SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 227,807 $131M 6.05% +3,867 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not 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 1,263,965 $127M 5.88% +363,155 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 2,216,320 $106M 4.9% -4,757 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 191,644 $101M 4.68% +3,916 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 1,900,038 $100M 4.63% -21,962 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 285,372 $81.1M 3.74% +3,388 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 213,682 $67.2M 3.1% +52 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 1,340,813 $55.1M 2.54% -5,162 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 672,406 $50.5M 2.33% +9,842 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 819,331 $49.5M 2.29% +2,346 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 206,918 $48.2M 2.23% -6,575 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; 2022Q4: restricted; 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 1,225,263 $42.9M 1.98% +20,610 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; 2022Q4: restricted; 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 873,097 $41.3M 1.9% +105,916 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 508,717 $39.7M 1.83% -2,439 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; 2022Q4: restricted; 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 1,406,172 $39.6M 1.83% +346 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 320,625 $38.9M 1.8% +608 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; 2022Q4: restricted; 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 420,911 $38.6M 1.78% -36,334 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 80,514 $34.6M 1.6% -4,827 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 316,465 $34.4M 1.59% +13,318 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; 2022Q4: restricted; 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 626,032 $27.4M 1.26% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 112,478 $21M 0.97% -3,631 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 203,898 $20M 0.92% -129,052 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 229,229 $19.2M 0.88% -1,299 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 221,587 $18.7M 0.86% -25,989 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 484,337 $18.2M 0.84% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 148,974 $17.4M 0.8% -21,635 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 294,169 $16.9M 0.78% -5,478 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 508,858 $14.8M 0.69% +33,848 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 25,501 $14.7M 0.68% +245 Timeline BROOKFIELD INFRASTRUCT FCLA… BROOKFIELD INFRASTRUCT FCLASS … More: the full row for BROOKFIELD INFRASTRUCT FCLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 259,299 shares; 2023Q2: 270,183 shares; 2023Q3: 283,432 shares; 2023Q4: 295,511 shares; 2024Q1: 300,080 shares; 2024Q2: 312,288 shares; 2024Q3: 320,008 shares 320,008 $13.9M 0.64% +7,720 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; 2022Q4: restricted; 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 131,345 $13.4M 0.62% +4,677 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 22,684 $13M 0.6% +434 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 27,195 $12.5M 0.58% +251 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,453 shares; 2024Q1: 10,595 shares; 2024Q2: 10,421 shares; 2024Q3: 68,674 shares 68,674 $11.8M 0.55% +58,253 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 70,534 $11.8M 0.54% -2,833 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 68,310 $11.3M 0.52% -505 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 218,601 $11.1M 0.51% +24,000 Timeline BROOKFIELD RENEWABLE COR-A BROOKFIELD RENEWABLE COR-A More: the full row for BROOKFIELD RENEWABLE COR-A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 267,650 shares; 2023Q2: 275,559 shares; 2023Q3: 294,648 shares; 2023Q4: 311,142 shares; 2024Q1: 320,187 shares; 2024Q2: 326,828 shares; 2024Q3: 335,036 shares 335,036 $10.9M 0.51% +8,208 VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 155,625 $9.8M 0.45% +1 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 19,752 $9.65M 0.45% +145 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 10,808 $9.57M 0.44% +72 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; 2022Q4: restricted; 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 697,694 $9.52M 0.44% -178,442 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 137,987 $9.36M 0.43% +140 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 43,341 $8.56M 0.4% +5,311 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 56,143 $8.54M 0.39% -183 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 233,394 shares; 2023Q2: 230,994 shares; 2023Q3: 220,194 shares; 2023Q4: 213,088 shares; 2024Q1: 207,843 shares; 2024Q2: 210,722 shares; 2024Q3: 212,496 shares 212,496 $8.33M 0.38% +1,774 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 686,944 shares; 2024Q3: 686,812 shares 686,812 $7.88M 0.36% -132 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 75,460 $7.64M 0.35% +138 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; 2022Q4: restricted; 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 238,629 $7.4M 0.34% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 12,397 $7.25M 0.33% +225 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 172,962 $7.14M 0.33% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 105,185 $7.12M 0.33% -32,802 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 30,558 $6.75M 0.31% +7,102 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 53,296 $6.72M 0.31% +101 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 30,018 $6.33M 0.29% +236 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 21,559 $5.64M 0.26% +3,017 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 45,580 $5.45M 0.25% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 10,765 $5.32M 0.25% +71 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 31,032 $5.29M 0.24% +1,244 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 19,085 $5.25M 0.24% -187 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 112,240 $5.11M 0.24% +3 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 43,228 $5.07M 0.23% -14,195 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 121,697 $5.02M 0.23% +2 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,123 shares; 2024Q1: 6,034 shares; 2024Q2: 5,883 shares; 2024Q3: 6,045 shares 6,045 $4.29M 0.2% +162 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,900 shares; 2024Q1: 4,240 shares; 2024Q2: 4,596 shares; 2024Q3: 4,791 shares 4,791 $4.25M 0.2% +195 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 10,165 shares; 2023Q3: not reported; 2023Q4: 9,948 shares; 2024Q1: 10,422 shares; 2024Q2: 10,153 shares; 2024Q3: 10,391 shares 10,391 $4.21M 0.19% +238 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 31,134 $3.99M 0.18% -1,996 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 49,557 $3.9M 0.18% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 104,023 $3.79M 0.17% -8,181 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 21,653 $3.78M 0.17% +74 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not 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 10,295 $3.64M 0.17% +754 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 8,454 $3.31M 0.15% -7,682 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 18,447 $3.2M 0.15% +118 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 35,726 $3.15M 0.15% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 41,572 $3.12M 0.14% +170 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 