SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 218,983 shares; 2023Q2: 219,299 shares; 2023Q3: 211,338 shares; 2023Q4: 211,636 shares; 2024Q1: 216,851 shares; 2024Q2: 223,940 shares; 2024Q3: 227,807 shares; 2024Q4: 225,379 shares 225,379 $133M 6.11% -2,428 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 567,771 shares; 2023Q3: 523,818 shares; 2023Q4: 363,815 shares; 2024Q1: 704,711 shares; 2024Q2: 900,810 shares; 2024Q3: 1,263,965 shares; 2024Q4: 1,192,384 shares 1,192,384 $120M 5.51% -71,581 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; 2023Q1: 159,470 shares; 2023Q2: 167,850 shares; 2023Q3: 165,271 shares; 2023Q4: 152,255 shares; 2024Q1: 163,961 shares; 2024Q2: 187,728 shares; 2024Q3: 191,644 shares; 2024Q4: 197,915 shares 197,915 $107M 4.91% +6,271 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,241,418 shares; 2023Q2: 2,242,596 shares; 2023Q3: 2,230,218 shares; 2023Q4: 2,260,520 shares; 2024Q1: 2,245,376 shares; 2024Q2: 2,221,077 shares; 2024Q3: 2,216,320 shares; 2024Q4: 2,284,735 shares 2,284,735 $101M 4.64% +68,415 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; 2023Q1: 2,293,114 shares; 2023Q2: 2,217,202 shares; 2023Q3: 2,214,684 shares; 2023Q4: 2,195,963 shares; 2024Q1: 2,073,882 shares; 2024Q2: 1,922,000 shares; 2024Q3: 1,900,038 shares; 2024Q4: 1,953,606 shares 1,953,606 $93.4M 4.31% +53,568 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; 2023Q1: 275,536 shares; 2023Q2: 278,272 shares; 2023Q3: 276,920 shares; 2023Q4: 274,498 shares; 2024Q1: 276,036 shares; 2024Q2: 281,984 shares; 2024Q3: 285,372 shares; 2024Q4: 288,908 shares 288,908 $83.7M 3.86% +3,536 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 229,228 shares; 2023Q2: 230,052 shares; 2023Q3: 213,272 shares; 2023Q4: 213,909 shares; 2024Q1: 213,629 shares; 2024Q2: 213,630 shares; 2024Q3: 213,682 shares; 2024Q4: 213,683 shares 213,683 $68.8M 3.17% +1 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 520,677 shares; 2023Q2: 561,438 shares; 2023Q3: 581,681 shares; 2023Q4: 600,371 shares; 2024Q1: 636,174 shares; 2024Q2: 662,564 shares; 2024Q3: 672,406 shares; 2024Q4: 752,360 shares 752,360 $54.1M 2.49% +79,954 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 208,562 shares; 2023Q2: 210,098 shares; 2023Q3: 207,177 shares; 2023Q4: 207,777 shares; 2024Q1: 209,343 shares; 2024Q2: 213,493 shares; 2024Q3: 206,918 shares; 2024Q4: 200,796 shares 200,796 $50.3M 2.32% -6,122 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; 2023Q1: 1,543,908 shares; 2023Q2: 1,588,987 shares; 2023Q3: 1,546,510 shares; 2023Q4: 1,441,367 shares; 2024Q1: 1,427,443 shares; 2024Q2: 1,345,975 shares; 2024Q3: 1,340,813 shares; 2024Q4: 2,485,593 shares 2,485,593 $46M 2.12% +1,144,780 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 25,197 shares; 2023Q2: 27,652 shares; 2023Q3: 28,693 shares; 2023Q4: 29,163 shares; 2024Q1: 31,479 shares; 2024Q2: 320,017 shares; 2024Q3: 320,625 shares; 2024Q4: 336,173 shares 336,173 $45.1M 2.08% +15,548 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 334,419 shares; 2023Q2: 364,067 shares; 2023Q3: 348,688 shares; 2023Q4: 345,769 shares; 2024Q1: 470,348 shares; 2024Q2: 767,181 shares; 2024Q3: 873,097 shares; 2024Q4: 874,136 shares 874,136 $42.1M 1.94% +1,039 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 661,957 shares; 2023Q2: 609,989 shares; 2023Q3: 590,756 shares; 2023Q4: 629,757 shares; 2024Q1: 651,028 shares; 2024Q2: 816,985 shares; 2024Q3: 819,331 shares; 2024Q4: 698,160 shares 698,160 $40.5M 1.87% -121,171 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,412,870 shares; 2023Q2: 1,437,958 shares; 2023Q3: 1,358,139 shares; 2023Q4: 1,220,062 shares; 2024Q1: 1,234,621 shares; 2024Q2: 1,204,653 shares; 2024Q3: 1,225,263 shares; 2024Q4: 1,182,388 shares 1,182,388 $37.6M 1.73% -42,875 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 81,084 shares; 2023Q2: 82,540 shares; 2023Q3: 81,556 shares; 2023Q4: 83,817 shares; 2024Q1: 85,190 shares; 2024Q2: 85,341 shares; 2024Q3: 80,514 shares; 2024Q4: 87,068 shares 87,068 $36.7M 1.69% +6,554 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 611,019 shares; 2023Q2: 602,405 shares; 2023Q3: 595,012 shares; 2023Q4: 545,510 shares; 2024Q1: 541,436 shares; 2024Q2: 511,156 shares; 2024Q3: 508,717 shares; 2024Q4: 495,218 shares 495,218 $34.8M 1.6% -13,499 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 337,752 shares; 2023Q2: 340,641 shares; 2023Q3: 329,354 shares; 2023Q4: 312,994 shares; 2024Q1: 313,118 shares; 2024Q2: 303,147 shares; 2024Q3: 316,465 shares; 2024Q4: 310,573 shares 310,573 $33.1M 1.52% -5,892 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,533,905 shares; 2023Q2: 1,563,652 shares; 2023Q3: 1,508,958 shares; 2023Q4: 1,414,178 shares; 2024Q1: 1,410,941 shares; 2024Q2: 1,405,826 shares; 2024Q3: 1,406,172 shares; 2024Q4: 1,348,049 shares 1,348,049 $30.7M 1.42% -58,123 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 100,581 shares; 2023Q2: 101,831 shares; 2023Q3: 103,919 shares; 2023Q4: 107,004 shares; 2024Q1: 114,874 shares; 2024Q2: 116,109 shares; 2024Q3: 112,478 shares; 2024Q4: 121,235 shares 121,235 $26.6M 1.23% +8,757 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,453 shares; 2024Q1: 10,595 shares; 2024Q2: 10,421 shares; 2024Q3: 68,674 shares; 2024Q4: 108,354 shares 108,354 $25.1M 1.16% +39,680 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 770,232 shares; 2023Q2: 770,211 shares; 2023Q3: 770,211 shares; 2023Q4: 769,303 shares; 2024Q1: 769,303 shares; 2024Q2: 626,032 shares; 2024Q3: 626,032 shares; 2024Q4: 626,295 shares 626,295 $24.9M 1.15% +263 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 245,765 shares; 2023Q2: 248,038 shares; 2023Q3: 248,038 shares; 2023Q4: 252,354 shares; 2024Q1: 243,378 shares; 2024Q2: 230,528 shares; 2024Q3: 229,229 shares; 2024Q4: 232,460 shares 232,460 $17.6M 0.81% +3,231 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 390,695 shares; 2023Q2: 446,099 shares; 2023Q3: 430,006 shares; 2023Q4: 349,916 shares; 2024Q1: 306,242 shares; 2024Q2: 170,609 shares; 2024Q3: 148,974 shares; 2024Q4: 146,006 shares 146,006 $16.8M 0.78% -2,968 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 223,490 shares; 2023Q2: 261,320 shares; 2023Q3: 259,850 shares; 2023Q4: 267,205 shares; 2024Q1: 247,489 shares; 2024Q2: 247,576 shares; 2024Q3: 221,587 shares; 2024Q4: 218,606 shares 218,606 $16.6M 0.77% -2,981 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 24,916 shares; 2023Q2: 26,965 shares; 2023Q3: 27,117 shares; 2023Q4: 26,518 shares; 2024Q1: 27,083 shares; 2024Q2: 26,944 shares; 2024Q3: 27,195 shares; 2024Q4: 34,834 shares 34,834 $15.8M 0.73% +7,639 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; 2023Q1: 664,503 shares; 2023Q2: 591,592 shares; 2023Q3: 547,487 shares; 2023Q4: 591,069 shares; 2024Q1: 574,334 shares; 2024Q2: 332,950 shares; 2024Q3: 203,898 shares; 2024Q4: 160,015 shares 160,015 $14.3M 0.66% -43,883 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 325,182 shares; 2023Q2: 298,168 shares; 2023Q3: 295,400 shares; 2023Q4: 295,628 shares; 2024Q1: 289,577 shares; 2024Q2: 299,647 shares; 2024Q3: 294,169 shares; 2024Q4: 269,253 shares 269,253 $14.1M 0.65% -24,916 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 29,412 shares; 2023Q2: 29,444 shares; 2023Q3: 29,944 shares; 2023Q4: 26,816 shares; 2024Q1: 25,393 shares; 2024Q2: 25,256 shares; 2024Q3: 25,501 shares; 2024Q4: 23,734 shares 23,734 $14M 0.64% -1,767 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,303 shares; 2023Q2: 19,565 shares; 2023Q3: 19,025 shares; 2023Q4: 19,370 shares; 2024Q1: 22,340 shares; 2024Q2: 22,250 shares; 2024Q3: 22,684 shares; 2024Q4: 23,838 shares 23,838 $14M 0.64% +1,154 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 296,950 shares; 2023Q3: 274,711 shares; 2023Q4: 248,299 shares; 2024Q1: 544,653 shares; 2024Q2: 457,245 shares; 2024Q3: 420,911 shares; 2024Q4: 151,088 shares 151,088 $13.8M 0.64% -269,823 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 575,089 shares; 2023Q2: 566,290 shares; 2023Q3: 525,558 shares; 2023Q4: 500,152 shares; 2024Q1: 500,152 shares; 2024Q2: 484,337 shares; 2024Q3: 484,337 shares; 2024Q4: 402,085 shares 402,085 $13.7M 0.63% -82,252 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 53,234 shares; 2023Q2: 53,207 shares; 2023Q3: 79,675 shares; 2023Q4: 76,665 shares; 2024Q1: 76,606 shares; 2024Q2: 73,367 shares; 2024Q3: 70,534 shares; 2024Q4: 70,405 shares 70,405 $13.4M 0.62% -129 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 537,766 shares; 2023Q2: 568,978 shares; 2023Q3: 562,753 shares; 2023Q4: 483,471 shares; 2024Q1: 471,423 shares; 2024Q2: 475,010 shares; 2024Q3: 508,858 shares; 2024Q4: 500,412 shares 500,412 $13.3M 0.61% -8,446 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 57,756 shares; 2023Q2: 59,337 shares; 2023Q3: 67,197 shares; 2023Q4: 66,245 shares; 2024Q1: 66,269 shares; 2024Q2: 68,815 shares; 2024Q3: 68,310 shares; 2024Q4: 69,680 shares 69,680 $13.2M 0.61% +1,370 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 318,598 shares 318,598 $12.7M 0.59% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 37,574 shares; 2023Q2: 38,913 shares; 2023Q3: 38,119 shares; 2023Q4: 38,088 shares; 2024Q1: 38,459 shares; 2024Q2: 38,030 shares; 2024Q3: 43,341 shares; 2024Q4: 61,572 shares 61,572 $10.9M 0.5% +18,231 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; 2023Q1: 127,516 shares; 2023Q2: 125,696 shares; 2023Q3: 121,790 shares; 2023Q4: 123,817 shares; 2024Q1: 121,409 shares; 2024Q2: 126,668 shares; 2024Q3: 131,345 shares; 2024Q4: 103,167 shares 103,167 $10.8M 0.5% -28,178 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 25,812 shares; 2023Q2: 25,828 shares; 2023Q3: 23,904 shares; 2023Q4: 26,515 shares; 2024Q1: 25,086 shares; 2024Q2: 19,607 shares; 2024Q3: 19,752 shares; 2024Q4: 20,250 shares 20,250 $10.4M 0.48% +498 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 58,052 shares; 2023Q2: 58,163 shares; 2023Q3: 58,446 shares; 2023Q4: 56,545 shares; 2024Q1: 56,254 shares; 2024Q2: 56,326 shares; 2024Q3: 56,143 shares; 2024Q4: 56,636 shares 56,636 $10M 0.46% +493 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 30,800 shares; 2023Q2: 30,154 shares; 2023Q3: 19,054 shares; 2023Q4: 19,900 shares; 2024Q1: 23,321 shares; 2024Q2: 18,542 shares; 2024Q3: 21,559 shares; 2024Q4: 24,689 shares 24,689 $9.97M 0.46% +3,130 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 32,536 shares; 2023Q2: 34,420 shares; 2023Q3: 34,420 shares; 2023Q4: 34,678 shares; 2024Q1: 52,946 shares; 2024Q2: 53,195 shares; 2024Q3: 53,296 shares; 2024Q4: 76,134 shares 76,134 $9.81M 0.45% +22,838 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; 2023Q1: 138,263 shares; 2023Q2: 136,887 shares; 2023Q3: 137,348 shares; 2023Q4: 137,847 shares; 2024Q1: 137,847 shares; 2024Q2: 137,847 shares; 2024Q3: 137,987 shares; 2024Q4: 398,416 shares 398,416 $9.24M 0.43% +260,429 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 328,052 shares 328,052 $9.07M 0.42% new 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; 2023Q1: 216,509 shares; 2023Q2: 183,112 shares; 2023Q3: 155,188 shares; 2023Q4: 155,622 shares; 2024Q1: 155,622 shares; 2024Q2: 155,624 shares; 2024Q3: 155,625 shares; 2024Q4: 154,235 shares 154,235 $8.85M 0.41% -1,390 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; 2023Q1: 29,444 shares; 2023Q2: 29,464 shares; 2023Q3: 50,366 shares; 2023Q4: 50,006 shares; 2024Q1: 48,950 shares; 2024Q2: 49,811 shares; 2024Q3: 17,425 shares; 2024Q4: 49,355 shares 49,355 $8.74M 0.4% +31,930 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,187 shares; 2023Q2: 10,557 shares; 2023Q3: 10,325 shares; 2023Q4: 10,089 shares; 2024Q1: 10,936 shares; 2024Q2: 10,736 shares; 2024Q3: 10,808 shares; 2024Q4: 11,019 shares 11,019 $8.51M 0.39% +211 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 389,989 shares; 2023Q2: 407,019 shares; 2023Q3: 410,542 shares; 2023Q4: 346,755 shares; 2024Q1: 326,646 shares; 2024Q2: 194,601 shares; 2024Q3: 218,601 shares; 2024Q4: 327,931 shares 327,931 $7.97M 0.37% +109,330 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 45,923 shares; 2023Q2: 44,443 shares; 2023Q3: 45,357 shares; 2023Q4: 83,717 shares; 2024Q1: 83,782 shares; 2024Q2: 75,322 shares; 2024Q3: 75,460 shares; 2024Q4: 81,178 shares 81,178 $7.87M 0.36% +5,718 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,661 shares; 2023Q2: 19,396 shares; 2023Q3: 21,938 shares; 2023Q4: 24,003 shares; 2024Q1: 24,794 shares; 2024Q2: 23,456 shares; 2024Q3: 30,558 shares; 2024Q4: 35,480 shares 35,480 $7.84M 0.36% +4,922 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 21,367 shares; 2023Q2: 21,419 shares; 2023Q3: 21,351 shares; 2023Q4: 21,563 