Q1: 4,500 shares; 2024Q2: 4,500 shares; 2024Q3: 4,500 shares 4,500 $98.1K 0.03% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,043 shares; 2023Q4: 1,037 shares; 2024Q1: 1,037 shares; 2024Q2: 1,037 shares; 2024Q3: 1,117 shares 1,117 $97K 0.03% +80 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,124 shares; 2023Q4: 1,124 shares; 2024Q1: 1,091 shares; 2024Q2: 1,091 shares; 2024Q3: 1,084 shares 1,084 $95.1K 0.03% -7 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 288 shares; 2024Q3: 289 shares 289 $93K 0.03% +1 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 980 shares; 2023Q4: 980 shares; 2024Q1: 980 shares; 2024Q2: 980 shares; 2024Q3: 980 shares 980 $88.4K 0.03% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 666 shares; 2024Q2: 666 shares; 2024Q3: 1,332 shares 1,332 $86.2K 0.03% +666 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 74 shares; 2023Q4: 74 shares; 2024Q1: 642 shares; 2024Q2: 642 shares; 2024Q3: 1,062 shares 1,062 $85.8K 0.03% +420 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 135 shares; 2023Q4: 135 shares; 2024Q1: 225 shares; 2024Q2: 225 shares; 2024Q3: 315 shares 315 $85.3K 0.03% +90 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,453 shares; 2023Q4: 1,453 shares; 2024Q1: 1,353 shares; 2024Q2: 1,353 shares; 2024Q3: 1,353 shares 1,353 $85.1K 0.03% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26 shares; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: 678 shares; 2024Q3: 680 shares 680 $82.4K 0.03% +2 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,057 shares; 2023Q4: 2,814 shares; 2024Q1: 2,481 shares; 2024Q2: 2,427 shares; 2024Q3: 2,427 shares 2,427 $81.8K 0.03% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,782 shares; 2023Q4: 4,776 shares; 2024Q1: 2,349 shares; 2024Q2: 2,277 shares; 2024Q3: 1,970 shares 1,970 $81.3K 0.03% -307 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,724 shares 1,724 $81.2K 0.03% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 285 shares; 2023Q4: 285 shares; 2024Q1: 285 shares; 2024Q2: 285 shares; 2024Q3: 285 shares 285 $80.4K 0.03% 0 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,569 shares; 2023Q4: 2,444 shares; 2024Q1: 2,368 shares; 2024Q2: 2,368 shares; 2024Q3: 2,213 shares 2,213 $78.9K 0.03% -155 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,528 shares; 2023Q4: 3,528 shares; 2024Q1: 3,528 shares; 2024Q2: 3,528 shares; 2024Q3: 3,528 shares 3,528 $77.9K 0.03% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,757 shares; 2023Q4: 1,957 shares; 2024Q1: 1,655 shares; 2024Q2: 1,655 shares; 2024Q3: 1,735 shares 1,735 $77.9K 0.03% +80 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 89 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 87 shares 87 $77.1K 0.03% +15 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,874 shares; 2023Q4: 2,826 shares; 2024Q1: 2,905 shares; 2024Q2: 2,914 shares; 2024Q3: 2,920 shares 2,920 $76.3K 0.03% +6 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 184 shares; 2023Q4: 184 shares; 2024Q1: 184 shares; 2024Q2: 450 shares; 2024Q3: 450 shares 450 $74.6K 0.03% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 233 shares; 2024Q3: 270 shares 270 $74.2K 0.03% +37 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,250 shares; 2023Q4: 2,250 shares; 2024Q1: 2,250 shares; 2024Q2: 2,250 shares; 2024Q3: 1,950 shares 1,950 $74K 0.03% -300 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 500 shares; 2024Q3: 587 shares 587 $71.3K 0.02% +87 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 300 shares; 2023Q4: 303 shares; 2024Q1: 142 shares; 2024Q2: 142 shares; 2024Q3: 142 shares 142 $69.3K 0.02% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 235 shares; 2024Q3: 252 shares 252 $68.9K 0.02% +17 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,410 shares; 2023Q4: 2,331 shares; 2024Q1: 1,478 shares; 2024Q2: 1,456 shares; 2024Q3: 950 shares 950 $66.6K 0.02% -506 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 137 shares; 2024Q3: 138 shares 138 $64.7K 0.02% +1 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 38 shares; 2023Q4: 38 shares; 2024Q1: 38 shares; 2024Q2: 38 shares; 2024Q3: 110 shares 110 $63K 0.02% +72 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 329 shares; 2023Q4: 329 shares; 2024Q1: 329 shares; 2024Q2: 662 shares; 2024Q3: 662 shares 662 $60.4K 0.02% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 678 shares; 2023Q4: 678 shares; 2024Q1: 678 shares; 2024Q2: 678 shares; 2024Q3: 678 shares 678 $60.4K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,533 shares; 2023Q4: 1,533 shares; 2024Q1: 1,533 shares; 2024Q2: 2,642 shares; 2024Q3: 2,737 shares 2,737 $60.2K 0.02% +95 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 262 shares; 2023Q4: 262 shares; 2024Q1: 262 shares; 2024Q2: 262 shares; 2024Q3: 262 shares 262 $59K 0.02% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,426 shares; 2023Q4: 3,525 shares; 2024Q1: 2,136 shares; 2024Q2: 1,958 shares; 2024Q3: 1,915 shares 1,915 $58K 0.02% -43 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 260 shares; 2024Q3: 344 shares 344 $57.5K 0.02% +84 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 421 shares; 2023Q4: 421 shares; 2024Q1: 421 shares; 2024Q2: 421 shares; 2024Q3: 501 shares 501 $56.9K 0.02% +80 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 584 shares; 2023Q4: 584 shares; 2024Q1: 584 shares; 2024Q2: 584 shares; 2024Q3: 584 shares 584 $54.4K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 346 shares; 2023Q4: 243 shares; 2024Q1: 224 shares; 2024Q2: 557 shares; 2024Q3: 557 shares 557 $53.6K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 24 shares; 2023Q4: 24 shares; 2024Q1: 24 shares; 2024Q2: 195 shares; 2024Q3: 240 shares 240 $53.5K 0.02% +45 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 116 shares; 2023Q4: 116 shares; 2024Q1: 126 shares; 2024Q2: 131 shares; 2024Q3: 136 shares 136 $53.2K 0.02% +5 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 900 shares; 2024Q3: 900 shares 900 $53.1K 0.02% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 202 shares; 2024Q3: 202 shares 202 $51.5K 0.02% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 64 shares; 2023Q4: 64 shares; 2024Q1: 194 shares; 2024Q2: 194 shares; 2024Q3: 450 shares 450 $51.3K 0.02% +256 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 709 shares; 2024Q3: 709 shares 709 $50.9K 0.02% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,005 shares; 2023Q4: 971 shares; 2024Q1: 971 shares; 2024Q2: 971 shares; 2024Q3: 971 shares 971 $49.8K 0.02% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 8,000 shares; 2024Q3: 8,500 