VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 427,266 shares; 2023Q3: 432,176 shares; 2023Q4: 450,801 shares; 2024Q1: 454,975 shares; 2024Q2: 464,573 shares; 2024Q3: 474,523 shares; 2024Q4: 481,303 shares 481,303 $139M 12.58% +6,780 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,327,597 shares; 2023Q3: 1,304,833 shares; 2023Q4: 1,290,540 shares; 2024Q1: 1,258,139 shares; 2024Q2: 1,230,686 shares; 2024Q3: 1,233,464 shares; 2024Q4: 1,224,197 shares 1,224,197 $72.1M 6.51% -9,267 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 291,924 shares; 2023Q3: 289,272 shares; 2023Q4: 286,995 shares; 2024Q1: 277,821 shares; 2024Q2: 260,718 shares; 2024Q3: 264,322 shares; 2024Q4: 248,302 shares 248,302 $62.2M 5.61% -16,020 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 75,828 shares; 2023Q3: 72,186 shares; 2023Q4: 71,964 shares; 2024Q1: 74,153 shares; 2024Q2: 80,581 shares; 2024Q3: 81,337 shares; 2024Q4: 81,273 shares 81,273 $47.6M 4.3% -64 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,036,962 shares; 2023Q3: 4,995,105 shares; 2023Q4: 4,693,547 shares; 2024Q1: 3,683,018 shares; 2024Q2: 3,552,085 shares; 2024Q3: 3,462,335 shares; 2024Q4: 3,040,538 shares 3,040,538 $46.1M 4.16% -421,797 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 102,395 shares; 2023Q3: 103,606 shares; 2023Q4: 102,383 shares; 2024Q1: 99,818 shares; 2024Q2: 98,516 shares; 2024Q3: 95,874 shares; 2024Q4: 94,501 shares 94,501 $37.9M 3.42% -1,373 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 39,773 shares; 2023Q3: 36,388 shares; 2023Q4: 37,721 shares; 2024Q1: 32,594 shares; 2024Q2: 263,751 shares; 2024Q3: 249,006 shares; 2024Q4: 242,275 shares 242,275 $32.5M 2.93% -6,731 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 52,224 shares; 2023Q3: 53,310 shares; 2023Q4: 56,526 shares; 2024Q1: 57,161 shares; 2024Q2: 60,818 shares; 2024Q3: 61,115 shares; 2024Q4: 61,055 shares 61,055 $25.7M 2.32% -60 Timeline RPAR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 963,447 shares; 2023Q3: 965,580 shares; 2023Q4: 1,067,644 shares; 2024Q1: 1,024,078 shares; 2024Q2: 1,029,325 shares; 2024Q3: 1,100,348 shares; 2024Q4: 1,051,998 shares 1,051,998 $19.7M 1.77% -48,350 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 69,631 shares; 2023Q3: 67,555 shares; 2023Q4: 78,483 shares; 2024Q1: 80,023 shares; 2024Q2: 80,535 shares; 2024Q3: 79,104 shares; 2024Q4: 81,338 shares 81,338 $17.8M 1.61% +2,234 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,188 shares; 2023Q3: 10,265 shares; 2023Q4: 10,624 shares; 2024Q1: 8,449 shares; 2024Q2: 6,901 shares; 2024Q3: 69,265 shares; 2024Q4: 69,815 shares 69,815 $16.2M 1.46% +550 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 103,816 shares; 2023Q3: 103,531 shares; 2023Q4: 97,336 shares; 2024Q1: 96,393 shares; 2024Q2: 92,984 shares; 2024Q3: 83,520 shares; 2024Q4: 81,718 shares 81,718 $15.1M 1.36% -1,802 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 31,350 shares; 2023Q3: 30,669 shares; 2023Q4: 31,035 shares; 2024Q1: 30,436 shares; 2024Q2: 29,406 shares; 2024Q3: 28,748 shares; 2024Q4: 28,295 shares 28,295 $14.5M 1.3% -453 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 48,781 shares; 2023Q3: 50,801 shares; 2023Q4: 60,700 shares; 2024Q1: 62,708 shares; 2024Q2: 64,455 shares; 2024Q3: 63,885 shares; 2024Q4: 65,713 shares 65,713 $12.4M 1.12% +1,828 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 26,591 shares; 2023Q3: 29,028 shares; 2023Q4: 32,383 shares; 2024Q1: 30,862 shares; 2024Q2: 31,042 shares; 2024Q3: 29,248 shares; 2024Q4: 28,533 shares 28,533 $11.7M 1.06% -715 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 51,600 shares; 2023Q3: 49,878 shares; 2023Q4: 47,171 shares; 2024Q1: 47,405 shares; 2024Q2: 54,418 shares; 2024Q3: 53,227 shares; 2024Q4: 54,801 shares 54,801 $10.4M 0.94% +1,574 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 14,132 shares; 2023Q3: 15,482 shares; 2023Q4: 14,028 shares; 2024Q1: 14,940 shares; 2024Q2: 17,684 shares; 2024Q3: 21,802 shares; 2024Q4: 21,778 shares 21,778 $9.87M 0.89% -24 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 503,410 shares; 2023Q3: 497,635 shares; 2023Q4: 450,264 shares; 2024Q1: 456,130 shares; 2024Q2: 473,830 shares; 2024Q3: 689,638 shares; 2024Q4: 690,062 shares 690,062 $9.65M 0.87% +424 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 35,824 shares; 2023Q3: 34,313 shares; 2023Q4: 36,074 shares; 2024Q1: 35,052 shares; 2024Q2: 34,030 shares; 2024Q3: 39,950 shares; 2024Q4: 40,263 shares 40,263 $9.65M 0.87% +313 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 14,492 shares; 2023Q3: 12,749 shares; 2023Q4: 14,709 shares; 2024Q1: 15,220 shares; 2024Q2: 15,267 shares; 2024Q3: 16,321 shares; 2024Q4: 16,099 shares 16,099 $9.43M 0.85% -222 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,467 shares; 2023Q3: 6,492 shares; 2023Q4: 6,958 shares; 2024Q1: 6,666 shares; 2024Q2: 6,759 shares; 2024Q3: 15,838 shares; 2024Q4: 15,937 shares 15,937 $9.38M 0.85% +99 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 37,952 shares; 2023Q3: 36,727 shares; 2023Q4: 36,110 shares; 2024Q1: 172,410 shares; 2024Q2: 163,135 shares; 2024Q3: 152,311 shares; 2024Q4: 139,230 shares 139,230 $8.68M 0.78% -13,081 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 50,349 shares; 2023Q3: 48,311 shares; 2023Q4: 47,923 shares; 2024Q1: 46,359 shares; 2024Q2: 40,168 shares; 2024Q3: 39,347 shares; 2024Q4: 38,512 shares 38,512 $8.51M 0.77% -835 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 99,864 shares; 2023Q3: 114,504 shares; 2023Q4: 115,494 shares; 2024Q1: 114,144 shares; 2024Q2: 110,544 shares; 2024Q3: 112,525 shares; 2024Q4: 112,520 shares 112,520 $8.51M 0.77% -5 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,511 shares; 2023Q3: 8,320 shares; 2023Q4: 8,341 shares; 2024Q1: 8,440 shares; 2024Q2: 8,877 shares; 2024Q3: 8,709 shares; 2024Q4: 12,490 shares 12,490 $6.73M 0.61% +3,781 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,322 shares; 2023Q3: 12,227 shares; 2023Q4: 12,368 shares; 2024Q1: 12,289 shares; 2024Q2: 10,927 shares; 2024Q3: 10,722 shares; 2024Q4: 10,613 shares 10,613 $6.67M 0.6% -109 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 13,215 shares; 2023Q3: 13,337 shares; 2023Q4: 14,059 shares; 2024Q1: 13,694 shares; 2024Q2: 12,423 shares; 2024Q3: 13,113 shares; 2024Q4: 12,849 shares 12,849 $6.5M 0.59% -264 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,171 shares; 2023Q3: 12,496 shares; 2023Q4: 13,746 shares; 2024Q1: 12,446 shares; 2024Q2: 14,865 shares; 2024Q3: 15,046 shares; 2024Q4: 15,839 shares 15,839 $6.4M 0.58% +793 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 37,075 shares; 2023Q3: 46,175 shares; 2023Q4: 46,176 shares; 2024Q1: 29,912 shares; 2024Q2: 23,049 shares; 2024Q3: 30,012 shares; 2024Q4: 24,860 shares 24,860 $6.17M 0.56% -5,152 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 20,733 shares; 2023Q3: 21,002 shares; 2023Q4: 21,174 shares; 2024Q1: 20,240 shares; 2024Q2: 20,652 shares; 2024Q3: 25,761 shares; 2024Q4: 25,896 shares 25,896 $6.01M 0.54% +135 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,516 shares; 2023Q3: 11,504 shares; 2023Q4: 11,444 shares; 2024Q1: 33,768 shares; 2024Q2: 29,157 shares; 2024Q3: 28,106 shares; 2024Q4: 27,489 shares 27,489 $5.92M 0.53% -617 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 62,641 shares; 2023Q3: 64,709 shares; 2023Q4: 62,138 shares; 2024Q1: 62,038 shares; 2024Q2: 61,950 shares; 2024Q3: 57,904 shares; 2024Q4: 50,540 shares 50,540 $5.82M 0.53% -7,364 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 84,469 shares; 2023Q3: 84,319 shares; 2023Q4: 84,086 shares; 2024Q1: 83,768 shares; 2024Q2: 70,326 shares; 2024Q3: 64,707 shares; 2024Q4: 62,144 shares 62,144 $5.26M 0.47% -2,563 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 26,527 shares; 2023Q3: 26,532 shares; 2023Q4: 26,633 shares; 2024Q1: 26,154 shares; 2024Q2: 23,646 shares; 2024Q3: 21,621 shares; 2024Q4: 21,326 shares 21,326 $5.19M 0.47% -295 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 19,935 shares; 2023Q3: 22,077 shares; 2023Q4: 21,530 shares; 2024Q1: 20,520 shares; 2024Q2: 20,175 shares; 2024Q3: 19,075 shares; 2024Q4: 18,895 shares 18,895 $4.99M 0.45% -180 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,263 shares; 2023Q3: 5,573 shares; 2023Q4: 6,158 shares; 2024Q1: 6,294 shares; 2024Q2: 6,686 shares; 2024Q3: 6,849 shares; 2024Q4: 6,330 shares 6,330 $4.89M 0.44% -519 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 49,436 shares; 2023Q3: 48,743 shares; 2023Q4: 46,382 shares; 2024Q1: 47,194 shares; 2024Q2: 37,966 shares; 2024Q3: 36,602 shares; 2024Q4: 33,321 shares 33,321 $4.82M 0.43% -3,281 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 15,281 shares; 2023Q3: 15,296 shares; 2023Q4: 15,310 shares; 2024Q1: 15,215 shares; 2024Q2: 13,362 shares; 2024Q3: 12,675 shares; 2024Q4: 12,620 shares 12,620 $4.74M 0.43% -55 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 43,570 shares; 2023Q3: 43,565 shares; 2023Q4: 43,653 shares; 2024Q1: 43,383 shares; 2024Q2: 36,963 shares; 2024Q3: 35,528 shares; 2024Q4: 34,017 shares 34,017 $4.54M 0.41% -1,511 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,166 shares; 2023Q3: 9,193 shares; 2023Q4: 9,361 shares; 2024Q1: 10,364 shares; 2024Q2: 10,562 shares; 2024Q3: 10,734 shares; 2024Q4: 10,775 shares 10,775 $4.19M 0.38% +41 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,836 shares; 2023Q3: 9,035 shares; 2023Q4: 9,165 shares; 2024Q1: 9,291 shares; 2024Q2: 8,161 shares; 2024Q3: 7,809 shares; 2024Q4: 7,718 shares 7,718 $4.02M 0.36% -91 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 55,468 shares; 2023Q3: 55,273 shares; 2023Q4: 54,503 shares; 2024Q1: 54,153 shares; 2024Q2: 40,884 shares; 2024Q3: 34,791 shares; 2024Q4: 34,640 shares 34,640 $3.97M 0.36% -151 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 39,049 shares; 2023Q3: 35,571 shares; 2023Q4: 35,557 shares; 2024Q1: 35,135 shares; 2024Q2: 35,443 shares; 2024Q3: 32,843 shares; 2024Q4: 33,290 shares 33,290 $3.91M 0.35% +447 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 21,123 shares; 2023Q3: 21,227 shares; 2023Q4: 20,788 shares; 2024Q1: 19,944 shares; 2024Q2: 17,424 shares; 2024Q3: 17,087 shares; 2024Q4: 16,588 shares 16,588 $3.86M 0.35% -499 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 793 shares; 2024Q1: 355,326 shares; 2024Q2: 355,464 shares; 2024Q3: 354,937 shares; 2024Q4: 354,901 shares 354,901 $3.82M 0.34% -36 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,164 shares; 2023Q3: 10,344 shares; 2023Q4: 12,398 shares; 2024Q1: 12,298 shares; 2024Q2: 11,063 shares; 2024Q3: 11,006 shares; 2024Q4: 11,385 shares 11,385 $3.81M 0.34% +379 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 35,268 shares; 2023Q3: 35,343 shares; 2023Q4: 35,743 shares; 2024Q1: 36,263 shares; 2024Q2: 36,088 shares; 2024Q3: 36,355 shares; 2024Q4: 35,863 shares 35,863 $3.64M 0.33% -492 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 13,499 shares; 2023Q3: 11,479 shares; 2023Q4: 13,014 shares; 2024Q1: 13,325 shares; 2024Q2: 12,674 shares; 2024Q3: 11,346 shares; 2024Q4: 11,519 shares 11,519 $3.64M 0.33% +173 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,389 shares; 2023Q3: 2,458 shares; 2023Q4: 3,077 shares; 2024Q1: 3,623 shares; 2024Q2: 3,547 shares; 2024Q3: 3,629 shares; 2024Q4: 3,913 shares 3,913 $3.59M 0.32% +284 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 18,715 shares; 2023Q3: 25,683 shares; 2023Q4: 24,428 shares; 2024Q1: 24,758 shares; 2024Q2: 24,358 shares; 2024Q3: 20,257 shares; 2024Q4: 20,257 shares 20,257 $3.43M 0.31% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 17,915 shares; 2023Q3: 20,700 shares; 2023Q4: 21,409 shares; 2024Q1: 18,210 shares; 2024Q2: 16,089 shares; 2024Q3: 15,499 shares; 2024Q4: 14,161 shares 14,161 $3.4M 0.31% -1,338 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 40,410 shares; 2023Q3: 39,141 shares; 2023Q4: 39,350 shares; 2024Q1: 38,840 shares; 2024Q2: 30,098 shares; 2024Q3: 26,831 shares; 2024Q4: 20,301 shares 20,301 $3.09M 0.28% -6,530 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 17,501 shares; 2023Q3: 17,166 shares; 2023Q4: 18,375 shares; 2024Q1: 17,372 shares; 2024Q2: 17,415 shares; 2024Q3: 18,182 shares; 2024Q4: 18,237 shares 18,237 $3.04M 0.27% +55 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,922 shares; 2023Q3: 4,247 shares; 2023Q4: 4,832 shares; 2024Q1: 5,206 shares; 2024Q2: 7,264 shares; 2024Q3: 5,585 shares; 2024Q4: 5,723 shares 5,723 $3.01M 0.27% +138 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,466 shares; 2023Q3: 9,205 shares; 2023Q4: 9,513 shares; 2024Q1: 30,277 shares; 2024Q2: 32,330 shares; 2024Q3: 31,981 shares; 2024Q4: 32,338 shares 32,338 $2.92M 0.26% +357 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,093 shares; 2023Q3: 2,559 shares; 2023Q4: 2,804 shares; 2024Q1: 2,869 shares; 2024Q2: 2,957 shares; 2024Q3: 2,979 shares; 2024Q4: 3,030 shares 3,030 $2.7M 0.24% +51 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,592 shares; 2023Q3: 9,331 shares; 2023Q4: 10,175 shares; 2024Q1: 10,997 shares; 2024Q2: 11,641 shares; 2024Q3: 13,003 shares; 2024Q4: 13,495 shares 13,495 $2.67M 0.24% +492 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,758 shares; 2023Q3: 15,571 shares; 2023Q4: 14,635 shares; 2024Q1: 15,693 shares; 2024Q2: 16,390 shares; 2024Q3: 15,682 shares; 2024Q4: 15,733 shares 15,733 $2.64M 0.24% +51 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 123,214 shares; 2023Q3: 