AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 195,482 shares; 2023Q1: 190,738 shares; 2023Q2: 188,841 shares; 2023Q3: 186,877 shares; 2023Q4: 185,177 shares; 2024Q1: 169,877 shares; 2024Q2: 167,951 shares; 2024Q3: 162,112 shares 162,112 $37.8M 8.32% -5,839 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 31,333 shares; 2023Q1: 31,335 shares; 2023Q2: 31,090 shares; 2023Q3: 30,855 shares; 2023Q4: 30,480 shares; 2024Q1: 20,006 shares; 2024Q2: 19,493 shares; 2024Q3: 192,271 shares 192,271 $33.2M 7.31% +172,778 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 64,975 shares; 2023Q1: 65,035 shares; 2023Q2: 64,716 shares; 2023Q3: 64,824 shares; 2023Q4: 64,530 shares; 2024Q1: 63,383 shares; 2024Q2: 63,214 shares; 2024Q3: 62,613 shares 62,613 $28.8M 6.35% -601 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 131,272 shares; 2023Q1: 130,464 shares; 2023Q2: 130,251 shares; 2023Q3: 130,157 shares; 2023Q4: 129,929 shares; 2024Q1: 128,756 shares; 2024Q2: 127,761 shares; 2024Q3: 126,832 shares 126,832 $21M 4.64% -929 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 73,235 shares; 2023Q1: 73,389 shares; 2023Q2: 73,029 shares; 2023Q3: 72,706 shares; 2023Q4: 72,054 shares; 2024Q1: 70,917 shares; 2024Q2: 70,626 shares; 2024Q3: 70,225 shares 70,225 $19M 4.19% -401 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 80,700 shares; 2023Q1: 80,261 shares; 2023Q2: 81,576 shares; 2023Q3: 81,278 shares; 2023Q4: 81,209 shares; 2024Q1: 79,328 shares; 2024Q2: 79,470 shares; 2024Q3: 78,820 shares 78,820 $14.7M 3.24% -650 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 55,473 shares; 2023Q1: 55,294 shares; 2023Q2: 55,176 shares; 2023Q3: 54,462 shares; 2023Q4: 53,846 shares; 2024Q1: 53,755 shares; 2024Q2: 53,748 shares; 2024Q3: 53,170 shares 53,170 $14.6M 3.22% -578 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 300 shares; 2024Q1: 200 shares; 2024Q2: 300 shares; 2024Q3: 117,087 shares 117,087 $13.9M 3.06% +116,787 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 124,643 shares; 2023Q1: 125,159 shares; 2023Q2: 127,783 shares; 2023Q3: 126,976 shares; 2023Q4: 125,465 shares; 2024Q1: 123,652 shares; 2024Q2: 124,879 shares; 2024Q3: 121,659 shares 121,659 $13.8M 3.04% -3,220 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 31,032 shares; 2023Q1: 31,078 shares; 2023Q2: 31,173 shares; 2023Q3: 30,817 shares; 2023Q4: 30,518 shares; 2024Q1: 28,965 shares; 2024Q2: 28,919 shares; 2024Q3: 29,661 shares 29,661 $12.8M 2.81% +742 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 55,469 shares; 2023Q1: 55,909 shares; 2023Q2: 56,572 shares; 2023Q3: 57,671 shares; 2023Q4: 57,655 shares; 2024Q1: 56,069 shares; 2024Q2: 56,299 shares; 2024Q3: 56,369 shares 56,369 $11.9M 2.62% +70 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 57,389 shares; 2023Q1: 56,754 shares; 2023Q2: 56,945 shares; 2023Q3: 56,796 shares; 2023Q4: 56,491 shares; 2024Q1: 54,328 shares; 2024Q2: 54,248 shares; 2024Q3: 53,608 shares 53,608 $9.63M 2.12% -640 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 58,459 shares; 2023Q1: 58,569 shares; 2023Q2: 58,749 shares; 2023Q3: 58,749 shares; 2023Q4: 57,065 shares; 2024Q1: 55,011 shares; 2024Q2: 54,971 shares; 2024Q3: 54,282 shares 54,282 $9.08M 2% -689 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 687 shares; 2023Q1: 687 shares; 2023Q2: 687 shares; 2023Q3: 687 shares; 2023Q4: 889 shares; 2024Q1: 889 shares; 2024Q2: 112,154 shares; 2024Q3: 111,274 shares 111,274 $8.67M 1.91% -880 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,883 shares; 2024Q2: 16,930 shares; 2024Q3: 16,773 shares 16,773 $8.46M 1.87% -157 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 31,736 shares; 2023Q1: 31,930 shares; 2023Q2: 32,046 shares; 2023Q3: 31,885 shares; 2023Q4: 40,460 shares; 2024Q1: 40,150 shares; 2024Q2: 48,131 shares; 2024Q3: 47,992 shares 47,992 $8.16M 1.8% -139 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 222,838 shares; 2023Q1: 222,466 shares; 2023Q2: 214,526 shares; 2023Q3: 210,403 shares; 2023Q4: 190,337 shares; 2024Q1: 187,476 shares; 2024Q2: 182,623 shares; 2024Q3: 180,672 shares 180,672 $7.42M 1.64% -1,951 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,310 shares; 2023Q1: 1,248 shares; 2023Q2: 806 shares; 2023Q3: 844 shares; 2023Q4: 7,260 shares; 2024Q1: 53,613 shares; 2024Q2: 53,416 shares; 2024Q3: 52,454 shares 52,454 $7.17M 1.58% -962 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 199,124 shares; 2023Q1: 195,194 shares; 2023Q2: 190,099 shares; 2023Q3: 190,196 shares; 2023Q4: 179,905 shares; 2024Q1: 174,675 shares; 2024Q2: 175,661 shares; 2024Q3: 179,265 shares 179,265 $7.01M 1.55% +3,604 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,105 shares; 2023Q1: 4,753 shares; 2023Q2: 5,312 shares; 2023Q3: 5,997 shares; 2023Q4: 6,473 shares; 2024Q1: 5,618 shares; 2024Q2: 56,668 shares; 2024Q3: 56,935 shares 56,935 $6.91M 1.52% +267 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 16,723 shares; 2023Q1: 16,252 shares; 2023Q2: 16,151 shares; 2023Q3: 16,192 shares; 2023Q4: 16,436 shares; 2024Q1: 16,358 shares; 2024Q2: 16,360 shares; 2024Q3: 23,694 shares 23,694 $6.48M 1.43% +7,334 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,863 shares; 2023Q1: 7,003 shares; 2023Q2: 7,124 shares; 2023Q3: 7,098 shares; 2023Q4: 7,196 shares; 2024Q1: 6,575 shares; 2024Q2: 6,573 shares; 2024Q3: 6,584 shares 6,584 $5.84M 1.29% +11 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 86,075 shares; 2023Q1: 86,177 shares; 2023Q2: 85,753 shares; 2023Q3: 85,674 shares; 2023Q4: 81,537 shares; 2024Q1: 81,731 shares; 2024Q2: 83,911 shares; 2024Q3: 83,133 shares 83,133 $5.2M 1.15% -778 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 14,897 shares; 2023Q1: 14,842 shares; 2023Q2: 14,967 shares; 2023Q3: 14,942 shares; 2023Q4: 14,913 shares; 2024Q1: 14,918 shares; 2024Q2: 14,910 shares; 2024Q3: 14,422 shares 14,422 $5.1M 1.12% -488 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 20,257 shares; 2023Q1: 20,057 shares; 2023Q2: 19,989 shares; 2023Q3: 19,983 shares; 2023Q4: 19,649 shares; 2024Q1: 19,498 shares; 2024Q2: 19,499 shares; 2024Q3: 19,289 shares 19,289 $4.79M 1.06% -210 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,365 shares; 2023Q1: 4,331 shares; 2023Q2: 4,332 shares; 2023Q3: 4,133 shares; 2023Q4: 4,335 shares; 2024Q1: 3,706 shares; 2024Q2: 3,607 shares; 2024Q3: 21,564 shares 21,564 $4.46M 0.98% +17,957 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 100 shares; 2023Q2: 650 shares; 2023Q3: 18,050 shares; 2023Q4: 20,151 shares; 2024Q1: 23,202 shares; 2024Q2: 36,060 shares; 2024Q3: 36,608 shares 36,608 $4.1M 0.9% +548 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 574 shares; 2023Q1: 514 shares; 2023Q2: 514 shares; 2023Q3: 236 shares; 2023Q4: 5,466 shares; 2024Q1: 5,454 shares; 2024Q2: 16,920 shares; 2024Q3: 17,459 shares 17,459 $3.86M 0.85% +539 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,464 shares; 2023Q1: 5,578 shares; 2023Q2: 6,301 shares; 2023Q3: 6,371 shares; 2023Q4: 6,452 shares; 2024Q1: 6,140 shares; 2024Q2: 6,368 shares; 2024Q3: 6,364 shares 6,364 $3.72M 0.82% -4 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 26,779 shares; 2023Q1: 25,482 shares; 2023Q2: 25,446 shares; 2023Q3: 24,635 shares; 2023Q4: 24,392 shares; 2024Q1: 23,395 shares; 2024Q2: 22,900 shares; 2024Q3: 22,615 shares 22,615 $3.67M 0.81% -285 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 55,237 shares; 2023Q1: 55,317 shares; 2023Q2: 55,441 shares; 2023Q3: 55,556 shares; 2023Q4: 53,925 shares; 2024Q1: 52,775 shares; 2024Q2: 51,783 shares; 2024Q3: 50,990 shares 50,990 $3.66M 0.81% -793 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,294 shares; 2023Q1: 8,285 shares; 2023Q2: 8,377 shares; 2023Q3: 8,398 shares; 2023Q4: 8,338 shares; 2024Q1: 8,354 shares; 2024Q2: 8,389 shares; 2024Q3: 8,553 shares 8,553 $3.47M 0.76% +164 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,640 shares; 2023Q1: 5,855 shares; 2023Q2: 14,574 shares; 2023Q3: 22,366 shares; 2023Q4: 33,818 shares; 2024Q1: 38,472 shares; 2024Q2: 40,525 shares; 2024Q3: 41,007 shares 41,007 $3.39M 0.75% +482 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 249,581 shares; 2023Q1: 204,840 shares; 2023Q2: 198,385 shares; 2023Q3: 170,692 shares; 2023Q4: 161,145 shares; 2024Q1: 145,411 shares; 2024Q2: 119,627 shares; 2024Q3: 66,645 shares 66,645 $3.38M 0.75% -52,982 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,630 shares; 2023Q1: 13,614 shares; 2023Q2: 13,477 shares; 2023Q3: 13,459 shares; 2023Q4: 14,163 shares; 2024Q1: 13,479 shares; 2024Q2: 13,629 shares; 2024Q3: 13,615 shares 13,615 $3.36M 0.74% -14 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 16,127 shares; 2023Q1: 19,266 shares; 2023Q2: 16,872 shares; 2023Q3: 16,583 shares; 2023Q4: 15,719 shares; 2024Q1: 15,625 shares; 2024Q2: 15,298 shares; 2024Q3: 16,447 shares 16,447 $3.25M 0.72% +1,149 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 28,416 shares; 2023Q1: 28,210 shares; 2023Q2: 28,344 shares; 2023Q3: 29,121 shares; 2023Q4: 26,917 shares; 2024Q1: 27,202 shares; 2024Q2: 27,177 shares; 2024Q3: 27,399 shares 27,399 $3.21M 0.71% +222 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 178 shares; 2023Q1: 8,541 shares; 2023Q2: 18,644 shares; 2023Q3: 49,393 shares; 2023Q4: 48,945 shares; 2024Q1: 48,775 shares; 2024Q2: 48,961 shares; 2024Q3: 48,910 shares 48,910 $2.8M 0.62% -51 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; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares 4 $2.76M 0.61% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 82,559 shares; 2023Q1: 80,977 shares; 2023Q2: 80,778 shares; 2023Q3: 80,027 shares; 2023Q4: 78,534 shares; 2024Q1: 78,145 shares; 2024Q2: 77,949 shares; 2024Q3: 76,218 shares 76,218 $2.63M 0.58% -1,731 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 25,376 shares; 2023Q1: 25,544 shares; 2023Q2: 25,323 shares; 2023Q3: 24,896 shares; 2023Q4: 24,145 shares; 2024Q1: 23,388 shares; 2024Q2: 23,389 shares; 2024Q3: 24,106 shares 24,106 $2.5M 0.55% +717 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 14,499 shares; 2023Q1: 14,584 shares; 2023Q2: 14,581 shares; 2023Q3: 14,383 shares; 2023Q4: 14,396 shares; 2024Q1: 14,250 shares; 2024Q2: 14,256 shares; 2024Q3: 14,323 shares 14,323 $2.48M 0.55% +67 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,185 shares; 2023Q1: 7,538 shares; 2023Q2: 7,652 shares; 2023Q3: 7,469 shares; 2023Q4: 8,023 shares; 2024Q1: 6,800 shares; 2024Q2: 6,866 shares; 2024Q3: 7,049 shares 7,049 $2.34M 0.51% +183 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 17,151 shares; 2023Q1: 16,221 shares; 2023Q2: 15,768 shares; 2023Q3: 15,719 shares; 2023Q4: 15,570 shares; 2024Q1: 15,571 shares; 2024Q2: 15,526 shares; 2024Q3: 15,442 shares 15,442 $2.25M 0.5% -84 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 25,264 shares; 2023Q1: 24,385 shares; 2023Q2: 24,364 shares; 2023Q3: 22,698 shares; 2023Q4: 21,176 shares; 2024Q1: 20,969 shares; 2024Q2: 20,808 shares; 2024Q3: 18,692 shares 18,692 $2.13M 0.47% -2,116 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,934 shares; 2023Q1: 4,512 shares; 2023Q2: 6,506 shares; 2023Q3: 7,407 shares; 2023Q4: 6,453 shares; 2024Q1: 5,392 shares; 2024Q2: 7,491 shares; 2024Q3: 7,342 shares 7,342 $2.01M 0.44% -149 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 22,559 shares; 2023Q3: 21,834 shares; 2023Q4: 21,284 shares; 2024Q1: 21,209 shares; 2024Q2: 21,209 shares; 2024Q3: 21,209 shares 21,209 $1.81M 0.4% 0 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,950 shares; 2024Q2: 4,418 shares; 2024Q3: 4,353 shares 4,353 $1.67M 0.37% -65 LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,685 shares; 2023Q1: 2,459 shares; 2023Q2: 2,460 shares; 2023Q3: 2,353 shares; 2023Q4: 2,377 shares; 2024Q1: 1,772 shares; 2024Q2: 1,758 shares; 2024Q3: 1,802 shares 1,802 $1.6M 0.35% +44 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,335 shares; 2023Q1: 3,530 shares; 2023Q2: 3,617 shares; 2023Q3: 3,646 shares; 2023Q4: 3,826 shares; 2024Q1: 3,199 shares; 2024Q2: 3,199 shares; 2024Q3: 3,219 shares 3,219 $1.59M 0.35% +20 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,441 shares; 2023Q1: 7,440 shares; 2023Q2: 12,650 shares; 2023Q3: 12,781 shares; 2023Q4: 14,323 shares; 2024Q1: 11,366 shares; 2024Q2: 12,507 shares; 2024Q3: 13,356 shares 13,356 $1.57M 0.35% +849 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,798 shares; 2023Q1: 11,998 shares; 2023Q2: 11,806 shares; 2023Q3: 11,814 shares; 2023Q4: 11,821 shares; 2024Q1: 11,809 