63,719 $3.1M 0.14% +17,078 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; 2022Q4: restricted; 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 49,529 $3.09M 0.14% -4,110 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 9,210 $3.05M 0.14% -12,799 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; 2022Q4: restricted; 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 11,529 $3.04M 0.14% +22 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 11,025 $3.02M 0.14% -460 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,838 shares; 2024Q1: 4,807 shares; 2024Q2: 4,550 shares; 2024Q3: 4,817 shares 4,817 $2.99M 0.14% +267 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 25,892 $2.97M 0.14% -18,924 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 19,340 $2.96M 0.14% -21,345 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 12,382 $2.95M 0.14% -522 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,640 shares; 2024Q1: 9,907 shares; 2024Q2: 9,816 shares; 2024Q3: 10,288 shares 10,288 $2.86M 0.13% +472 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; 2022Q4: restricted; 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 23,233 $2.75M 0.13% -21,578 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 16,104 $2.74M 0.13% -6,115 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 16,879 $2.74M 0.13% +253 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; 2022Q4: restricted; 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 17,425 $2.72M 0.13% -32,386 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 8,758 $2.67M 0.12% -4,211 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; 2022Q4: restricted; 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 695,634 $2.64M 0.12% -4,821 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,872 shares; 2024Q1: 9,165 shares; 2024Q2: 8,969 shares; 2024Q3: 9,626 shares 9,626 $2.61M 0.12% +657 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,698 shares; 2024Q1: 4,042 shares; 2024Q2: 4,172 shares; 2024Q3: 4,200 shares 4,200 $2.6M 0.12% +28 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 12,489 $2.58M 0.12% -7,500 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 48,304 $2.57M 0.12% +2,326 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,566 shares; 2024Q1: 4,698 shares; 2024Q2: 4,726 shares; 2024Q3: 4,973 shares 4,973 $2.57M 0.12% +247 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 31,634 $2.55M 0.12% +480 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; 2022Q4: restricted; 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 92,331 $2.54M 0.12% 0 AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 12,534 $2.53M 0.12% +431 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; 2022Q4: restricted; 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 36,578 $2.43M 0.11% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 20,540 $2.41M 0.11% +1,205 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 23,088 $2.41M 0.11% -12,274 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; 2022Q4: restricted; 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 10,315 $2.4M 0.11% +148 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,396 shares; 2024Q1: 3,896 shares; 2024Q2: 4,196 shares; 2024Q3: 4,196 shares 4,196 $2.4M 0.11% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,006 shares; 2024Q1: 5,191 shares; 2024Q2: 4,969 shares; 2024Q3: 5,020 shares 5,020 $2.39M 0.11% +51 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,981 shares; 2024Q1: 8,881 shares; 2024Q2: 8,864 shares; 2024Q3: 8,819 shares 8,819 $2.39M 0.11% -45 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 59,667 $2.37M 0.11% +1,663 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 13,962 $2.29M 0.11% +698 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; 2022Q4: restricted; 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 79,932 $2.29M 0.11% +65,624 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; 2022Q4: restricted; 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 87,156 $2.27M 0.1% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,353 shares; 2024Q1: 4,393 shares; 2024Q2: 4,242 shares; 2024Q3: 4,373 shares 4,373 $2.26M 0.1% +131 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 49,210 $2.26M 0.1% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 15,172 $2.23M 0.1% -10,600 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,611 shares; 2024Q1: 5,714 shares; 2024Q2: 5,564 shares; 2024Q3: 5,838 shares 5,838 $2.23M 0.1% +274 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 6,898 $2.22M 0.1% -5,822 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; 2022Q4: restricted; 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 37,044 $2.2M 0.1% -3,371 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 25,949 $2.19M 0.1% -213 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,656 shares; 2024Q1: 2,742 shares; 2024Q2: 2,531 shares; 2024Q3: 2,577 shares 2,577 $2.15M 0.1% +46 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,648 shares; 2024Q1: 6,715 shares; 2024Q2: 6,754 shares; 2024Q3: 3,666 shares 3,666 $2.14M 0.1% -3,088 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,891 shares; 2024Q1: 3,575 shares; 2024Q2: 3,133 shares; 2024Q3: 3,368 shares 3,368 $2.13M 0.1% +235 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 10,845 $2.12M 0.1% +2,125 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 11,399 $2.11M 0.1% +74 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 12,216 $2.08M 0.1% +454 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,177 shares; 2024Q1: 9,650 shares; 2024Q2: 10,091 shares; 2024Q3: 10,410 shares 10,410 $2.07M 0.1% +319 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 28,045 $2.03M 0.09% +280 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 15,929 $2.02M 0.09% -331 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 18,736 $1.99M 0.09% +24 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,456 shares; 2024Q1: 7,754 shares; 2024Q2: 7,889 shares; 2024Q3: 8,057 shares 8,057 $1.99M 0.09% +168 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,258 shares; 2024Q1: 8,284 shares; 2024Q2: 7,528 shares; 2024Q3: 17,119 shares 17,119 $1.97M 0.09% +9,591 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 16,919 $1.93M 0.09% +196 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; 2022Q4: restricted; 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 44,629 $1.91M 0.09% 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; 2022Q4: restricted; 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 91,913 $1.91M 0.09% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 9,829 $1.88M 0.09% -543 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 8,076 $1.85M 0.09% -170 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; 2022Q4: restricted; 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 15,289 $1.83M 0.08% +5 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 43,193 $1.8M 0.08% +613 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,348 shares; 2024Q1: 3,293 shares; 2024Q2: 3,373 shares; 2024Q3: 3,612 shares 3,612 $1.79M 0.08% +239 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; 2022Q4: restricted; 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 24,625 $1.78M 0.08% -1,118 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; 2022Q4: restricted; 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 473,361 $1.78M 0.08% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,840 shares; 2024Q1: 4,659 shares; 2024Q2: 4,660 shares; 2024Q3: 4,661 shares 4,661 $1.75M 0.08% +1 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 14,659 $1.75M 0.08% -9,136 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 27,791 $1.74M 0.08% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 17,677 $1.72M 