127,969 shares; 2023Q4: 125,917 shares; 2024Q1: 124,403 shares; 2024Q2: 124,403 shares; 2024Q3: 143,950 shares; 2024Q4: 132,966 shares 132,966 $2.6M 0.23% -10,984 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 188,905 shares; 2023Q3: 177,772 shares; 2023Q4: 51,900 shares; 2024Q1: 53,195 shares; 2024Q2: 58,712 shares; 2024Q3: 57,668 shares; 2024Q4: 58,835 shares 58,835 $2.59M 0.23% +1,167 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 67,685 shares; 2023Q3: 70,879 shares; 2023Q4: 70,843 shares; 2024Q1: 71,630 shares; 2024Q2: 75,766 shares; 2024Q3: 78,828 shares; 2024Q4: 81,618 shares 81,618 $2.56M 0.23% +2,790 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,211 shares; 2023Q3: 5,338 shares; 2023Q4: 5,905 shares; 2024Q1: 5,836 shares; 2024Q2: 8,846 shares; 2024Q3: 11,909 shares; 2024Q4: 11,940 shares 11,940 $2.45M 0.22% +31 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 53,497 shares; 2023Q3: 50,927 shares; 2023Q4: 48,823 shares; 2024Q1: 54,998 shares; 2024Q2: 56,826 shares; 2024Q3: 49,818 shares; 2024Q4: 45,166 shares 45,166 $2.44M 0.22% -4,652 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,802 shares; 2023Q3: 3,831 shares; 2023Q4: 3,895 shares; 2024Q1: 3,911 shares; 2024Q2: 14,813 shares; 2024Q3: 8,114 shares; 2024Q4: 6,780 shares 6,780 $2.44M 0.22% -1,334 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 38,514 shares; 2023Q3: 40,191 shares; 2023Q4: 40,439 shares; 2024Q1: 38,919 shares; 2024Q2: 40,984 shares; 2024Q3: 52,128 shares; 2024Q4: 49,796 shares 49,796 $2.38M 0.21% -2,332 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 234 shares; 2023Q3: 234 shares; 2023Q4: 234 shares; 2024Q1: 11,610 shares; 2024Q2: 18,553 shares; 2024Q3: 24,181 shares; 2024Q4: 24,154 shares 24,154 $2.34M 0.21% -27 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 13,015 shares; 2023Q3: 11,943 shares; 2023Q4: 12,725 shares; 2024Q1: 11,571 shares; 2024Q2: 12,178 shares; 2024Q3: 12,444 shares; 2024Q4: 13,011 shares 13,011 $2.3M 0.21% +567 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 402,464 shares; 2023Q3: 392,314 shares; 2023Q4: 362,946 shares; 2024Q1: 356,531 shares; 2024Q2: 273,087 shares; 2024Q3: 283,978 shares; 2024Q4: 192,153 shares 192,153 $2.29M 0.21% -91,825 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 47,974 shares; 2023Q3: 48,166 shares; 2023Q4: 47,974 shares; 2024Q1: 47,843 shares; 2024Q2: 47,843 shares; 2024Q3: 47,559 shares; 2024Q4: 45,939 shares 45,939 $2.2M 0.2% -1,620 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 19,455 shares; 2023Q3: 13,855 shares; 2023Q4: 14,549 shares; 2024Q1: 14,933 shares; 2024Q2: 16,262 shares; 2024Q3: 18,198 shares; 2024Q4: 17,831 shares 17,831 $2.15M 0.19% -367 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 19,209 shares; 2023Q3: 17,297 shares; 2023Q4: 20,328 shares; 2024Q1: 19,314 shares; 2024Q2: 16,758 shares; 2024Q3: 15,366 shares; 2024Q4: 12,033 shares 12,033 $2.15M 0.19% -3,333 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,493 shares; 2023Q3: 3,393 shares; 2023Q4: 3,393 shares; 2024Q1: 3,871 shares; 2024Q2: 3,691 shares; 2024Q3: 3,681 shares; 2024Q4: 3,681 shares 3,681 $2.1M 0.19% 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; 2023Q1: restricted; 2023Q2: 14,739 shares; 2023Q3: 14,994 shares; 2023Q4: 15,280 shares; 2024Q1: 16,575 shares; 2024Q2: 18,051 shares; 2024Q3: 18,015 shares; 2024Q4: 18,011 shares 18,011 $2.08M 0.19% -4 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,312 shares; 2023Q3: 11,660 shares; 2023Q4: 13,892 shares; 2024Q1: 13,103 shares; 2024Q2: 17,740 shares; 2024Q3: 17,116 shares; 2024Q4: 17,260 shares 17,260 $2.08M 0.19% +144 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,574 shares; 2023Q3: 9,203 shares; 2023Q4: 9,794 shares; 2024Q1: 10,483 shares; 2024Q2: 11,234 shares; 2024Q3: 11,499 shares; 2024Q4: 11,389 shares 11,389 $2.02M 0.18% -110 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,753 shares; 2023Q3: 8,979 shares; 2023Q4: 8,142 shares; 2024Q1: 8,789 shares; 2024Q2: 11,036 shares; 2024Q3: 8,602 shares; 2024Q4: 9,130 shares 9,130 $1.96M 0.18% +528 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,591 shares; 2023Q3: 5,591 shares; 2023Q4: 5,480 shares; 2024Q1: 26,983 shares; 2024Q2: 19,543 shares; 2024Q3: 18,778 shares; 2024Q4: 19,498 shares 19,498 $1.95M 0.18% +720 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,680 shares; 2023Q3: 3,722 shares; 2023Q4: 4,256 shares; 2024Q1: 4,466 shares; 2024Q2: 5,678 shares; 2024Q3: 5,743 shares; 2024Q4: 11,320 shares 11,320 $1.95M 0.18% +5,577 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,782 shares; 2023Q3: 5,531 shares; 2023Q4: 6,087 shares; 2024Q1: 6,008 shares; 2024Q2: 5,615 shares; 2024Q3: 5,782 shares; 2024Q4: 5,805 shares 5,805 $1.94M 0.18% +23 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 18,825 shares; 2023Q3: 16,710 shares; 2023Q4: 17,283 shares; 2024Q1: 17,776 shares; 2024Q2: 16,995 shares; 2024Q3: 16,593 shares; 2024Q4: 16,814 shares 16,814 $1.87M 0.17% +221 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,741 shares; 2023Q3: 8,562 shares; 2023Q4: 8,467 shares; 2024Q1: 8,537 shares; 2024Q2: 7,522 shares; 2024Q3: 7,463 shares; 2024Q4: 7,509 shares 7,509 $1.85M 0.17% +46 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,013 shares; 2023Q3: 11,030 shares; 2023Q4: 11,112 shares; 2024Q1: 11,205 shares; 2024Q2: 15,906 shares; 2024Q3: 17,151 shares; 2024Q4: 17,023 shares 17,023 $1.83M 0.17% -128 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 39,188 shares; 2023Q3: 36,200 shares; 2023Q4: 33,175 shares; 2024Q1: 33,612 shares; 2024Q2: 28,718 shares; 2024Q3: 31,200 shares; 2024Q4: 30,528 shares 30,528 $1.81M 0.16% -672 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 22,438 shares; 2023Q3: 24,295 shares; 2023Q4: 23,067 shares; 2024Q1: 23,178 shares; 2024Q2: 20,413 shares; 2024Q3: 29,398 shares; 2024Q4: 18,126 shares 18,126 $1.8M 0.16% -11,272 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 20,711 shares; 2023Q3: 866 shares; 2023Q4: 12,599 shares; 2024Q1: 21,529 shares; 2024Q2: 31,919 shares; 2024Q3: 28,531 shares; 2024Q4: 38,163 shares 38,163 $1.78M 0.16% +9,632 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,861 shares; 2023Q3: 12,933 shares; 2023Q4: 12,932 shares; 2024Q1: 13,541 shares; 2024Q2: 13,143 shares; 2024Q3: 11,672 shares; 2024Q4: 12,251 shares 12,251 $1.77M 0.16% +579 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,833 shares; 2023Q3: 10,639 shares; 2023Q4: 9,396 shares; 2024Q1: 9,872 shares; 2024Q2: 9,250 shares; 2024Q3: 9,165 shares; 2024Q4: 9,044 shares 9,044 $1.7M 0.15% -121 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,244 shares; 2023Q3: 2,244 shares; 2023Q4: 2,453 shares; 2024Q1: 2,562 shares; 2024Q2: 2,677 shares; 2024Q3: 2,872 shares; 2024Q4: 2,628 shares 2,628 $1.66M 0.15% -244 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,945 shares 14,945 $1.65M 0.15% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,659 shares; 2023Q3: 7,766 shares; 2023Q4: 5,748 shares; 2024Q1: 5,483 shares; 2024Q2: 5,206 shares; 2024Q3: 5,699 shares; 2024Q4: 5,673 shares 5,673 $1.64M 0.15% -26 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 17,758 shares; 2023Q3: 15,552 shares; 2023Q4: 24,907 shares; 2024Q1: 25,262 shares; 2024Q2: 26,363 shares; 2024Q3: 26,484 shares; 2024Q4: 26,308 shares 26,308 $1.64M 0.15% -176 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,529 shares; 2023Q3: 5,664 shares; 2023Q4: 5,540 shares; 2024Q1: 5,736 shares; 2024Q2: 5,314 shares; 2024Q3: 4,404 shares; 2024Q4: 4,510 shares 4,510 $1.64M 0.15% +106 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,537 shares; 2023Q3: 14,966 shares; 2023Q4: 20,363 shares; 2024Q1: 20,333 shares; 2024Q2: 15,930 shares; 2024Q3: 22,945 shares; 2024Q4: 15,686 shares 15,686 $1.57M 0.14% -7,259 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,028 shares; 2023Q3: 2,347 shares; 2023Q4: 2,744 shares; 2024Q1: 2,839 shares; 2024Q2: 3,356 shares; 2024Q3: 4,482 shares; 2024Q4: 4,611 shares 4,611 $1.53M 0.14% +129 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,792 shares; 2023Q3: 3,265 shares; 2023Q4: 3,495 shares; 2024Q1: 3,457 shares; 2024Q2: 3,507 shares; 2024Q3: 3,578 shares; 2024Q4: 3,336 shares 3,336 $1.48M 0.13% -242 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,104 shares; 2023Q3: 1,148 shares; 2023Q4: 1,273 shares; 2024Q1: 1,320 shares; 2024Q2: 1,363 shares; 2024Q3: 1,402 shares; 2024Q4: 1,390 shares 1,390 $1.47M 0.13% -12 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,779 shares; 2023Q3: 4,784 shares; 2023Q4: 3,443 shares; 2024Q1: 3,452 shares; 2024Q2: 1,998 shares; 2024Q3: 2,129 shares; 2024Q4: 2,083 shares 2,083 $1.47M 0.13% -46 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,870 shares; 2023Q3: 1,841 shares; 2023Q4: 1,870 shares; 2024Q1: 1,902 shares; 2024Q2: 2,009 shares; 2024Q3: 1,883 shares; 2024Q4: 2,043 shares 2,043 $1.42M 0.13% +160 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,972 shares; 2023Q3: 47,580 shares; 2023Q4: 48,760 shares; 2024Q1: 4,628 shares; 2024Q2: 5,656 shares; 2024Q3: 6,121 shares; 2024Q4: 51,554 shares 51,554 $1.41M 0.13% +45,433 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,164 shares; 2023Q3: 3,214 shares; 2023Q4: 3,504 shares; 2024Q1: 3,518 shares; 2024Q2: 3,755 shares; 2024Q3: 3,837 shares; 2024Q4: 7,748 shares 7,748 $1.41M 0.13% +3,911 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 21,204 shares; 2023Q3: 19,911 shares; 2023Q4: 20,503 shares; 2024Q1: 20,198 shares; 2024Q2: 20,674 shares; 2024Q3: 21,019 shares; 2024Q4: 19,813 shares 19,813 $1.39M 0.13% -1,206 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 47,087 shares; 2023Q3: 47,647 shares; 2023Q4: 47,955 shares; 2024Q1: 53,528 shares; 2024Q2: 39,174 shares; 2024Q3: 22,606 shares; 2024Q4: 15,246 shares 15,246 $1.37M 0.12% -7,360 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,353 shares; 2024Q4: 1,336 shares 1,336 $1.37M 0.12% -17 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares 2 $1.36M 0.12% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,629 shares; 2023Q3: 5,392 shares; 2023Q4: 5,828 shares; 2024Q1: 5,867 shares; 2024Q2: 6,148 shares; 2024Q3: 6,111 shares; 2024Q4: 6,134 shares 6,134 $1.35M 0.12% +23 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,706 shares; 2023Q3: 2,733 shares; 2023Q4: 2,935 shares; 2024Q1: 2,928 shares; 2024Q2: 2,779 shares; 2024Q3: 2,787 shares; 2024Q4: 2,791 shares 2,791 $1.29M 0.12% +4 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 80,069 shares; 2023Q3: 75,500 shares; 2023Q4: 61,238 shares; 2024Q1: 62,740 shares; 2024Q2: 69,978 shares; 2024Q3: 61,431 shares; 2024Q4: 47,684 shares 47,684 $1.27M 0.11% -13,747 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,862 shares; 2023Q3: 2,002 shares; 2023Q4: 2,199 shares; 2024Q1: 2,245 shares; 2024Q2: 2,354 shares; 2024Q3: 4,241 shares; 2024Q4: 4,250 shares 4,250 $1.24M 0.11% +9 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,549 shares; 2023Q3: 4,569 shares; 2023Q4: 4,579 shares; 2024Q1: 4,559 shares; 2024Q2: 4,034 shares; 2024Q3: 4,224 shares; 2024Q4: 4,224 shares 4,224 $1.22M 0.11% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,964 shares; 2023Q3: 8,029 shares; 2023Q4: 9,029 shares; 2024Q1: 9,863 shares; 2024Q2: 10,037 shares; 2024Q3: 10,301 shares; 2024Q4: 10,734 shares 10,734 $1.21M 0.11% +433 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,310 shares; 2023Q3: 1,459 shares; 2023Q4: 1,844 shares; 2024Q1: 1,896 shares; 2024Q2: 2,033 shares; 2024Q3: 8,124 shares; 2024Q4: 8,117 shares 8,117 $1.21M 0.11% -7 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,762 shares; 2023Q3: 2,836 shares; 2023Q4: 3,095 shares; 2024Q1: 3,330 shares; 2024Q2: 2,920 shares; 2024Q3: 3,412 shares; 2024Q4: 3,407 shares 3,407 $1.2M 0.11% -5 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 37,739 shares; 2023Q3: 38,704 shares; 2023Q4: 36,436 shares; 2024Q1: 36,881 shares; 2024Q2: 36,800 shares; 2024Q3: 36,691 shares; 2024Q4: 37,115 shares 37,115 $1.2M 0.11% +424 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,765 shares; 2023Q3: 6,102 shares; 2023Q4: 5,965 shares; 2024Q1: 5,962 shares; 2024Q2: 5,304 shares; 2024Q3: 5,235 shares; 2024Q4: 4,965 shares 4,965 $1.19M 0.11% -270 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 37,982 shares; 2023Q3: 41,635 shares; 2023Q4: 36,143 shares; 2024Q1: 34,076 shares; 2024Q2: 26,035 shares; 2024Q3: 32,853 shares; 2024Q4: 31,515 shares 31,515 $1.18M 0.11% -1,338 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 15,228 shares; 2023Q3: 15,109 shares; 2023Q4: 14,725 shares; 2024Q1: 14,470 shares; 2024Q2: 10,320 shares; 2024Q3: 8,572 shares; 2024Q4: 8,589 shares 8,589 $1.18M 0.11% +17 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 28,841 shares; 2023Q3: 29,272 shares; 2023Q4: 28,313 shares; 2024Q1: 27,896 shares; 2024Q2: 27,896 shares; 2024Q3: 27,896 shares; 2024Q4: 26,528 shares 26,528 $1.17M 0.11% -1,368 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,111 shares; 2023Q3: 2,116 shares; 2023Q4: 2,176 shares; 2024Q1: 2,190 shares; 2024Q2: 2,202 shares; 2024Q3: 2,181 shares; 2024Q4: 2,186 shares 2,186 $1.16M 0.1% +5 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,465 shares; 2023Q3: 7,882 shares; 2023Q4: 5,865 shares; 2024Q1: 5,865 shares; 2024Q2: 5,865 shares; 2024Q3: 5,865 shares; 2024Q4: 5,865 shares 5,865 $1.16M 0.1% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,744 shares; 2023Q3: 3,744 shares; 2023Q4: 3,744 shares; 2024Q1: 3,744 shares; 2024Q2: 3,748 