IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,003,529 shares; 2024Q2: 969,394 shares; 2024Q3: not reported; 2024Q4: 907,672 shares 907,672 $63.8M 4.22% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,907 shares; 2024Q2: 18,128 shares; 2024Q3: 180,222 shares; 2024Q4: 170,322 shares 170,322 $39.5M 2.61% -9,900 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 99,970 shares; 2024Q2: 88,863 shares; 2024Q3: 89,124 shares; 2024Q4: 86,698 shares 86,698 $36.5M 2.42% -2,426 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 167,358 shares; 2024Q2: 152,297 shares; 2024Q3: 154,772 shares; 2024Q4: 151,719 shares 151,719 $35.3M 2.33% -3,053 Timeline XLC 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 399,162 shares; 2024Q2: 363,805 shares; 2024Q3: 352,450 shares; 2024Q4: 341,959 shares 341,959 $33.1M 2.19% -10,491 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 206,987 shares; 2024Q2: 198,989 shares; 2024Q3: 196,461 shares; 2024Q4: 163,902 shares 163,902 $32.4M 2.14% -32,559 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 789,197 shares; 2024Q2: 782,249 shares; 2024Q3: 767,954 shares; 2024Q4: 717,924 shares 717,924 $28.3M 1.87% -50,030 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 159,751 shares; 2024Q2: 153,282 shares; 2024Q3: 142,204 shares; 2024Q4: 117,740 shares 117,740 $28.2M 1.87% -24,464 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 119,211 shares; 2024Q2: 116,823 shares; 2024Q3: 110,562 shares; 2024Q4: 107,161 shares 107,161 $23.7M 1.57% -3,401 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 95,748 shares; 2024Q2: 93,706 shares; 2024Q3: 89,158 shares; 2024Q4: 85,806 shares 85,806 $20.8M 1.37% -3,352 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 122,775 shares; 2024Q2: 126,075 shares; 2024Q3: 124,051 shares; 2024Q4: 290,219 shares 290,219 $20.4M 1.35% +166,168 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 101,549 shares; 2024Q2: 81,272 shares; 2024Q3: 82,913 shares; 2024Q4: 81,203 shares 81,203 $20.3M 1.35% -1,710 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 374,452 shares; 2024Q4: 360,697 shares 360,697 $20M 1.32% -13,755 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 64,621 shares; 2024Q2: 62,142 shares; 2024Q3: 68,922 shares; 2024Q4: 67,279 shares 67,279 $19.5M 1.29% -1,643 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 114,275 shares; 2024Q2: 109,079 shares; 2024Q3: 108,115 shares; 2024Q4: 106,752 shares 106,752 $19M 1.26% -1,363 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 106,720 shares; 2024Q2: 102,494 shares; 2024Q3: 101,394 shares; 2024Q4: 85,329 shares 85,329 $18.8M 1.24% -16,065 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 263,185 shares; 2024Q3: 253,121 shares; 2024Q4: 244,349 shares 244,349 $18.5M 1.22% -8,772 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 327,369 shares; 2024Q2: 314,507 shares; 2024Q3: 311,478 shares; 2024Q4: 307,164 shares 307,164 $18.2M 1.2% -4,314 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 431,080 shares; 2024Q2: 206,141 shares; 2024Q3: 449,826 shares; 2024Q4: 431,304 shares 431,304 $17.5M 1.16% -18,522 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 253,496 shares; 2024Q2: 245,834 shares; 2024Q3: 244,660 shares; 2024Q4: 190,754 shares 190,754 $17.2M 1.14% -53,906 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 80,302 shares; 2024Q2: 80,056 shares; 2024Q3: 79,240 shares; 2024Q4: 76,761 shares 76,761 $16.8M 1.11% -2,479 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 121,681 shares; 2024Q2: 119,982 shares; 2024Q3: 118,659 shares; 2024Q4: 116,222 shares 116,222 $16.8M 1.11% -2,437 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 126,165 shares; 2024Q2: 123,696 shares; 2024Q3: 117,226 shares; 2024Q4: 113,784 shares 113,784 $16.5M 1.09% -3,442 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 92,073 shares; 2024Q2: 87,681 shares; 2024Q3: 87,764 shares; 2024Q4: 85,299 shares 85,299 $16.1M 1.07% -2,465 Timeline XLP 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,832 shares; 2024Q2: 4,848 shares; 2024Q3: 205,126 shares; 2024Q4: 197,161 shares 197,161 $15.5M 1.03% -7,965 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 138,152 shares; 2024Q2: 192,555 shares; 2024Q3: 185,997 shares; 2024Q4: 178,166 shares 178,166 $15.3M 1.01% -7,831 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 155,987 shares; 2024Q2: 149,374 shares; 2024Q3: 147,348 shares; 2024Q4: 121,007 shares 121,007 $15.2M 1.01% -26,341 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 108,511 shares; 2024Q3: 106,851 shares; 2024Q4: 175,841 shares 175,841 $15.1M 1% +68,990 