USFR 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,630,973 shares; 2024Q1: 1,629,342 shares; 2024Q2: 1,660,840 shares; 2024Q3: 959,299 shares 959,299 $48.3M 30.6% -701,541 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 126,410 shares; 2024Q1: 129,519 shares; 2024Q2: 131,500 shares; 2024Q3: 127,574 shares 127,574 $23.5M 14.87% -3,926 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 50,776 shares; 2024Q1: 51,855 shares; 2024Q2: 52,008 shares; 2024Q3: 49,910 shares 49,910 $13.8M 8.77% -2,098 Timeline TFLO 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 436,392 shares; 2024Q1: 433,196 shares; 2024Q2: 429,398 shares; 2024Q3: 220,720 shares 220,720 $11.1M 7.06% -208,678 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 9,644 shares; 2024Q1: 10,416 shares; 2024Q2: 11,424 shares; 2024Q3: 13,414 shares 13,414 $7.37M 4.67% +1,990 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 159,323 shares 159,323 $6.86M 4.35% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 76,925 shares 76,925 $5.94M 3.76% new Timeline VTWO 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 61,499 shares; 2024Q1: 66,918 shares; 2024Q2: 70,654 shares; 2024Q3: 60,084 shares 60,084 $5.78M 3.66% -10,570 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,833 shares; 2024Q1: 5,833 shares; 2024Q2: 6,100 shares; 2024Q3: 6,090 shares 6,090 $2.58M 1.63% -10 Timeline VOOV 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,820 shares; 2024Q1: 11,274 shares; 2024Q2: 12,980 shares; 2024Q3: 12,594 shares 12,594 $2.45M 1.55% -386 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,012 shares; 2024Q1: 4,131 shares; 2024Q2: 4,365 shares; 2024Q3: 4,273 shares 4,273 $2.19M 1.39% -92 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,020 shares; 2024Q1: 5,420 shares; 2024Q2: 5,500 shares; 2024Q3: 5,500 shares 5,500 $1.15M 0.73% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,004 shares; 2024Q1: 2,004 shares; 2024Q2: 2,016 shares; 2024Q3: 1,966 shares 1,966 $920K 0.58% -50 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,356 shares; 2024Q1: 8,093 shares; 2024Q2: 9,046 shares; 2024Q3: 3,845 shares 3,845 $661K 0.42% -5,201 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,300 shares; 2024Q1: 3,300 shares; 2024Q2: 3,300 shares; 2024Q3: 3,300 shares 3,300 $631K 0.4% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,267 shares; 2024Q1: 2,267 shares; 2024Q2: 2,368 shares; 2024Q3: 2,369 shares 2,369 $625K 0.4% +1 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,651 shares; 2024Q1: 2,242 shares; 2024Q2: 2,622 shares; 2024Q3: 2,740 shares 2,740 $580K 0.37% +118 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,353 shares; 2024Q1: 2,353 shares; 2024Q2: 2,353 shares; 2024Q3: 2,353 shares 2,353 $529K 0.33% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 190 shares; 2024Q1: 190 shares; 2024Q2: 165 shares; 2024Q3: 165 shares 165 $527K 0.33% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,063 shares; 2024Q1: 2,063 shares; 2024Q2: 2,179 shares; 2024Q3: 2,179 shares 2,179 $522K 0.33% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,002 shares; 2024Q1: 3,002 shares; 2024Q2: 3,036 shares; 2024Q3: 3,036 shares 3,036 $499K 0.32% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 456 shares; 2024Q3: 456 shares 456 $474K 0.3% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,556 shares; 2024Q1: 1,556 shares; 2024Q2: 1,556 shares; 2024Q3: 1,556 shares 1,556 $466K 0.3% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,340 shares; 2024Q1: 2,340 shares; 2024Q2: 2,340 shares; 2024Q3: 2,340 shares 2,340 $429K 0.27% 0 Timeline VTWV 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,626 shares; 2024Q1: 2,801 shares; 2024Q2: 2,788 shares; 2024Q3: 2,710 shares 2,710 $425K 0.27% -78 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,320 shares; 2024Q1: 2,320 shares; 2024Q2: 2,320 shares; 2024Q3: 2,320 shares 2,320 $422K 0.27% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,326 shares; 2024Q1: 5,326 shares; 2024Q2: 5,326 shares; 2024Q3: 5,326 shares 5,326 $416K 0.26% 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,530 shares; 2024Q1: 1,530 shares; 2024Q2: 1,530 shares; 2024Q3: 1,530 shares 1,530 $415K 0.26% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,577 shares; 2024Q1: 3,585 shares; 2024Q2: 3,593 shares; 2024Q3: 3,600 shares 3,600 $405K 0.26% +7 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,081 shares; 2024Q1: 5,113 shares; 2024Q2: 7,781 shares; 2024Q3: 7,781 shares 7,781 $382K 0.24% 0 Timeline DON 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,934 shares 6,934 $373K 0.24% new 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,992 shares; 2024Q1: 5,992 shares; 2024Q2: 6,199 shares; 2024Q3: 6,199 shares 6,199 $364K 0.23% 0 Timeline DVY 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,693 shares; 2024Q1: 2,693 shares; 2024Q2: 2,679 shares; 2024Q3: 2,619 shares 2,619 $362K 0.23% -60 