shares; 2024Q3: 5,302 shares; 2024Q4: 4,750 shares 4,750 $1.15M 0.1% -552 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,201 shares; 2023Q3: 1,292 shares; 2023Q4: 1,332 shares; 2024Q1: 1,346 shares; 2024Q2: 1,344 shares; 2024Q3: 1,750 shares; 2024Q4: 1,794 shares 1,794 $1.14M 0.1% +44 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; 2023Q1: restricted; 2023Q2: 591 shares; 2023Q3: 292 shares; 2023Q4: 331 shares; 2024Q1: 348 shares; 2024Q2: 19,564 shares; 2024Q3: 19,599 shares; 2024Q4: 18,730 shares 18,730 $1.13M 0.1% -869 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,464 shares; 2023Q3: 5,080 shares; 2023Q4: 6,396 shares; 2024Q1: 6,061 shares; 2024Q2: 5,945 shares; 2024Q3: 15,743 shares; 2024Q4: 14,753 shares 14,753 $1.12M 0.1% -990 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 41,107 shares; 2023Q3: 37,962 shares; 2023Q4: 80,662 shares; 2024Q1: 78,181 shares; 2024Q2: 78,181 shares; 2024Q3: 90,388 shares; 2024Q4: 65,281 shares 65,281 $1.11M 0.1% -25,107 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,833 shares; 2023Q3: 4,783 shares; 2023Q4: 4,925 shares; 2024Q1: 4,813 shares; 2024Q2: 5,186 shares; 2024Q3: 5,178 shares; 2024Q4: 5,243 shares 5,243 $1.11M 0.1% +65 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,275 shares; 2023Q3: 4,661 shares; 2023Q4: 4,832 shares; 2024Q1: 5,423 shares; 2024Q2: 5,358 shares; 2024Q3: 5,343 shares; 2024Q4: 4,826 shares 4,826 $1.11M 0.1% -517 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,107 shares; 2023Q3: 2,197 shares; 2023Q4: 2,577 shares; 2024Q1: 2,614 shares; 2024Q2: 2,722 shares; 2024Q3: 2,726 shares; 2024Q4: 2,646 shares 2,646 $1.11M 0.1% -80 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,480 shares; 2023Q3: 12,565 shares; 2023Q4: 12,785 shares; 2024Q1: 12,155 shares; 2024Q2: 10,105 shares; 2024Q3: 10,105 shares; 2024Q4: 10,558 shares 10,558 $1.11M 0.1% +453 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 19,425 shares; 2023Q3: 17,005 shares; 2023Q4: 16,190 shares; 2024Q1: 14,719 shares; 2024Q2: 11,645 shares; 2024Q3: 11,575 shares; 2024Q4: 12,127 shares 12,127 $1.11M 0.1% +552 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,505 shares; 2023Q3: 2,545 shares; 2023Q4: 3,069 shares; 2024Q1: 3,069 shares; 2024Q2: 3,558 shares; 2024Q3: 5,216 shares; 2024Q4: 4,538 shares 4,538 $1.1M 0.1% -678 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,901 shares; 2023Q3: 5,039 shares; 2023Q4: 6,052 shares; 2024Q1: 6,271 shares; 2024Q2: 6,456 shares; 2024Q3: 6,566 shares; 2024Q4: 6,568 shares 6,568 $1.1M 0.1% +2 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 28,947 shares; 2023Q3: 32,691 shares; 2023Q4: 37,850 shares; 2024Q1: 37,417 shares; 2024Q2: 39,156 shares; 2024Q3: 32,015 shares; 2024Q4: 28,382 shares 28,382 $1.09M 0.1% -3,633 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,915 shares; 2023Q3: 2,489 shares; 2023Q4: 2,190 shares; 2024Q1: 2,604 shares; 2024Q2: 2,768 shares; 2024Q3: 2,833 shares; 2024Q4: 3,659 shares 3,659 $1.09M 0.1% +826 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,711 shares; 2023Q3: 1,784 shares; 2023Q4: 2,132 shares; 2024Q1: 2,171 shares; 2024Q2: 2,123 shares; 2024Q3: 2,178 shares; 2024Q4: 2,175 shares 2,175 $1.08M 0.1% -3 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,515 shares; 2023Q3: 3,251 shares; 2023Q4: 3,589 shares; 2024Q1: 3,784 shares; 2024Q2: 4,562 shares; 2024Q3: 4,812 shares; 2024Q4: 4,836 shares 4,836 $1.06M 0.1% +24 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,249 shares; 2023Q3: 11,948 shares; 2023Q4: 609 shares; 2024Q1: 495 shares; 2024Q2: 9,046 shares; 2024Q3: 13,556 shares; 2024Q4: 10,649 shares 10,649 $1.06M 0.1% -2,907 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,867 shares; 2023Q3: 4,555 shares; 2023Q4: 5,329 shares; 2024Q1: 5,857 shares; 2024Q2: 6,191 shares; 2024Q3: 7,214 shares; 2024Q4: 6,833 shares 6,833 $1.05M 0.09% -381 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,291 shares; 2023Q3: 4,945 shares; 2023Q4: 4,537 shares; 2024Q1: 4,859 shares; 2024Q2: 3,662 shares; 2024Q3: 3,503 shares; 2024Q4: 3,612 shares 3,612 $1.05M 0.09% +109 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,030 shares; 2023Q3: 8,030 shares; 2023Q4: 8,030 shares; 2024Q1: 8,030 shares; 2024Q2: 8,030 shares; 2024Q3: 7,930 shares; 2024Q4: 7,930 shares 7,930 $1.04M 0.09% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,847 shares; 2023Q3: 3,620 shares; 2023Q4: 3,700 shares; 2024Q1: 3,995 shares; 2024Q2: 4,026 shares; 2024Q3: 4,025 shares; 2024Q4: 4,247 shares 4,247 $1.02M 0.09% +222 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,022 shares; 2023Q3: 6,022 shares; 2023Q4: 6,022 shares; 2024Q1: 6,022 shares; 2024Q2: 5,272 shares; 2024Q3: 5,407 shares; 2024Q4: 5,316 shares 5,316 $1.01M 0.09% -91 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 848 shares; 2023Q3: 876 shares; 2023Q4: 1,108 shares; 2024Q1: 1,545 shares; 2024Q2: 1,849 shares; 2024Q3: 1,877 shares; 2024Q4: 2,052 shares 2,052 $997K 0.09% +175 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,623 shares; 2023Q3: 11,481 shares; 2023Q4: 11,455 shares; 2024Q1: 11,455 shares; 2024Q2: 11,450 shares; 2024Q3: 11,450 shares; 2024Q4: 11,450 shares 11,450 $981K 0.09% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 567 shares; 2023Q3: 652 shares; 2023Q4: 960 shares; 2024Q1: 1,130 shares; 2024Q2: 1,658 shares; 2024Q3: 1,682 shares; 2024Q4: 1,704 shares 1,704 $976K 0.09% +22 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,534 shares; 2023Q3: 5,360 shares; 2023Q4: 5,707 shares; 2024Q1: 5,244 shares; 2024Q2: 5,618 shares; 2024Q3: 5,836 shares; 2024Q4: 5,919 shares 5,919 $963K 0.09% +83 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,890 shares; 2023Q3: 3,809 shares; 2023Q4: 4,795 shares; 2024Q1: 4,814 shares; 2024Q2: 5,260 shares; 2024Q3: 5,295 shares; 2024Q4: 5,329 shares 5,329 $950K 0.09% +34 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 34,688 shares; 2023Q3: 25,566 shares; 2023Q4: 29,528 shares; 2024Q1: 29,807 shares; 2024Q2: 26,647 shares; 2024Q3: 23,004 shares; 2024Q4: 23,009 shares 23,009 $920K 0.08% +5 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 29,604 shares; 2023Q3: 35,817 shares; 2023Q4: 39,600 shares; 2024Q1: 42,401 shares; 2024Q2: 38,502 shares; 2024Q3: 38,182 shares; 2024Q4: 38,882 shares 38,882 $885K 0.08% +700 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 30,460 shares; 2023Q3: 23,755 shares; 2023Q4: 13,271 shares; 2024Q1: 12,958 shares; 2024Q2: 12,708 shares; 2024Q3: 17,610 shares; 2024Q4: 18,148 shares 18,148 $877K 0.08% +538 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,927 shares; 2023Q3: 8,927 shares; 2023Q4: 8,927 shares; 2024Q1: 8,927 shares; 2024Q2: 8,927 shares; 2024Q3: 8,838 shares; 2024Q4: 6,838 shares 6,838 $872K 0.08% -2,000 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,906 shares; 2023Q3: 10,067 shares; 2023Q4: 9,887 shares; 2024Q1: 10,118 shares; 2024Q2: 10,389 shares; 2024Q3: 10,735 shares; 2024Q4: 10,053 shares 10,053 $865K 0.08% -682 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 16,989 shares; 2023Q3: 17,648 shares; 2023Q4: 15,940 shares; 2024Q1: 14,779 shares; 2024Q2: 12,094 shares; 2024Q3: 10,972 shares; 2024Q4: 11,647 shares 11,647 $862K 0.08% +675 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,446 shares; 2023Q3: 3,460 shares; 2023Q4: 3,446 shares; 2024Q1: 3,046 shares; 2024Q2: 3,045 shares; 2024Q3: 3,045 shares; 2024Q4: 3,045 shares 3,045 $853K 0.08% 0 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,726 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14,335 shares; 2024Q2: 14,335 shares; 2024Q3: 21,558 shares; 2024Q4: 22,935 shares 22,935 $849K 0.08% +1,377 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,836 shares; 2023Q3: 11,558 shares; 2023Q4: 11,303 shares; 2024Q1: 11,574 shares; 2024Q2: 11,810 shares; 2024Q3: 11,867 shares; 2024Q4: 12,138 shares 12,138 $829K 0.07% +271 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 993 shares; 2023Q3: 1,030 shares; 2023Q4: 1,104 shares; 2024Q1: 1,119 shares; 2024Q2: 1,159 shares; 2024Q3: 1,145 shares; 2024Q4: 1,151 shares 1,151 $820K 0.07% +6 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,763 shares; 2023Q3: 4,775 shares; 2023Q4: 6,902 shares; 2024Q1: 7,354 shares; 2024Q2: 8,371 shares; 2024Q3: 9,121 shares; 2024Q4: 10,781 shares 10,781 $815K 0.07% +1,660 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,119 shares; 2023Q3: 2,117 shares; 2023Q4: 2,315 shares; 2024Q1: 2,335 shares; 2024Q2: 2,182 shares; 2024Q3: 2,181 shares; 2024Q4: 2,187 shares 2,187 $808K 0.07% +6 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,231 shares; 2023Q3: 2,200 shares; 2023Q4: 2,312 shares; 2024Q1: 2,368 shares; 2024Q2: 2,468 shares; 2024Q3: 1,140 shares; 2024Q4: 4,341 shares 4,341 $799K 0.07% +3,201 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,077 shares; 2023Q3: 6,079 shares; 2023Q4: 6,550 shares; 2024Q1: 7,535 shares; 2024Q2: 6,988 shares; 2024Q3: 7,314 shares; 2024Q4: 7,460 shares 7,460 $793K 0.07% +146 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,500 shares; 2024Q4: 15,500 shares 15,500 $780K 0.07% -3,000 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,043 shares; 2023Q3: 5,606 shares; 2023Q4: 5,186 shares; 2024Q1: 5,370 shares; 2024Q2: 5,695 shares; 2024Q3: 6,083 shares; 2024Q4: 6,156 shares 6,156 $774K 0.07% +73 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,521 shares; 2023Q3: 5,028 shares; 2023Q4: 6,325 shares; 2024Q1: 5,556 shares; 2024Q2: 5,721 shares; 2024Q3: 5,785 shares; 2024Q4: 7,689 shares 7,689 $763K 0.07% +1,904 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,420 shares; 2023Q3: 4,867 shares; 2023Q4: 4,320 shares; 2024Q1: 4,241 shares; 2024Q2: 3,269 shares; 2024Q3: 3,162 shares; 2024Q4: 3,221 shares 3,221 $756K 0.07% +59 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,334 shares; 2023Q3: 1,365 shares; 2023Q4: 1,458 shares; 2024Q1: 1,472 shares; 2024Q2: 1,498 shares; 2024Q3: 1,460 shares; 2024Q4: 1,454 shares 1,454 $756K 0.07% -6 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,145 shares; 2023Q3: 2,141 shares; 2023Q4: 2,487 shares; 2024Q1: 2,574 shares; 2024Q2: 2,699 shares; 2024Q3: 2,674 shares; 2024Q4: 2,716 shares 2,716 $750K 0.07% +42 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,663 shares; 2023Q3: 11,657 shares; 2023Q4: 8,861 shares; 2024Q1: 7,103 shares; 2024Q2: 8,821 shares; 2024Q3: 10,588 shares; 2024Q4: 10,451 shares 10,451 $749K 0.07% -137 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; 2023Q1: restricted; 2023Q2: 2,199 shares; 2023Q3: 2,259 shares; 2023Q4: 2,849 shares; 2024Q1: 2,887 shares; 2024Q2: 2,964 shares; 2024Q3: 2,961 shares; 2024Q4: 3,017 shares 3,017 $746K 0.07% +56 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 23,942 shares; 2023Q3: 24,045 shares; 2023Q4: 25,647 shares; 2024Q1: 25,032 shares; 2024Q2: 21,045 shares; 2024Q3: 8,086 shares; 2024Q4: 3,295 shares 3,295 $744K 0.07% -4,791 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,890 shares; 2023Q3: 5,710 shares; 2023Q4: 5,710 shares; 2024Q1: 5,710 shares; 2024Q2: 5,595 shares; 2024Q3: 5,595 shares; 2024Q4: 5,595 shares 5,595 $737K 0.07% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,238 shares; 2023Q3: 1,524 shares; 2023Q4: 1,996 shares; 2024Q1: 5,719 shares; 2024Q2: 5,735 shares; 2024Q3: 5,462 shares; 2024Q4: 5,540 shares 5,540 $728K 0.07% +78 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,088 shares; 2023Q3: 1,103 shares; 2023Q4: 1,396 shares; 2024Q1: 1,448 shares; 2024Q2: 1,590 shares; 2024Q3: 1,345 shares; 2024Q4: 1,377 shares 1,377 $719K 0.06% +32 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,910 shares; 2023Q3: 1,929 shares; 2023Q4: 2,163 shares; 2024Q1: 2,210 shares; 2024Q2: 2,216 shares; 2024Q3: 2,209 shares; 2024Q4: 2,059 shares 2,059 $718K 0.06% -150 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,878 shares; 2023Q3: 8,060 shares; 2023Q4: 9,436 shares; 2024Q1: 9,040 shares; 2024Q2: 7,837 shares; 2024Q3: 11,161 shares; 2024Q4: 12,654 shares 12,654 $716K 0.06% +1,493 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 16,678 shares; 2023Q3: 16,798 shares; 2023Q4: 17,092 shares; 2024Q1: 15,570 shares; 2024Q2: 14,961 shares; 2024Q3: 9,408 shares; 2024Q4: 9,437 shares 9,437 $708K 0.06% +29 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 35,986 shares; 2023Q3: 36,170 shares; 2023Q4: 36,628 shares; 2024Q1: 661 shares; 2024Q2: 1,050 shares; 2024Q3: 36,164 shares; 2024Q4: 35,988 shares 35,988 $707K 0.06% -176 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,295 shares; 2023Q3: 5,278 shares; 2023Q4: 4,879 shares; 2024Q1: 5,022 shares; 2024Q2: 5,473 shares; 2024Q3: 5,569 shares; 2024Q4: 5,742 shares 5,742 $694K 0.06% +173 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,383 shares; 2023Q3: 2,227 shares; 2023Q4: 3,125 shares; 2024Q1: 3,190 shares; 2024Q2: 2,768 shares; 2024Q3: 2,940 shares; 2024Q4: 3,020 shares 3,020 $689K 0.06% +80 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 20,627 shares; 2023Q3: 15,772 shares; 2023Q4: 15,112 shares; 2024Q1: 14,062 shares; 2024Q2: 13,927 shares; 2024Q3: 14,002 shares; 2024Q4: 15,915 shares 15,915 $688K 0.06% +1,913 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,466 shares; 2023Q3: 2,473 shares; 2023Q4: 2,530 shares; 2024Q1: 3,023 shares; 2024Q2: 3,062 shares; 2024Q3: 3,049 shares; 2024Q4: 3,053 shares 3,053 $687K 0.06% +4 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 691 shares; 2023Q3: 751 shares; 2023Q4: 1,206 shares; 2024Q1: 1,308 shares; 2024Q2: 2,123 