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 78,909 shares; 2024Q2: 74,891 shares; 2024Q3: 90,915 shares; 2024Q4: 89,577 shares 89,577 $15M 0.99% -1,338 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,896 shares; 2024Q2: not reported; 2024Q3: 114,382 shares; 2024Q4: 108,594 shares 108,594 $14.9M 0.99% -5,788 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 206,876 shares; 2024Q2: 196,909 shares; 2024Q3: 194,742 shares; 2024Q4: 186,539 shares 186,539 $14.9M 0.99% -8,203 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 44,854 shares; 2024Q2: 41,777 shares; 2024Q3: 41,613 shares; 2024Q4: 40,953 shares 40,953 $14.9M 0.98% -660 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 57,676 shares; 2024Q2: 55,040 shares; 2024Q3: 54,558 shares; 2024Q4: 51,061 shares 51,061 $14.8M 0.98% -3,497 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33,612 shares; 2024Q2: 32,133 shares; 2024Q3: 28,275 shares; 2024Q4: 25,396 shares 25,396 $14.5M 0.96% -2,879 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 78,768 shares; 2024Q2: 74,787 shares; 2024Q3: 86,951 shares; 2024Q4: 104,324 shares 104,324 $14.1M 0.93% +17,373 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 507,340 shares; 2024Q2: 478,605 shares; 2024Q3: 471,811 shares; 2024Q4: 463,791 shares 463,791 $14.1M 0.93% -8,020 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,998 shares; 2024Q2: 107,584 shares; 2024Q3: 106,397 shares; 2024Q4: 102,900 shares 102,900 $13.8M 0.91% -3,497 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,951 shares; 2024Q2: not reported; 2024Q3: 16,709 shares; 2024Q4: 12,882 shares 12,882 $13.7M 0.9% -3,827 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,669 shares; 2024Q2: not reported; 2024Q3: 44,300 shares; 2024Q4: 42,667 shares 42,667 $13.5M 0.89% -1,633 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 102,102 shares; 2024Q2: 96,120 shares; 2024Q3: 95,710 shares; 2024Q4: 92,851 shares 92,851 $13.4M 0.89% -2,859 Timeline JCPB 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 305,641 shares; 2024Q2: 304,805 shares; 2024Q3: 299,273 shares; 2024Q4: 290,543 shares 290,543 $13.4M 0.89% -8,730 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 103,595 shares; 2024Q2: 99,282 shares; 2024Q3: 98,343 shares; 2024Q4: 77,123 shares 77,123 $13.3M 0.88% -21,220 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 39,393 shares; 2024Q2: 39,301 shares; 2024Q3: 39,281 shares; 2024Q4: 39,271 shares 39,271 $13.2M 0.88% -10 LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,024,685 shares; 2024Q2: 4,841,939 shares; 2024Q3: 4,773,870 shares; 2024Q4: 4,685,732 shares 4,685,732 $12.7M 0.84% -88,138 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,489 shares; 2024Q2: 25,773 shares; 2024Q3: 25,987 shares; 2024Q4: 25,032 shares 25,032 $12.7M 0.84% -955 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60,307 shares; 2024Q2: 58,211 shares; 2024Q3: 58,191 shares; 2024Q4: 55,348 shares 55,348 $12.5M 0.83% -2,843 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 132,001 shares; 2024Q2: not reported; 2024Q3: 127,092 shares; 2024Q4: 125,150 shares 125,150 $12.5M 0.82% -1,942 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 468,913 shares; 2024Q2: 467,320 shares; 2024Q3: 458,942 shares; 2024Q4: 432,848 shares 432,848 $12.4M 0.82% -26,094 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 116,576 shares; 2024Q2: 89,657 shares; 2024Q3: 88,740 shares; 2024Q4: 87,492 shares 87,492 $12.3M 0.81% -1,248 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 74,705 shares; 2024Q2: 82,298 shares; 2024Q3: 79,984 shares; 2024Q4: 79,084 shares 79,084 $12.2M 0.81% -900 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 93,888 shares; 2024Q2: 88,693 shares; 2024Q3: 88,435 shares; 2024Q4: 95,071 shares 95,071 $12M 0.79% +6,636 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 104,666 shares; 2024Q2: 99,453 shares; 2024Q3: 98,266 shares; 2024Q4: 96,539 shares 96,539 $12M 0.79% -1,727 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 325,773 shares; 2024Q2: 311,735 shares; 2024Q3: 309,317 shares; 2024Q4: 295,120 shares 295,120 $11.8M 0.78% -14,197 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,022,661 shares; 2024Q2: 1,000,917 shares; 2024Q3: 952,205 shares; 2024Q4: 893,339 shares 893,339 $11.6M 0.77% -58,866 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 28,364 shares; 2024Q2: 33,422 shares; 2024Q3: 33,103 shares; 2024Q4: 32,063 shares 32,063 $11.3M 0.75% -1,040 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,340 shares; 2024Q2: 29,301 shares; 2024Q3: 29,271 shares; 2024Q4: 28,837 shares 28,837 $11.2M 0.74% -434 