0.08% -20,651 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 25,986 $1.71M 0.08% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,542 shares; 2024Q1: 10,706 shares; 2024Q2: 10,669 shares; 2024Q3: 9,786 shares 9,786 $1.7M 0.08% -883 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; 2022Q4: restricted; 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 3,999 $1.7M 0.08% -99 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,885 shares; 2024Q1: 7,006 shares; 2024Q2: 6,654 shares; 2024Q3: 6,642 shares 6,642 $1.69M 0.08% -12 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; 2022Q4: restricted; 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 3,026 $1.68M 0.08% +410 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 1,847 $1.65M 0.08% +365 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; 2022Q4: restricted; 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 3,172 $1.65M 0.08% -24 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,297 shares; 2024Q1: 23,975 shares; 2024Q2: 26,418 shares; 2024Q3: 26,444 shares 26,444 $1.65M 0.08% +26 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,899 shares; 2024Q1: 6,211 shares; 2024Q2: 6,086 shares; 2024Q3: 5,896 shares 5,896 $1.64M 0.08% -190 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 17,008 $1.64M 0.08% -1,180 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 73,562 $1.62M 0.07% +513 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; 2022Q4: restricted; 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 3,276 $1.61M 0.07% +352 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 19,959 $1.61M 0.07% -1,349 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 35,171 $1.61M 0.07% -70,442 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; 2022Q4: restricted; 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 20,225 $1.6M 0.07% +1,149 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 128,683 $1.58M 0.07% -68 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; 2022Q4: restricted; 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 33,393 $1.57M 0.07% +60 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; 2022Q4: restricted; 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 7,292 $1.5M 0.07% +362 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,074 shares; 2024Q2: 5,592 shares; 2024Q3: 6,125 shares 6,125 $1.5M 0.07% +533 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 17,774 $1.49M 0.07% +473 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,942 shares; 2024Q1: 5,851 shares; 2024Q2: 5,900 shares; 2024Q3: 6,308 shares 6,308 $1.45M 0.07% +408 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,642 shares; 2024Q1: 7,202 shares; 2024Q2: 7,316 shares; 2024Q3: 6,931 shares 6,931 $1.43M 0.07% -385 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 44,389 shares; 2024Q2: 44,389 shares; 2024Q3: 44,389 shares 44,389 $1.41M 0.07% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 11,602 $1.41M 0.06% -688 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 24,279 $1.37M 0.06% -888 Timeline Grayscale Bitcoin Minitrust… Grayscale Bitcoin Minitrust ETF More: the full row for Grayscale Bitcoin Minitrust ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 242,411 shares 242,411 $1.36M 0.06% new MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not 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 26,512 $1.35M 0.06% -143 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 14,631 $1.33M 0.06% -23,347 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 5,937 $1.31M 0.06% -6,470 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,418 shares; 2024Q1: 1,418 shares; 2024Q2: 1,359 shares; 2024Q3: 1,379 shares 1,379 $1.31M 0.06% +20 VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 14,584 $1.3M 0.06% 0 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,649 shares; 2024Q1: 1,662 shares; 2024Q2: 1,593 shares; 2024Q3: 1,587 shares 1,587 $1.3M 0.06% -6 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; 2022Q4: restricted; 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 25,805 $1.3M 0.06% +1,362 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 33,677 shares 33,677 $1.27M 0.06% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 28,576 shares; 2024Q1: 29,020 shares; 2024Q2: 28,737 shares; 2024Q3: 11,307 shares 11,307 $1.26M 0.06% -17,430 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 296 shares; 2024Q1: 292 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $1.26M 0.06% 0 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; 2022Q4: restricted; 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 35,614 $1.26M 0.06% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,262 shares; 2024Q1: 3,629 shares; 2024Q2: 3,636 shares; 2024Q3: 3,602 shares 3,602 $1.25M 0.06% -34 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; 2022Q4: restricted; 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 5,119 $1.24M 0.06% +1,159 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; 2022Q4: restricted; 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 67,366 $1.24M 0.06% +20,000 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; 2022Q4: restricted; 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 18,372 $1.24M 0.06% +59 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 27,190 $1.23M 0.06% +145 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 9,692 $1.22M 0.06% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,958 shares; 2024Q1: 5,221 shares; 2024Q2: 5,297 shares; 2024Q3: 2,616 shares 2,616 $1.22M 0.06% -2,681 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 17,025 $1.21M 0.06% -27 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,617 shares; 2024Q1: 7,241 shares; 2024Q2: 7,100 shares; 2024Q3: 10,244 shares 10,244 $1.2M 0.06% +3,144 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not 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 13,561 $1.19M 0.05% -1,450 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 26,380 $1.18M 0.05% -96 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; 2022Q4: restricted; 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 21,864 $1.18M 0.05% -1,000 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; 2022Q4: restricted; 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 6,927 $1.17M 0.05% -12,446 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,903 shares; 2024Q1: 6,300 shares; 2024Q2: 6,080 shares; 2024Q3: 6,199 shares 6,199 $1.17M 0.05% +119 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 23,486 $1.17M 0.05% -597 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 6,494 $1.17M 0.05% +95 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 9,171 $1.16M 0.05% +188 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,492 shares; 2024Q1: 2,506 shares; 2024Q2: 2,489 shares; 2024Q3: 2,424 shares 2,424 $1.14M 0.05% -65 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 88,857 $1.13M 0.05% +19 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,067 shares; 2024Q1: 2,530 shares; 2024Q2: 2,748 shares; 2024Q3: 3,268 shares 3,268 $1.12M 0.05% +520 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; 2022Q4: restricted; 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 2,738 $1.11M 0.05% +6 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,987 shares; 2024Q1: 3,053 shares; 2024Q2: 3,026 shares; 2024Q3: 3,051 shares 3,051 $1.1M 0.05% +25 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,038 shares; 2024Q1: 5,136 shares; 2024Q2: 4,867 shares; 2024Q3: 4,924 shares 4,924 $1.1M 0.05% +57 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; 2022Q4: restricted; 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 35,428 $1.1M 0.05% -968 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 2,284 $1.08M 0.05% -163 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,490 