shares; 2024Q1: 21,677 shares; 2024Q2: 22,009 shares; 2024Q3: 9,210 shares; 2024Q4: 22,382 shares 22,382 $7.43M 0.34% +13,172 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 501,315 shares; 2023Q3: 739,223 shares; 2023Q4: 985,631 shares; 2024Q1: 876,136 shares; 2024Q2: 876,136 shares; 2024Q3: 697,694 shares; 2024Q4: 696,360 shares 696,360 $7.21M 0.33% -1,334 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 29,561 shares; 2023Q2: 28,884 shares; 2023Q3: 29,329 shares; 2023Q4: 30,094 shares; 2024Q1: 29,902 shares; 2024Q2: 29,782 shares; 2024Q3: 30,018 shares; 2024Q4: 30,093 shares 30,093 $7.21M 0.33% +75 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 40,440 shares; 2023Q2: 40,106 shares; 2023Q3: 40,013 shares; 2023Q4: 39,919 shares; 2024Q1: 40,451 shares; 2024Q2: 40,685 shares; 2024Q3: 19,340 shares; 2024Q4: 41,171 shares 41,171 $7.1M 0.33% +21,831 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 191,454 shares; 2023Q2: 191,454 shares; 2023Q3: 191,454 shares; 2023Q4: 192,095 shares; 2024Q1: 235,740 shares; 2024Q2: 238,629 shares; 2024Q3: 238,629 shares; 2024Q4: 240,270 shares 240,270 $6.97M 0.32% +1,641 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 137,992 shares; 2023Q2: 137,992 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 383,201 shares 383,201 $6.89M 0.32% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 187,164 shares; 2023Q2: 170,280 shares; 2023Q3: 170,280 shares; 2023Q4: 172,962 shares; 2024Q1: 172,962 shares; 2024Q2: 172,962 shares; 2024Q3: 172,962 shares; 2024Q4: 172,962 shares 172,962 $6.64M 0.31% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 20,405 shares; 2023Q2: 24,549 shares; 2023Q3: 24,068 shares; 2023Q4: 23,970 shares; 2024Q1: 24,941 shares; 2024Q2: 57,423 shares; 2024Q3: 43,228 shares; 2024Q4: 58,313 shares 58,313 $6.27M 0.29% +15,085 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,157 shares; 2023Q2: 12,119 shares; 2023Q3: 12,172 shares; 2023Q4: 12,348 shares; 2024Q1: 12,141 shares; 2024Q2: 12,172 shares; 2024Q3: 12,397 shares; 2024Q4: 12,223 shares 12,223 $6.18M 0.28% -174 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 18,859 shares; 2023Q2: 19,211 shares; 2023Q3: 19,071 shares; 2023Q4: 18,976 shares; 2024Q1: 19,551 shares; 2024Q2: 19,272 shares; 2024Q3: 19,085 shares; 2024Q4: 19,422 shares 19,422 $6.14M 0.28% +337 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 666,027 shares; 2023Q2: 788,418 shares; 2023Q3: 870,928 shares; 2023Q4: 782,958 shares; 2024Q1: 617,513 shares; 2024Q2: 137,987 shares; 2024Q3: 105,185 shares; 2024Q4: 98,315 shares 98,315 $5.97M 0.28% -6,870 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,735 shares; 2023Q2: 15,745 shares; 2023Q3: 15,582 shares; 2023Q4: 15,564 shares; 2024Q1: 16,007 shares; 2024Q2: 16,136 shares; 2024Q3: 8,454 shares; 2024Q4: 16,257 shares 16,257 $5.9M 0.27% +7,803 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,015 shares; 2023Q2: 10,705 shares; 2023Q3: 10,498 shares; 2023Q4: 10,636 shares; 2024Q1: 10,858 shares; 2024Q2: 10,694 shares; 2024Q3: 10,765 shares; 2024Q4: 10,863 shares 10,863 $5.72M 0.26% +98 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 109,669 shares; 2023Q2: 109,900 shares; 2023Q3: 106,528 shares; 2023Q4: 106,332 shares; 2024Q1: 106,526 shares; 2024Q2: 105,613 shares; 2024Q3: 35,171 shares; 2024Q4: 105,083 shares 105,083 $5.69M 0.26% +69,912 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 46,187 shares; 2023Q2: 46,198 shares; 2023Q3: 46,198 shares; 2023Q4: 45,711 shares; 2024Q1: 45,662 shares; 2024Q2: 45,580 shares; 2024Q3: 45,580 shares; 2024Q4: 45,647 shares 45,647 $5.36M 0.25% +67 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,123 shares; 2024Q1: 6,034 shares; 2024Q2: 5,883 shares; 2024Q3: 6,045 shares; 2024Q4: 5,972 shares 5,972 $5.32M 0.25% -73 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 22,306 shares; 2023Q2: 25,575 shares; 2023Q3: 23,172 shares; 2023Q4: 29,383 shares; 2024Q1: 29,537 shares; 2024Q2: 29,788 shares; 2024Q3: 31,032 shares; 2024Q4: 31,018 shares 31,018 $5.17M 0.24% -14 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 36,973 shares; 2023Q4: 42,829 shares; 2024Q1: 43,933 shares; 2024Q2: 44,811 shares; 2024Q3: 23,233 shares; 2024Q4: 44,629 shares 44,629 $5.14M 0.24% +21,396 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,960 shares; 2024Q1: 3,960 shares; 2024Q2: 3,960 shares; 2024Q3: 5,119 shares; 2024Q4: 20,724 shares 20,724 $5.02M 0.23% +15,605 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,900 shares; 2024Q1: 4,240 shares; 2024Q2: 4,596 shares; 2024Q3: 4,791 shares; 2024Q4: 5,362 shares 5,362 $4.91M 0.23% +571 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 44,855 shares; 2023Q2: 45,164 shares; 2023Q3: 44,330 shares; 2023Q4: 43,817 shares; 2024Q1: 44,478 shares; 2024Q2: 44,816 shares; 2024Q3: 25,892 shares; 2024Q4: 44,374 shares 44,374 $4.45M 0.21% +18,482 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 163,001 shares; 2023Q2: 160,392 shares; 2023Q3: 159,725 shares; 2023Q4: 161,855 shares; 2024Q1: 160,463 shares; 2024Q2: 161,390 shares; 2024Q3: 46,909 shares; 2024Q4: 162,364 shares 162,364 $4.45M 0.21% +115,455 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 121,184 shares; 2023Q2: 122,747 shares; 2023Q3: 120,338 shares; 2023Q4: 121,689 shares; 2024Q1: 121,691 shares; 2024Q2: 121,695 shares; 2024Q3: 121,697 shares; 2024Q4: 121,701 shares 121,701 $4.43M 0.2% +4 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 17,861 shares; 2023Q2: 35,211 shares; 2023Q3: 34,566 shares; 2023Q4: 33,855 shares; 2024Q1: 35,077 shares; 2024Q2: 35,362 shares; 2024Q3: 23,088 shares; 2024Q4: 35,185 shares 35,185 $4.42M 0.2% +12,097 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; 2023Q1: 87,156 shares; 2023Q2: 87,156 shares; 2023Q3: 87,156 shares; 2023Q4: 87,156 shares; 2024Q1: 87,156 shares; 2024Q2: 87,156 shares; 2024Q3: 87,156 shares; 2024Q4: 154,914 shares 154,914 $4.12M 0.19% +67,758 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 10,165 shares; 2023Q3: not reported; 2023Q4: 9,948 shares; 2024Q1: 10,422 shares; 2024Q2: 10,153 shares; 2024Q3: 10,391 shares; 2024Q4: 10,434 shares 10,434 $4.06M 0.19% +43 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; 2023Q1: 43,417 shares; 2023Q2: 50,417 shares; 2023Q3: 50,417 shares; 2023Q4: 40,622 shares; 2024Q1: 33,064 shares; 2024Q2: 33,130 shares; 2024Q3: 31,134 shares; 2024Q4: 31,139 shares 31,139 $3.97M 0.18% +5 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 24,614 shares; 2023Q2: 23,714 shares; 2023Q3: 23,955 shares; 2023Q4: 19,310 shares; 2024Q1: 20,109 shares; 2024Q2: 19,989 shares; 2024Q3: 12,489 shares; 2024Q4: 20,829 shares 20,829 $3.91M 0.18% +8,340 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 37,757 shares; 2023Q2: 38,058 shares; 2023Q3: 38,919 shares; 2023Q4: 39,295 shares; 2024Q1: 39,167 shares; 2024Q2: 37,978 shares; 2024Q3: 14,631 shares; 2024Q4: 38,202 shares 38,202 $3.84M 0.18% +23,571 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; 2023Q1: 50,269 shares; 2023Q2: 49,787 shares; 2023Q3: 49,989 shares; 2023Q4: 49,226 shares; 2024Q1: 49,387 shares; 2024Q2: 49,557 shares; 2024Q3: 49,557 shares; 2024Q4: 49,557 shares 49,557 $3.83M 0.18% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 13,115 shares; 2023Q2: 13,295 shares; 2023Q3: 13,211 shares; 2023Q4: 13,279 shares; 2024Q1: 13,186 shares; 2024Q2: 12,969 shares; 2024Q3: 8,758 shares; 2024Q4: 13,203 shares 13,203 $3.83M 0.18% +4,445 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 10,686 shares; 2023Q3: 10,269 shares; 2023Q4: 10,347 shares; 2024Q1: 10,555 shares; 2024Q2: 9,541 shares; 2024Q3: 10,295 shares; 2024Q4: 10,454 shares 10,454 $3.68M 0.17% +159 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 24,293 shares; 2023Q2: 26,748 shares; 2023Q3: 25,186 shares; 2023Q4: 24,786 shares; 2024Q1: 25,150 shares; 2024Q2: 25,772 shares; 2024Q3: 15,172 shares; 2024Q4: 25,372 shares 25,372 $3.67M 0.17% +10,200 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,568 shares; 2023Q2: 10,621 shares; 2023Q3: 11,065 shares; 2023Q4: 11,169 shares; 2024Q1: 11,189 shares; 2024Q2: 11,485 shares; 2024Q3: 11,025 shares; 2024Q4: 10,690 shares 10,690 $3.58M 0.16% -335 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 82,123 shares; 2023Q2: 105,523 shares; 2023Q3: 105,523 shares; 2023Q4: 117,870 shares; 2024Q1: 111,273 shares; 2024Q2: 112,204 shares; 2024Q3: 104,023 shares; 2024Q4: 105,545 shares 105,545 $3.53M 0.16% +1,522 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 49,218 shares; 2023Q2: 48,566 shares; 2023Q3: 47,987 shares; 2023Q4: 49,857 shares; 2024Q1: 46,255 shares; 2024Q2: 38,328 shares; 2024Q3: 17,677 shares; 2024Q4: 37,753 shares 37,753 $3.44M 0.16% +20,076 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 20,347 shares; 2023Q2: 19,761 shares; 2023Q3: 19,602 shares; 2023Q4: 19,716 shares; 2024Q1: 19,594 shares; 2024Q2: 19,373 shares; 2024Q3: 6,927 shares; 2024Q4: 19,517 shares 19,517 $3.36M 0.15% +12,590 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 21,151 shares; 2023Q2: 21,377 shares; 2023Q3: 21,169 shares; 2023Q4: 21,523 shares; 2024Q1: 22,084 shares; 2024Q2: 22,219 shares; 2024Q3: 16,104 shares; 2024Q4: 21,854 shares 21,854 $3.35M 0.15% +5,750 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,525 shares; 2023Q2: 12,462 shares; 2023Q3: 12,520 shares; 2023Q4: 12,742 shares; 2024Q1: 12,755 shares; 2024Q2: 12,720 shares; 2024Q3: 6,898 shares; 2024Q4: 12,746 shares 12,746 $3.32M 0.15% +5,848 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,648 shares; 2024Q1: 6,715 shares; 2024Q2: 6,754 shares; 2024Q3: 3,666 shares; 2024Q4: 6,778 shares 6,778 $3.29M 0.15% +3,112 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; 2023Q1: 36,546 shares; 2023Q2: 36,787 shares; 2023Q3: 34,401 shares; 2023Q4: 34,864 shares; 2024Q1: 24,703 shares; 2024Q2: 21,579 shares; 2024Q3: 21,653 shares; 2024Q4: 19,435 shares 19,435 $3.29M 0.15% -2,218 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 691,671 shares; 2023Q2: 693,444 shares; 2023Q3: 696,416 shares; 2023Q4: 694,696 shares; 2024Q1: 695,324 shares; 2024Q2: 700,455 shares; 2024Q3: 695,634 shares; 2024Q4: 696,571 shares 696,571 $3.29M 0.15% +937 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 17,818 shares; 2023Q2: 18,027 shares; 2023Q3: 17,608 shares; 2023Q4: 17,709 shares; 2024Q1: 17,927 shares; 2024Q2: 18,329 shares; 2024Q3: 18,447 shares; 2024Q4: 18,940 shares 18,940 $3.18M 0.15% +493 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,838 shares; 2024Q1: 4,807 shares; 2024Q2: 4,550 shares; 2024Q3: 4,817 shares; 2024Q4: 5,033 shares 5,033 $3.16M 0.15% +216 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 36,079 shares; 2023Q2: 36,079 shares; 2023Q3: 38,897 shares; 2023Q4: 36,669 shares; 2024Q1: 34,860 shares; 2024Q2: 35,726 shares; 2024Q3: 35,726 shares; 2024Q4: 35,726 shares 35,726 $3.16M 0.15% 0 Timeline DBB 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; 2023Q1: 91,913 shares; 2023Q2: 91,913 shares; 2023Q3: 91,913 shares; 2023Q4: 91,913 shares; 2024Q1: 91,913 shares; 2024Q2: 91,913 shares; 2024Q3: 91,913 shares; 2024Q4: 166,964 shares 166,964 $3.15M 0.15% +75,051 Timeline 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; 2023Q1: 10,760 shares; 2023Q2: 10,760 shares; 2023Q3: 10,512 shares; 2023Q4: 10,512 shares; 2024Q1: 10,941 shares; 2024Q2: 11,507 shares; 2024Q3: 11,529 shares; 2024Q4: 11,570 shares 11,570 $3.12M 0.14% +41 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,640 shares; 2024Q1: 9,907 shares; 2024Q2: 9,816 shares; 2024Q3: 10,288 shares; 2024Q4: 10,498 shares 10,498 $3.09M 0.14% +210 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,542 shares; 2024Q1: 10,706 shares; 2024Q2: 10,669 shares; 2024Q3: 9,786 shares; 2024Q4: 15,277 shares 15,277 $3.02M 0.14% +5,491 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 28,576 shares; 2024Q1: 29,020 shares; 2024Q2: 28,737 shares; 2024Q3: 11,307 shares; 2024Q4: 28,973 shares 28,973 $3M 0.14% +17,666 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; 2023Q1: 14,318 shares; 2023Q2: 14,197 shares; 2023Q3: 14,229 shares; 2023Q4: 12,796 shares; 2024Q1: 12,891 shares; 2024Q2: 12,904 shares; 2024Q3: 12,382 shares; 2024Q4: 12,370 shares 12,370 $2.97M 0.14% -12 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,939 shares; 2023Q2: 17,022 shares; 2023Q3: 17,275 shares; 2023Q4: 121,309 shares; 2024Q1: 121,309 shares; 2024Q2: 112,237 shares; 2024Q3: 112,240 shares; 2024Q4: 66,137 shares 66,137 $2.97M 0.14% -46,103 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 47,523 shares; 2023Q2: 45,403 shares; 2023Q3: 45,788 shares; 2023Q4: 46,349 shares; 2024Q1: 46,641 shares; 2024Q2: 46,641 shares; 2024Q3: 