shares 8,500 $49.7K 0.02% +500 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 282 shares 282 $48.7K 0.02% +274 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,600 shares; 2024Q1: 1,600 shares; 2024Q2: 1,600 shares; 2024Q3: 2,200 shares 2,200 $48.3K 0.02% +600 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,421 shares; 2023Q4: 871 shares; 2024Q1: 871 shares; 2024Q2: 871 shares; 2024Q3: 871 shares 871 $47.6K 0.02% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4 shares; 2023Q4: 81 shares; 2024Q1: 81 shares; 2024Q2: 81 shares; 2024Q3: 81 shares 81 $47.3K 0.02% 0 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 200 shares; 2024Q3: 600 shares 600 $46.5K 0.02% +400 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 350 shares; 2023Q4: 550 shares; 2024Q1: 550 shares; 2024Q2: 750 shares; 2024Q3: 750 shares 750 $46.2K 0.02% 0 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,806 shares 1,806 $45.3K 0.02% new CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 834 shares; 2023Q4: 834 shares; 2024Q1: 836 shares; 2024Q2: 755 shares; 2024Q3: 755 shares 755 $44.4K 0.02% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 45 shares; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: 445 shares; 2024Q3: 545 shares 545 $44K 0.02% +100 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,420 shares; 2023Q4: 1,420 shares; 2024Q1: 1,374 shares; 2024Q2: 1,374 shares; 2024Q3: 1,374 shares 1,374 $43.6K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares 125 $43.3K 0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 351 shares; 2023Q4: 551 shares; 2024Q1: 701 shares; 2024Q2: 701 shares; 2024Q3: 701 shares 701 $42.4K 0.01% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,201 shares; 2024Q3: 3,201 shares 3,201 $41.9K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 163 shares; 2023Q4: 228 shares; 2024Q1: 273 shares; 2024Q2: 223 shares; 2024Q3: 268 shares 268 $41.8K 0.01% +45 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 500 shares; 2023Q4: 740 shares; 2024Q1: 740 shares; 2024Q2: 740 shares; 2024Q3: 740 shares 740 $40.6K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 287 shares; 2024Q3: 289 shares 289 $40.4K 0.01% +2 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 315 shares; 2023Q4: 315 shares; 2024Q1: 313 shares; 2024Q2: 313 shares; 2024Q3: 313 shares 313 $39.5K 0.01% 0 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares 800 $37.1K 0.01% 0 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 290 shares; 2024Q2: 272 shares; 2024Q3: 306 shares 306 $36.7K 0.01% +34 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares 750 $35.6K 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 289 shares; 2023Q4: 254 shares; 2024Q1: 254 shares; 2024Q2: 298 shares; 2024Q3: 232 shares 232 $35.3K 0.01% -66 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 62 shares; 2024Q2: 62 shares; 2024Q3: 117 shares 117 $34.8K 0.01% +55 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 508 shares; 2024Q3: 508 shares 508 $34.5K 0.01% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 744 shares; 2023Q4: 759 shares; 2024Q1: 764 shares; 2024Q2: 765 shares; 2024Q3: 665 shares 665 $34K 0.01% -100 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,051 shares; 2024Q3: 1,051 shares 1,051 $33.9K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 800 shares 800 $32.7K 0.01% -200 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 546 shares; 2024Q3: 546 shares 546 $32.5K 0.01% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 178 shares; 2023Q4: 178 shares; 2024Q1: 178 shares; 2024Q2: 178 shares; 2024Q3: 174 shares 174 $32.4K 0.01% -4 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 84 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 574 shares 574 $31.9K 0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 152 shares; 2023Q4: 152 shares; 2024Q1: 237 shares; 2024Q2: 237 shares; 2024Q3: 759 shares 759 $31.7K 0.01% +522 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 233 shares; 2024Q3: 236 shares 236 $31K 0.01% +3 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 361 shares; 2023Q4: 361 shares; 2024Q1: 361 shares; 2024Q2: 361 shares; 2024Q3: 361 shares 361 $30.4K 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 58 shares 58 $30K 0.01% +8 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 503 shares; 2024Q2: 594 shares; 2024Q3: 644 shares 644 $29.4K 0.01% +50 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 33 shares; 2023Q4: 33 shares; 2024Q1: 33 shares; 2024Q2: 33 shares; 2024Q3: 33 shares 33 $29.2K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 445 shares; 2023Q4: 445 shares; 2024Q1: 445 shares; 2024Q2: 445 shares; 2024Q3: 445 shares 445 $29K 0.01% 0 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,236 shares; 2023Q4: 1,236 shares; 2024Q1: 1,236 shares; 2024Q2: 1,236 shares; 2024Q3: 1,236 shares 1,236 $28.7K 0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 251 shares; 2024Q3: 233 shares 233 $28.3K 0.01% -18 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 755 shares; 2024Q3: 755 shares 755 $28.2K 0.01% 0 Timeline AVEM 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 430 shares 430 $27.8K 0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 155 shares; 2023Q4: 155 shares; 2024Q1: 155 shares; 2024Q2: 155 shares; 2024Q3: 155 shares 155 $25.3K 0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 121 shares; 2024Q2: 121 shares; 2024Q3: 231 shares 231 $25.2K 0.01% +110 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares 800 $24.8K 0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 65 shares; 2024Q2: 65 shares; 2024Q3: 65 shares 65 $24.6K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 286 shares; 2023Q4: 286 shares; 2024Q1: 736 shares; 2024Q2: 736 shares; 2024Q3: 836 shares 836 $24.2K 0.01% +100 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 23 shares 23 $23.9K 0.01% +10 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 875 shares; 2023Q4: 875 shares; 2024Q1: 425 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $23.8K 0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 455 shares; 2024Q3: 455 shares 455 $23.4K 0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 310 shares; 2023Q4: 310 shares; 2024Q1: 310 shares; 2024Q2: 310 shares; 2024Q3: 310 shares 310 $23.3K 0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 210 shares; 2023Q4: 210 shares; 2024Q1: 210 shares; 2024Q2: 210 shares; 2024Q3: 210 shares 210 $23.2K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 404 shares; 2023Q4: 404 shares; 2024Q1: 404 shares; 2024Q2: 404 shares; 2024Q3: 404 shares 404 $23.1K 