IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 319,118 shares; 2023Q3: 335,681 shares; 2023Q4: 349,730 shares; 2024Q1: 313,456 shares 313,456 $165M 16.71% -36,274 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,704,645 shares; 2023Q3: 1,659,616 shares; 2023Q4: 1,690,017 shares; 2024Q1: 1,534,206 shares 1,534,206 $95.2M 9.65% -155,811 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,087,006 shares; 2023Q3: 1,149,764 shares; 2023Q4: 1,222,573 shares; 2024Q1: 1,274,457 shares 1,274,457 $63.9M 6.48% +51,884 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,231,737 shares; 2023Q3: 1,207,290 shares; 2023Q4: 1,187,205 shares; 2024Q1: 1,161,010 shares 1,161,010 $57.2M 5.8% -26,195 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 224,373 shares; 2023Q3: 223,712 shares; 2023Q4: 221,771 shares; 2024Q1: 217,240 shares 217,240 $49.7M 5.04% -4,531 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 649,404 shares; 2023Q3: 641,453 shares; 2023Q4: 637,860 shares; 2024Q1: 616,410 shares 616,410 $45.7M 4.64% -21,450 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 901,029 shares; 2023Q3: 961,557 shares; 2023Q4: 997,944 shares; 2024Q1: 1,059,049 shares 1,059,049 $44.2M 4.49% +61,105 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 121,209 shares; 2023Q3: 160,118 shares; 2023Q4: 199,170 shares; 2024Q1: 242,525 shares 242,525 $26.8M 2.72% +43,355 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 798,058 shares; 2023Q3: 858,107 shares; 2023Q4: 891,037 shares; 2024Q1: 931,136 shares 931,136 $20.2M 2.04% +40,099 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 38,366 shares; 2023Q3: 42,867 shares; 2023Q4: 43,127 shares; 2024Q1: 47,242 shares 47,242 $19.9M 2.02% +4,115 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 114,494 shares; 2023Q3: 114,012 shares; 2023Q4: 111,443 shares; 2024Q1: 111,609 shares 111,609 $16.6M 1.68% +166 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 301,455 shares; 2023Q3: 311,137 shares; 2023Q4: 304,202 shares; 2024Q1: 299,511 shares 299,511 $15.5M 1.57% -4,691 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 108,232 shares; 2023Q3: 96,608 shares; 2023Q4: 93,650 shares; 2024Q1: 84,932 shares 84,932 $14.6M 1.48% -8,718 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 100,483 shares; 2023Q3: 107,870 shares; 2023Q4: 113,946 shares; 2024Q1: 144,014 shares 144,014 $14.1M 1.43% +30,068 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 28,171 shares; 2023Q3: 29,361 shares; 2023Q4: 29,912 shares; 2024Q1: 28,753 shares 28,753 $13.8M 1.4% -1,159 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 47,793 shares; 2023Q3: 47,750 shares; 2023Q4: 47,508 shares; 2024Q1: 47,314 shares 47,314 $9.79M 0.99% -194 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,319 shares; 2023Q3: 9,473 shares; 2023Q4: 9,149 shares; 2024Q1: 8,416 shares 8,416 $7.6M 0.77% -733 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 23,957 shares; 2023Q3: 23,645 shares; 2023Q4: 22,857 shares; 2024Q1: 22,083 shares 22,083 $7.6M 0.77% -774 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 48,488 shares; 2023Q3: 76,451 shares; 2023Q4: 97,865 shares; 2024Q1: 117,337 shares 117,337 $6.95M 0.7% +19,472 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 35,361 shares; 2023Q3: 35,192 shares; 2023Q4: 35,143 shares; 2024Q1: 34,208 shares 34,208 $6.85M 0.69% -935 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,493 shares; 2023Q3: 6,493 shares; 2023Q4: 6,493 shares; 2024Q1: 147,814 shares 147,814 $6.44M 0.65% +141,321 