63,719 shares; 2024Q4: 63,719 shares 63,719 $2.96M 0.14% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,127 shares; 2023Q2: 12,370 shares; 2023Q3: 12,381 shares; 2023Q4: 12,408 shares; 2024Q1: 12,474 shares; 2024Q2: 12,407 shares; 2024Q3: 5,937 shares; 2024Q4: 12,390 shares 12,390 $2.95M 0.14% +6,453 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 88,239 shares; 2023Q2: 88,313 shares; 2023Q3: 88,768 shares; 2023Q4: 89,875 shares; 2024Q1: 90,240 shares; 2024Q2: 87,728 shares; 2024Q3: 28,139 shares; 2024Q4: 89,572 shares 89,572 $2.95M 0.14% +61,433 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 43,975 shares; 2023Q2: 51,750 shares; 2023Q3: 44,840 shares; 2023Q4: 48,780 shares; 2024Q1: 48,921 shares; 2024Q2: 45,978 shares; 2024Q3: 48,304 shares; 2024Q4: 49,797 shares 49,797 $2.95M 0.14% +1,493 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,460 shares; 2023Q2: 10,655 shares; 2023Q3: 10,391 shares; 2023Q4: 9,930 shares; 2024Q1: 30,306 shares; 2024Q2: 31,154 shares; 2024Q3: 31,634 shares; 2024Q4: 31,668 shares 31,668 $2.87M 0.13% +34 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 54,664 shares; 2023Q2: 53,753 shares; 2023Q3: 53,442 shares; 2023Q4: 56,525 shares; 2024Q1: 59,145 shares; 2024Q2: 58,004 shares; 2024Q3: 59,667 shares; 2024Q4: 61,324 shares 61,324 $2.7M 0.12% +1,657 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 137,602 shares; 2023Q2: 137,602 shares; 2023Q3: 137,264 shares; 2023Q4: 137,264 shares; 2024Q1: 137,264 shares; 2024Q2: 137,264 shares; 2024Q3: 34,913 shares; 2024Q4: 137,264 shares 137,264 $2.67M 0.12% +102,351 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,981 shares; 2024Q1: 8,881 shares; 2024Q2: 8,864 shares; 2024Q3: 8,819 shares; 2024Q4: 8,796 shares 8,796 $2.61M 0.12% -23 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 24,541 shares; 2024Q3: 25,931 shares; 2024Q4: 33,549 shares 33,549 $2.54M 0.12% +7,618 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,612 shares; 2023Q2: 11,843 shares; 2023Q3: 11,836 shares; 2023Q4: 11,775 shares; 2024Q1: 12,059 shares; 2024Q2: 19,335 shares; 2024Q3: 20,540 shares; 2024Q4: 20,888 shares 20,888 $2.52M 0.12% +348 Timeline iShares MSCI Frontier 100 iShares MSCI Frontier 100 More: the full row for iShares MSCI Frontier 100 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 89,017 shares; 2023Q2: 90,506 shares; 2023Q3: 90,506 shares; 2023Q4: 92,331 shares; 2024Q1: 92,331 shares; 2024Q2: 92,331 shares; 2024Q3: 92,331 shares; 2024Q4: 92,331 shares 92,331 $2.51M 0.12% 0 SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,566 shares; 2024Q1: 4,698 shares; 2024Q2: 4,726 shares; 2024Q3: 4,973 shares; 2024Q4: 5,003 shares 5,003 $2.49M 0.11% +30 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 36,154 shares; 2023Q2: 36,287 shares; 2023Q3: 37,058 shares; 2023Q4: 36,578 shares; 2024Q1: 36,578 shares; 2024Q2: 36,578 shares; 2024Q3: 36,578 shares; 2024Q4: 109,733 shares 109,733 $2.49M 0.11% +73,155 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,396 shares; 2024Q1: 3,896 shares; 2024Q2: 4,196 shares; 2024Q3: 4,196 shares; 2024Q4: 4,196 shares 4,196 $2.4M 0.11% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,872 shares; 2024Q1: 9,165 shares; 2024Q2: 8,969 shares; 2024Q3: 9,626 shares; 2024Q4: 9,659 shares 9,659 $2.38M 0.11% +33 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 17,485 shares; 2023Q2: 18,681 shares; 2023Q3: 18,530 shares; 2023Q4: 16,424 shares; 2024Q1: 18,220 shares; 2024Q2: 16,626 shares; 2024Q3: 16,879 shares; 2024Q4: 16,178 shares 16,178 $2.34M 0.11% -701 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,698 shares; 2024Q1: 4,042 shares; 2024Q2: 4,172 shares; 2024Q3: 4,200 shares; 2024Q4: 4,492 shares 4,492 $2.34M 0.11% +292 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,037 shares; 2024Q1: 2,021 shares; 2024Q2: 1,482 shares; 2024Q3: 1,847 shares; 2024Q4: 2,169 shares 2,169 $2.3M 0.11% +322 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 53,271 shares; 2023Q2: 53,182 shares; 2023Q3: 52,431 shares; 2023Q4: 52,751 shares; 2024Q1: 53,981 shares; 2024Q2: 53,986 shares; 2024Q3: 13,902 shares; 2024Q4: 53,729 shares 53,729 $2.28M 0.11% +39,827 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 29,679 shares; 2023Q3: 29,813 shares; 2023Q4: 30,213 shares; 2024Q1: 29,728 shares; 2024Q2: 15,011 shares; 2024Q3: 13,561 shares; 2024Q4: 26,044 shares 26,044 $2.23M 0.1% +12,483 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 65,577 shares; 2023Q2: 60,876 shares; 2023Q3: 51,913 shares; 2023Q4: 51,913 shares; 2024Q1: 53,726 shares; 2024Q2: 53,639 shares; 2024Q3: 49,529 shares; 2024Q4: 40,207 shares 40,207 $2.23M 0.1% -9,322 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11,056 shares; 2024Q1: 14,308 shares; 2024Q2: 14,308 shares; 2024Q3: 79,932 shares; 2024Q4: 79,932 shares 79,932 $2.2M 0.1% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 130,890 shares; 2024Q1: 162,620 shares; 2024Q2: 163,001 shares; 2024Q3: 163,610 shares; 2024Q4: 326,707 shares 326,707 $2.19M 0.1% +163,097 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,006 shares; 2024Q1: 5,191 shares; 2024Q2: 4,969 shares; 2024Q3: 5,020 shares; 2024Q4: 5,175 shares 5,175 $2.17M 0.1% +155 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,990 shares; 2023Q2: 11,005 shares; 2023Q3: 11,139 shares; 2023Q4: 11,191 shares; 2024Q1: 11,126 shares; 2024Q2: 11,325 shares; 2024Q3: 11,399 shares; 2024Q4: 11,227 shares 11,227 $2.17M 0.1% -172 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 33,052 shares; 2023Q2: 32,003 shares; 2023Q3: 25,862 shares; 2023Q4: 26,091 shares; 2024Q1: 20,157 shares; 2024Q2: 16,260 shares; 2024Q3: 15,929 shares; 2024Q4: 16,468 shares 16,468 $2.16M 0.1% +539 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 23,855 shares; 2024Q3: 23,809 shares; 2024Q4: 40,791 shares 40,791 $2.16M 0.1% +16,982 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 67,033 shares; 2023Q2: 65,530 shares; 2023Q3: 63,744 shares; 2023Q4: 60,442 shares; 2024Q1: 59,395 shares; 2024Q2: 18,712 shares; 2024Q3: 18,736 shares; 2024Q4: 19,221 shares 19,221 $2.12M 0.1% +485 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,891 shares; 2024Q1: 3,575 shares; 2024Q2: 3,133 shares; 2024Q3: 3,368 shares; 2024Q4: 3,328 shares 3,328 $2.12M 0.1% -40 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,348 shares; 2024Q1: 3,293 shares; 2024Q2: 3,373 shares; 2024Q3: 3,612 shares; 2024Q4: 3,623 shares 3,623 $2.07M 0.1% +11 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 70,638 shares; 2023Q2: 70,671 shares; 2023Q3: 66,483 shares; 2023Q4: 66,565 shares; 2024Q1: 49,844 shares; 2024Q2: 49,210 shares; 2024Q3: 49,210 shares; 2024Q4: 49,419 shares 49,419 $2.07M 0.1% +209 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,032 shares; 2024Q1: 8,537 shares; 2024Q2: 8,246 shares; 2024Q3: 8,076 shares; 2024Q4: 8,259 shares 8,259 $2.03M 0.09% +183 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 48,482 shares 48,482 $2.03M 0.09% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,763 shares; 2023Q2: 18,434 shares; 2023Q3: 14,450 shares; 2023Q4: 16,917 shares; 2024Q1: 17,585 shares; 2024Q2: 16,723 shares; 2024Q3: 16,919 shares; 2024Q4: 17,855 shares 17,855 $2.02M 0.09% +936 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 38,479 shares; 2023Q2: 38,479 shares; 2023Q3: 40,075 shares; 2023Q4: 40,075 shares; 2024Q1: 40,415 shares; 2024Q2: 40,415 shares; 2024Q3: 37,044 shares; 2024Q4: 36,620 shares 36,620 $2.01M 0.09% -424 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 57,139 shares; 2023Q2: 63,830 shares; 2023Q3: 83,485 shares; 2023Q4: 77,540 shares; 2024Q1: 59,469 shares; 2024Q2: 41,402 shares; 2024Q3: 41,572 shares; 2024Q4: 33,126 shares 33,126 $2M 0.09% -8,446 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,611 shares; 2024Q1: 5,714 shares; 2024Q2: 5,564 shares; 2024Q3: 5,838 shares; 2024Q4: 5,865 shares 5,865 $1.99M 0.09% +27 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,040 shares; 2023Q2: 10,627 shares; 2023Q3: 10,605 shares; 2023Q4: 11,242 shares; 2024Q1: 12,051 shares; 2024Q2: 11,762 shares; 2024Q3: 12,216 shares; 2024Q4: 12,844 shares 12,844 $1.97M 0.09% +628 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 128,698 shares; 2023Q2: 128,683 shares; 2023Q3: 128,683 shares; 2023Q4: 128,751 shares; 2024Q1: 128,751 shares; 2024Q2: 128,751 shares; 2024Q3: 128,683 shares; 2024Q4: 128,197 shares 128,197 $1.93M 0.09% -486 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,353 shares; 2024Q1: 4,393 shares; 2024Q2: 4,242 shares; 2024Q3: 4,373 shares; 2024Q4: 4,304 shares 4,304 $1.91M 0.09% -69 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,865 shares; 2023Q2: 17,483 shares; 2023Q3: 15,917 shares; 2023Q4: 18,777 shares; 2024Q1: 19,372 shares; 2024Q2: 18,188 shares; 2024Q3: 17,008 shares; 2024Q4: 16,880 shares 16,880 $1.89M 0.09% -128 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 10,145 shares; 2023Q3: 10,274 shares; 2023Q4: 10,132 shares; 2024Q1: 10,196 shares; 2024Q2: 10,167 shares; 2024Q3: 10,315 shares; 2024Q4: 10,196 shares 10,196 $1.89M 0.09% -119 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 24,407 shares; 2023Q2: 24,818 shares; 2023Q3: 25,459 shares; 2023Q4: 24,779 shares; 2024Q1: 26,361 shares; 2024Q2: 27,765 shares; 2024Q3: 28,045 shares; 2024Q4: 29,991 shares 29,991 $1.87M 0.09% +1,946 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,456 shares; 2024Q1: 7,754 shares; 2024Q2: 7,889 shares; 2024Q3: 8,057 shares; 2024Q4: 8,125 shares 8,125 $1.85M 0.09% +68 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 22,430 shares; 2023Q2: 22,873 shares; 2023Q3: 17,739 shares; 2023Q4: 23,056 shares; 2024Q1: 26,660 shares; 2024Q2: 26,162 shares; 2024Q3: 25,949 shares; 2024Q4: 25,657 shares 25,657 $1.84M 0.08% -292 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 473,361 shares; 2023Q2: 473,361 shares; 2023Q3: 473,361 shares; 2023Q4: 473,361 shares; 2024Q1: 473,361 shares; 2024Q2: 473,361 shares; 2024Q3: 473,361 shares; 2024Q4: 434,211 shares 434,211 $1.83M 0.08% -39,150 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,456 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,359 shares; 2024Q1: 9,874 shares; 2024Q2: 8,720 shares; 2024Q3: 10,845 shares; 2024Q4: 11,186 shares 11,186 $1.82M 0.08% +341 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,479 shares; 2024Q1: 2,833 shares; 2024Q2: 2,924 shares; 2024Q3: 3,276 shares; 2024Q4: 3,473 shares 3,473 $1.81M 0.08% +197 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; 2023Q1: 14,690 shares; 2023Q2: 14,868 shares; 2023Q3: 14,973 shares; 2023Q4: 15,013 shares; 2024Q1: 15,326 shares; 2024Q2: 15,284 shares; 2024Q3: 15,289 shares; 2024Q4: 15,420 shares 15,420 $1.81M 0.08% +131 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; 2023Q1: 19,626 shares; 2023Q2: 22,224 shares; 2023Q3: 23,562 shares; 2023Q4: 22,094 shares; 2024Q1: 24,921 shares; 2024Q2: 25,167 shares; 2024Q3: 24,279 shares; 2024Q4: 25,688 shares 25,688 $1.8M 0.08% +1,409 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,840 shares; 2024Q1: 4,659 shares; 2024Q2: 4,660 shares; 2024Q3: 4,661 shares; 2024Q4: 4,469 shares 4,469 $1.79M 0.08% -192 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,170 shares 16,170 $1.79M 0.08% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,656 shares; 2024Q1: 2,742 shares; 2024Q2: 2,531 shares; 2024Q3: 2,577 shares; 2024Q4: 2,544 shares 2,544 $1.76M 0.08% -33 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,861 shares; 2024Q3: 5,248 shares; 2024Q4: 5,425 shares 5,425 $1.76M 0.08% +177 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 473 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,608 shares; 2024Q4: 6,060 shares 6,060 $1.76M 0.08% +1,452 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 14,584 shares; 2023Q2: 14,584 shares; 2023Q3: 14,584 shares; 2023Q4: 14,584 shares; 2024Q1: 14,584 shares; 2024Q2: 14,584 shares; 2024Q3: 14,584 shares; 2024Q4: 19,584 shares 19,584 $1.75M 0.08% +5,000 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; 2023Q1: 17,048 shares; 2023Q2: 17,416 shares; 2023Q3: 17,182 shares; 2023Q4: 18,311 shares; 2024Q1: 18,044 shares; 2024Q2: 17,301 shares; 2024Q3: 17,774 shares; 2024Q4: 18,852 shares 18,852 $1.74M 0.08% +1,078 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 18,040 shares; 2023Q2: 17,277 shares; 2023Q3: 17,999 shares; 2023Q4: 19,272 shares; 2024Q1: 25,743 shares; 2024Q2: 25,743 shares; 2024Q3: 24,625 shares; 2024Q4: 24,625 shares 24,625 $1.74M 0.08% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 59,277 shares; 2023Q2: 43,782 shares; 2023Q3: 73,302 shares; 2023Q4: 86,616 shares; 2024Q1: 75,861 shares; 2024Q2: 73,049 shares; 