shares; 2024Q2: 11,816 shares; 2024Q3: 11,855 shares 11,855 $1.33M 0.29% +39 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; 2022Q4: 5,882 shares; 2023Q1: 5,886 shares; 2023Q2: 5,885 shares; 2023Q3: 5,640 shares; 2023Q4: 5,414 shares; 2024Q1: 5,477 shares; 2024Q2: 5,470 shares; 2024Q3: 5,726 shares 5,726 $1.29M 0.28% +256 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,702 shares; 2023Q1: 3,702 shares; 2023Q2: 3,703 shares; 2023Q3: 3,503 shares; 2023Q4: 3,504 shares; 2024Q1: 3,504 shares; 2024Q2: 3,504 shares; 2024Q3: 3,504 shares 3,504 $1.27M 0.28% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 20,934 shares; 2023Q1: 20,896 shares; 2023Q2: 21,779 shares; 2023Q3: 21,539 shares; 2023Q4: 17,767 shares; 2024Q1: 13,551 shares; 2024Q2: 13,571 shares; 2024Q3: 14,432 shares 14,432 $1.22M 0.27% +861 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 17,190 shares; 2023Q1: 17,156 shares; 2023Q2: 17,175 shares; 2023Q3: 16,995 shares; 2023Q4: 15,329 shares; 2024Q1: 15,045 shares; 2024Q2: 15,061 shares; 2024Q3: 16,352 shares 16,352 $1.18M 0.26% +1,291 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 98,449 shares; 2023Q1: 96,495 shares; 2023Q2: 95,516 shares; 2023Q3: 94,516 shares; 2023Q4: 90,929 shares; 2024Q1: 89,500 shares; 2024Q2: 26,458 shares; 2024Q3: 26,458 shares 26,458 $1.11M 0.24% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,639 shares; 2023Q1: 13,791 shares; 2023Q2: 13,687 shares; 2023Q3: 14,885 shares; 2023Q4: 15,427 shares; 2024Q1: 16,075 shares; 2024Q2: 16,153 shares; 2024Q3: 14,900 shares 14,900 $1.1M 0.24% -1,253 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 2,072 shares; 2023Q2: 1,778 shares; 2023Q3: 1,770 shares; 2023Q4: 1,741 shares; 2024Q1: 1,444 shares; 2024Q2: 1,974 shares; 2024Q3: 2,294 shares 2,294 $1.09M 0.24% +320 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,850 shares; 2023Q1: 8,850 shares; 2023Q2: 8,850 shares; 2023Q3: 8,850 shares; 2023Q4: 8,884 shares; 2024Q1: 8,884 shares; 2024Q2: 8,884 shares; 2024Q3: 8,884 shares 8,884 $1.04M 0.23% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,345 shares; 2023Q1: 8,345 shares; 2023Q2: 8,345 shares; 2023Q3: 8,345 shares; 2023Q4: 7,897 shares; 2024Q1: 7,597 shares; 2024Q2: 6,777 shares; 2024Q3: 6,793 shares 6,793 $1.04M 0.23% +16 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,580 shares; 2023Q1: 7,302 shares; 2023Q2: 7,185 shares; 2023Q3: 7,293 shares; 2023Q4: 7,861 shares; 2024Q1: 7,109 shares; 2024Q2: 7,109 shares; 2024Q3: 6,669 shares 6,669 $982K 0.22% -440 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,079 shares; 2023Q1: 5,079 shares; 2023Q2: 4,979 shares; 2023Q3: 4,979 shares; 2023Q4: 4,979 shares; 2024Q1: 4,979 shares; 2024Q2: 4,979 shares; 2024Q3: 4,979 shares 4,979 $944K 0.21% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 45,439 shares; 2023Q1: 44,391 shares; 2023Q2: 44,341 shares; 2023Q3: 43,497 shares; 2023Q4: 40,525 shares; 2024Q1: 36,554 shares; 2024Q2: 33,033 shares; 2024Q3: 32,296 shares 32,296 $935K 0.21% -737 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,541 shares; 2023Q1: 3,538 shares; 2023Q2: 3,238 shares; 2023Q3: 3,238 shares; 2023Q4: 4,913 shares; 2024Q1: 8,413 shares; 2024Q2: 8,814 shares; 2024Q3: 6,750 shares 6,750 $887K 0.2% -2,064 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,402 shares; 2023Q1: 2,402 shares; 2023Q2: 2,391 shares; 2023Q3: 2,392 shares; 2023Q4: 2,392 shares; 2024Q1: 2,392 shares; 2024Q2: 2,494 shares; 2024Q3: 2,495 shares 2,495 $865K 0.19% +1 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,692 shares; 2023Q1: 11,517 shares; 2023Q2: 11,337 shares; 2023Q3: 11,287 shares; 2023Q4: 11,038 shares; 2024Q1: 11,038 shares; 2024Q2: 11,038 shares; 2024Q3: 10,913 shares 10,913 $796K 0.18% -125 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,461 shares; 2023Q1: 3,551 shares; 2023Q2: not reported; 2023Q3: 3,848 shares; 2023Q4: 4,029 shares; 2024Q1: 4,115 shares; 2024Q2: 3,631 shares; 2024Q3: 2,545 shares 2,545 $775K 0.17% -1,086 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,745 shares; 2023Q1: 2,752 shares; 2023Q2: 2,756 shares; 2023Q3: 2,794 shares; 2023Q4: 2,816 shares; 2024Q1: 2,724 shares; 2024Q2: 2,726 shares; 2024Q3: 2,737 shares 2,737 $757K 0.17% +11 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 37,157 shares; 2023Q1: 37,645 shares; 2023Q2: 37,838 shares; 2023Q3: 31,965 shares; 2023Q4: 31,563 shares; 2024Q1: 20,193 shares; 2024Q2: 18,265 shares; 2024Q3: 19,059 shares 19,059 $756K 0.17% +794 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,931 shares; 2023Q1: 7,031 shares; 2023Q2: 6,873 shares; 2023Q3: 7,573 shares; 2023Q4: 8,008 shares; 2024Q1: 6,587 shares; 2024Q2: 6,587 shares; 2024Q3: 6,438 shares 6,438 $678K 0.15% -149 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,044 shares; 2023Q1: 2,041 shares; 2023Q2: 2,043 shares; 2023Q3: 2,043 shares; 2023Q4: 2,068 shares; 2024Q1: 2,070 shares; 2024Q2: 2,171 shares; 2024Q3: 2,248 shares 2,248 $648K 0.14% +77 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,863 shares; 2023Q1: 9,873 shares; 2023Q2: 9,883 shares; 2023Q3: 9,898 shares; 2023Q4: 9,306 shares; 2024Q1: 8,470 shares; 2024Q2: 8,481 shares; 2024Q3: 8,502 shares 8,502 $628K 0.14% +21 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 32 shares; 2023Q3: 435 shares; 2023Q4: 1,682 shares; 2024Q1: 1,802 shares; 2024Q2: 2,200 shares; 2024Q3: 2,633 shares 2,633 $626K 0.14% +433 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,360 shares; 2023Q1: 1,360 shares; 2023Q2: 1,360 shares; 2023Q3: 14,389 shares; 2023Q4: 14,348 shares; 2024Q1: 14,439 shares; 2024Q2: 14,576 shares; 2024Q3: 14,817 shares 14,817 $622K 0.14% +241 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,950 shares; 2023Q1: 2,950 shares; 2023Q2: 2,950 shares; 2023Q3: 2,952 shares; 2023Q4: 3,105 shares; 2024Q1: 3,109 shares; 2024Q2: 3,213 shares; 2024Q3: 3,217 shares 3,217 $617K 0.14% +4 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 36,950 shares; 2023Q1: 35,394 shares; 2023Q2: 30,696 shares; 2023Q3: 29,585 shares; 2023Q4: 21,592 shares; 2024Q1: 17,961 shares; 2024Q2: 17,434 shares; 2024Q3: 13,735 shares 13,735 $611K 0.13% -3,699 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,850 shares; 2023Q1: 3,662 shares; 2023Q2: 3,662 shares; 2023Q3: 3,162 shares; 2023Q4: 3,162 shares; 2024Q1: 2,370 shares; 2024Q2: 2,370 shares; 2024Q3: 2,470 shares 2,470 $600K 0.13% +100 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,294 shares; 2023Q1: 2,285 shares; 2023Q2: 2,287 shares; 2023Q3: 2,290 shares; 2023Q4: 2,292 shares; 2024Q1: 2,222 shares; 2024Q2: 2,169 shares; 2024Q3: 2,170 shares 2,170 $589K 0.13% +1 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,463 shares; 2023Q1: 2,463 shares; 2023Q2: 2,463 shares; 2023Q3: 2,463 shares; 2023Q4: 2,433 shares; 2024Q1: 2,433 shares; 2024Q2: 2,433 shares; 2024Q3: 2,433 shares 2,433 $587K 0.13% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,605 shares; 2023Q1: 4,605 shares; 2023Q2: 4,605 shares; 2023Q3: 4,605 shares; 2023Q4: 4,605 shares; 2024Q1: 4,505 shares; 2024Q2: 4,305 shares; 2024Q3: 4,105 shares 4,105 $574K 0.13% -200 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,516 shares; 2023Q1: 6,516 shares; 2023Q2: 5,966 shares; 2023Q3: 6,066 shares; 2023Q4: 6,366 shares; 2024Q1: 6,116 shares; 2024Q2: 6,116 shares; 2024Q3: 6,116 shares 6,116 $546K 0.12% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,192 shares; 2023Q1: 2,244 shares; 2023Q2: 2,277 shares; 2023Q3: 2,331 shares; 2023Q4: 2,331 shares; 2024Q1: 6,712 shares; 2024Q2: 6,709 shares; 2024Q3: 6,707 shares 6,707 $542K 0.12% -2 Timeline INSIGHT SELECT INCOME FD INSIGHT SELECT INCOME FD More: the full row for INSIGHT SELECT INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 37,528 shares; 2023Q1: 36,528 shares; 2023Q2: 36,503 shares; 2023Q3: 36,103 shares; 2023Q4: 33,103 shares; 2024Q1: 30,653 shares; 2024Q2: 29,653 shares; 2024Q3: 28,893 shares 28,893 $510K 0.11% -760 AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,595 shares; 2023Q1: 3,595 shares; 2023Q2: 3,595 shares; 2023Q3: 3,595 shares; 2023Q4: 3,580 shares; 2024Q1: 3,580 shares; 2024Q2: 3,580 shares; 2024Q3: 3,430 shares 3,430 $502K 0.11% -150 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 813 shares; 2023Q1: 1,153 shares; 2023Q2: 1,153 shares; 2023Q3: 983 shares; 2023Q4: 1,784 shares; 2024Q1: 2,083 shares; 2024Q2: 3,032 shares; 2024Q3: 6,864 shares 6,864 $463K 0.1% +3,832 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 23,896 shares; 2023Q1: 27,287 shares; 2023Q2: 26,662 shares; 2023Q3: 25,778 shares; 2023Q4: 23,992 shares; 2024Q1: 21,954 shares; 2024Q2: 21,704 shares; 2024Q3: 21,944 shares 21,944 $460K 0.1% +240 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10 shares; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 500 shares; 2024Q3: 7,871 shares 7,871 $454K 0.1% +7,371 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,470 shares; 2023Q1: 8,470 shares; 2023Q2: 8,470 shares; 2023Q3: 8,320 shares; 2023Q4: 8,320 shares; 2024Q1: 8,320 shares; 2024Q2: 7,720 shares; 2024Q3: 7,720 shares 7,720 $429K 0.09% 0 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,445 shares; 2023Q1: 5,445 shares; 2023Q2: 5,445 shares; 2023Q3: 5,445 shares; 2023Q4: 5,445 shares; 2024Q1: 5,445 shares; 2024Q2: 5,445 shares; 2024Q3: 5,445 shares 5,445 $417K 0.09% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,942 shares; 2023Q1: 11,000 shares; 2023Q2: 11,009 shares; 2023Q3: 10,319 shares; 2023Q4: 7,581 shares; 2024Q1: 6,890 shares; 2024Q2: 6,598 shares; 2024Q3: 4,606 shares 4,606 $407K 0.09% -1,992 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,783 shares; 2023Q1: 13,499 shares; 2023Q2: 12,069 shares; 2023Q3: 11,700 shares; 2023Q4: 8,532 shares; 2024Q1: 8,550 shares; 2024Q2: 8,069 shares; 2024Q3: 8,663 shares 8,663 $396K 0.09% +594 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,348 shares; 2023Q1: 1,873 shares; 2023Q2: 1,848 shares; 2023Q3: 1,798 shares; 2023Q4: 1,809 shares; 2024Q1: 1,765 shares; 2024Q2: 1,766 shares; 2024Q3: 1,781 shares 1,781 $394K 0.09% +15 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 190 shares; 2023Q3: 14,455 shares; 2023Q4: 14,283 shares; 2024Q1: 14,717 shares; 2024Q2: 14,727 shares; 2024Q3: 14,311 shares 14,311 $375K 0.08% -416 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 700 shares; 2023Q1: 700 shares; 2023Q2: 700 shares; 2023Q3: 700 shares; 2023Q4: 720 shares; 2024Q1: 720 shares; 2024Q2: 720 shares; 2024Q3: 720 shares 720 $372K 0.08% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,035 shares; 2023Q1: 7,635 shares; 2023Q2: 7,635 shares; 2023Q3: 7,706 shares; 2023Q4: 6,642 shares; 2024Q1: 6,548 shares; 2024Q2: 6,548 shares; 2024Q3: 6,548 shares 6,548 $371K 0.08% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,279 shares; 2023Q1: 1,333 shares; 2023Q2: 1,345 shares; 2023Q3: 1,069 shares; 2023Q4: 982 shares; 2024Q1: 587 shares; 2024Q2: 566 shares; 2024Q3: 640 shares 640 $367K 0.08% +74 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,134 shares; 2023Q1: 5,134 shares; 2023Q2: 5,134 shares; 2023Q3: 5,134 shares; 2023Q4: 5,134 shares; 2024Q1: 5,134 shares; 2024Q2: 5,134 shares; 2024Q3: 5,134 shares 5,134 $367K 0.08% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,026 shares; 2023Q1: 2,050 shares; 2023Q2: 2,391 shares; 2023Q3: 2,311 shares; 2023Q4: 1,855 shares; 2024Q1: 1,852 shares; 2024Q2: 1,853 shares; 2024Q3: 1,925 shares 1,925 $356K 0.08% +72 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 17,295 shares; 2023Q1: 17,863 shares; 2023Q2: 17,936 shares; 2023Q3: 17,770 shares; 2023Q4: 17,611 shares; 2024Q1: 10,569 shares; 2024Q2: 10,569 shares; 2024Q3: 10,569 shares 10,569 $352K 0.08% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,276 shares; 2023Q1: 4,276 shares; 2023Q2: 4,276 shares; 2023Q3: 4,000 shares; 2023Q4: 4,000 shares; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares; 2024Q3: 6,000 shares 6,000 $340K 0.08% +2,000 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; 2022Q4: 858 shares; 2023Q1: 833 shares; 2023Q2: 1,566 shares; 2023Q3: 1,476 shares; 2023Q4: 1,476 shares; 2024Q1: 1,378 shares; 2024Q2: 1,380 shares; 2024Q3: 1,380 shares 1,380 $339K 0.07% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,689 shares; 2023Q1: 13,026 shares; 2023Q2: 11,181 shares; 2023Q3: 8,714 shares; 2023Q4: 6,172 shares; 2024Q1: 5,635 shares; 2024Q2: 5,546 shares; 2024Q3: 6,170 shares 6,170 $319K 0.07% +624 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,547 shares; 2023Q1: 5,547 shares; 