shares; 2024Q1: 2,517 shares; 2024Q2: 4,303 shares; 2024Q3: 4,157 shares 4,157 $1.08M 0.05% -146 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 37,021 $1.07M 0.05% +1,931 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; 2022Q4: restricted; 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 1,311 $1.06M 0.05% -15 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,717 shares; 2024Q3: 2,452 shares 2,452 $1.05M 0.05% +735 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,527 shares; 2024Q1: 2,521 shares; 2024Q2: 2,419 shares; 2024Q3: 2,498 shares 2,498 $1.05M 0.05% +79 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 46,909 $1.04M 0.05% -114,481 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 28,139 $1.03M 0.05% -59,589 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 21,605 $1.03M 0.05% -204 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; 2022Q4: restricted; 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 163,610 $1.02M 0.05% +609 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not 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 19,500 $997K 0.05% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,953 shares; 2024Q1: 9,126 shares; 2024Q2: 10,089 shares; 2024Q3: 9,545 shares 9,545 $990K 0.05% -544 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,270 shares; 2024Q1: 1,289 shares; 2024Q2: 1,232 shares; 2024Q3: 1,275 shares 1,275 $987K 0.05% +43 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 1,993 $987K 0.05% -33 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,322 shares; 2024Q1: 4,455 shares; 2024Q2: 4,090 shares; 2024Q3: 4,387 shares 4,387 $970K 0.04% +297 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,210 shares; 2024Q1: 4,636 shares; 2024Q2: 5,097 shares; 2024Q3: 5,104 shares 5,104 $969K 0.04% +7 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 24,541 shares; 2024Q3: 25,931 shares 25,931 $965K 0.04% +1,390 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,924 shares; 2024Q1: 7,230 shares; 2024Q2: 7,524 shares; 2024Q3: 7,770 shares 7,770 $954K 0.04% +246 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,406 shares; 2024Q1: 3,494 shares; 2024Q2: 3,221 shares; 2024Q3: 3,230 shares 3,230 $934K 0.04% +9 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,403 shares; 2024Q1: 5,790 shares; 2024Q2: 5,181 shares; 2024Q3: 6,485 shares 6,485 $927K 0.04% +1,304 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,672 shares; 2024Q1: 3,239 shares; 2024Q2: 3,858 shares; 2024Q3: 3,727 shares 3,727 $927K 0.04% -131 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,026 shares; 2024Q1: 3,052 shares; 2024Q2: 3,011 shares; 2024Q3: 3,056 shares 3,056 $924K 0.04% +45 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,569 shares; 2024Q1: 3,668 shares; 2024Q2: 3,477 shares; 2024Q3: 3,469 shares 3,469 $914K 0.04% -8 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 11,711 $914K 0.04% -582 Timeline 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 243 shares; 2024Q1: 241 shares; 2024Q2: 12,131 shares; 2024Q3: 15,807 shares 15,807 $911K 0.04% +3,676 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 14,461 $905K 0.04% -692 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; 2022Q4: restricted; 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 1,906 $896K 0.04% -462 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 46,901 shares; 2024Q1: 32,512 shares; 2024Q2: 32,446 shares; 2024Q3: 39,248 shares 39,248 $888K 0.04% +6,802 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not 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 11,222 $882K 0.04% +202 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 8,297 $874K 0.04% +172 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,214 shares; 2024Q2: 8,900 shares; 2024Q3: 8,900 shares 8,900 $873K 0.04% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 23,855 shares; 2024Q3: 23,809 shares 23,809 $860K 0.04% -46 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 13,200 $857K 0.04% +625 IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,745 shares; 2024Q1: 8,746 shares; 2024Q2: 8,747 shares; 2024Q3: 8,848 shares 8,848 $847K 0.04% +101 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 5,419 $845K 0.04% +11 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 12,748 $841K 0.04% -128 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 12,866 $834K 0.04% -193 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 10,675 $832K 0.04% -314 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,864 shares; 2024Q1: 10,148 shares; 2024Q2: 10,570 shares; 2024Q3: 11,167 shares 11,167 $828K 0.04% +597 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 698,362 shares; 2023Q2: 1,101,560 shares; 2023Q3: 1,074,611 shares; 2023Q4: 714,688 shares; 2024Q1: 696,910 shares; 2024Q2: 245,236 shares; 2024Q3: 35,669 shares 35,669 $826K 0.04% -209,567 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; 2022Q4: restricted; 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 5,758 $818K 0.04% +2 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,959 shares; 2024Q1: 1,982 shares; 2024Q2: 2,025 shares; 2024Q3: 2,124 shares 2,124 $815K 0.04% +99 NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 7,509 $806K 0.04% +506 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,479 shares; 2024Q1: 1,475 shares; 2024Q2: 1,529 shares; 2024Q3: 1,521 shares 1,521 $803K 0.04% -8 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 8,185 $790K 0.04% -3,067 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; 2022Q4: restricted; 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 4,362 $779K 0.04% -1 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 473 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,608 shares 4,608 $777K 0.04% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,744 shares; 2024Q1: 3,525 shares; 2024Q2: 3,724 shares; 2024Q3: 3,731 shares 3,731 $775K 0.04% +7 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 734 shares; 2024Q1: 711 shares; 2024Q2: 550 shares; 2024Q3: 542 shares 542 $773K 0.04% -8 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,658 shares; 2024Q1: 3,442 shares; 2024Q2: 3,372 shares; 2024Q3: 3,415 shares 3,415 $769K 0.04% +43 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 32,883 shares; 2024Q3: 39,626 shares 39,626 $767K 0.04% +6,743 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; 2022Q4: restricted; 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 40,440 $763K 0.04% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 251 shares; 2024Q1: 257 shares; 2024Q2: 241 shares; 2024Q3: 240 shares 240 $756K 0.03% -1 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 716 shares; 2024Q1: 746 shares; 2024Q2: 712 shares; 2024Q3: 713 shares 713 $750K 0.03% +1 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 4,156 $749K 0.03% -6,604 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 15,747 $747K 0.03% -2,034 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,376 shares; 2024Q1: 6,379 shares; 2024Q2: 6,211 shares; 2024Q3: 6,426 shares 6,426 $741K 0.03% +215 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 8,326 $739K 0.03% -3,411 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; 2022Q4: restricted; 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 1,896 $737K 0.03% +30 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 10,443 shares; 2023Q3: not reported; 2023Q4: 7,030 shares; 2024Q1: 7,062 shares; 2024Q2: 7,048 shares; 2024Q3: 6,699 shares 6,699 $733K 0.03% -349 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; 2022Q4: restricted; 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 34,913 $728K 0.03% -102,351 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 10,969 $727K 0.03% +902 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,840 shares; 2024Q2: 15,701 shares; 