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 840 shares; 2024Q1: 840 shares; 2024Q2: 870 shares; 2024Q3: 870 shares 870 $337K 0.21% 0 Timeline VTWG 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,755 shares; 2024Q1: 1,496 shares; 2024Q2: 1,496 shares; 2024Q3: 1,497 shares 1,497 $337K 0.21% +1 Timeline MTUM 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,553 shares 1,553 $330K 0.21% new 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,280 shares 1,280 $325K 0.21% new 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,400 shares; 2024Q3: 1,400 shares 1,400 $318K 0.2% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,490 shares; 2024Q1: 1,490 shares; 2024Q2: 1,490 shares; 2024Q3: 1,490 shares 1,490 $314K 0.2% 0 Timeline DFAC 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,539 shares 8,539 $308K 0.19% new Timeline DFUV 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,965 shares 6,965 $304K 0.19% new 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 742 shares; 2024Q3: 742 shares 742 $302K 0.19% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,610 shares; 2024Q1: 1,610 shares; 2024Q2: 1,808 shares; 2024Q3: 1,808 shares 1,808 $301K 0.19% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 583 shares; 2024Q3: 2,250 shares 2,250 $297K 0.19% +1,667 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,923 shares; 2024Q1: 3,923 shares; 2024Q2: 3,923 shares; 2024Q3: 3,923 shares 3,923 $294K 0.19% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 650 shares; 2024Q1: 480 shares; 2024Q2: 660 shares; 2024Q3: 806 shares 806 $294K 0.19% +146 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6 shares; 2024Q1: 440 shares; 2024Q2: 718 shares; 2024Q3: 1,003 shares 1,003 $292K 0.19% +285 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 418 shares; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares 350 $289K 0.18% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares 1,500 $286K 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,733 shares; 2024Q1: 1,748 shares; 2024Q2: 1,847 shares; 2024Q3: 1,847 shares 1,847 $283K 0.18% 0 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,171 shares; 2024Q1: 3,171 shares; 2024Q2: 3,171 shares; 2024Q3: 3,171 shares 3,171 $273K 0.17% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 933 shares; 2024Q1: 2,799 shares; 2024Q2: 2,850 shares; 2024Q3: 2,850 shares 2,850 $243K 0.15% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,088 shares; 2024Q1: 4,088 shares; 2024Q2: 4,088 shares; 2024Q3: 4,088 shares 4,088 $242K 0.15% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 531 shares; 2024Q1: 275 shares; 2024Q2: 385 shares; 2024Q3: 385 shares 385 $230K 0.15% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,906 shares; 2024Q1: 1,906 shares; 2024Q2: 1,906 shares; 2024Q3: 1,906 shares 1,906 $220K 0.14% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 38 shares; 2024Q2: not reported; 2024Q3: 12,862 shares 12,862 $219K 0.14% new Timeline IVOG 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 985 shares; 2024Q2: 1,586 shares; 2024Q3: 1,785 shares 1,785 $215K 0.14% +199 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $203K 0.13% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 905 shares; 2024Q1: 905 shares; 2024Q2: 1,618 shares; 2024Q3: 1,618 shares 1,618 $201K 0.13% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,495 shares; 2024Q1: 1,495 shares; 2024Q2: 1,495 shares; 2024Q3: 1,495 shares 1,495 $197K 0.12% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,955 shares; 2024Q1: 2,005 shares; 2024Q2: 1,955 shares; 2024Q3: 1,955 shares 1,955 $197K 0.12% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,847 shares; 2024Q1: 2,847 shares; 2024Q2: 2,880 shares; 2024Q3: 2,880 shares 2,880 $192K 0.12% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,438 shares; 2024Q1: 2,438 shares; 2024Q2: 2,438 shares; 2024Q3: 2,438 shares 2,438 $187K 0.12% 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 466 shares; 2024Q1: 466 shares; 2024Q2: 466 shares; 2024Q3: 466 shares 466 $186K 0.12% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares 600 $174K 0.11% 0 Timeline IWM 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 751 shares; 2024Q1: 695 shares; 2024Q2: 695 shares; 2024Q3: 695 shares 695 $165K 0.1% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,052 shares; 2024Q1: 1,052 shares; 2024Q2: 1,052 shares; 2024Q3: 1,052 shares 1,052 $165K 0.1% 0 Timeline DES 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,474 shares 4,474 $165K 0.1% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares 800 $164K 0.1% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 753 shares; 2024Q1: 753 shares; 2024Q2: 753 shares; 2024Q3: 753 shares 753 $159K 0.1% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,426 shares; 2024Q1: 3,426 shares; 2024Q2: 3,426 shares; 2024Q3: 3,426 shares 3,426 $157K 0.1% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 251 shares; 2024Q1: 