2023Q2: 5,149 shares; 2023Q3: 3,899 shares; 2023Q4: 3,801 shares; 2024Q1: 3,801 shares; 2024Q2: 3,788 shares; 2024Q3: 3,796 shares 3,796 $317K 0.07% +8 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,933 shares; 2023Q1: 2,933 shares; 2023Q2: 2,933 shares; 2023Q3: 3,034 shares; 2023Q4: 3,034 shares; 2024Q1: 3,034 shares; 2024Q2: 3,034 shares; 2024Q3: 3,039 shares 3,039 $316K 0.07% +5 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 24 shares; 2023Q1: 24 shares; 2023Q2: 24 shares; 2023Q3: 24 shares; 2023Q4: 224 shares; 2024Q1: 525 shares; 2024Q2: 625 shares; 2024Q3: 673 shares 673 $313K 0.07% +48 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 168,826 shares; 2023Q1: 166,439 shares; 2023Q2: 161,614 shares; 2023Q3: 158,069 shares; 2023Q4: 150,859 shares; 2024Q1: 148,476 shares; 2024Q2: 4,923 shares; 2024Q3: 4,937 shares 4,937 $310K 0.07% +14 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,512 shares; 2023Q1: 1,512 shares; 2023Q2: 1,512 shares; 2023Q3: 1,512 shares; 2023Q4: 1,512 shares; 2024Q1: 1,512 shares; 2024Q2: 1,512 shares; 2024Q3: 1,512 shares 1,512 $304K 0.07% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 22 shares; 2023Q1: 385 shares; 2023Q2: 387 shares; 2023Q3: 837 shares; 2023Q4: 920 shares; 2024Q1: 962 shares; 2024Q2: 1,014 shares; 2024Q3: 1,025 shares 1,025 $303K 0.07% +11 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 125 shares; 2024Q1: 443 shares; 2024Q2: 453 shares; 2024Q3: 477 shares 477 $302K 0.07% +24 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,547 shares; 2023Q1: 2,347 shares; 2023Q2: 2,514 shares; 2023Q3: 2,481 shares; 2023Q4: 2,557 shares; 2024Q1: 2,557 shares; 2024Q2: 2,557 shares; 2024Q3: 2,576 shares 2,576 $297K 0.07% +19 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,499 shares; 2023Q1: 1,503 shares; 2023Q2: 1,566 shares; 2023Q3: 1,584 shares; 2023Q4: 1,593 shares; 2024Q1: 1,596 shares; 2024Q2: 1,534 shares; 2024Q3: 1,538 shares 1,538 $292K 0.06% +4 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 64,367 shares; 2023Q1: 4,790 shares; 2023Q2: 3,106 shares; 2023Q3: 3,428 shares; 2023Q4: 3,429 shares; 2024Q1: 1,724 shares; 2024Q2: 1,724 shares; 2024Q3: 1,700 shares 1,700 $289K 0.06% -24 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 492 shares; 2023Q4: 582 shares; 2024Q1: 844 shares; 2024Q2: 2,594 shares; 2024Q3: 2,627 shares 2,627 $287K 0.06% +33 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 865 shares; 2023Q1: 840 shares; 2023Q2: 790 shares; 2023Q3: 580 shares; 2023Q4: 580 shares; 2024Q1: 580 shares; 2024Q2: 580 shares; 2024Q3: 578 shares 578 $286K 0.06% -2 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,777 shares; 2023Q1: 5,778 shares; 2023Q2: 5,588 shares; 2023Q3: 5,199 shares; 2023Q4: 5,209 shares; 2024Q1: 3,954 shares; 2024Q2: 3,962 shares; 2024Q3: 5,006 shares 5,006 $283K 0.06% +1,044 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,413 shares; 2023Q1: 1,413 shares; 2023Q2: 1,413 shares; 2023Q3: 1,413 shares; 2023Q4: 1,440 shares; 2024Q1: 1,440 shares; 2024Q2: 1,440 shares; 2024Q3: 1,440 shares 1,440 $281K 0.06% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 18,323 shares; 2023Q1: 18,335 shares; 2023Q2: 17,243 shares; 2023Q3: 16,592 shares; 2023Q4: 15,598 shares; 2024Q1: 15,335 shares; 2024Q2: 15,302 shares; 2024Q3: 15,304 shares 15,304 $277K 0.06% +2 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,584 shares; 2023Q1: 1,584 shares; 2023Q2: 2,019 shares; 2023Q3: 2,887 shares; 2023Q4: 2,632 shares; 2024Q1: 1,584 shares; 2024Q2: 1,584 shares; 2024Q3: 1,614 shares 1,614 $275K 0.06% +30 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,523 shares; 2023Q1: 2,466 shares; 2023Q2: 2,439 shares; 2023Q3: 2,309 shares; 2023Q4: 2,377 shares; 2024Q1: 2,133 shares; 2024Q2: 2,134 shares; 2024Q3: 2,153 shares 2,153 $261K 0.06% +19 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,050 shares; 2023Q1: 4,050 shares; 2023Q2: 4,050 shares; 2023Q3: 3,650 shares; 2023Q4: 3,708 shares; 2024Q1: 3,308 shares; 2024Q2: 2,233 shares; 2024Q3: 2,233 shares 2,233 $257K 0.06% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,838 shares; 2023Q1: 5,581 shares; 2023Q2: 5,556 shares; 2023Q3: 5,733 shares; 2023Q4: 3,557 shares; 2024Q1: 3,569 shares; 2024Q2: 3,480 shares; 2024Q3: 2,728 shares 2,728 $246K 0.05% -752 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; 2022Q4: 2,657 shares; 2023Q1: 2,662 shares; 2023Q2: 2,667 shares; 2023Q3: 2,673 shares; 2023Q4: 2,678 shares; 2024Q1: 2,683 shares; 2024Q2: 2,683 shares; 2024Q3: 2,491 shares 2,491 $240K 0.05% -192 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,766 shares; 2023Q1: 5,766 shares; 2023Q2: 5,766 shares; 2023Q3: 5,766 shares; 2023Q4: 5,766 shares; 2024Q1: 5,766 shares; 2024Q2: 5,766 shares; 2024Q3: 5,766 shares 5,766 $237K 0.05% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,397 shares; 2023Q1: 1,517 shares; 2023Q2: 1,771 shares; 2023Q3: 1,571 shares; 2023Q4: 1,571 shares; 2024Q1: 1,081 shares; 2024Q2: 1,081 shares; 2024Q3: 1,092 shares 1,092 $227K 0.05% +11 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,334 shares 1,334 $219K 0.05% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,118 shares; 2023Q1: 1,077 shares; 2023Q2: 601 shares; 2023Q3: 603 shares; 2023Q4: 730 shares; 2024Q1: 652 shares; 2024Q2: 654 shares; 2024Q3: 663 shares 663 $214K 0.05% +9 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,636 shares; 2023Q1: 4,935 shares; 2023Q2: 5,267 shares; 2023Q3: 5,539 shares; 2023Q4: 5,958 shares; 2024Q1: 1,691 shares; 2024Q2: 1,689 shares; 2024Q3: 1,735 shares 1,735 $206K 0.05% +46 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,600 shares; 2023Q1: 2,600 shares; 2023Q2: 2,600 shares; 2023Q3: 2,600 shares; 2023Q4: 2,600 shares; 2024Q1: 2,600 shares; 2024Q2: 2,600 shares; 2024Q3: 2,600 shares 2,600 $206K 0.05% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 545 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 412 shares; 2023Q4: 412 shares; 2024Q1: 412 shares; 2024Q2: 412 shares; 2024Q3: 416 shares 416 $203K 0.04% +4 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,525 shares; 2023Q1: 3,626 shares; 2023Q2: 3,870 shares; 2023Q3: 4,030 shares; 2023Q4: 5,482 shares; 2024Q1: 1,694 shares; 2024Q2: 1,712 shares; 2024Q3: 1,730 shares 1,730 $202K 0.04% +18 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares 2,000 $200K 0.04% 0 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; 2022Q4: 40,655 shares; 2023Q1: 40,138 shares; 2023Q2: 4,655 shares; 2023Q3: 4,465 shares; 2023Q4: 3,276 shares; 2024Q1: 3,137 shares; 2024Q2: 3,149 shares; 2024Q3: 3,146 shares 3,146 $199K 0.04% -3 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,736 shares; 2023Q1: 3,697 shares; 2023Q2: 2,468 shares; 2023Q3: 1,894 shares; 2023Q4: 2,020 shares; 2024Q1: 1,887 shares; 2024Q2: 1,888 shares; 2024Q3: 1,889 shares 1,889 $197K 0.04% +1 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,004 shares; 2023Q1: 1,004 shares; 2023Q2: 1,004 shares; 2023Q3: 1,004 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $196K 0.04% 0 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 17,692 shares; 2023Q1: 17,692 shares; 2023Q2: 17,692 shares; 2023Q3: 17,692 shares; 2023Q4: 17,692 shares; 2024Q1: 17,692 shares; 2024Q2: 17,692 shares; 2024Q3: 17,692 shares 17,692 $187K 0.04% 0 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; 2022Q4: 5,065 shares; 2023Q1: 5,315 shares; 2023Q2: 5,055 shares; 2023Q3: 5,058 shares; 2023Q4: 5,062 shares; 2024Q1: 4,066 shares; 2024Q2: 4,067 shares; 2024Q3: 4,074 shares 4,074 $186K 0.04% +7 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 573 shares; 2023Q1: 573 shares; 2023Q2: 573 shares; 2023Q3: 573 shares; 2023Q4: 573 shares; 2024Q1: 573 shares; 2024Q2: 590 shares; 2024Q3: 590 shares 590 $185K 0.04% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 589 shares; 2023Q1: 614 shares; 2023Q2: 614 shares; 2023Q3: 621 shares; 2023Q4: 633 shares; 2024Q1: 634 shares; 2024Q2: 606 shares; 2024Q3: 614 shares 614 $183K 0.04% +8 Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,380 shares; 2023Q1: 5,730 shares; 2023Q2: 5,730 shares; 2023Q3: 5,730 shares; 2023Q4: 5,730 shares; 2024Q1: 5,730 shares; 2024Q2: 5,730 shares; 2024Q3: 5,730 shares 5,730 $179K 0.04% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,949 shares; 2023Q4: 1,949 shares; 2024Q1: 1,949 shares; 2024Q2: 1,949 shares; 2024Q3: 1,949 shares 1,949 $178K 0.04% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,900 shares; 2023Q1: 11,156 shares; 2023Q2: 11,758 shares; 2023Q3: 11,871 shares; 2023Q4: 11,461 shares; 2024Q1: 4,048 shares; 2024Q2: 3,408 shares; 2024Q3: 3,311 shares 3,311 $176K 0.04% -97 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 617 shares; 2023Q1: 617 shares; 2023Q2: 617 shares; 2023Q3: 617 shares; 2023Q4: 617 shares; 2024Q1: not reported; 2024Q2: 11,973 shares; 2024Q3: 10,473 shares 10,473 $175K 0.04% -1,500 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,647 shares; 2023Q1: 1,647 shares; 2023Q2: 1,651 shares; 2023Q3: 1,501 shares; 2023Q4: 1,535 shares; 2024Q1: 1,385 shares; 2024Q2: 1,391 shares; 2024Q3: 1,225 shares 1,225 $172K 0.04% -166 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,450 shares; 2023Q1: 8,950 shares; 2023Q2: 8,650 shares; 2023Q3: 8,650 shares; 2023Q4: 7,150 shares; 2024Q1: 7,150 shares; 2024Q2: 7,050 shares; 2024Q3: 7,284 shares 7,284 $171K 0.04% +234 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,640 shares; 2023Q1: 7,240 shares; 2023Q2: 6,690 shares; 2023Q3: 6,690 shares; 2023Q4: 4,090 shares; 2024Q1: 4,090 shares; 2024Q2: 4,090 shares; 2024Q3: 4,480 shares 4,480 $170K 0.04% +390 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 25 shares; 2023Q1: 1,033 shares; 2023Q2: 1,038 shares; 2023Q3: 1,379 shares; 2023Q4: 2,013 shares; 2024Q1: 2,416 shares; 2024Q2: 2,629 shares; 2024Q3: 2,664 shares 2,664 $169K 0.04% +35 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,186 shares; 2024Q1: 3,229 shares; 2024Q2: 3,258 shares; 2024Q3: 3,289 shares 3,289 $168K 0.04% +31 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,095 shares; 2023Q1: 3,045 shares; 2023Q2: 2,968 shares; 2023Q3: 2,862 shares; 2023Q4: 2,862 shares; 2024Q1: 2,335 shares; 2024Q2: 1,335 shares; 2024Q3: 1,335 shares 1,335 $162K 0.04% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,000 shares; 2023Q1: 9,000 shares; 2023Q2: 8,400 shares; 2023Q3: 8,400 shares; 2023Q4: 8,400 shares; 2024Q1: 6,100 shares; 2024Q2: 6,100 shares; 2024Q3: 3,000 shares 3,000 $158K 0.03% -3,100 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $158K 0.03% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 30 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,273 shares; 2024Q2: 1,380 shares; 2024Q3: 1,312 shares 1,312 $157K 0.03% -68 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,208 shares; 2023Q1: 6,943 shares; 2023Q2: 6,614 shares; 2023Q3: 5,061 shares; 2023Q4: 5,491 shares; 2024Q1: 3,416 shares; 2024Q2: 3,422 shares; 2024Q3: 3,482 shares 3,482 $156K 0.03% +60 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,550 shares; 2023Q1: 1,550 shares; 2023Q2: 1,550 shares; 2023Q3: 1,550 shares; 2023Q4: 1,490 shares; 2024Q1: 1,490 shares; 2024Q2: 1,490 shares; 2024Q3: 1,490 shares 1,490 $153K 0.03% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 67,129 shares; 2023Q1: 66,801 shares; 2023Q2: 63,383 shares; 2023Q3: 2,441 shares; 2023Q4: 1,590 shares; 2024Q1: 1,572 shares; 2024Q2: 1,572 shares; 2024Q3: 1,584 shares 1,584 $152K 0.03% +12 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 885 shares; 2024Q2: 1,246 shares; 2024Q3: 1,196 shares 1,196 $148K 0.03% -50 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; 2022Q4: 1,200 shares; 2023Q1: 1,200 shares; 2023Q2: 1,200 shares; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,501 shares 1,501 $148K 0.03% +301 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,486 shares; 2023Q1: 3,629 shares; 2023Q2: 4,243 shares; 2023Q3: 3,595 shares; 2023Q4: 3,410 shares; 2024Q1: 2,854 shares; 2024Q2: 2,862 shares; 2024Q3: 2,899 shares 2,899 $148K 0.03% +37 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 265 shares; 2023Q1: 190 shares; 2023Q2: 190 shares; 2023Q3: 190 shares; 2023Q4: 160 shares; 2024Q1: 160 shares; 2024Q2: 160 shares; 2024Q3: 258 shares 258 $147K 0.03% +98 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,969 shares; 2023Q1: 9,011 shares; 2023Q2: 8,945 shares; 2023Q3: 8,655 shares; 2023Q4: 591 shares; 2024Q1: 512 shares; 2024Q2: 512 shares; 2024Q3: 512 shares 512 $142K 