VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 425,085 shares; 2021Q4: 450,346 shares; 2022Q1: 464,495 shares; 2022Q2: 467,936 shares; 2022Q3: 474,760 shares; 2022Q4: 468,261 shares; 2023Q1: 448,465 shares; 2023Q2: 451,324 shares 451,324 $91.5M 14.84% +2,859 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; 2021Q3: 38,197 shares; 2021Q4: 69,660 shares; 2022Q1: 57,717 shares; 2022Q2: 59,432 shares; 2022Q3: 56,951 shares; 2022Q4: 47,804 shares; 2023Q1: 46,929 shares; 2023Q2: 46,416 shares 46,416 $18.9M 3.07% -513 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 109,229 shares; 2021Q4: 108,168 shares; 2022Q1: 107,291 shares; 2022Q2: 105,704 shares; 2022Q3: 104,760 shares; 2022Q4: 96,355 shares; 2023Q1: 95,755 shares; 2023Q2: 97,312 shares 97,312 $18.9M 3.06% +1,557 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; 2021Q3: 163,541 shares; 2021Q4: 163,293 shares; 2022Q1: 158,754 shares; 2022Q2: 159,001 shares; 2022Q3: 159,084 shares; 2022Q4: 164,723 shares; 2023Q1: 160,342 shares; 2023Q2: 162,319 shares 162,319 $17.2M 2.79% +1,977 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 359,406 shares; 2023Q1: 453,207 shares; 2023Q2: 523,622 shares 523,622 $16.8M 2.73% +70,415 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 41,896 shares; 2021Q4: 41,896 shares; 2022Q1: 41,896 shares; 2022Q2: 41,896 shares; 2022Q3: 41,234 shares; 2022Q4: 41,234 shares; 2023Q1: 41,234 shares; 2023Q2: 41,234 shares 41,234 $15.8M 2.56% 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; 2021Q3: 58,707 shares; 2021Q4: 59,804 shares; 2022Q1: 61,335 shares; 2022Q2: 60,890 shares; 2022Q3: 61,442 shares; 2022Q4: 59,940 shares; 2023Q1: 60,934 shares; 2023Q2: 62,877 shares 62,877 $13.9M 2.25% +1,943 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 104,501 shares; 2021Q4: 104,612 shares; 2022Q1: 104,813 shares; 2022Q2: 105,567 shares; 2022Q3: 103,049 shares; 2022Q4: 102,304 shares; 2023Q1: 102,216 shares; 2023Q2: 102,212 shares 102,212 $12.5M 2.03% -4 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; 2021Q3: 198,061 shares; 2021Q4: 207,396 shares; 2022Q1: 218,720 shares; 2022Q2: 224,964 shares; 2022Q3: 228,009 shares; 2022Q4: 218,147 shares; 2023Q1: 223,857 shares; 2023Q2: 228,345 shares 228,345 $10.5M 1.71% +4,488 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; 2021Q3: 53,165 shares; 2021Q4: 53,010 shares; 2022Q1: 54,468 shares; 2022Q2: 54,064 shares; 2022Q3: 54,386 shares; 2022Q4: 57,771 shares; 2023Q1: 56,669 shares; 2023Q2: 56,641 shares 56,641 $9.2M 1.49% -28 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 20,376 shares; 2021Q4: 20,387 shares; 2022Q1: 21,818 shares; 2022Q2: 20,684 shares; 2022Q3: 20,841 shares; 2022Q4: 21,638 shares; 2023Q1: 21,562 shares; 2023Q2: 24,760 shares 24,760 $8.43M 1.37% +3,198 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; 2021Q3: 33,276 shares; 2021Q4: 35,365 shares; 2022Q1: 36,265 shares; 2022Q2: 37,426 shares; 2022Q3: 38,690 shares; 2022Q4: 35,352 shares; 2023Q1: 34,900 shares; 2023Q2: 34,269 shares 34,269 $8.06M 1.31% -631 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 53,469 shares; 2021Q4: 55,993 shares; 2022Q1: 53,650 shares; 2022Q2: 54,102 shares; 2022Q3: 52,798 shares; 2022Q4: 53,353 shares; 2023Q1: 51,649 shares; 2023Q2: 51,419 shares 51,419 $7.65M 1.24% -230 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 30,212 shares; 2021Q4: 30,892 shares; 2022Q1: 31,058 shares; 2022Q2: 31,066 shares; 2022Q3: 31,760 shares; 2022Q4: 30,594 shares; 2023Q1: 28,872 shares; 2023Q2: 28,136 shares 28,136 $7.36M 1.19% -736 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 174,804 shares; 2021Q4: 177,140 shares; 2022Q1: 184,059 shares; 2022Q2: 179,668 shares; 2022Q3: 182,691 shares; 2022Q4: 148,580 shares; 2023Q1: 135,671 shares; 2023Q2: 136,132 shares 136,132 $7.09M 1.15% +461 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; 2021Q3: 1,197 shares; 2021Q4: 1,198 shares; 2022Q1: 4,948 shares; 2022Q2: 4,948 shares; 2022Q3: 4,948 shares; 2022Q4: 9,455 shares; 2023Q1: 8,982 shares; 2023Q2: 14,914 shares 14,914 $6.61M 1.07% +5,932 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; 2021Q3: 51,744 shares; 2021Q4: 51,708 shares; 2022Q1: 50,186 shares; 2022Q2: 50,244 shares; 2022Q3: 50,090 shares; 2022Q4: 51,042 shares; 2023Q1: 53,038 shares; 2023Q2: 52,875 shares 52,875 $6.1M 0.99% -163 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 24,069 shares; 2021Q4: 24,551 shares; 2022Q1: 24,588 shares; 2022Q2: 24,742 shares; 2022Q3: 24,604 shares; 2022Q4: 24,575 shares; 2023Q1: 24,942 shares; 2023Q2: 32,069 shares 32,069 $5.94M 0.96% +7,127 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 12,908 shares; 2021Q4: 14,009 shares; 2022Q1: 15,364 shares; 2022Q2: 16,126 shares; 2022Q3: 16,577 shares; 2022Q4: 19,850 shares; 2023Q1: 20,150 shares; 2023Q2: 19,994 shares 19,994 $5.5M 0.89% -156 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,609 shares; 2021Q4: 2,611 shares; 2022Q1: 2,507 shares; 2022Q2: 2,541 shares; 2022Q3: 2,489 shares; 2022Q4: 2,502 shares; 2023Q1: 2,468 shares; 2023Q2: 5,964 shares 5,964 $5.17M 0.84% +3,496 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,163 shares; 2021Q4: 2,188 shares; 2022Q1: 2,194 shares; 2022Q2: 2,256 shares; 2022Q3: 44,081 shares; 2022Q4: 44,209 shares; 2023Q1: 43,557 shares; 2023Q2: 42,753 shares 42,753 $5.12M 0.83% -804 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 35,165 shares; 2021Q4: 35,130 shares; 2022Q1: 34,020 shares; 2022Q2: 33,581 shares; 2022Q3: 33,166 shares; 2022Q4: 31,811 shares; 2023Q1: 30,844 shares; 2023Q2: 30,334 shares 30,334 $5.02M 0.81% -510 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 104,414 shares; 2021Q4: 107,254 shares; 2022Q1: 109,231 shares; 2022Q2: 108,410 shares; 2022Q3: 105,201 shares; 2022Q4: 78,682 shares; 2023Q1: 74,552 shares; 2023Q2: 73,631 shares 73,631 $4.6M 0.75% -921 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; 2021Q3: 17,097 shares; 2021Q4: 18,545 shares; 2022Q1: 19,696 shares; 2022Q2: 20,542 shares; 2022Q3: 21,554 shares; 2022Q4: 21,480 shares; 2023Q1: 21,609 shares; 2023Q2: 21,551 shares 21,551 $4.29M 0.7% -58 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6,578 shares; 2021Q4: 6,578 shares; 2022Q1: 6,617 shares; 2022Q2: 6,703 shares; 2022Q3: 6,959 shares; 2022Q4: 6,459 shares; 2023Q1: 6,444 shares; 2023Q2: 23,837 shares 23,837 $4.25M 0.69% +17,393 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 194,854 shares; 2022Q2: 229,577 shares; 2022Q3: 196,296 shares; 2022Q4: 95,193 shares; 2023Q1: 94,704 shares; 2023Q2: 82,204 shares 82,204 $4.16M 0.68% -12,500 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; 2021Q3: 9,807 shares; 2021Q4: 9,771 shares; 2022Q1: 9,269 shares; 2022Q2: 9,665 shares; 2022Q3: 9,695 shares; 2022Q4: 10,013 shares; 2023Q1: 10,392 shares; 2023Q2: 11,201 shares 11,201 $3.82M 0.62% +809 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; 2021Q3: 1,322 shares; 2021Q4: 1,334 shares; 2022Q1: 1,349 shares; 2022Q2: 29,504 shares; 2022Q3: 30,395 shares; 2022Q4: 30,302 shares; 2023Q1: 28,171 shares; 2023Q2: 28,305 shares 28,305 $3.69M 0.6% +134 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; 2021Q3: 26,819 shares; 2021Q4: 28,231 shares; 2022Q1: 29,321 shares; 2022Q2: 31,189 shares; 2022Q3: 33,581 shares; 2022Q4: 34,314 shares; 2023Q1: 35,208 shares; 2023Q2: 35,084 shares 35,084 $3.64M 0.59% -124 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; 2021Q3: 15,297 shares; 2021Q4: 15,205 shares; 2022Q1: 14,916 shares; 2022Q2: 22,308 shares; 2022Q3: 22,805 shares; 2022Q4: 22,862 shares; 2023Q1: 24,304 shares; 2023Q2: 40,357 shares 40,357 $3.6M 0.58% +16,053 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 536 shares; 2021Q4: 541 shares; 2022Q1: 543 shares; 2022Q2: 547 shares; 2022Q3: 0 shares; 2022Q4: not reported; 2023Q1: 8,045 shares; 2023Q2: 70,852 shares 70,852 $3.58M 0.58% +62,807 Timeline SPGP 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 795 shares; 2022Q3: 8,698 shares; 2022Q4: 24,645 shares; 2023Q1: 36,994 shares; 2023Q2: 36,832 shares 36,832 $3.34M 0.54% -162 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; 2021Q3: 16,187 shares; 2021Q4: 16,154 shares; 2022Q1: 16,155 shares; 2022Q2: 16,507 shares; 2022Q3: 16,617 shares; 2022Q4: 16,618 shares; 2023Q1: 16,620 shares; 2023Q2: 21,229 shares 21,229 $3.22M 0.52% +4,609 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,418 shares; 2021Q4: 2,244 shares; 2022Q1: 2,187 shares; 2022Q2: 1,990 shares; 2022Q3: 1,962 shares; 2022Q4: 1,993 shares; 2023Q1: 1,987 shares; 2023Q2: 6,961 shares 6,961 $3.2M 0.52% +4,974 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 66,470 shares; 2021Q4: 65,983 shares; 2022Q1: 62,401 shares; 2022Q2: 60,027 shares; 2022Q3: 58,697 shares; 2022Q4: 54,374 shares; 2023Q1: 54,216 shares; 2023Q2: 46,181 shares 46,181 $3.19M 0.52% -8,035 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; 2021Q3: 7,300 shares; 2021Q4: 7,300 shares; 2022Q1: 40,036 shares; 2022Q2: 41,349 shares; 2022Q3: 39,932 shares; 2022Q4: 63,944 shares; 2023Q1: 75,656 shares; 2023Q2: 98,031 shares 98,031 $3.17M 0.51% +22,375 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 36,747 shares; 2021Q4: 35,810 shares; 2022Q1: 35,810 shares; 2022Q2: 35,810 shares; 2022Q3: 35,810 shares; 2022Q4: 35,810 shares; 2023Q1: 35,810 shares; 2023Q2: 35,810 shares 35,810 $3.11M 0.5% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 7,136 shares; 2021Q4: 43,825 shares; 2022Q1: 180,232 shares; 2022Q2: 190,350 shares; 2022Q3: 181,515 shares; 2022Q4: 162,389 shares; 2023Q1: 161,691 shares; 2023Q2: 160,341 shares 160,341 $3.11M 0.5% -1,350 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 140,827 shares; 2022Q2: 151,617 shares; 2022Q3: 135,045 shares; 2022Q4: 61,397 shares; 2023Q1: 48,345 shares; 2023Q2: 61,107 shares 61,107 $3.07M 0.5% +12,762 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; 2021Q3: 13,247 shares; 2021Q4: 18,608 shares; 2022Q1: 27,670 shares; 2022Q2: 28,366 shares; 2022Q3: 24,900 shares; 2022Q4: 22,021 shares; 2023Q1: 20,662 shares; 2023Q2: 20,232 shares 20,232 $3.03M 0.49% -430 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; 2021Q3: 14,197 shares; 2021Q4: 14,856 shares; 2022Q1: 21,538 shares; 2022Q2: 29,599 shares; 2022Q3: 38,776 shares; 2022Q4: 55,599 shares; 2023Q1: 72,088 shares; 2023Q2: 74,015 shares 74,015 $3.01M 0.49% +1,927 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; 2021Q3: 7,798 shares; 2021Q4: 7,592 shares; 2022Q1: 6,428 shares; 2022Q2: 6,492 shares; 2022Q3: 7,088 shares; 2022Q4: 10,461 shares; 2023Q1: 10,622 shares; 2023Q2: 10,329 shares 10,329 $2.92M 0.47% -293 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; 2021Q3: 35,832 shares; 2021Q4: 27,314 shares; 2022Q1: 26,992 shares; 2022Q2: 25,414 shares; 2022Q3: 25,417 shares; 2022Q4: 24,745 shares; 2023Q1: 25,178 shares; 2023Q2: 25,430 shares 25,430 $2.73M 0.44% +252 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; 2021Q3: 41,845 shares; 2021Q4: 40,361 shares; 2022Q1: 39,371 shares; 2022Q2: 47,737 shares; 2022Q3: 54,250 shares; 2022Q4: 66,600 shares; 2023Q1: 65,002 shares; 2023Q2: 65,371 shares 65,371 $2.72M 0.44% +369 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 12,849 shares; 2021Q4: 14,011 shares; 2022Q1: 14,508 shares; 2022Q2: 14,911 shares; 2022Q3: 14,936 shares; 2022Q4: 11,886 shares; 2023Q1: 11,577 shares; 2023Q2: 10,778 shares 10,778 $2.67M 0.43% -799 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,469 shares; 2021Q4: 2,475 shares; 2022Q1: 2,460 shares; 2022Q2: 2,412 shares; 2022Q3: 2,359 shares; 2022Q4: 2,284 shares; 2023Q1: 2,416 shares; 2023Q2: 5,728 shares 5,728 $2.61M 0.42% +3,312 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,951 shares; 2021Q4: 1,951 shares; 2022Q1: 1,951 shares; 2022Q2: 2,068 shares; 2022Q3: 2,053 shares; 2022Q4: 4,107 shares; 2023Q1: 6,424 shares; 2023Q2: 33,337 shares 33,337 $2.56M 0.41% +26,913 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; 2021Q3: 19,678 shares; 2021Q4: 20,223 shares; 2022Q1: 20,620 shares; 2022Q2: 19,585 shares; 2022Q3: 19,145 shares; 2022Q4: 16,564 shares; 2023Q1: 16,858 shares; 2023Q2: 17,046 shares 17,046 $2.48M 0.4% +188 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 10,357 shares; 2021Q4: 10,389 shares; 2022Q1: 10,308 shares; 2022Q2: 10,801 shares; 2022Q3: 10,658 shares; 2022Q4: 10,746 shares; 2023Q1: 10,753 shares; 2023Q2: 10,803 shares 10,803 $2.4M 0.39% +50 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; 2021Q3: 3,910 shares; 2021Q4: 4,031 shares; 2022Q1: 4,077 shares; 2022Q2: 4,075 shares; 2022Q3: 4,109 shares; 2022Q4: 4,339 shares; 2023Q1: 4,334 shares; 2023Q2: 4,329 shares 4,329 $2.33M 0.38% -5 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 9,609 shares; 2021Q4: 9,623 shares; 2022Q1: 9,637 shares; 2022Q2: 9,650 shares; 2022Q3: 9,666 shares; 2022Q4: 9,680 shares; 2023Q1: 9,334 shares; 2023Q2: 9,404 shares 9,404 $2.31M 0.38% +70 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 3,974 shares; 2022Q2: 10,447 shares; 2022Q3: 27,727 shares; 2022Q4: 34,239 shares; 2023Q1: 37,203 shares; 2023Q2: 37,843 shares 37,843 $2.28M 0.37% +640 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 22,260 shares; 2021Q4: 23,782 shares; 2022Q1: 27,382 shares; 2022Q2: 29,125 shares; 2022Q3: 29,070 shares; 2022Q4: 27,332 shares; 2023Q1: 28,258 shares; 2023Q2: 28,024 shares 28,024 $2.28M 0.37% -234 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; 2021Q3: 9,498 shares; 2021Q4: 10,112 shares; 2022Q1: 10,478 shares; 2022Q2: 10,942 shares; 2022Q3: 11,085 shares; 2022Q4: 10,739 shares; 