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 153,930 shares; 2024Q2: 150,941 shares; 2024Q3: 150,555 shares; 2024Q4: 145,987 shares 145,987 $11.1M 0.74% -4,568 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 293,227 shares; 2024Q2: 279,546 shares; 2024Q3: 278,872 shares; 2024Q4: 252,063 shares 252,063 $11.1M 0.73% -26,809 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 44,755 shares; 2024Q2: 42,168 shares; 2024Q3: 41,801 shares; 2024Q4: 150,817 shares 150,817 $10.8M 0.72% +109,016 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 103,923 shares; 2024Q2: 101,105 shares; 2024Q3: 99,982 shares; 2024Q4: 98,257 shares 98,257 $10.6M 0.7% -1,725 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 476,322 shares; 2024Q2: 451,610 shares; 2024Q3: 450,664 shares; 2024Q4: 395,819 shares 395,819 $10.5M 0.69% -54,845 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,150 shares; 2024Q2: 15,063 shares; 2024Q3: 14,869 shares; 2024Q4: 55,597 shares 55,597 $10.4M 0.69% +40,728 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 87,042 shares; 2024Q2: 86,073 shares; 2024Q3: 84,857 shares; 2024Q4: 83,765 shares 83,765 $10.1M 0.67% -1,092 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,752 shares; 2024Q2: 23,564 shares; 2024Q3: 23,323 shares; 2024Q4: 22,596 shares 22,596 $10M 0.66% -727 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 56,072 shares; 2024Q2: 77,633 shares; 2024Q3: 62,922 shares; 2024Q4: 60,839 shares 60,839 $9.91M 0.66% -2,083 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,820 shares; 2024Q2: 18,297 shares; 2024Q3: 18,677 shares; 2024Q4: 18,154 shares 18,154 $9.44M 0.62% -523 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,423 shares; 2024Q2: 26,215 shares; 2024Q3: 26,307 shares; 2024Q4: 20,677 shares 20,677 $9.37M 0.62% -5,630 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 233,025 shares; 2024Q2: 228,859 shares; 2024Q3: 218,229 shares; 2024Q4: 211,618 shares 211,618 $9.32M 0.62% -6,611 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 188,151 shares 188,151 $9.31M 0.62% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 84,458 shares; 2024Q4: 81,735 shares 81,735 $9.29M 0.61% -2,723 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 107,210 shares; 2024Q2: 105,938 shares; 2024Q3: 103,813 shares; 2024Q4: 97,690 shares 97,690 $9.03M 0.6% -6,123 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,368 shares; 2024Q2: 22,481 shares; 2024Q3: 22,246 shares; 2024Q4: 21,420 shares 21,420 $8.97M 0.59% -826 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 14,284 shares; 2024Q3: 14,146 shares; 2024Q4: 13,664 shares 13,664 $8.69M 0.57% -482 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 28,828 shares; 2024Q2: 28,746 shares; 2024Q3: 28,420 shares; 2024Q4: 27,490 shares 27,490 $8.69M 0.57% -930 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 110,790 shares; 2024Q2: 108,378 shares; 2024Q3: 104,861 shares; 2024Q4: 98,407 shares 98,407 $8.59M 0.57% -6,454 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 44,133 shares; 2024Q2: 42,673 shares; 2024Q3: 42,275 shares; 2024Q4: 40,905 shares 40,905 $8.23M 0.54% -1,370 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,404 shares; 2024Q2: 19,751 shares; 2024Q3: 19,558 shares; 2024Q4: 18,911 shares 18,911 $8.22M 0.54% -647 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,060 shares; 2024Q2: 16,616 shares; 2024Q3: 16,458 shares; 2024Q4: 16,253 shares 16,253 $8.1M 0.54% -205 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 67,853 shares 67,853 $7.97M 0.53% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,448 shares; 2024Q2: 6,426 shares; 2024Q3: 6,349 shares; 2024Q4: 4,669 shares 4,669 $7.94M 0.53% -1,680 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 130,974 shares; 2024Q2: 129,620 shares; 2024Q3: 127,814 shares; 2024Q4: 125,794 shares 125,794 $7.88M 0.52% -2,020 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,666 shares; 2024Q2: 35,632 shares; 2024Q3: 35,306 shares; 2024Q4: 33,983 shares 33,983 $7.8M 0.52% -1,323 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 40,830 shares; 2024Q2: 39,156 shares; 2024Q3: 38,955 shares; 2024Q4: 41,379 shares 41,379 $7.59M 0.5% +2,424 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 86,914 shares; 2024Q2: 86,631 shares; 2024Q3: 85,685 shares; 2024Q4: 82,785 shares 82,785 $7.08M 0.47% -2,900 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,127 shares; 2024Q2: 25,912 shares; 2024Q3: 25,498 shares; 2024Q4: 24,480 shares 24,480 $6.76M 0.45% -1,018 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,407 shares; 2024Q2: 17,338 shares; 2024Q3: 17,155 shares; 2024Q4: 16,589 shares 