0.01% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27 shares; 2023Q4: 27 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 117 shares 117 $23.1K 0.01% +45 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $22.9K 0.01% 0 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 329 shares; 2024Q3: 329 shares 329 $22.8K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 292 shares 292 $22.8K 0.01% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,440 shares; 2023Q4: 1,440 shares; 2024Q1: 1,440 shares; 2024Q2: 1,940 shares; 2024Q3: 1,940 shares 1,940 $22.7K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 116 shares; 2023Q4: 256 shares; 2024Q1: 256 shares; 2024Q2: 271 shares; 2024Q3: 256 shares 256 $22.6K 0.01% -15 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 485 shares; 2024Q3: 485 shares 485 $22.4K 0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 295 shares 295 $22.2K 0.01% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 98 shares; 2023Q4: 97 shares; 2024Q1: 98 shares; 2024Q2: 598 shares; 2024Q3: 547 shares 547 $21.7K 0.01% -51 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 727 shares; 2024Q3: 727 shares 727 $21.2K 0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 68 shares; 2023Q4: 68 shares; 2024Q1: 68 shares; 2024Q2: 68 shares; 2024Q3: 68 shares 68 $20.6K 0.01% 0 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 410 shares; 2023Q4: 410 shares; 2024Q1: 410 shares; 2024Q2: 410 shares; 2024Q3: 410 shares 410 $20.4K 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 344 shares; 2023Q4: 344 shares; 2024Q1: 344 shares; 2024Q2: 344 shares; 2024Q3: 344 shares 344 $19.7K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares 75 $19.5K 0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 5 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 221 shares 221 $19.4K 0.01% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 409 shares; 2024Q3: 409 shares 409 $19.3K 0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 90 shares; 2024Q2: 90 shares; 2024Q3: 90 shares 90 $19.1K 0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 29 shares; 2023Q4: 80 shares; 2024Q1: 244 shares; 2024Q2: 244 shares; 2024Q3: 244 shares 244 $19K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 182 shares; 2023Q4: 182 shares; 2024Q1: 182 shares; 2024Q2: 182 shares; 2024Q3: 182 shares 182 $19K 0.01% 0 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 284 shares; 2023Q4: 284 shares; 2024Q1: 284 shares; 2024Q2: 284 shares; 2024Q3: 284 shares 284 $18.9K 0.01% 0 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 2,100 shares; 2024Q3: 2,100 shares 2,100 $18.8K 0.01% 0 WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 45 shares; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: 45 shares; 2024Q3: 45 shares 45 $18.7K 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36 shares; 2023Q4: 36 shares; 2024Q1: 41 shares; 2024Q2: 41 shares; 2024Q3: 46 shares 46 $18.6K 0.01% +5 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 80 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 170 shares 170 $18.6K 0.01% +45 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 486 shares; 2024Q3: 486 shares 486 $18.5K 0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares 250 $18.4K 0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 330 shares; 2024Q3: 215 shares 215 $18.2K 0.01% -115 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 137 shares; 2024Q3: 257 shares 257 $17.9K 0.01% +120 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $17.7K 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $17.6K 0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 86 shares; 2023Q4: 86 shares; 2024Q1: 86 shares; 2024Q2: 86 shares; 2024Q3: 106 shares 106 $17.4K 0.01% +20 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 45 shares; 2024Q2: 45 shares; 2024Q3: 90 shares 90 $17.3K 0.01% +45 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17 shares; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 59 shares 59 $17K 0.01% +42 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 170 shares; 2024Q1: 170 shares; 2024Q2: 170 shares; 2024Q3: 170 shares 170 $16.4K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 38 shares; 2024Q2: 38 shares; 2024Q3: 68 shares 68 $16.4K 0.01% +30 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 267 shares; 2023Q4: 267 shares; 2024Q1: 267 shares; 2024Q2: 267 shares; 2024Q3: 267 shares 267 $16.3K 0.01% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 83 shares; 2023Q4: 83 shares; 2024Q1: 83 shares; 2024Q2: 83 shares; 2024Q3: 83 shares 83 $16.1K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 33 shares; 2024Q2: 33 shares; 2024Q3: 58 shares 58 $16.1K 0.01% +25 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 88 shares; 2023Q4: 88 shares; 2024Q1: 88 shares; 2024Q2: 88 shares; 2024Q3: 88 shares 88 $15.8K 0.01% 0 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,135 shares; 2023Q4: 1,135 shares; 2024Q1: 1,135 shares; 2024Q2: 1,135 shares; 2024Q3: 1,135 shares 1,135 $15.6K 0.01% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 96 shares; 2023Q4: 96 shares; 2024Q1: 96 shares; 2024Q2: 96 shares; 2024Q3: 96 shares 96 $15.2K 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 48 shares; 2023Q4: 48 shares; 2024Q1: 83 shares; 2024Q2: 83 shares; 2024Q3: 83 shares 83 $14.4K <0.01% 0 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 85 shares; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: 85 shares; 2024Q3: 85 shares 85 $14.3K <0.01% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 30 shares 30 $14.3K <0.01% +24 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares 600 $13.8K <0.01% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 140 shares; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: 140 shares; 2024Q3: 140 shares 140 $13.7K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26 shares; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: 298 shares; 2024Q3: 300 shares 300 $13.5K <0.01% +2 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 21 shares 21 $13.3K <0.01% new Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 509 shares; 2023Q4: 519 shares; 2024Q1: 517 shares; 2024Q2: 549 shares; 2024Q3: 549 shares 549 $13.3K <0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 620 shares; 2023Q4: 420 shares; 2024Q1: 420 shares; 2024Q2: 420 shares; 2024Q3: 130 shares 130 $13.2K <0.01% -290 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 624 shares; 2023Q4: 624 shares; 2024Q1: 144 shares; 2024Q2: 144 shares; 2024Q3: 144 shares 144 $13K <0.01% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 