2024Q3: 73,562 shares; 2024Q4: 75,247 shares 75,247 $1.71M 0.08% +1,685 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,995 shares; 2024Q1: 2,191 shares; 2024Q2: 4,098 shares; 2024Q3: 3,999 shares; 2024Q4: 4,001 shares 4,001 $1.71M 0.08% +2 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 62,904 shares; 2023Q2: 62,904 shares; 2023Q3: 27,794 shares; 2023Q4: 27,791 shares; 2024Q1: not reported; 2024Q2: 27,791 shares; 2024Q3: 27,791 shares; 2024Q4: 27,791 shares 27,791 $1.7M 0.08% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 42,376 shares; 2023Q2: 43,826 shares; 2023Q3: 44,131 shares; 2023Q4: 69,493 shares; 2024Q1: 46,838 shares; 2024Q2: 42,580 shares; 2024Q3: 43,193 shares; 2024Q4: 44,944 shares 44,944 $1.69M 0.08% +1,751 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,413 shares; 2024Q1: 1,448 shares; 2024Q2: 1,498 shares; 2024Q3: 1,482 shares; 2024Q4: 3,635 shares 3,635 $1.68M 0.08% +2,153 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,642 shares; 2024Q1: 7,202 shares; 2024Q2: 7,316 shares; 2024Q3: 6,931 shares; 2024Q4: 7,430 shares 7,430 $1.68M 0.08% +499 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,177 shares; 2024Q1: 9,650 shares; 2024Q2: 10,091 shares; 2024Q3: 10,410 shares; 2024Q4: 8,452 shares 8,452 $1.66M 0.08% -1,958 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,538 shares; 2023Q2: 15,225 shares; 2023Q3: 16,388 shares; 2023Q4: 16,418 shares; 2024Q1: 10,717 shares; 2024Q2: 10,760 shares; 2024Q3: 4,156 shares; 2024Q4: 10,768 shares 10,768 $1.61M 0.07% +6,612 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,885 shares; 2024Q1: 7,006 shares; 2024Q2: 6,654 shares; 2024Q3: 6,642 shares; 2024Q4: 6,688 shares 6,688 $1.6M 0.07% +46 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,690 shares; 2024Q1: 2,709 shares; 2024Q2: 2,616 shares; 2024Q3: 3,026 shares; 2024Q4: 3,055 shares 3,055 $1.59M 0.07% +29 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 25,986 shares; 2023Q2: 25,986 shares; 2023Q3: 25,986 shares; 2023Q4: 25,986 shares; 2024Q1: 25,986 shares; 2024Q2: 25,986 shares; 2024Q3: 25,986 shares; 2024Q4: 25,986 shares 25,986 $1.57M 0.07% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 296 shares; 2024Q1: 292 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 313 shares 313 $1.56M 0.07% +13 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,136 shares; 2024Q1: 7,174 shares; 2024Q2: 6,930 shares; 2024Q3: 7,292 shares; 2024Q4: 7,034 shares 7,034 $1.55M 0.07% -258 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; 2023Q1: 14,349 shares; 2023Q2: 16,264 shares; 2023Q3: 11,280 shares; 2023Q4: 12,332 shares; 2024Q1: 13,435 shares; 2024Q2: 13,264 shares; 2024Q3: 13,962 shares; 2024Q4: 12,761 shares 12,761 $1.54M 0.07% -1,201 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 19,076 shares; 2024Q1: 19,076 shares; 2024Q2: 19,076 shares; 2024Q3: 20,225 shares; 2024Q4: 20,225 shares 20,225 $1.53M 0.07% 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; 2023Q1: 11,576 shares; 2023Q2: 13,011 shares; 2023Q3: 12,418 shares; 2023Q4: 12,985 shares; 2024Q1: 11,992 shares; 2024Q2: 12,103 shares; 2024Q3: 12,534 shares; 2024Q4: 9,279 shares 9,279 $1.51M 0.07% -3,255 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 34,152 shares; 2023Q2: 33,106 shares; 2023Q3: 33,161 shares; 2023Q4: 33,216 shares; 2024Q1: 33,273 shares; 2024Q2: 33,333 shares; 2024Q3: 33,393 shares; 2024Q4: 33,445 shares 33,445 $1.51M 0.07% +52 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 26,346 shares 26,346 $1.5M 0.07% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 50,067 shares; 2023Q2: 49,203 shares; 2023Q3: 61,174 shares; 2023Q4: 54,801 shares; 2024Q1: 42,108 shares; 2024Q2: 42,264 shares; 2024Q3: 15,467 shares; 2024Q4: 44,944 shares 44,944 $1.47M 0.07% +29,477 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,297 shares; 2024Q1: 23,975 shares; 2024Q2: 26,418 shares; 2024Q3: 26,444 shares; 2024Q4: 23,518 shares 23,518 $1.47M 0.07% -2,926 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,043 shares 10,043 $1.46M 0.07% new 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; 2023Q1: 46,374 shares; 2023Q2: 46,374 shares; 2023Q3: 46,374 shares; 2023Q4: 44,526 shares; 2024Q1: 44,629 shares; 2024Q2: 44,629 shares; 2024Q3: 44,629 shares; 2024Q4: 34,835 shares 34,835 $1.46M 0.07% -9,794 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,006 shares; 2024Q1: 3,006 shares; 2024Q2: 3,006 shares; 2024Q3: 782 shares; 2024Q4: 3,011 shares 3,011 $1.43M 0.07% +2,229 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,388 shares 1,388 $1.42M 0.07% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,074 shares; 2024Q2: 5,592 shares; 2024Q3: 6,125 shares; 2024Q4: 6,163 shares 6,163 $1.41M 0.06% +38 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 14,598 shares; 2023Q2: 13,603 shares; 2023Q3: 10,305 shares; 2023Q4: 10,304 shares; 2024Q1: 10,250 shares; 2024Q2: 10,372 shares; 2024Q3: 9,829 shares; 2024Q4: 9,940 shares 9,940 $1.39M 0.06% +111 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 25,613 shares; 2023Q2: 27,786 shares; 2023Q3: 28,179 shares; 2023Q4: 28,017 shares; 2024Q1: 28,367 shares; 2024Q2: 27,045 shares; 2024Q3: 27,190 shares; 2024Q4: 27,929 shares 27,929 $1.38M 0.06% +739 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; 2023Q1: 22,497 shares; 2023Q2: 22,716 shares; 2023Q3: 23,637 shares; 2023Q4: 22,072 shares; 2024Q1: 22,011 shares; 2024Q2: 21,308 shares; 2024Q3: 19,959 shares; 2024Q4: 20,128 shares 20,128 $1.38M 0.06% +169 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,899 shares; 2024Q1: 6,211 shares; 2024Q2: 6,086 shares; 2024Q3: 5,896 shares; 2024Q4: 5,967 shares 5,967 $1.37M 0.06% +71 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,238 shares; 2023Q2: 11,113 shares; 2023Q3: not reported; 2023Q4: 9,598 shares; 2024Q1: 10,624 shares; 2024Q2: 12,290 shares; 2024Q3: 11,602 shares; 2024Q4: 11,764 shares 11,764 $1.36M 0.06% +162 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 44,389 shares; 2024Q2: 44,389 shares; 2024Q3: 44,389 shares; 2024Q4: 44,392 shares 44,392 $1.35M 0.06% +3 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,732 shares; 2023Q2: 12,390 shares; 2023Q3: 24,952 shares; 2023Q4: 24,942 shares; 2024Q1: 25,068 shares; 2024Q2: 23,795 shares; 2024Q3: 14,659 shares; 2024Q4: 15,470 shares 15,470 $1.33M 0.06% +811 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,419 shares; 2024Q1: 6,447 shares; 2024Q2: 6,399 shares; 2024Q3: 6,494 shares; 2024Q4: 6,327 shares 6,327 $1.3M 0.06% -167 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,942 shares; 2024Q1: 5,851 shares; 2024Q2: 5,900 shares; 2024Q3: 6,308 shares; 2024Q4: 6,029 shares 6,029 $1.28M 0.06% -279 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; 2023Q1: not reported; 2023Q2: 13,668 shares; 2023Q3: 13,841 shares; 2023Q4: 12,653 shares; 2024Q1: 12,653 shares; 2024Q2: 18,313 shares; 2024Q3: 18,372 shares; 2024Q4: 18,435 shares 18,435 $1.27M 0.06% +63 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,492 shares; 2024Q1: 2,506 shares; 2024Q2: 2,489 shares; 2024Q3: 2,424 shares; 2024Q4: 2,368 shares 2,368 $1.26M 0.06% -56 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 46,533 shares; 2023Q3: 58,109 shares; 2023Q4: 67,710 shares; 2024Q1: 96,734 shares; 2024Q2: 26,655 shares; 2024Q3: 26,512 shares; 2024Q4: 26,515 shares 26,515 $1.24M 0.06% +3 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,067 shares; 2024Q1: 2,530 shares; 2024Q2: 2,748 shares; 2024Q3: 3,268 shares; 2024Q4: 6,711 shares 6,711 $1.22M 0.06% +3,443 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,833 shares 16,833 $1.22M 0.06% new 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,484 shares; 2024Q4: 2,707 shares 2,707 $1.21M 0.06% +1,223 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 19,500 shares; 2023Q3: 19,500 shares; 2023Q4: 19,500 shares; 2024Q1: 19,500 shares; 2024Q2: 19,500 shares; 2024Q3: 19,500 shares; 2024Q4: 23,500 shares 23,500 $1.2M 0.06% +4,000 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,058 shares; 2024Q1: 2,063 shares; 2024Q2: 2,026 shares; 2024Q3: 1,993 shares; 2024Q4: 2,092 shares 2,092 $1.19M 0.06% +99 Timeline EEMX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 80,592 shares; 2023Q2: 93,673 shares; 2023Q3: 93,673 shares; 2023Q4: 75,773 shares; 2024Q1: 75,773 shares; 2024Q2: 35,614 shares; 2024Q3: 35,614 shares; 2024Q4: 35,618 shares 35,618 $1.15M 0.05% +4 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 157,312 shares; 2023Q4: 148,062 shares; 2024Q1: 88,838 shares; 2024Q2: 88,838 shares; 2024Q3: 88,857 shares; 2024Q4: 88,960 shares 88,960 $1.15M 0.05% +103 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,987 shares; 2024Q1: 3,053 shares; 2024Q2: 3,026 shares; 2024Q3: 3,051 shares; 2024Q4: 3,175 shares 3,175 $1.15M 0.05% +124 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,958 shares; 2024Q1: 5,221 shares; 2024Q2: 5,297 shares; 2024Q3: 2,616 shares; 2024Q4: 2,838 shares 2,838 $1.14M 0.05% +222 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,686 shares; 2023Q2: 11,713 shares; 2023Q3: 11,713 shares; 2023Q4: 11,382 shares; 2024Q1: 11,418 shares; 2024Q2: 9,692 shares; 2024Q3: 9,692 shares; 2024Q4: 9,692 shares 9,692 $1.11M 0.05% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,527 shares; 2024Q1: 2,521 shares; 2024Q2: 2,419 shares; 2024Q3: 2,498 shares; 2024Q4: 2,601 shares 2,601 $1.11M 0.05% +103 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,672 shares; 2024Q1: 3,239 shares; 2024Q2: 3,858 shares; 2024Q3: 3,727 shares; 2024Q4: 3,952 shares 3,952 $1.1M 0.05% +225 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 21,763 shares; 2024Q1: 22,872 shares; 2024Q2: 21,809 shares; 2024Q3: 21,605 shares; 2024Q4: 21,431 shares 21,431 $1.1M 0.05% -174 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 33,250 shares; 2023Q2: 36,575 shares; 2023Q3: 24,941 shares; 2023Q4: 23,243 shares; 2024Q1: 26,957 shares; 2024Q2: 26,476 shares; 2024Q3: 26,380 shares; 2024Q4: 27,523 shares 27,523 $1.1M 0.05% +1,143 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 32,227 shares; 2023Q2: 33,991 shares; 2023Q3: 33,840 shares; 2023Q4: 35,436 shares; 2024Q1: 37,665 shares; 2024Q2: 36,396 shares; 2024Q3: 35,428 shares; 2024Q4: 36,239 shares 36,239 $1.1M 0.05% +811 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,519 shares; 2024Q1: 2,556 shares; 2024Q2: 2,447 shares; 2024Q3: 2,284 shares; 2024Q4: 2,316 shares 2,316 $1.1M 0.05% +32 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,806 shares; 2023Q2: 13,988 shares; 2023Q3: 14,224 shares; 2023Q4: 8,049 shares; 2024Q1: 7,853 shares; 2024Q2: 8,125 shares; 2024Q3: 8,297 shares; 2024Q4: 10,931 shares 10,931 $1.08M 0.05% +2,634 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 18,447 shares; 2023Q2: 17,561 shares; 2023Q3: 17,417 shares; 2023Q4: 17,119 shares; 2024Q1: 17,052 shares; 2024Q2: 17,052 shares; 2024Q3: 17,025 shares; 2024Q4: 17,025 shares 17,025 $1.08M 0.05% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,591 shares; 2023Q2: not reported; 2023Q3: 11,363 shares; 2023Q4: 11,628 shares; 2024Q1: 11,901 shares; 2024Q2: 12,293 shares; 2024Q3: 11,711 shares; 2024Q4: 12,636 shares 12,636 $1.08M 0.05% +925 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 24,131 shares; 2023Q2: 21,751 shares; 2023Q3: 22,864 shares; 2023Q4: 22,864 shares; 2024Q1: 22,864 shares; 2024Q2: 22,864 shares; 2024Q3: 21,864 shares; 2024Q4: 21,864 shares 21,864 $1.07M 0.05% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,903 shares; 2024Q1: 6,300 shares; 2024Q2: 6,080 shares; 2024Q3: 6,199 shares; 2024Q4: 6,367 shares 6,367 $1.06M 0.05% +168 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,160 shares; 2023Q2: 16,139 shares; 2023Q3: 11,855 shares; 2023Q4: 14,658 shares; 2024Q1: 15,079 shares; 2024Q2: 15,153 shares; 2024Q3: 14,461 shares; 2024Q4: 15,059 shares 15,059 $1.06M 0.05% +598 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 29,695 shares; 2023Q2: 22,896 shares; 2023Q3: 22,901 shares; 2023Q4: 22,867 shares; 2024Q1: 22,867 shares; 2024Q2: 24,083 shares; 2024Q3: 23,486 shares; 2024Q4: 21,270 shares 21,270 $1.05M 0.05% -2,216 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,038 shares; 2024Q1: 5,136 shares; 2024Q2: 4,867 shares; 2024Q3: 4,924 shares; 2024Q4: 4,935 shares 4,935 $1.05M 0.05% +11 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,322 shares; 2024Q1: 4,455 shares; 2024Q2: 4,090 shares; 2024Q3: 4,387 shares; 2024Q4: 4,704 shares 4,704 $1.03M 0.05% +317 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,924 shares; 2024Q1: 7,230 shares; 2024Q2: 7,524 shares; 2024Q3: 7,770 shares; 2024Q4: 8,491 shares 8,491 $1.03M 0.05% +721 