2023Q1: 10,790 shares; 2023Q2: 10,855 shares 10,855 $2.23M 0.36% +65 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; 2021Q3: 4,553 shares; 2021Q4: 4,066 shares; 2022Q1: 4,709 shares; 2022Q2: 5,276 shares; 2022Q3: 6,109 shares; 2022Q4: 9,197 shares; 2023Q1: 8,269 shares; 2023Q2: 7,707 shares 7,707 $2.21M 0.36% -562 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2,233 shares; 2022Q3: 2,376 shares; 2022Q4: 41,925 shares; 2023Q1: 41,650 shares; 2023Q2: 41,650 shares 41,650 $2.18M 0.35% 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; 2021Q3: 5,220 shares; 2021Q4: 5,453 shares; 2022Q1: 5,245 shares; 2022Q2: 5,245 shares; 2022Q3: 4,689 shares; 2022Q4: 4,689 shares; 2023Q1: 4,689 shares; 2023Q2: 22,174 shares 22,174 $2.16M 0.35% +17,485 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; 2021Q3: 263 shares; 2021Q4: 263 shares; 2022Q1: 263 shares; 2022Q2: 230 shares; 2022Q3: 230 shares; 2022Q4: 230 shares; 2023Q1: 230 shares; 2023Q2: 26,630 shares 26,630 $2.16M 0.35% +26,400 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; 2021Q3: 5,446 shares; 2021Q4: 5,896 shares; 2022Q1: 7,079 shares; 2022Q2: 6,799 shares; 2022Q3: 6,953 shares; 2022Q4: 8,424 shares; 2023Q1: 9,800 shares; 2023Q2: 25,094 shares 25,094 $2.13M 0.35% +15,294 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,014 shares; 2021Q4: 4,014 shares; 2022Q1: 4,014 shares; 2022Q2: 4,014 shares; 2022Q3: 4,014 shares; 2022Q4: 4,014 shares; 2023Q1: 4,014 shares; 2023Q2: 4,014 shares 4,014 $2.02M 0.33% 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; 2021Q3: 51,589 shares; 2021Q4: 51,229 shares; 2022Q1: 49,357 shares; 2022Q2: 53,389 shares; 2022Q3: 54,766 shares; 2022Q4: 53,730 shares; 2023Q1: 53,131 shares; 2023Q2: 54,934 shares 54,934 $2.01M 0.33% +1,803 Timeline FDBC FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 40,520 shares; 2021Q4: 40,520 shares; 2022Q1: 40,520 shares; 2022Q2: 40,520 shares; 2022Q3: 40,520 shares; 2022Q4: 40,520 shares; 2023Q1: 40,520 shares; 2023Q2: 40,520 shares 40,520 $1.97M 0.32% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 49,742 shares; 2021Q4: 49,597 shares; 2022Q1: 49,597 shares; 2022Q2: 49,597 shares; 2022Q3: 49,597 shares; 2022Q4: 49,597 shares; 2023Q1: 49,597 shares; 2023Q2: 49,308 shares 49,308 $1.97M 0.32% -289 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 9,735 shares; 2021Q4: 9,729 shares; 2022Q1: 9,830 shares; 2022Q2: 10,030 shares; 2022Q3: 10,280 shares; 2022Q4: 11,345 shares; 2023Q1: 12,283 shares; 2023Q2: 12,431 shares 12,431 $1.96M 0.32% +148 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 20,067 shares 20,067 $1.91M 0.31% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 26,011 shares 26,011 $1.89M 0.31% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 11,688 shares 11,688 $1.73M 0.28% new 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; 2021Q3: 20,852 shares; 2021Q4: 20,424 shares; 2022Q1: 20,814 shares; 2022Q2: 20,781 shares; 2022Q3: 18,283 shares; 2022Q4: 17,653 shares; 2023Q1: 20,732 shares; 2023Q2: 46,340 shares 46,340 $1.72M 0.28% +25,608 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 12,715 shares; 2021Q4: 12,898 shares; 2022Q1: 13,061 shares; 2022Q2: 12,916 shares; 2022Q3: 12,919 shares; 2022Q4: 12,244 shares; 2023Q1: 12,314 shares; 2023Q2: 12,580 shares 12,580 $1.69M 0.27% +266 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 223 shares; 2021Q4: 227 shares; 2022Q1: 229 shares; 2022Q2: 232 shares; 2022Q3: 238 shares; 2022Q4: 238 shares; 2023Q1: 241 shares; 2023Q2: 29,644 shares 29,644 $1.68M 0.27% +29,403 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 7,058 shares; 2021Q4: 5,825 shares; 2022Q1: 5,825 shares; 2022Q2: 5,729 shares; 2022Q3: 5,729 shares; 2022Q4: 5,869 shares; 2023Q1: 5,913 shares; 2023Q2: 5,902 shares 5,902 $1.66M 0.27% -11 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; 2021Q3: 4,424 shares; 2021Q4: 4,337 shares; 2022Q1: 4,158 shares; 2022Q2: 3,724 shares; 2022Q3: 3,579 shares; 2022Q4: 3,429 shares; 2023Q1: 3,400 shares; 2023Q2: 3,422 shares 3,422 $1.64M 0.27% +22 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,701 shares; 2021Q4: 4,308 shares; 2022Q1: 4,823 shares; 2022Q2: 4,883 shares; 2022Q3: 4,953 shares; 2022Q4: 5,959 shares; 2023Q1: 6,649 shares; 2023Q2: 6,676 shares 6,676 $1.64M 0.27% +27 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,207 shares; 2022Q2: 6,112 shares; 2022Q3: 9,271 shares; 2022Q4: 16,109 shares; 2023Q1: 17,159 shares; 2023Q2: 17,068 shares 17,068 $1.63M 0.26% -91 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,550 shares; 2021Q4: 1,469 shares; 2022Q1: 1,938 shares; 2022Q2: 1,991 shares; 2022Q3: 1,685 shares; 2022Q4: 2,572 shares; 2023Q1: 2,465 shares; 2023Q2: 8,596 shares 8,596 $1.61M 0.26% +6,131 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; 2021Q3: 4,303 shares; 2021Q4: 4,411 shares; 2022Q1: 4,340 shares; 2022Q2: 4,440 shares; 2022Q3: 4,214 shares; 2022Q4: 3,790 shares; 2023Q1: 3,651 shares; 2023Q2: 3,613 shares 3,613 $1.6M 0.26% -38 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 58,091 shares; 2022Q3: 164,777 shares; 2022Q4: 99,807 shares; 2023Q1: 91,650 shares; 2023Q2: 67,350 shares 67,350 $1.58M 0.26% -24,300 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,716 shares; 2021Q4: 2,084 shares; 2022Q1: 2,535 shares; 2022Q2: 2,739 shares; 2022Q3: 2,891 shares; 2022Q4: 3,148 shares; 2023Q1: 3,226 shares; 2023Q2: 3,168 shares 3,168 $1.55M 0.25% -58 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; 2021Q3: 7,113 shares; 2021Q4: 7,147 shares; 2022Q1: 7,533 shares; 2022Q2: 7,498 shares; 2022Q3: 18,210 shares; 2022Q4: 28,093 shares; 2023Q1: 28,070 shares; 2023Q2: 28,396 shares 28,396 $1.55M 0.25% +326 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 28,088 shares; 2021Q4: 27,636 shares; 2022Q1: 29,014 shares; 2022Q2: 29,332 shares; 2022Q3: 27,376 shares; 2022Q4: 28,009 shares; 2023Q1: 29,018 shares; 2023Q2: 29,214 shares 29,214 $1.54M 0.25% +196 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; 2021Q3: 5,568 shares; 2021Q4: 5,560 shares; 2022Q1: 21,744 shares; 2022Q2: 21,188 shares; 2022Q3: 21,191 shares; 2022Q4: 21,193 shares; 2023Q1: 21,195 shares; 2023Q2: 21,286 shares 21,286 $1.52M 0.25% +91 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 105,648 shares; 2021Q4: 105,654 shares; 2022Q1: 105,659 shares; 2022Q2: 105,666 shares; 2022Q3: 114,186 shares; 2022Q4: 114,193 shares; 2023Q1: 128,699 shares; 2023Q2: 90,882 shares 90,882 $1.49M 0.24% -37,817 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,899 shares; 2021Q4: 5,644 shares; 2022Q1: 6,739 shares; 2022Q2: 7,291 shares; 2022Q3: 7,120 shares; 2022Q4: 7,605 shares; 2023Q1: 7,679 shares; 2023Q2: 7,025 shares 7,025 $1.48M 0.24% -654 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 22,489 shares; 2021Q4: 22,277 shares; 2022Q1: 23,137 shares; 2022Q2: 28,880 shares; 2022Q3: 31,658 shares; 2022Q4: 32,934 shares; 2023Q1: 33,239 shares; 2023Q2: 33,301 shares 33,301 $1.46M 0.24% +62 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,549 shares; 2021Q4: 5,369 shares; 2022Q1: 5,593 shares; 2022Q2: 5,741 shares; 2022Q3: 5,680 shares; 2022Q4: 5,728 shares; 2023Q1: 5,755 shares; 2023Q2: 5,894 shares 5,894 $1.44M 0.23% +139 Timeline RWJ 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; 2021Q3: 4,025 shares; 2021Q4: 4,530 shares; 2022Q1: 14,299 shares; 2022Q2: 14,717 shares; 2022Q3: 14,717 shares; 2022Q4: 15,959 shares; 2023Q1: 15,286 shares; 2023Q2: 12,524 shares 12,524 $1.42M 0.23% -2,762 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; 2021Q3: 1,197 shares; 2021Q4: 1,362 shares; 2022Q1: 1,702 shares; 2022Q2: 1,777 shares; 2022Q3: 5,454 shares; 2022Q4: 5,409 shares; 2023Q1: 5,926 shares; 2023Q2: 5,526 shares 5,526 $1.41M 0.23% -400 Timeline SPHB 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; 2021Q3: 1,405 shares; 2021Q4: 1,405 shares; 2022Q1: 8,515 shares; 2022Q2: 8,458 shares; 2022Q3: 8,789 shares; 2022Q4: 18,220 shares; 2023Q1: 18,017 shares; 2023Q2: 18,167 shares 18,167 $1.39M 0.23% +150 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6,455 shares; 2021Q4: 6,158 shares; 2022Q1: 6,053 shares; 2022Q2: 5,648 shares; 2022Q3: 5,648 shares; 2022Q4: 6,606 shares; 2023Q1: 7,033 shares; 2023Q2: 11,548 shares 11,548 $1.38M 0.22% +4,515 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 8,532 shares; 2021Q4: 9,039 shares; 2022Q1: 10,134 shares; 2022Q2: 10,382 shares; 2022Q3: 10,904 shares; 2022Q4: 9,997 shares; 2023Q1: 10,411 shares; 2023Q2: 10,397 shares 10,397 $1.37M 0.22% -14 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,818 shares; 2021Q4: 2,883 shares; 2022Q1: 2,512 shares; 2022Q2: 3,442 shares; 2022Q3: 4,744 shares; 2022Q4: 7,250 shares; 2023Q1: 10,053 shares; 2023Q2: 10,902 shares 10,902 $1.3M 0.21% +849 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,804 shares; 2021Q4: 3,148 shares; 2022Q1: 3,452 shares; 2022Q2: 3,366 shares; 2022Q3: 3,434 shares; 2022Q4: 3,501 shares; 2023Q1: 3,338 shares; 2023Q2: 3,289 shares 3,289 $1.29M 0.21% -49 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 19,412 shares; 2021Q4: 19,412 shares; 2022Q1: 18,956 shares; 2022Q2: 18,956 shares; 2022Q3: 18,956 shares; 2022Q4: 18,956 shares; 2023Q1: 18,556 shares; 2023Q2: 18,400 shares 18,400 $1.28M 0.21% -156 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; 2021Q3: 1,007 shares; 2021Q4: 1,007 shares; 2022Q1: 1,007 shares; 2022Q2: 853 shares; 2022Q3: 853 shares; 2022Q4: 853 shares; 2023Q1: 853 shares; 2023Q2: 16,936 shares 16,936 $1.28M 0.21% +16,083 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; 2021Q3: 150 shares; 2021Q4: 150 shares; 2022Q1: 150 shares; 2022Q2: 150 shares; 2022Q3: 351 shares; 2022Q4: 1,499 shares; 2023Q1: 2,515 shares; 2023Q2: 6,320 shares 6,320 $1.27M 0.21% +3,805 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 12,915 shares; 2022Q2: 28,284 shares; 2022Q3: 26,595 shares; 2022Q4: 26,011 shares; 2023Q1: 33,252 shares; 2023Q2: 55,405 shares 55,405 $1.24M 0.2% +22,153 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; 2021Q3: 8,743 shares; 2021Q4: 7,696 shares; 2022Q1: 40,238 shares; 2022Q2: 28,773 shares; 2022Q3: 28,914 shares; 2022Q4: 23,200 shares; 2023Q1: 23,210 shares; 2023Q2: 22,783 shares 22,783 $1.21M 0.2% -427 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; 2021Q3: 34,070 shares; 2021Q4: 43,143 shares; 2022Q1: 44,689 shares; 2022Q2: 53,242 shares; 2022Q3: 53,242 shares; 2022Q4: 59,537 shares; 2023Q1: 59,537 shares; 2023Q2: 95,356 shares 95,356 $1.21M 0.2% +35,819 Timeline ACTVISION BLIZZARD INC ACTVISION BLIZZARD INC More: the full row for ACTVISION BLIZZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6,568 shares; 2021Q4: 16,631 shares; 2022Q1: 16,617 shares; 2022Q2: 16,192 shares; 2022Q3: 15,404 shares; 2022Q4: 15,075 shares; 2023Q1: 14,362 shares; 2023Q2: 14,330 shares 14,330 $1.21M 0.2% -32 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; 2021Q3: 21,725 shares; 2021Q4: 21,809 shares; 2022Q1: 21,217 shares; 2022Q2: 20,363 shares; 2022Q3: 19,983 shares; 2022Q4: 19,812 shares; 2023Q1: 19,944 shares; 2023Q2: 19,975 shares 19,975 $1.2M 0.2% +31 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 64,030 shares 64,030 $1.2M 0.19% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 21,146 shares; 2021Q4: 20,892 shares; 2022Q1: 19,921 shares; 2022Q2: 20,105 shares; 2022Q3: 20,109 shares; 2022Q4: 19,743 shares; 2023Q1: 18,898 shares; 2023Q2: 16,821 shares 16,821 $1.19M 0.19% -2,077 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 875 shares; 2021Q4: 903 shares; 2022Q1: 1,224 shares; 2022Q2: 1,498 shares; 2022Q3: 1,599 shares; 2022Q4: 1,874 shares; 2023Q1: 1,900 shares; 2023Q2: 1,820 shares 1,820 $1.17M 0.19% -80 BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 646 shares; 2022Q3: 114 shares; 2022Q4: 114 shares; 2023Q1: 114 shares; 2023Q2: 16,043 shares 16,043 $1.17M 0.19% +15,929 Timeline XMHQ 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; 2021Q3: 80 shares; 2021Q4: 80 shares; 2022Q1: 8,151 shares; 2022Q2: 8,891 shares; 2022Q3: 8,891 shares; 2022Q4: 14,751 shares; 2023Q1: 14,785 shares; 2023Q2: 14,073 shares 14,073 $1.14M 0.18% -712 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,048 shares; 2021Q4: 2,079 shares; 2022Q1: 4,232 shares; 2022Q2: 2,988 shares; 2022Q3: 3,278 shares; 2022Q4: 2,713 shares; 2023Q1: 2,631 shares; 2023Q2: 2,662 shares 2,662 $1.13M 0.18% +31 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,773 shares; 2021Q4: 3,039 shares; 2022Q1: 19,608 shares; 2022Q2: 19,609 shares; 2022Q3: 19,610 shares; 2022Q4: 19,590 shares; 2023Q1: 19,638 shares; 2023Q2: 19,632 shares 19,632 $1.12M 0.18% -6 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,931 shares; 2021Q4: 3,922 shares; 2022Q1: 3,981 shares; 2022Q2: 4,045 shares; 2022Q3: 4,177 shares; 2022Q4: 5,393 shares; 2023Q1: 6,553 shares; 2023Q2: 6,461 shares 6,461 $1.11M 0.18% -92 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,455 shares; 2021Q4: 4,480 shares; 2022Q1: 4,503 shares; 2022Q2: 4,506 shares; 2022Q3: 4,440 shares; 2022Q4: 4,427 shares; 2023Q1: 4,336 shares; 2023Q2: 4,516 shares 4,516 $1.11M 0.18% +180 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 33,533 shares; 2023Q1: 50,933 shares; 2023Q2: 36,868 shares 36,868 $1.09M 0.18% -14,065 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 30,269 shares 30,269 $1.08M 0.18% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,276 shares; 2021Q4: 1,869 shares; 2022Q1: 2,637 shares; 2022Q2: 2,731 shares; 2022Q3: 2,731 shares; 2022Q4: 2,209 shares; 2023Q1: 1,968 shares; 2023Q2: 2,283 shares 