0.03% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,008 shares; 2023Q1: 1,008 shares; 2023Q2: 1,008 shares; 2023Q3: 1,008 shares; 2023Q4: 1,008 shares; 2024Q1: 908 shares; 2024Q2: 908 shares; 2024Q3: 908 shares 908 $141K 0.03% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,300 shares; 2023Q1: 3,300 shares; 2023Q2: 3,300 shares; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares 3,000 $141K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,350 shares; 2023Q1: 1,350 shares; 2023Q2: 1,350 shares; 2023Q3: 1,350 shares; 2023Q4: 1,420 shares; 2024Q1: 1,350 shares; 2024Q2: 1,350 shares; 2024Q3: 1,552 shares 1,552 $140K 0.03% +202 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,004 shares; 2023Q1: 2,005 shares; 2023Q2: 2,005 shares; 2023Q3: 2,006 shares; 2023Q4: 1,668 shares; 2024Q1: 1,668 shares; 2024Q2: 1,669 shares; 2024Q3: 1,689 shares 1,689 $139K 0.03% +20 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,694 shares; 2023Q1: 2,742 shares; 2023Q2: 4,633 shares; 2023Q3: 4,579 shares; 2023Q4: 4,894 shares; 2024Q1: 744 shares; 2024Q2: 794 shares; 2024Q3: 844 shares 844 $138K 0.03% +50 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 625 shares; 2023Q1: 625 shares; 2023Q2: 625 shares; 2023Q3: 625 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares 600 $132K 0.03% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,358 shares; 2023Q1: 2,358 shares; 2023Q2: 2,358 shares; 2023Q3: 2,358 shares; 2023Q4: 2,158 shares; 2024Q1: 2,158 shares; 2024Q2: 2,158 shares; 2024Q3: 2,158 shares 2,158 $131K 0.03% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares 2,000 $130K 0.03% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,198 shares; 2023Q1: 2,198 shares; 2023Q2: 2,198 shares; 2023Q3: 2,198 shares; 2023Q4: 1,993 shares; 2024Q1: 1,993 shares; 2024Q2: 1,993 shares; 2024Q3: 1,843 shares 1,843 $128K 0.03% -150 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,735 shares; 2023Q1: 5,035 shares; 2023Q2: 5,035 shares; 2023Q3: 5,035 shares; 2023Q4: 5,010 shares; 2024Q1: 3,445 shares; 2024Q2: 3,445 shares; 2024Q3: 3,120 shares 3,120 $128K 0.03% -325 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,177 shares; 2023Q1: 2,095 shares; 2023Q2: 1,964 shares; 2023Q3: 1,976 shares; 2023Q4: 952 shares; 2024Q1: 793 shares; 2024Q2: 794 shares; 2024Q3: 794 shares 794 $128K 0.03% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 588 shares; 2023Q1: 543 shares; 2023Q2: 543 shares; 2023Q3: 468 shares; 2023Q4: 499 shares; 2024Q1: 474 shares; 2024Q2: 474 shares; 2024Q3: 685 shares 685 $123K 0.03% +211 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 375 shares; 2023Q1: 375 shares; 2023Q2: 375 shares; 2023Q3: 376 shares; 2023Q4: 377 shares; 2024Q1: 1,889 shares; 2024Q2: 1,892 shares; 2024Q3: 1,896 shares 1,896 $118K 0.03% +4 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares 1,500 $115K 0.03% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 155 shares; 2023Q1: 395 shares; 2023Q2: 395 shares; 2023Q3: 390 shares; 2023Q4: 791 shares; 2024Q1: 1,078 shares; 2024Q2: 1,230 shares; 2024Q3: 2,096 shares 2,096 $115K 0.03% +866 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,885 shares; 2023Q1: 1,760 shares; 2023Q2: 1,605 shares; 2023Q3: 1,405 shares; 2023Q4: 1,405 shares; 2024Q1: 1,405 shares; 2024Q2: 1,405 shares; 2024Q3: 1,405 shares 1,405 $113K 0.02% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 14,615 shares; 2023Q1: 11,365 shares; 2023Q2: 9,865 shares; 2023Q3: 9,865 shares; 2023Q4: 9,465 shares; 2024Q1: 9,465 shares; 2024Q2: 9,465 shares; 2024Q3: 9,915 shares 9,915 $113K 0.02% +450 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 854 shares; 2023Q1: 854 shares; 2023Q2: 749 shares; 2023Q3: 890 shares; 2023Q4: 539 shares; 2024Q1: 188 shares; 2024Q2: 188 shares; 2024Q3: 188 shares 188 $108K 0.02% 0 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,400 shares; 2023Q1: 2,400 shares; 2023Q2: 2,400 shares; 2023Q3: 2,400 shares; 2023Q4: 2,400 shares; 2024Q1: 2,400 shares; 2024Q2: 2,400 shares; 2024Q3: 2,400 shares 2,400 $108K 0.02% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 900 shares; 2023Q1: 900 shares; 2023Q2: 900 shares; 2023Q3: 1,250 shares; 2023Q4: 1,250 shares; 2024Q1: 1,250 shares; 2024Q2: 1,250 shares; 2024Q3: 1,250 shares 1,250 $105K 0.02% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 222 shares; 2023Q3: 222 shares; 2023Q4: 225 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $104K 0.02% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 615 shares; 2023Q1: 615 shares; 2023Q2: 615 shares; 2023Q3: 615 shares; 2023Q4: 615 shares; 2024Q1: 615 shares; 2024Q2: 615 shares; 2024Q3: 615 shares 615 $103K 0.02% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 100 shares; 2023Q2: 210 shares; 2023Q3: 210 shares; 2023Q4: 210 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 500 shares 500 $101K 0.02% +400 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 107 shares; 2023Q1: 163 shares; 2023Q2: 164 shares; 2023Q3: 171 shares; 2023Q4: 180 shares; 2024Q1: 184 shares; 2024Q2: 167 shares; 2024Q3: 173 shares 173 $101K 0.02% +6 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,954 shares; 2023Q1: 3,950 shares; 2023Q2: 2,450 shares; 2023Q3: 2,450 shares; 2023Q4: 2,450 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares 2,000 $99.4K 0.02% 0 Timeline BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 3,038 shares; 2023Q2: 3,180 shares; 2023Q3: 3,180 shares; 2023Q4: 3,279 shares; 2024Q1: 2,929 shares; 2024Q2: 2,929 shares; 2024Q3: 2,929 shares 2,929 $95.7K 0.02% 0 MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $94.9K 0.02% 0 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 335 shares; 2023Q1: 335 shares; 2023Q2: 335 shares; 2023Q3: 335 shares; 2023Q4: 335 shares; 2024Q1: 325 shares; 2024Q2: 325 shares; 2024Q3: 1,440 shares 1,440 $93.1K 0.02% +1,115 OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,847 shares; 2023Q3: 2,545 shares; 2023Q4: 4,270 shares; 2024Q1: 1,460 shares; 2024Q2: 1,463 shares; 2024Q3: 1,789 shares 1,789 $92.2K 0.02% +326 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 848 shares; 2024Q1: 823 shares; 2024Q2: 823 shares; 2024Q3: 823 shares 823 $92.1K 0.02% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 747 shares; 2023Q1: 747 shares; 2023Q2: 747 shares; 2023Q3: 747 shares; 2023Q4: 747 shares; 2024Q1: 747 shares; 2024Q2: 747 shares; 2024Q3: 852 shares 852 $92K 0.02% +105 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,077 shares; 2023Q1: 1,087 shares; 2023Q2: 1,089 shares; 2023Q3: 1,090 shares; 2023Q4: 1,092 shares; 2024Q1: 1,092 shares; 2024Q2: 1,113 shares; 2024Q3: 1,113 shares 1,113 $91.9K 0.02% 0 Timeline NKSH NATIONAL BANKSHARES INC VA More: the full row for NATIONAL BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,072 shares; 2023Q1: 3,072 shares; 2023Q2: 3,072 shares; 2023Q3: 3,072 shares; 2023Q4: 3,072 shares; 2024Q1: 3,072 shares; 2024Q2: 3,072 shares; 2024Q3: 3,072 shares 3,072 $91.9K 0.02% 0 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 622 shares; 2023Q1: 622 shares; 2023Q2: 622 shares; 2023Q3: 622 shares; 2023Q4: 622 shares; 2024Q1: 622 shares; 2024Q2: 622 shares; 2024Q3: 622 shares 622 $87.3K 0.02% 0 FTSM 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; 2022Q4: 1,975 shares; 2023Q1: 1,975 shares; 2023Q2: 1,975 shares; 2023Q3: 1,975 shares; 2023Q4: 1,975 shares; 2024Q1: 1,975 shares; 2024Q2: 1,975 shares; 2024Q3: 1,415 shares 1,415 $84.7K 0.02% -560 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 226 shares; 2023Q1: 247 shares; 2023Q2: 250 shares; 2023Q3: 201 shares; 2023Q4: 248 shares; 2024Q1: 447 shares; 2024Q2: 607 shares; 2024Q3: 619 shares 619 $84.3K 0.02% +12 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 1,125 shares 1,125 $82.4K 0.02% +1,025 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 517 shares; 2023Q2: 517 shares; 2023Q3: 452 shares; 2023Q4: 452 shares; 2024Q1: 787 shares; 2024Q2: 834 shares; 2024Q3: 1,054 shares 1,054 $81.7K 0.02% +220 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 662 shares; 2023Q1: 382 shares; 2023Q2: 357 shares; 2023Q3: 357 shares; 2023Q4: 357 shares; 2024Q1: 295 shares; 2024Q2: 295 shares; 2024Q3: 315 shares 315 $81.2K 0.02% +20 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 2,200 shares; 2023Q2: 2,200 shares; 2023Q3: 2,200 shares; 2023Q4: 2,200 shares; 2024Q1: 2,200 shares; 2024Q2: 2,200 shares; 2024Q3: 2,767 shares 2,767 $80.5K 0.02% +567 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 51 shares 51 $80K 0.02% +1 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 115 shares; 2024Q1: 406 shares; 2024Q2: 498 shares; 2024Q3: 1,092 shares 1,092 $79.7K 0.02% +594 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,182 shares; 2024Q1: 1,182 shares; 2024Q2: 1,182 shares; 2024Q3: 1,182 shares 1,182 $79.2K 0.02% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 119 shares; 2023Q1: 125 shares; 2023Q2: 131 shares; 2023Q3: 232 shares; 2023Q4: 924 shares; 2024Q1: 1,298 shares; 2024Q2: 1,404 shares; 2024Q3: 1,450 shares 1,450 $79.2K 0.02% +46 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $78.9K 0.02% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 152 shares; 2024Q2: 190 shares; 2024Q3: 392 shares 392 $78.6K 0.02% +202 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 638 shares; 2023Q1: 639 shares; 2023Q2: 639 shares; 2023Q3: 641 shares; 2023Q4: 643 shares; 2024Q1: 392 shares; 2024Q2: 392 shares; 2024Q3: 393 shares 393 $77.8K 0.02% +1 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 100 shares; 2023Q1: 2,338 shares; 2023Q2: 2,354 shares; 2023Q3: 2,366 shares; 2023Q4: 2,368 shares; 2024Q1: 2,370 shares; 2024Q2: 2,372 shares; 2024Q3: 2,267 shares 2,267 $77.4K 0.02% -105 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,610 shares; 2023Q1: 1,610 shares; 2023Q2: 1,610 shares; 2023Q3: 1,610 shares; 2023Q4: 1,715 shares; 2024Q1: 1,715 shares; 2024Q2: 1,715 shares; 2024Q3: 1,715 shares 1,715 $77.2K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 146 shares; 2023Q1: 146 shares; 2023Q2: 146 shares; 2023Q3: 146 shares; 2023Q4: 146 shares; 2024Q1: 146 shares; 2024Q2: 146 shares; 2024Q3: 146 shares 146 $77.1K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,484 shares; 2023Q1: 1,290 shares; 2023Q2: 1,290 shares; 2023Q3: 1,290 shares; 2023Q4: 1,389 shares; 2024Q1: 1,214 shares; 2024Q2: 1,189 shares; 2024Q3: 1,144 shares 1,144 $75.4K 0.02% -45 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 759 shares; 2023Q1: 759 shares; 2023Q2: 759 shares; 2023Q3: 709 shares; 2023Q4: 773 shares; 2024Q1: 723 shares; 2024Q2: 704 shares; 2024Q3: 704 shares 704 $73.2K 0.02% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 480 shares; 2023Q1: 480 shares; 2023Q2: 480 shares; 2023Q3: 480 shares; 2023Q4: 480 shares; 2024Q1: 480 shares; 2024Q2: 330 shares; 2024Q3: 280 shares 280 $72.8K 0.02% -50 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 902 shares; 2024Q1: 902 shares; 2024Q2: 906 shares; 2024Q3: 908 shares 908 $71.7K 0.02% +2 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 505 shares; 2023Q1: 505 shares; 2023Q2: 555 shares; 2023Q3: 555 shares; 2023Q4: 805 shares; 2024Q1: 805 shares; 2024Q2: 805 shares; 2024Q3: 805 shares 805 $71.2K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,610 shares; 2023Q1: 4,309 shares; 2023Q2: 905 shares; 2023Q3: 873 shares; 2023Q4: 1,412 shares; 2024Q1: 324 shares; 2024Q2: 330 shares; 2024Q3: 451 shares 451 $70.3K 0.02% +121 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 859 shares; 2024Q1: 859 shares; 2024Q2: 859 shares; 2024Q3: 859 shares 859 $70.2K 0.02% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 824 shares; 2023Q1: 824 shares; 2023Q2: 1,504 shares; 2023Q3: 1,348 shares; 2023Q4: 1,348 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $69.5K 0.02% 0 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,000 shares; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares 2,000 $66.4K 0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 560 shares; 2023Q1: 560 shares; 2023Q2: 560 shares; 2023Q3: 560 shares; 2023Q4: 560 shares; 2024Q1: 560 shares; 2024Q2: 500 shares; 2024Q3: 440 shares 440 $65.8K 0.01% -60 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 523 shares; 2023Q1: 519 shares; 2023Q2: 520 shares; 2023Q3: 562 shares; 2023Q4: 613 shares; 2024Q1: 610 shares; 2024Q2: 611 shares; 2024Q3: 636 shares 636 $65.8K 0.01% +25 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 575 shares; 2023Q1: 679 shares; 2023Q2: 687 shares; 2023Q3: 867 shares; 2023Q4: 799 shares; 2024Q1: 