shares; 2024Q3: 3,399 shares; 2024Q4: 4,149 shares 4,149 $685K 0.06% +750 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 959 shares; 2024Q4: 9,322 shares 9,322 $673K 0.06% +8,363 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,799 shares; 2023Q3: 1,844 shares; 2023Q4: 2,049 shares; 2024Q1: 2,109 shares; 2024Q2: 2,197 shares; 2024Q3: 2,192 shares; 2024Q4: 2,230 shares 2,230 $670K 0.06% +38 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,160 shares; 2023Q3: 3,862 shares; 2023Q4: 8,088 shares; 2024Q1: 8,487 shares; 2024Q2: 8,901 shares; 2024Q3: 9,218 shares; 2024Q4: 9,467 shares 9,467 $666K 0.06% +249 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,158 shares; 2023Q3: 2,266 shares; 2023Q4: 2,988 shares; 2024Q1: 3,504 shares; 2024Q2: 3,817 shares; 2024Q3: 3,936 shares; 2024Q4: 3,608 shares 3,608 $662K 0.06% -328 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,069 shares; 2023Q3: 5,815 shares; 2023Q4: 5,347 shares; 2024Q1: 5,403 shares; 2024Q2: 4,790 shares; 2024Q3: 4,688 shares; 2024Q4: 4,652 shares 4,652 $652K 0.06% -36 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,194 shares; 2023Q3: 3,194 shares; 2023Q4: 2,396 shares; 2024Q1: 2,396 shares; 2024Q2: 2,396 shares; 2024Q3: 2,396 shares; 2024Q4: 2,396 shares 2,396 $646K 0.06% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 893 shares; 2023Q3: 1,005 shares; 2023Q4: 1,114 shares; 2024Q1: 1,133 shares; 2024Q2: 1,190 shares; 2024Q3: 1,148 shares; 2024Q4: 1,132 shares 1,132 $645K 0.06% -16 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,697 shares; 2023Q3: 3,732 shares; 2023Q4: 4,160 shares; 2024Q1: 4,245 shares; 2024Q2: 8,970 shares; 2024Q3: 9,031 shares; 2024Q4: 9,118 shares 9,118 $633K 0.06% +87 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,332 shares; 2023Q3: 7,040 shares; 2023Q4: 8,256 shares; 2024Q1: 8,406 shares; 2024Q2: 8,209 shares; 2024Q3: 7,970 shares; 2024Q4: 7,794 shares 7,794 $623K 0.06% -176 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 517 shares; 2023Q3: 344 shares; 2023Q4: 195 shares; 2024Q1: 602 shares; 2024Q2: 1,057 shares; 2024Q3: 1,937 shares; 2024Q4: 27,523 shares 27,523 $618K 0.06% +25,586 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 995 shares; 2023Q3: 1,095 shares; 2023Q4: 1,264 shares; 2024Q1: 1,282 shares; 2024Q2: 1,297 shares; 2024Q3: 1,314 shares; 2024Q4: 1,261 shares 1,261 $612K 0.06% -53 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 562 shares; 2023Q3: 565 shares; 2023Q4: 1,905 shares; 2024Q1: 1,764 shares; 2024Q2: 1,048 shares; 2024Q3: 1,158 shares; 2024Q4: 1,301 shares 1,301 $611K 0.06% +143 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,443 shares; 2023Q3: 3,476 shares; 2023Q4: 3,542 shares; 2024Q1: 3,557 shares; 2024Q2: 3,578 shares; 2024Q3: 3,537 shares; 2024Q4: 3,482 shares 3,482 $606K 0.05% -55 Timeline ENLINK MIDSTREAM LLC ENLINK MIDSTREAM LLC More: the full row for ENLINK MIDSTREAM LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 24,317 shares; 2023Q3: 26,404 shares; 2023Q4: 38,871 shares; 2024Q1: 41,702 shares; 2024Q2: 41,702 shares; 2024Q3: 41,987 shares; 2024Q4: 42,401 shares 42,401 $600K 0.05% +414 MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,985 shares; 2023Q3: 2,110 shares; 2023Q4: 2,059 shares; 2024Q1: 2,090 shares; 2024Q2: 2,116 shares; 2024Q3: 2,088 shares; 2024Q4: 2,138 shares 2,138 $596K 0.05% +50 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,372 shares; 2023Q3: 3,411 shares; 2023Q4: 4,197 shares; 2024Q1: 4,189 shares; 2024Q2: 3,547 shares; 2024Q3: 3,585 shares; 2024Q4: 3,650 shares 3,650 $595K 0.05% +65 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,157 shares; 2023Q3: 1,548 shares; 2023Q4: 1,906 shares; 2024Q1: 1,946 shares; 2024Q2: 2,409 shares; 2024Q3: 2,429 shares; 2024Q4: 2,249 shares 2,249 $586K 0.05% -180 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,708 shares; 2024Q3: 1,726 shares; 2024Q4: 1,768 shares 1,768 $582K 0.05% +42 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,908 shares; 2023Q3: 4,152 shares; 2023Q4: 6,108 shares; 2024Q1: 6,292 shares; 2024Q2: 6,397 shares; 2024Q3: 6,435 shares; 2024Q4: 6,396 shares 6,396 $581K 0.05% -39 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,728 shares; 2023Q3: 7,728 shares; 2023Q4: 7,728 shares; 2024Q1: 7,728 shares; 2024Q2: 7,728 shares; 2024Q3: 18,406 shares; 2024Q4: 18,406 shares 18,406 $579K 0.05% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 26,670 shares; 2023Q3: 21,891 shares; 2023Q4: 21,668 shares; 2024Q1: 21,838 shares; 2024Q2: 6,528 shares; 2024Q3: 6,504 shares; 2024Q4: 6,504 shares 6,504 $575K 0.05% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 85 shares; 2023Q3: 155 shares; 2023Q4: 205 shares; 2024Q1: 278 shares; 2024Q2: 325 shares; 2024Q3: 1,242 shares; 2024Q4: 1,282 shares 1,282 $574K 0.05% +40 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,959 shares; 2023Q3: 2,225 shares; 2023Q4: 2,061 shares; 2024Q1: 2,122 shares; 2024Q2: 2,157 shares; 2024Q3: 2,144 shares; 2024Q4: 2,064 shares 2,064 $570K 0.05% -80 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,049 shares; 2023Q3: 5,039 shares; 2023Q4: 5,039 shares; 2024Q1: 5,039 shares; 2024Q2: 5,066 shares; 2024Q3: 5,066 shares; 2024Q4: 5,066 shares 5,066 $559K 0.05% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,181 shares; 2023Q3: 5,182 shares; 2023Q4: 5,892 shares; 2024Q1: 5,970 shares; 2024Q2: 6,091 shares; 2024Q3: 5,921 shares; 2024Q4: 5,958 shares 5,958 $552K 0.05% +37 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,812 shares; 2023Q3: 11,234 shares; 2023Q4: 10,266 shares; 2024Q1: 10,242 shares; 2024Q2: 7,638 shares; 2024Q3: 7,639 shares; 2024Q4: 7,621 shares 7,621 $548K 0.05% -18 Timeline CORZZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 38,486 shares; 2024Q2: 38,486 shares; 2024Q3: 38,486 shares; 2024Q4: 38,486 shares 38,486 $540K 0.05% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,735 shares; 2023Q3: 1,852 shares; 2023Q4: 2,020 shares; 2024Q1: 2,106 shares; 2024Q2: 2,198 shares; 2024Q3: 2,143 shares; 2024Q4: 2,186 shares 2,186 $538K 0.05% +43 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,188 shares; 2023Q3: 6,328 shares; 2023Q4: 4,126 shares; 2024Q1: 4,074 shares; 2024Q2: 4,099 shares; 2024Q3: 4,004 shares; 2024Q4: 3,881 shares 3,881 $525K 0.05% -123 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,002 shares; 2023Q3: 3,417 shares; 2023Q4: 3,812 shares; 2024Q1: 3,778 shares; 2024Q2: 4,217 shares; 2024Q3: 4,484 shares; 2024Q4: 3,756 shares 3,756 $524K 0.05% -728 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 378 shares; 2023Q3: 370 shares; 2023Q4: 473 shares; 2024Q1: 487 shares; 2024Q2: 483 shares; 2024Q3: 543 shares; 2024Q4: 552 shares 552 $520K 0.05% +9 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,421 shares; 2023Q3: 1,505 shares; 2023Q4: 1,566 shares; 2024Q1: 1,685 shares; 2024Q2: 1,736 shares; 2024Q3: 1,705 shares; 2024Q4: 1,710 shares 1,710 $513K 0.05% +5 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,731 shares; 2023Q3: 1,287 shares; 2023Q4: 1,287 shares; 2024Q1: 1,199 shares; 2024Q2: 1,199 shares; 2024Q3: 1,199 shares; 2024Q4: 1,199 shares 1,199 $510K 0.05% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,476 shares; 2023Q3: 3,687 shares; 2023Q4: 5,611 shares; 2024Q1: 5,793 shares; 2024Q2: 5,649 shares; 2024Q3: 5,617 shares; 2024Q4: 5,711 shares 5,711 $510K 0.05% +94 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 958 shares; 2023Q3: 1,007 shares; 2023Q4: 1,269 shares; 2024Q1: 1,311 shares; 2024Q2: 1,416 shares; 2024Q3: 1,379 shares; 2024Q4: 1,407 shares 1,407 $507K 0.05% +28 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,033 shares; 2023Q3: 1,056 shares; 2023Q4: 1,337 shares; 2024Q1: 1,368 shares; 2024Q2: 1,469 shares; 2024Q3: 1,440 shares; 2024Q4: 1,536 shares 1,536 $497K 0.04% +96 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,725 shares; 2023Q3: 1,612 shares; 2023Q4: 2,400 shares; 2024Q1: 2,429 shares; 2024Q2: 2,460 shares; 2024Q3: 2,424 shares; 2024Q4: 2,445 shares 2,445 $493K 0.04% +21 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 331 shares; 2023Q3: 332 shares; 2023Q4: 332 shares; 2024Q1: 11,090 shares; 2024Q2: 8,540 shares; 2024Q3: 8,540 shares; 2024Q4: 8,540 shares 8,540 $490K 0.04% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,308 shares; 2023Q3: 7,216 shares; 2023Q4: 7,868 shares; 2024Q1: 8,005 shares; 2024Q2: 8,581 shares; 2024Q3: 7,889 shares; 2024Q4: 7,433 shares 7,433 $487K 0.04% -456 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 17,890 shares; 2023Q3: 15,936 shares; 2023Q4: 14,090 shares; 2024Q1: 13,060 shares; 2024Q2: 11,100 shares; 2024Q3: 9,094 shares; 2024Q4: 9,233 shares 9,233 $483K 0.04% +139 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,314 shares; 2023Q3: 3,340 shares; 2023Q4: 5,141 shares; 2024Q1: 3,964 shares; 2024Q2: 4,991 shares; 2024Q3: 4,892 shares; 2024Q4: 5,849 shares 5,849 $481K 0.04% +957 Timeline SEPN SEPTERNA INC More: the full row for SEPTERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,000 shares 21,000 $481K 0.04% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 8,980 shares 8,980 $476K 0.04% +6,980 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 489 shares; 2023Q3: 538 shares; 2023Q4: 611 shares; 2024Q1: 620 shares; 2024Q2: 650 shares; 2024Q3: 2,580 shares; 2024Q4: 2,600 shares 2,600 $475K 0.04% +20 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,272 shares; 2023Q3: 7,841 shares; 2023Q4: 7,333 shares; 2024Q1: 7,341 shares; 2024Q2: 7,372 shares; 2024Q3: 7,449 shares; 2024Q4: 8,198 shares 8,198 $471K 0.04% +749 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 96 shares; 2023Q3: 104 shares; 2023Q4: 413 shares; 2024Q1: 550 shares; 2024Q2: 814 shares; 2024Q3: 4,076 shares; 2024Q4: 4,143 shares 4,143 $471K 0.04% +67 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 615 shares; 2023Q3: 771 shares; 2023Q4: 1,264 shares; 2024Q1: 1,318 shares; 2024Q2: 1,586 shares; 2024Q3: 3,077 shares; 2024Q4: 3,179 shares 3,179 $470K 0.04% +102 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,867 shares; 2023Q3: 2,858 shares; 2023Q4: 3,287 shares; 2024Q1: 3,296 shares; 2024Q2: 3,332 shares; 2024Q3: 3,360 shares; 2024Q4: 3,351 shares 3,351 $469K 0.04% -9 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,885 shares; 2023Q3: 11,190 shares; 2023Q4: 9,423 shares; 2024Q1: 9,695 shares; 2024Q2: 6,469 shares; 2024Q3: 5,796 shares; 2024Q4: 5,791 shares 5,791 $468K 0.04% -5 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,872 shares; 2023Q3: 5,668 shares; 2023Q4: 5,949 shares; 2024Q1: 5,439 shares; 2024Q2: 5,585 shares; 2024Q3: 5,511 shares; 2024Q4: 5,629 shares 5,629 $461K 0.04% +118 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,167 shares; 2023Q3: 4,160 shares; 2023Q4: 4,353 shares; 2024Q1: 4,383 shares; 2024Q2: 4,484 shares; 2024Q3: 4,343 shares; 2024Q4: 4,384 shares 4,384 $459K 0.04% +41 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,289 shares; 2023Q3: 1,261 shares; 2023Q4: 1,320 shares; 2024Q1: 1,305 shares; 2024Q2: 1,349 shares; 2024Q3: 2,217 shares; 2024Q4: 4,348 shares 4,348 $456K 0.04% +2,131 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,926 shares; 2023Q3: 4,722 shares; 2023Q4: 4,060 shares; 2024Q1: 4,048 shares; 2024Q2: 3,214 shares; 2024Q3: 3,177 shares; 2024Q4: 3,174 shares 3,174 $456K 0.04% -3 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,504 shares; 2023Q3: 3,351 shares; 2023Q4: 3,423 shares; 2024Q1: 3,275 shares; 2024Q2: 3,546 shares; 2024Q3: 3,372 shares; 2024Q4: 3,374 shares 3,374 $453K 0.04% +2 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 93 shares; 2023Q3: 93 shares; 2023Q4: 93 shares; 2024Q1: 93 shares; 2024Q2: 6,146 shares; 2024Q3: 12,520 shares; 2024Q4: 10,646 shares 10,646 $451K 0.04% -1,874 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,969 shares; 2023Q3: 5,835 shares; 2023Q4: 5,096 shares; 2024Q1: 5,233 shares; 2024Q2: 3,695 shares; 2024Q3: 3,535 shares; 2024Q4: 3,541 shares 3,541 $450K 0.04% +6 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 918 shares; 2023Q3: 918 shares; 2023Q4: 918 shares; 2024Q1: 763 shares; 2024Q2: 748 shares; 2024Q3: 723 shares; 2024Q4: 723 shares 723 $450K 0.04% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,538 shares; 2023Q3: 1,536 shares; 2023Q4: 2,199 shares; 2024Q1: 2,196 shares; 2024Q2: 2,242 shares; 2024Q3: 2,239 shares; 2024Q4: 2,328 shares 2,328 $449K 0.04% +89 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,049 shares; 2023Q4: 4,555 shares; 2024Q1: 4,570 shares; 2024Q2: 4,680 shares; 2024Q3: 4,815 shares; 2024Q4: 4,835 shares 4,835 $447K 0.04% +20 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,838 shares; 2023Q3: 12,163 shares; 2023Q4: 11,167 shares; 2024Q1: 9,783 shares; 2024Q2: 7,531 shares; 2024Q3: 6,903 shares; 2024Q4: 8,305 shares 8,305 $447K 0.04% +1,402 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,376 shares; 2023Q3: 6,031 shares; 2023Q4: 11,192 shares; 2024Q1: 30,188 shares; 2024Q2: 21,760 shares; 2024Q3: 29,632 shares; 2024Q4: 1,106 shares 1,106 $445K 0.04% -28,526 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,574 shares; 2023Q3: 6,588 shares; 2023Q4: 6,764 shares; 2024Q1: 6,667 shares; 2024Q2: 6,145 shares; 2024Q3: 6,123 shares; 2024Q4: 6,093 shares 6,093 $444K 0.04% -30 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,598 shares; 2023Q3: 1,781 shares; 2023Q4: 1,750 shares; 2024Q1: 1,720 shares; 2024Q2: 1,669 shares; 2024Q3: 1,802 shares; 2024Q4: 1,817 shares 1,817 $442K 0.04% +15 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,706 