251 shares; 2024Q2: 251 shares; 2024Q3: 251 shares 251 $156K 0.1% 0 Timeline PTLC 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,795 shares; 2024Q1: 2,795 shares; 2024Q2: 2,795 shares; 2024Q3: 2,795 shares 2,795 $153K 0.1% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,888 shares; 2024Q1: 1,888 shares; 2024Q2: 1,888 shares; 2024Q3: 1,888 shares 1,888 $148K 0.09% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 494 shares; 2024Q1: 494 shares; 2024Q2: 494 shares; 2024Q3: 494 shares 494 $147K 0.09% 0 Timeline IEF 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,179 shares; 2024Q1: 1,179 shares; 2024Q2: 1,508 shares; 2024Q3: 1,508 shares 1,508 $141K 0.09% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,535 shares; 2024Q1: 678 shares; 2024Q2: 678 shares; 2024Q3: 678 shares 678 $137K 0.09% 0 Timeline FELC 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,992 shares; 2024Q1: 4,004 shares; 2024Q2: 4,014 shares; 2024Q3: 4,024 shares 4,024 $136K 0.09% +10 Timeline IWS 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 990 shares; 2024Q1: 990 shares; 2024Q2: 990 shares; 2024Q3: 990 shares 990 $135K 0.09% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 471 shares; 2024Q1: 471 shares; 2024Q2: 471 shares; 2024Q3: 471 shares 471 $135K 0.09% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,450 shares; 2024Q1: 5,450 shares; 2024Q2: 5,540 shares; 2024Q3: 5,540 shares 5,540 $135K 0.09% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 634 shares; 2024Q1: 634 shares; 2024Q2: 634 shares; 2024Q3: 634 shares 634 $128K 0.08% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,980 shares 1,980 $115K 0.07% new 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 436 shares; 2024Q1: 436 shares; 2024Q2: 436 shares; 2024Q3: 436 shares 436 $115K 0.07% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 818 shares; 2024Q1: 820 shares; 2024Q2: 922 shares; 2024Q3: 924 shares 924 $111K 0.07% +2 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,257 shares; 2024Q1: 1,257 shares; 2024Q2: 1,257 shares; 2024Q3: 1,257 shares 1,257 $109K 0.07% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 405 shares; 2024Q1: 405 shares; 2024Q2: 405 shares; 2024Q3: 405 shares 405 $106K 0.07% 0 Timeline GBIL 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,020 shares; 2024Q1: 1,020 shares; 2024Q2: 1,020 shares; 2024Q3: 1,020 shares 1,020 $102K 0.06% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 160 shares; 2024Q1: 160 shares; 2024Q2: 160 shares; 2024Q3: 160 shares 160 $98.9K 0.06% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 200 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares 250 $98.5K 0.06% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 56 shares; 2024Q1: 56 shares; 2024Q2: 159 shares; 2024Q3: 159 shares 159 $95.6K 0.06% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 247 shares; 2024Q1: 247 shares; 2024Q2: 308 shares; 2024Q3: 308 shares 308 $92.2K 0.06% 0 Timeline MGK 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 267 shares; 2024Q1: 267 shares; 2024Q2: 267 shares; 2024Q3: 267 shares 267 $91K 0.06% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,214 shares; 2024Q1: 1,214 shares; 2024Q2: 1,214 shares; 2024Q3: 3,642 shares 3,642 $89.9K 0.06% +2,428 Timeline 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 832 shares; 2024Q1: 832 shares; 2024Q2: 832 shares; 2024Q3: 832 shares 832 $87.3K 0.06% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 134 shares; 2024Q1: 134 shares; 2024Q2: 146 shares; 2024Q3: 146 shares 146 $85.6K 0.05% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 275 shares; 2024Q1: 275 shares; 2024Q2: 275 shares; 2024Q3: 275 shares 275 $85.1K 0.05% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 976 shares; 2024Q1: 976 shares; 2024Q2: 976 shares; 2024Q3: 976 shares 976 $84.1K 0.05% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 171 shares; 2024Q1: 855 shares; 2024Q2: 1,254 shares; 2024Q3: 1,254 shares 1,254 $82.7K 0.05% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,955 shares; 2024Q1: 1,955 shares; 2024Q2: 2,029 shares; 2024Q3: 2,029 shares 2,029 $82.1K 0.05% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 87 shares; 2024Q1: 87 shares; 2024Q2: 87 shares; 2024Q3: 87 shares 87 $81.4K 0.05% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 813 shares; 2024Q1: 813 shares; 2024Q2: 813 shares; 2024Q3: 813 shares 813 $80.5K 0.05% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 239 shares; 2024Q1: 239 shares; 2024Q2: 239 shares; 2024Q3: 239 shares 239 $79.3K 0.05% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,709 shares; 2024Q1: 1,709 shares; 2024Q2: 1,750 shares; 2024Q3: 1,750 shares 1,750 $77.2K 0.05% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 577 shares; 2024Q1: 577 shares; 2024Q2: 577 shares; 2024Q3: 577 shares 577 $72K 0.05% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 119 shares; 2024Q3: 119 shares 119 $71.7K 0.05% 0 Timeline