2,283 $1.07M 0.17% +315 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,322 shares; 2021Q4: 2,316 shares; 2022Q1: 2,317 shares; 2022Q2: 2,318 shares; 2022Q3: 2,320 shares; 2022Q4: 2,322 shares; 2023Q1: 2,323 shares; 2023Q2: 2,400 shares 2,400 $1.07M 0.17% +77 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 10,904 shares; 2021Q4: 11,222 shares; 2022Q1: 12,175 shares; 2022Q2: 12,317 shares; 2022Q3: 12,249 shares; 2022Q4: 12,005 shares; 2023Q1: 11,155 shares; 2023Q2: 10,738 shares 10,738 $1.06M 0.17% -417 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 12,844 shares; 2021Q4: 12,606 shares; 2022Q1: 12,009 shares; 2022Q2: 11,092 shares; 2022Q3: 10,827 shares; 2022Q4: 10,831 shares; 2023Q1: 10,835 shares; 2023Q2: 10,840 shares 10,840 $1.06M 0.17% +5 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; 2021Q3: 6,682 shares; 2021Q4: 6,669 shares; 2022Q1: 14,851 shares; 2022Q2: 9,841 shares; 2022Q3: 9,773 shares; 2022Q4: 7,490 shares; 2023Q1: 7,799 shares; 2023Q2: 7,896 shares 7,896 $1.06M 0.17% +97 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 39 shares; 2023Q2: 13,915 shares 13,915 $1.04M 0.17% +13,876 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,704 shares; 2021Q4: 3,866 shares; 2022Q1: 3,866 shares; 2022Q2: 4,093 shares; 2022Q3: 4,093 shares; 2022Q4: 3,995 shares; 2023Q1: 4,282 shares; 2023Q2: 4,282 shares 4,282 $1.04M 0.17% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,812 shares; 2021Q4: 4,786 shares; 2022Q1: 4,634 shares; 2022Q2: 4,527 shares; 2022Q3: 4,534 shares; 2022Q4: 3,623 shares; 2023Q1: 3,743 shares; 2023Q2: 3,326 shares 3,326 $1.03M 0.17% -417 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; 2021Q3: 1,258 shares; 2021Q4: 1,444 shares; 2022Q1: 2,395 shares; 2022Q2: 8,639 shares; 2022Q3: 8,961 shares; 2022Q4: 11,817 shares; 2023Q1: 12,442 shares; 2023Q2: 15,458 shares 15,458 $1.03M 0.17% +3,016 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 308 shares; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10,572 shares 10,572 $1.02M 0.17% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 550 shares; 2021Q4: 550 shares; 2022Q1: 8,016 shares; 2022Q2: 8,016 shares; 2022Q3: 8,016 shares; 2022Q4: 8,277 shares; 2023Q1: 8,597 shares; 2023Q2: 9,648 shares 9,648 $1000K 0.16% +1,051 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 7,035 shares; 2021Q4: 6,735 shares; 2022Q1: 6,962 shares; 2022Q2: 6,922 shares; 2022Q3: 6,610 shares; 2022Q4: 6,611 shares; 2023Q1: 6,613 shares; 2023Q2: 6,222 shares 6,222 $982K 0.16% -391 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 221 shares; 2022Q2: 221 shares; 2022Q3: 221 shares; 2022Q4: 221 shares; 2023Q1: 250 shares; 2023Q2: 8,964 shares 8,964 $969K 0.16% +8,714 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,542 shares; 2021Q4: 4,543 shares; 2022Q1: 4,543 shares; 2022Q2: 4,544 shares; 2022Q3: 4,919 shares; 2022Q4: 7,245 shares; 2023Q1: 9,599 shares; 2023Q2: 9,546 shares 9,546 $957K 0.16% -53 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 503 shares; 2021Q4: 503 shares; 2022Q1: 506 shares; 2022Q2: 494 shares; 2022Q3: 8,723 shares; 2022Q4: 8,073 shares; 2023Q1: 7,733 shares; 2023Q2: 7,723 shares 7,723 $934K 0.15% -10 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 427 shares; 2021Q4: 563 shares; 2022Q1: 1,236 shares; 2022Q2: 2,319 shares; 2022Q3: 2,399 shares; 2022Q4: 2,468 shares; 2023Q1: 2,341 shares; 2023Q2: 2,099 shares 2,099 $925K 0.15% -242 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; 2021Q3: 22,448 shares; 2021Q4: 22,572 shares; 2022Q1: 22,150 shares; 2022Q2: 21,159 shares; 2022Q3: 21,232 shares; 2022Q4: 18,615 shares; 2023Q1: 17,600 shares; 2023Q2: 17,816 shares 17,816 $922K 0.15% +216 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,169 shares; 2021Q4: 2,169 shares; 2022Q1: 2,169 shares; 2022Q2: 2,016 shares; 2022Q3: 1,964 shares; 2022Q4: 1,964 shares; 2023Q1: 1,964 shares; 2023Q2: 22,294 shares 22,294 $882K 0.14% +20,330 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6,436 shares; 2021Q4: 16,456 shares; 2022Q1: 14,553 shares; 2022Q2: 15,668 shares; 2022Q3: 21,161 shares; 2022Q4: 21,554 shares; 2023Q1: 22,886 shares; 2023Q2: 23,248 shares 23,248 $879K 0.14% +362 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,793 shares; 2021Q4: 3,793 shares; 2022Q1: 3,793 shares; 2022Q2: 3,793 shares; 2022Q3: 3,793 shares; 2022Q4: 3,793 shares; 2023Q1: 3,472 shares; 2023Q2: 3,472 shares 3,472 $846K 0.14% 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; 2021Q3: 4,498 shares; 2021Q4: 4,271 shares; 2022Q1: 4,404 shares; 2022Q2: 4,501 shares; 2022Q3: 4,486 shares; 2022Q4: 4,342 shares; 2023Q1: 4,027 shares; 2023Q2: 3,991 shares 3,991 $843K 0.14% -36 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,184 shares; 2021Q4: 3,143 shares; 2022Q1: 3,122 shares; 2022Q2: 3,218 shares; 2022Q3: 3,294 shares; 2022Q4: 2,924 shares; 2023Q1: 2,927 shares; 2023Q2: 2,814 shares 2,814 $840K 0.14% -113 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 520 shares; 2021Q4: 520 shares; 2022Q1: 520 shares; 2022Q2: 520 shares; 2022Q3: 520 shares; 2022Q4: 520 shares; 2023Q1: 520 shares; 2023Q2: 10,620 shares 10,620 $831K 0.13% +10,100 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; 2021Q3: 16,888 shares; 2021Q4: 13,536 shares; 2022Q1: 12,778 shares; 2022Q2: 12,797 shares; 2022Q3: 12,356 shares; 2022Q4: 12,298 shares; 2023Q1: 12,315 shares; 2023Q2: 12,863 shares 12,863 $823K 0.13% +548 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; 2021Q3: 1,500 shares; 2021Q4: 1,565 shares; 2022Q1: 1,565 shares; 2022Q2: 1,565 shares; 2022Q3: 1,950 shares; 2022Q4: 3,593 shares; 2023Q1: 4,712 shares; 2023Q2: 4,700 shares 4,700 $819K 0.13% -12 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; 2021Q3: 8,926 shares; 2021Q4: 8,928 shares; 2022Q1: 8,139 shares; 2022Q2: 8,141 shares; 2022Q3: 8,143 shares; 2022Q4: 8,465 shares; 2023Q1: 8,869 shares; 2023Q2: 8,838 shares 8,838 $799K 0.13% -31 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,537 shares; 2021Q4: 3,272 shares; 2022Q1: 4,492 shares; 2022Q2: 5,030 shares; 2022Q3: 5,359 shares; 2022Q4: 7,038 shares; 2023Q1: 7,641 shares; 2023Q2: 6,806 shares 6,806 $775K 0.13% -835 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; 2021Q3: 1,969 shares; 2021Q4: 2,376 shares; 2022Q1: 2,785 shares; 2022Q2: 2,511 shares; 2022Q3: 2,604 shares; 2022Q4: 3,002 shares; 2023Q1: 3,331 shares; 2023Q2: 3,408 shares 3,408 $769K 0.12% +77 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,357 shares; 2021Q4: 2,643 shares; 2022Q1: 3,441 shares; 2022Q2: 3,575 shares; 2022Q3: 3,712 shares; 2022Q4: 5,263 shares; 2023Q1: 6,119 shares; 2023Q2: 6,172 shares 6,172 $757K 0.12% +53 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 26,039 shares; 2021Q4: 22,787 shares; 2022Q1: 21,587 shares; 2022Q2: 22,362 shares; 2022Q3: 21,282 shares; 2022Q4: 12,757 shares; 2023Q1: 11,129 shares; 2023Q2: 10,386 shares 10,386 $754K 0.12% -743 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 254 shares; 2021Q4: 254 shares; 2022Q1: 3,987 shares; 2022Q2: 3,987 shares; 2022Q3: 4,212 shares; 2022Q4: 5,772 shares; 2023Q1: 7,412 shares; 2023Q2: 7,894 shares 7,894 $753K 0.12% +482 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; 2021Q3: 5,263 shares; 2021Q4: 5,263 shares; 2022Q1: 5,263 shares; 2022Q2: 5,263 shares; 2022Q3: 5,263 shares; 2022Q4: 5,263 shares; 2023Q1: 5,339 shares; 2023Q2: 5,939 shares 5,939 $748K 0.12% +600 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 5,259 shares; 2021Q4: 5,259 shares; 2022Q1: 5,259 shares; 2022Q2: 5,259 shares; 2022Q3: 5,259 shares; 2022Q4: 5,896 shares; 2023Q1: 6,122 shares; 2023Q2: 6,825 shares 6,825 $744K 0.12% +703 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: 45 shares; 2022Q1: 357 shares; 2022Q2: 435 shares; 2022Q3: 500 shares; 2022Q4: 968 shares; 2023Q1: 1,206 shares; 2023Q2: 1,485 shares 1,485 $720K 0.12% +279 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 44 shares; 2023Q1: not reported; 2023Q2: 1,479 shares 1,479 $708K 0.11% new 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; 2021Q3: 3,660 shares; 2021Q4: 3,663 shares; 2022Q1: 3,668 shares; 2022Q2: 3,694 shares; 2022Q3: 3,698 shares; 2022Q4: 3,703 shares; 2023Q1: 3,680 shares; 2023Q2: 9,487 shares 9,487 $704K 0.11% +5,807 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; 2021Q3: 13,612 shares; 2021Q4: 13,768 shares; 2022Q1: 13,722 shares; 2022Q2: 13,621 shares; 2022Q3: 13,205 shares; 2022Q4: 12,877 shares; 2023Q1: 14,014 shares; 2023Q2: 15,392 shares 15,392 $697K 0.11% +1,378 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; 2021Q3: 1,536 shares; 2021Q4: 1,536 shares; 2022Q1: 1,536 shares; 2022Q2: 1,656 shares; 2022Q3: 2,048 shares; 2022Q4: 5,721 shares; 2023Q1: 7,930 shares; 2023Q2: 9,035 shares 9,035 $696K 0.11% +1,105 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 79 shares; 2021Q4: 114 shares; 2022Q1: 156 shares; 2022Q2: 1,350 shares; 2022Q3: 1,350 shares; 2022Q4: 15,902 shares; 2023Q1: 15,502 shares; 2023Q2: 10,750 shares 10,750 $694K 0.11% -4,752 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 179 shares; 2021Q4: 204 shares; 2022Q1: 204 shares; 2022Q2: 204 shares; 2022Q3: 204 shares; 2022Q4: 204 shares; 2023Q1: 204 shares; 2023Q2: 7,044 shares 7,044 $690K 0.11% +6,840 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,252 shares; 2021Q4: 3,252 shares; 2022Q1: 3,252 shares; 2022Q2: 3,252 shares; 2022Q3: 3,514 shares; 2022Q4: 5,907 shares; 2023Q1: 7,972 shares; 2023Q2: 8,024 shares 8,024 $682K 0.11% +52 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; 2021Q3: 482 shares; 2021Q4: 483 shares; 2022Q1: 485 shares; 2022Q2: 345 shares; 2022Q3: 412 shares; 2022Q4: 682 shares; 2023Q1: 945 shares; 2023Q2: 985 shares 985 $681K 0.11% +40 URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 307 shares; 2021Q4: 408 shares; 2022Q1: 790 shares; 2022Q2: 799 shares; 2022Q3: 886 shares; 2022Q4: 1,281 shares; 2023Q1: 1,358 shares; 2023Q2: 1,516 shares 1,516 $675K 0.11% +158 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 19,004 shares; 2021Q4: 13,037 shares; 2022Q1: 14,775 shares; 2022Q2: 14,885 shares; 2022Q3: 13,684 shares; 2022Q4: 16,459 shares; 2023Q1: 18,306 shares; 2023Q2: 41,270 shares 41,270 $658K 0.11% +22,964 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 412 shares; 2021Q4: 412 shares; 2022Q1: 412 shares; 2022Q2: 437 shares; 2022Q3: 442 shares; 2022Q4: 455 shares; 2023Q1: 426 shares; 2023Q2: 4,630 shares 4,630 $652K 0.11% +4,204 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: 3,804 shares; 2022Q1: 18,742 shares; 2022Q2: 23,838 shares; 2022Q3: 26,778 shares; 2022Q4: 38,475 shares; 2023Q1: 45,074 shares; 2023Q2: 39,755 shares 39,755 $649K 0.11% -5,319 Timeline SPHQ 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 22,133 shares; 2022Q2: 22,448 shares; 2022Q3: 22,460 shares; 2022Q4: 11,490 shares; 2023Q1: 10,835 shares; 2023Q2: 12,681 shares 12,681 $640K 0.1% +1,846 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,562 shares; 2021Q4: 4,556 shares; 2022Q1: 6,039 shares; 2022Q2: 6,402 shares; 2022Q3: 6,299 shares; 2022Q4: 5,171 shares; 2023Q1: 5,080 shares; 2023Q2: 8,375 shares 8,375 $634K 0.1% +3,295 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; 2021Q3: 495 shares; 2021Q4: 647 shares; 2022Q1: 824 shares; 2022Q2: 827 shares; 2022Q3: 848 shares; 2022Q4: 1,089 shares; 2023Q1: 1,259 shares; 2023Q2: 1,195 shares 1,195 $624K 0.1% -64 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,967 shares; 2021Q4: 1,967 shares; 2022Q1: 1,967 shares; 2022Q2: 1,967 shares; 2022Q3: 1,967 shares; 2022Q4: 1,967 shares; 2023Q1: 1,967 shares; 2023Q2: 4,471 shares 4,471 $619K 0.1% +2,504 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 10,350 shares; 2022Q3: 86,514 shares; 2022Q4: 58,248 shares; 2023Q1: 55,398 shares; 2023Q2: 25,148 shares 25,148 $619K 0.1% -30,250 IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 7,121 shares; 2021Q4: 6,911 shares; 2022Q1: 6,914 shares; 2022Q2: 6,918 shares; 2022Q3: 6,923 shares; 2022Q4: 7,372 shares; 2023Q1: 8,287 shares; 2023Q2: 8,183 shares 8,183 $614K 0.1% -104 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 3,550 shares; 2022Q3: 56,236 shares; 2022Q4: 32,629 shares; 2023Q1: 29,050 shares; 2023Q2: 25,050 shares 25,050 $614K 0.1% -4,000 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6,870 shares; 2021Q4: 4,709 shares; 2022Q1: 4,935 shares; 2022Q2: 6,414 shares; 2022Q3: 6,699 shares; 2022Q4: 7,465 shares; 2023Q1: 7,195 shares; 2023Q2: 7,340 shares 7,340 $612K 0.1% +145 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 574 shares; 2021Q4: 574 shares; 2022Q1: 564 shares; 2022Q2: 564 shares; 2022Q3: 2,236 shares; 2022Q4: 2,409 shares; 2023Q1: 2,270 shares; 2023Q2: 2,315 shares 2,315 $606K 0.1% +45 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 279 shares; 2021Q4: 82 shares; 2022Q1: 90 shares; 2022Q2: 122 shares; 2022Q3: 122 shares; 2022Q4: 82 shares; 2023Q1: 82 shares; 2023Q2: 7,547 shares 7,547 $596K 0.1% +7,465 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,270 shares 7,270 $589K 0.1% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,320 shares; 2021Q4: 1,320 shares; 2022Q1: 1,320 shares; 2022Q2: 1,320 shares; 2022Q3: 1,861 shares; 2022Q4: 4,538 shares; 2023Q1: 6,859 shares; 2023Q2: 6,680 shares 6,680 $583K 0.09% -179 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,175 shares 5,175 $572K 0.09% new Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 148 shares; 2022Q4: 2,007 shares; 2023Q1: 3,637 shares; 2023Q2: 3,450 shares 3,450 $568K 0.09% -187 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; 