804 shares; 2024Q2: 808 shares; 2024Q3: 838 shares 838 $65.4K 0.01% +30 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 155 shares; 2023Q1: 167 shares; 2023Q2: 170 shares; 2023Q3: 188 shares; 2023Q4: 203 shares; 2024Q1: 204 shares; 2024Q2: 204 shares; 2024Q3: 213 shares 213 $64.4K 0.01% +9 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 40 shares; 2023Q1: 1,335 shares; 2023Q2: 1,335 shares; 2023Q3: 1,338 shares; 2023Q4: 1,339 shares; 2024Q1: 1,340 shares; 2024Q2: 1,241 shares; 2024Q3: 1,283 shares 1,283 $63.7K 0.01% +42 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 800 shares; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares 800 $63.6K 0.01% 0 Timeline UHT UNIVERSAL HEALTH RLTY INCOME More: the full row for UNIVERSAL HEALTH RLTY INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 331 shares; 2023Q1: 1,797 shares; 2023Q2: 1,801 shares; 2023Q3: 1,930 shares; 2023Q4: 1,933 shares; 2024Q1: 1,976 shares; 2024Q2: 1,557 shares; 2024Q3: 1,389 shares 1,389 $63.5K 0.01% -168 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 190 shares; 2023Q3: 290 shares; 2023Q4: 290 shares; 2024Q1: 433 shares; 2024Q2: 567 shares; 2024Q3: 647 shares 647 $63.1K 0.01% +80 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,021 shares; 2024Q1: 871 shares; 2024Q2: 871 shares; 2024Q3: 871 shares 871 $62.5K 0.01% 0 Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 903 shares; 2023Q2: 908 shares; 2023Q3: 982 shares; 2023Q4: 983 shares; 2024Q1: 985 shares; 2024Q2: 987 shares; 2024Q3: 963 shares 963 $61.8K 0.01% -24 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 244 shares; 2023Q2: 244 shares; 2023Q3: 243 shares; 2023Q4: 405 shares; 2024Q1: 405 shares; 2024Q2: 852 shares; 2024Q3: 1,612 shares 1,612 $60.5K 0.01% +760 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 575 shares; 2023Q3: 575 shares; 2023Q4: 575 shares; 2024Q1: 575 shares; 2024Q2: 575 shares; 2024Q3: 575 shares 575 $60.5K 0.01% 0 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $58.1K 0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 65 shares; 2023Q2: 65 shares; 2023Q3: 445 shares; 2023Q4: 603 shares; 2024Q1: 946 shares; 2024Q2: 1,153 shares; 2024Q3: 1,252 shares 1,252 $57K 0.01% +99 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 579 shares; 2023Q1: 579 shares; 2023Q2: 579 shares; 2023Q3: 579 shares; 2023Q4: 579 shares; 2024Q1: 529 shares; 2024Q2: 529 shares; 2024Q3: 529 shares 529 $56.5K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 218 shares; 2023Q1: 218 shares; 2023Q2: 218 shares; 2023Q3: 218 shares; 2023Q4: 218 shares; 2024Q1: 218 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $52.4K 0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,040 shares 1,040 $50.9K 0.01% +40 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 417 shares 417 $49.6K 0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 405 shares; 2023Q3: 678 shares; 2023Q4: 1,032 shares; 2024Q1: 114 shares; 2024Q2: 114 shares; 2024Q3: 411 shares 411 $48.9K 0.01% +297 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,312 shares; 2024Q1: 2,312 shares; 2024Q2: 2,312 shares; 2024Q3: 2,312 shares 2,312 $48.8K 0.01% 0 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; 2022Q4: 242 shares; 2023Q1: 242 shares; 2023Q2: 232 shares; 2023Q3: 232 shares; 2023Q4: 232 shares; 2024Q1: 232 shares; 2024Q2: 232 shares; 2024Q3: 230 shares 230 $48.7K 0.01% -2 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 561 shares; 2023Q1: 563 shares; 2023Q2: 568 shares; 2023Q3: 573 shares; 2023Q4: 579 shares; 2024Q1: 583 shares; 2024Q2: 589 shares; 2024Q3: 594 shares 594 $47.2K 0.01% +5 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 102 shares; 2023Q1: 102 shares; 2023Q2: 102 shares; 2023Q3: 102 shares; 2023Q4: 102 shares; 2024Q1: 102 shares; 2024Q2: 102 shares; 2024Q3: 102 shares 102 $45.9K 0.01% 0 Timeline FLIN 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 30 shares; 2024Q1: 511 shares; 2024Q2: 620 shares; 2024Q3: 1,091 shares 1,091 $45.7K 0.01% +471 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,000 shares; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares 2,000 $44.3K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 960 shares; 2023Q1: 960 shares; 2023Q2: 960 shares; 2023Q3: 960 shares; 2023Q4: 960 shares; 2024Q1: 960 shares; 2024Q2: 960 shares; 2024Q3: 960 shares 960 $43.8K 0.01% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 170 shares; 2023Q1: 170 shares; 2023Q2: 170 shares; 2023Q3: 170 shares; 2023Q4: 170 shares; 2024Q1: 170 shares; 2024Q2: 170 shares; 2024Q3: 170 shares 170 $43.1K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 520 shares; 2023Q1: 520 shares; 2023Q2: 520 shares; 2023Q3: 320 shares; 2023Q4: 320 shares; 2024Q1: 320 shares; 2024Q2: 320 shares; 2024Q3: 320 shares 320 $42.9K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,815 shares; 2023Q1: 1,815 shares; 2023Q2: 1,815 shares; 2023Q3: 1,915 shares; 2023Q4: 2,129 shares; 2024Q1: 550 shares; 2024Q2: 550 shares; 2024Q3: 550 shares 550 $42.9K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,837 shares; 2023Q1: 2,481 shares; 2023Q2: 2,481 shares; 2023Q3: 1,475 shares; 2023Q4: 1,475 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 311 shares 311 $42K 0.01% +291 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,400 shares; 2023Q1: 4,400 shares; 2023Q2: 4,400 shares; 2023Q3: 4,400 shares; 2023Q4: 3,300 shares; 2024Q1: 3,300 shares; 2024Q2: 3,300 shares; 2024Q3: 3,260 shares 3,260 $42K 0.01% -40 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 181 shares; 2023Q1: 182 shares; 2023Q2: 216 shares; 2023Q3: 267 shares; 2023Q4: 282 shares; 2024Q1: 267 shares; 2024Q2: 268 shares; 2024Q3: 295 shares 295 $41.3K 0.01% +27 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 189 shares; 2023Q1: 347 shares; 2023Q2: 350 shares; 2023Q3: 351 shares; 2023Q4: 351 shares; 2024Q1: 347 shares; 2024Q2: 348 shares; 2024Q3: 374 shares 374 $41.2K 0.01% +26 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 117 shares; 2023Q1: 117 shares; 2023Q2: 488 shares; 2023Q3: 531 shares; 2023Q4: 531 shares; 2024Q1: 382 shares; 2024Q2: 382 shares; 2024Q3: 383 shares 383 $39.9K 0.01% +1 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $39.8K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 430 shares; 2024Q1: 430 shares; 2024Q2: 430 shares; 2024Q3: 430 shares 430 $39.3K 0.01% 0 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares 1,000 $39.1K 0.01% new Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 71 shares; 2023Q1: 134 shares; 2023Q2: 143 shares; 2023Q3: 195 shares; 2023Q4: 191 shares; 2024Q1: 190 shares; 2024Q2: 189 shares; 2024Q3: 422 shares 422 $37.9K 0.01% +233 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 550 shares; 2023Q1: 552 shares; 2023Q2: 350 shares; 2023Q3: 321 shares; 2023Q4: 321 shares; 2024Q1: 322 shares; 2024Q2: 322 shares; 2024Q3: 322 shares 322 $37.9K 0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 610 shares; 2023Q1: 610 shares; 2023Q2: 610 shares; 2023Q3: 610 shares; 2023Q4: 610 shares; 2024Q1: 610 shares; 2024Q2: 610 shares; 2024Q3: 610 shares 610 $37.8K 0.01% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 525 shares; 2023Q1: 525 shares; 2023Q2: 525 shares; 2023Q3: 525 shares; 2023Q4: 525 shares; 2024Q1: 525 shares; 2024Q2: 525 shares; 2024Q3: 525 shares 525 $37.6K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,107 shares; 2023Q1: 1,107 shares; 2023Q2: 1,107 shares; 2023Q3: 1,107 shares; 2023Q4: 1,107 shares; 2024Q1: 1,107 shares; 2024Q2: 1,107 shares; 2024Q3: 1,107 shares 1,107 $37.5K 0.01% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 412 shares; 2023Q1: 412 shares; 2023Q2: 412 shares; 2023Q3: 825 shares; 2023Q4: 825 shares; 2024Q1: 825 shares; 2024Q2: 825 shares; 2024Q3: 825 shares 825 $37K 0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 675 shares; 2023Q1: 1,273 shares; 2023Q2: 1,439 shares; 2023Q3: 1,771 shares; 2023Q4: 1,867 shares; 2024Q1: 38 shares; 2024Q2: 38 shares; 2024Q3: 138 shares 138 $36.1K 0.01% +100 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 596 shares; 2023Q1: 596 shares; 2023Q2: 404 shares; 2023Q3: 405 shares; 2023Q4: 405 shares; 2024Q1: 406 shares; 2024Q2: 405 shares; 2024Q3: 432 shares 432 $35.6K 0.01% +27 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 320 shares; 2023Q1: 449 shares; 2023Q2: 549 shares; 2023Q3: 551 shares; 2023Q4: 551 shares; 2024Q1: 551 shares; 2024Q2: 553 shares; 2024Q3: 381 shares 381 $35.5K 0.01% -172 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 383 shares; 2023Q3: 528 shares; 2023Q4: 601 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $35.5K 0.01% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares 1,000 $34K 0.01% new Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 20 shares; 2024Q2: 220 shares; 2024Q3: 283 shares 283 $33.6K 0.01% +63 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 352 shares 352 $33K 0.01% new Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 838 shares; 2023Q4: 838 shares; 2024Q1: 838 shares; 2024Q2: 838 shares; 2024Q3: 821 shares 821 $32.7K 0.01% -17 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,190 shares; 2023Q1: 1,190 shares; 2023Q2: 690 shares; 2023Q3: 690 shares; 2023Q4: 690 shares; 2024Q1: 690 shares; 2024Q2: 690 shares; 2024Q3: 320 shares 320 $32.2K 0.01% -370 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7 shares; 2023Q1: 27 shares; 2023Q2: 426 shares; 2023Q3: 554 shares; 2023Q4: 885 shares; 2024Q1: 126 shares; 2024Q2: 126 shares; 2024Q3: 139 shares 139 $31.9K 0.01% +13 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 90 shares; 2023Q1: 90 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares 1,000 $31.8K 0.01% new Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 954 shares; 2023Q4: 715 shares; 2024Q1: 715 shares; 2024Q2: 715 shares; 2024Q3: 639 shares 639 $31.6K 0.01% -76 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,344 shares; 2023Q1: 5,319 shares; 2023Q2: 2,154 shares; 2023Q3: 3,026 shares; 2023Q4: 2,718 shares; 2024Q1: 255 shares; 2024Q2: 255 shares; 2024Q3: 255 shares 255 $31.3K 0.01% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 691 shares; 2023Q1: 691 shares; 2023Q2: 691 shares; 2023Q3: 691 shares; 2023Q4: 691 shares; 2024Q1: 691 shares; 2024Q2: 691 shares; 2024Q3: 691 shares 691 $31.3K 0.01% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 270 shares; 2023Q1: 270 shares; 2023Q2: 270 shares; 2023Q3: 270 shares; 2023Q4: 270 shares; 2024Q1: 270 shares; 2024Q2: 270 shares; 2024Q3: 270 shares 270 $31K 0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 560 shares; 2023Q1: 623 shares; 2023Q2: 1,080 shares; 2023Q3: 1,137 shares; 2023Q4: 1,139 shares; 2024Q1: 454 shares; 2024Q2: 454 shares; 2024Q3: 457 shares 457 $31K 0.01% +3 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,300 shares; 2023Q1: 3,300 shares; 2023Q2: 3,300 shares; 2023Q3: 3,300 shares; 2023Q4: 3,300 shares; 2024Q1: 3,300 shares; 2024Q2: 3,300 shares; 2024Q3: 3,300 shares 3,300 $30.6K 0.01% 0 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; 2022Q4: 190 shares; 2023Q1: 190 shares; 2023Q2: 190 shares; 2023Q3: 190 shares; 2023Q4: 190 shares; 2024Q1: 190 shares; 2024Q2: 190 shares; 2024Q3: 190 shares 190 $30.2K 0.01% 0 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 387 shares; 2023Q1: 598 shares; 2023Q2: 598 shares; 2023Q3: 596 shares; 2023Q4: 596 shares; 2024Q1: 592 shares; 2024Q2: 590 shares; 2024Q3: 305 shares 305 $30.1K 0.01% -285 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 47,887 shares; 2023Q1: 45,529 shares; 2023Q2: 41,225 shares; 2023Q3: 26,679 shares; 2023Q4: 22,676 shares; 2024Q1: 1,574 shares; 2024Q2: 1,574 shares; 2024Q3: 1,352 shares 1,352 $29.7K 0.01% -222 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 75 shares 75 $29.4K 0.01% new Timeline GCV GABELLI CONV & INC SECS FD I More: the full row for GABELLI CONV & INC SECS FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,549 shares; 2023Q1: 1,591 shares; 2023Q2: 1,635 shares; 2023Q3: 1,688 shares; 2023Q4: 1,745 shares; 2024Q1: 1,802 shares; 2024Q2: 1,863 shares; 2024Q3: 7,767 shares 7,767 $28.5K 0.01% +5,904 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 315 shares; 2023Q1: 215 shares; 2023Q2: 215 shares; 2023Q3: 215 shares; 2023Q4: 315 shares; 2024Q1: 215 shares; 2024Q2: 215 shares; 2024Q3: 315 shares 315 $27.7K 0.01% +100 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 653 shares; 2023Q4: 653 shares; 2024Q1: 653 shares; 2024Q2: 653 shares; 2024Q3: 649 shares 649 $27.4K 0.01% -4 