16,589 $6.68M 0.44% -566 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,258 shares; 2024Q2: 9,840 shares; 2024Q3: 9,749 shares; 2024Q4: 9,432 shares 9,432 $6.54M 0.43% -317 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 92,445 shares; 2024Q2: 90,808 shares; 2024Q3: 89,426 shares; 2024Q4: 87,367 shares 87,367 $6.49M 0.43% -2,059 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 17,355 shares; 2024Q3: 17,138 shares; 2024Q4: 34,173 shares 34,173 $6.22M 0.41% +17,035 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,530 shares 12,530 $6.08M 0.4% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,002 shares; 2024Q2: 1,002 shares; 2024Q3: 8,218 shares; 2024Q4: 7,761 shares 7,761 $5.99M 0.4% -457 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 102,592 shares; 2024Q2: 101,718 shares; 2024Q3: 99,593 shares; 2024Q4: 92,037 shares 92,037 $5.88M 0.39% -7,556 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 269,236 shares; 2024Q4: 260,523 shares 260,523 $5.73M 0.38% -8,713 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59,320 shares; 2024Q2: 59,293 shares; 2024Q3: 58,649 shares; 2024Q4: 56,540 shares 56,540 $5.61M 0.37% -2,109 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49,110 shares; 2024Q2: 46,593 shares; 2024Q3: 46,481 shares; 2024Q4: 45,908 shares 45,908 $4.94M 0.33% -573 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 47,694 shares; 2024Q2: 46,248 shares; 2024Q3: 45,329 shares; 2024Q4: 43,295 shares 43,295 $4.86M 0.32% -2,034 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 800 shares; 2024Q2: 19,640 shares; 2024Q3: 27,173 shares; 2024Q4: 17,258 shares 17,258 $4.5M 0.3% -9,915 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 142,788 shares; 2024Q2: 139,488 shares; 2024Q3: 136,093 shares; 2024Q4: 116,231 shares 116,231 $4.46M 0.29% -19,862 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 147,902 shares 147,902 $4.29M 0.28% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,569 shares; 2024Q4: 32,257 shares 32,257 $4.26M 0.28% +29,688 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,098 shares 4,098 $4.2M 0.28% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,745 shares; 2024Q2: 14,674 shares; 2024Q3: 15,017 shares; 2024Q4: 11,622 shares 11,622 $3.86M 0.26% -3,395 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,850 shares; 2024Q2: 19,674 shares; 2024Q3: 20,160 shares; 2024Q4: 19,744 shares 19,744 $3.81M 0.25% -416 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,260 shares; 2024Q2: 29,335 shares; 2024Q3: 30,660 shares; 2024Q4: 29,975 shares 29,975 $3.62M 0.24% -685 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37,264 shares; 2024Q2: 59,643 shares; 2024Q3: 57,706 shares; 2024Q4: 36,084 shares 36,084 $3.5M 0.23% -21,622 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 74,491 shares; 2024Q2: not reported; 2024Q3: 70,573 shares; 2024Q4: 22,526 shares 22,526 $3.42M 0.23% -48,047 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 42,526 shares; 2024Q2: 39,650 shares; 2024Q3: 40,390 shares; 2024Q4: 40,090 shares 40,090 $3.28M 0.22% -300 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,347 shares; 2024Q2: 27,344 shares; 2024Q3: 27,344 shares; 2024Q4: 27,344 shares 27,344 $3.27M 0.22% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50,062 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 45,540 shares 45,540 $3.09M 0.2% new Timeline FTHI 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 142,121 shares; 2024Q2: 137,785 shares; 2024Q3: 135,058 shares; 2024Q4: 129,004 shares 129,004 $3M 0.2% -6,054 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 121,981 shares; 2024Q2: 112,819 shares; 2024Q3: 112,274 shares; 2024Q4: 109,163 shares 109,163 $2.99M 0.2% -3,111 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49,788 shares; 2024Q2: 47,570 shares; 2024Q3: 48,289 shares; 2024Q4: 47,378 shares 47,378 $2.95M 0.2% -911 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 63,104 shares; 2024Q2: 63,111 shares; 2024Q3: 63,253 shares; 2024Q4: 59,627 shares 59,627 $2.83M 0.19% -3,626 Timeline HYLS 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 77,401 shares; 2024Q2: 75,510 shares; 2024Q3: 74,276 shares; 2024Q4: 67,373 shares 67,373 $2.79M 0.18% -6,903 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,223 shares; 2024Q2: 9,649 shares; 2024Q3: 9,574 shares; 2024Q4: 9,488 shares 9,488 $2.78M 0.18% -86 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,425 shares; 2024Q2: 11,648 shares; 2024Q3: 12,017 shares; 2024Q4: 11,736 shares 11,736 $2.73M 0.18% -281 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,320 shares; 2024Q2: 11,387 