2021Q3: 1,465 shares; 2021Q4: 1,465 shares; 2022Q1: 1,465 shares; 2022Q2: 1,200 shares; 2022Q3: 1,365 shares; 2022Q4: 3,253 shares; 2023Q1: 5,041 shares; 2023Q2: 6,741 shares 6,741 $568K 0.09% +1,700 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 566 shares; 2021Q4: 566 shares; 2022Q1: 608 shares; 2022Q2: 430 shares; 2022Q3: 637 shares; 2022Q4: 2,989 shares; 2023Q1: 4,446 shares; 2023Q2: 3,524 shares 3,524 $566K 0.09% -922 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: 2,919 shares; 2022Q1: 12,522 shares; 2022Q2: 13,767 shares; 2022Q3: 13,705 shares; 2022Q4: 12,487 shares; 2023Q1: 12,444 shares; 2023Q2: 11,929 shares 11,929 $566K 0.09% -515 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 326 shares; 2021Q4: 334 shares; 2022Q1: 398 shares; 2022Q2: 593 shares; 2022Q3: 714 shares; 2022Q4: 1,905 shares; 2023Q1: 2,957 shares; 2023Q2: 3,197 shares 3,197 $563K 0.09% +240 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 15,000 shares 15,000 $556K 0.09% new Timeline KBWB 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 13,526 shares 13,526 $555K 0.09% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 376 shares; 2021Q4: 541 shares; 2022Q1: 672 shares; 2022Q2: 714 shares; 2022Q3: 891 shares; 2022Q4: 2,379 shares; 2023Q1: 4,013 shares; 2023Q2: 3,761 shares 3,761 $552K 0.09% -252 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; 2021Q3: 3,715 shares; 2021Q4: 3,715 shares; 2022Q1: 3,715 shares; 2022Q2: 3,715 shares; 2022Q3: 3,715 shares; 2022Q4: 3,715 shares; 2023Q1: 3,715 shares; 2023Q2: 3,615 shares 3,615 $552K 0.09% -100 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 690 shares; 2022Q2: 1,098 shares; 2022Q3: 2,096 shares; 2022Q4: 6,265 shares; 2023Q1: 8,948 shares; 2023Q2: 9,156 shares 9,156 $546K 0.09% +208 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6,696 shares; 2021Q4: 5,223 shares; 2022Q1: 5,173 shares; 2022Q2: 5,015 shares; 2022Q3: 4,974 shares; 2022Q4: 4,895 shares; 2023Q1: 5,031 shares; 2023Q2: 4,904 shares 4,904 $539K 0.09% -127 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,544 shares; 2021Q4: 3,544 shares; 2022Q1: 3,365 shares; 2022Q2: 3,624 shares; 2022Q3: 3,911 shares; 2022Q4: 6,069 shares; 2023Q1: 8,729 shares; 2023Q2: 9,081 shares 9,081 $534K 0.09% +352 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 78 shares; 2022Q4: 1,716 shares; 2023Q1: 3,141 shares; 2023Q2: 3,569 shares 3,569 $532K 0.09% +428 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 50,587 shares; 2022Q3: 56,726 shares; 2022Q4: 25,100 shares; 2023Q1: 23,600 shares; 2023Q2: 21,800 shares 21,800 $531K 0.09% -1,800 VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 1,072 shares; 2022Q3: 1,024 shares; 2022Q4: 3,798 shares; 2023Q1: 3,984 shares; 2023Q2: 9,406 shares 9,406 $527K 0.09% +5,422 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6,101 shares; 2021Q4: 6,268 shares; 2022Q1: 6,268 shares; 2022Q2: 6,268 shares; 2022Q3: 6,268 shares; 2022Q4: 6,268 shares; 2023Q1: 6,197 shares; 2023Q2: 6,197 shares 6,197 $527K 0.09% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 184 shares; 2021Q4: 184 shares; 2022Q1: 184 shares; 2022Q2: 184 shares; 2022Q3: 303 shares; 2022Q4: 917 shares; 2023Q1: 1,490 shares; 2023Q2: 1,405 shares 1,405 $526K 0.09% -85 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 240 shares; 2021Q4: 2,715 shares; 2022Q1: 3,540 shares; 2022Q2: 3,540 shares; 2022Q3: 3,560 shares; 2022Q4: 6,615 shares; 2023Q1: 10,425 shares; 2023Q2: 11,118 shares 11,118 $523K 0.08% +693 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 75 shares; 2021Q4: 75 shares; 2022Q1: 674 shares; 2022Q2: 773 shares; 2022Q3: 843 shares; 2022Q4: 1,616 shares; 2023Q1: 1,893 shares; 2023Q2: 1,710 shares 1,710 $522K 0.08% -183 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10,307 shares 10,307 $515K 0.08% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 529 shares; 2021Q4: 529 shares; 2022Q1: 529 shares; 2022Q2: 529 shares; 2022Q3: 685 shares; 2022Q4: 2,381 shares; 2023Q1: 3,914 shares; 2023Q2: 4,508 shares 4,508 $513K 0.08% +594 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,885 shares; 2021Q4: 5,441 shares; 2022Q1: 11,988 shares; 2022Q2: 16,259 shares; 2022Q3: 14,628 shares; 2022Q4: 14,619 shares; 2023Q1: 9,006 shares; 2023Q2: 10,370 shares 10,370 $511K 0.08% +1,364 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 19,012 shares; 2021Q4: 17,411 shares; 2022Q1: 17,654 shares; 2022Q2: 17,345 shares; 2022Q3: 17,204 shares; 2022Q4: 17,585 shares; 2023Q1: 16,223 shares; 2023Q2: 15,245 shares 15,245 $510K 0.08% -978 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 337 shares; 2021Q4: 400 shares; 2022Q1: 400 shares; 2022Q2: 400 shares; 2022Q3: 623 shares; 2022Q4: 3,022 shares; 2023Q1: 5,158 shares; 2023Q2: 5,594 shares 5,594 $510K 0.08% +436 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,731 shares; 2021Q4: 1,746 shares; 2022Q1: 1,631 shares; 2022Q2: 1,631 shares; 2022Q3: 1,443 shares; 2022Q4: 1,443 shares; 2023Q1: 1,443 shares; 2023Q2: 1,443 shares 1,443 $508K 0.08% 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; 2021Q3: 1,872 shares; 2021Q4: 2,478 shares; 2022Q1: 3,267 shares; 2022Q2: 3,104 shares; 2022Q3: 3,130 shares; 2022Q4: 3,066 shares; 2023Q1: 2,837 shares; 2023Q2: 2,431 shares 2,431 $504K 0.08% -406 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 10,333 shares; 2022Q4: 9,303 shares; 2023Q1: 13,865 shares; 2023Q2: 14,064 shares 14,064 $501K 0.08% +199 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 285 shares; 2022Q4: 2,273 shares; 2023Q1: 3,804 shares; 2023Q2: 3,553 shares 3,553 $492K 0.08% -251 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,709 shares; 2021Q4: 2,733 shares; 2022Q1: 2,698 shares; 2022Q2: 2,378 shares; 2022Q3: 2,378 shares; 2022Q4: 2,611 shares; 2023Q1: 2,764 shares; 2023Q2: 2,721 shares 2,721 $488K 0.08% -43 Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 125 shares; 2022Q4: 1,028 shares; 2023Q1: 1,850 shares; 2023Q2: 2,345 shares 2,345 $486K 0.08% +495 VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 355 shares; 2021Q4: 355 shares; 2022Q1: 355 shares; 2022Q2: 355 shares; 2022Q3: 451 shares; 2022Q4: 1,471 shares; 2023Q1: 2,459 shares; 2023Q2: 2,453 shares 2,453 $485K 0.08% -6 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6,088 shares; 2021Q4: 6,030 shares; 2022Q1: 6,042 shares; 2022Q2: 5,752 shares; 2022Q3: 5,776 shares; 2022Q4: 5,783 shares; 2023Q1: 5,384 shares; 2023Q2: 4,772 shares 4,772 $481K 0.08% -612 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 934 shares; 2021Q4: 934 shares; 2022Q1: 934 shares; 2022Q2: 934 shares; 2022Q3: 934 shares; 2022Q4: 934 shares; 2023Q1: 934 shares; 2023Q2: 3,906 shares 3,906 $473K 0.08% +2,972 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,305 shares; 2021Q4: 4,736 shares; 2022Q1: 5,508 shares; 2022Q2: 5,716 shares; 2022Q3: 5,719 shares; 2022Q4: 6,143 shares; 2023Q1: 6,463 shares; 2023Q2: 5,521 shares 5,521 $471K 0.08% -942 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 373 shares; 2021Q4: 436 shares; 2022Q1: 528 shares; 2022Q2: 561 shares; 2022Q3: 595 shares; 2022Q4: 1,155 shares; 2023Q1: 1,601 shares; 2023Q2: 1,215 shares 1,215 $460K 0.07% -386 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 5,091 shares; 2021Q4: 4,845 shares; 2022Q1: 4,845 shares; 2022Q2: 4,865 shares; 2022Q3: 4,865 shares; 2022Q4: 4,865 shares; 2023Q1: 4,956 shares; 2023Q2: 4,925 shares 4,925 $458K 0.07% -31 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 108 shares; 2021Q4: 432 shares; 2022Q1: 432 shares; 2022Q2: 432 shares; 2022Q3: 595 shares; 2022Q4: 1,985 shares; 2023Q1: 3,294 shares; 2023Q2: 2,822 shares 2,822 $457K 0.07% -472 CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6 shares; 2021Q4: 381 shares; 2022Q1: 586 shares; 2022Q2: 516 shares; 2022Q3: 782 shares; 2022Q4: 4,217 shares; 2023Q1: 7,267 shares; 2023Q2: 8,110 shares 8,110 $455K 0.07% +843 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 136 shares; 2022Q4: 1,128 shares; 2023Q1: 2,038 shares; 2023Q2: 2,003 shares 2,003 $453K 0.07% -35 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 610 shares; 2022Q4: 4,665 shares; 2023Q1: 4,665 shares; 2023Q2: 4,665 shares 4,665 $449K 0.07% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,265 shares; 2021Q4: 1,713 shares; 2022Q1: 2,340 shares; 2022Q2: 2,412 shares; 2022Q3: 2,247 shares; 2022Q4: 2,414 shares; 2023Q1: 2,385 shares; 2023Q2: 2,180 shares 2,180 $446K 0.07% -205 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; 2021Q3: 1,062 shares; 2021Q4: 1,067 shares; 2022Q1: 1,072 shares; 2022Q2: 1,077 shares; 2022Q3: 1,250 shares; 2022Q4: 3,042 shares; 2023Q1: 4,801 shares; 2023Q2: 4,916 shares 4,916 $444K 0.07% +115 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 174 shares; 2022Q4: 2,041 shares; 2023Q1: 3,521 shares; 2023Q2: 4,054 shares 4,054 $443K 0.07% +533 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 56 shares; 2022Q3: 235 shares; 2022Q4: 2,390 shares; 2023Q1: 3,731 shares; 2023Q2: 3,820 shares 3,820 $442K 0.07% +89 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 15 shares; 2021Q4: 45 shares; 2022Q1: 255 shares; 2022Q2: 330 shares; 2022Q3: 590 shares; 2022Q4: 1,968 shares; 2023Q1: 3,176 shares; 2023Q2: 3,330 shares 3,330 $438K 0.07% +154 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; 2021Q3: 9,891 shares; 2021Q4: 9,480 shares; 2022Q1: 9,331 shares; 2022Q2: 9,591 shares; 2022Q3: 9,563 shares; 2022Q4: 14,499 shares; 2023Q1: 16,067 shares; 2023Q2: 15,157 shares 15,157 $435K 0.07% -910 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 208 shares; 2022Q4: 1,497 shares; 2023Q1: 2,508 shares; 2023Q2: 2,648 shares 2,648 $434K 0.07% +140 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,332 shares; 2021Q4: 4,540 shares; 2022Q1: 5,419 shares; 2022Q2: 7,489 shares; 2022Q3: 6,918 shares; 2022Q4: 6,726 shares; 2023Q1: 5,909 shares; 2023Q2: 5,598 shares 5,598 $434K 0.07% -311 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 450 shares; 2021Q4: 450 shares; 2022Q1: 450 shares; 2022Q2: 450 shares; 2022Q3: 867 shares; 2022Q4: 6,076 shares; 2023Q1: 10,977 shares; 2023Q2: 11,528 shares 11,528 $431K 0.07% +551 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 800 shares; 2021Q4: 800 shares; 2022Q1: 800 shares; 2022Q2: 800 shares; 2022Q3: 1,053 shares; 2022Q4: 3,323 shares; 2023Q1: 5,261 shares; 2023Q2: 5,299 shares 5,299 $430K 0.07% +38 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; 2021Q3: 4,076 shares; 2021Q4: 4,314 shares; 2022Q1: 4,590 shares; 2022Q2: 4,509 shares; 2022Q3: 3,204 shares; 2022Q4: 3,207 shares; 2023Q1: 3,210 shares; 2023Q2: 3,011 shares 3,011 $428K 0.07% -199 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 12,887 shares 12,887 $425K 0.07% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 40 shares; 2021Q4: 40 shares; 2022Q1: 40 shares; 2022Q2: 40 shares; 2022Q3: 59 shares; 2022Q4: 260 shares; 2023Q1: 398 shares; 2023Q2: 353 shares 353 $418K 0.07% -45 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 170 shares; 2021Q4: 170 shares; 2022Q1: 170 shares; 2022Q2: 185 shares; 2022Q3: 230 shares; 2022Q4: 626 shares; 2023Q1: 948 shares; 2023Q2: 887 shares 887 $417K 0.07% -61 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; 2021Q3: 9,072 shares; 2021Q4: 8,946 shares; 2022Q1: 8,404 shares; 2022Q2: 8,406 shares; 2022Q3: 8,408 shares; 2022Q4: 8,410 shares; 2023Q1: 8,375 shares; 2023Q2: 8,340 shares 8,340 $415K 0.07% -35 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 15,245 shares 15,245 $412K 0.07% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 114 shares; 2021Q4: 114 shares; 2022Q1: 114 shares; 2022Q2: 114 shares; 2022Q3: 207 shares; 2022Q4: 1,070 shares; 2023Q1: 1,868 shares; 2023Q2: 2,007 shares 2,007 $411K 0.07% +139 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 18,143 shares 18,143 $409K 0.07% new Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 8,950 shares 8,950 $409K 0.07% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 8,133 shares; 2023Q1: 8,133 shares; 2023Q2: 8,133 shares 8,133 $405K 0.07% 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; 2021Q3: 5,278 shares; 2021Q4: 5,112 shares; 2022Q1: 4,594 shares; 2022Q2: 4,719 shares; 2022Q3: 4,698 shares; 2022Q4: 4,559 shares; 2023Q1: 4,613 shares; 2023Q2: 4,599 shares 4,599 $405K 0.07% -14 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,066 shares; 2021Q4: 1,066 shares; 2022Q1: 722 shares; 2022Q2: 894 shares; 2022Q3: 1,345 shares; 2022Q4: 4,863 shares; 2023Q1: 7,887 shares; 2023Q2: 8,218 shares 8,218 $404K 0.07% +331 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 141 shares; 2022Q4: 1,851 shares; 2023Q1: 3,160 shares; 2023Q2: 3,350 shares 3,350 $403K 0.07% +190 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 296 shares; 2022Q4: 2,059 shares; 2023Q1: 3,441 shares; 2023Q2: 3,322 shares 3,322 $397K 0.06% -119 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 184 shares; 2021Q4: 815 shares; 2022Q1: 1,220 shares; 2022Q2: 1,820 shares; 2022Q3: 1,840 shares; 2022Q4: 3,060 shares; 2023Q1: 4,061 shares; 2023Q2: 3,636 shares 3,636 $396K 0.06% -425 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 522 shares; 2022Q3: 498 shares; 2022Q4: 1,649 shares; 2023Q1: 1,689 shares; 2023Q2: 1,722 shares 1,722 $396K 0.06% +33 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 38,819 shares; 2021Q4: 38,829 shares; 2022Q1: 30,870 shares; 2022Q2: 30,882 shares; 2022Q3: 30,894 shares; 2022Q4: 30,906 shares; 2023Q1: 30,919 shares; 2023Q2: 30,931 shares 30,931 $395K 0.06% +12 