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 230 shares; 2024Q2: 481 shares; 2024Q3: 539 shares 539 $27.1K 0.01% +58 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,000 shares; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 1,800 shares; 2024Q2: 1,800 shares; 2024Q3: 1,800 shares 1,800 $25.9K 0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 357 shares; 2023Q1: 357 shares; 2023Q2: 867 shares; 2023Q3: 933 shares; 2023Q4: 935 shares; 2024Q1: 499 shares; 2024Q2: 499 shares; 2024Q3: 503 shares 503 $25.9K 0.01% +4 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 700 shares; 2023Q1: 700 shares; 2023Q2: 700 shares; 2023Q3: 700 shares; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares 700 $25.7K 0.01% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 40 shares; 2023Q1: 538 shares; 2023Q2: 568 shares; 2023Q3: 674 shares; 2023Q4: 688 shares; 2024Q1: 38 shares; 2024Q2: 38 shares; 2024Q3: 43 shares 43 $24.6K 0.01% +5 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 330 shares; 2023Q1: 330 shares; 2023Q2: 330 shares; 2023Q3: 330 shares; 2023Q4: 330 shares; 2024Q1: 330 shares; 2024Q2: 290 shares; 2024Q3: 290 shares 290 $24.2K 0.01% 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,922 shares; 2023Q3: 6,671 shares; 2023Q4: 6,067 shares; 2024Q1: 5,504 shares; 2024Q2: 5,234 shares; 2024Q3: 86 shares 86 $24.1K 0.01% -5,148 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 52 shares; 2024Q1: 71 shares; 2024Q2: 71 shares; 2024Q3: 82 shares 82 $23.9K 0.01% +11 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 62 shares; 2023Q1: 62 shares; 2023Q2: 62 shares; 2023Q3: 62 shares; 2023Q4: 122 shares; 2024Q1: 122 shares; 2024Q2: 312 shares; 2024Q3: 417 shares 417 $23.9K 0.01% +105 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 249 shares; 2023Q1: 252 shares; 2023Q2: 255 shares; 2023Q3: 260 shares; 2023Q4: 362 shares; 2024Q1: 366 shares; 2024Q2: 371 shares; 2024Q3: 375 shares 375 $23.5K 0.01% +4 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $23.5K 0.01% 0 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 135 shares; 2023Q1: 135 shares; 2023Q2: 135 shares; 2023Q3: 405 shares; 2023Q4: 405 shares; 2024Q1: 405 shares; 2024Q2: 405 shares; 2024Q3: 405 shares 405 $23.3K 0.01% 0 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 875 shares; 2023Q1: 475 shares; 2023Q2: 475 shares; 2023Q3: 475 shares; 2023Q4: 475 shares; 2024Q1: 475 shares; 2024Q2: 475 shares; 2024Q3: 724 shares 724 $23.1K 0.01% +249 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 708 shares; 2023Q3: 737 shares; 2023Q4: 759 shares; 2024Q1: 673 shares; 2024Q2: 673 shares; 2024Q3: 678 shares 678 $21.9K <0.01% +5 Timeline FIRST LONG IS CORP FIRST LONG IS CORP More: the full row for FIRST LONG IS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 202 shares; 2023Q1: 4,576 shares; 2023Q2: 4,576 shares; 2023Q3: 5,016 shares; 2023Q4: 1,931 shares; 2024Q1: 1,461 shares; 2024Q2: 1,577 shares; 2024Q3: 1,689 shares 1,689 $21.7K <0.01% +112 VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 211 shares; 2023Q1: 211 shares; 2023Q2: 211 shares; 2023Q3: 211 shares; 2023Q4: 211 shares; 2024Q1: 143 shares; 2024Q2: 143 shares; 2024Q3: 124 shares 124 $21.6K <0.01% -19 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 414 shares; 2023Q1: 414 shares; 2023Q2: 414 shares; 2023Q3: 402 shares; 2023Q4: 348 shares; 2024Q1: 348 shares; 2024Q2: 348 shares; 2024Q3: 275 shares 275 $21.3K <0.01% -73 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 330 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $21.2K <0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $20.7K <0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 300 shares 300 $20.5K <0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 35 shares; 2023Q1: 35 shares; 2023Q2: 35 shares; 2023Q3: 36 shares; 2023Q4: 172 shares; 2024Q1: 172 shares; 2024Q2: 376 shares; 2024Q3: 418 shares 418 $20.4K <0.01% +42 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12 shares; 2023Q1: 138 shares; 2023Q2: 145 shares; 2023Q3: 176 shares; 2023Q4: 230 shares; 2024Q1: 230 shares; 2024Q2: 228 shares; 2024Q3: 149 shares 149 $20.3K <0.01% -79 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 280 shares; 2023Q3: 282 shares; 2023Q4: 283 shares; 2024Q1: 276 shares; 2024Q2: 276 shares; 2024Q3: 279 shares 279 $20K <0.01% +3 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,259 shares; 2023Q1: 1,306 shares; 2023Q2: 1,318 shares; 2023Q3: 1,153 shares; 2023Q4: 1,955 shares; 2024Q1: 119 shares; 2024Q2: 119 shares; 2024Q3: 110 shares 110 $19.9K <0.01% -9 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; 2022Q4: 0 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 159 shares; 2024Q1: 159 shares; 2024Q2: 109 shares; 2024Q3: 109 shares 109 $19.6K <0.01% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 387 shares; 2023Q2: 410 shares; 2023Q3: 550 shares; 2023Q4: 560 shares; 2024Q1: 567 shares; 2024Q2: 555 shares; 2024Q3: 622 shares 622 $19.6K <0.01% +67 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 60 shares; 2023Q1: 60 shares; 2023Q2: 87 shares; 2023Q3: 87 shares; 2023Q4: 87 shares; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares 60 $19.4K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 498 shares; 2023Q1: 498 shares; 2023Q2: 498 shares; 2023Q3: 498 shares; 2023Q4: 498 shares; 2024Q1: 498 shares; 2024Q2: 498 shares; 2024Q3: 498 shares 498 $19.2K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 508 shares; 2024Q3: 273 shares 273 $19K <0.01% -235 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 94 shares; 2023Q4: 94 shares; 2024Q1: 94 shares; 2024Q2: 94 shares; 2024Q3: 94 shares 94 $18.9K <0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 170 shares; 2023Q1: not reported; 2023Q2: 643 shares; 2023Q3: 643 shares; 2023Q4: 665 shares; 2024Q1: 645 shares; 2024Q2: 645 shares; 2024Q3: 646 shares 646 $18.8K <0.01% +1 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; 2022Q4: 4,406 shares; 2023Q1: 4,406 shares; 2023Q2: 4,406 shares; 2023Q3: 4,406 shares; 2023Q4: 324 shares; 2024Q1: 324 shares; 2024Q2: 324 shares; 2024Q3: 324 shares 324 $18.7K <0.01% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 21 shares; 2023Q1: 21 shares; 2023Q2: 22 shares; 2023Q3: 31 shares; 2023Q4: 36 shares; 2024Q1: 25 shares; 2024Q2: 17 shares; 2024Q3: 20 shares 20 $18.7K <0.01% +3 EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1 shares; 2023Q1: 1 shares; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 26 shares; 2024Q1: 126 shares; 2024Q2: 126 shares; 2024Q3: 126 shares 126 $18.7K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,531 shares; 2023Q1: 3,556 shares; 2023Q2: 3,530 shares; 2023Q3: 2,001 shares; 2023Q4: 2,530 shares; 2024Q1: 1,736 shares; 2024Q2: 336 shares; 2024Q3: 436 shares 436 $18.6K <0.01% +100 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 116 shares; 2023Q1: 147 shares; 2023Q2: 160 shares; 2023Q3: 210 shares; 2023Q4: 262 shares; 2024Q1: 276 shares; 2024Q2: 277 shares; 2024Q3: 305 shares 305 $18.2K <0.01% +28 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,600 shares; 2023Q1: 1,600 shares; 2023Q2: 1,600 shares; 2023Q3: 1,600 shares; 2023Q4: 1,600 shares; 2024Q1: 1,600 shares; 2024Q2: 1,600 shares; 2024Q3: 1,600 shares 1,600 $17.9K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $17.8K <0.01% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 350 shares; 2024Q3: 350 shares 350 $17.7K <0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $17.6K <0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 458 shares; 2023Q3: 458 shares; 2023Q4: 470 shares; 2024Q1: 456 shares; 2024Q2: 456 shares; 2024Q3: 457 shares 457 $17.6K <0.01% +1 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 214 shares; 2023Q1: 214 shares; 2023Q2: 214 shares; 2023Q3: 139 shares; 2023Q4: 139 shares; 2024Q1: 139 shares; 2024Q2: 139 shares; 2024Q3: 124 shares 124 $17.6K <0.01% -15 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 373 shares; 2023Q1: 373 shares; 2023Q2: 373 shares; 2023Q3: 373 shares; 2023Q4: 373 shares; 2024Q1: 373 shares; 2024Q2: 373 shares; 2024Q3: 373 shares 373 $17.6K <0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 22 shares; 2023Q1: 180 shares; 2023Q2: 201 shares; 2023Q3: 273 shares; 2023Q4: 275 shares; 2024Q1: 276 shares; 2024Q2: 271 shares; 2024Q3: 291 shares 291 $17.3K <0.01% +20 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 135 shares; 2023Q1: 135 shares; 2023Q2: 135 shares; 2023Q3: 135 shares; 2023Q4: 135 shares; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares 135 $17.3K <0.01% 0 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $17.2K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 17 shares; 2023Q1: 62 shares; 2023Q2: 69 shares; 2023Q3: 96 shares; 2023Q4: 170 shares; 2024Q1: 171 shares; 2024Q2: 171 shares; 2024Q3: 214 shares 214 $17.2K <0.01% +43 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 496 shares; 2023Q3: 496 shares; 2023Q4: 498 shares; 2024Q1: 498 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $17.1K <0.01% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 229 shares 229 $17K <0.01% new Timeline PAI WESTERN ASSET INVESTMENT GRA More: the full row for WESTERN ASSET INVESTMENT GRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,100 shares; 2023Q1: 10,100 shares; 2023Q2: 10,100 shares; 2023Q3: 10,100 shares; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 1,300 shares 1,300 $16.7K <0.01% -1,200 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 239 shares; 2023Q4: 239 shares; 2024Q1: 239 shares; 2024Q2: 239 shares; 2024Q3: 214 shares 214 $16.6K <0.01% -25 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 28 shares; 2023Q1: 34 shares; 2023Q2: 40 shares; 2023Q3: 161 shares; 2023Q4: 231 shares; 2024Q1: 238 shares; 2024Q2: 240 shares; 2024Q3: 273 shares 273 $16.5K <0.01% +33 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $16.1K <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 675 shares; 2023Q1: 475 shares; 2023Q2: 475 shares; 2023Q3: 475 shares; 2023Q4: 475 shares; 2024Q1: 475 shares; 2024Q2: 175 shares; 2024Q3: 176 shares 176 $15.9K <0.01% +1 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 865 shares; 2023Q1: 883 shares; 2023Q2: 900 shares; 2023Q3: 918 shares; 2023Q4: 937 shares; 2024Q1: 955 shares; 2024Q2: 974 shares; 2024Q3: 991 shares 991 $15.6K <0.01% +17 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 87 shares; 2023Q1: 106 shares; 2023Q2: 118 shares; 2023Q3: 258 shares; 2023Q4: 307 shares; 2024Q1: 318 shares; 2024Q2: 328 shares; 2024Q3: 379 shares 379 $15.5K <0.01% +51 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 733 shares 733 $15.5K <0.01% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 211 shares; 2023Q1: 278 shares; 2023Q2: 278 shares; 2023Q3: 278 shares; 2023Q4: 279 shares; 2024Q1: 279 shares; 2024Q2: 279 shares; 2024Q3: 176 shares 176 $15.5K <0.01% -103 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 12 shares; 2023Q2: 12 shares; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $15.3K <0.01% 0 STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $15.2K <0.01% 0 Timeline FTCS 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 38 shares; 2023Q3: 13 shares; 2023Q4: 20 shares; 2024Q1: 161 shares; 2024Q2: 162 shares; 2024Q3: 162 shares 162 $14.7K <0.01% 0 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares 600 $14.7K <0.01% 0 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $14.6K <0.01% 0 Timeline BROOKFIELD INFRASTRUCT FCLA… BROOKFIELD INFRASTRUCT FCLASS … More: the full row for BROOKFIELD INFRASTRUCT FCLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 31,211 shares; 2023Q1: 31,211 shares; 2023Q2: 31,203 shares; 2023Q3: 31,486 shares; 2023Q4: 386 shares; 2024Q1: 386 shares; 2024Q2: 336 shares; 2024Q3: 336 shares 336 $14.6K <0.01% 0 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; 2022Q4: 450 shares; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares 350 $14.4K <0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 21 shares; 2023Q1: 51 shares; 2023Q2: 56 shares; 2023Q3: 86 shares; 2023Q4: 112 shares; 2024Q1: 113 shares; 2024Q2: 115 shares; 2024Q3: 139 shares 139 $14.4K <0.01% +24 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; 2022Q4: 34 shares; 2023Q1: 84 shares; 2023Q2: 84 shares; 2023Q3: 84 shares; 2023Q4: 84 shares; 2024Q1: 92 shares; 2024Q2: 92 shares; 2024Q3: 92 shares 92 $14.2K <0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 39 shares; 2023Q1: 134 shares; 2023Q2: 148 