shares; 2023Q3: 2,866 shares; 2023Q4: 3,476 shares; 2024Q1: 3,106 shares; 2024Q2: 3,377 shares; 2024Q3: 3,402 shares; 2024Q4: 3,422 shares 3,422 $442K 0.04% +20 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,608 shares; 2023Q3: 2,386 shares; 2023Q4: 3,269 shares; 2024Q1: 2,871 shares; 2024Q2: 3,800 shares; 2024Q3: 4,182 shares; 2024Q4: 4,585 shares 4,585 $424K 0.04% +403 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,228 shares; 2023Q3: 1,071 shares; 2023Q4: 862 shares; 2024Q1: 3,935 shares; 2024Q2: 7,093 shares; 2024Q3: 5,817 shares; 2024Q4: 6,620 shares 6,620 $423K 0.04% +803 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,679 shares; 2023Q3: 2,698 shares; 2023Q4: 3,089 shares; 2024Q1: 3,112 shares; 2024Q2: 3,147 shares; 2024Q3: 3,123 shares; 2024Q4: 3,065 shares 3,065 $418K 0.04% -58 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,795 shares; 2023Q3: 7,100 shares; 2023Q4: 7,792 shares; 2024Q1: 7,352 shares; 2024Q2: 7,510 shares; 2024Q3: 6,921 shares; 2024Q4: 6,641 shares 6,641 $416K 0.04% -280 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,683 shares; 2023Q3: 8,011 shares; 2023Q4: 7,459 shares; 2024Q1: 7,572 shares; 2024Q2: 7,121 shares; 2024Q3: 7,477 shares; 2024Q4: 6,949 shares 6,949 $415K 0.04% -528 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; 2023Q1: restricted; 2023Q2: 518 shares; 2023Q3: 678 shares; 2023Q4: 1,003 shares; 2024Q1: 1,045 shares; 2024Q2: 1,166 shares; 2024Q3: 2,318 shares; 2024Q4: 2,337 shares 2,337 $414K 0.04% +19 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 8,650 shares; 2023Q4: 9,524 shares; 2024Q1: 10,069 shares; 2024Q2: 10,509 shares; 2024Q3: 10,712 shares; 2024Q4: 10,712 shares 10,712 $414K 0.04% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,660 shares; 2023Q3: 5,312 shares; 2023Q4: 5,529 shares; 2024Q1: 5,435 shares; 2024Q2: 3,870 shares; 2024Q3: 2,791 shares; 2024Q4: 3,269 shares 3,269 $412K 0.04% +478 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,510 shares; 2023Q3: 4,473 shares; 2023Q4: 5,091 shares; 2024Q1: 4,139 shares; 2024Q2: 3,630 shares; 2024Q3: 3,718 shares; 2024Q4: 19,314 shares 19,314 $409K 0.04% +15,596 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,122 shares; 2023Q3: 1,540 shares; 2023Q4: 1,649 shares; 2024Q1: 1,682 shares; 2024Q2: 1,726 shares; 2024Q3: 2,328 shares; 2024Q4: 2,344 shares 2,344 $404K 0.04% +16 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,783 shares; 2023Q3: 7,627 shares; 2023Q4: 8,375 shares; 2024Q1: 8,817 shares; 2024Q2: 9,173 shares; 2024Q3: 7,671 shares; 2024Q4: 8,156 shares 8,156 $403K 0.04% +485 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 87 shares; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 270 shares; 2024Q2: 286 shares; 2024Q3: 292 shares; 2024Q4: 362 shares 362 $400K 0.04% +70 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,531 shares; 2023Q3: 1,771 shares; 2023Q4: 1,897 shares; 2024Q1: 1,914 shares; 2024Q2: 1,957 shares; 2024Q3: 1,951 shares; 2024Q4: 1,983 shares 1,983 $399K 0.04% +32 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 48 shares; 2023Q3: 56 shares; 2023Q4: 34 shares; 2024Q1: 60 shares; 2024Q2: 76 shares; 2024Q3: 68 shares; 2024Q4: 80 shares 80 $397K 0.04% +12 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,202 shares; 2023Q3: 2,920 shares; 2023Q4: 6,512 shares; 2024Q1: 6,853 shares; 2024Q2: 7,186 shares; 2024Q3: 7,292 shares; 2024Q4: 7,387 shares 7,387 $394K 0.04% +95 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,867 shares; 2023Q3: 1,913 shares; 2023Q4: 2,148 shares; 2024Q1: 1,512 shares; 2024Q2: 1,387 shares; 2024Q3: 1,410 shares; 2024Q4: 1,398 shares 1,398 $393K 0.04% -12 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,831 shares; 2023Q3: 4,618 shares; 2023Q4: 4,248 shares; 2024Q1: 4,281 shares; 2024Q2: 4,320 shares; 2024Q3: 4,277 shares; 2024Q4: 4,306 shares 4,306 $392K 0.04% +29 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,705 shares; 2023Q3: 1,705 shares; 2023Q4: 1,705 shares; 2024Q1: 1,705 shares; 2024Q2: 1,705 shares; 2024Q3: 1,705 shares; 2024Q4: 1,976 shares 1,976 $387K 0.03% +271 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,948 shares; 2023Q3: 3,950 shares; 2023Q4: 4,041 shares; 2024Q1: 4,091 shares; 2024Q2: 4,097 shares; 2024Q3: 4,260 shares; 2024Q4: 4,097 shares 4,097 $380K 0.03% -163 Timeline CORZW CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 46,183 shares; 2024Q2: 46,183 shares; 2024Q3: 46,183 shares; 2024Q4: 46,183 shares 46,183 $380K 0.03% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 569 shares; 2023Q3: 699 shares; 2023Q4: 777 shares; 2024Q1: 799 shares; 2024Q2: 880 shares; 2024Q3: 951 shares; 2024Q4: 1,100 shares 1,100 $376K 0.03% +149 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,724 shares; 2023Q3: 3,159 shares; 2023Q4: 3,491 shares; 2024Q1: 3,550 shares; 2024Q2: 3,657 shares; 2024Q3: 3,424 shares; 2024Q4: 3,300 shares 3,300 $376K 0.03% -124 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 18,263 shares; 2023Q3: 17,830 shares; 2023Q4: 17,368 shares; 2024Q1: 17,368 shares; 2024Q2: 18,229 shares; 2024Q3: 14,770 shares; 2024Q4: 17,033 shares 17,033 $373K 0.03% +2,263 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,699 shares; 2023Q3: 4,149 shares; 2023Q4: 3,724 shares; 2024Q1: 3,776 shares; 2024Q2: 3,918 shares; 2024Q3: 3,929 shares; 2024Q4: 3,816 shares 3,816 $371K 0.03% -113 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,581 shares; 2023Q3: 2,810 shares; 2023Q4: 1,301 shares; 2024Q1: 1,332 shares; 2024Q2: 1,426 shares; 2024Q3: 1,424 shares; 2024Q4: 1,462 shares 1,462 $371K 0.03% +38 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,243 shares; 2023Q3: 8,651 shares; 2023Q4: 8,739 shares; 2024Q1: 8,880 shares; 2024Q2: 9,080 shares; 2024Q3: 7,507 shares; 2024Q4: 7,773 shares 7,773 $369K 0.03% +266 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,752 shares; 2023Q3: 3,074 shares; 2023Q4: 3,232 shares; 2024Q1: 3,252 shares; 2024Q2: 3,313 shares; 2024Q3: 3,319 shares; 2024Q4: 3,376 shares 3,376 $369K 0.03% +57 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 686 shares; 2023Q3: 703 shares; 2023Q4: 946 shares; 2024Q1: 958 shares; 2024Q2: 772 shares; 2024Q3: 764 shares; 2024Q4: 773 shares 773 $366K 0.03% +9 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,154 shares; 2023Q3: 2,486 shares; 2023Q4: 3,904 shares; 2024Q1: 5,146 shares; 2024Q2: 5,564 shares; 2024Q3: 6,364 shares; 2024Q4: 6,065 shares 6,065 $366K 0.03% -299 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,524 shares; 2023Q3: 1,937 shares; 2023Q4: 2,160 shares; 2024Q1: 2,312 shares; 2024Q2: 2,344 shares; 2024Q3: 2,016 shares; 2024Q4: 1,877 shares 1,877 $365K 0.03% -139 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 207 shares; 2023Q3: 254 shares; 2023Q4: 264 shares; 2024Q1: 273 shares; 2024Q2: 273 shares; 2024Q3: 267 shares; 2024Q4: 305 shares 305 $362K 0.03% +38 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,275 shares; 2023Q3: 2,374 shares; 2023Q4: 2,898 shares; 2024Q1: 2,392 shares; 2024Q2: 3,040 shares; 2024Q3: 2,937 shares; 2024Q4: 2,939 shares 2,939 $360K 0.03% +2 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 19,357 shares; 2023Q3: 25,953 shares; 2023Q4: 29,125 shares; 2024Q1: 31,516 shares; 2024Q2: 32,788 shares; 2024Q3: 29,766 shares; 2024Q4: 30,512 shares 30,512 $358K 0.03% +746 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 33,555 shares; 2023Q3: 39,195 shares; 2023Q4: 46,734 shares; 2024Q1: 52,420 shares; 2024Q2: 50,899 shares; 2024Q3: 49,553 shares; 2024Q4: 99,916 shares 99,916 $354K 0.03% +50,363 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; 2023Q1: restricted; 2023Q2: 1,880 shares; 2023Q3: 1,047 shares; 2023Q4: 1,599 shares; 2024Q1: 1,657 shares; 2024Q2: 1,701 shares; 2024Q3: 1,680 shares; 2024Q4: 1,656 shares 1,656 $348K 0.03% -24 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 26,932 shares; 2023Q3: 26,932 shares; 2023Q4: 29,932 shares; 2024Q1: 29,932 shares; 2024Q2: 16,637 shares; 2024Q3: 13,137 shares; 2024Q4: 12,757 shares 12,757 $345K 0.03% -380 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,560 shares; 2023Q3: 2,102 shares; 2023Q4: 2,375 shares; 2024Q1: 2,073 shares; 2024Q2: 3,039 shares; 2024Q3: 3,090 shares; 2024Q4: 3,200 shares 3,200 $345K 0.03% +110 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,454 shares; 2023Q3: 4,926 shares; 2023Q4: 5,811 shares; 2024Q1: 5,902 shares; 2024Q2: 5,984 shares; 2024Q3: 5,823 shares; 2024Q4: 6,007 shares 6,007 $345K 0.03% +184 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,699 shares; 2023Q3: 4,150 shares; 2023Q4: 4,518 shares; 2024Q1: 3,827 shares; 2024Q2: 4,441 shares; 2024Q3: 4,126 shares; 2024Q4: 4,092 shares 4,092 $344K 0.03% -34 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,069 shares; 2023Q3: 13,098 shares; 2023Q4: 12,104 shares; 2024Q1: 12,161 shares; 2024Q2: 12,205 shares; 2024Q3: 11,508 shares; 2024Q4: 11,508 shares 11,508 $344K 0.03% 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; 2023Q1: restricted; 2023Q2: 2,098 shares; 2023Q3: 2,962 shares; 2023Q4: 3,246 shares; 2024Q1: 2,522 shares; 2024Q2: 3,236 shares; 2024Q3: 3,246 shares; 2024Q4: 3,721 shares 3,721 $343K 0.03% +475 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,866 shares; 2023Q3: 2,954 shares; 2023Q4: 3,519 shares; 2024Q1: 3,873 shares; 2024Q2: 4,109 shares; 2024Q3: 3,862 shares; 2024Q4: 21,621 shares 21,621 $341K 0.03% +17,759 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,295 shares; 2023Q3: 11,637 shares; 2023Q4: 12,177 shares; 2024Q1: 12,381 shares; 2024Q2: 12,825 shares; 2024Q3: 10,902 shares; 2024Q4: 11,247 shares 11,247 $341K 0.03% +345 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 583 shares; 2023Q3: 647 shares; 2023Q4: 1,000 shares; 2024Q1: 1,125 shares; 2024Q2: 1,090 shares; 2024Q3: 1,515 shares; 2024Q4: 1,524 shares 1,524 $341K 0.03% +9 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,577 shares; 2023Q3: 5,825 shares; 2023Q4: 7,161 shares; 2024Q1: 6,399 shares; 2024Q2: 6,538 shares; 2024Q3: 5,959 shares; 2024Q4: 5,973 shares 5,973 $339K 0.03% +14 PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,605 shares; 2023Q3: 2,668 shares; 2023Q4: 4,106 shares; 2024Q1: 3,806 shares; 2024Q2: 4,007 shares; 2024Q3: 4,003 shares; 2024Q4: 3,949 shares 3,949 $337K 0.03% -54 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,039 shares; 2023Q3: 8,609 shares; 2023Q4: 7,945 shares; 2024Q1: 8,448 shares; 2024Q2: 8,089 shares; 2024Q3: 8,003 shares; 2024Q4: 8,713 shares 8,713 $332K 0.03% +710 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 15,040 shares; 2023Q3: 15,040 shares; 2023Q4: 15,040 shares; 2024Q1: 15,040 shares; 2024Q2: 15,040 shares; 2024Q3: 15,040 shares; 2024Q4: 13,040 shares 13,040 $331K 0.03% -2,000 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,079 shares; 2023Q3: 2,820 shares; 2023Q4: 3,240 shares; 2024Q1: 3,276 shares; 2024Q2: 2,519 shares; 2024Q3: 2,527 shares; 2024Q4: 2,559 shares 2,559 $323K 0.03% +32 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,665 shares; 2024Q4: 2,244 shares 2,244 $321K 0.03% +579 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 21,314 shares; 2023Q3: 19,372 shares; 2023Q4: 19,543 shares; 2024Q1: 20,590 shares; 2024Q2: 15,360 shares; 2024Q3: 19,387 shares; 2024Q4: 15,977 shares 15,977 $320K 0.03% -3,410 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,204 shares; 2023Q3: 3,530 shares; 2023Q4: 6,582 shares; 2024Q1: 6,822 shares; 2024Q2: 6,291 shares; 2024Q3: 6,498 shares; 2024Q4: 6,667 shares 6,667 $319K 0.03% +169 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 19,285 shares; 2023Q3: 20,735 shares; 2023Q4: 21,101 shares; 2024Q1: 20,060 shares; 2024Q2: 21,730 shares; 2024Q3: 22,173 shares; 2024Q4: 20,214 shares 20,214 $317K 0.03% -1,959 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 418 shares; 2023Q3: 433 shares; 2023Q4: 824 shares; 2024Q1: 853 shares; 2024Q2: 855 shares; 2024Q3: 904 shares; 2024Q4: 924 shares 924 $314K 0.03% +20 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,923 shares; 2023Q3: 3,250 shares; 2023Q4: 2,702 shares; 2024Q1: 3,103 shares; 2024Q2: 3,200 shares; 2024Q3: 3,494 shares; 2024Q4: 2,971 shares 2,971 $314K 0.03% -523 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,048 shares; 2023Q3: 5,864 shares; 2023Q4: 5,310 shares; 2024Q1: 5,111 shares; 2024Q2: 3,728 shares; 2024Q3: 3,629 shares; 2024Q4: 3,442 shares 3,442 $312K 0.03% -187 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,185 shares; 2023Q3: 1,270 shares; 2023Q4: 1,684 shares; 2024Q1: 1,532 shares; 2024Q2: 1,435 shares; 2024Q3: 1,468 shares; 2024Q4: 1,470 shares 1,470 $312K 0.03% +2 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,096 shares; 2023Q3: 3,585 shares; 2023Q4: 3,830 shares; 2024Q1: 3,928 shares; 2024Q2: 4,096 shares; 2024Q3: 3,718 shares; 2024Q4: 4,196 shares 4,196 $311K 0.03% +478 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 456 shares; 2023Q3: 711 shares; 2023Q4: 867 shares; 2024Q1: 1,102 shares; 2024Q2: 1,192 shares; 2024Q3: 1,134 shares; 2024Q4: 1,178 shares 1,178 $310K 0.03% +44 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,365 shares; 2023Q3: 4,509 shares; 2023Q4: 4,889 shares; 2024Q1: 4,889 shares; 2024Q2: 5,339 shares; 2024Q3: 5,339 shares; 2024Q4: 5,472 shares 5,472 $310K 0.03% +133 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 14,784 shares; 2023Q3: 15,393 shares; 2023Q4: 16,431 shares; 2024Q1: 16,357 shares; 2024Q2: 17,469 shares; 2024Q3: 14,810 shares; 2024Q4: 15,157 