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,551 shares 2,551 $391K 0.06% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: 153 shares; 2022Q1: 153 shares; 2022Q2: 153 shares; 2022Q3: 153 shares; 2022Q4: 1,035 shares; 2023Q1: 9,269 shares; 2023Q2: 12,259 shares 12,259 $390K 0.06% +2,990 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 131 shares; 2022Q4: 1,145 shares; 2023Q1: 2,060 shares; 2023Q2: 2,328 shares 2,328 $390K 0.06% +268 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 159 shares; 2022Q4: 1,552 shares; 2023Q1: 2,992 shares; 2023Q2: 2,975 shares 2,975 $386K 0.06% -17 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 90 shares; 2022Q4: 889 shares; 2023Q1: 1,572 shares; 2023Q2: 1,824 shares 1,824 $383K 0.06% +252 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 176 shares; 2022Q4: 1,803 shares; 2023Q1: 2,945 shares; 2023Q2: 2,626 shares 2,626 $378K 0.06% -319 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 110 shares; 2021Q4: 110 shares; 2022Q1: 110 shares; 2022Q2: 110 shares; 2022Q3: 144 shares; 2022Q4: 359 shares; 2023Q1: 550 shares; 2023Q2: 526 shares 526 $378K 0.06% -24 Timeline PXH 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 15,040 shares; 2022Q2: 17,448 shares; 2022Q3: 16,048 shares; 2022Q4: 24,533 shares; 2023Q1: 23,830 shares; 2023Q2: 20,270 shares 20,270 $378K 0.06% -3,560 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; 2021Q3: 13,907 shares; 2021Q4: 13,907 shares; 2022Q1: 13,907 shares; 2022Q2: 13,907 shares; 2022Q3: 13,907 shares; 2022Q4: 13,907 shares; 2023Q1: 13,907 shares; 2023Q2: 13,907 shares 13,907 $378K 0.06% 0 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 538 shares; 2022Q4: 3,836 shares; 2023Q1: 6,674 shares; 2023Q2: 6,763 shares 6,763 $376K 0.06% +89 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 97,461 shares 97,461 $375K 0.06% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 788 shares; 2022Q4: 9,086 shares; 2023Q1: 16,720 shares; 2023Q2: 18,999 shares 18,999 $375K 0.06% +2,279 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: 539 shares; 2022Q1: 1,056 shares; 2022Q2: 2,926 shares; 2022Q3: 8,309 shares; 2022Q4: 8,759 shares; 2023Q1: 8,787 shares; 2023Q2: 8,778 shares 8,778 $370K 0.06% -9 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 8,680 shares 8,680 $363K 0.06% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 394 shares; 2022Q4: 2,166 shares; 2023Q1: 4,287 shares; 2023Q2: 5,186 shares 5,186 $360K 0.06% +899 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 246 shares; 2022Q4: 2,756 shares; 2023Q1: 5,015 shares; 2023Q2: 5,497 shares 5,497 $359K 0.06% +482 Timeline CZFS CITIZENS FINL SVCS INC More: the full row for CITIZENS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 3,417 shares; 2022Q3: 3,417 shares; 2022Q4: 3,417 shares; 2023Q1: 3,000 shares; 2023Q2: 4,789 shares 4,789 $357K 0.06% +1,789 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 20,181 shares; 2021Q4: 19,939 shares; 2022Q1: 18,793 shares; 2022Q2: 16,958 shares; 2022Q3: 15,823 shares; 2022Q4: 9,152 shares; 2023Q1: 8,632 shares; 2023Q2: 7,741 shares 7,741 $356K 0.06% -891 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 358 shares; 2022Q4: 2,250 shares; 2023Q1: 4,250 shares; 2023Q2: 4,678 shares 4,678 $353K 0.06% +428 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 140 shares; 2022Q4: 1,352 shares; 2023Q1: 2,512 shares; 2023Q2: 2,538 shares 2,538 $353K 0.06% +26 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,915 shares; 2021Q4: 4,815 shares; 2022Q1: 4,815 shares; 2022Q2: 4,816 shares; 2022Q3: 4,816 shares; 2022Q4: 4,726 shares; 2023Q1: 4,629 shares; 2023Q2: 4,635 shares 4,635 $352K 0.06% +6 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10,380 shares 10,380 $350K 0.06% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 1,781 shares; 2022Q4: 6,345 shares; 2023Q1: 5,848 shares; 2023Q2: 6,899 shares 6,899 $346K 0.06% +1,051 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,816 shares; 2021Q4: 3,336 shares; 2022Q1: 4,708 shares; 2022Q2: 4,952 shares; 2022Q3: 4,962 shares; 2022Q4: 4,775 shares; 2023Q1: 3,390 shares; 2023Q2: 3,105 shares 3,105 $343K 0.06% -285 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,594 shares; 2021Q4: 1,597 shares; 2022Q1: 1,599 shares; 2022Q2: 1,593 shares; 2022Q3: 1,596 shares; 2022Q4: 1,626 shares; 2023Q1: 1,629 shares; 2023Q2: 1,563 shares 1,563 $336K 0.05% -66 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 37 shares; 2021Q4: 25 shares; 2022Q1: 25 shares; 2022Q2: 25 shares; 2022Q3: 74 shares; 2022Q4: 698 shares; 2023Q1: 1,264 shares; 2023Q2: 1,433 shares 1,433 $332K 0.05% +169 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,694 shares; 2021Q4: 2,388 shares; 2022Q1: 3,407 shares; 2022Q2: 3,464 shares; 2022Q3: 3,468 shares; 2022Q4: 3,473 shares; 2023Q1: 4,200 shares; 2023Q2: 4,203 shares 4,203 $329K 0.05% +3 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,339 shares; 2021Q4: 1,167 shares; 2022Q1: 1,167 shares; 2022Q2: 1,167 shares; 2022Q3: 1,670 shares; 2022Q4: 1,670 shares; 2023Q1: 1,670 shares; 2023Q2: 12,351 shares 12,351 $325K 0.05% +10,681 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 172 shares; 2021Q4: 210 shares; 2022Q1: 215 shares; 2022Q2: 215 shares; 2022Q3: 270 shares; 2022Q4: 926 shares; 2023Q1: 1,577 shares; 2023Q2: 1,922 shares 1,922 $322K 0.05% +345 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,734 shares 1,734 $321K 0.05% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,534 shares; 2021Q4: 3,554 shares; 2022Q1: 3,209 shares; 2022Q2: 3,219 shares; 2022Q3: 3,174 shares; 2022Q4: 3,174 shares; 2023Q1: 3,202 shares; 2023Q2: 3,205 shares 3,205 $321K 0.05% +3 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,668 shares; 2021Q4: 1,703 shares; 2022Q1: 1,828 shares; 2022Q2: 1,843 shares; 2022Q3: 1,843 shares; 2022Q4: 1,917 shares; 2023Q1: 2,096 shares; 2023Q2: 2,026 shares 2,026 $319K 0.05% -70 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,769 shares; 2021Q4: 2,749 shares; 2022Q1: 2,842 shares; 2022Q2: 2,971 shares; 2022Q3: 2,972 shares; 2022Q4: 3,053 shares; 2023Q1: 3,026 shares; 2023Q2: 3,167 shares 3,167 $316K 0.05% +141 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,683 shares 2,683 $312K 0.05% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,214 shares; 2021Q4: 1,462 shares; 2022Q1: 2,046 shares; 2022Q2: 2,189 shares; 2022Q3: 2,229 shares; 2022Q4: 1,693 shares; 2023Q1: 1,716 shares; 2023Q2: 1,701 shares 1,701 $310K 0.05% -15 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,700 shares 1,700 $308K 0.05% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 800 shares; 2021Q4: 800 shares; 2022Q1: 800 shares; 2022Q2: 800 shares; 2022Q3: 800 shares; 2022Q4: 912 shares; 2023Q1: 1,078 shares; 2023Q2: 1,224 shares 1,224 $306K 0.05% +146 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,000 shares; 2021Q4: 4,000 shares; 2022Q1: 4,000 shares; 2022Q2: 4,000 shares; 2022Q3: 4,000 shares; 2022Q4: 4,000 shares; 2023Q1: 4,000 shares; 2023Q2: 3,827 shares 3,827 $303K 0.05% -173 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 191 shares; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 121 shares; 2022Q4: 796 shares; 2023Q1: 1,252 shares; 2023Q2: 1,152 shares 1,152 $301K 0.05% -100 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,417 shares; 2021Q4: 1,420 shares; 2022Q1: 1,420 shares; 2022Q2: 1,421 shares; 2022Q3: 1,447 shares; 2022Q4: 1,722 shares; 2023Q1: 1,748 shares; 2023Q2: 1,732 shares 1,732 $301K 0.05% -16 Timeline SPR SPIRIT AEROSYSTEMS HLDGS INC More: the full row for SPIRIT AEROSYSTEMS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 10,246 shares; 2021Q4: 10,619 shares; 2022Q1: 10,650 shares; 2022Q2: 10,874 shares; 2022Q3: 10,775 shares; 2022Q4: 10,822 shares; 2023Q1: 10,461 shares; 2023Q2: 10,146 shares 10,146 $296K 0.05% -315 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; 2021Q3: 810 shares; 2021Q4: 949 shares; 2022Q1: 1,343 shares; 2022Q2: 1,550 shares; 2022Q3: 1,628 shares; 2022Q4: 1,903 shares; 2023Q1: 950 shares; 2023Q2: 893 shares 893 $288K 0.05% -57 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 7,635 shares; 2022Q2: 7,635 shares; 2022Q3: 7,635 shares; 2022Q4: 7,635 shares; 2023Q1: 7,635 shares; 2023Q2: 7,678 shares 7,678 $283K 0.05% +43 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 443 shares; 2021Q4: 443 shares; 2022Q1: 443 shares; 2022Q2: 443 shares; 2022Q3: 443 shares; 2022Q4: 615 shares; 2023Q1: 706 shares; 2023Q2: 698 shares 698 $283K 0.05% -8 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,298 shares; 2021Q4: 1,538 shares; 2022Q1: 2,147 shares; 2022Q2: 2,564 shares; 2022Q3: 2,817 shares; 2022Q4: 2,746 shares; 2023Q1: 2,682 shares; 2023Q2: 2,654 shares 2,654 $282K 0.05% -28 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; 2021Q3: 1,827 shares; 2021Q4: 1,827 shares; 2022Q1: 1,770 shares; 2022Q2: 1,783 shares; 2022Q3: 1,812 shares; 2022Q4: 2,089 shares; 2023Q1: 2,084 shares; 2023Q2: 1,621 shares 1,621 $281K 0.05% -463 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,002 shares; 2021Q4: 1,002 shares; 2022Q1: 1,002 shares; 2022Q2: 1,002 shares; 2022Q3: 1,002 shares; 2022Q4: 1,002 shares; 2023Q1: 1,002 shares; 2023Q2: 1,002 shares 1,002 $281K 0.05% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 21,918 shares; 2022Q4: 25,435 shares; 2023Q1: 23,576 shares; 2023Q2: 11,950 shares 11,950 $281K 0.05% -11,626 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,659 shares; 2021Q4: 1,659 shares; 2022Q1: 3,343 shares; 2022Q2: 3,649 shares; 2022Q3: 3,649 shares; 2022Q4: 3,649 shares; 2023Q1: 4,627 shares; 2023Q2: 4,469 shares 4,469 $278K 0.05% -158 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 307 shares; 2022Q4: 3,410 shares; 2023Q1: 5,932 shares; 2023Q2: 4,760 shares 4,760 $276K 0.04% -1,172 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; 2021Q3: 1,812 shares; 2021Q4: 1,527 shares; 2022Q1: 2,034 shares; 2022Q2: 2,120 shares; 2022Q3: 2,252 shares; 2022Q4: 2,636 shares; 2023Q1: 1,667 shares; 2023Q2: 1,390 shares 1,390 $272K 0.04% -277 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 5,017 shares; 2021Q4: 4,622 shares; 2022Q1: 4,622 shares; 2022Q2: 4,574 shares; 2022Q3: 4,574 shares; 2022Q4: 4,059 shares; 2023Q1: 3,259 shares; 2023Q2: 3,259 shares 3,259 $271K 0.04% 0 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; 2021Q3: 2,470 shares; 2021Q4: 2,470 shares; 2022Q1: 3,176 shares; 2022Q2: 3,523 shares; 2022Q3: 3,332 shares; 2022Q4: 3,252 shares; 2023Q1: 2,951 shares; 2023Q2: 3,215 shares 3,215 $269K 0.04% +264 Timeline PIONEER MUNICIPAL HIGH INCO… PIONEER MUNICIPAL HIGH INCOME More: the full row for PIONEER MUNICIPAL HIGH INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 31,314 shares 31,314 $267K 0.04% new 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; 2021Q3: 1,435 shares; 2021Q4: 1,435 shares; 2022Q1: 1,435 shares; 2022Q2: 1,310 shares; 2022Q3: 1,310 shares; 2022Q4: 1,231 shares; 2023Q1: 1,218 shares; 2023Q2: 1,209 shares 1,209 $266K 0.04% -9 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,070 shares; 2021Q4: 2,070 shares; 2022Q1: 2,071 shares; 2022Q2: 2,071 shares; 2022Q3: 2,071 shares; 2022Q4: 2,071 shares; 2023Q1: 2,071 shares; 2023Q2: 2,076 shares 2,076 $264K 0.04% +5 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; 2021Q3: 3,775 shares; 2021Q4: 3,776 shares; 2022Q1: 3,072 shares; 2022Q2: 3,073 shares; 2022Q3: 2,960 shares; 2022Q4: 2,916 shares; 2023Q1: 2,917 shares; 2023Q2: 2,918 shares 2,918 $260K 0.04% +1 Timeline VT 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; 2021Q3: 3,348 shares; 2021Q4: 3,253 shares; 2022Q1: 2,646 shares; 2022Q2: 2,652 shares; 2022Q3: 2,656 shares; 2022Q4: 2,662 shares; 2023Q1: 2,665 shares; 2023Q2: 2,670 shares 2,670 $259K 0.04% +5 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,354 shares; 2021Q4: 1,385 shares; 2022Q1: 1,282 shares; 2022Q2: 1,282 shares; 2022Q3: 1,053 shares; 2022Q4: 992 shares; 2023Q1: 911 shares; 2023Q2: 911 shares 911 $258K 0.04% 0 Timeline BLACKROCK MUNICIPAL INCOME … BLACKROCK MUNICIPAL INCOME FUN More: the full row for BLACKROCK MUNICIPAL INCOME FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 22,529 shares 22,529 $258K 0.04% new FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 543 shares; 2021Q4: 1,570 shares; 2022Q1: 2,145 shares; 2022Q2: 2,145 shares; 2022Q3: 2,145 shares; 2022Q4: 2,527 shares; 2023Q1: 2,792 shares; 2023Q2: 2,468 shares 2,468 $257K 0.04% -324 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,048 shares; 2021Q4: 1,049 shares; 2022Q1: 1,069 shares; 2022Q2: 1,070 shares; 2022Q3: 1,070 shares; 2022Q4: 1,171 shares; 2023Q1: 1,156 shares; 2023Q2: 1,151 shares 1,151 $257K 0.04% -5 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,030 shares; 2021Q4: 3,030 shares; 2022Q1: 3,030 shares; 2022Q2: 3,030 shares; 2022Q3: 3,030 shares; 2022Q4: 3,292 shares; 2023Q1: 3,292 shares; 2023Q2: 3,292 shares 3,292 $254K 0.04% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,856 shares; 2021Q4: 1,505 shares; 2022Q1: 1,507 shares; 2022Q2: 1,508 shares; 2022Q3: 1,509 shares; 2022Q4: 1,511 shares; 2023Q1: 1,512 shares; 2023Q2: 1,714 shares 1,714 $254K 0.04% +202 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; 2021Q3: 3,774 shares; 2021Q4: 3,777 shares; 2022Q1: 3,780 shares; 2022Q2: 3,842 shares; 2022Q3: 4,062 shares; 2022Q4: 3,517 shares; 2023Q1: 3,521 shares; 2023Q2: 5,759 shares 5,759 $246K 0.04% +2,238 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 31,028 shares; 2021Q4: 31,036 shares; 2022Q1: 17,515 shares; 2022Q2: 17,525 shares; 2022Q3: 17,534 