122 shares; 2023Q4: 122 shares; 2024Q1: 122 shares; 2024Q2: 122 shares; 2024Q3: 122 shares 122 $12.8K <0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 331 shares; 2024Q3: 331 shares 331 $12.8K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 35 shares 35 $12.4K <0.01% +28 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 153 shares 153 $11.9K <0.01% +113 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 253 shares 253 $11.8K <0.01% new Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $11.8K <0.01% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 189 shares; 2024Q2: 189 shares; 2024Q3: 189 shares 189 $11.6K <0.01% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 734 shares; 2023Q4: 184 shares; 2024Q1: 124 shares; 2024Q2: 890 shares; 2024Q3: 215 shares 215 $11.4K <0.01% -675 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 282 shares; 2023Q4: 282 shares; 2024Q1: 282 shares; 2024Q2: 282 shares; 2024Q3: 282 shares 282 $11.4K <0.01% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 54 shares; 2023Q4: 54 shares; 2024Q1: 74 shares; 2024Q2: 74 shares; 2024Q3: 94 shares 94 $11.4K <0.01% +20 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares 30 $11.3K <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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,886 shares; 2023Q4: 1,886 shares; 2024Q1: 1,276 shares; 2024Q2: 1,032 shares; 2024Q3: 1,032 shares 1,032 $10.9K <0.01% 0 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 191 shares; 2023Q4: 191 shares; 2024Q1: 191 shares; 2024Q2: 191 shares; 2024Q3: 191 shares 191 $10.9K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 343 shares; 2024Q2: 343 shares; 2024Q3: 343 shares 343 $10.8K <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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 28 shares; 2023Q4: 28 shares; 2024Q1: 28 shares; 2024Q2: 28 shares; 2024Q3: 28 shares 28 $10.7K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 87 shares; 2024Q2: 87 shares; 2024Q3: 142 shares 142 $10.5K <0.01% +55 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 257 shares; 2023Q4: 286 shares; 2024Q1: 286 shares; 2024Q2: 286 shares; 2024Q3: 286 shares 286 $10.4K <0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $10.4K <0.01% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 204 shares; 2024Q3: 204 shares 204 $10.3K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 900 shares; 2023Q4: 225 shares; 2024Q1: 225 shares; 2024Q2: 225 shares; 2024Q3: 225 shares 225 $10.3K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 33 shares; 2023Q4: 33 shares; 2024Q1: not reported; 2024Q2: 51 shares; 2024Q3: 51 shares 51 $10.2K <0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 51 shares; 2023Q4: 51 shares; 2024Q1: 51 shares; 2024Q2: 51 shares; 2024Q3: 51 shares 51 $9.83K <0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: 11 shares; 2024Q3: 21 shares 21 $9.77K <0.01% +10 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 204 shares; 2023Q4: 204 shares; 2024Q1: 204 shares; 2024Q2: 204 shares; 2024Q3: 204 shares 204 $9.5K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22 shares; 2023Q4: 222 shares; 2024Q1: 222 shares; 2024Q2: 222 shares; 2024Q3: 222 shares 222 $9.49K <0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 43 shares 43 $9.39K <0.01% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $9.35K <0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 53 shares 53 $9.03K <0.01% +30 Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares 1,200 $8.82K <0.01% 0 CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares 32 $8.67K <0.01% 0 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 166 shares; 2023Q4: 166 shares; 2024Q1: 166 shares; 2024Q2: 166 shares; 2024Q3: 166 shares 166 $8.65K <0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: 110 shares 110 $8.59K <0.01% +55 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,872 shares; 2023Q4: 2,272 shares; 2024Q1: 2,206 shares; 2024Q2: 2,206 shares; 2024Q3: 366 shares 366 $8.59K <0.01% -1,840 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36 shares; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 36 shares 36 $8.47K <0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 206 shares; 2024Q3: 206 shares 206 $8.47K <0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 169 shares; 2024Q3: 169 shares 169 $8.4K <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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares 70 $8.34K <0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 351 shares; 2024Q3: 351 shares 351 $8.13K <0.01% 0 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 41 shares; 2023Q4: 41 shares; 2024Q1: 41 shares; 2024Q2: 41 shares; 2024Q3: 41 shares 41 $8.12K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 30 shares 30 $8.05K <0.01% +15 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 63 shares; 2023Q4: 63 shares; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 63 shares 63 $7.91K <0.01% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 181 shares; 2023Q4: 181 shares; 2024Q1: 181 shares; 2024Q2: 181 shares; 2024Q3: 181 shares 181 $7.86K <0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46 shares; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: 46 shares; 2024Q3: 46 shares 46 $7.82K <0.01% 0 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares 60 $7.71K <0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 78 shares; 2023Q4: 78 shares; 2024Q1: 113 shares; 2024Q2: 113 shares; 2024Q3: 148 shares 148 $7.66K <0.01% +35 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31 shares; 2023Q4: 31 shares; 2024Q1: 31 shares; 2024Q2: 31 shares; 2024Q3: 31 shares 31 $7.64K <0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 101 shares; 2023Q4: 101 shares; 2024Q1: 101 shares; 2024Q2: 91 shares; 2024Q3: 91 shares 91 $7.63K <0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 242 shares; 2023Q4: 242 shares; 2024Q1: 165 shares; 2024Q2: 165 shares; 2024Q3: 165 shares 165 $7.51K <0.01% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 120 shares 120 $7.33K <0.01% +60 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 122 shares; 2024Q3: 123 shares 123 $7.2K <0.01% +1 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $7.14K <0.01% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 27 shares 27 $7.08K <0.01% +9 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 34 shares; 2024Q3: 34 shares 34 $7.02K <0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 50 shares 50 $6.98K <0.01% +25 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 31 shares; 2024Q2: 31 