shares 15,157 $306K 0.03% +347 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,000 shares; 2024Q4: 6,000 shares 6,000 $304K 0.03% +2,000 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,217 shares; 2023Q3: 6,662 shares; 2023Q4: 9,013 shares; 2024Q1: 8,044 shares; 2024Q2: 5,997 shares; 2024Q3: 6,524 shares; 2024Q4: 6,772 shares 6,772 $304K 0.03% +248 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,731 shares 12,731 $300K 0.03% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,942 shares; 2023Q3: 10,321 shares; 2023Q4: 10,584 shares; 2024Q1: 13,075 shares; 2024Q2: 13,283 shares; 2024Q3: 13,521 shares; 2024Q4: 13,662 shares 13,662 $299K 0.03% +141 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,382 shares; 2023Q3: 2,227 shares; 2023Q4: 2,253 shares; 2024Q1: 2,078 shares; 2024Q2: 2,412 shares; 2024Q3: 2,453 shares; 2024Q4: 2,525 shares 2,525 $297K 0.03% +72 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,072 shares; 2023Q3: 7,072 shares; 2023Q4: 7,072 shares; 2024Q1: 7,072 shares; 2024Q2: 7,322 shares; 2024Q3: 7,322 shares; 2024Q4: 7,322 shares 7,322 $296K 0.03% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,581 shares; 2023Q3: 1,893 shares; 2023Q4: 2,228 shares; 2024Q1: 2,312 shares; 2024Q2: 2,734 shares; 2024Q3: 7,660 shares; 2024Q4: 7,764 shares 7,764 $293K 0.03% +104 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 49 shares; 2023Q3: 84 shares; 2023Q4: 127 shares; 2024Q1: 145 shares; 2024Q2: 162 shares; 2024Q3: 223 shares; 2024Q4: 231 shares 231 $293K 0.03% +8 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 430 shares; 2023Q3: 706 shares; 2023Q4: 671 shares; 2024Q1: 728 shares; 2024Q2: 716 shares; 2024Q3: 585 shares; 2024Q4: 684 shares 684 $290K 0.03% +99 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,037 shares; 2023Q3: 2,014 shares; 2023Q4: 1,993 shares; 2024Q1: 1,976 shares; 2024Q2: 2,121 shares; 2024Q3: 2,299 shares; 2024Q4: 2,502 shares 2,502 $288K 0.03% +203 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,680 shares; 2024Q4: 5,680 shares 5,680 $283K 0.03% 0 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,500 shares; 2024Q4: 10,500 shares 10,500 $283K 0.03% +2,000 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,738 shares; 2023Q3: 3,209 shares; 2023Q4: 3,999 shares; 2024Q1: 4,420 shares; 2024Q2: 3,782 shares; 2024Q3: 4,496 shares; 2024Q4: 4,662 shares 4,662 $282K 0.03% +166 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,546 shares; 2023Q3: 4,763 shares; 2023Q4: 4,829 shares; 2024Q1: 5,330 shares; 2024Q2: 5,585 shares; 2024Q3: 4,968 shares; 2024Q4: 4,957 shares 4,957 $282K 0.03% -11 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 13,079 shares; 2023Q3: 15,901 shares; 2023Q4: 16,192 shares; 2024Q1: 17,368 shares; 2024Q2: 17,969 shares; 2024Q3: 18,395 shares; 2024Q4: 19,343 shares 19,343 $280K 0.03% +948 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,385 shares; 2023Q3: 2,555 shares; 2023Q4: 4,221 shares; 2024Q1: 4,116 shares; 2024Q2: 4,221 shares; 2024Q3: 3,976 shares; 2024Q4: 3,648 shares 3,648 $280K 0.03% -328 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,229 shares; 2023Q3: 2,293 shares; 2023Q4: 2,426 shares; 2024Q1: 932 shares; 2024Q2: 1,079 shares; 2024Q3: 1,206 shares; 2024Q4: 1,213 shares 1,213 $280K 0.03% +7 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 93 shares; 2023Q3: 108 shares; 2023Q4: 137 shares; 2024Q1: 119 shares; 2024Q2: 94 shares; 2024Q3: 92 shares; 2024Q4: 87 shares 87 $279K 0.03% -5 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,652 shares; 2023Q3: 2,920 shares; 2023Q4: 3,194 shares; 2024Q1: 3,185 shares; 2024Q2: 3,556 shares; 2024Q3: 5,990 shares; 2024Q4: 6,025 shares 6,025 $274K 0.02% +35 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 2,630 shares; 2024Q1: 2,631 shares; 2024Q2: 2,631 shares; 2024Q3: 2,631 shares; 2024Q4: 2,631 shares 2,631 $272K 0.02% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 818 shares; 2023Q3: 992 shares; 2023Q4: 788 shares; 2024Q1: 839 shares; 2024Q2: 872 shares; 2024Q3: 917 shares; 2024Q4: 907 shares 907 $272K 0.02% -10 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,076 shares; 2023Q3: 1,621 shares; 2023Q4: 2,206 shares; 2024Q1: 1,959 shares; 2024Q2: 2,059 shares; 2024Q3: 2,096 shares; 2024Q4: 2,164 shares 2,164 $268K 0.02% +68 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,056 shares 6,056 $267K 0.02% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,166 shares; 2023Q3: 2,187 shares; 2023Q4: 2,474 shares; 2024Q1: 2,520 shares; 2024Q2: 2,529 shares; 2024Q3: 2,590 shares; 2024Q4: 2,745 shares 2,745 $266K 0.02% +155 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,458 shares; 2023Q3: 1,951 shares; 2023Q4: 2,429 shares; 2024Q1: 2,493 shares; 2024Q2: 2,638 shares; 2024Q3: 2,496 shares; 2024Q4: 2,550 shares 2,550 $265K 0.02% +54 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 576 shares; 2023Q3: 576 shares; 2023Q4: 576 shares; 2024Q1: 576 shares; 2024Q2: 818 shares; 2024Q3: 818 shares; 2024Q4: 818 shares 818 $264K 0.02% 0 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18,236 shares; 2024Q2: 18,236 shares; 2024Q3: 18,488 shares; 2024Q4: 18,559 shares 18,559 $261K 0.02% +71 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,321,650 shares; 2023Q3: 951,561 shares; 2023Q4: 765,364 shares; 2024Q1: 672,489 shares; 2024Q2: 17,001 shares; 2024Q3: 17,001 shares; 2024Q4: 17,000 shares 17,000 $260K 0.02% -1 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,050 shares; 2023Q3: 1,172 shares; 2023Q4: 1,765 shares; 2024Q1: 1,852 shares; 2024Q2: 1,981 shares; 2024Q3: 2,090 shares; 2024Q4: 2,150 shares 2,150 $259K 0.02% +60 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 747 shares; 2023Q3: 926 shares; 2023Q4: 1,274 shares; 2024Q1: 1,301 shares; 2024Q2: 1,346 shares; 2024Q3: 1,336 shares; 2024Q4: 1,342 shares 1,342 $259K 0.02% +6 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,400 shares; 2024Q2: 1,400 shares; 2024Q3: 1,420 shares; 2024Q4: 3,170 shares 3,170 $259K 0.02% +1,750 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,700 shares; 2023Q3: 6,700 shares; 2023Q4: 6,700 shares; 2024Q1: 6,700 shares; 2024Q2: 6,700 shares; 2024Q3: 6,700 shares; 2024Q4: 5,400 shares 5,400 $255K 0.02% -1,300 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,138 shares; 2023Q3: 1,460 shares; 2023Q4: 966 shares; 2024Q1: 999 shares; 2024Q2: 1,097 shares; 2024Q3: 1,086 shares; 2024Q4: 1,087 shares 1,087 $255K 0.02% +1 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,133 shares; 2023Q3: 1,225 shares; 2023Q4: 1,212 shares; 2024Q1: 1,243 shares; 2024Q2: 1,281 shares; 2024Q3: 1,264 shares; 2024Q4: 1,353 shares 1,353 $254K 0.02% +89 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,538 shares; 2023Q3: 3,642 shares; 2023Q4: 3,881 shares; 2024Q1: 3,847 shares; 2024Q2: 4,153 shares; 2024Q3: 4,139 shares; 2024Q4: 4,275 shares 4,275 $252K 0.02% +136 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 73 shares; 2023Q3: 163 shares; 2023Q4: 125 shares; 2024Q1: 145 shares; 2024Q2: 119 shares; 2024Q3: 1,145 shares; 2024Q4: 1,076 shares 1,076 $252K 0.02% -69 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,338 shares; 2023Q3: 2,775 shares; 2023Q4: 5,896 shares; 2024Q1: 5,999 shares; 2024Q2: 5,970 shares; 2024Q3: 5,712 shares; 2024Q4: 5,780 shares 5,780 $251K 0.02% +68 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 464 shares; 2023Q3: 470 shares; 2023Q4: 508 shares; 2024Q1: 494 shares; 2024Q2: 495 shares; 2024Q3: 573 shares; 2024Q4: 585 shares 585 $249K 0.02% +12 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 317 shares; 2023Q3: 352 shares; 2023Q4: 647 shares; 2024Q1: 545 shares; 2024Q2: 397 shares; 2024Q3: 713 shares; 2024Q4: 642 shares 642 $246K 0.02% -71 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 606 shares; 2023Q3: 654 shares; 2023Q4: 743 shares; 2024Q1: 762 shares; 2024Q2: 809 shares; 2024Q3: 831 shares; 2024Q4: 854 shares 854 $242K 0.02% +23 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,698 shares; 2023Q3: 3,971 shares; 2023Q4: 4,175 shares; 2024Q1: 4,434 shares; 2024Q2: 5,014 shares; 2024Q3: 3,997 shares; 2024Q4: 3,926 shares 3,926 $240K 0.02% -71 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,616 shares; 2023Q3: 2,958 shares; 2023Q4: 2,867 shares; 2024Q1: 2,350 shares; 2024Q2: 3,091 shares; 2024Q3: 2,728 shares; 2024Q4: 2,829 shares 2,829 $240K 0.02% +101 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 110 shares; 2023Q3: 110 shares; 2023Q4: 110 shares; 2024Q1: 110 shares; 2024Q2: 110 shares; 2024Q3: 1,292 shares; 2024Q4: 1,292 shares 1,292 $238K 0.02% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 131 shares; 2023Q3: 131 shares; 2023Q4: 132 shares; 2024Q1: 124 shares; 2024Q2: 124 shares; 2024Q3: 124 shares; 2024Q4: 122 shares 122 $237K 0.02% -2 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,850 shares; 2023Q3: 6,850 shares; 2023Q4: 6,850 shares; 2024Q1: 6,850 shares; 2024Q2: 6,850 shares; 2024Q3: 6,850 shares; 2024Q4: 6,850 shares 6,850 $237K 0.02% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 460 shares; 2023Q3: 511 shares; 2023Q4: 840 shares; 2024Q1: 981 shares; 2024Q2: 1,448 shares; 2024Q3: 1,416 shares; 2024Q4: 1,710 shares 1,710 $236K 0.02% +294 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,513 shares; 2023Q3: 1,505 shares; 2023Q4: 1,505 shares; 2024Q1: 1,505 shares; 2024Q2: 1,430 shares; 2024Q3: 1,430 shares; 2024Q4: 1,430 shares 1,430 $235K 0.02% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 53 shares; 2024Q2: 159 shares; 2024Q3: 1,901 shares; 2024Q4: 1,901 shares 1,901 $235K 0.02% 0 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,146 shares; 2024Q4: 4,146 shares 4,146 $234K 0.02% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,865 shares; 2023Q3: 4,865 shares; 2023Q4: 4,865 shares; 2024Q1: 4,865 shares; 2024Q2: 4,865 shares; 2024Q3: 4,865 shares; 2024Q4: 4,865 shares 4,865 $234K 0.02% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 19,573 shares; 2023Q3: 19,655 shares; 2023Q4: 19,583 shares; 2024Q1: 19,584 shares; 2024Q2: 19,884 shares; 2024Q3: 19,917 shares; 2024Q4: 12,342 shares 12,342 $234K 0.02% -7,575 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 901 shares; 2023Q3: 1,031 shares; 2023Q4: 1,567 shares; 2024Q1: 1,649 shares; 2024Q2: 1,671 shares; 2024Q3: 1,750 shares; 2024Q4: 1,774 shares 1,774 $233K 0.02% +24 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,019 shares; 2024Q3: 3,950 shares; 2024Q4: 4,421 shares 4,421 $230K 0.02% +471 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 418 shares; 2023Q3: 446 shares; 2023Q4: 917 shares; 2024Q1: 948 shares; 2024Q2: 983 shares; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares 1,005 $230K 0.02% 0 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,345 shares; 2024Q4: 3,345 shares 3,345 $227K 0.02% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,150 shares; 2023Q3: 4,150 shares; 2023Q4: 4,150 shares; 2024Q1: 4,150 shares; 2024Q2: 4,150 shares; 2024Q3: 4,150 shares; 2024Q4: 4,150 shares 4,150 $227K 0.02% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 843 shares; 2023Q3: 851 shares; 2023Q4: 883 shares; 2024Q1: 869 shares; 2024Q2: 872 shares; 2024Q3: 673 shares; 2024Q4: 696 shares 696 $227K 0.02% +23 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,673 shares; 2023Q3: 1,519 shares; 2023Q4: 2,294 shares; 2024Q1: 2,458 shares; 2024Q2: 2,438 shares; 2024Q3: 2,592 shares; 2024Q4: 2,669 shares 2,669 $227K 0.02% +77 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,656 shares; 2023Q3: 5,501 shares; 2023Q4: 7,065 shares; 2024Q1: 6,972 shares; 2024Q2: 7,174 shares; 2024Q3: 6,195 shares; 2024Q4: 5,699 shares 5,699 $227K 0.02% -496 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 821 shares; 2023Q3: 1,134 shares; 2023Q4: 1,424 shares; 2024Q1: 1,135 shares; 2024Q2: 2,086 shares; 2024Q3: 1,980 shares; 2024Q4: 1,908 shares 1,908 $226K 0.02% -72 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,626 shares; 2023Q3: 3,737 shares; 2023Q4: 3,561 shares; 2024Q1: 3,584 shares; 2024Q2: 3,592 shares; 2024Q3: 3,340 shares; 2024Q4: 3,809 shares 3,809 $226K 0.02% +469 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,932 shares; 2023Q3: 8,784 shares; 2023Q4: 9,107 shares; 2024Q1: 9,180 shares; 2024Q2: 9,685 shares; 2024Q3: 7,711 shares; 2024Q4: 7,768 shares 7,768 $225K 0.02% +57 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,464 shares; 2023Q3: 2,472 shares; 2023Q4: 3,239 shares; 2024Q1: 3,472 shares; 2024Q2: 3,662 shares; 2024Q3: 3,644 shares; 2024Q4: 3,703 shares 3,703 $224K 0.02% +59 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,020 shares; 2023Q3: 1,026 shares; 2023Q4: 1,580 shares; 2024Q1: 1,606 shares; 2024Q2: 1,623 shares; 2024Q3: 1,663 shares; 2024Q4: 1,663 shares 1,663 $223K 0.02% 0 Timeline APPS DIGITAL TURBINE INC More: the full row for DIGITAL TURBINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 83 shares; 2024Q1: 155 shares; 2024Q2: not reported; 2024Q3: 131,764 shares; 2024Q4: 131,764 shares 131,764 $223K 0.02% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 652 shares; 2023Q3: 657 shares; 2023Q4: 694 shares; 2024Q1: 715 shares; 2024Q2: 802 shares; 2024Q3: 696 shares; 2024Q4: 704 shares 704 $222K 0.02% +8 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,866 shares; 2023Q3: 9,307 shares; 2023Q4: 13,116 shares; 2024Q1: 13,400 shares; 2024Q2: 14,471 shares; 2024Q3: 14,174 shares; 2024Q4: 17,208 shares 17,208 $221K 0.02% +3,034 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,588 shares; 