PTNQ 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 921 shares; 2024Q1: 921 shares; 2024Q2: 921 shares; 2024Q3: 921 shares 921 $69.5K 0.04% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 444 shares; 2024Q1: 444 shares; 2024Q2: 444 shares; 2024Q3: 444 shares 444 $69.3K 0.04% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 916 shares; 2024Q1: 916 shares; 2024Q2: 916 shares; 2024Q3: 916 shares 916 $67.9K 0.04% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 663 shares; 2024Q3: 663 shares 663 $64.8K 0.04% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,430 shares; 2024Q1: 1,430 shares; 2024Q2: 1,430 shares; 2024Q3: 1,430 shares 1,430 $62.2K 0.04% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,351 shares; 2024Q1: 1,393 shares; 2024Q2: 1,351 shares; 2024Q3: 1,351 shares 1,351 $62.1K 0.04% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares 600 $59.7K 0.04% 0 Timeline PTMC 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,476 shares; 2024Q1: 1,476 shares; 2024Q2: 1,476 shares; 2024Q3: 1,476 shares 1,476 $58K 0.04% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 270 shares; 2024Q1: 270 shares; 2024Q2: 270 shares; 2024Q3: 270 shares 270 $57.2K 0.04% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $56.1K 0.04% 0 Timeline PTEU 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,140 shares; 2024Q1: 2,140 shares; 2024Q2: 2,140 shares; 2024Q3: 2,140 shares 2,140 $54.4K 0.03% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,032 shares; 2024Q3: 2,032 shares 2,032 $53K 0.03% 0 Timeline AIA 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 730 shares; 2024Q1: 730 shares; 2024Q2: 730 shares; 2024Q3: 730 shares 730 $50.9K 0.03% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares 800 $49.3K 0.03% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 253 shares; 2024Q3: 253 shares 253 $45.1K 0.03% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $42.6K 0.03% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares 18 $42.2K 0.03% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 247 shares; 2024Q1: 247 shares; 2024Q2: 247 shares; 2024Q3: 247 shares 247 $41.5K 0.03% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 308 shares; 2024Q1: 308 shares; 2024Q2: 308 shares; 2024Q3: 308 shares 308 $40.5K 0.03% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,690 shares; 2024Q1: 1,583 shares; 2024Q2: 1,539 shares; 2024Q3: 1,539 shares 1,539 $40.2K 0.03% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 166 shares; 2024Q1: 166 shares; 2024Q2: 166 shares; 2024Q3: 166 shares 166 $38.1K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,050 shares; 2024Q1: 1,050 shares; 2024Q2: 1,050 shares; 2024Q3: 1,050 shares 1,050 $38K 0.02% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 816 shares; 2024Q1: 816 shares; 2024Q2: 816 shares; 2024Q3: 804 shares 804 $37.3K 0.02% -12 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 280 shares; 2024Q1: 280 shares; 2024Q2: 280 shares; 2024Q3: 280 shares 280 $37.3K 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $36.8K 0.02% 0 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 475 shares; 2024Q1: 475 shares; 2024Q2: 475 shares; 2024Q3: 475 shares 475 $36.3K 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 391 shares; 2024Q1: 401 shares; 2024Q2: 433 shares; 2024Q3: 433 shares 433 $35.7K 0.02% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 55 shares; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: 55 shares 55 $35.5K 0.02% 0 Timeline VIS 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 128 shares; 2024Q1: 128 shares; 2024Q2: 128 shares; 2024Q3: 128 shares 128 $35.3K 0.02% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 387 shares; 2024Q1: 387 shares; 2024Q2: 580 shares; 2024Q3: 580 shares 580 $35.2K 0.02% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 539 shares; 2024Q1: 574 shares; 2024Q2: 539 shares; 2024Q3: 539 shares 539 $34.2K 0.02% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 83 shares; 2024Q1: 83 shares; 2024Q2: 83 shares; 2024Q3: 83 shares 83 $34K 0.02% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 275 shares; 2024Q3: 275 shares 275 $33.9K 0.02% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 96 shares; 2024Q1: 96 shares; 2024Q2: 615 shares; 2024Q3: 615 shares 615 $33.5K 0.02% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 104 shares; 2024Q3: 104 shares 104 $32.1K 0.02% 0 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 725 shares; 2024Q1: 725 shares; 2024Q2: 725 shares; 2024Q3: 725 shares 725 $30.8K 0.02% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 75 shares; 2024Q3: 75 shares 75 $29.9K 0.02% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 410 shares; 2024Q3: 410 shares 410 $29.7K 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 369 shares; 2024Q1: 369 shares; 2024Q2: 369 shares; 2024Q3: 369 shares 369 $29K 0.02% 0 Timeline 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 