2024Q3: 21,888 shares 21,888 $715K 0.03% +6,187 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,944 shares; 2024Q1: 2,025 shares; 2024Q2: 2,055 shares; 2024Q3: 2,060 shares 2,060 $713K 0.03% +5 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 10,886 $709K 0.03% -274 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,010 shares; 2024Q1: 599 shares; 2024Q2: 585 shares; 2024Q3: 610 shares 610 $702K 0.03% +25 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,432 shares; 2024Q1: 4,543 shares; 2024Q2: 4,328 shares; 2024Q3: 4,371 shares 4,371 $702K 0.03% +43 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; 2022Q4: restricted; 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 2,562 $694K 0.03% +288 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 11,001 $692K 0.03% -61 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,861 shares; 2024Q3: 5,248 shares 5,248 $685K 0.03% +387 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; 2022Q4: restricted; 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 4,202 $684K 0.03% -69 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; 2022Q4: restricted; 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 54,183 $684K 0.03% +933 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; 2022Q4: restricted; 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 1,339 $677K 0.03% -144 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; 2022Q4: restricted; 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 1,482 $668K 0.03% -16 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,420 shares; 2024Q3: 14,915 shares 14,915 $664K 0.03% +5,495 EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 711 shares; 2024Q1: 755 shares; 2024Q2: 715 shares; 2024Q3: 744 shares 744 $660K 0.03% +29 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 9,953 $650K 0.03% +415 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; 2022Q4: restricted; 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 58,414 $633K 0.03% +732 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 12,224 $632K 0.03% +2,227 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,203 shares; 2024Q1: 2,204 shares; 2024Q2: 2,204 shares; 2024Q3: 2,204 shares 2,204 $624K 0.03% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,267 shares; 2024Q1: 2,282 shares; 2024Q2: 2,204 shares; 2024Q3: 2,250 shares 2,250 $619K 0.03% +46 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; 2022Q4: restricted; 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 7,312 $613K 0.03% +604 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; 2022Q4: restricted; 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 4,667 $609K 0.03% +177 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; 2022Q4: restricted; 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 7,787 $607K 0.03% +24 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 15,467 $605K 0.03% -26,797 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 3,692 $598K 0.03% +55 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,977 shares; 2024Q1: 3,083 shares; 2024Q2: 3,075 shares; 2024Q3: 3,129 shares 3,129 $596K 0.03% +54 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 17,246 $595K 0.03% +306 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; 2022Q4: restricted; 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 3,977 $595K 0.03% -38 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,976 shares; 2024Q1: 2,016 shares; 2024Q2: 1,891 shares; 2024Q3: 1,997 shares 1,997 $595K 0.03% +106 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 6,578 $593K 0.03% +91 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; 2022Q4: restricted; 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 4,759 $592K 0.03% -357 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,125 shares 2,125 $590K 0.03% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,910 shares; 2024Q1: 2,910 shares; 2024Q2: 2,910 shares; 2024Q3: 2,985 shares 2,985 $589K 0.03% +75 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; 2022Q4: restricted; 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 15,567 $585K 0.03% +7,836 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 3,105 $582K 0.03% -60 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 17,235 $576K 0.03% +19 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 12,296 $568K 0.03% +620 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,810 shares; 2024Q1: 3,992 shares; 2024Q2: 4,033 shares; 2024Q3: 4,037 shares 4,037 $566K 0.03% +4 MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 10,875 $566K 0.03% +311 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 12,000 $566K 0.03% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 13,902 $565K 0.03% -40,084 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,925 shares; 2024Q1: 8,281 shares; 2024Q2: 8,414 shares; 2024Q3: 8,595 shares 8,595 $563K 0.03% +181 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,541 shares; 2024Q2: 4,575 shares; 2024Q3: 5,806 shares 5,806 $563K 0.03% +1,231 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,083 shares; 2024Q1: 2,209 shares; 2024Q2: 2,224 shares; 2024Q3: 2,265 shares 2,265 $563K 0.03% +41 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,176 shares; 2024Q3: 2,184 shares 2,184 $557K 0.03% +8 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,137 shares; 2024Q3: 5,596 shares 5,596 $557K 0.03% +459 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 4,070 $555K 0.03% -740 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 557 shares; 2024Q1: 588 shares; 2024Q2: 521 shares; 2024Q3: 533 shares 533 $554K 0.03% +12 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 4,293 $550K 0.03% +236 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,484 shares 1,484 $547K 0.03% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,863 shares; 2024Q1: 5,670 shares; 2024Q2: 5,906 shares; 2024Q3: 6,024 shares 6,024 $547K 0.03% +118 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 23,944 shares; 2023Q2: 38,174 shares; 2023Q3: 38,280 shares; 2023Q4: 27,412 shares; 2024Q1: 14,073 shares; 2024Q2: 9,243 shares; 2024Q3: 9,243 shares 9,243 $546K 0.03% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,976 shares; 2024Q1: 2,930 shares; 2024Q2: 2,920 shares; 2024Q3: 3,036 shares 3,036 $540K 0.02% +116 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,991 shares; 2024Q1: 2,938 shares; 2024Q2: 2,984 shares; 2024Q3: 3,020 shares 3,020 $538K 0.02% +36 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; 2022Q4: restricted; 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 3,631 $537K 0.02% -221 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; 2022Q4: restricted; 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 1,988 $536K 0.02% -345 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,534 shares; 2024Q1: 6,219 shares; 2024Q2: 6,680 shares; 2024Q3: 6,334 shares 6,334 $531K 0.02% -346 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; 2022Q4: restricted; 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 2,260 $529K 0.02% -68 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; 2022Q4: restricted; 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 8,316 $529K 0.02% -623 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; 2022Q4: restricted; 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 2,047 $527K 0.02% -1 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; 2022Q4: restricted; 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 9,099 $525K 0.02% +44 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; 2022Q4: restricted; 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 10,180 $520K 0.02% +1,413 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 5,597 $519K 0.02% -2,081 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,870 shares; 2024Q1: 