shares; 2023Q3: 378 shares; 2023Q4: 469 shares; 2024Q1: 489 shares; 2024Q2: 496 shares; 2024Q3: 562 shares 562 $14.1K <0.01% +66 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 17 shares; 2023Q1: 40 shares; 2023Q2: 44 shares; 2023Q3: 76 shares; 2023Q4: 76 shares; 2024Q1: 77 shares; 2024Q2: 75 shares; 2024Q3: 104 shares 104 $14K <0.01% +29 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 21 shares; 2023Q1: 54 shares; 2023Q2: 55 shares; 2023Q3: 175 shares; 2023Q4: 211 shares; 2024Q1: 216 shares; 2024Q2: 219 shares; 2024Q3: 241 shares 241 $13.9K <0.01% +22 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 88 shares; 2023Q2: 88 shares; 2023Q3: 88 shares; 2023Q4: 88 shares; 2024Q1: 88 shares; 2024Q2: 88 shares; 2024Q3: 196 shares 196 $13.7K <0.01% +108 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 167 shares; 2023Q1: 167 shares; 2023Q2: 167 shares; 2023Q3: 168 shares; 2023Q4: 168 shares; 2024Q1: 168 shares; 2024Q2: 168 shares; 2024Q3: 169 shares 169 $13.6K <0.01% +1 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $13.5K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $13.4K <0.01% 0 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 97 shares; 2023Q1: 97 shares; 2023Q2: 97 shares; 2023Q3: 291 shares; 2023Q4: 291 shares; 2024Q1: 291 shares; 2024Q2: 291 shares; 2024Q3: 291 shares 291 $13.2K <0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 141 shares; 2023Q4: 177 shares; 2024Q1: 179 shares; 2024Q2: 182 shares; 2024Q3: 209 shares 209 $13K <0.01% +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; 2022Q4: 50 shares; 2023Q1: 75 shares; 2023Q2: 143 shares; 2023Q3: 143 shares; 2023Q4: 193 shares; 2024Q1: 125 shares; 2024Q2: 85 shares; 2024Q3: 85 shares 85 $12.9K <0.01% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,070 shares; 2023Q3: 328 shares; 2023Q4: 221 shares; 2024Q1: 102 shares; 2024Q2: 100 shares; 2024Q3: 122 shares 122 $12.8K <0.01% +22 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 29,426 shares; 2023Q4: 27,186 shares; 2024Q1: 27,358 shares; 2024Q2: 196 shares; 2024Q3: 197 shares 197 $12.8K <0.01% +1 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $12.7K <0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $12.6K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 176 shares; 2023Q1: 176 shares; 2023Q2: 176 shares; 2023Q3: 176 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $12.6K <0.01% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 46 shares 46 $12.5K <0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8 shares; 2023Q1: 17 shares; 2023Q2: 18 shares; 2023Q3: 31 shares; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 33 shares; 2024Q3: 42 shares 42 $12.1K <0.01% +9 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 225 shares; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 160 shares; 2024Q1: 107 shares; 2024Q2: 73 shares; 2024Q3: 85 shares 85 $12.1K <0.01% +12 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 265 shares; 2023Q1: 265 shares; 2023Q2: 265 shares; 2023Q3: 265 shares; 2023Q4: 265 shares; 2024Q1: 265 shares; 2024Q2: 265 shares; 2024Q3: 265 shares 265 $12K <0.01% 0 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 135 shares; 2023Q1: 135 shares; 2023Q2: 135 shares; 2023Q3: 135 shares; 2023Q4: 135 shares; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares 135 $11.7K <0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 106 shares; 2024Q2: 219 shares; 2024Q3: 220 shares 220 $11.7K <0.01% +1 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 91 shares; 2023Q1: 91 shares; 2023Q2: 355 shares; 2023Q3: 452 shares; 2023Q4: 452 shares; 2024Q1: 279 shares; 2024Q2: 279 shares; 2024Q3: 281 shares 281 $11.5K <0.01% +2 Timeline BLMN BLOOMIN BRANDS INC More: the full row for BLOOMIN BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 89 shares; 2023Q2: 152 shares; 2023Q3: 376 shares; 2023Q4: 459 shares; 2024Q1: 486 shares; 2024Q2: 528 shares; 2024Q3: 696 shares 696 $11.5K <0.01% +168 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,300 shares; 2023Q1: 3,300 shares; 2023Q2: 3,300 shares; 2023Q3: 3,300 shares; 2023Q4: 1,100 shares; 2024Q1: 1,100 shares; 2024Q2: 1,100 shares; 2024Q3: 1,100 shares 1,100 $11.5K <0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,517 shares; 2023Q1: 2,847 shares; 2023Q2: 2,833 shares; 2023Q3: 2,968 shares; 2023Q4: 922 shares; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares 135 $11.4K <0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 225 shares; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares; 2024Q2: 225 shares; 2024Q3: 225 shares 225 $11.4K <0.01% 0 Timeline LLYVA LIBERTY MEDIA CORP More: the full row for LIBERTY MEDIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 215 shares; 2024Q1: 215 shares; 2024Q2: 215 shares; 2024Q3: 227 shares 227 $11.2K <0.01% +12 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $11.1K <0.01% 0 Timeline PATTERSON COS INC PATTERSON COS INC More: the full row for PATTERSON COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 600 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 500 shares 500 $10.9K <0.01% +300 IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $10.8K <0.01% 0 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; 2022Q4: 13 shares; 2023Q1: 37 shares; 2023Q2: 38 shares; 2023Q3: 39 shares; 2023Q4: 39 shares; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 49 shares 49 $10.6K <0.01% +13 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 28 shares 28 $10.5K <0.01% +8 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 14 shares; 2023Q4: 12 shares; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares 8 $10.5K <0.01% 0 Timeline BLACKROCK MUN INCOME TR BLACKROCK MUN INCOME TR More: the full row for BLACKROCK MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 112 shares; 2023Q1: 112 shares; 2023Q2: 112 shares; 2023Q3: 112 shares; 2023Q4: 112 shares; 2024Q1: 112 shares; 2024Q2: 112 shares; 2024Q3: 990 shares 990 $10.5K <0.01% +878 UCC PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 244 shares; 2023Q1: 244 shares; 2023Q2: 244 shares; 2023Q3: 244 shares; 2023Q4: 244 shares; 2024Q1: 244 shares; 2024Q2: 244 shares; 2024Q3: 244 shares 244 $10.3K <0.01% 0 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 174 shares; 2023Q1: 174 shares; 2023Q2: 174 shares; 2023Q3: 174 shares; 2023Q4: 174 shares; 2024Q1: 174 shares; 2024Q2: 174 shares; 2024Q3: 174 shares 174 $10.3K <0.01% 0 Timeline MATW MATTHEWS INTL CORP More: the full row for MATTHEWS INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 63 shares; 2023Q1: 44 shares; 2023Q2: 44 shares; 2023Q3: 43 shares; 2023Q4: 43 shares; 2024Q1: 259 shares; 2024Q2: 365 shares; 2024Q3: 439 shares 439 $10.2K <0.01% +74 Timeline VNM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 504 shares; 2023Q1: 504 shares; 2023Q2: 504 shares; 2023Q3: 505 shares; 2023Q4: 789 shares; 2024Q1: 790 shares; 2024Q2: 790 shares; 2024Q3: 790 shares 790 $10.1K <0.01% 0 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 124 shares; 2023Q1: 124 shares; 2023Q2: 124 shares; 2023Q3: 124 shares; 2023Q4: 124 shares; 2024Q1: 124 shares; 2024Q2: 124 shares; 2024Q3: 124 shares 124 $10.1K <0.01% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $10.1K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 885 shares; 2023Q4: 1,167 shares; 2024Q1: 270 shares; 2024Q2: 270 shares; 2024Q3: 270 shares 270 $10K <0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,717 shares; 2023Q1: 1,817 shares; 2023Q2: 1,200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 209 shares 209 $10K <0.01% +9 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 187 shares; 2023Q1: 187 shares; 2023Q2: 187 shares; 2023Q3: 187 shares; 2023Q4: 437 shares; 2024Q1: 187 shares; 2024Q2: 187 shares; 2024Q3: 187 shares 187 $9.99K <0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 50 shares; 2023Q1: 150 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 250 shares; 2024Q1: 950 shares; 2024Q2: 950 shares; 2024Q3: 300 shares 300 $9.97K <0.01% -650 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 700 shares; 2023Q1: 700 shares; 2023Q2: 700 shares; 2023Q3: 890 shares; 2023Q4: 799 shares; 2024Q1: 799 shares; 2024Q2: 799 shares; 2024Q3: 799 shares 799 $9.87K <0.01% 0 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 110 shares; 2024Q2: 110 shares; 2024Q3: 110 shares 110 $9.62K <0.01% 0 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,608 shares; 2023Q1: 1,638 shares; 2023Q2: 1,671 shares; 2023Q3: 1,705 shares; 2023Q4: 1,746 shares; 2024Q1: 1,792 shares; 2024Q2: 1,785 shares; 2024Q3: 1,829 shares 1,829 $9.51K <0.01% +44 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,210 shares; 2023Q1: 10,560 shares; 2023Q2: 10,270 shares; 2023Q3: 9,570 shares; 2023Q4: 8,320 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 300 shares 300 $9.42K <0.01% +100 Timeline DGICA DONEGAL GROUP INC More: the full row for DONEGAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 600 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 505 shares; 2024Q1: 909 shares; 2024Q2: 500 shares; 2024Q3: 633 shares 633 $9.32K <0.01% +133 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 72 shares; 2023Q1: 176 shares; 2023Q2: 178 shares; 2023Q3: 180 shares; 2023Q4: 181 shares; 2024Q1: 182 shares; 2024Q2: 184 shares; 2024Q3: 260 shares 260 $9.19K <0.01% +76 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,794 shares; 2024Q1: 1,794 shares; 2024Q2: 1,794 shares; 2024Q3: 1,794 shares 1,794 $9.15K <0.01% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $9.02K <0.01% 0 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,000 shares; 2023Q1: 6,000 shares; 2023Q2: 6,000 shares; 2023Q3: 6,000 shares; 2023Q4: 6,000 shares; 2024Q1: 6,000 shares; 2024Q2: 6,000 shares; 2024Q3: 6,000 shares 6,000 $8.94K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 71 shares; 2023Q4: 71 shares; 2024Q1: 71 shares; 2024Q2: 71 shares; 2024Q3: 71 shares 71 $8.92K <0.01% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37 shares; 2024Q3: 37 shares 37 $8.27K <0.01% 0 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,302 shares; 2023Q1: 902 shares; 2023Q2: 402 shares; 2023Q3: 403 shares; 2023Q4: 404 shares; 2024Q1: 404 shares; 2024Q2: 405 shares; 2024Q3: 305 shares 305 $8.26K <0.01% -100 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8 shares; 2023Q1: 28 shares; 2023Q2: 33 shares; 2023Q3: 57 shares; 2023Q4: 78 shares; 2024Q1: 83 shares; 2024Q2: 84 shares; 2024Q3: 77 shares 77 $8.22K <0.01% -7 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,485 shares; 2023Q1: 4,209 shares; 2023Q2: 3,804 shares; 2023Q3: 1,822 shares; 2023Q4: 1,393 shares; 2024Q1: 457 shares; 2024Q2: 457 shares; 2024Q3: 427 shares 427 $8.17K <0.01% -30 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares 200 $8.11K <0.01% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 677 shares; 2023Q1: 677 shares; 2023Q2: 677 shares; 2023Q3: 677 shares; 2023Q4: 677 shares; 2024Q1: 677 shares; 2024Q2: 677 shares; 2024Q3: 677 shares 677 $8.1K <0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 604 shares; 2023Q1: 604 shares; 2023Q2: 604 shares; 2023Q3: 604 shares; 2023Q4: 604 shares; 2024Q1: 604 shares; 2024Q2: 604 shares; 2024Q3: 604 shares 604 $8.09K <0.01% 0 Timeline SDVY 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 215 shares; 2024Q1: 215 shares; 2024Q2: 220 shares; 2024Q3: 220 shares 220 $8K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 25 shares; 2023Q1: 37 shares; 2023Q2: 37 shares; 2023Q3: 37 shares; 2023Q4: 37 shares; 2024Q1: 37 shares; 2024Q2: 37 shares; 2024Q3: 37 shares 37 $7.96K <0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 259 shares; 2023Q1: 259 shares; 2023Q2: 259 shares; 2023Q3: 259 shares; 2023Q4: 259 shares; 2024Q1: 259 shares; 2024Q2: 259 shares; 2024Q3: 259 shares 259 $7.84K <0.01% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 375 shares; 2023Q3: 375 shares; 2023Q4: 375 shares; 2024Q1: 375 shares; 2024Q2: 375 shares; 2024Q3: 375 shares 375 $7.79K <0.01% 0 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 116 shares; 2023Q4: 116 shares; 2024Q1: 116 shares; 2024Q2: 116 shares; 2024Q3: 104 shares 104 $7.44K <0.01% -12 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $7.42K <0.01% 0 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $7.33K <0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 47 shares; 2024Q2: 47 shares; 2024Q3: 47 shares 47 $7.32K <0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 76 shares; 