shares; 2022Q4: 17,544 shares; 2023Q1: 17,554 shares; 2023Q2: 17,565 shares 17,565 $244K 0.04% +11 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,999 shares; 2021Q4: 1,999 shares; 2022Q1: 1,999 shares; 2022Q2: 1,743 shares; 2022Q3: 1,743 shares; 2022Q4: 1,564 shares; 2023Q1: 1,441 shares; 2023Q2: 2,056 shares 2,056 $240K 0.04% +615 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,010 shares; 2021Q4: 2,010 shares; 2022Q1: 2,010 shares; 2022Q2: 2,011 shares; 2022Q3: 2,011 shares; 2022Q4: 2,011 shares; 2023Q1: 1,895 shares; 2023Q2: 4,233 shares 4,233 $239K 0.04% +2,338 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 34 shares; 2023Q2: 2,742 shares 2,742 $237K 0.04% +2,708 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,855 shares; 2021Q4: 4,856 shares; 2022Q1: 6,356 shares; 2022Q2: 7,012 shares; 2022Q3: 9,407 shares; 2022Q4: 9,517 shares; 2023Q1: 8,058 shares; 2023Q2: 15,607 shares 15,607 $236K 0.04% +7,549 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6,103 shares; 2021Q4: 7,749 shares; 2022Q1: 7,749 shares; 2022Q2: 7,749 shares; 2022Q3: 7,749 shares; 2022Q4: 7,749 shares; 2023Q1: 7,042 shares; 2023Q2: 7,042 shares 7,042 $233K 0.04% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,195 shares; 2021Q4: 1,195 shares; 2022Q1: 1,195 shares; 2022Q2: 1,195 shares; 2022Q3: 1,195 shares; 2022Q4: 1,195 shares; 2023Q1: 1,195 shares; 2023Q2: 1,195 shares 1,195 $230K 0.04% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,666 shares; 2021Q4: 3,669 shares; 2022Q1: 3,092 shares; 2022Q2: 3,095 shares; 2022Q3: 3,099 shares; 2022Q4: 1,902 shares; 2023Q1: 1,740 shares; 2023Q2: 1,667 shares 1,667 $221K 0.04% -73 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,898 shares; 2021Q4: 2,898 shares; 2022Q1: 2,898 shares; 2022Q2: 2,898 shares; 2022Q3: 2,898 shares; 2022Q4: 2,898 shares; 2023Q1: 2,898 shares; 2023Q2: 2,898 shares 2,898 $215K 0.03% 0 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,344 shares; 2023Q2: 1,394 shares 1,394 $214K 0.03% +50 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,360 shares; 2021Q4: 3,365 shares; 2022Q1: 3,370 shares; 2022Q2: 3,374 shares; 2022Q3: 3,379 shares; 2022Q4: 5,196 shares; 2023Q1: 5,960 shares; 2023Q2: 5,757 shares 5,757 $214K 0.03% -203 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; 2021Q3: 4,540 shares; 2021Q4: 4,540 shares; 2022Q1: 4,540 shares; 2022Q2: 4,540 shares; 2022Q3: 4,540 shares; 2022Q4: 4,540 shares; 2023Q1: 4,540 shares; 2023Q2: 4,764 shares 4,764 $212K 0.03% +224 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 22,386 shares 22,386 $212K 0.03% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6,153 shares; 2021Q4: 8,952 shares; 2022Q1: 39,871 shares; 2022Q2: 19,369 shares; 2022Q3: 17,665 shares; 2022Q4: 6,344 shares; 2023Q1: 6,197 shares; 2023Q2: 6,000 shares 6,000 $212K 0.03% -197 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 964 shares; 2021Q4: 964 shares; 2022Q1: 1,039 shares; 2022Q2: 1,039 shares; 2022Q3: 1,039 shares; 2022Q4: 1,039 shares; 2023Q1: 1,039 shares; 2023Q2: 1,047 shares 1,047 $204K 0.03% +8 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,624 shares; 2021Q4: 2,624 shares; 2022Q1: 2,624 shares; 2022Q2: 2,624 shares; 2022Q3: 2,624 shares; 2022Q4: 2,624 shares; 2023Q1: 2,624 shares; 2023Q2: 2,624 shares 2,624 $200K 0.03% 0 Timeline VIRTUS ALLIANZGI CONVERTIBL… VIRTUS ALLIANZGI CONVERTIBLE & More: the full row for VIRTUS ALLIANZGI CONVERTIBLE & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 63,292 shares 63,292 $197K 0.03% new IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 15,672 shares; 2021Q4: 5,552 shares; 2022Q1: 5,798 shares; 2022Q2: 5,833 shares; 2022Q3: 5,876 shares; 2022Q4: 5,897 shares; 2023Q1: 6,783 shares; 2023Q2: 7,301 shares 7,301 $192K 0.03% +518 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,634 shares; 2021Q4: 3,735 shares; 2022Q1: 4,082 shares; 2022Q2: 3,333 shares; 2022Q3: 3,360 shares; 2022Q4: 3,163 shares; 2023Q1: 3,163 shares; 2023Q2: 3,663 shares 3,663 $190K 0.03% +500 Timeline MLAB MESA LABS INC More: the full row for MESA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,465 shares; 2021Q4: 1,465 shares; 2022Q1: 1,465 shares; 2022Q2: 1,465 shares; 2022Q3: 1,465 shares; 2022Q4: 1,465 shares; 2023Q1: 1,465 shares; 2023Q2: 1,465 shares 1,465 $188K 0.03% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,025 shares; 2021Q4: 1,025 shares; 2022Q1: 1,025 shares; 2022Q2: 1,025 shares; 2022Q3: 1,025 shares; 2022Q4: 1,025 shares; 2023Q1: 1,025 shares; 2023Q2: 1,078 shares 1,078 $187K 0.03% +53 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 8,710 shares 8,710 $184K 0.03% new Timeline GOOS CANADA GOOSE HLDGS INC More: the full row for CANADA GOOSE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,767 shares; 2021Q4: 2,767 shares; 2022Q1: 5,162 shares; 2022Q2: 8,429 shares; 2022Q3: 9,970 shares; 2022Q4: 11,128 shares; 2023Q1: 10,276 shares; 2023Q2: 10,180 shares 10,180 $181K 0.03% -96 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; 2021Q3: 1,294 shares; 2021Q4: 1,339 shares; 2022Q1: 1,339 shares; 2022Q2: 1,074 shares; 2022Q3: 1,074 shares; 2022Q4: 1,074 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares 1,000 $180K 0.03% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,849 shares; 2021Q4: 1,854 shares; 2022Q1: 1,894 shares; 2022Q2: 1,922 shares; 2022Q3: 1,679 shares; 2022Q4: 1,706 shares; 2023Q1: 1,547 shares; 2023Q2: 1,549 shares 1,549 $179K 0.03% +2 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 11,835 shares; 2021Q4: 11,835 shares; 2022Q1: 12,203 shares; 2022Q2: 12,203 shares; 2022Q3: 12,203 shares; 2022Q4: 9,442 shares; 2023Q1: 9,442 shares; 2023Q2: 9,442 shares 9,442 $179K 0.03% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 499 shares; 2021Q4: 399 shares; 2022Q1: 399 shares; 2022Q2: 399 shares; 2022Q3: 507 shares; 2022Q4: 1,238 shares; 2023Q1: 1,919 shares; 2023Q2: 776 shares 776 $176K 0.03% -1,143 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; 2021Q3: 1,908 shares; 2021Q4: 1,665 shares; 2022Q1: 6,466 shares; 2022Q2: 3,768 shares; 2022Q3: 3,776 shares; 2022Q4: 2,322 shares; 2023Q1: 2,278 shares; 2023Q2: 2,283 shares 2,283 $176K 0.03% +5 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; 2021Q3: 549 shares; 2021Q4: 2,620 shares; 2022Q1: 4,015 shares; 2022Q2: 4,055 shares; 2022Q3: 3,480 shares; 2022Q4: 3,050 shares; 2023Q1: 2,525 shares; 2023Q2: 2,410 shares 2,410 $176K 0.03% -115 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; 2021Q3: 736 shares; 2021Q4: 699 shares; 2022Q1: 685 shares; 2022Q2: 394 shares; 2022Q3: 609 shares; 2022Q4: 575 shares; 2023Q1: 575 shares; 2023Q2: 569 shares 569 $176K 0.03% -6 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,601 shares; 2021Q4: 1,601 shares; 2022Q1: 1,601 shares; 2022Q2: 1,601 shares; 2022Q3: 1,601 shares; 2022Q4: 1,601 shares; 2023Q1: 9,068 shares; 2023Q2: 9,068 shares 9,068 $174K 0.03% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,997 shares; 2021Q4: 5,082 shares; 2022Q1: 5,137 shares; 2022Q2: 5,157 shares; 2022Q3: 5,182 shares; 2022Q4: 5,047 shares; 2023Q1: 4,550 shares; 2023Q2: 4,778 shares 4,778 $173K 0.03% +228 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,526 shares; 2021Q4: 2,526 shares; 2022Q1: 2,526 shares; 2022Q2: 2,526 shares; 2022Q3: 2,526 shares; 2022Q4: 2,526 shares; 2023Q1: 2,526 shares; 2023Q2: 2,526 shares 2,526 $172K 0.03% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 187 shares; 2021Q4: 187 shares; 2022Q1: 219 shares; 2022Q2: 226 shares; 2022Q3: 241 shares; 2022Q4: 292 shares; 2023Q1: 275 shares; 2023Q2: 300 shares 300 $169K 0.03% +25 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,730 shares 1,730 $167K 0.03% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 510 shares; 2022Q2: 809 shares; 2022Q3: 1,282 shares; 2022Q4: 1,544 shares; 2023Q1: 1,706 shares; 2023Q2: 1,726 shares 1,726 $162K 0.03% +20 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; 2021Q3: 1,013 shares; 2021Q4: 1,013 shares; 2022Q1: 1,013 shares; 2022Q2: 133 shares; 2022Q3: 133 shares; 2022Q4: 133 shares; 2023Q1: 2,848 shares; 2023Q2: 5,319 shares 5,319 $161K 0.03% +2,471 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,797 shares; 2021Q4: 1,797 shares; 2022Q1: 3,389 shares; 2022Q2: 3,545 shares; 2022Q3: 3,545 shares; 2022Q4: 3,545 shares; 2023Q1: 4,448 shares; 2023Q2: 4,448 shares 4,448 $158K 0.03% 0 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; 2021Q3: 819 shares; 2021Q4: 1,044 shares; 2022Q1: 619 shares; 2022Q2: 619 shares; 2022Q3: 619 shares; 2022Q4: 1,151 shares; 2023Q1: 1,411 shares; 2023Q2: 1,390 shares 1,390 $158K 0.03% -21 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,163 shares 1,163 $158K 0.03% new SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,547 shares; 2021Q4: 2,626 shares; 2022Q1: 2,500 shares; 2022Q2: 2,356 shares; 2022Q3: 1,675 shares; 2022Q4: 1,464 shares; 2023Q1: 1,440 shares; 2023Q2: 1,411 shares 1,411 $156K 0.03% -29 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,530 shares; 2021Q4: 1,551 shares; 2022Q1: 1,552 shares; 2022Q2: 1,341 shares; 2022Q3: 1,343 shares; 2022Q4: 1,344 shares; 2023Q1: 1,160 shares; 2023Q2: 1,335 shares 1,335 $156K 0.03% +175 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,152 shares; 2021Q4: 1,152 shares; 2022Q1: 1,152 shares; 2022Q2: 1,383 shares; 2022Q3: 1,383 shares; 2022Q4: 1,152 shares; 2023Q1: 1,152 shares; 2023Q2: 1,577 shares 1,577 $154K 0.03% +425 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,680 shares; 2021Q4: 2,445 shares; 2022Q1: 2,445 shares; 2022Q2: 2,445 shares; 2022Q3: 2,445 shares; 2022Q4: 2,445 shares; 2023Q1: 2,445 shares; 2023Q2: 2,445 shares 2,445 $154K 0.02% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,586 shares; 2021Q4: 2,048 shares; 2022Q1: 2,406 shares; 2022Q2: 2,482 shares; 2022Q3: 2,728 shares; 2022Q4: 2,730 shares; 2023Q1: 3,187 shares; 2023Q2: 3,008 shares 3,008 $152K 0.02% -179 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; 2021Q3: 1,430 shares; 2021Q4: 1,440 shares; 2022Q1: 1,373 shares; 2022Q2: 1,429 shares; 2022Q3: 1,454 shares; 2022Q4: 1,476 shares; 2023Q1: 1,476 shares; 2023Q2: 1,502 shares 1,502 $152K 0.02% +26 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,939 shares; 2021Q4: 3,390 shares; 2022Q1: 6,736 shares; 2022Q2: 7,271 shares; 2022Q3: 8,042 shares; 2022Q4: 12,382 shares; 2023Q1: 12,661 shares; 2023Q2: 3,910 shares 3,910 $151K 0.02% -8,751 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 253 shares; 2021Q4: 319 shares; 2022Q1: 368 shares; 2022Q2: 402 shares; 2022Q3: 402 shares; 2022Q4: 1,872 shares; 2023Q1: 1,707 shares; 2023Q2: 1,167 shares 1,167 $150K 0.02% -540 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 5,108 shares; 2021Q4: 4,699 shares; 2022Q1: 4,544 shares; 2022Q2: 4,369 shares; 2022Q3: 4,369 shares; 2022Q4: 4,369 shares; 2023Q1: 4,369 shares; 2023Q2: 4,369 shares 4,369 $149K 0.02% 0 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; 2021Q3: 207 shares; 2021Q4: 207 shares; 2022Q1: 207 shares; 2022Q2: 229 shares; 2022Q3: 750 shares; 2022Q4: 662 shares; 2023Q1: 789 shares; 2023Q2: 884 shares 884 $146K 0.02% +95 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,068 shares; 2021Q4: 4,073 shares; 2022Q1: 4,078 shares; 2022Q2: 3,932 shares; 2022Q3: 3,476 shares; 2022Q4: 3,478 shares; 2023Q1: 3,480 shares; 2023Q2: 3,482 shares 3,482 $142K 0.02% +2 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,900 shares; 2021Q4: 2,900 shares; 2022Q1: 2,900 shares; 2022Q2: 2,900 shares; 2022Q3: 2,900 shares; 2022Q4: 2,900 shares; 2023Q1: 2,900 shares; 2023Q2: 2,900 shares 2,900 $137K 0.02% 0 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,026 shares 3,026 $136K 0.02% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,110 shares; 2021Q4: 1,110 shares; 2022Q1: 1,110 shares; 2022Q2: 1,110 shares; 2022Q3: 1,110 shares; 2022Q4: 1,110 shares; 2023Q1: 1,110 shares; 2023Q2: 1,110 shares 1,110 $135K 0.02% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,669 shares; 2023Q2: 1,632 shares 1,632 $133K 0.02% -37 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,159 shares; 2021Q4: 2,987 shares; 2022Q1: 2,987 shares; 2022Q2: 2,485 shares; 2022Q3: 2,485 shares; 2022Q4: 1,293 shares; 2023Q1: 1,293 shares; 2023Q2: 1,329 shares 1,329 $133K 0.02% +36 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 800 shares; 2021Q4: 800 shares; 2022Q1: 800 shares; 2022Q2: 800 shares; 2022Q3: 800 shares; 2022Q4: 800 shares; 2023Q1: 800 shares; 2023Q2: 1,214 shares 1,214 $132K 0.02% +414 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,832 shares; 2021Q4: 3,832 shares; 2022Q1: 3,832 shares; 2022Q2: 3,832 shares; 2022Q3: 3,832 shares; 2022Q4: 3,970 shares; 2023Q1: 3,970 shares; 2023Q2: 3,970 shares 3,970 $132K 0.02% 0 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,376 shares; 2021Q4: 2,376 shares; 2022Q1: 2,376 shares; 2022Q2: 2,376 shares; 2022Q3: 2,376 shares; 2022Q4: 2,376 shares; 2023Q1: 2,376 shares; 2023Q2: 2,376 shares 2,376 $129K 0.02% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 956 shares; 2021Q4: 831 shares; 2022Q1: 831 shares; 2022Q2: 853 shares; 2022Q3: 758 shares; 2022Q4: 758 shares; 2023Q1: 937 shares; 2023Q2: 937 shares 937 $128K 0.02% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,280 shares; 2021Q4: 2,280 shares; 2022Q1: 2,280 shares; 2022Q2: 2,280 shares; 2022Q3: 2,280 shares; 2022Q4: 2,280 shares; 2023Q1: 2,280 shares; 2023Q2: 2,330 shares 2,330 $128K 0.02% +50 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; 2021Q3: 786 shares; 2021Q4: 786 shares; 2022Q1: 786 