shares; 2024Q3: 13,456 shares; 2024Q4: 13,456 shares 13,456 $2.56M 0.17% 0 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 148,777 shares; 2024Q2: 148,792 shares; 2024Q3: not reported; 2024Q4: 143,606 shares 143,606 $2.45M 0.16% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,124 shares; 2024Q2: 21,446 shares; 2024Q3: 21,722 shares; 2024Q4: 21,321 shares 21,321 $2.41M 0.16% -401 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 47,573 shares; 2024Q2: 44,831 shares; 2024Q3: 45,664 shares; 2024Q4: 40,518 shares 40,518 $2.29M 0.15% -5,146 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 53,802 shares; 2024Q2: 52,172 shares; 2024Q3: 51,150 shares; 2024Q4: 48,878 shares 48,878 $2.23M 0.15% -2,272 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35,003 shares; 2024Q2: 34,080 shares; 2024Q3: 33,512 shares; 2024Q4: 30,467 shares 30,467 $2.19M 0.14% -3,045 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 97,076 shares; 2024Q2: 95,327 shares; 2024Q3: 9,064 shares; 2024Q4: 9,569 shares 9,569 $2.15M 0.14% +505 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 57,316 shares; 2024Q2: 53,984 shares; 2024Q3: 55,945 shares; 2024Q4: 54,190 shares 54,190 $2.03M 0.13% -1,755 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,750 shares; 2024Q2: 26,777 shares; 2024Q3: 27,211 shares; 2024Q4: 26,437 shares 26,437 $2.02M 0.13% -774 Timeline XLF 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,941 shares; 2024Q2: 24,121 shares; 2024Q3: 39,139 shares; 2024Q4: 41,702 shares 41,702 $2.02M 0.13% +2,563 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,875 shares; 2024Q2: 21,309 shares; 2024Q3: 21,682 shares; 2024Q4: 18,638 shares 18,638 $1.97M 0.13% -3,044 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,469 shares 10,469 $1.94M 0.13% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,023 shares; 2024Q2: 24,247 shares; 2024Q3: 23,798 shares; 2024Q4: 68,194 shares 68,194 $1.86M 0.12% +44,396 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59,227 shares; 2024Q2: 57,416 shares; 2024Q3: 56,284 shares; 2024Q4: 57,848 shares 57,848 $1.82M 0.12% +1,564 Timeline XLI 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,126 shares; 2024Q2: 65,850 shares; 2024Q3: 12,268 shares; 2024Q4: 13,054 shares 13,054 $1.72M 0.11% +786 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,528 shares; 2024Q2: 7,959 shares; 2024Q3: 8,032 shares; 2024Q4: 7,834 shares 7,834 $1.67M 0.11% -198 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,945 shares; 2024Q2: 7,965 shares; 2024Q3: 7,915 shares; 2024Q4: 6,942 shares 6,942 $1.57M 0.1% -973 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,435 shares; 2024Q2: 9,435 shares; 2024Q3: 9,435 shares; 2024Q4: 9,435 shares 9,435 $1.57M 0.1% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,194 shares; 2024Q2: 30,192 shares; 2024Q3: 30,257 shares; 2024Q4: 29,127 shares 29,127 $1.51M 0.1% -1,130 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 61,162 shares; 2024Q2: 61,158 shares; 2024Q3: 61,294 shares; 2024Q4: 59,907 shares 59,907 $1.44M 0.1% -1,387 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,164 shares; 2024Q2: 14,164 shares; 2024Q3: 14,164 shares; 2024Q4: 14,138 shares 14,138 $1.41M 0.09% -26 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37,935 shares; 2024Q2: 36,904 shares; 2024Q3: not reported; 2024Q4: 34,562 shares 34,562 $1.4M 0.09% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,253 shares; 2024Q2: 2,283 shares; 2024Q3: 2,283 shares; 2024Q4: 2,283 shares 2,283 $1.34M 0.09% 0 Timeline PVI 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 41,697 shares; 2024Q2: 41,695 shares; 2024Q3: 41,781 shares; 2024Q4: 40,851 shares 40,851 $1.01M 0.07% -930 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,886 shares; 2024Q2: 4,886 shares; 2024Q3: 4,886 shares; 2024Q4: 4,886 shares 4,886 $942K 0.06% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,329 shares; 2024Q2: 4,507 shares; 2024Q3: 5,607 shares; 2024Q4: 5,290 shares 5,290 $882K 0.06% -317 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,729 shares; 2024Q2: 9,646 shares; 2024Q3: 9,268 shares; 2024Q4: 9,282 shares 9,282 $787K 0.05% +14 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,354 shares; 2024Q3: 2,354 shares; 2024Q4: 2,354 shares 2,354 $774K 0.05% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,168 shares; 2024Q2: 3,168 shares; 2024Q3: 3,585 shares; 2024Q4: 3,352 shares 3,352 $764K 0.05% -233 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,770 shares; 2024Q2: 15,396 shares; 2024Q3: 15,016 shares; 2024Q4: 14,902 shares 14,902 $747K 0.05% -114 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,531 