2023Q3: 2,611 shares; 2023Q4: 2,831 shares; 2024Q1: 3,154 shares; 2024Q2: 3,190 shares; 2024Q3: 3,038 shares; 2024Q4: 3,141 shares 3,141 $216K 0.02% +103 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 473 shares; 2023Q3: 527 shares; 2023Q4: 737 shares; 2024Q1: 765 shares; 2024Q2: 559 shares; 2024Q3: 717 shares; 2024Q4: 729 shares 729 $215K 0.02% +12 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,893 shares; 2023Q3: 1,518 shares; 2023Q4: 893 shares; 2024Q1: 1,611 shares; 2024Q2: 1,473 shares; 2024Q3: 2,092 shares; 2024Q4: 2,251 shares 2,251 $213K 0.02% +159 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 592 shares; 2023Q3: 1,459 shares; 2023Q4: 2,592 shares; 2024Q1: 1,935 shares; 2024Q2: 2,314 shares; 2024Q3: 2,286 shares; 2024Q4: 2,410 shares 2,410 $211K 0.02% +124 Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares 5,000 $211K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,020 shares; 2023Q3: 1,035 shares; 2023Q4: 918 shares; 2024Q1: 954 shares; 2024Q2: 1,105 shares; 2024Q3: 1,068 shares; 2024Q4: 920 shares 920 $209K 0.02% -148 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 21,115 shares; 2023Q3: 15,303 shares; 2023Q4: 18,009 shares; 2024Q1: 18,944 shares; 2024Q2: 17,009 shares; 2024Q3: 17,944 shares; 2024Q4: 16,180 shares 16,180 $208K 0.02% -1,764 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,851 shares; 2023Q3: 9,001 shares; 2023Q4: 8,830 shares; 2024Q1: 9,313 shares; 2024Q2: 10,010 shares; 2024Q3: 9,654 shares; 2024Q4: 9,710 shares 9,710 $207K 0.02% +56 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,205 shares; 2023Q3: 2,205 shares; 2023Q4: 2,205 shares; 2024Q1: 2,205 shares; 2024Q2: 2,205 shares; 2024Q3: 2,205 shares; 2024Q4: 2,205 shares 2,205 $206K 0.02% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,201 shares; 2023Q3: 788 shares; 2023Q4: 788 shares; 2024Q1: 788 shares; 2024Q2: 788 shares; 2024Q3: 3,082 shares; 2024Q4: 2,924 shares 2,924 $205K 0.02% -158 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,106 shares; 2023Q3: 1,767 shares; 2023Q4: 2,878 shares; 2024Q1: 2,440 shares; 2024Q2: 2,637 shares; 2024Q3: 2,585 shares; 2024Q4: 2,601 shares 2,601 $205K 0.02% +16 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,153 shares; 2023Q3: 5,295 shares; 2023Q4: 5,554 shares; 2024Q1: 5,686 shares; 2024Q2: 6,051 shares; 2024Q3: 6,105 shares; 2024Q4: 5,299 shares 5,299 $205K 0.02% -806 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,194 shares; 2024Q3: 8,370 shares; 2024Q4: 9,556 shares 9,556 $201K 0.02% +1,186 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 118 shares; 2023Q3: 118 shares; 2023Q4: 150 shares; 2024Q1: 154 shares; 2024Q2: 166 shares; 2024Q3: 961 shares; 2024Q4: 979 shares 979 $199K 0.02% +18 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,240 shares; 2023Q3: 2,240 shares; 2023Q4: 2,316 shares; 2024Q1: 2,316 shares; 2024Q2: 2,390 shares; 2024Q3: 1,627 shares; 2024Q4: 1,559 shares 1,559 $198K 0.02% -68 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,421 shares; 2023Q3: 3,539 shares; 2023Q4: 3,919 shares; 2024Q1: 3,905 shares; 2024Q2: 4,132 shares; 2024Q3: 3,878 shares; 2024Q4: 5,257 shares 5,257 $198K 0.02% +1,379 Timeline LIONS GATE ENTMNT CORP LIONS GATE ENTMNT CORP More: the full row for LIONS GATE ENTMNT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,999 shares; 2023Q3: 4,540 shares; 2023Q4: 4,016 shares; 2024Q1: 4,016 shares; 2024Q2: 3,360 shares; 2024Q3: 22,995 shares; 2024Q4: 23,000 shares 23,000 $196K 0.02% +5 MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 429 shares; 2023Q3: 504 shares; 2023Q4: 902 shares; 2024Q1: 1,188 shares; 2024Q2: 1,559 shares; 2024Q3: 1,740 shares; 2024Q4: 1,772 shares 1,772 $196K 0.02% +32 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 978 shares; 2023Q3: 1,108 shares; 2023Q4: 1,425 shares; 2024Q1: 931 shares; 2024Q2: 1,049 shares; 2024Q3: 1,003 shares; 2024Q4: 1,491 shares 1,491 $195K 0.02% +488 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 128 shares; 2023Q3: 200 shares; 2023Q4: 577 shares; 2024Q1: 1,121 shares; 2024Q2: 1,293 shares; 2024Q3: 1,263 shares; 2024Q4: 1,167 shares 1,167 $195K 0.02% -96 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; 2023Q1: restricted; 2023Q2: 1,753 shares; 2023Q3: 1,550 shares; 2023Q4: 1,461 shares; 2024Q1: 1,487 shares; 2024Q2: 1,391 shares; 2024Q3: 1,449 shares; 2024Q4: 1,561 shares 1,561 $194K 0.02% +112 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,078 shares; 2023Q3: 4,129 shares; 2023Q4: 4,607 shares; 2024Q1: 4,422 shares; 2024Q2: 4,724 shares; 2024Q3: 4,467 shares; 2024Q4: 3,543 shares 3,543 $193K 0.02% -924 ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 652 shares; 2023Q3: 644 shares; 2023Q4: 707 shares; 2024Q1: 749 shares; 2024Q2: 641 shares; 2024Q3: 699 shares; 2024Q4: 673 shares 673 $192K 0.02% -26 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 406 shares; 2023Q3: 420 shares; 2023Q4: 731 shares; 2024Q1: 748 shares; 2024Q2: 875 shares; 2024Q3: 974 shares; 2024Q4: 971 shares 971 $192K 0.02% -3 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,697 shares; 2023Q3: 10,895 shares; 2023Q4: 11,316 shares; 2024Q1: 5,628 shares; 2024Q2: 5,712 shares; 2024Q3: 5,554 shares; 2024Q4: 5,526 shares 5,526 $186K 0.02% -28 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,021 shares; 2023Q3: 5,157 shares; 2023Q4: 4,206 shares; 2024Q1: 4,037 shares; 2024Q2: 4,388 shares; 2024Q3: 4,051 shares; 2024Q4: 3,837 shares 3,837 $185K 0.02% -214 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,555 shares; 2023Q3: 1,967 shares; 2023Q4: 1,959 shares; 2024Q1: 2,066 shares; 2024Q2: 1,745 shares; 2024Q3: 2,539 shares; 2024Q4: 2,547 shares 2,547 $184K 0.02% +8 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 809 shares; 2023Q3: 788 shares; 2023Q4: 851 shares; 2024Q1: 940 shares; 2024Q2: 640 shares; 2024Q3: 1,223 shares; 2024Q4: 1,125 shares 1,125 $184K 0.02% -98 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,000 shares; 2024Q3: 816 shares; 2024Q4: 800 shares 800 $183K 0.02% -16 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,677 shares; 2023Q3: 1,702 shares; 2023Q4: 1,427 shares; 2024Q1: 1,698 shares; 2024Q2: 1,815 shares; 2024Q3: 1,754 shares; 2024Q4: 1,489 shares 1,489 $183K 0.02% -265 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,022 shares; 2023Q3: 1,025 shares; 2023Q4: 1,012 shares; 2024Q1: 1,018 shares; 2024Q2: 1,045 shares; 2024Q3: 1,047 shares; 2024Q4: 1,063 shares 1,063 $182K 0.02% +16 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,940 shares; 2024Q2: 1,940 shares; 2024Q3: 3,720 shares; 2024Q4: 3,720 shares 3,720 $182K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,915 shares; 2023Q3: 3,186 shares; 2023Q4: 2,974 shares; 2024Q1: 3,290 shares; 2024Q2: 3,118 shares; 2024Q3: 3,164 shares; 2024Q4: 3,193 shares 3,193 $182K 0.02% +29 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,454 shares; 2023Q3: 2,480 shares; 2023Q4: 3,300 shares; 2024Q1: 2,569 shares; 2024Q2: 2,969 shares; 2024Q3: 3,000 shares; 2024Q4: 2,833 shares 2,833 $181K 0.02% -167 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 187 shares; 2024Q2: 187 shares; 2024Q3: 3,229 shares; 2024Q4: 3,315 shares 3,315 $180K 0.02% +86 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 884 shares; 2023Q3: 845 shares; 2023Q4: 831 shares; 2024Q1: 843 shares; 2024Q2: 855 shares; 2024Q3: 923 shares; 2024Q4: 910 shares 910 $179K 0.02% -13 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 968 shares; 2023Q3: 1,378 shares; 2023Q4: 1,443 shares; 2024Q1: 1,506 shares; 2024Q2: 3,498 shares; 2024Q3: 6,322 shares; 2024Q4: 5,790 shares 5,790 $179K 0.02% -532 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,665 shares; 2023Q3: 5,243 shares; 2023Q4: 3,990 shares; 2024Q1: 5,020 shares; 2024Q2: 4,794 shares; 2024Q3: 4,528 shares; 2024Q4: 4,648 shares 4,648 $178K 0.02% +120 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 757 shares; 2023Q3: 765 shares; 2023Q4: 1,319 shares; 2024Q1: 1,320 shares; 2024Q2: 1,430 shares; 2024Q3: 1,422 shares; 2024Q4: 1,397 shares 1,397 $176K 0.02% -25 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 17 shares; 2023Q3: 17 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 21 shares 21 $172K 0.02% +1 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 850 shares; 2023Q3: 909 shares; 2023Q4: 1,135 shares; 2024Q1: 1,154 shares; 2024Q2: 1,200 shares; 2024Q3: 1,112 shares; 2024Q4: 1,103 shares 1,103 $171K 0.02% -9 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,175 shares; 2023Q3: 1,213 shares; 2023Q4: 1,336 shares; 2024Q1: 1,371 shares; 2024Q2: 1,520 shares; 2024Q3: 1,465 shares; 2024Q4: 1,474 shares 1,474 $171K 0.02% +9 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,232 shares; 2023Q3: 1,242 shares; 2023Q4: 1,243 shares; 2024Q1: 1,251 shares; 2024Q2: 1,436 shares; 2024Q3: 1,455 shares; 2024Q4: 1,355 shares 1,355 $171K 0.02% -100 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 87 shares; 2023Q3: 89 shares; 2023Q4: 140 shares; 2024Q1: 142 shares; 2024Q2: 153 shares; 2024Q3: 158 shares; 2024Q4: 161 shares 161 $170K 0.02% +3 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 929 shares; 2023Q3: 931 shares; 2023Q4: 670 shares; 2024Q1: 1,198 shares; 2024Q2: 1,409 shares; 2024Q3: 1,353 shares; 2024Q4: 1,594 shares 1,594 $169K 0.02% +241 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,531 shares; 2023Q3: 3,479 shares; 2023Q4: 3,767 shares; 2024Q1: 3,761 shares; 2024Q2: 5,064 shares; 2024Q3: 4,546 shares; 2024Q4: 4,647 shares 4,647 $169K 0.02% +101 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 790 shares; 2023Q3: 806 shares; 2023Q4: 997 shares; 2024Q1: 968 shares; 2024Q2: 1,150 shares; 2024Q3: 1,139 shares; 2024Q4: 1,153 shares 1,153 $169K 0.02% +14 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,761 shares; 2023Q3: 4,856 shares; 2023Q4: 5,535 shares; 2024Q1: 5,889 shares; 2024Q2: 6,082 shares; 2024Q3: 5,076 shares; 2024Q4: 5,378 shares 5,378 $168K 0.02% +302 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,768 shares; 2023Q3: 1,840 shares; 2023Q4: 2,047 shares; 2024Q1: 1,928 shares; 2024Q2: 1,939 shares; 2024Q3: 1,808 shares; 2024Q4: 1,731 shares 1,731 $168K 0.02% -77 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,094 shares; 2023Q3: 845 shares; 2023Q4: 1,183 shares; 2024Q1: 1,214 shares; 2024Q2: 1,020 shares; 2024Q3: 1,074 shares; 2024Q4: 1,041 shares 1,041 $167K 0.02% -33 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,080 shares; 2023Q3: 2,301 shares; 2023Q4: 3,627 shares; 2024Q1: 2,482 shares; 2024Q2: 2,785 shares; 2024Q3: 2,119 shares; 2024Q4: 2,460 shares 2,460 $166K 0.01% +341 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 549 shares; 2023Q3: 448 shares; 2023Q4: 941 shares; 2024Q1: 966 shares; 2024Q2: 1,002 shares; 2024Q3: 940 shares; 2024Q4: 950 shares 950 $165K 0.01% +10 FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,178 shares; 2023Q3: 1,203 shares; 2023Q4: 1,170 shares; 2024Q1: 2,912 shares; 2024Q2: 2,912 shares; 2024Q3: 2,912 shares; 2024Q4: 2,912 shares 2,912 $163K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 973 shares; 2023Q3: 1,071 shares; 2023Q4: 1,489 shares; 2024Q1: 1,409 shares; 2024Q2: 1,600 shares; 2024Q3: 1,568 shares; 2024Q4: 1,577 shares 1,577 $163K 0.01% +9 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,658 shares; 2023Q3: 2,724 shares; 2023Q4: 2,463 shares; 2024Q1: 2,539 shares; 2024Q2: 3,525 shares; 2024Q3: 3,882 shares; 2024Q4: 3,965 shares 3,965 $163K 0.01% +83 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 27,114 shares; 2023Q3: 29,833 shares; 2023Q4: 33,445 shares; 2024Q1: 33,541 shares; 2024Q2: 37,040 shares; 2024Q3: 35,683 shares; 2024Q4: 24,980 shares 24,980 $162K 0.01% -10,703 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 835 shares; 2023Q3: 776 shares; 2023Q4: 874 shares; 2024Q1: 1,080 shares; 2024Q2: 1,439 shares; 2024Q3: 1,133 shares; 2024Q4: 633 shares 633 $161K 0.01% -500 Timeline Checkpoint Therapeutics Inc Checkpoint Therapeutics Inc More: the full row for Checkpoint Therapeutics Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 30,000 shares; 2024Q2: 45,000 shares; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares 50,000 $160K 0.01% 0 KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 53 shares; 2023Q3: 7,690 shares; 2023Q4: 6,151 shares; 2024Q1: 6,162 shares; 2024Q2: 6,168 shares; 2024Q3: 6,346 shares; 2024Q4: 7,473 shares 7,473 $160K 0.01% +1,127 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,819 shares; 2023Q3: 1,403 shares; 2023Q4: 2,141 shares; 2024Q1: 2,178 shares; 2024Q2: 1,874 shares; 2024Q3: 2,137 shares; 2024Q4: 2,038 shares 2,038 $159K 0.01% -99 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 371 shares; 2023Q3: 377 shares; 2023Q4: 687 shares; 2024Q1: 743 shares; 2024Q2: 799 shares; 2024Q3: 906 shares; 2024Q4: 947 shares 947 $159K 0.01% +41 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,555 shares; 2023Q3: 1,555 shares; 2023Q4: 1,589 shares; 2024Q1: 1,317 shares; 2024Q2: 1,486 shares; 2024Q3: 2,529 shares; 2024Q4: 3,444 shares 3,444 $159K 0.01% +915 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,317 shares; 2023Q3: 2,317 shares; 2023Q4: 2,317 shares; 2024Q1: 2,282 shares; 2024Q2: 2,282 shares; 2024Q3: 2,282 shares; 2024Q4: 6,846 shares 6,846 $159K 0.01% +4,564 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,204 shares; 2023Q3: 1,210 shares; 2023Q4: 1,671 shares; 2024Q1: 1,731 shares; 2024Q2: 1,823 shares; 2024Q3: 1,756 shares; 2024Q4: 1,753 shares 1,753 $159K 0.01% -3 