shares; 2022Q2: 1,380 shares; 2022Q3: 1,481 shares; 2022Q4: 1,426 shares; 2023Q1: 1,426 shares; 2023Q2: 1,426 shares 1,426 $126K 0.02% 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; 2021Q3: 506 shares; 2021Q4: 517 shares; 2022Q1: 552 shares; 2022Q2: 552 shares; 2022Q3: 557 shares; 2022Q4: 557 shares; 2023Q1: 549 shares; 2023Q2: 529 shares 529 $126K 0.02% -20 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,420 shares 4,420 $125K 0.02% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 527 shares; 2021Q4: 527 shares; 2022Q1: 527 shares; 2022Q2: 527 shares; 2022Q3: 527 shares; 2022Q4: 625 shares; 2023Q1: 863 shares; 2023Q2: 842 shares 842 $123K 0.02% -21 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,007 shares; 2021Q4: 2,007 shares; 2022Q1: 2,007 shares; 2022Q2: 2,007 shares; 2022Q3: 1,917 shares; 2022Q4: 1,957 shares; 2023Q1: 1,957 shares; 2023Q2: 1,957 shares 1,957 $123K 0.02% 0 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; 2021Q3: 824 shares; 2021Q4: 824 shares; 2022Q1: 824 shares; 2022Q2: 824 shares; 2022Q3: 824 shares; 2022Q4: 824 shares; 2023Q1: 824 shares; 2023Q2: 886 shares 886 $122K 0.02% +62 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,005 shares; 2021Q4: 1,171 shares; 2022Q1: 1,722 shares; 2022Q2: 1,722 shares; 2022Q3: 1,722 shares; 2022Q4: 1,722 shares; 2023Q1: 1,722 shares; 2023Q2: 1,722 shares 1,722 $121K 0.02% 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; 2021Q3: 881 shares; 2021Q4: 858 shares; 2022Q1: 707 shares; 2022Q2: 604 shares; 2022Q3: 604 shares; 2022Q4: 604 shares; 2023Q1: 590 shares; 2023Q2: 590 shares 590 $121K 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,353 shares 1,353 $119K 0.02% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 739 shares; 2021Q4: 739 shares; 2022Q1: 739 shares; 2022Q2: 679 shares; 2022Q3: 679 shares; 2022Q4: 679 shares; 2023Q1: 679 shares; 2023Q2: 679 shares 679 $118K 0.02% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,761 shares; 2021Q4: 1,761 shares; 2022Q1: 1,761 shares; 2022Q2: 1,761 shares; 2022Q3: 1,761 shares; 2022Q4: 1,761 shares; 2023Q1: 1,761 shares; 2023Q2: 1,761 shares 1,761 $118K 0.02% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4 shares; 2021Q4: 4 shares; 2022Q1: 4 shares; 2022Q2: 4 shares; 2022Q3: 4 shares; 2022Q4: 71 shares; 2023Q1: 454 shares; 2023Q2: 131 shares 131 $117K 0.02% -323 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,600 shares; 2021Q4: 1,601 shares; 2022Q1: 1,602 shares; 2022Q2: 1,604 shares; 2022Q3: 1,606 shares; 2022Q4: 1,608 shares; 2023Q1: 1,609 shares; 2023Q2: 1,611 shares 1,611 $116K 0.02% +2 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: 1,417 shares; 2022Q1: 35,868 shares; 2022Q2: 51,006 shares; 2022Q3: 47,780 shares; 2022Q4: 48,874 shares; 2023Q1: 39,108 shares; 2023Q2: 32,742 shares 32,742 $115K 0.02% -6,366 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 8,362 shares; 2021Q4: 4,537 shares; 2022Q1: 4,537 shares; 2022Q2: 4,537 shares; 2022Q3: 4,537 shares; 2022Q4: 4,537 shares; 2023Q1: 4,304 shares; 2023Q2: 4,304 shares 4,304 $114K 0.02% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,200 shares; 2021Q4: 1,200 shares; 2022Q1: 1,200 shares; 2022Q2: 1,200 shares; 2022Q3: 1,200 shares; 2022Q4: 1,200 shares; 2023Q1: 1,200 shares; 2023Q2: 1,200 shares 1,200 $113K 0.02% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 370 shares; 2021Q4: 939 shares; 2022Q1: 1,169 shares; 2022Q2: 909 shares; 2022Q3: 909 shares; 2022Q4: 765 shares; 2023Q1: 690 shares; 2023Q2: 665 shares 665 $113K 0.02% -25 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,186 shares; 2021Q4: 1,188 shares; 2022Q1: 1,214 shares; 2022Q2: 1,372 shares; 2022Q3: 1,373 shares; 2022Q4: 1,375 shares; 2023Q1: 2,089 shares; 2023Q2: 2,092 shares 2,092 $111K 0.02% +3 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 868 shares; 2022Q4: 5,911 shares; 2023Q1: 9,235 shares; 2023Q2: 3,300 shares 3,300 $109K 0.02% -5,935 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,521 shares; 2021Q4: 1,529 shares; 2022Q1: 1,537 shares; 2022Q2: 1,546 shares; 2022Q3: 1,555 shares; 2022Q4: 1,563 shares; 2023Q1: 1,516 shares; 2023Q2: 1,527 shares 1,527 $108K 0.02% +11 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 79 shares; 2022Q4: 264 shares; 2023Q1: 482 shares; 2023Q2: 461 shares 461 $108K 0.02% -21 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,548 shares 1,548 $106K 0.02% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 707 shares; 2021Q4: 707 shares; 2022Q1: 1,767 shares; 2022Q2: 1,767 shares; 2022Q3: 1,767 shares; 2022Q4: 707 shares; 2023Q1: 889 shares; 2023Q2: 939 shares 939 $106K 0.02% +50 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,356 shares; 2022Q2: 1,356 shares; 2022Q3: 1,156 shares; 2022Q4: 1,156 shares; 2023Q1: 1,156 shares; 2023Q2: 1,156 shares 1,156 $106K 0.02% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 4,395 shares; 2022Q3: 4,395 shares; 2022Q4: 4,265 shares; 2023Q1: 3,975 shares; 2023Q2: 3,975 shares 3,975 $106K 0.02% 0 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 780 shares; 2021Q4: 885 shares; 2022Q1: 940 shares; 2022Q2: 1,010 shares; 2022Q3: 1,010 shares; 2022Q4: 1,010 shares; 2023Q1: 920 shares; 2023Q2: 920 shares 920 $105K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,046 shares; 2023Q1: 3,090 shares; 2023Q2: 3,000 shares 3,000 $105K 0.02% -90 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,495 shares; 2021Q4: 3,495 shares; 2022Q1: 3,615 shares; 2022Q2: 3,615 shares; 2022Q3: 3,616 shares; 2022Q4: 3,616 shares; 2023Q1: 3,616 shares; 2023Q2: 3,616 shares 3,616 $104K 0.02% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 276 shares; 2022Q2: 1,683 shares; 2022Q3: 1,683 shares; 2022Q4: 1,683 shares; 2023Q1: 2,457 shares; 2023Q2: 3,975 shares 3,975 $104K 0.02% +1,518 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,529 shares; 2021Q4: 2,514 shares; 2022Q1: 1,314 shares; 2022Q2: 1,314 shares; 2022Q3: 1,314 shares; 2022Q4: 964 shares; 2023Q1: 964 shares; 2023Q2: 964 shares 964 $103K 0.02% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,877 shares; 2021Q4: 1,891 shares; 2022Q1: 1,891 shares; 2022Q2: 3,559 shares; 2022Q3: 1,891 shares; 2022Q4: 1,891 shares; 2023Q1: 1,891 shares; 2023Q2: 2,116 shares 2,116 $103K 0.02% +225 Timeline VMWARE, INC. VMWARE, INC. More: the full row for VMWARE, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 504 shares; 2021Q4: 798 shares; 2022Q1: 813 shares; 2022Q2: 848 shares; 2022Q3: 686 shares; 2022Q4: 711 shares; 2023Q1: 711 shares; 2023Q2: 719 shares 719 $103K 0.02% +8 PBW 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; 2021Q3: 2,344 shares; 2021Q4: 2,835 shares; 2022Q1: 3,027 shares; 2022Q2: 3,359 shares; 2022Q3: 3,067 shares; 2022Q4: 2,772 shares; 2023Q1: 2,661 shares; 2023Q2: 2,568 shares 2,568 $103K 0.02% -93 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 556 shares; 2021Q4: 556 shares; 2022Q1: 556 shares; 2022Q2: 556 shares; 2022Q3: 556 shares; 2022Q4: 556 shares; 2023Q1: 556 shares; 2023Q2: 556 shares 556 $103K 0.02% 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; 2021Q3: 285 shares; 2021Q4: 570 shares; 2022Q1: 570 shares; 2022Q2: 570 shares; 2022Q3: 637 shares; 2022Q4: 637 shares; 2023Q1: 637 shares; 2023Q2: 637 shares 637 $103K 0.02% 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; 2021Q3: 2,213 shares; 2021Q4: 2,219 shares; 2022Q1: 1,725 shares; 2022Q2: 1,497 shares; 2022Q3: 1,502 shares; 2022Q4: 1,456 shares; 2023Q1: 1,034 shares; 2023Q2: 1,138 shares 1,138 $102K 0.02% +104 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 722 shares; 2021Q4: 722 shares; 2022Q1: 772 shares; 2022Q2: 483 shares; 2022Q3: 638 shares; 2022Q4: 638 shares; 2023Q1: 693 shares; 2023Q2: 693 shares 693 $102K 0.02% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 441 shares; 2021Q4: 420 shares; 2022Q1: 420 shares; 2022Q2: 444 shares; 2022Q3: 446 shares; 2022Q4: 749 shares; 2023Q1: 713 shares; 2023Q2: 706 shares 706 $102K 0.02% -7 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,575 shares; 2021Q4: 4,119 shares; 2022Q1: 5,444 shares; 2022Q2: 5,404 shares; 2022Q3: 5,409 shares; 2022Q4: 4,246 shares; 2023Q1: 1,322 shares; 2023Q2: 1,527 shares 1,527 $102K 0.02% +205 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 3,000 shares; 2021Q4: 3,000 shares; 2022Q1: 3,000 shares; 2022Q2: 3,000 shares; 2022Q3: 3,000 shares; 2022Q4: 2,500 shares; 2023Q1: 2,500 shares; 2023Q2: 2,500 shares 2,500 $101K 0.02% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 780 shares; 2021Q4: 1,346 shares; 2022Q1: 1,349 shares; 2022Q2: 1,354 shares; 2022Q3: 1,359 shares; 2022Q4: 1,911 shares; 2023Q1: 1,819 shares; 2023Q2: 1,824 shares 1,824 $101K 0.02% +5 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,275 shares; 2021Q4: 1,275 shares; 2022Q1: 2,556 shares; 2022Q2: 2,702 shares; 2022Q3: 2,702 shares; 2022Q4: 2,702 shares; 2023Q1: 2,702 shares; 2023Q2: 2,702 shares 2,702 $99.9K 0.02% 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; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 386 shares; 2022Q4: 590 shares; 2023Q1: 590 shares; 2023Q2: 590 shares 590 $96.6K 0.02% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 809 shares; 2023Q1: 1,527 shares; 2023Q2: 1,464 shares 1,464 $96.4K 0.02% -63 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares; 2022Q2: 500 shares; 2022Q3: 500 shares; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares 500 $95.6K 0.02% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,542 shares; 2021Q4: 1,546 shares; 2022Q1: 1,551 shares; 2022Q2: 1,513 shares; 2022Q3: 1,518 shares; 2022Q4: 1,523 shares; 2023Q1: 1,513 shares; 2023Q2: 1,519 shares 1,519 $95.1K 0.02% +6 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2,707 shares; 2022Q3: 2,707 shares; 2022Q4: 2,608 shares; 2023Q1: 1,750 shares; 2023Q2: 1,750 shares 1,750 $94.6K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 270 shares; 2021Q4: 270 shares; 2022Q1: 270 shares; 2022Q2: 279 shares; 2022Q3: 279 shares; 2022Q4: 279 shares; 2023Q1: 279 shares; 2023Q2: 279 shares 279 $92.7K 0.02% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,103 shares; 2021Q4: 1,103 shares; 2022Q1: 1,103 shares; 2022Q2: 1,103 shares; 2022Q3: 1,103 shares; 2022Q4: 1,103 shares; 2023Q1: 987 shares; 2023Q2: 987 shares 987 $92.6K 0.02% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 20 shares; 2021Q4: 20 shares; 2022Q1: 20 shares; 2022Q2: 20 shares; 2022Q3: 20 shares; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 199 shares 199 $91.9K 0.01% +179 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 55 shares; 2021Q4: 55 shares; 2022Q1: 55 shares; 2022Q2: 55 shares; 2022Q3: 55 shares; 2022Q4: 55 shares; 2023Q1: 55 shares; 2023Q2: 602 shares 602 $91.4K 0.01% +547 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 773 shares; 2021Q4: 778 shares; 2022Q1: 1,073 shares; 2022Q2: 1,080 shares; 2022Q3: 1,089 shares; 2022Q4: 1,099 shares; 2023Q1: 1,108 shares; 2023Q2: 1,117 shares 1,117 $90.3K 0.01% +9 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2 shares; 2021Q4: 2 shares; 2022Q1: 2 shares; 2022Q2: 2 shares; 2022Q3: 92 shares; 2022Q4: 1,100 shares; 2023Q1: 2,109 shares; 2023Q2: 491 shares 491 $88.2K 0.01% -1,618 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 155 shares; 2021Q4: 157 shares; 2022Q1: 159 shares; 2022Q2: 160 shares; 2022Q3: 162 shares; 2022Q4: 142 shares; 2023Q1: 122 shares; 2023Q2: 747 shares 747 $87.6K 0.01% +625 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares 300 $87.6K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 250 shares; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares 250 $86.9K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 410 shares; 2023Q1: 701 shares; 2023Q2: 675 shares 675 $84.4K 0.01% -26 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 72 shares; 2021Q4: 72 shares; 2022Q1: 72 shares; 2022Q2: 72 shares; 2022Q3: 72 shares; 2022Q4: 156 shares; 2023Q1: 272 shares; 2023Q2: 261 shares 261 $83.9K 0.01% -11 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; 2021Q3: 53 shares; 2021Q4: 53 shares; 2022Q1: 53 shares; 2022Q2: 51 shares; 2022Q3: 31 shares; 2022Q4: 31 shares; 2023Q1: 31 shares; 2023Q2: 31 shares 31 $83.7K 0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares; 2022Q2: 1,000 shares; 2022Q3: 1,000 shares; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares 1,000 $83.1K 0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 7,610 shares; 2021Q4: 7,740 shares; 2022Q1: 7,275 shares; 2022Q2: 7,935 shares; 2022Q3: 7,935 shares; 2022Q4: 7,935 shares; 2023Q1: 7,935 shares; 2023Q2: 7,960 shares 7,960 $82.7K 0.01% +25 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2,970 shares; 2023Q2: 2,970 shares 2,970 $82.7K 0.01% 0 Timeline OFG OFG BANCORP More: the full row for OFG BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,161 shares 3,161 $82.4K 0.01% new Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,478 shares; 2021Q4: 1,478 shares; 2022Q1: 1,478 shares; 2022Q2: 1,478 shares; 2022Q3: 1,727 shares; 2022Q4: 1,728 shares; 2023Q1: 1,730 shares; 2023Q2: 1,731 shares 1,731 $81.5K 0.01% +1 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 225 shares; 2021Q4: 240 shares; 2022Q1: 741 shares; 2022Q2: 586 shares; 2022Q3: 567 shares; 2022Q4: 434 shares; 2023Q1: 289 shares; 2023Q2: 269 shares 269 $80.5K 0.01% -20 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 885 shares; 2021Q4: 827 shares; 2022Q1: 827 shares; 2022Q2: 827 shares; 2022Q3: 864 shares; 2022Q4: 1,970 shares; 2023Q1: 1,970 shares; 2023Q2: 2,161 shares 2,161 $80.4K 