shares; 2024Q2: 2,531 shares; 2024Q3: 2,531 shares; 2024Q4: 2,531 shares 2,531 $723K 0.05% 0 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,691 shares; 2024Q2: 21,691 shares; 2024Q3: 21,691 shares; 2024Q4: 21,691 shares 21,691 $706K 0.05% 0 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,911 shares 17,911 $668K 0.04% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,000 shares; 2024Q2: 5,931 shares; 2024Q3: 5,915 shares; 2024Q4: 5,719 shares 5,719 $659K 0.04% -196 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,397 shares; 2024Q4: 4,921 shares 4,921 $652K 0.04% -2,476 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,965 shares; 2024Q2: 22,965 shares; 2024Q3: 5,655 shares; 2024Q4: 5,655 shares 5,655 $633K 0.04% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,943 shares; 2024Q2: 4,900 shares; 2024Q3: 4,708 shares; 2024Q4: 4,716 shares 4,716 $619K 0.04% +8 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,880 shares; 2024Q2: 21,890 shares; 2024Q3: 21,042 shares; 2024Q4: 21,075 shares 21,075 $610K 0.04% +33 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,480 shares; 2024Q2: 4,444 shares; 2024Q3: 4,271 shares; 2024Q4: 3,138 shares 3,138 $599K 0.04% -1,133 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,380 shares; 2024Q2: 14,244 shares; 2024Q3: 13,689 shares; 2024Q4: 10,856 shares 10,856 $595K 0.04% -2,833 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,092 shares; 2024Q2: 9,008 shares; 2024Q3: 6,528 shares; 2024Q4: 5,309 shares 5,309 $581K 0.04% -1,219 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,335 shares; 2024Q2: 3,335 shares; 2024Q3: 3,335 shares; 2024Q4: 3,335 shares 3,335 $575K 0.04% 0 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,227 shares; 2024Q2: 2,825 shares; 2024Q3: 1,981 shares; 2024Q4: 1,984 shares 1,984 $566K 0.04% +3 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,228 shares; 2024Q2: 13,104 shares; 2024Q3: 19,946 shares; 2024Q4: 19,627 shares 19,627 $549K 0.04% -319 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,442 shares; 2024Q2: 8,370 shares; 2024Q3: 8,044 shares; 2024Q4: 8,056 shares 8,056 $543K 0.04% +12 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,383 shares 9,383 $538K 0.04% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,114 shares; 2024Q2: 2,114 shares; 2024Q3: 2,114 shares; 2024Q4: 2,100 shares 2,100 $535K 0.04% -14 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,097 shares 7,097 $513K 0.03% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,395 shares; 2024Q2: 8,323 shares; 2024Q3: 5,375 shares; 2024Q4: 5,386 shares 5,386 $510K 0.03% +11 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,946 shares; 2024Q2: 11,836 shares; 2024Q3: 11,370 shares; 2024Q4: 11,386 shares 11,386 $507K 0.03% +16 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,225 shares 5,225 $506K 0.03% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,440 shares; 2024Q2: 2,440 shares; 2024Q3: 2,440 shares; 2024Q4: 2,440 shares 2,440 $501K 0.03% 0 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,466 shares; 2024Q2: 13,351 shares; 2024Q3: 12,833 shares; 2024Q4: 12,854 shares 12,854 $501K 0.03% +21 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,437 shares; 2024Q2: 3,405 shares; 2024Q3: 3,271 shares; 2024Q4: 3,277 shares 3,277 $497K 0.03% +6 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,696 shares; 2024Q2: 7,635 shares; 2024Q3: 5,984 shares; 2024Q4: 5,294 shares 5,294 $489K 0.03% -690 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 5,833 shares; 2024Q3: 4,560 shares; 2024Q4: 4,567 shares 4,567 $489K 0.03% +7 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,356 shares; 2024Q2: 2,333 shares; 2024Q3: 2,243 shares; 2024Q4: 2,247 shares 2,247 $482K 0.03% +4 Timeline MRX MAREX GROUP PLC More: the full row for MAREX GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,332 shares; 2024Q4: 15,359 shares 15,359 $479K 0.03% +27 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,309 shares; 2024Q2: 10,220 shares; 2024Q3: 9,824 shares; 2024Q4: 9,837 shares 9,837 $474K 0.03% +13 Timeline SKX SKECHERS U S A INC More: the full row for SKECHERS U S A INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,610 shares; 2024Q2: 8,534 shares; 2024Q3: 7,020 shares; 2024Q4: 7,033 shares 7,033 $473K 0.03% +13 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,682 shares; 2024Q2: not reported; 2024Q3: 7,312 shares; 2024Q4: 7,321 shares 7,321 $469K 0.03% +9 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,543 shares; 2024Q2: 7,478 shares; 2024Q3: 7,184 shares; 2024Q4: 9,754 shares 9,754 $466K 0.03% +2,570 