shares; 2024Q3: 51 shares 51 $6.95K <0.01% +20 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 48 shares; 2023Q4: 48 shares; 2024Q1: 48 shares; 2024Q2: 48 shares; 2024Q3: 48 shares 48 $6.88K <0.01% 0 Timeline ALIT ALIGHT INC More: the full row for ALIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 915 shares; 2023Q4: 915 shares; 2024Q1: 915 shares; 2024Q2: 915 shares; 2024Q3: 915 shares 915 $6.77K <0.01% 0 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 93 shares; 2023Q4: 93 shares; 2024Q1: 37 shares; 2024Q2: 37 shares; 2024Q3: 37 shares 37 $6.75K <0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 73 shares; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: 73 shares; 2024Q3: 73 shares 73 $6.65K <0.01% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 157 shares; 2023Q4: 157 shares; 2024Q1: 157 shares; 2024Q2: 157 shares; 2024Q3: 157 shares 157 $6.52K <0.01% 0 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 588 shares; 2023Q4: 588 shares; 2024Q1: 588 shares; 2024Q2: 588 shares; 2024Q3: 588 shares 588 $6.5K <0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $6.3K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23 shares; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 23 shares 23 $6.29K <0.01% 0 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 57 shares; 2023Q4: 57 shares; 2024Q1: 57 shares; 2024Q2: 57 shares; 2024Q3: 57 shares 57 $6.29K <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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 142 shares; 2023Q4: 142 shares; 2024Q1: 142 shares; 2024Q2: 142 shares; 2024Q3: 142 shares 142 $6.19K <0.01% 0 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares 60 $5.95K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares 60 $5.92K <0.01% 0 Timeline HAUZ DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 251 shares; 2024Q3: 251 shares 251 $5.87K <0.01% 0 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 176 shares 176 $5.85K <0.01% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 26 shares; 2024Q3: 26 shares 26 $5.81K <0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27 shares; 2023Q4: 27 shares; 2024Q1: 27 shares; 2024Q2: 27 shares; 2024Q3: 27 shares 27 $5.81K <0.01% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 196 shares; 2023Q4: 196 shares; 2024Q1: 121 shares; 2024Q2: 121 shares; 2024Q3: 121 shares 121 $5.75K <0.01% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares 72 $5.68K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares 125 $5.64K <0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares 32 $5.57K <0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares 100 $5.55K <0.01% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 87 shares; 2023Q4: 87 shares; 2024Q1: 87 shares; 2024Q2: 87 shares; 2024Q3: 87 shares 87 $5.45K <0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares 15 $5.38K <0.01% 0 Timeline ATLO AMES NATL CORP More: the full row for AMES NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 291 shares; 2023Q4: 291 shares; 2024Q1: 291 shares; 2024Q2: 291 shares; 2024Q3: 291 shares 291 $5.3K <0.01% 0 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 167 shares 167 $5.16K <0.01% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 95 shares; 2023Q4: 95 shares; 2024Q1: 95 shares; 2024Q2: 95 shares; 2024Q3: 95 shares 95 $5.04K <0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares 80 $5.01K <0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $4.98K <0.01% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 149 shares; 2023Q4: 149 shares; 2024Q1: 149 shares; 2024Q2: 149 shares; 2024Q3: 149 shares 149 $4.96K <0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8 shares 8 $4.95K <0.01% new Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 228 shares; 2024Q3: 228 shares 228 $4.85K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 92 shares; 2023Q4: 92 shares; 2024Q1: 92 shares; 2024Q2: 92 shares; 2024Q3: 92 shares 92 $4.82K <0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 131 shares; 2023Q4: 131 shares; 2024Q1: 131 shares; 2024Q2: 131 shares; 2024Q3: 131 shares 131 $4.79K <0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 25 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 55 shares 55 $4.65K <0.01% -70 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $4.65K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 55 shares; 2023Q4: 55 shares; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: 55 shares 55 $4.54K <0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $4.52K <0.01% 0 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $4.5K <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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23 shares; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 23 shares 23 $4.37K <0.01% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares 15 $4.35K <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 64 shares; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: 64 shares; 2024Q3: 64 shares 64 $4.17K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares 5 $4.17K <0.01% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 47 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 47 shares; 2024Q3: 47 shares 47 $4.15K <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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 20 shares 20 $4.12K <0.01% +15 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 139 shares; 2023Q4: 139 shares; 2024Q1: 139 shares; 2024Q2: 139 shares; 2024Q3: 139 shares 139 $4.11K <0.01% 0 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 38 shares; 2023Q4: 38 shares; 2024Q1: 38 shares; 2024Q2: 38 shares; 2024Q3: 38 shares 38 $4.08K <0.01% 0 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 80 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $4.04K <0.01% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20 shares; 2023Q4: 62 shares; 2024Q1: 62 shares; 2024Q2: 62 shares; 2024Q3: 62 shares 62 $4.01K <0.01% 0 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $4.01K <0.01% 0 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $3.96K <0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20 shares; 2023Q4: 23 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares 20 $3.94K <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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 63 shares; 2023Q4: 55 shares; 2024Q1: 24 shares; 2024Q2: 42 shares; 2024Q3: 42 shares 42 $3.94K <0.01% 0 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 149 shares; 2023Q4: 149 shares; 2024Q1: 149 shares; 2024Q2: 149 shares; 