0.01% +191 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 614 shares; 2021Q4: 604 shares; 2022Q1: 604 shares; 2022Q2: 604 shares; 2022Q3: 604 shares; 2022Q4: 2,971 shares; 2023Q1: 6,200 shares; 2023Q2: 5,865 shares 5,865 $80.1K 0.01% -335 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 63 shares; 2021Q4: 56 shares; 2022Q1: 56 shares; 2022Q2: 56 shares; 2022Q3: 57 shares; 2022Q4: 165 shares; 2023Q1: 229 shares; 2023Q2: 230 shares 230 $78.9K 0.01% +1 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 220 shares; 2021Q4: 220 shares; 2022Q1: 220 shares; 2022Q2: 210 shares; 2022Q3: not reported; 2022Q4: 221 shares; 2023Q1: 476 shares; 2023Q2: 454 shares 454 $75.8K 0.01% -22 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 14,800 shares 14,800 $75.5K 0.01% new Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,419 shares; 2021Q4: 4,260 shares; 2022Q1: 3,886 shares; 2022Q2: 3,878 shares; 2022Q3: 3,845 shares; 2022Q4: 3,649 shares; 2023Q1: 3,607 shares; 2023Q2: 3,608 shares 3,608 $75.1K 0.01% +1 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 340 shares; 2022Q3: 340 shares; 2022Q4: 340 shares; 2023Q1: 340 shares; 2023Q2: 340 shares 340 $74.9K 0.01% 0 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 481 shares; 2021Q4: 473 shares; 2022Q1: 473 shares; 2022Q2: 473 shares; 2022Q3: 473 shares; 2022Q4: 475 shares; 2023Q1: 475 shares; 2023Q2: 475 shares 475 $74.1K 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 684 shares; 2023Q1: 1,474 shares; 2023Q2: 1,402 shares 1,402 $74.1K 0.01% -72 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,530 shares 2,530 $73.8K 0.01% new Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,951 shares 1,951 $73.7K 0.01% new Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 875 shares; 2021Q4: 875 shares; 2022Q1: 875 shares; 2022Q2: 875 shares; 2022Q3: 875 shares; 2022Q4: 1,027 shares; 2023Q1: 1,027 shares; 2023Q2: 1,027 shares 1,027 $73.3K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 350 shares; 2021Q4: 350 shares; 2022Q1: 350 shares; 2022Q2: 350 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares 250 $73.3K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 900 shares; 2021Q4: 1,070 shares; 2022Q1: 1,070 shares; 2022Q2: 1,070 shares; 2022Q3: 999 shares; 2022Q4: 999 shares; 2023Q1: 999 shares; 2023Q2: 999 shares 999 $73K 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; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares 300 $72.6K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 552 shares; 2021Q4: 552 shares; 2022Q1: 552 shares; 2022Q2: 552 shares; 2022Q3: 552 shares; 2022Q4: 552 shares; 2023Q1: 552 shares; 2023Q2: 639 shares 639 $72K 0.01% +87 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 645 shares; 2021Q4: 648 shares; 2022Q1: 651 shares; 2022Q2: 653 shares; 2022Q3: 658 shares; 2022Q4: 661 shares; 2023Q1: 664 shares; 2023Q2: 667 shares 667 $71.4K 0.01% +3 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 203 shares; 2021Q4: 203 shares; 2022Q1: 19 shares; 2022Q2: 19 shares; 2022Q3: 19 shares; 2022Q4: 368 shares; 2023Q1: 626 shares; 2023Q2: 626 shares 626 $70.9K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,875 shares; 2021Q4: 1,992 shares; 2022Q1: 1,992 shares; 2022Q2: 1,992 shares; 2022Q3: 1,992 shares; 2022Q4: 1,992 shares; 2023Q1: 1,992 shares; 2023Q2: 1,992 shares 1,992 $70.7K 0.01% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 325 shares; 2021Q4: 325 shares; 2022Q1: 417 shares; 2022Q2: 417 shares; 2022Q3: 417 shares; 2022Q4: 1,543 shares; 2023Q1: 1,123 shares; 2023Q2: 1,123 shares 1,123 $70.4K 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; 2021Q3: 1,355 shares; 2021Q4: 1,355 shares; 2022Q1: 1,355 shares; 2022Q2: 1,355 shares; 2022Q3: 1,355 shares; 2022Q4: 1,355 shares; 2023Q1: 1,355 shares; 2023Q2: 1,455 shares 1,455 $69.2K 0.01% +100 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,500 shares; 2023Q1: 1,983 shares; 2023Q2: 1,983 shares 1,983 $69.1K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 702 shares 702 $68.4K 0.01% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 415 shares; 2021Q4: 415 shares; 2022Q1: 415 shares; 2022Q2: 415 shares; 2022Q3: 415 shares; 2022Q4: 415 shares; 2023Q1: 415 shares; 2023Q2: 415 shares 415 $67.6K 0.01% 0 Timeline LAKELAND BANCORP INC LAKELAND BANCORP INC More: the full row for LAKELAND BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 5,398 shares; 2021Q4: 5,431 shares; 2022Q1: 5,466 shares; 2022Q2: 5,513 shares; 2022Q3: 5,556 shares; 2022Q4: 4,956 shares; 2023Q1: 4,992 shares; 2023Q2: 5,051 shares 5,051 $67.6K 0.01% +59 LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 370 shares; 2023Q1: 770 shares; 2023Q2: 736 shares 736 $67.6K 0.01% -34 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,374 shares 1,374 $67.2K 0.01% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 250 shares; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares 250 $66.6K 0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 410 shares; 2021Q4: 410 shares; 2022Q1: 410 shares; 2022Q2: 410 shares; 2022Q3: 410 shares; 2022Q4: 410 shares; 2023Q1: 410 shares; 2023Q2: 460 shares 460 $66.5K 0.01% +50 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 750 shares; 2021Q4: 940 shares; 2022Q1: 1,020 shares; 2022Q2: 1,020 shares; 2022Q3: 1,020 shares; 2022Q4: 995 shares; 2023Q1: 945 shares; 2023Q2: 955 shares 955 $66K 0.01% +10 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 910 shares 910 $65.5K 0.01% new Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 848 shares; 2022Q3: 848 shares; 2022Q4: 1,531 shares; 2023Q1: 1,431 shares; 2023Q2: 1,805 shares 1,805 $64.8K 0.01% +374 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,964 shares; 2023Q1: 4,316 shares; 2023Q2: 4,105 shares 4,105 $64.5K 0.01% -211 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,405 shares; 2021Q4: 2,347 shares; 2022Q1: 2,350 shares; 2022Q2: 2,354 shares; 2022Q3: 2,358 shares; 2022Q4: 1,861 shares; 2023Q1: 1,866 shares; 2023Q2: 1,869 shares 1,869 $63.8K 0.01% +3 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 974 shares; 2021Q4: 974 shares; 2022Q1: 974 shares; 2022Q2: 974 shares; 2022Q3: 974 shares; 2022Q4: 974 shares; 2023Q1: 974 shares; 2023Q2: 940 shares 940 $63.5K 0.01% -34 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,803 shares; 2023Q1: 8,525 shares; 2023Q2: 8,048 shares 8,048 $63.5K 0.01% -477 Timeline INTRA-CELLULAR THERAPIES INC INTRA-CELLULAR THERAPIES INC More: the full row for INTRA-CELLULAR THERAPIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares; 2022Q2: 1,000 shares; 2022Q3: 1,000 shares; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares 1,000 $63.3K 0.01% 0 BLV 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 839 shares 839 $62.9K 0.01% new 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,262 shares 5,262 $62.7K 0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 430 shares; 2021Q4: 430 shares; 2022Q1: 430 shares; 2022Q2: 430 shares; 2022Q3: 430 shares; 2022Q4: 430 shares; 2023Q1: 430 shares; 2023Q2: 635 shares 635 $62K 0.01% +205 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 595 shares; 2021Q4: 595 shares; 2022Q1: 595 shares; 2022Q2: 631 shares; 2022Q3: 748 shares; 2022Q4: 1,210 shares; 2023Q1: 1,212 shares; 2023Q2: 1,214 shares 1,214 $60.7K 0.01% +2 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,189 shares; 2021Q4: 2,195 shares; 2022Q1: 2,203 shares; 2022Q2: 2,211 shares; 2022Q3: 2,220 shares; 2022Q4: 2,229 shares; 2023Q1: 2,238 shares; 2023Q2: 2,251 shares 2,251 $60.7K 0.01% +13 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 235 shares; 2022Q3: 235 shares; 2022Q4: 235 shares; 2023Q1: 235 shares; 2023Q2: 235 shares 235 $59.7K 0.01% 0 Timeline RSPM 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; 2021Q3: 885 shares; 2021Q4: 855 shares; 2022Q1: 630 shares; 2022Q2: 630 shares; 2022Q3: 630 shares; 2022Q4: 530 shares; 2023Q1: 405 shares; 2023Q2: 365 shares 365 $59.2K 0.01% -40 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 363 shares; 2021Q4: 356 shares; 2022Q1: 356 shares; 2022Q2: 256 shares; 2022Q3: 256 shares; 2022Q4: 213 shares; 2023Q1: 204 shares; 2023Q2: 304 shares 304 $59K 0.01% +100 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,614 shares; 2021Q4: 1,087 shares; 2022Q1: 1,087 shares; 2022Q2: 1,087 shares; 2022Q3: 1,172 shares; 2022Q4: 1,172 shares; 2023Q1: 1,172 shares; 2023Q2: 1,172 shares 1,172 $58.5K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 111 shares; 2022Q4: 504 shares; 2023Q1: 181 shares; 2023Q2: 379 shares 379 $57.7K 0.01% +198 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 293 shares; 2021Q4: 293 shares; 2022Q1: 456 shares; 2022Q2: 456 shares; 2022Q3: 456 shares; 2022Q4: 456 shares; 2023Q1: 466 shares; 2023Q2: 403 shares 403 $57.3K 0.01% -63 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 235 shares; 2023Q1: 525 shares; 2023Q2: 500 shares 500 $57.2K 0.01% -25 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 812 shares; 2021Q4: 812 shares; 2022Q1: 812 shares; 2022Q2: 1,130 shares; 2022Q3: 1,398 shares; 2022Q4: 1,398 shares; 2023Q1: 1,398 shares; 2023Q2: 3,280 shares 3,280 $56.5K 0.01% +1,882 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,265 shares; 2021Q4: 1,295 shares; 2022Q1: 1,315 shares; 2022Q2: 1,380 shares; 2022Q3: 1,380 shares; 2022Q4: 640 shares; 2023Q1: 640 shares; 2023Q2: 640 shares 640 $55.5K 0.01% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,049 shares; 2021Q4: 1,049 shares; 2022Q1: 1,049 shares; 2022Q2: 1,049 shares; 2022Q3: 1,049 shares; 2022Q4: 1,049 shares; 2023Q1: 1,049 shares; 2023Q2: 1,049 shares 1,049 $54.7K 0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 903 shares; 2022Q2: 1,717 shares; 2022Q3: 1,717 shares; 2022Q4: 1,717 shares; 2023Q1: 1,717 shares; 2023Q2: 1,717 shares 1,717 $54.3K 0.01% 0 Timeline SPLUNK INC SPLUNK INC More: the full row for SPLUNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 742 shares; 2021Q4: 742 shares; 2022Q1: 742 shares; 2022Q2: 742 shares; 2022Q3: 742 shares; 2022Q4: 742 shares; 2023Q1: 510 shares; 2023Q2: 510 shares 510 $54.1K 0.01% 0 IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,281 shares; 2021Q4: 1,281 shares; 2022Q1: 1,281 shares; 2022Q2: 1,281 shares; 2022Q3: 1,281 shares; 2022Q4: 1,281 shares; 2023Q1: 1,281 shares; 2023Q2: 1,281 shares 1,281 $52.6K 0.01% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 395 shares 395 $52.2K 0.01% new Timeline PDN 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; 2021Q3: 586 shares; 2021Q4: 4,474 shares; 2022Q1: 7,105 shares; 2022Q2: 7,160 shares; 2022Q3: 4,418 shares; 2022Q4: 1,680 shares; 2023Q1: 1,680 shares; 2023Q2: 1,680 shares 1,680 $51.7K 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; 2021Q3: 676 shares; 2021Q4: 678 shares; 2022Q1: 681 shares; 2022Q2: 683 shares; 2022Q3: 686 shares; 2022Q4: 689 shares; 2023Q1: 693 shares; 2023Q2: 695 shares 695 $51.7K 0.01% +2 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 615 shares 615 $50.4K 0.01% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 596 shares; 2021Q4: 596 shares; 2022Q1: 596 shares; 2022Q2: 596 shares; 2022Q3: 596 shares; 2022Q4: 596 shares; 2023Q1: 596 shares; 2023Q2: 596 shares 596 $50.2K 0.01% 0 Timeline CGW 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; 2021Q3: 971 shares; 2021Q4: 971 shares; 2022Q1: 971 shares; 2022Q2: 971 shares; 2022Q3: 971 shares; 2022Q4: 971 shares; 2023Q1: 971 shares; 2023Q2: 971 shares 971 $49.9K 0.01% 0 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2,549 shares; 2023Q2: 2,549 shares 2,549 $49.5K 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 337 shares; 2021Q4: 337 shares; 2022Q1: 337 shares; 2022Q2: 337 shares; 2022Q3: 337 shares; 2022Q4: 337 shares; 2023Q1: 337 shares; 2023Q2: 337 shares 337 $49.1K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 910 shares; 2021Q4: 910 shares; 2022Q1: 910 shares; 2022Q2: 910 shares; 2022Q3: 910 shares; 2022Q4: 910 shares; 2023Q1: 910 shares; 2023Q2: 870 shares 870 $48.7K 0.01% -40 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 422 shares; 2021Q4: 412 shares; 2022Q1: 412 shares; 2022Q2: 182 shares; 2022Q3: 182 shares; 2022Q4: 182 shares; 2023Q1: 182 shares; 2023Q2: 182 shares 182 $48K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 221 shares; 2021Q4: 222 shares; 2022Q1: 224 shares; 2022Q2: 227 shares; 2022Q3: 212 shares; 2022Q4: 312 shares; 2023Q1: 312 shares; 2023Q2: 212 shares 212 $47.9K 0.01% -100 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,983 shares 4,983 $47.6K 0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 522 shares; 2021Q4: 522 shares; 2022Q1: 522 shares; 2022Q2: 504 shares; 2022Q3: 461 shares; 2022Q4: 461 shares; 2023Q1: 461 shares; 2023Q2: 433 shares 433 $47.6K 0.01% -28 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 629 shares; 2023Q1: 629 shares; 2023Q2: 629 shares 629 $47.2K 0.01% 0 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 664 shares; 2022Q2: 664 shares; 2022Q3: 481 shares; 2022Q4: 481 shares; 2023Q1: 481 shares; 2023Q2: 481 shares 481 $47.1K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,867 shares; 2021Q4: 2,917 shares; 2022Q1: 2,938 shares; 2022Q2: 2,917 shares; 2022Q3: 1,090 shares; 2022Q4: 1,090 shares; 2023Q1: 644 shares; 2023Q2: 684 shares 684 $46.2K 0.01% +40 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; 2021Q3: 351 shares; 2021Q4: 354 shares; 2022Q1: 357 shares; 2022Q2: 360 shares; 2022Q3: 363 shares; 2022Q4: 366 shares; 2023Q1: 369 shares; 2023Q2: 771 shares 771 $46.1K 0.01% +402 Timeline