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,517 shares; 2024Q2: 12,517 shares; 2024Q3: 12,517 shares; 2024Q4: 12,277 shares 12,277 $461K 0.03% -240 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,192 shares; 2024Q2: 14,072 shares; 2024Q3: 13,521 shares; 2024Q4: 13,541 shares 13,541 $451K 0.03% +20 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,243 shares; 2024Q2: 8,918 shares; 2024Q3: 8,719 shares; 2024Q4: 8,381 shares 8,381 $433K 0.03% -338 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,519 shares; 2024Q2: 1,246 shares; 2024Q3: 1,299 shares; 2024Q4: 1,293 shares 1,293 $432K 0.03% -6 Timeline GSLC 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,735 shares; 2024Q2: 3,735 shares; 2024Q3: 3,735 shares; 2024Q4: 3,735 shares 3,735 $430K 0.03% 0 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,678 shares; 2024Q2: 4,639 shares; 2024Q3: 4,456 shares; 2024Q4: 4,464 shares 4,464 $429K 0.03% +8 BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,381 shares; 2024Q2: 4,381 shares; 2024Q3: 4,681 shares; 2024Q4: 4,681 shares 4,681 $428K 0.03% 0 Timeline 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,734 shares; 2024Q2: 1,719 shares; 2024Q3: 1,418 shares; 2024Q4: 1,422 shares 1,422 $427K 0.03% +4 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,610 shares; 2024Q2: 5,557 shares; 2024Q3: 5,339 shares; 2024Q4: 3,963 shares 3,963 $425K 0.03% -1,376 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,033 shares; 2024Q2: 3,033 shares; 2024Q3: 3,033 shares; 2024Q4: 3,033 shares 3,033 $423K 0.03% 0 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,988 shares; 2024Q2: 9,895 shares; 2024Q3: 9,509 shares; 2024Q4: 9,521 shares 9,521 $416K 0.03% +12 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,773 shares; 2024Q2: 2,749 shares; 2024Q3: 2,183 shares; 2024Q4: 2,185 shares 2,185 $402K 0.03% +2 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,869 shares; 2024Q2: 2,644 shares; 2024Q3: 2,703 shares; 2024Q4: 2,703 shares 2,703 $396K 0.03% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,521 shares; 2024Q2: 1,521 shares; 2024Q3: 1,521 shares; 2024Q4: 1,521 shares 1,521 $386K 0.03% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,672 shares; 2024Q2: 6,672 shares; 2024Q3: 6,672 shares; 2024Q4: 6,672 shares 6,672 $383K 0.03% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,276 shares; 2024Q2: 3,248 shares; 2024Q3: 3,405 shares; 2024Q4: 3,398 shares 3,398 $378K 0.03% -7 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,675 shares; 2024Q2: 4,675 shares; 2024Q3: 4,732 shares; 2024Q4: 4,675 shares 4,675 $359K 0.02% -57 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19,715 shares 19,715 $355K 0.02% new Timeline QTRX QUANTERIX CORP More: the full row for QUANTERIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,001 shares; 2024Q2: 17,623 shares; 2024Q3: 23,553 shares; 2024Q4: 33,192 shares 33,192 $353K 0.02% +9,639 Timeline VGK 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,634 shares; 2024Q2: 5,667 shares; 2024Q3: 5,673 shares; 2024Q4: 5,365 shares 5,365 $341K 0.02% -308 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 29,018 shares; 2024Q4: 29,075 shares 29,075 $341K 0.02% +57 Timeline VLRS CONTROLADORA VUELA COMP DE A More: the full row for CONTROLADORA VUELA COMP DE A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 47,766 shares; 2024Q2: 47,366 shares; 2024Q3: 45,528 shares; 2024Q4: 45,592 shares 45,592 $339K 0.02% +64 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,769 shares; 2024Q2: 1,843 shares; 2024Q3: 1,924 shares; 2024Q4: 1,360 shares 1,360 $335K 0.02% -564 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 673 shares; 2024Q2: 571 shares; 2024Q3: 571 shares; 2024Q4: 571 shares 571 $334K 0.02% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 826 shares; 2024Q2: 826 shares; 2024Q3: 826 shares; 2024Q4: 826 shares 826 $332K 0.02% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,200 shares; 2024Q2: 1,257 shares; 2024Q3: 1,337 shares; 2024Q4: 1,337 shares 1,337 $330K 0.02% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,955 shares; 2024Q2: 2,934 shares; 2024Q3: 2,927 shares; 2024Q4: 2,884 shares 2,884 $307K 0.02% -43 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 612 shares; 2024Q2: 612 shares; 2024Q3: 612 shares; 2024Q4: 612 shares 612 $297K 0.02% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 499,190 shares; 2024Q2: 495,657 shares; 2024Q3: 489,237 shares; 2024Q4: 10,001 shares 10,001 $296K 0.02% -479,236 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,041 shares; 2024Q4: 2,041 shares 2,041 $292K 0.02% 0 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 