2024Q3: 149 shares 149 $3.76K <0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares 35 $3.63K <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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 24 shares; 2023Q4: 24 shares; 2024Q1: 24 shares; 2024Q2: 24 shares; 2024Q3: 24 shares 24 $3.62K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 85 shares; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: 85 shares; 2024Q3: 85 shares 85 $3.57K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares 4 $3.55K <0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 311 shares; 2023Q4: 311 shares; 2024Q1: 311 shares; 2024Q2: 311 shares; 2024Q3: 311 shares 311 $3.5K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26 shares; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares 26 $3.49K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 73 shares; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: 73 shares; 2024Q3: 73 shares 73 $3.47K <0.01% 0 Timeline ADVISOR MANAGED PORTFOLIOS ADVISOR MANAGED PORTFOLIOS More: the full row for ADVISOR MANAGED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares 125 $3.47K <0.01% 0 NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 29 shares; 2023Q4: 29 shares; 2024Q1: 29 shares; 2024Q2: 29 shares; 2024Q3: 29 shares 29 $3.33K <0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares 15 $3.31K <0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 55 shares; 2023Q4: 55 shares; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: 55 shares 55 $3.28K <0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $3.25K <0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 40 shares 40 $3.22K <0.01% +20 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 3 shares 3 $3.15K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $3.15K <0.01% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $3.1K <0.01% 0 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18 shares; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares 18 $3.09K <0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 105 shares; 2023Q4: 105 shares; 2024Q1: 56 shares; 2024Q2: 56 shares; 2024Q3: 56 shares 56 $3.06K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19 shares; 2023Q4: 19 shares; 2024Q1: 19 shares; 2024Q2: 19 shares; 2024Q3: 19 shares 19 $3.05K <0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 38 shares; 2023Q4: 38 shares; 2024Q1: 38 shares; 2024Q2: 38 shares; 2024Q3: 38 shares 38 $2.93K <0.01% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17 shares; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 17 shares 17 $2.9K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 69 shares; 2023Q4: 69 shares; 2024Q1: 69 shares; 2024Q2: 69 shares; 2024Q3: 69 shares 69 $2.83K <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $2.76K <0.01% 0 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 93 shares; 2024Q2: 93 shares; 2024Q3: 93 shares 93 $2.73K <0.01% 0 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares 70 $2.73K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares 15 $2.7K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares 20 $2.63K <0.01% 0 Timeline SERIES PORTFOLIOS TR SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 70 shares 70 $2.62K <0.01% new EIPI 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 135 shares; 2024Q3: 135 shares 135 $2.61K <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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 55 shares; 2023Q4: 55 shares; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: 55 shares 55 $2.61K <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 126 shares; 2023Q4: 126 shares; 2024Q1: 126 shares; 2024Q2: 126 shares; 2024Q3: 126 shares 126 $2.56K <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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 40 shares 40 $2.54K <0.01% +20 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares 10 $2.53K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8 shares; 2023Q4: not reported; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 10 shares 10 $2.49K <0.01% +1 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares 10 $2.48K <0.01% 0 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 71 shares; 2023Q4: 71 shares; 2024Q1: 71 shares; 2024Q2: 71 shares; 2024Q3: 71 shares 71 $2.47K <0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares 5 $2.46K <0.01% 0 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 102 shares; 2023Q4: 102 shares; 2024Q1: 102 shares; 2024Q2: 102 shares; 2024Q3: 102 shares 102 $2.46K <0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 52 shares; 2023Q4: 52 shares; 2024Q1: 52 shares; 2024Q2: 52 shares; 2024Q3: 52 shares 52 $2.45K <0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18 shares; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares 18 $2.43K <0.01% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 37 shares; 2023Q4: 37 shares; 2024Q1: 37 shares; 2024Q2: 37 shares; 2024Q3: 37 shares 37 $2.4K <0.01% 0 MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22 shares; 2023Q4: 22 shares; 2024Q1: 22 shares; 2024Q2: 22 shares; 2024Q3: 22 shares 22 $2.39K <0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17 shares; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 17 shares 17 $2.36K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares; 2024Q2: 49 shares; 2024Q3: 49 shares 49 $2.33K <0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares 32 $2.32K <0.01% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46 shares; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: 46 shares; 2024Q3: 46 shares 46 $2.21K <0.01% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19 shares; 2023Q4: 19 shares; 2024Q1: 19 shares; 2024Q2: 19 shares; 2024Q3: 19 shares 19 $2.18K <0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 21 shares 21 $2.18K <0.01% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares 35 $2.17K <0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $2.13K <0.01% 0 Timeline LFVN LIFEVANTAGE CORP More: the full row for LIFEVANTAGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 175 shares 175 $2.11K <0.01% new Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 82 shares 82 $2.07K <0.01% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 53 shares; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 53 shares; 2024Q3: 53 shares 53 $2.07K <0.01% 0 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares 40 $2.06K <0.01% 0 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares 25 $2.03K <0.01% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares 42 $1.98K <0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: 11 shares; 2024Q3: 11 shares 11 $1.94K <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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares 32 $1.91K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 130 shares; 2023Q4: 130 shares; 2024Q1: 130 shares; 2024Q2: 130 shares; 2024Q3: 130 shares 130 $1.91K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares 10 $1.9K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 64 shares; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: 64 shares; 2024Q3: 64 shares 64 $1.88K <0.01% 0 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 242 shares; 2023Q4: 242 shares; 2024Q1: 242 shares; 2024Q2: 242 shares; 2024Q3: 350 shares 350 $1.88K <0.01% +108 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 18 shares 18 $1.87K <0.01% +9 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 44 shares; 2023Q4: 44 shares; 2024Q1: 44 shares; 2024Q2: 44 shares; 2024Q3: 44 shares 44 $1.86K <0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 56 shares; 2023Q4: 56 shares; 2024Q1: 56 shares; 2024Q2: 56 shares; 2024Q3: 56 shares 56 $1.85K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 47 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 47 shares; 2024Q3: 47 shares 47 $1.84K <0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares 4 $1.84K <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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21 shares; 2023Q4: 21 shares; 2024Q1: 19 shares; 2024Q2: 19 shares; 2024Q3: 19 shares 19 $1.83K <0.01% 0 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 39 shares; 2024Q3: 39 shares 39 $1.83K <0.01% 0 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 29 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares 30 $1.78K <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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 343 shares; 2024Q3: 50 shares 50 $1.76K <0.01% -293 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares 20 $1.74K <0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 30 shares 30 $1.73K <0.01% +15 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares 25 $1.7K <0.01% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $1.7K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 45 shares 45 $1.65K <0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 13 shares 13 $1.57K <0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 10 shares 10 $1.55K <0.01% +5 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18 shares; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares 18 $1.5K <0.01% 0 Timeline AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares 35 $1.48K <0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $1.48K <0.01% 0 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 88 shares; 2023Q4: 88 shares; 2024Q1: 88 shares; 2024Q2: 88 shares; 2024Q3: 88 shares 88 $1.46K <0.01% 0 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 67 shares; 2024Q1: 67 shares; 2024Q2: 67 shares; 2024Q3: 67 shares 67 $1.45K <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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 77 shares; 2023Q4: 77 shares; 2024Q1: 77 shares; 2024Q2: 77 shares; 2024Q3: 77 shares 77 $1.42K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares 20 $1.41K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $1.41K <0.01% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 70 shares 70 $1.4K <0.01% +35 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21 shares; 2023Q4: 21 shares; 2024Q1: 21 shares; 2024Q2: 21 shares; 2024Q3: 21 shares 21 $1.36K <0.01% 0 BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares 4 $1.34K <0.01% 0 Timeline TPICQ TPI COMPOSITES INC COM More: the full row for TPI COMPOSITES INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 294 shares; 2023Q4: 294 shares; 2024Q1: 294 shares; 2024Q2: 294 shares; 2024Q3: 294 shares 294 $1.34K <0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares 7 $1.25K <0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares 15 $1.24K <0.01% 0 Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 24 shares; 2023Q4: 24 shares; 2024Q1: 24 shares; 2024Q2: 24 shares; 2024Q3: 24 shares 24 $1.23K <0.01% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $1.22K <0.01% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26 shares; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares 26 $1.21K <0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 104 shares; 2023Q4: 104 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares 10 $1.19K <0.01% 0 Timeline DANIMER SCIENTIFIC INC DANIMER SCIENTIFIC INC More: the full row for DANIMER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,550 shares 2,550 $1.16K <0.01% new EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares 15 $1.15K <0.01% 0 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17 shares; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 17 shares 17 $1.15K <0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares 25 $1.11K <0.01% 0 Timeline DAVA ENDAVA PLC More: the full row for ENDAVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares 42 $1.07K <0.01% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 24 shares; 2023Q4: 24 shares; 2024Q1: 24 shares; 2024Q2: 24 shares; 2024Q3: 24 shares 24 $1.07K <0.01% 0 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 120 shares; 2023Q4: 120 shares; 2024Q1: 120 shares; 2024Q2: 120 shares; 2024Q3: 120 shares 120 $1.07K <0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares 2 $1.06K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares 7 $1.05K <0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares 8 $1.05K <0.01% 0 Timeline RGNX REGENXBIO INC More: the full row for REGENXBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares 100 $1.05K <0.01% new Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $1.04K <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares 10 $1.03K <0.01% 0 Timeline ARCADIUM LITHIUM PLC ARCADIUM LITHIUM PLC More: the full row for ARCADIUM LITHIUM PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 360 shares 360 $1.03K <0.01% new SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 34 shares; 2024Q3: 34 shares 34 $1.02K <0.01% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares 5 $1.01K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares 14 $996 <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares 10 $988 <0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares 8 $983 <0.01% 0 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 