479 shares; 2024Q1: 489 shares; 2024Q2: 504 shares; 2024Q3: 504 shares 504 $29K 0.02% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 198 shares; 2024Q3: 198 shares 198 $28.9K 0.02% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $28.7K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4 shares; 2024Q1: 34 shares; 2024Q2: 34 shares; 2024Q3: 34 shares 34 $27.8K 0.02% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $26.2K 0.02% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 278 shares; 2024Q1: 278 shares; 2024Q2: 278 shares; 2024Q3: 278 shares 278 $26.1K 0.02% 0 Timeline LI LI AUTO INC More: the full row for LI AUTO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 53 shares; 2024Q1: not reported; 2024Q2: 53 shares; 2024Q3: 53 shares 53 $24.2K 0.02% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 308 shares; 2024Q3: 308 shares 308 $23.3K 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 44 shares; 2024Q1: 44 shares; 2024Q2: 44 shares; 2024Q3: 44 shares 44 $23.3K 0.01% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 96 shares; 2024Q1: 96 shares; 2024Q2: 96 shares; 2024Q3: 96 shares 96 $23.1K 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares 42 $22.8K 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 415 shares; 2024Q1: 415 shares; 2024Q2: 415 shares; 2024Q3: 415 shares 415 $22.7K 0.01% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 262 shares; 2024Q1: 262 shares; 2024Q2: 440 shares; 2024Q3: 440 shares 440 $21.7K 0.01% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares 40 $21.2K 0.01% 0 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,617 shares; 2024Q3: 1,659 shares 1,659 $21K 0.01% +42 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 344 shares; 2024Q1: 378 shares; 2024Q2: 344 shares; 2024Q3: 344 shares 344 $20.4K 0.01% 0 Timeline EFA 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 258 shares; 2024Q3: 258 shares 258 $20.1K 0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 240 shares; 2024Q1: 240 shares; 2024Q2: 240 shares; 2024Q3: 240 shares 240 $20.1K 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 55 shares; 2024Q3: 55 shares 55 $19.9K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 28 shares; 2024Q1: 28 shares; 2024Q2: 28 shares; 2024Q3: 28 shares 28 $19.6K 0.01% 0 Timeline RSPT 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 500 shares; 2024Q1: 501 shares; 2024Q2: 501 shares; 2024Q3: 502 shares 502 $19.4K 0.01% +1 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 174 shares; 2024Q1: 174 shares; 2024Q2: 174 shares; 2024Q3: 174 shares 174 $18.7K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $17.8K 0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 37 shares; 2024Q1: 37 shares; 2024Q2: 37 shares; 2024Q3: 37 shares 37 $16.9K 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares 75 $16.9K 0.01% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 154 shares; 2024Q3: 154 shares 154 $15.4K 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 149 shares; 2024Q1: 149 shares; 2024Q2: 149 shares; 2024Q3: 149 shares 149 $15.1K 0.01% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $14.9K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: 85 shares; 2024Q3: 85 shares 85 $14.9K 0.01% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares 25 $14.9K 0.01% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $14.5K 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 262 shares; 2024Q1: 262 shares; 2024Q2: 262 shares; 2024Q3: 524 shares 524 $14.5K 0.01% +262 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 141 shares; 2024Q1: 141 shares; 2024Q2: 141 shares; 2024Q3: 141 shares 141 $14.4K 0.01% 0 Timeline SHY 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 173 shares; 2024Q3: 173 shares 173 $14.2K 0.01% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 80 shares; 2024Q3: 80 shares 80 $14K 0.01% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 452 shares; 2024Q1: 452 shares; 2024Q2: 452 shares; 2024Q3: 452 shares 452 $13.9K 0.01% 0 Timeline IYF 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 120 shares; 2024Q1: 120 shares; 2024Q2: 120 shares; 2024Q3: 120 shares 120 $13.8K 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: 45 shares; 2024Q3: 45 shares 45 $13K 0.01% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 119 shares; 2024Q3: 119 shares 119 $12.9K 0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 67 shares; 2024Q1: 67 shares; 2024Q2: 67 shares; 2024Q3: 67 shares 67 $12.9K 0.01% 0 Timeline DHS 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 130 shares; 2024Q1: 130 shares; 2024Q2: 130 shares; 2024Q3: 130 shares 130 $12.7K 0.01% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 330 shares; 2024Q3: 330 shares 330 $12.6K 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 216 shares; 2024Q1: 216 shares; 2024Q2: 216 shares; 2024Q3: 216 shares 216 $12.4K 0.01% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 