377,238 shares; 2024Q2: not reported; 2024Q3: 4,853 shares; 2024Q4: 5,171 shares 5,171 $292K 0.02% +318 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,063 shares; 2024Q2: 7,003 shares; 2024Q3: 6,732 shares; 2024Q4: 8,631 shares 8,631 $291K 0.02% +1,899 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,235 shares; 2024Q2: 1,235 shares; 2024Q3: 1,294 shares; 2024Q4: 1,235 shares 1,235 $290K 0.02% -59 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 575 shares; 2024Q2: not reported; 2024Q3: 788 shares; 2024Q4: 788 shares 788 $284K 0.02% 0 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,691 shares; 2024Q2: 5,637 shares; 2024Q3: 7,551 shares; 2024Q4: 7,218 shares 7,218 $284K 0.02% -333 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,284 shares 8,284 $284K 0.02% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,562 shares 3,562 $273K 0.02% new Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,457 shares; 2024Q4: 6,542 shares 6,542 $263K 0.02% +3,085 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,845 shares; 2024Q2: 19,845 shares; 2024Q3: 19,845 shares; 2024Q4: 19,845 shares 19,845 $262K 0.02% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,488 shares; 2024Q2: 1,488 shares; 2024Q3: 1,488 shares; 2024Q4: 1,488 shares 1,488 $262K 0.02% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,718 shares; 2024Q2: 3,272 shares; 2024Q3: 3,417 shares; 2024Q4: 3,400 shares 3,400 $261K 0.02% -17 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,908 shares; 2024Q2: 3,871 shares; 2024Q3: 3,719 shares; 2024Q4: 3,724 shares 3,724 $256K 0.02% +5 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,886 shares; 2024Q2: 7,886 shares; 2024Q3: 7,886 shares; 2024Q4: 7,886 shares 7,886 $256K 0.02% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 992 shares; 2024Q2: 965 shares; 2024Q3: 965 shares; 2024Q4: 965 shares 965 $255K 0.02% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,038 shares 16,038 $255K 0.02% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares 3,000 $254K 0.02% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,650 shares; 2024Q2: 8,682 shares; 2024Q3: 8,693 shares; 2024Q4: 8,333 shares 8,333 $254K 0.02% -360 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,220 shares; 2024Q2: 3,194 shares; 2024Q3: 3,069 shares; 2024Q4: 3,074 shares 3,074 $251K 0.02% +5 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,930 shares; 2024Q2: not reported; 2024Q3: 1,930 shares; 2024Q4: 1,930 shares 1,930 $249K 0.02% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,263 shares; 2024Q2: 3,263 shares; 2024Q3: 3,263 shares; 2024Q4: 3,263 shares 3,263 $249K 0.02% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,140 shares; 2024Q2: not reported; 2024Q3: 3,140 shares; 2024Q4: 3,140 shares 3,140 $246K 0.02% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,834 shares; 2024Q2: 1,834 shares; 2024Q3: 1,834 shares; 2024Q4: 1,834 shares 1,834 $246K 0.02% 0 Timeline GPCR STRUCTURE THERAPEUTICS INC More: the full row for STRUCTURE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,602 shares; 2024Q4: 9,007 shares 9,007 $244K 0.02% +2,405 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,285 shares; 2024Q2: 14,159 shares; 2024Q3: 13,603 shares; 2024Q4: 11,295 shares 11,295 $242K 0.02% -2,308 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 569 shares; 2024Q3: 569 shares; 2024Q4: 569 shares 569 $234K 0.02% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,490 shares; 2024Q2: 5,439 shares; 2024Q3: 5,225 shares; 2024Q4: 5,231 shares 5,231 $228K 0.02% +6 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 204 shares 204 $226K 0.01% new Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,794 shares; 2024Q4: 6,670 shares 6,670 $225K 0.01% -124 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,751 shares; 2024Q2: 9,806 shares; 2024Q3: 9,815 shares; 2024Q4: 9,405 shares 9,405 $224K 0.01% -410 Timeline HCM HUTCHMED CHINA LTD More: the full row for HUTCHMED CHINA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,145 shares; 2024Q2: 16,988 shares; 2024Q3: 16,329 shares; 2024Q4: 15,388 shares 15,388 $222K 0.01% -941 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,360 shares; 2024Q3: 1,360 shares; 2024Q4: 1,370 shares 1,370 $219K 0.01% +10 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,486 shares; 2024Q2: 13,486 shares; 2024Q3: 13,486 shares; 2024Q4: 13,486 shares 13,486 $219K 0.01% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,039 shares 10,039 $211K 0.01% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,236 shares; 2024Q4: 2,392 shares 2,392 $201K 0.01% +156 Timeline