4,930 shares; 2024Q2: 5,000 shares; 2024Q3: 4,995 shares 4,995 $519K 0.02% -5 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 1,868 $515K 0.02% +29 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 8,945 $513K 0.02% -1,098 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,680 shares; 2024Q1: 6,878 shares; 2024Q2: 6,639 shares; 2024Q3: 6,638 shares 6,638 $512K 0.02% -1 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,050 shares; 2024Q2: 5,600 shares; 2024Q3: 5,601 shares 5,601 $508K 0.02% +1 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,044 shares; 2024Q1: 4,273 shares; 2024Q2: 4,232 shares; 2024Q3: 4,261 shares 4,261 $503K 0.02% +29 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 6,423 $498K 0.02% +550 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; 2022Q4: restricted; 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 2,074 $491K 0.02% -347 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,692 shares; 2024Q1: 6,849 shares; 2024Q2: 6,870 shares; 2024Q3: 6,875 shares 6,875 $491K 0.02% +5 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; 2022Q4: restricted; 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 3,295 $489K 0.02% +94 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 39,620 $481K 0.02% -5 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; 2022Q4: restricted; 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 9,226 $481K 0.02% +35 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 20,402 $478K 0.02% +481 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; 2022Q4: restricted; 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 9,522 $475K 0.02% -2,409 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 23,428 shares; 2023Q4: 46,325 shares; 2024Q1: 31,389 shares; 2024Q2: 31,314 shares; 2024Q3: 20,365 shares 20,365 $470K 0.02% -10,949 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; 2022Q4: restricted; 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 11,662 $468K 0.02% +1,115 SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 833 shares; 2024Q1: 872 shares; 2024Q2: 913 shares; 2024Q3: 924 shares 924 $468K 0.02% +11 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,845 shares; 2024Q1: 5,991 shares; 2024Q2: 5,058 shares; 2024Q3: 5,136 shares 5,136 $468K 0.02% +78 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 1,472 $468K 0.02% -16 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,716 shares; 2024Q1: 3,711 shares; 2024Q2: 3,618 shares; 2024Q3: 3,837 shares 3,837 $465K 0.02% +219 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; 2022Q4: restricted; 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 6,085 $459K 0.02% +562 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 1,790 $458K 0.02% +6 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 28,103 $451K 0.02% +3,285 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; 2022Q4: restricted; 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 1,503 $448K 0.02% +67 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,345 shares; 2024Q1: 3,557 shares; 2024Q2: 4,259 shares; 2024Q3: 4,320 shares 4,320 $446K 0.02% +61 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,313 shares; 2024Q1: 2,276 shares; 2024Q2: 2,514 shares; 2024Q3: 2,569 shares 2,569 $446K 0.02% +55 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; 2022Q4: restricted; 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 18,737 $442K 0.02% +275 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,226 shares; 2024Q1: 2,578 shares; 2024Q2: 2,846 shares; 2024Q3: 3,198 shares 3,198 $437K 0.02% +352 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; 2022Q4: restricted; 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 13,500 $435K 0.02% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 287 shares; 2024Q1: 313 shares; 2024Q2: 293 shares; 2024Q3: 290 shares 290 $435K 0.02% -3 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,509 shares; 2024Q1: 1,595 shares; 2024Q2: 1,637 shares; 2024Q3: 1,637 shares 1,637 $432K 0.02% 0 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; 2022Q4: restricted; 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 2,915 $431K 0.02% +39 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; 2022Q4: restricted; 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 14,748 $429K 0.02% +317 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 208 shares 208 $427K 0.02% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,949 shares; 2024Q1: 4,069 shares; 2024Q2: 3,707 shares; 2024Q3: 4,082 shares 4,082 $425K 0.02% +375 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,555 shares; 2024Q1: 4,727 shares; 2024Q2: 4,467 shares; 2024Q3: 4,282 shares 4,282 $423K 0.02% -185 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,745 shares; 2024Q1: 1,789 shares; 2024Q2: 1,785 shares; 2024Q3: 1,752 shares 1,752 $422K 0.02% -33 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,052 shares; 2024Q2: 2,025 shares; 2024Q3: 1,774 shares 1,774 $421K 0.02% -251 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,857 shares; 2024Q1: 3,202 shares; 2024Q2: 4,216 shares; 2024Q3: 4,248 shares 4,248 $420K 0.02% +32 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,114 shares; 2024Q1: 2,086 shares; 2024Q2: 2,047 shares; 2024Q3: 2,072 shares 2,072 $416K 0.02% +25 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,389 shares; 2024Q1: 4,565 shares; 2024Q2: 4,391 shares; 2024Q3: 4,377 shares 4,377 $415K 0.02% -14 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,969 shares; 2024Q1: 9,923 shares; 2024Q2: 8,588 shares; 2024Q3: 7,879 shares 7,879 $413K 0.02% -709 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 3,466 $411K 0.02% +87 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,294 shares; 2024Q1: 3,228 shares; 2024Q2: 3,179 shares; 2024Q3: 3,121 shares 3,121 $410K 0.02% -58 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,779 shares; 2024Q1: 6,779 shares; 2024Q2: 4,883 shares; 2024Q3: 4,883 shares 4,883 $409K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,498 shares; 2024Q1: 3,640 shares; 2024Q2: 4,008 shares; 2024Q3: 3,985 shares 3,985 $409K 0.02% -23 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 1,388 $408K 0.02% +4 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 1,260 $408K 0.02% -16 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; 2022Q4: restricted; 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 1,453 $408K 0.02% -2,184 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; 2022Q4: restricted; 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 2,040 $405K 0.02% +128 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,411 shares; 2024Q1: 2,896 shares; 2024Q2: 3,153 shares; 2024Q3: 3,295 shares 3,295 $405K 0.02% +142 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,747 shares; 2024Q1: 2,808 shares; 2024Q2: 2,991 shares; 2024Q3: 2,862 shares 2,862 $400K 0.02% -129 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 1,638 $397K 0.02% +31 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 3,868 $394K 0.02% -24,618 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 493 shares; 2024Q1: 515 shares; 2024Q2: 477 shares; 2024Q3: 1,906 shares 1,906 $392K 0.02% +1,429 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; 2022Q4: restricted; 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 2,398 $391K 0.02% +13 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 9,106 $389K 0.02% +688 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,778 shares 3,778 $388K 0.02% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 6,715 $387K 0.02% +11 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,659 shares; 2024Q1: 4,815 shares; 2024Q2: 4,539 shares; 2024Q3: 4,681 shares 4,681 $386K 0.02% +142 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,345 shares; 2024Q1: 4,378 shares; 2024Q2: 