95 shares; 2024Q1: 95 shares; 2024Q2: 95 shares; 2024Q3: 95 shares 95 $12.3K 0.01% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 194 shares; 2024Q1: 194 shares; 2024Q2: 194 shares; 2024Q3: 388 shares 388 $12.3K 0.01% +194 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 22 shares; 2024Q1: 22 shares; 2024Q2: 22 shares; 2024Q3: 22 shares 22 $12.1K 0.01% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 53 shares; 2024Q3: 53 shares 53 $12.1K 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 43 shares; 2024Q3: 43 shares 43 $11.7K 0.01% 0 Timeline MGV 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 88 shares; 2024Q1: 88 shares; 2024Q2: 88 shares; 2024Q3: 88 shares 88 $11.5K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $11.1K 0.01% 0 Timeline RWR 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $10.5K 0.01% 0 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 99 shares; 2024Q1: 99 shares; 2024Q2: 99 shares; 2024Q3: 99 shares 99 $10.2K 0.01% 0 Timeline SPIP 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 393 shares; 2024Q1: 393 shares; 2024Q2: 393 shares; 2024Q3: 393 shares 393 $10.1K 0.01% 0 Timeline LGIH LGI HOMES INC More: the full row for LGI HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 95 shares; 2024Q1: 95 shares; 2024Q2: 95 shares; 2024Q3: 95 shares 95 $10K 0.01% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 283 shares; 2024Q1: 283 shares; 2024Q2: 283 shares; 2024Q3: 283 shares 283 $9.84K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 82 shares; 2024Q1: 82 shares; 2024Q2: 82 shares; 2024Q3: 82 shares 82 $9.79K 0.01% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 390 shares; 2024Q1: 200 shares; 2024Q2: 215 shares; 2024Q3: 215 shares 215 $9.69K 0.01% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 27 shares; 2024Q1: 27 shares; 2024Q2: 27 shares; 2024Q3: 27 shares 27 $9.32K 0.01% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,042 shares; 2024Q1: 300 shares; 2024Q2: 416 shares; 2024Q3: 416 shares 416 $9.22K 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 51 shares; 2024Q1: 51 shares; 2024Q2: 51 shares; 2024Q3: 51 shares 51 $9.09K 0.01% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 32 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares 72 $9.04K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares 80 $9.01K 0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $8.92K 0.01% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: not reported; 2024Q3: 400 shares 400 $8.73K 0.01% new 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 92 shares; 2024Q1: 92 shares; 2024Q2: 92 shares; 2024Q3: 92 shares 92 $8.69K 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 167 shares; 2024Q3: 167 shares 167 $8.51K 0.01% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 130 shares; 2024Q1: 130 shares; 2024Q2: 130 shares; 2024Q3: 130 shares 130 $8.47K 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 143 shares; 2024Q1: 143 shares; 2024Q2: 143 shares; 2024Q3: 143 shares 143 $8.19K 0.01% 0 Timeline RXI 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 45 shares; 2024Q3: 45 shares 45 $8.11K 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 67 shares; 2024Q3: 67 shares 67 $8.04K 0.01% 0 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 519 shares; 2024Q3: 531 shares 531 $7.94K 0.01% +12 Timeline EEMV 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 133 shares; 2024Q3: 133 shares 133 $7.93K 0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares 40 $7.86K <0.01% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares 35 $7.75K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not reported; 2024Q3: 100 shares 100 $7.71K <0.01% new Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 132 shares; 2024Q1: 132 shares; 2024Q2: 132 shares; 2024Q3: 132 shares 132 $7.51K <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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 379 shares; 2024Q1: 383 shares; 2024Q2: 379 shares; 2024Q3: 379 shares 379 $7.33K <0.01% 0 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 193 shares; 2024Q3: 197 shares 197 $7.27K <0.01% +4 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 54 shares; 2024Q1: 54 shares; 2024Q2: 78 shares; 2024Q3: 78 shares 78 $7.2K <0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 77 shares; 2024Q1: 77 shares; 2024Q2: 77 shares; 2024Q3: 77 shares 77 $7.18K <0.01% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares 40 $7.03K <0.01% 0 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares 20 $7.03K <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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 110 shares; 2024Q2: 110 shares; 2024Q3: 110 shares 110 $6.97K <0.01% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 197 shares; 2024Q1: 197 shares; 2024Q2: 197 shares; 2024Q3: 197 shares 197 $6.96K <0.01% 0 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: 