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,717 shares; 2024Q3: 2,452 shares; 2024Q4: 2,453 shares 2,453 $1.03M 0.05% +1 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 34,239 shares 34,239 $1.03M 0.05% new 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,490 shares; 2024Q1: 2,517 shares; 2024Q2: 4,303 shares; 2024Q3: 4,157 shares; 2024Q4: 4,593 shares 4,593 $1.03M 0.05% +436 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,489 shares; 2023Q2: 11,635 shares; 2023Q3: 11,687 shares; 2023Q4: 12,258 shares; 2024Q1: 11,374 shares; 2024Q2: 11,252 shares; 2024Q3: 8,185 shares; 2024Q4: 47,479 shares 47,479 $1M 0.05% +39,294 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,877 shares; 2024Q1: 3,247 shares; 2024Q2: 3,196 shares; 2024Q3: 3,172 shares; 2024Q4: 2,723 shares 2,723 $1M 0.05% -449 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,525 shares; 2024Q1: 8,944 shares; 2024Q2: 8,983 shares; 2024Q3: 9,171 shares; 2024Q4: 9,234 shares 9,234 $976K 0.04% +63 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,283 shares; 2023Q2: 16,816 shares; 2023Q3: 12,634 shares; 2023Q4: 12,916 shares; 2024Q1: 13,187 shares; 2024Q2: 13,059 shares; 2024Q3: 12,866 shares; 2024Q4: 13,183 shares 13,183 $976K 0.04% +317 Timeline CONSOL ENERGY INC NEW CONSOL ENERGY INC NEW More: the full row for CONSOL ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,960 shares; 2024Q2: 8,960 shares; 2024Q3: 2,279 shares; 2024Q4: 8,954 shares 8,954 $955K 0.04% +6,675 CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 243 shares; 2024Q1: 241 shares; 2024Q2: 12,131 shares; 2024Q3: 15,807 shares; 2024Q4: 15,628 shares 15,628 $942K 0.04% -179 Timeline 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,456 shares; 2024Q1: 1,394 shares; 2024Q2: 1,326 shares; 2024Q3: 1,311 shares; 2024Q4: 1,319 shares 1,319 $929K 0.04% +8 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,406 shares; 2024Q1: 3,494 shares; 2024Q2: 3,221 shares; 2024Q3: 3,230 shares; 2024Q4: 3,351 shares 3,351 $929K 0.04% +121 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,262 shares; 2024Q1: 3,629 shares; 2024Q2: 3,636 shares; 2024Q3: 3,602 shares; 2024Q4: 3,361 shares 3,361 $928K 0.04% -241 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 32,883 shares; 2024Q3: 39,626 shares; 2024Q4: 39,757 shares 39,757 $925K 0.04% +131 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,502 shares; 2024Q4: 8,560 shares 8,560 $910K 0.04% +6,058 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 12,734 shares; 2023Q3: 11,113 shares; 2023Q4: 11,016 shares; 2024Q1: 11,018 shares; 2024Q2: 11,020 shares; 2024Q3: 11,222 shares; 2024Q4: 11,676 shares 11,676 $908K 0.04% +454 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,901 shares; 2024Q1: 3,256 shares; 2024Q2: 3,637 shares; 2024Q3: 1,453 shares; 2024Q4: 2,651 shares 2,651 $907K 0.04% +1,198 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,745 shares; 2024Q1: 8,746 shares; 2024Q2: 8,747 shares; 2024Q3: 8,848 shares; 2024Q4: 8,875 shares 8,875 $901K 0.04% +27 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,569 shares; 2024Q1: 3,668 shares; 2024Q2: 3,477 shares; 2024Q3: 3,469 shares; 2024Q4: 3,436 shares 3,436 $876K 0.04% -33 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,267 shares; 2024Q1: 4,397 shares; 2024Q2: 4,363 shares; 2024Q3: 4,362 shares; 2024Q4: 4,497 shares 4,497 $875K 0.04% +135 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 46,901 shares; 2024Q1: 32,512 shares; 2024Q2: 32,446 shares; 2024Q3: 39,248 shares; 2024Q4: 39,248 shares 39,248 $871K 0.04% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,953 shares; 2024Q1: 9,126 shares; 2024Q2: 10,089 shares; 2024Q3: 9,545 shares; 2024Q4: 10,201 shares 10,201 $860K 0.04% +656 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 10,443 shares; 2023Q3: not reported; 2023Q4: 7,030 shares; 2024Q1: 7,062 shares; 2024Q2: 7,048 shares; 2024Q3: 6,699 shares; 2024Q4: 6,895 shares 6,895 $854K 0.04% +196 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,767 shares; 2024Q1: 8,767 shares; 2024Q2: 8,767 shares; 2024Q3: 10,180 shares; 2024Q4: 16,828 shares 16,828 $844K 0.04% +6,648 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,403 shares; 2024Q1: 5,790 shares; 2024Q2: 5,181 shares; 2024Q3: 6,485 shares; 2024Q4: 6,594 shares 6,594 $838K 0.04% +109 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 13,856 shares; 2023Q2: 14,346 shares; 2023Q3: 13,343 shares; 2023Q4: 14,607 shares; 2024Q1: 13,530 shares; 2024Q2: 9,997 shares; 2024Q3: 12,224 shares; 2024Q4: 14,722 shares 14,722 $833K 0.04% +2,498 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,210 shares; 2024Q1: 4,636 shares; 2024Q2: 5,097 shares; 2024Q3: 5,104 shares; 2024Q4: 4,452 shares 4,452 $824K 0.04% -652 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,214 shares; 2024Q2: 8,900 shares; 2024Q3: 8,900 shares; 2024Q4: 8,872 shares 8,872 $820K 0.04% -28 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 52,840 shares; 2023Q2: 56,592 shares; 2023Q3: 57,133 shares; 2023Q4: 58,428 shares; 2024Q1: 58,265 shares; 2024Q2: 53,250 shares; 2024Q3: 54,183 shares; 2024Q4: 55,655 shares 55,655 $806K 0.04% +1,472 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,524 shares; 2024Q1: 2,563 shares; 2024Q2: 2,368 shares; 2024Q3: 1,906 shares; 2024Q4: 1,884 shares 1,884 $800K 0.04% -22 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,667 shares; 2024Q1: 2,697 shares; 2024Q2: 2,732 shares; 2024Q3: 2,738 shares; 2024Q4: 2,658 shares 2,658 $798K 0.04% -80 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,275 shares; 2024Q1: 2,212 shares; 2024Q2: 2,274 shares; 2024Q3: 2,562 shares; 2024Q4: 2,655 shares 2,655 $798K 0.04% +93 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,026 shares; 2024Q1: 3,052 shares; 2024Q2: 3,011 shares; 2024Q3: 3,056 shares; 2024Q4: 2,993 shares 2,993 $789K 0.04% -63 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 251 shares; 2024Q1: 257 shares; 2024Q2: 241 shares; 2024Q3: 240 shares; 2024Q4: 244 shares 244 $781K 0.04% +4 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,010 shares; 2024Q1: 599 shares; 2024Q2: 585 shares; 2024Q3: 610 shares; 2024Q4: 656 shares 656 $778K 0.04% +46 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,658 shares; 2024Q1: 3,442 shares; 2024Q2: 3,372 shares; 2024Q3: 3,415 shares; 2024Q4: 3,395 shares 3,395 $763K 0.04% -20 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,603 shares; 2024Q1: 4,904 shares; 2024Q2: 5,756 shares; 2024Q3: 5,758 shares; 2024Q4: 5,759 shares 5,759 $761K 0.04% +1 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,744 shares; 2024Q1: 3,525 shares; 2024Q2: 3,724 shares; 2024Q3: 3,731 shares; 2024Q4: 3,762 shares 3,762 $759K 0.03% +31 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,944 shares; 2024Q1: 2,025 shares; 2024Q2: 2,055 shares; 2024Q3: 2,060 shares; 2024Q4: 2,110 shares 2,110 $758K 0.03% +50 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,005 shares; 2023Q4: 10,642 shares; 2024Q1: 11,717 shares; 2024Q2: 7,003 shares; 2024Q3: 7,509 shares; 2024Q4: 7,564 shares 7,564 $753K 0.03% +55 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 13,697 shares; 2023Q2: 13,037 shares; 2023Q3: 11,926 shares; 2023Q4: 11,878 shares; 2024Q1: 12,816 shares; 2024Q2: 12,575 shares; 2024Q3: 13,200 shares; 2024Q4: 13,257 shares 13,257 $752K 0.03% +57 SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,927 shares; 2023Q2: 13,436 shares; 2023Q3: 13,082 shares; 2023Q4: 13,056 shares; 2024Q1: 12,091 shares; 2024Q2: 12,876 shares; 2024Q3: 12,748 shares; 2024Q4: 11,980 shares 11,980 $751K 0.03% -768 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 39,834 shares; 2023Q2: 40,054 shares; 2023Q3: 40,054 shares; 2023Q4: 40,261 shares; 2024Q1: 40,261 shares; 2024Q2: 40,440 shares; 2024Q3: 40,440 shares; 2024Q4: 40,718 shares 40,718 $748K 0.03% +278 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,258 shares; 2024Q1: 8,284 shares; 2024Q2: 7,528 shares; 2024Q3: 17,119 shares; 2024Q4: 7,645 shares 7,645 $744K 0.03% -9,474 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 52,163 shares; 2023Q2: 60,755 shares; 2023Q3: 36,742 shares; 2023Q4: 30,934 shares; 2024Q1: 27,135 shares; 2024Q2: 35,090 shares; 2024Q3: 37,021 shares; 2024Q4: 27,998 shares 27,998 $743K 0.03% -9,023 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,840 shares; 2024Q2: 15,701 shares; 2024Q3: 21,888 shares; 2024Q4: 23,206 shares 23,206 $742K 0.03% +1,318 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,479 shares; 2024Q1: 1,475 shares; 2024Q2: 1,529 shares; 2024Q3: 1,521 shares; 2024Q4: 1,574 shares 1,574 $739K 0.03% +53 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,125 shares; 2024Q4: 3,030 shares 3,030 $713K 0.03% +905 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 711 shares; 2024Q1: 755 shares; 2024Q2: 715 shares; 2024Q3: 744 shares; 2024Q4: 756 shares 756 $713K 0.03% +12 Timeline SOURCE CAPITAL COM SHS OF B… SOURCE CAPITAL COM SHS OF BEN I More: the full row for SOURCE CAPITAL COM SHS OF BEN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,420 shares; 2024Q3: 14,915 shares; 2024Q4: 15,426 shares 15,426 $712K 0.03% +511 RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 17,459 shares; 2023Q2: 18,472 shares; 2023Q3: 18,228 shares; 2023Q4: 18,446 shares; 2024Q1: 18,438 shares; 2024Q2: 17,781 shares; 2024Q3: 15,747 shares; 2024Q4: 15,654 shares 15,654 $711K 0.03% -93 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,350 shares; 2024Q1: 5,665 shares; 2024Q2: 9,538 shares; 2024Q3: 9,953 shares; 2024Q4: 10,077 shares 10,077 $702K 0.03% +124 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,720 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,641 shares; 2024Q1: 5,799 shares; 2024Q2: 5,408 shares; 2024Q3: 5,419 shares; 2024Q4: 5,183 shares 5,183 $701K 0.03% -236 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,376 shares; 2024Q1: 6,379 shares; 2024Q2: 6,211 shares; 2024Q3: 6,426 shares; 2024Q4: 6,477 shares 6,477 $698K 0.03% +51 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,194 shares; 2024Q1: 6,553 shares; 2024Q2: 6,708 shares; 2024Q3: 7,312 shares; 2024Q4: 7,629 shares 7,629 $681K 0.03% +317 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,810 shares; 2024Q1: 3,992 shares; 2024Q2: 4,033 shares; 2024Q3: 4,037 shares; 2024Q4: 3,932 shares 3,932 $681K 0.03% -105 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,846 shares; 2024Q1: 3,934 shares; 2024Q2: 3,637 shares; 2024Q3: 3,692 shares; 2024Q4: 3,799 shares 3,799 $678K 0.03% +107 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,976 shares; 2024Q1: 2,930 shares; 2024Q2: 2,920 shares; 2024Q3: 3,036 shares; 2024Q4: 2,926 shares 2,926 $677K 0.03% -110 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,270 shares; 2024Q1: 1,289 shares; 2024Q2: 1,232 shares; 2024Q3: 1,275 shares; 2024Q4: 1,070 shares 1,070 $674K 0.03% -205 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 734 shares; 2024Q1: 711 shares; 2024Q2: 550 shares; 2024Q3: 542 shares; 2024Q4: 527 shares 527 $668K 0.03% -15 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 96,275 shares; 2023Q2: 99,168 shares; 2023Q3: 99,168 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 47,366 shares; 2024Q3: 67,366 shares; 2024Q4: 27,598 shares 27,598 $667K 0.03% -39,768 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,176 shares; 2024Q3: 2,184 shares; 2024Q4: 2,011 shares 2,011 $662K 0.03% -173 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 17,092 shares; 2023Q2: 17,092 shares; 2023Q3: 17,092 shares; 2023Q4: 17,092 shares; 2024Q1: 17,166 shares; 2024Q2: 17,216 shares; 2024Q3: 17,235 shares; 2024Q4: 17,219 shares 17,219 $661K 0.03% -16 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,864 shares; 2024Q1: 10,148 shares; 2024Q2: 10,570 shares; 2024Q3: 11,167 shares; 2024Q4: 10,972 shares 10,972 $661K 0.03% -195 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,830 shares; 2024Q1: 1,742 shares; 2024Q2: 1,866 shares; 2024Q3: 1,896 shares; 2024Q4: 1,786 shares 1,786 $660K 0.03% -110 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,432 shares; 2024Q1: 4,543 shares; 2024Q2: 4,328 shares; 2024Q3: 4,371 shares; 2024Q4: 4,427 shares 4,427 $660K 0.03% +56 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,044 shares; 2024Q1: 3,964 shares; 2024Q2: 4,015 shares; 2024Q3: 3,977 shares; 2024Q4: 3,693 shares 3,693 $659K 0.03% -284 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,078 shares; 2023Q2: 11,302 shares; 2023Q3: 11,274 shares; 2023Q4: 10,129 shares; 2024Q1: 11,096 shares; 2024Q2: 11,160 shares; 2024Q3: 10,886 shares; 2024Q4: 10,593 shares 10,593 $656K 0.03% -293 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,137 