2023Q1: 76 shares; 2023Q2: 368 shares; 2023Q3: 402 shares; 2023Q4: 452 shares; 2024Q1: 292 shares; 2024Q2: 312 shares; 2024Q3: 316 shares 316 $7.32K <0.01% +4 Timeline NUVEEN N Y SELECT TAX FREE I NUVEEN N Y SELECT TAX FREE I More: the full row for NUVEEN N Y SELECT TAX FREE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 600 shares 600 $7.3K <0.01% -400 IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $7.23K <0.01% 0 Timeline APTIV PLC APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares 100 $7.2K <0.01% new CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $7.18K <0.01% 0 Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 41 shares; 2023Q1: 83 shares; 2023Q2: 91 shares; 2023Q3: 91 shares; 2023Q4: 93 shares; 2024Q1: 72 shares; 2024Q2: 73 shares; 2024Q3: 94 shares 94 $6.92K <0.01% +21 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 18 shares; 2023Q1: 45 shares; 2023Q2: 47 shares; 2023Q3: 50 shares; 2023Q4: 51 shares; 2024Q1: 51 shares; 2024Q2: 52 shares; 2024Q3: 72 shares 72 $6.88K <0.01% +20 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 134 shares; 2023Q1: 134 shares; 2023Q2: 134 shares; 2023Q3: 134 shares; 2023Q4: 134 shares; 2024Q1: 134 shares; 2024Q2: 134 shares; 2024Q3: 134 shares 134 $6.88K <0.01% 0 Timeline LLYVK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 164 shares; 2024Q1: 132 shares; 2024Q2: 132 shares; 2024Q3: 133 shares 133 $6.83K <0.01% +1 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $6.77K <0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $6.75K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 606 shares; 2023Q1: 728 shares; 2023Q2: 728 shares; 2023Q3: 728 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $6.73K <0.01% 0 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 93 shares; 2023Q1: 93 shares; 2023Q2: 93 shares; 2023Q3: 93 shares; 2023Q4: 93 shares; 2024Q1: 93 shares; 2024Q2: 93 shares; 2024Q3: 93 shares 93 $6.72K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 144,789 shares; 2023Q1: 143,458 shares; 2023Q2: 139,073 shares; 2023Q3: 138,077 shares; 2023Q4: 117,365 shares; 2024Q1: 4,380 shares; 2024Q2: 4,680 shares; 2024Q3: 805 shares 805 $6.64K <0.01% -3,875 Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 50 shares; 2023Q1: 126 shares; 2023Q2: 127 shares; 2023Q3: 173 shares; 2023Q4: 174 shares; 2024Q1: 176 shares; 2024Q2: 178 shares; 2024Q3: 231 shares 231 $6.62K <0.01% +53 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares 14 $6.58K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 176 shares; 2023Q1: 221 shares; 2023Q2: 221 shares; 2023Q3: 221 shares; 2023Q4: 51 shares; 2024Q1: 51 shares; 2024Q2: 51 shares; 2024Q3: 51 shares 51 $6.44K <0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 15 shares; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares 15 $6.41K <0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 170 shares; 2023Q1: 170 shares; 2023Q2: 170 shares; 2023Q3: 170 shares; 2023Q4: 170 shares; 2024Q1: 170 shares; 2024Q2: 170 shares; 2024Q3: 170 shares 170 $6.37K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 42 shares 42 $6.34K <0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 31 shares; 2023Q1: 74 shares; 2023Q2: 79 shares; 2023Q3: 80 shares; 2023Q4: 81 shares; 2024Q1: 82 shares; 2024Q2: 83 shares; 2024Q3: 115 shares 115 $6.26K <0.01% +32 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 31 shares; 2023Q1: 88 shares; 2023Q2: 99 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 101 shares; 2024Q2: 102 shares; 2024Q3: 150 shares 150 $6.24K <0.01% +48 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,420 shares; 2023Q1: 1,420 shares; 2023Q2: 1,420 shares; 2023Q3: 870 shares; 2023Q4: 870 shares; 2024Q1: 870 shares; 2024Q2: 550 shares; 2024Q3: 550 shares 550 $6.05K <0.01% 0 Timeline ARRY ARRAY TECHNOLOGIES INC More: the full row for ARRAY TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 600 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 700 shares; 2024Q3: 900 shares 900 $5.94K <0.01% +200 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares 7 $5.83K <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 215 shares; 2023Q3: 289 shares; 2023Q4: 289 shares; 2024Q1: 153 shares; 2024Q2: 153 shares; 2024Q3: 153 shares 153 $5.72K <0.01% 0 Timeline ESRT EMPIRE ST RLTY TR INC More: the full row for EMPIRE ST RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 516 shares; 2023Q4: 516 shares; 2024Q1: 516 shares; 2024Q2: 516 shares; 2024Q3: 516 shares 516 $5.72K <0.01% 0 Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 404 shares; 2023Q1: 404 shares; 2023Q2: 404 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $5.64K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 127 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 138 shares 138 $5.61K <0.01% +38 Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 93 shares; 2023Q1: 93 shares; 2023Q2: 93 shares; 2023Q3: 93 shares; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: 77 shares; 2024Q3: 73 shares 73 $5.61K <0.01% -4 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 136 shares; 2023Q1: 136 shares; 2023Q2: 136 shares; 2023Q3: 136 shares; 2023Q4: 136 shares; 2024Q1: 136 shares; 2024Q2: 136 shares; 2024Q3: 136 shares 136 $5.56K <0.01% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 200 shares; 2023Q4: 102 shares; 2024Q1: 106 shares; 2024Q2: 100 shares; 2024Q3: 316 shares 316 $5.55K <0.01% +216 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 23 shares 23 $5.45K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 250 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 233 shares 233 $5.32K <0.01% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,465 shares; 2023Q1: 3,465 shares; 2023Q2: 4,045 shares; 2023Q3: 4,045 shares; 2023Q4: 4,045 shares; 2024Q1: 58 shares; 2024Q2: 58 shares; 2024Q3: 64 shares 64 $5.31K <0.01% +6 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $5.28K <0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 114 shares; 2023Q1: 393 shares; 2023Q2: 393 shares; 2023Q3: 393 shares; 2023Q4: 393 shares; 2024Q1: 114 shares; 2024Q2: 114 shares; 2024Q3: 114 shares 114 $5.17K <0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 141 shares 141 $5.13K <0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 53 shares; 2024Q3: 53 shares 53 $5.12K <0.01% 0 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 24 shares; 2023Q1: 24 shares; 2023Q2: 24 shares; 2023Q3: 24 shares; 2023Q4: 24 shares; 2024Q1: 24 shares; 2024Q2: 24 shares; 2024Q3: 24 shares 24 $4.97K <0.01% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 333 shares; 2023Q1: 333 shares; 2023Q2: 333 shares; 2023Q3: 333 shares; 2023Q4: 333 shares; 2024Q1: 333 shares; 2024Q2: 333 shares; 2024Q3: 333 shares 333 $4.88K <0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 105 shares; 2023Q1: 105 shares; 2023Q2: 105 shares; 2023Q3: 105 shares; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: 105 shares; 2024Q3: 105 shares 105 $4.75K <0.01% 0 Timeline HY HYSTER-YALE INC More: the full row for HYSTER-YALE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 50 shares; 2023Q1: 127 shares; 2023Q2: 128 shares; 2023Q3: 128 shares; 2023Q4: 127 shares; 2024Q1: 90 shares; 2024Q2: 88 shares; 2024Q3: 73 shares 73 $4.65K <0.01% -15 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 313 shares; 2023Q1: 315 shares; 2023Q2: 317 shares; 2023Q3: 318 shares; 2023Q4: 318 shares; 2024Q1: 290 shares; 2024Q2: 292 shares; 2024Q3: 67 shares 67 $4.64K <0.01% -225 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 95 shares; 2023Q1: 95 shares; 2023Q2: 95 shares; 2023Q3: 95 shares; 2023Q4: 95 shares; 2024Q1: 95 shares; 2024Q2: 95 shares; 2024Q3: 95 shares 95 $4.57K <0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 360 shares; 2023Q1: 360 shares; 2023Q2: 360 shares; 2023Q3: 95 shares; 2023Q4: 95 shares; 2024Q1: 95 shares; 2024Q2: 95 shares; 2024Q3: 95 shares 95 $4.51K <0.01% 0 Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 29 shares; 2023Q1: 36 shares; 2023Q2: 37 shares; 2023Q3: 37 shares; 2023Q4: 37 shares; 2024Q1: 38 shares; 2024Q2: 38 shares; 2024Q3: 75 shares 75 $4.47K <0.01% +37 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $4.43K <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 292 shares; 2023Q1: 272 shares; 2023Q2: 272 shares; 2023Q3: 142 shares; 2023Q4: 142 shares; 2024Q1: 142 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $4.36K <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 35 shares; 2023Q1: 35 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $4.23K <0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $4.2K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares 18 $4.19K <0.01% 0 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 160 shares 160 $4.18K <0.01% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 35 shares; 2024Q3: 35 shares 35 $3.95K <0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares 35 $3.95K <0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 20 shares; 2023Q1: 35 shares; 2023Q2: 35 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares 20 $3.94K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 125 shares; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 345 shares 345 $3.87K <0.01% +220 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares 40 $3.85K <0.01% 0 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; 2022Q4: 115 shares; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 187 shares 187 $3.82K <0.01% +107 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,066 shares; 2023Q1: 1,066 shares; 2023Q2: 1,066 shares; 2023Q3: 1,066 shares; 2023Q4: 1,066 shares; 2024Q1: 1,066 shares; 2024Q2: 692 shares; 2024Q3: 692 shares 692 $3.8K <0.01% 0 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 69 shares; 2023Q1: 69 shares; 2023Q2: 69 shares; 2023Q3: 69 shares; 2023Q4: 69 shares; 2024Q1: 69 shares; 2024Q2: 69 shares; 2024Q3: 69 shares 69 $3.73K <0.01% 0 Timeline JBGS JBG SMITH PPTYS More: the full row for JBG SMITH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 300 shares; 2023Q4: 202 shares; 2024Q1: 203 shares; 2024Q2: 200 shares; 2024Q3: 201 shares 201 $3.52K <0.01% +1 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 42 shares; 2023Q1: 42 shares; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares 42 $3.37K <0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 25 shares; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares 25 $3.21K <0.01% 0 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 84 shares 84 $3.15K <0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares 15 $3.1K <0.01% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 35 shares; 2023Q1: 35 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares 35 $3.07K <0.01% 0 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 61 shares; 2023Q1: 61 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: 61 shares; 2024Q3: 61 shares 61 $3.03K <0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 30 shares 30 $2.93K <0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares 80 $2.87K <0.01% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 101 shares; 2023Q3: 130 shares; 2023Q4: 130 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares 75 $2.86K <0.01% 0 Timeline ARCADIUM LITHIUM PLC ARCADIUM LITHIUM PLC More: the full row for ARCADIUM LITHIUM PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $2.85K <0.01% 0 LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 47 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 47 shares; 2024Q3: 47 shares 47 $2.76K <0.01% 0 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 77 shares; 2023Q4: 77 shares; 2024Q1: 77 shares; 2024Q2: 77 shares; 2024Q3: 77 shares 77 $2.7K <0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 25 shares; 2023Q2: 141 shares; 2023Q3: 142 shares; 2023Q4: 143 shares; 2024Q1: 145 shares; 2024Q2: 162 shares; 2024Q3: 65 shares 65 $2.68K <0.01% -97 Timeline SGU STAR GROUP LP More: the full row for STAR GROUP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 185 shares; 2023Q1: 23 shares; 2023Q2: 23 shares; 2023Q3: 23 shares; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 218 shares 218 $2.56K <0.01% +195 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 67 shares; 2023Q3: 79 shares; 2023Q4: 79 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares 42 $2.5K <0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: 11 shares; 2024Q3: 11 shares 11 $2.48K <0.01% 0 Timeline