73 shares; 2024Q3: 73 shares 73 $6.88K <0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares 75 $6.84K <0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 77 shares; 2024Q1: 77 shares; 2024Q2: 77 shares; 2024Q3: 77 shares 77 $6.77K <0.01% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 71 shares; 2024Q1: 71 shares; 2024Q2: 71 shares; 2024Q3: 71 shares 71 $6.63K <0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 126 shares; 2024Q3: 126 shares 126 $6.53K <0.01% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 67 shares; 2024Q1: 67 shares; 2024Q2: 67 shares; 2024Q3: 67 shares 67 $6.43K <0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17 shares; 2024Q3: 17 shares 17 $6.29K <0.01% 0 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,129 shares; 2024Q1: 1,129 shares; 2024Q2: 1,129 shares; 2024Q3: 1,129 shares 1,129 $6.25K <0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares 75 $6.06K <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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 34 shares; 2024Q3: 34 shares 34 $5.86K <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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares 75 $5.83K <0.01% 0 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 33 shares; 2024Q1: 33 shares; 2024Q2: 33 shares; 2024Q3: 33 shares 33 $5.83K <0.01% 0 AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 17 shares 17 $5.63K <0.01% 0 Timeline 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares 75 $5.46K <0.01% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares 72 $5.37K <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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: 11 shares; 2024Q3: 11 shares 11 $5.34K <0.01% 0 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 371 shares; 2024Q3: 371 shares 371 $5.2K <0.01% 0 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 33 shares; 2024Q1: 33 shares; 2024Q2: 33 shares; 2024Q3: 33 shares 33 $5.08K <0.01% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 21 shares; 2024Q1: 21 shares; 2024Q2: 21 shares; 2024Q3: 21 shares 21 $5.04K <0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1 shares; 2024Q1: not reported; 2024Q2: 1 shares; 2024Q3: 1 shares 1 $5.01K <0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3 shares; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 3 shares 3 $5K <0.01% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 54 shares; 2024Q1: 54 shares; 2024Q2: 54 shares; 2024Q3: 54 shares 54 $4.78K <0.01% 0 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 24 shares; 2024Q1: 24 shares; 2024Q2: 24 shares; 2024Q3: 24 shares 24 $4.72K <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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares 30 $4.64K <0.01% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 23 shares 23 $4.5K <0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 33 shares; 2024Q3: 33 shares 33 $4.38K <0.01% 0 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 24 shares; 2024Q1: 24 shares; 2024Q2: 24 shares; 2024Q3: 24 shares 24 $4.37K <0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 460 shares; 2024Q1: 460 shares; 2024Q2: 460 shares; 2024Q3: 460 shares 460 $4.35K <0.01% 0 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: 45 shares; 2024Q3: 45 shares 45 $4.25K <0.01% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 20 shares; 2024Q2: 33 shares; 2024Q3: 33 shares 33 $4.24K <0.01% 0 Timeline DEM 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $4.12K <0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17 shares; 2024Q3: 17 shares 17 $3.98K <0.01% 0 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 239 shares; 2024Q3: 246 shares 246 $3.93K <0.01% +7 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares 8 $3.92K <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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 25 shares; 2024Q3: 25 shares 25 $3.91K <0.01% 0 Timeline RWK 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares 32 $3.9K <0.01% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 33 shares; 2024Q3: 33 shares 33 $3.87K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 17 shares 17 $3.8K <0.01% 0 Timeline QIAGEN NV QIAGEN NV More: the full row for QIAGEN NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 87 shares; 2024Q2: not reported; 2024Q3: 87 shares 87 $3.78K <0.01% new 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 31 shares; 2024Q1: 31 shares; 2024Q2: 31 shares; 2024Q3: 31 shares 31 $3.66K <0.01% 0 Timeline 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares 10 $3.66K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 36 shares 36 $3.51K <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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 80 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $3.46K <0.01% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 17 