shares; 2024Q3: 5,596 shares; 2024Q4: 5,751 shares 5,751 $653K 0.03% +155 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,267 shares; 2024Q1: 2,282 shares; 2024Q2: 2,204 shares; 2024Q3: 2,250 shares; 2024Q4: 2,286 shares 2,286 $646K 0.03% +36 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,562 shares; 2023Q2: not reported; 2023Q3: 10,275 shares; 2023Q4: 10,892 shares; 2024Q1: 10,962 shares; 2024Q2: 11,676 shares; 2024Q3: 12,296 shares; 2024Q4: 13,192 shares 13,192 $638K 0.03% +896 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,984 shares; 2024Q1: 5,151 shares; 2024Q2: 7,763 shares; 2024Q3: 7,787 shares; 2024Q4: 8,026 shares 8,026 $636K 0.03% +239 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,132 shares; 2024Q1: 5,230 shares; 2024Q2: 4,490 shares; 2024Q3: 4,667 shares; 2024Q4: 4,297 shares 4,297 $636K 0.03% -370 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,723 shares; 2024Q1: 5,181 shares; 2024Q2: 5,116 shares; 2024Q3: 4,759 shares; 2024Q4: 4,755 shares 4,755 $624K 0.03% -4 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,190 shares; 2024Q1: 5,401 shares; 2024Q2: 5,873 shares; 2024Q3: 6,423 shares; 2024Q4: 6,596 shares 6,596 $623K 0.03% +173 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,152 shares; 2023Q2: 10,660 shares; 2023Q3: 10,315 shares; 2023Q4: 9,653 shares; 2024Q1: 11,177 shares; 2024Q2: 10,989 shares; 2024Q3: 10,675 shares; 2024Q4: 9,484 shares 9,484 $621K 0.03% -1,191 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,099 shares; 2024Q1: 2,145 shares; 2024Q2: 1,839 shares; 2024Q3: 1,868 shares; 2024Q4: 2,081 shares 2,081 $615K 0.03% +213 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,977 shares; 2024Q1: 3,083 shares; 2024Q2: 3,075 shares; 2024Q3: 3,129 shares; 2024Q4: 3,169 shares 3,169 $614K 0.03% +40 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,919 shares; 2023Q2: 16,057 shares; 2023Q3: 16,321 shares; 2023Q4: 16,581 shares; 2024Q1: 10,863 shares; 2024Q2: 11,737 shares; 2024Q3: 8,326 shares; 2024Q4: 8,045 shares 8,045 $612K 0.03% -281 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 40,000 shares; 2023Q2: 44,750 shares; 2023Q3: 44,750 shares; 2023Q4: 38,500 shares; 2024Q1: 12,000 shares; 2024Q2: 12,000 shares; 2024Q3: 12,000 shares; 2024Q4: 12,400 shares 12,400 $597K 0.03% +400 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,112 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,803 shares; 2024Q1: 7,124 shares; 2024Q2: 7,731 shares; 2024Q3: 15,567 shares; 2024Q4: 15,653 shares 15,653 $596K 0.03% +86 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,263 shares; 2024Q1: 7,299 shares; 2024Q2: 4,271 shares; 2024Q3: 4,202 shares; 2024Q4: 4,271 shares 4,271 $596K 0.03% +69 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; 2023Q1: 11,610 shares; 2023Q2: 11,820 shares; 2023Q3: 11,190 shares; 2023Q4: 9,128 shares; 2024Q1: 9,700 shares; 2024Q2: 10,564 shares; 2024Q3: 10,875 shares; 2024Q4: 11,167 shares 11,167 $595K 0.03% +292 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,976 shares; 2024Q1: 2,016 shares; 2024Q2: 1,891 shares; 2024Q3: 1,997 shares; 2024Q4: 2,028 shares 2,028 $588K 0.03% +31 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,797 shares; 2024Q1: 4,609 shares; 2024Q2: 3,852 shares; 2024Q3: 3,631 shares; 2024Q4: 3,253 shares 3,253 $581K 0.03% -378 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 17,125 shares; 2023Q2: 13,854 shares; 2023Q3: 11,239 shares; 2023Q4: 8,469 shares; 2024Q1: 8,469 shares; 2024Q2: 8,469 shares; 2024Q3: not reported; 2024Q4: 11,945 shares 11,945 $577K 0.03% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,991 shares; 2024Q1: 2,938 shares; 2024Q2: 2,984 shares; 2024Q3: 3,020 shares; 2024Q4: 3,043 shares 3,043 $572K 0.03% +23 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,910 shares; 2024Q1: 2,910 shares; 2024Q2: 2,910 shares; 2024Q3: 2,985 shares; 2024Q4: 2,985 shares 2,985 $570K 0.03% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,203 shares; 2024Q1: 2,204 shares; 2024Q2: 2,204 shares; 2024Q3: 2,204 shares; 2024Q4: 2,204 shares 2,204 $559K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,758 shares; 2024Q1: 6,093 shares; 2024Q2: 6,487 shares; 2024Q3: 6,578 shares; 2024Q4: 6,768 shares 6,768 $557K 0.03% +190 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,262 shares; 2024Q1: 2,306 shares; 2024Q2: 2,328 shares; 2024Q3: 2,260 shares; 2024Q4: 2,306 shares 2,306 $555K 0.03% +46 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 716 shares; 2024Q1: 746 shares; 2024Q2: 712 shares; 2024Q3: 713 shares; 2024Q4: 779 shares 779 $555K 0.03% +66 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 557 shares; 2024Q1: 588 shares; 2024Q2: 521 shares; 2024Q3: 533 shares; 2024Q4: 526 shares 526 $555K 0.03% -7 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,442 shares; 2023Q2: 16,981 shares; 2023Q3: 16,339 shares; 2023Q4: 18,438 shares; 2024Q1: 16,855 shares; 2024Q2: 16,940 shares; 2024Q3: 17,246 shares; 2024Q4: 17,184 shares 17,184 $555K 0.03% -62 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,827 shares; 2024Q1: 2,835 shares; 2024Q2: 2,876 shares; 2024Q3: 2,915 shares; 2024Q4: 2,964 shares 2,964 $552K 0.03% +49 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; 2023Q1: 18,923 shares; 2023Q2: 18,923 shares; 2023Q3: 20,392 shares; 2023Q4: 24,818 shares; 2024Q1: 24,818 shares; 2024Q2: 24,818 shares; 2024Q3: 28,103 shares; 2024Q4: 28,103 shares 28,103 $551K 0.03% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,541 shares; 2024Q2: 4,575 shares; 2024Q3: 5,806 shares; 2024Q4: 5,885 shares 5,885 $546K 0.03% +79 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 36,471 shares; 2023Q2: 41,835 shares; 2023Q3: 39,954 shares; 2023Q4: 39,316 shares; 2024Q1: 41,111 shares; 2024Q2: 39,625 shares; 2024Q3: 39,620 shares; 2024Q4: 40,500 shares 40,500 $538K 0.02% +880 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 17,056 shares; 2023Q3: 16,373 shares; 2023Q4: 4,804 shares; 2024Q1: 5,182 shares; 2024Q2: 4,810 shares; 2024Q3: 4,070 shares; 2024Q4: 4,255 shares 4,255 $537K 0.02% +185 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,846 shares; 2024Q1: 3,935 shares; 2024Q2: 4,057 shares; 2024Q3: 4,293 shares; 2024Q4: 4,240 shares 4,240 $534K 0.02% -53 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,050 shares; 2024Q2: 5,600 shares; 2024Q3: 5,601 shares; 2024Q4: 5,601 shares 5,601 $532K 0.02% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,070 shares; 2023Q2: 10,673 shares; 2023Q3: 10,782 shares; 2023Q4: 10,641 shares; 2024Q1: 10,733 shares; 2024Q2: 10,043 shares; 2024Q3: 8,945 shares; 2024Q4: 8,665 shares 8,665 $530K 0.02% -280 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 64,955 shares; 2023Q2: 68,800 shares; 2023Q3: 69,597 shares; 2023Q4: 70,699 shares; 2024Q1: 61,498 shares; 2024Q2: 57,682 shares; 2024Q3: 58,414 shares; 2024Q4: 54,198 shares 54,198 $527K 0.02% -4,216 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,680 shares; 2024Q1: 6,878 shares; 2024Q2: 6,639 shares; 2024Q3: 6,638 shares; 2024Q4: 6,838 shares 6,838 $526K 0.02% +200 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,727 shares; 2023Q2: 10,513 shares; 2023Q3: 10,819 shares; 2023Q4: 10,952 shares; 2024Q1: 11,267 shares; 2024Q2: 9,191 shares; 2024Q3: 9,226 shares; 2024Q4: 9,851 shares 9,851 $518K 0.02% +625 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,692 shares; 2024Q1: 6,849 shares; 2024Q2: 6,870 shares; 2024Q3: 6,875 shares; 2024Q4: 7,159 shares 7,159 $515K 0.02% +284 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 833 shares; 2024Q1: 872 shares; 2024Q2: 913 shares; 2024Q3: 924 shares; 2024Q4: 1,055 shares 1,055 $512K 0.02% +131 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,757 shares; 2023Q2: 24,527 shares; 2023Q3: 12,264 shares; 2023Q4: 13,878 shares; 2024Q1: 16,218 shares; 2024Q2: 16,218 shares; 2024Q3: 18,481 shares; 2024Q4: 18,154 shares 18,154 $508K 0.02% -327 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,863 shares; 2024Q1: 5,670 shares; 2024Q2: 5,906 shares; 2024Q3: 6,024 shares; 2024Q4: 6,296 shares 6,296 $507K 0.02% +272 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,555 shares; 2024Q1: 4,727 shares; 2024Q2: 4,467 shares; 2024Q3: 4,282 shares; 2024Q4: 4,708 shares 4,708 $503K 0.02% +426 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,083 shares; 2024Q1: 2,209 shares; 2024Q2: 2,224 shares; 2024Q3: 2,265 shares; 2024Q4: 2,129 shares 2,129 $500K 0.02% -136 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,969 shares; 2024Q1: 9,923 shares; 2024Q2: 8,588 shares; 2024Q3: 7,879 shares; 2024Q4: 8,688 shares 8,688 $499K 0.02% +809 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,390 shares; 2024Q1: 2,333 shares; 2024Q2: 2,333 shares; 2024Q3: 1,988 shares; 2024Q4: 1,964 shares 1,964 $497K 0.02% -24 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,458 shares; 2024Q1: 1,504 shares; 2024Q2: 1,483 shares; 2024Q3: 1,339 shares; 2024Q4: 1,199 shares 1,199 $496K 0.02% -140 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,534 shares; 2024Q1: 6,219 shares; 2024Q2: 6,680 shares; 2024Q3: 6,334 shares; 2024Q4: 6,039 shares 6,039 $488K 0.02% -295 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,159 shares; 2024Q1: 3,174 shares; 2024Q2: 3,201 shares; 2024Q3: 3,295 shares; 2024Q4: 3,529 shares 3,529 $475K 0.02% +234 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,870 shares; 2024Q1: 4,930 shares; 2024Q2: 5,000 shares; 2024Q3: 4,995 shares; 2024Q4: 5,216 shares 5,216 $474K 0.02% +221 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,845 shares; 2024Q1: 5,991 shares; 2024Q2: 5,058 shares; 2024Q3: 5,136 shares; 2024Q4: 5,228 shares 5,228 $472K 0.02% +92 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; 2023Q1: not reported; 2023Q2: 10,784 shares; 2023Q3: 11,763 shares; 2023Q4: 13,670 shares; 2024Q1: 14,431 shares; 2024Q2: 14,431 shares; 2024Q3: 14,748 shares; 2024Q4: 14,736 shares 14,736 $462K 0.02% -12 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,044 shares; 2024Q1: 4,273 shares; 2024Q2: 4,232 shares; 2024Q3: 4,261 shares; 2024Q4: 4,172 shares 4,172 $459K 0.02% -89 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,701 shares; 2024Q1: 4,681 shares; 2024Q2: 5,523 shares; 2024Q3: 6,085 shares; 2024Q4: 6,374 shares 6,374 $456K 0.02% +289 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 17,467 shares; 2023Q2: 17,060 shares; 2023Q3: 17,223 shares; 2023Q4: 18,121 shares; 2024Q1: 18,604 shares; 2024Q2: 18,462 shares; 2024Q3: 18,737 shares; 2024Q4: 19,173 shares 19,173 $456K 0.02% +436 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,703 shares; 2024Q1: 1,354 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,178 shares 1,178 $450K 0.02% new Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,055 shares; 2024Q1: 9,055 shares; 2024Q2: 9,055 shares; 2024Q3: 9,099 shares; 2024Q4: 9,013 shares 9,013 $449K 0.02% -86 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,411 shares; 2024Q1: 2,896 shares; 2024Q2: 3,153 shares; 2024Q3: 3,295 shares; 2024Q4: 3,649 shares 3,649 $447K 0.02% +354 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,227 shares; 2023Q2: 10,369 shares; 2023Q3: 10,440 shares; 2023Q4: 10,352 shares; 2024Q1: 10,268 shares; 2024Q2: 10,067 shares; 2024Q3: 10,969 shares; 2024Q4: 8,933 shares 8,933 $447K 0.02% -2,036 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,949 shares; 2024Q1: 4,069 shares; 2024Q2: 3,707 shares; 2024Q3: 4,082 shares; 2024Q4: 5,002 shares 5,002 $446K 0.02% +920 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,509 shares; 2024Q1: 1,595 shares; 2024Q2: 1,637 shares; 2024Q3: 1,637 shares; 2024Q4: 1,687 shares 1,687 $446K 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,716 shares; 2024Q1: 3,711 shares; 2024Q2: 3,618 shares; 2024Q3: 3,837 shares; 2024Q4: 3,719 shares 3,719 $441K 0.02% -118 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 23,428 shares; 2023Q4: 46,325 shares; 2024Q1: 31,389 shares; 2024Q2: 31,314 shares; 2024Q3: 20,365 shares; 2024Q4: 19,261 shares 19,261 $439K 0.02% -1,104 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,719 shares; 2023Q2: 15,245 shares; 2023Q3: 17,970 shares; 2023Q4: 26,886 shares; 2024Q1: 25,072 shares; 2024Q2: 19,921 shares; 2024Q3: 20,402 shares; 2024Q4: 19,115 shares 19,115 $439K 0.02% -1,287 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,923 shares; 2024Q1: 3,074 shares; 2024Q2: 3,165 shares; 2024Q3: 3,105 shares; 2024Q4: 3,201 shares 3,201 $436K 0.02% +96 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,313 shares; 2024Q1: 2,276 shares; 2024Q2: 2,514 shares; 2024Q3: 2,569 shares; 2024Q4: 2,557 shares 2,557 $434K 0.02% -12 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,355 