61 shares; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: 38 shares; 2024Q3: 38 shares 38 $975 <0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 10 shares; 2024Q3: 10 shares 10 $957 <0.01% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 40 shares 40 $946 <0.01% new Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares 32 $930 <0.01% 0 Timeline MDV MODIV INDUSTRIAL INC More: the full row for MODIV INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35 shares; 2023Q4: 46 shares; 2024Q1: 51 shares; 2024Q2: 52 shares; 2024Q3: 53 shares 53 $882 <0.01% +1 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36 shares; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 36 shares 36 $862 <0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 16 shares; 2024Q2: 16 shares; 2024Q3: 16 shares 16 $805 <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $802 <0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $795 <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 30 shares; 2024Q3: 2 shares 2 $778 <0.01% -28 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 73 shares; 2023Q4: 73 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 94 shares 94 $776 <0.01% +22 Timeline TGNA TEGNA INC More: the full row for TEGNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 47 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 47 shares; 2024Q3: 47 shares 47 $742 <0.01% 0 Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 109 shares; 2023Q4: 109 shares; 2024Q1: 109 shares; 2024Q2: 109 shares; 2024Q3: 109 shares 109 $739 <0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 233 shares; 2023Q4: 233 shares; 2024Q1: 233 shares; 2024Q2: 233 shares; 2024Q3: 233 shares 233 $736 <0.01% 0 IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 8 shares; 2024Q3: 8 shares 8 $720 <0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares 8 $677 <0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $667 <0.01% 0 Timeline DCGO DOCGO INC More: the full row for DOCGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 189 shares; 2023Q4: 189 shares; 2024Q1: 189 shares; 2024Q2: 189 shares; 2024Q3: 189 shares 189 $627 <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 6 shares 6 $562 <0.01% +1 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8 shares; 2023Q4: 7 shares; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 3 shares 3 $545 <0.01% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares 4 $532 <0.01% 0 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26 shares; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares 26 $520 <0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: 11 shares; 2024Q3: 11 shares 11 $502 <0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares 5 $494 <0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3 shares; 2024Q3: 3 shares 3 $492 <0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 16 shares; 2024Q3: 16 shares 16 $485 <0.01% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $424 <0.01% 0 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8 shares; 2024Q3: 8 shares 8 $412 <0.01% 0 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15 shares; 2024Q3: 15 shares 15 $381 <0.01% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 39 shares 39 $358 <0.01% new Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares 8 $333 <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares 2 $308 <0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $288 <0.01% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 10 shares 10 $274 <0.01% +1 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 3 shares 3 $267 <0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 3 shares 3 $258 <0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares 5 $253 <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares 2 $251 <0.01% 0 Timeline LUCID GROUP INC LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 94 shares; 2023Q4: 94 shares; 2024Q1: 94 shares; 2024Q2: 70 shares; 2024Q3: 70 shares 70 $247 <0.01% 0 ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares 5 $243 <0.01% 0 Timeline OATLY GROUP AB OATLY GROUP AB More: the full row for OATLY GROUP AB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares 250 $214 <0.01% 0 SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares 2 $208 <0.01% 0 Timeline WK KELLOGG CO WK KELLOGG CO More: the full row for WK KELLOGG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $205 <0.01% 0 BW BABCOCK & WILCOX ENTERPRISES More: the full row for BABCOCK & WILCOX ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $204 <0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1 shares; 2024Q3: 1 shares 1 $191 <0.01% 0 Timeline QDEL QUIDELORTHO CORP More: the full row for QUIDELORTHO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares 4 $182 <0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3 shares; 2024Q3: 3 shares 3 $150 <0.01% 0 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares 32 $146 <0.01% 0 Timeline ACB AURORA CANNABIS INC More: the full row for AURORA CANNABIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares 20 $118 <0.01% 0 Timeline BUZZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares 5 $107 <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares 2 $102 <0.01% 0 Timeline BLNK BLINK CHARGING CO More: the full row for BLINK CHARGING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 50 shares 50 $86 <0.01% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares 1 $80 <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares 1 $71 <0.01% 0 Timeline AMWL AMERICAN WELL CORP More: the full row for AMERICAN WELL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6 shares 6 $57 <0.01% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares 1 $45 <0.01% 0 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares 1 $45 <0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2 shares; 2024Q3: 2 shares 2 $41 <0.01% 0 Timeline FIP FTAI INFRASTRUCTURE INC More: the full row for FTAI INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares 4 $37 <0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares 5 $33 <0.01% 0 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 135 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares 1 $30 <0.01% 0 Timeline GIPR GENERATION INCOME PPTYS INC More: the full row for GENERATION INCOME PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $26 <0.01% 0 Timeline TOVX THERIVA BIOLOGICS INC More: the full row for THERIVA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 14 shares 14 $19 <0.01% new Timeline