4,235 shares; 2024Q3: 4,317 shares 4,317 $385K 0.02% +82 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,006 shares; 2024Q1: 3,006 shares; 2024Q2: 3,006 shares; 2024Q3: 782 shares 782 $385K 0.02% -2,224 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 1,989 $381K 0.02% -174 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,158 shares; 2024Q1: 2,782 shares; 2024Q2: 2,798 shares; 2024Q3: 2,814 shares 2,814 $380K 0.02% +16 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; 2022Q4: restricted; 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 18,481 $377K 0.02% +2,263 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,509 shares; 2024Q1: 4,527 shares; 2024Q2: 4,698 shares; 2024Q3: 5,228 shares 5,228 $376K 0.02% +530 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; 2022Q4: restricted; 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 3,353 $372K 0.02% -11 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,469 shares; 2024Q1: 2,814 shares; 2024Q2: 2,850 shares; 2024Q3: 2,753 shares 2,753 $369K 0.02% -97 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; 2022Q4: restricted; 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 2,729 $369K 0.02% +24 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,209 shares; 2024Q1: 5,092 shares; 2024Q2: 4,776 shares; 2024Q3: 4,868 shares 4,868 $366K 0.02% +92 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,016 shares; 2024Q1: 3,884 shares; 2024Q2: 4,049 shares; 2024Q3: 4,099 shares 4,099 $365K 0.02% +50 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,781 shares; 2023Q2: 10,894 shares; 2023Q3: 14,809 shares; 2023Q4: 15,711 shares; 2024Q1: 16,658 shares; 2024Q2: 15,686 shares; 2024Q3: 11,479 shares 11,479 $364K 0.02% -4,207 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; 2022Q4: restricted; 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 3,145 $364K 0.02% +14 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,880 shares; 2024Q1: 3,874 shares; 2024Q2: 4,233 shares; 2024Q3: 4,282 shares 4,282 $361K 0.02% +49 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,490 shares; 2024Q2: 6,490 shares; 2024Q3: 5,851 shares 5,851 $360K 0.02% -639 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; 2022Q4: restricted; 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 4,563 $359K 0.02% +14 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; 2022Q4: restricted; 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 3,504 $359K 0.02% -268 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; 2022Q4: restricted; 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 2,369 $357K 0.02% -114 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; 2022Q4: restricted; 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 2,058 $355K 0.02% -9 Timeline 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; 2022Q4: restricted; 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 1,537 $354K 0.02% +56 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,291 shares; 2024Q1: 1,329 shares; 2024Q2: 1,310 shares; 2024Q3: 1,312 shares 1,312 $352K 0.02% +2 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,342 shares; 2024Q1: 5,461 shares; 2024Q2: 5,028 shares; 2024Q3: 4,758 shares 4,758 $351K 0.02% -270 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,638 shares; 2023Q4: 9,913 shares; 2024Q1: 8,483 shares; 2024Q2: 9,538 shares; 2024Q3: 8,650 shares 8,650 $351K 0.02% -888 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; 2022Q4: restricted; 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 3,878 $348K 0.02% +15 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,940 shares; 2024Q1: 4,716 shares; 2024Q2: 4,938 shares; 2024Q3: 4,875 shares 4,875 $347K 0.02% -63 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; 2022Q4: restricted; 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 1,062 $344K 0.02% +58 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,322 shares; 2024Q1: 4,243 shares; 2024Q2: 4,256 shares; 2024Q3: 4,281 shares 4,281 $344K 0.02% +25 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 13,020 shares; 2024Q1: 13,020 shares; 2024Q2: 13,020 shares; 2024Q3: 13,020 shares 13,020 $340K 0.02% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,023 shares; 2024Q1: 3,166 shares; 2024Q2: 3,124 shares; 2024Q3: 3,207 shares 3,207 $334K 0.02% +83 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; 2022Q4: restricted; 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 1,506 $332K 0.02% -6 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,067 shares; 2024Q1: 5,184 shares; 2024Q2: 5,401 shares; 2024Q3: 4,870 shares 4,870 $331K 0.02% -531 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; 2022Q4: restricted; 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 4,493 $329K 0.02% -14 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,863 shares; 2024Q2: 3,815 shares; 2024Q3: 2,998 shares 2,998 $328K 0.02% -817 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 2,821 $327K 0.02% -33 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,305 shares; 2024Q3: 4,219 shares 4,219 $326K 0.02% -86 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,567 shares; 2024Q2: 2,603 shares; 2024Q3: 2,894 shares 2,894 $324K 0.01% +291 Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 27,003 shares; 2023Q2: 26,989 shares; 2023Q3: 25,951 shares; 2023Q4: 25,514 shares; 2024Q1: 25,700 shares; 2024Q2: 12,122 shares; 2024Q3: 12,163 shares 12,163 $324K 0.01% +41 MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 7,228 $321K 0.01% -9 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 11,025 $320K 0.01% +20 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 734 shares; 2024Q1: 786 shares; 2024Q2: 1,013 shares; 2024Q3: 1,308 shares 1,308 $320K 0.01% +295 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 416 shares; 2024Q1: 438 shares; 2024Q2: 453 shares; 2024Q3: 547 shares 547 $319K 0.01% +94 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,796 shares; 2024Q1: 3,942 shares; 2024Q2: 3,607 shares; 2024Q3: 3,707 shares 3,707 $318K 0.01% +100 Timeline SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 745 shares; 2024Q1: 1,273 shares; 2024Q2: 1,677 shares; 2024Q3: 763 shares 763 $318K 0.01% -914 D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,957 shares; 2024Q1: 5,661 shares; 2024Q2: 5,463 shares; 2024Q3: 5,461 shares 5,461 $316K 0.01% -2 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 760 shares; 2024Q1: 853 shares; 2024Q2: 851 shares; 2024Q3: 866 shares 866 $315K 0.01% +15 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 971 shares; 2024Q1: 1,039 shares; 2024Q2: 1,104 shares; 2024Q3: 1,080 shares 1,080 $314K 0.01% -24 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; 2022Q4: restricted; 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 8,327 $314K 0.01% +945 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 14,179 shares; 2024Q1: 6,809 shares; 2024Q2: 7,246 shares; 2024Q3: 5,873 shares 5,873 $314K 0.01% -1,373 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 3,737 $314K 0.01% -10 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 13,558 $314K 0.01% -1,198 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; 2022Q4: restricted; 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 17,251 $313K 0.01% -103 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; 2022Q4: restricted; 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 7,259 $313K 0.01% -290 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,047 shares; 2024Q1: 1,127 shares; 2024Q2: 1,139 shares; 2024Q3: 1,166 shares 1,166 $312K 0.01% +27 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,062 shares 2,062 $311K 0.01% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 981 shares; 2024Q1: 1,096 shares; 2024Q2: 1,042 shares; 2024Q3: 1,074 shares 1,074 $311K 0.01% +32 