shares; 2024Q1: 1,306 shares; 2024Q2: 1,276 shares; 2024Q3: 1,260 shares; 2024Q4: 1,242 shares 1,242 $433K 0.02% -18 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,394 shares; 2024Q1: 1,339 shares; 2024Q2: 1,436 shares; 2024Q3: 1,503 shares; 2024Q4: 1,365 shares 1,365 $431K 0.02% -138 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,509 shares; 2024Q1: 4,527 shares; 2024Q2: 4,698 shares; 2024Q3: 5,228 shares; 2024Q4: 5,610 shares 5,610 $431K 0.02% +382 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,248 shares 10,248 $428K 0.02% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 734 shares; 2024Q1: 786 shares; 2024Q2: 1,013 shares; 2024Q3: 1,308 shares; 2024Q4: 1,658 shares 1,658 $428K 0.02% +350 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,114 shares; 2024Q1: 2,086 shares; 2024Q2: 2,047 shares; 2024Q3: 2,072 shares; 2024Q4: 2,112 shares 2,112 $425K 0.02% +40 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,925 shares; 2024Q1: 8,281 shares; 2024Q2: 8,414 shares; 2024Q3: 8,595 shares; 2024Q4: 7,664 shares 7,664 $424K 0.02% -931 HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,570 shares; 2024Q1: 1,592 shares; 2024Q2: 1,481 shares; 2024Q3: 1,537 shares; 2024Q4: 1,706 shares 1,706 $422K 0.02% +169 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,389 shares; 2024Q1: 4,565 shares; 2024Q2: 4,391 shares; 2024Q3: 4,377 shares; 2024Q4: 4,394 shares 4,394 $421K 0.02% +17 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 23,755 shares; 2023Q2: 31,020 shares; 2023Q3: 26,644 shares; 2023Q4: 32,510 shares; 2024Q1: 33,767 shares; 2024Q2: 26,802 shares; 2024Q3: 13,066 shares; 2024Q4: 20,950 shares 20,950 $420K 0.02% +7,884 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,498 shares; 2024Q1: 3,640 shares; 2024Q2: 4,008 shares; 2024Q3: 3,985 shares; 2024Q4: 4,498 shares 4,498 $415K 0.02% +513 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,659 shares; 2024Q1: 4,815 shares; 2024Q2: 4,539 shares; 2024Q3: 4,681 shares; 2024Q4: 5,062 shares 5,062 $414K 0.02% +381 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,469 shares; 2024Q1: 2,814 shares; 2024Q2: 2,850 shares; 2024Q3: 2,753 shares; 2024Q4: 2,943 shares 2,943 $413K 0.02% +190 Timeline NVDU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,396 shares 4,396 $411K 0.02% new 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; 2023Q1: 24,460 shares; 2023Q2: 12,737 shares; 2023Q3: 13,048 shares; 2023Q4: 12,493 shares; 2024Q1: 12,917 shares; 2024Q2: 11,062 shares; 2024Q3: 11,001 shares; 2024Q4: 9,146 shares 9,146 $411K 0.02% -1,855 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 493 shares; 2024Q1: 515 shares; 2024Q2: 477 shares; 2024Q3: 1,906 shares; 2024Q4: 2,242 shares 2,242 $410K 0.02% +336 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,714 shares; 2024Q1: 1,788 shares; 2024Q2: 1,784 shares; 2024Q3: 1,790 shares; 2024Q4: 1,721 shares 1,721 $404K 0.02% -69 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,389 shares; 2024Q1: 2,430 shares; 2024Q2: 2,483 shares; 2024Q3: 2,369 shares; 2024Q4: 2,661 shares 2,661 $403K 0.02% +292 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,745 shares; 2024Q1: 1,789 shares; 2024Q2: 1,785 shares; 2024Q3: 1,752 shares; 2024Q4: 1,767 shares 1,767 $401K 0.02% +15 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,778 shares; 2024Q4: 4,063 shares 4,063 $400K 0.02% +285 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,270 shares; 2024Q1: 2,209 shares; 2024Q2: 2,048 shares; 2024Q3: 2,047 shares; 2024Q4: 1,805 shares 1,805 $399K 0.02% -242 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; 2023Q1: 10,288 shares; 2023Q2: 10,417 shares; 2023Q3: not reported; 2023Q4: 9,663 shares; 2024Q1: 8,972 shares; 2024Q2: 8,939 shares; 2024Q3: 8,316 shares; 2024Q4: 8,164 shares 8,164 $399K 0.02% -152 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,076 shares; 2024Q1: 2,078 shares; 2024Q2: 1,912 shares; 2024Q3: 2,040 shares; 2024Q4: 2,255 shares 2,255 $398K 0.02% +215 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; 2023Q1: 12,763 shares; 2023Q2: 11,761 shares; 2023Q3: 10,182 shares; 2023Q4: 8,188 shares; 2024Q1: 8,299 shares; 2024Q2: 8,418 shares; 2024Q3: 9,106 shares; 2024Q4: 9,127 shares 9,127 $396K 0.02% +21 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,399 shares; 2024Q1: 1,340 shares; 2024Q2: 2,421 shares; 2024Q3: 2,074 shares; 2024Q4: 2,011 shares 2,011 $395K 0.02% -63 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,226 shares; 2024Q1: 2,578 shares; 2024Q2: 2,846 shares; 2024Q3: 3,198 shares; 2024Q4: 3,051 shares 3,051 $394K 0.02% -147 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,747 shares; 2024Q1: 2,808 shares; 2024Q2: 2,991 shares; 2024Q3: 2,862 shares; 2024Q4: 2,922 shares 2,922 $392K 0.02% +60 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,272 shares; 2024Q1: 3,481 shares; 2024Q2: 3,364 shares; 2024Q3: 3,353 shares; 2024Q4: 3,131 shares 3,131 $391K 0.02% -222 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,127 shares; 2024Q1: 1,072 shares; 2024Q2: 1,004 shares; 2024Q3: 1,062 shares; 2024Q4: 1,141 shares 1,141 $391K 0.02% +79 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,790 shares; 2024Q3: 4,790 shares; 2024Q4: 4,790 shares 4,790 $391K 0.02% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,591 shares; 2024Q1: 4,777 shares; 2024Q2: 4,549 shares; 2024Q3: 4,563 shares; 2024Q4: 5,058 shares 5,058 $388K 0.02% +495 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,880 shares; 2024Q1: 3,874 shares; 2024Q2: 4,233 shares; 2024Q3: 4,282 shares; 2024Q4: 4,396 shares 4,396 $388K 0.02% +114 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,291 shares; 2024Q1: 1,329 shares; 2024Q2: 1,310 shares; 2024Q3: 1,312 shares; 2024Q4: 1,351 shares 1,351 $386K 0.02% +39 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,776 shares; 2024Q1: 3,792 shares; 2024Q2: 3,772 shares; 2024Q3: 3,504 shares; 2024Q4: 3,426 shares 3,426 $384K 0.02% -78 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,638 shares; 2023Q4: 9,913 shares; 2024Q1: 8,483 shares; 2024Q2: 9,538 shares; 2024Q3: 8,650 shares; 2024Q4: 9,981 shares 9,981 $376K 0.02% +1,331 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,863 shares; 2024Q2: 3,815 shares; 2024Q3: 2,998 shares; 2024Q4: 2,884 shares 2,884 $373K 0.02% -114 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,000 shares 9,000 $373K 0.02% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,757 shares; 2024Q2: 6,371 shares; 2024Q3: 6,365 shares; 2024Q4: 6,966 shares 6,966 $371K 0.02% +601 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,812 shares; 2024Q2: 2,738 shares; 2024Q3: 2,241 shares; 2024Q4: 2,399 shares 2,399 $370K 0.02% +158 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,294 shares; 2024Q1: 3,228 shares; 2024Q2: 3,179 shares; 2024Q3: 3,121 shares; 2024Q4: 3,227 shares 3,227 $368K 0.02% +106 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,296 shares; 2024Q1: 3,416 shares; 2024Q2: 3,384 shares; 2024Q3: 3,644 shares; 2024Q4: 4,718 shares 4,718 $367K 0.02% +1,074 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,345 shares; 2024Q1: 4,378 shares; 2024Q2: 4,235 shares; 2024Q3: 4,317 shares; 2024Q4: 4,318 shares 4,318 $365K 0.02% +1 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 981 shares; 2024Q1: 1,096 shares; 2024Q2: 1,042 shares; 2024Q3: 1,074 shares; 2024Q4: 1,070 shares 1,070 $363K 0.02% -4 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 287 shares; 2024Q1: 313 shares; 2024Q2: 293 shares; 2024Q3: 290 shares; 2024Q4: 297 shares 297 $363K 0.02% +7 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,263 shares; 2024Q1: 1,325 shares; 2024Q2: 1,384 shares; 2024Q3: 1,388 shares; 2024Q4: 1,425 shares 1,425 $363K 0.02% +37 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,094 shares; 2024Q3: 2,250 shares; 2024Q4: 2,293 shares 2,293 $363K 0.02% +43 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,054 shares; 2024Q2: 2,054 shares; 2024Q3: 2,054 shares; 2024Q4: 2,169 shares 2,169 $358K 0.02% +115 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,185 shares; 2024Q1: 2,217 shares; 2024Q2: 2,247 shares; 2024Q3: 2,394 shares; 2024Q4: 2,304 shares 2,304 $358K 0.02% -90 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,342 shares; 2024Q1: 5,461 shares; 2024Q2: 5,028 shares; 2024Q3: 4,758 shares; 2024Q4: 5,602 shares 5,602 $357K 0.02% +844 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 208 shares; 2024Q4: 207 shares 207 $352K 0.02% -1 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,826 shares; 2024Q1: 1,796 shares; 2024Q2: 1,607 shares; 2024Q3: 1,638 shares; 2024Q4: 1,709 shares 1,709 $351K 0.02% +71 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,995 shares; 2024Q1: 7,237 shares; 2024Q2: 7,237 shares; 2024Q3: 7,228 shares; 2024Q4: 7,218 shares 7,218 $345K 0.02% -10 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,486 shares; 2024Q1: 7,174 shares; 2024Q2: 6,704 shares; 2024Q3: 6,715 shares; 2024Q4: 7,121 shares 7,121 $343K 0.02% +406 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,278 shares; 2023Q2: 11,704 shares; 2023Q3: 11,972 shares; 2023Q4: 12,611 shares; 2024Q1: 12,249 shares; 2024Q2: 11,005 shares; 2024Q3: 11,025 shares; 2024Q4: 12,545 shares 12,545 $341K 0.02% +1,520 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,250 shares; 2023Q4: 24,685 shares; 2024Q1: 16,554 shares; 2024Q2: 14,756 shares; 2024Q3: 13,558 shares; 2024Q4: 15,919 shares 15,919 $340K 0.02% +2,361 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,305 shares; 2024Q3: 4,219 shares; 2024Q4: 4,140 shares 4,140 $338K 0.02% -79 Timeline RSPH 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 12,500 shares; 2023Q4: 12,500 shares; 2024Q1: 11,500 shares; 2024Q2: 13,500 shares; 2024Q3: 13,500 shares; 2024Q4: 11,500 shares 11,500 $337K 0.02% -2,000 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,341 shares; 2024Q1: 2,341 shares; 2024Q2: 2,385 shares; 2024Q3: 2,398 shares; 2024Q4: 2,327 shares 2,327 $335K 0.02% -71 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,593 shares; 2024Q1: 8,545 shares; 2024Q2: 7,678 shares; 2024Q3: 5,597 shares; 2024Q4: 3,595 shares 3,595 $333K 0.02% -2,002 Timeline James Hardie Industries PLC James Hardie Industries PLC More: the full row for James Hardie Industries PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,542 shares; 2023Q2: 11,500 shares; 2023Q3: 11,686 shares; 2023Q4: 11,094 shares; 2024Q1: 11,141 shares; 2024Q2: 10,547 shares; 2024Q3: 11,662 shares; 2024Q4: 10,753 shares 10,753 $331K 0.02% -909 SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,009 shares; 2024Q2: 4,992 shares; 2024Q3: 5,481 shares; 2024Q4: 5,092 shares 5,092 $331K 0.02% -389 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,906 shares; 2024Q1: 2,021 shares; 2024Q2: 2,067 shares; 2024Q3: 2,058 shares; 2024Q4: 2,019 shares 2,019 $331K 0.02% -39 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,671 shares; 2024Q1: 1,709 shares; 2024Q2: 1,661 shares; 2024Q3: 1,688 shares; 2024Q4: 1,826 shares 1,826 $329K 0.02% +138 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,974 shares 2,974 $328K 0.02% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 416 shares; 2024Q1: 438 shares; 2024Q2: 453 shares; 2024Q3: 547 shares; 2024Q4: 546 shares 546 $328K 0.02% -1 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 13,020 shares; 2024Q1: 13,020 shares; 2024Q2: 13,020 shares; 2024Q3: 13,020 shares; 2024Q4: 13,020 shares 13,020 $325K 0.01% 0 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,660 shares 16,660 $325K 0.01% new 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,057 shares; 2024Q1: 3,145 shares; 2024Q2: 2,705 shares; 2024Q3: 2,729 shares; 2024Q4: 2,651 shares 2,651 $325K 0.01% -78 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,813 shares; 2024Q1: 1,971 shares; 2024Q2: 1,987 shares; 2024Q3: 2,046 shares; 2024Q4: 2,211 shares 2,211 $324K 0.01% +165 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,016 shares; 2024Q1: 3,884 shares; 2024Q2: 4,049 shares; 2024Q3: 4,099 shares; 2024Q4: 4,231 shares 4,231 $323K 0.01% +132 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 746 shares; 2024Q1: 793 shares; 2024Q2: 849 shares; 2024Q3: 777 shares; 2024Q4: 955 shares 955 $322K 0.01% +178 NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 38,583 shares; 2023Q2: 38,549 shares; 2023Q3: 42,838 shares; 2023Q4: 31,493 shares; 2024Q1: 31,417 shares; 2024Q2: 31,151 shares; 2024Q3: 31,285 shares; 2024Q4: 31,617 shares 31,617 $322K 0.01% +332 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,608 shares; 2024Q1: 4,587 shares; 2024Q2: 4,507 shares; 2024Q3: 4,493 shares; 2024Q4: 