shares 17 $3.4K <0.01% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $3.39K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares 80 $3.37K <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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 19 shares; 2024Q1: 19 shares; 2024Q2: 19 shares; 2024Q3: 19 shares 19 $3.36K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares 32 $3.32K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 43 shares; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 43 shares 43 $3.24K <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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 38 shares; 2024Q1: 38 shares; 2024Q2: 38 shares; 2024Q3: 38 shares 38 $2.72K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares 7 $2.71K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 95 shares; 2024Q1: 95 shares; 2024Q2: 95 shares; 2024Q3: 95 shares 95 $2.68K <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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 43 shares; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 43 shares 43 $2.62K <0.01% 0 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 31 shares; 2024Q1: 31 shares; 2024Q2: 31 shares; 2024Q3: 31 shares 31 $2.59K <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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 27 shares; 2024Q1: 27 shares; 2024Q2: 27 shares; 2024Q3: 27 shares 27 $2.56K <0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares 60 $2.52K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 151 shares; 2024Q1: 187 shares; 2024Q2: 191 shares; 2024Q3: 191 shares 191 $2.48K <0.01% 0 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares 15 $2.43K <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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 58 shares; 2024Q1: 58 shares; 2024Q2: 58 shares; 2024Q3: 58 shares 58 $2.41K <0.01% 0 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 53 shares; 2024Q3: 53 shares 53 $2.33K <0.01% 0 Timeline IYG 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12 shares; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 27 shares 27 $2.15K <0.01% -9 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 33 shares; 2024Q1: 33 shares; 2024Q2: 33 shares; 2024Q3: 33 shares 33 $2.07K <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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 90 shares; 2024Q1: 90 shares; 2024Q2: 90 shares; 2024Q3: 90 shares 90 $2.01K <0.01% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 89 shares; 2024Q1: 89 shares; 2024Q2: 89 shares; 2024Q3: 89 shares 89 $1.77K <0.01% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 23 shares 23 $1.62K <0.01% 0 Timeline USHY 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares 40 $1.49K <0.01% 0 Timeline ACWV 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 13 shares 13 $1.48K <0.01% 0 Timeline SBH SALLY BEAUTY HLDGS INC More: the full row for SALLY BEAUTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 110 shares; 2024Q1: 110 shares; 2024Q2: 110 shares; 2024Q3: 110 shares 110 $1.41K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 22 shares; 2024Q3: 22 shares 22 $1.29K <0.01% 0 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: 11 shares; 2024Q3: 11 shares 11 $1.27K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 33 shares; 2024Q3: 33 shares 33 $1.23K <0.01% 0 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 103 shares; 2024Q1: 103 shares; 2024Q2: 103 shares; 2024Q3: 103 shares 103 $1.18K <0.01% 0 HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $1K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 735 shares; 2024Q1: 72 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $913 <0.01% 0 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 160 shares; 2024Q1: 160 shares; 2024Q2: 160 shares; 2024Q3: 160 shares 160 $807 <0.01% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 17 shares 17 $674 <0.01% 0 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares 18 $655 <0.01% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: 11 shares; 2024Q3: 11 shares 11 $556 <0.01% 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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $438 <0.01% 0 Timeline AVID BIOSERVICES INC AVID BIOSERVICES INC More: the full row for AVID BIOSERVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 29 shares; 2024Q1: 29 shares; 2024Q2: 29 shares; 2024Q3: 29 shares 29 $355 <0.01% 0 NKLAQ NIKOLA CORP More: the full row for NIKOLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 56 shares 56 $173 <0.01% new Timeline INGN INOGEN INC More: the full row for INOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 13 shares 13 $137 <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: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares 1 $118 <0.01% 0 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares 1 $62 <0.01% 0 Timeline