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; 2022Q4: restricted; 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 2,370 $311K 0.01% +2 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; 2022Q4: restricted; 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 6,759 $310K 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; 2022Q4: restricted; 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 7,157 $309K 0.01% +169 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 13,066 $307K 0.01% -13,736 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 623 shares; 2024Q1: 637 shares; 2024Q2: 629 shares; 2024Q3: 603 shares 603 $306K 0.01% -26 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,971 shares; 2024Q1: 5,217 shares; 2024Q2: 5,172 shares; 2024Q3: 6,180 shares 6,180 $305K 0.01% +1,008 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,569 shares; 2024Q1: 3,843 shares; 2024Q2: 4,866 shares; 2024Q3: 4,814 shares 4,814 $305K 0.01% -52 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; 2022Q4: restricted; 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 3,408 $302K 0.01% +96 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 911 shares; 2024Q1: 1,006 shares; 2024Q2: 1,038 shares; 2024Q3: 1,054 shares 1,054 $297K 0.01% +16 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,252 shares; 2024Q1: 2,212 shares; 2024Q2: 2,172 shares; 2024Q3: 2,177 shares 2,177 $296K 0.01% +5 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; 2022Q4: restricted; 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 2,676 $296K 0.01% -319 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 385 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,281 shares 1,281 $295K 0.01% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,076 shares; 2024Q1: 4,076 shares; 2024Q2: 4,076 shares; 2024Q3: 4,051 shares 4,051 $294K 0.01% -25 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,813 shares; 2024Q1: 1,971 shares; 2024Q2: 1,987 shares; 2024Q3: 2,046 shares 2,046 $294K 0.01% +59 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; 2022Q4: restricted; 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 2,394 $293K 0.01% +147 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; 2022Q4: restricted; 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 14,000 $293K 0.01% -8,250 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 36,206 shares; 2023Q2: 29,799 shares; 2023Q3: 28,061 shares; 2023Q4: 27,323 shares; 2024Q1: 30,730 shares; 2024Q2: 31,439 shares; 2024Q3: 27,741 shares 27,741 $293K 0.01% -3,698 Timeline 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; 2022Q4: restricted; 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 31,285 $293K 0.01% +134 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,479 shares; 2024Q2: 1,477 shares; 2024Q3: 1,432 shares 1,432 $292K 0.01% -45 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 1,688 $290K 0.01% +27 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,752 shares; 2024Q1: 1,632 shares; 2024Q2: 1,747 shares; 2024Q3: 1,765 shares 1,765 $287K 0.01% +18 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 25,505 shares; 2024Q2: 26,327 shares; 2024Q3: 5,637 shares 5,637 $287K 0.01% -20,690 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,839 shares; 2024Q1: 7,987 shares; 2024Q2: 8,731 shares; 2024Q3: 8,798 shares 8,798 $286K 0.01% +67 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 6,762 $286K 0.01% -596 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,094 shares; 2024Q3: 2,250 shares 2,250 $286K 0.01% +156 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,757 shares; 2024Q2: 6,371 shares; 2024Q3: 6,365 shares 6,365 $285K 0.01% -6 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,027 shares; 2024Q1: 2,026 shares; 2024Q2: 1,935 shares; 2024Q3: 1,981 shares 1,981 $285K 0.01% +46 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 907 shares 907 $284K 0.01% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,750 shares; 2024Q1: 1,688 shares; 2024Q2: 1,688 shares; 2024Q3: 1,688 shares 1,688 $282K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,133 shares; 2024Q1: 1,102 shares; 2024Q2: 1,161 shares; 2024Q3: 1,179 shares 1,179 $280K 0.01% +18 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,919 shares; 2024Q1: 3,919 shares; 2024Q2: 3,919 shares; 2024Q3: 3,919 shares 3,919 $280K 0.01% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,245 shares; 2024Q2: 6,245 shares; 2024Q3: 6,245 shares 6,245 $279K 0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,446 shares; 2024Q1: 2,241 shares; 2024Q2: 2,395 shares; 2024Q3: 2,756 shares 2,756 $278K 0.01% +361 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 8,853 $278K 0.01% -667 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,901 shares 7,901 $277K 0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,572 shares; 2024Q1: 7,737 shares; 2024Q2: 7,191 shares; 2024Q3: 6,661 shares 6,661 $275K 0.01% -530 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,009 shares; 2024Q2: 4,992 shares; 2024Q3: 5,481 shares 5,481 $273K 0.01% +489 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; 2022Q4: restricted; 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 2,595 $272K 0.01% -11 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,824 shares; 2024Q1: 1,726 shares; 2024Q2: 1,783 shares; 2024Q3: 1,858 shares 1,858 $272K 0.01% +75 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,047 shares 2,047 $269K 0.01% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 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 4,497 $267K 0.01% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,753 shares; 2024Q2: 3,724 shares; 2024Q3: 3,599 shares 3,599 $267K 0.01% -125 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; 2022Q4: restricted; 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 26,146 $266K 0.01% -100 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,790 shares; 2024Q3: 4,790 shares 4,790 $266K 0.01% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,047 shares; 2024Q1: 1,069 shares; 2024Q2: 987 shares; 2024Q3: 1,042 shares 1,042 $265K 0.01% +55 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 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 17,783 $264K 0.01% +846 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 532 shares; 2024Q1: 449 shares; 2024Q2: 484 shares; 2024Q3: 489 shares 489 $263K 0.01% +5 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,836 shares; 2024Q1: 2,846 shares; 2024Q2: 2,891 shares; 2024Q3: 3,015 shares 3,015 $263K 0.01% +124 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,759 shares 2,759 $260K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 46,871 shares; 2023Q2: 48,266 shares; 2023Q3: 42,263 shares; 2023Q4: 46,819 shares; 2024Q1: 49,150 shares; 2024Q2: 47,849 shares; 2024Q3: 50,966 shares 50,966 $260K 0.01% +3,117 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 979 shares; 2024Q1: 1,105 shares; 2024Q2: 1,083 shares; 2024Q3: 1,078 shares 1,078 $260K 0.01% -5 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,084 shares; 2024Q1: 3,301 shares; 2024Q2: 2,995 shares; 2024Q3: 3,327 shares 3,327 $260K 0.01% +332 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,812 shares; 2024Q2: 2,738 shares; 2024Q3: 2,241 shares 2,241 $257K 0.01% -497 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,660 shares; 2024Q1: 1,663 shares; 2024Q2: 1,684 shares; 2024Q3: 1,701 shares 1,701 $257K 0.01% +17 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,054 shares; 2024Q2: 2,054 shares; 2024Q3: 2,054 shares 2,054 $257K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,759 shares; 2024Q1: 4,887 shares; 2024Q2: 4,938 shares; 2024Q3: 4,946 shares 4,946 $256K 0.01% +8 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,935 shares; 2024Q2: 4,119 shares; 2024Q3: 4,354 shares 4,354 $256K 0.01% +235 Timeline