4,415 shares 4,415 $321K 0.01% -78 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,662 shares; 2024Q1: 4,360 shares; 2024Q2: 3,863 shares; 2024Q3: 3,878 shares; 2024Q4: 3,896 shares 3,896 $321K 0.01% +18 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 911 shares; 2024Q1: 1,006 shares; 2024Q2: 1,038 shares; 2024Q3: 1,054 shares; 2024Q4: 1,123 shares 1,123 $319K 0.01% +69 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,812 shares; 2024Q1: 10,849 shares; 2024Q2: 11,931 shares; 2024Q3: 9,522 shares; 2024Q4: 8,370 shares 8,370 $319K 0.01% -1,152 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,158 shares; 2024Q1: 2,782 shares; 2024Q2: 2,798 shares; 2024Q3: 2,814 shares; 2024Q4: 2,746 shares 2,746 $319K 0.01% -68 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,047 shares; 2024Q4: 4,196 shares 4,196 $318K 0.01% +2,149 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 907 shares; 2024Q4: 939 shares 939 $318K 0.01% +32 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,957 shares; 2024Q1: 5,661 shares; 2024Q2: 5,463 shares; 2024Q3: 5,461 shares; 2024Q4: 5,865 shares 5,865 $316K 0.01% +404 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,901 shares; 2024Q4: 9,088 shares 9,088 $313K 0.01% +1,187 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,025 shares; 2024Q1: 2,948 shares; 2024Q2: 2,995 shares; 2024Q3: 2,676 shares; 2024Q4: 2,625 shares 2,625 $311K 0.01% -51 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,062 shares; 2024Q4: 2,171 shares 2,171 $310K 0.01% +109 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,996 shares; 2024Q1: 2,044 shares; 2024Q2: 2,163 shares; 2024Q3: 1,989 shares; 2024Q4: 1,828 shares 1,828 $310K 0.01% -161 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,700 shares; 2024Q1: 7,549 shares; 2024Q2: 7,549 shares; 2024Q3: 7,259 shares; 2024Q4: 6,112 shares 6,112 $309K 0.01% -1,147 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; 2023Q1: 14,305 shares; 2023Q2: 13,970 shares; 2023Q3: not reported; 2023Q4: 3,173 shares; 2024Q1: 3,365 shares; 2024Q2: 3,379 shares; 2024Q3: 3,466 shares; 2024Q4: 3,396 shares 3,396 $308K 0.01% -70 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; 2023Q1: 20,510 shares; 2023Q2: 20,912 shares; 2023Q3: 24,698 shares; 2023Q4: 34,238 shares; 2024Q1: 20,453 shares; 2024Q2: 24,443 shares; 2024Q3: 25,805 shares; 2024Q4: 6,276 shares 6,276 $308K 0.01% -19,529 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 14,000 shares; 2023Q2: 14,000 shares; 2023Q3: 14,000 shares; 2023Q4: 14,000 shares; 2024Q1: 30,750 shares; 2024Q2: 22,250 shares; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares 14,000 $306K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,557 shares; 2024Q1: 6,625 shares; 2024Q2: 6,988 shares; 2024Q3: 7,157 shares; 2024Q4: 7,159 shares 7,159 $305K 0.01% +2 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 29,551 shares; 2023Q2: 29,770 shares; 2023Q3: 27,518 shares; 2023Q4: 27,518 shares; 2024Q1: 27,459 shares; 2024Q2: 26,246 shares; 2024Q3: 26,146 shares; 2024Q4: 25,996 shares 25,996 $305K 0.01% -150 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,951 shares; 2024Q1: 3,005 shares; 2024Q2: 2,854 shares; 2024Q3: 2,821 shares; 2024Q4: 2,866 shares 2,866 $304K 0.01% +45 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,333 shares; 2024Q1: 1,124 shares; 2024Q2: 1,488 shares; 2024Q3: 1,472 shares; 2024Q4: 1,195 shares 1,195 $304K 0.01% -277 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,573 shares; 2024Q1: 4,595 shares; 2024Q2: 4,497 shares; 2024Q3: 4,497 shares; 2024Q4: 4,131 shares 4,131 $302K 0.01% -366 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,047 shares; 2024Q1: 1,127 shares; 2024Q2: 1,139 shares; 2024Q3: 1,166 shares; 2024Q4: 1,093 shares 1,093 $301K 0.01% -73 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,246 shares; 2024Q1: 3,355 shares; 2024Q2: 3,312 shares; 2024Q3: 3,408 shares; 2024Q4: 3,064 shares 3,064 $301K 0.01% -344 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,759 shares; 2024Q4: 2,822 shares 2,822 $299K 0.01% +63 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,567 shares; 2024Q2: 2,603 shares; 2024Q3: 2,894 shares; 2024Q4: 2,936 shares 2,936 $299K 0.01% +42 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 760 shares; 2024Q1: 853 shares; 2024Q2: 851 shares; 2024Q3: 866 shares; 2024Q4: 992 shares 992 $297K 0.01% +126 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,209 shares; 2024Q1: 5,092 shares; 2024Q2: 4,776 shares; 2024Q3: 4,868 shares; 2024Q4: 4,898 shares 4,898 $297K 0.01% +30 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,752 shares; 2024Q1: 1,632 shares; 2024Q2: 1,747 shares; 2024Q3: 1,765 shares; 2024Q4: 1,820 shares 1,820 $296K 0.01% +55 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,736 shares; 2024Q2: 4,761 shares; 2024Q3: 4,620 shares; 2024Q4: 4,881 shares 4,881 $295K 0.01% +261 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,718 shares; 2024Q1: 6,907 shares; 2024Q2: 5,987 shares; 2024Q3: 6,502 shares; 2024Q4: 7,195 shares 7,195 $295K 0.01% +693 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 971 shares; 2024Q1: 1,039 shares; 2024Q2: 1,104 shares; 2024Q3: 1,080 shares; 2024Q4: 5,528 shares 5,528 $293K 0.01% +4,448 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,020 shares; 2023Q2: 14,298 shares; 2023Q3: 14,106 shares; 2023Q4: 15,727 shares; 2024Q1: 16,445 shares; 2024Q2: 16,937 shares; 2024Q3: 17,783 shares; 2024Q4: 17,769 shares 17,769 $292K 0.01% -14 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,398 shares; 2024Q1: 1,747 shares; 2024Q2: 1,433 shares; 2024Q3: 1,349 shares; 2024Q4: 1,356 shares 1,356 $291K 0.01% +7 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 13,596 shares; 2023Q2: 13,596 shares; 2023Q3: 14,396 shares; 2023Q4: 8,211 shares; 2024Q1: 4,389 shares; 2024Q2: not reported; 2024Q3: 4,389 shares; 2024Q4: 6,420 shares 6,420 $291K 0.01% +2,031 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,232 shares; 2024Q1: 3,231 shares; 2024Q2: 3,131 shares; 2024Q3: 3,145 shares; 2024Q4: 3,159 shares 3,159 $288K 0.01% +14 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 979 shares; 2024Q1: 1,105 shares; 2024Q2: 1,083 shares; 2024Q3: 1,078 shares; 2024Q4: 1,373 shares 1,373 $287K 0.01% +295 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 623 shares; 2024Q1: 637 shares; 2024Q2: 629 shares; 2024Q3: 603 shares; 2024Q4: 590 shares 590 $286K 0.01% -13 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,503 shares; 2023Q2: 10,696 shares; 2023Q3: 10,216 shares; 2023Q4: 10,139 shares; 2024Q1: 9,311 shares; 2024Q2: 9,520 shares; 2024Q3: 8,853 shares; 2024Q4: 9,654 shares 9,654 $285K 0.01% +801 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,023 shares; 2024Q1: 3,166 shares; 2024Q2: 3,124 shares; 2024Q3: 3,207 shares; 2024Q4: 3,272 shares 3,272 $284K 0.01% +65 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,572 shares; 2024Q1: 7,737 shares; 2024Q2: 7,191 shares; 2024Q3: 6,661 shares; 2024Q4: 8,298 shares 8,298 $284K 0.01% +1,637 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,577 shares; 2024Q1: 4,139 shares; 2024Q2: 3,867 shares; 2024Q3: 3,708 shares; 2024Q4: 4,200 shares 4,200 $284K 0.01% +492 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,369 shares; 2024Q4: 1,433 shares 1,433 $283K 0.01% +64 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 104,989 shares; 2023Q2: 90,556 shares; 2023Q3: 90,041 shares; 2023Q4: 90,567 shares; 2024Q1: 90,566 shares; 2024Q2: 28,486 shares; 2024Q3: 3,868 shares; 2024Q4: 3,037 shares 3,037 $283K 0.01% -831 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,577 shares; 2024Q1: 8,163 shares; 2024Q2: 7,556 shares; 2024Q3: not reported; 2024Q4: 11,314 shares 11,314 $283K 0.01% new 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,689 shares; 2024Q1: 2,773 shares; 2024Q2: 2,606 shares; 2024Q3: 2,595 shares; 2024Q4: 2,692 shares 2,692 $282K 0.01% +97 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,796 shares; 2024Q1: 3,942 shares; 2024Q2: 3,607 shares; 2024Q3: 3,707 shares; 2024Q4: 3,625 shares 3,625 $281K 0.01% -82 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,067 shares; 2024Q1: 5,184 shares; 2024Q2: 5,401 shares; 2024Q3: 4,870 shares; 2024Q4: 4,850 shares 4,850 $279K 0.01% -20 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,424 shares; 2024Q1: 1,517 shares; 2024Q2: 1,512 shares; 2024Q3: 1,506 shares; 2024Q4: 1,484 shares 1,484 $278K 0.01% -22 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,836 shares; 2024Q1: 2,846 shares; 2024Q2: 2,891 shares; 2024Q3: 3,015 shares; 2024Q4: 3,477 shares 3,477 $278K 0.01% +462 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,750 shares; 2024Q1: 1,688 shares; 2024Q2: 1,688 shares; 2024Q3: 1,688 shares; 2024Q4: 1,688 shares 1,688 $277K 0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 385 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,281 shares; 2024Q4: 1,281 shares 1,281 $276K 0.01% 0 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,771 shares; 2024Q1: 6,759 shares; 2024Q2: 6,759 shares; 2024Q3: 6,759 shares; 2024Q4: 6,759 shares 6,759 $272K 0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,284 shares; 2023Q2: 10,967 shares; 2023Q3: 10,754 shares; 2023Q4: 10,829 shares; 2024Q1: 10,433 shares; 2024Q2: 10,658 shares; 2024Q3: 10,618 shares; 2024Q4: 10,636 shares 10,636 $272K 0.01% +18 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,494 shares; 2024Q1: 3,573 shares; 2024Q2: 3,831 shares; 2024Q3: 3,109 shares; 2024Q4: 3,661 shares 3,661 $271K 0.01% +552 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,147 shares; 2024Q2: 5,212 shares; 2024Q3: 5,444 shares; 2024Q4: 5,688 shares 5,688 $270K 0.01% +244 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,169 shares; 2023Q2: 15,800 shares; 2023Q3: 14,727 shares; 2023Q4: 16,104 shares; 2024Q1: 17,937 shares; 2024Q2: 17,354 shares; 2024Q3: 17,251 shares; 2024Q4: 17,225 shares 17,225 $270K 0.01% -26 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,940 shares; 2024Q1: 4,716 shares; 2024Q2: 4,938 shares; 2024Q3: 4,875 shares; 2024Q4: 4,583 shares 4,583 $270K 0.01% -292 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,737 shares; 2024Q1: 3,750 shares; 2024Q2: 3,747 shares; 2024Q3: 3,737 shares; 2024Q4: 3,704 shares 3,704 $269K 0.01% -33 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,368 shares; 2024Q1: 2,368 shares; 2024Q2: 2,368 shares; 2024Q3: 2,370 shares; 2024Q4: 2,379 shares 2,379 $268K 0.01% +9 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,753 shares; 2024Q2: 3,724 shares; 2024Q3: 3,599 shares; 2024Q4: 3,521 shares 3,521 $267K 0.01% -78 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,857 shares; 2024Q1: 3,202 shares; 2024Q2: 4,216 shares; 2024Q3: 4,248 shares; 2024Q4: 3,004 shares 3,004 $266K 0.01% -1,244 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,320 shares; 2024Q1: 6,783 shares; 2024Q2: 7,382 shares; 2024Q3: 8,327 shares; 2024Q4: 8,284 shares 8,284 $266K 0.01% -43 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,583 shares; 2023Q2: 11,561 shares; 2023Q3: 11,150 shares; 2023Q4: 5,963 shares; 2024Q1: 7,196 shares; 2024Q2: 7,358 shares; 2024Q3: 6,762 shares; 2024Q4: 6,852 shares 6,852 $264K 0.01% +90 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,245 shares; 2024Q2: 6,245 shares; 2024Q3: 6,245 shares; 2024Q4: 6,480 shares 6,480 $264K 0.01% +235 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,400 shares 2,400 $264K 0.01% new Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,299 shares; 2024Q1: 9,325 shares; 2024Q2: 9,526 shares; 2024Q3: 9,263 shares; 2024Q4: 9,608 shares 9,608 $263K 0.01% +345 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,891 shares; 2024Q3: 2,039 shares; 2024Q4: 2,231 shares 2,231 $262K 0.01% +192 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,677 shares; 2024Q4: 4,835 shares 4,835 $260K 0.01% +158 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,049 shares; 2024Q4: 1,034 shares 1,034 $260K 0.01% -15 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,668 shares 2,668 $259K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,084 shares; 2024Q1: 3,301 shares; 2024Q2: 2,995 shares; 2024Q3: 3,327 shares; 2024Q4: 3,386 shares 3,386 $259K 0.01% +59 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,935 shares; 2024Q2: 4,119 shares; 2024Q3: 4,354 shares; 2024Q4: 4,514 shares 4,514 $257K 0.01% +160 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,024 shares; 2024Q4: 981 shares 981 $256K 0.01% -43 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 752 shares; 2024Q2: 752 shares; 2024Q3: 1,498 shares; 2024Q4: 1,382 shares 1,382 $256K 0.01% -116 Timeline