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,113 shares; 2023Q3: 614 shares; 2023Q4: 1,919 shares; 2024Q1: 1,968 shares; 2024Q2: 2,045 shares; 2024Q3: 2,009 shares; 2024Q4: 1,858 shares 1,858 $157K 0.01% -151 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,912 shares; 2023Q3: 5,325 shares; 2023Q4: 6,379 shares; 2024Q1: 6,773 shares; 2024Q2: 7,837 shares; 2024Q3: 7,881 shares; 2024Q4: 7,889 shares 7,889 $157K 0.01% +8 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 13 shares; 2023Q3: 20 shares; 2023Q4: 36 shares; 2024Q1: 28 shares; 2024Q2: 47 shares; 2024Q3: 374 shares; 2024Q4: 539 shares 539 $156K 0.01% +165 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,846 shares; 2023Q3: 2,574 shares; 2023Q4: 1,745 shares; 2024Q1: 3,310 shares; 2024Q2: 2,767 shares; 2024Q3: 2,596 shares; 2024Q4: 2,860 shares 2,860 $154K 0.01% +264 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 44 shares; 2023Q3: 45 shares; 2023Q4: 60 shares; 2024Q1: 65 shares; 2024Q2: 71 shares; 2024Q3: 73 shares; 2024Q4: 77 shares 77 $153K 0.01% +4 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 603 shares; 2023Q3: 816 shares; 2023Q4: 3,647 shares; 2024Q1: 3,034 shares; 2024Q2: 5,299 shares; 2024Q3: 5,042 shares; 2024Q4: 4,113 shares 4,113 $153K 0.01% -929 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,930 shares; 2023Q3: 5,930 shares; 2023Q4: 6,029 shares; 2024Q1: 6,079 shares; 2024Q2: 6,127 shares; 2024Q3: 6,079 shares; 2024Q4: 6,098 shares 6,098 $152K 0.01% +19 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,503 shares; 2024Q2: 1,978 shares; 2024Q3: 2,028 shares; 2024Q4: 2,028 shares 2,028 $150K 0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 180 shares; 2023Q3: 180 shares; 2023Q4: 282 shares; 2024Q1: 299 shares; 2024Q2: 233 shares; 2024Q3: 243 shares; 2024Q4: 250 shares 250 $150K 0.01% +7 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares 1,400 $149K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 326 shares; 2023Q3: 328 shares; 2023Q4: 503 shares; 2024Q1: 539 shares; 2024Q2: 558 shares; 2024Q3: 531 shares; 2024Q4: 661 shares 661 $149K 0.01% +130 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,889 shares; 2023Q3: 1,777 shares; 2023Q4: 1,957 shares; 2024Q1: 2,777 shares; 2024Q2: 2,523 shares; 2024Q3: 2,649 shares; 2024Q4: 3,912 shares 3,912 $147K 0.01% +1,263 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 97 shares; 2023Q3: 120 shares; 2023Q4: 172 shares; 2024Q1: 198 shares; 2024Q2: 192 shares; 2024Q3: 208 shares; 2024Q4: 246 shares 246 $146K 0.01% +38 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 354 shares; 2023Q3: 360 shares; 2023Q4: 427 shares; 2024Q1: 878 shares; 2024Q2: 862 shares; 2024Q3: 938 shares; 2024Q4: 827 shares 827 $146K 0.01% -111 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,729 shares; 2023Q3: 2,900 shares; 2023Q4: 3,790 shares; 2024Q1: 3,067 shares; 2024Q2: 2,934 shares; 2024Q3: 2,924 shares; 2024Q4: 2,716 shares 2,716 $145K 0.01% -208 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,305 shares; 2023Q3: 11,112 shares; 2023Q4: 11,423 shares; 2024Q1: 11,202 shares; 2024Q2: 9,130 shares; 2024Q3: 9,184 shares; 2024Q4: 9,297 shares 9,297 $144K 0.01% +113 SUMMIT MATERIALS INC CLASS A SUMMIT MATERIALS INC CLASS A More: the full row for SUMMIT MATERIALS INC CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,214 shares; 2023Q3: 3,214 shares; 2023Q4: 3,381 shares; 2024Q1: 3,392 shares; 2024Q2: 3,158 shares; 2024Q3: 2,968 shares; 2024Q4: 2,847 shares 2,847 $144K 0.01% -121 VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,399 shares; 2023Q3: 11,534 shares; 2023Q4: 10,624 shares; 2024Q1: 11,481 shares; 2024Q2: 10,459 shares; 2024Q3: 10,729 shares; 2024Q4: 11,546 shares 11,546 $144K 0.01% +817 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,662 shares; 2023Q3: 4,267 shares; 2023Q4: 5,559 shares; 2024Q1: 2,575 shares; 2024Q2: 2,007 shares; 2024Q3: 5,987 shares; 2024Q4: 6,090 shares 6,090 $143K 0.01% +103 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 352 shares; 2023Q3: 345 shares; 2023Q4: 595 shares; 2024Q1: 622 shares; 2024Q2: 681 shares; 2024Q3: 643 shares; 2024Q4: 386 shares 386 $142K 0.01% -257 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; 2023Q1: restricted; 2023Q2: 21,057 shares; 2023Q3: 27,575 shares; 2023Q4: 34,437 shares; 2024Q1: 30,805 shares; 2024Q2: 43,970 shares; 2024Q3: 31,940 shares; 2024Q4: 30,985 shares 30,985 $141K 0.01% -955 Timeline FRPH FRP HLDGS INC More: the full row for FRP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,000 shares; 2023Q3: 4,000 shares; 2023Q4: 2,300 shares; 2024Q1: 2,300 shares; 2024Q2: 4,600 shares; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares 4,600 $141K 0.01% 0 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; 2023Q1: restricted; 2023Q2: 1,510 shares; 2023Q3: 1,718 shares; 2023Q4: 1,600 shares; 2024Q1: 1,651 shares; 2024Q2: 1,682 shares; 2024Q3: 1,570 shares; 2024Q4: 1,387 shares 1,387 $141K 0.01% -183 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,509 shares; 2023Q3: 3,547 shares; 2023Q4: 3,494 shares; 2024Q1: 3,510 shares; 2024Q2: 3,688 shares; 2024Q3: 3,601 shares; 2024Q4: 3,624 shares 3,624 $139K 0.01% +23 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,080 shares; 2023Q3: 1,150 shares; 2023Q4: 1,468 shares; 2024Q1: 1,508 shares; 2024Q2: 1,750 shares; 2024Q3: 1,836 shares; 2024Q4: 1,808 shares 1,808 $139K 0.01% -28 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,982 shares; 2023Q3: 3,890 shares; 2023Q4: 4,657 shares; 2024Q1: 4,941 shares; 2024Q2: 5,180 shares; 2024Q3: 4,481 shares; 2024Q4: 4,202 shares 4,202 $138K 0.01% -279 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 783 shares; 2023Q3: 818 shares; 2023Q4: 1,760 shares; 2024Q1: 1,796 shares; 2024Q2: 1,823 shares; 2024Q3: 1,916 shares; 2024Q4: 1,804 shares 1,804 $138K 0.01% -112 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 362 shares; 2023Q3: 504 shares; 2023Q4: 570 shares; 2024Q1: 583 shares; 2024Q2: 1,672 shares; 2024Q3: 285,938 shares; 2024Q4: 534 shares 534 $138K 0.01% -285,404 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 559 shares; 2023Q3: 665 shares; 2023Q4: 894 shares; 2024Q1: 929 shares; 2024Q2: 1,076 shares; 2024Q3: 1,218 shares; 2024Q4: 1,256 shares 1,256 $137K 0.01% +38 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,972 shares; 2023Q3: 2,604 shares; 2023Q4: 3,020 shares; 2024Q1: 2,452 shares; 2024Q2: 3,456 shares; 2024Q3: 3,064 shares; 2024Q4: 3,197 shares 3,197 $137K 0.01% +133 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,000 shares; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares 3,000 $137K 0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,372 shares; 2023Q3: 1,345 shares; 2023Q4: 978 shares; 2024Q1: 1,002 shares; 2024Q2: 975 shares; 2024Q3: 1,092 shares; 2024Q4: 1,025 shares 1,025 $137K 0.01% -67 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,719 shares; 2023Q3: 3,589 shares; 2023Q4: 5,034 shares; 2024Q1: 4,578 shares; 2024Q2: 3,381 shares; 2024Q3: 2,805 shares; 2024Q4: 2,789 shares 2,789 $136K 0.01% -16 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; 2023Q1: restricted; 2023Q2: 12,478 shares; 2023Q3: 12,247 shares; 2023Q4: 13,478 shares; 2024Q1: 14,333 shares; 2024Q2: 14,417 shares; 2024Q3: 12,586 shares; 2024Q4: 13,376 shares 13,376 $136K 0.01% +790 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,575 shares; 2023Q3: 2,279 shares; 2023Q4: 2,664 shares; 2024Q1: 2,518 shares; 2024Q2: 2,549 shares; 2024Q3: 2,333 shares; 2024Q4: 2,311 shares 2,311 $136K 0.01% -22 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,116 shares; 2023Q3: 2,195 shares; 2023Q4: 2,696 shares; 2024Q1: 2,859 shares; 2024Q2: 1,561 shares; 2024Q3: 1,558 shares; 2024Q4: 1,577 shares 1,577 $136K 0.01% +19 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 853 shares; 2023Q3: 853 shares; 2023Q4: 891 shares; 2024Q1: 902 shares; 2024Q2: 903 shares; 2024Q3: 847 shares; 2024Q4: 845 shares 845 $135K 0.01% -2 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,579 shares; 2023Q3: 1,315 shares; 2023Q4: 1,583 shares; 2024Q1: 1,755 shares; 2024Q2: 1,714 shares; 2024Q3: 501 shares; 2024Q4: 1,740 shares 1,740 $135K 0.01% +1,239 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,702 shares; 2023Q3: 2,657 shares; 2023Q4: 2,274 shares; 2024Q1: 2,086 shares; 2024Q2: 2,257 shares; 2024Q3: 2,005 shares; 2024Q4: 2,346 shares 2,346 $135K 0.01% +341 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,125 shares; 2023Q3: 3,193 shares; 2023Q4: 3,177 shares; 2024Q1: 3,385 shares; 2024Q2: 3,256 shares; 2024Q3: 3,028 shares; 2024Q4: 3,096 shares 3,096 $134K 0.01% +68 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 87 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,782 shares 5,782 $133K 0.01% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,667 shares; 2023Q3: 1,679 shares; 2023Q4: 984 shares; 2024Q1: 1,005 shares; 2024Q2: 1,002 shares; 2024Q3: 1,038 shares; 2024Q4: 1,044 shares 1,044 $131K 0.01% +6 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 993 shares; 2023Q3: 991 shares; 2023Q4: 1,031 shares; 2024Q1: 973 shares; 2024Q2: 1,003 shares; 2024Q3: 631 shares; 2024Q4: 629 shares 629 $130K 0.01% -2 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 174 shares; 2023Q3: 296 shares; 2023Q4: 383 shares; 2024Q1: 485 shares; 2024Q2: 608 shares; 2024Q3: 657 shares; 2024Q4: 640 shares 640 $130K 0.01% -17 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; 2023Q1: restricted; 2023Q2: 1,815 shares; 2023Q3: 1,958 shares; 2023Q4: 1,558 shares; 2024Q1: 1,583 shares; 2024Q2: 1,957 shares; 2024Q3: 2,343 shares; 2024Q4: 2,428 shares 2,428 $130K 0.01% +85 Timeline XDAT FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,400 shares; 2024Q1: 7,000 shares; 2024Q2: 5,100 shares; 2024Q3: 5,100 shares; 2024Q4: 5,100 shares 5,100 $129K 0.01% 0 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 144 shares; 2023Q3: 156 shares; 2023Q4: 160 shares; 2024Q1: 197 shares; 2024Q2: 190 shares; 2024Q3: 201 shares; 2024Q4: 210 shares 210 $129K 0.01% +9 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,342 shares; 2023Q3: 2,907 shares; 2023Q4: 3,282 shares; 2024Q1: 3,550 shares; 2024Q2: 3,785 shares; 2024Q3: 3,697 shares; 2024Q4: 3,722 shares 3,722 $129K 0.01% +25 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 247 shares; 2023Q3: 269 shares; 2023Q4: 369 shares; 2024Q1: 236 shares; 2024Q2: 513 shares; 2024Q3: 570 shares; 2024Q4: 546 shares 546 $128K 0.01% -24 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 440 shares; 2023Q3: 443 shares; 2023Q4: 480 shares; 2024Q1: 481 shares; 2024Q2: 504 shares; 2024Q3: 474 shares; 2024Q4: 477 shares 477 $128K 0.01% +3 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,544 shares; 2023Q3: 1,531 shares; 2023Q4: 1,786 shares; 2024Q1: 1,796 shares; 2024Q2: 1,801 shares; 2024Q3: 1,867 shares; 2024Q4: 1,774 shares 1,774 $128K 0.01% -93 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 271 shares; 2023Q3: 259 shares; 2023Q4: 298 shares; 2024Q1: 307 shares; 2024Q2: 324 shares; 2024Q3: 326 shares; 2024Q4: 331 shares 331 $128K 0.01% +5 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,500 shares; 2023Q3: 9,500 shares; 2023Q4: 7,500 shares; 2024Q1: 13,500 shares; 2024Q2: 13,500 shares; 2024Q3: 17,500 shares; 2024Q4: 15,000 shares 15,000 $128K 0.01% -2,500 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,547 shares; 2023Q3: 7,790 shares; 2023Q4: 7,774 shares; 2024Q1: 887 shares; 2024Q2: 1,112 shares; 2024Q3: 1,014 shares; 2024Q4: 1,311 shares 1,311 $127K 0.01% +297 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 535 shares; 2023Q3: 764 shares; 2023Q4: 945 shares; 2024Q1: 991 shares; 2024Q2: 1,128 shares; 2024Q3: 1,050 shares; 2024Q4: 1,071 shares 1,071 $127K 0.01% +21 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,436 shares; 2023Q3: 3,436 shares; 2023Q4: 1,821 shares; 2024Q1: 1,775 shares; 2024Q2: 1,775 shares; 2024Q3: 1,775 shares; 2024Q4: 5,325 shares 5,325 $126K 0.01% +3,550 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,528 shares; 2023Q3: 6,490 shares; 2023Q4: 5,296 shares; 2024Q1: 6,282 shares; 2024Q2: 8,462 shares; 2024Q3: 8,802 shares; 2024Q4: 9,476 shares 9,476 $126K 0.01% +674 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,921 shares; 2023Q3: 937 shares; 2023Q4: 1,637 shares; 2024Q1: 2,210 shares; 2024Q2: 1,641 shares; 2024Q3: 2,149 shares; 2024Q4: 2,170 shares 2,170 $126K 0.01% +21 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,523 shares; 2023Q3: 2,845 shares; 2023Q4: 2,532 shares; 2024Q1: 2,134 shares; 2024Q2: 1,828 shares; 2024Q3: 1,683 shares; 2024Q4: 1,642 shares 1,642 $125K 0.01% -41 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 118 shares; 2023Q3: 163 shares; 2023Q4: 431 shares; 2024Q1: 516 shares; 2024Q2: 5,277 shares; 2024Q3: 5,312 shares; 2024Q4: 5,378 shares 5,378 $125K 0.01% +66 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,120 shares; 2023Q3: 1,950 shares; 2023Q4: 1,327 shares; 2024Q1: 1,122 shares; 2024Q2: 797 shares; 2024Q3: 972 shares; 2024Q4: 946 shares 946 $125K 0.01% -26 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 625 shares; 2023Q3: 565 shares; 2023Q4: 630 shares; 2024Q1: 630 shares; 2024Q2: 666 shares; 2024Q3: 636 shares; 2024Q4: 656 shares 656 $123K 0.01% +20 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,250 shares; 2023Q3: 1,250 shares; 2023Q4: 1,250 shares; 2024Q1: 1,250 shares; 2024Q2: 1,250 shares; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares 1,250 $122K 0.01% 0 Timeline