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 39,429 shares; 2023Q3: 34,999 shares; 2023Q4: 34,902 shares; 2024Q1: 34,806 shares 34,806 $6.28M 0.64% -96 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 30,324 shares; 2023Q3: 30,285 shares; 2023Q4: 31,173 shares; 2024Q1: 32,040 shares 32,040 $5.85M 0.59% +867 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 99,109 shares; 2023Q3: 93,186 shares; 2023Q4: 91,690 shares; 2024Q1: 86,420 shares 86,420 $4.33M 0.44% -5,270 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,084 shares; 2023Q3: 16,822 shares; 2023Q4: 16,292 shares; 2024Q1: 16,392 shares 16,392 $4.1M 0.42% +100 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,862 shares; 2023Q3: 11,840 shares; 2023Q4: 13,019 shares; 2024Q1: 11,517 shares 11,517 $3.88M 0.39% -1,502 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 29,540 shares; 2023Q3: 30,912 shares; 2023Q4: 36,920 shares; 2024Q1: 41,629 shares 41,629 $3.6M 0.37% +4,709 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,620 shares; 2023Q3: 8,660 shares; 2023Q4: 8,282 shares; 2024Q1: 8,316 shares 8,316 $3.5M 0.35% +34 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 27,820 shares; 2023Q3: 27,517 shares; 2023Q4: 28,513 shares; 2024Q1: 29,304 shares 29,304 $3.41M 0.35% +791 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,632 shares; 2023Q3: 17,802 shares; 2023Q4: 17,607 shares; 2024Q1: 19,759 shares 19,759 $3.12M 0.32% +2,152 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 19,399 shares; 2023Q3: 19,942 shares; 2023Q4: 19,932 shares; 2024Q1: 19,494 shares 19,494 $2.94M 0.3% -438 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 23,517 shares; 2023Q3: 20,762 shares; 2023Q4: 22,706 shares; 2024Q1: 17,837 shares 17,837 $2.9M 0.29% -4,869 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 62,111 shares; 2023Q3: 71,697 shares; 2023Q4: 90,753 shares; 2024Q1: 118,778 shares 118,778 $2.89M 0.29% +28,025 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,259 shares; 2023Q3: 5,632 shares; 2023Q4: 5,680 shares; 2024Q1: 5,810 shares 5,810 $2.82M 0.29% +130 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,090 shares; 2023Q3: 11,503 shares; 2023Q4: 10,754 shares; 2024Q1: 10,095 shares 10,095 $2.82M 0.29% -659 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 18,126 shares; 2023Q3: 18,127 shares; 2023Q4: 18,126 shares; 2024Q1: 18,127 shares 18,127 $2.79M 0.28% +1 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 81,427 shares; 2023Q3: 89,492 shares; 2023Q4: 95,822 shares; 2024Q1: 107,993 shares 107,993 $2.71M 0.27% +12,171 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,112 shares; 2023Q3: 2,075 shares; 2023Q4: 2,252 shares; 2024Q1: 2,001 shares 2,001 $2.65M 0.27% -251 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,648 shares; 2023Q3: 17,436 shares; 2023Q4: 17,242 shares; 2024Q1: 17,104 shares 17,104 $2.6M 0.26% -138 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 35,542 shares; 2023Q3: 38,683 shares; 2023Q4: 41,593 shares; 2024Q1: 57,035 shares 57,035 $2.57M 0.26% +15,442 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 21,876 shares; 2023Q3: 21,981 shares; 2023Q4: 20,645 shares; 2024Q1: 19,062 shares 19,062 $2.52M 0.26% -1,583 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,300 shares; 2023Q3: 6,277 shares; 2023Q4: 6,320 shares; 2024Q1: 6,500 shares 6,500 $2.49M 0.25% +180 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,455 shares; 2023Q3: 4,444 shares; 2023Q4: 4,432 shares; 2024Q1: 4,442 shares 4,442 $2.47M 0.25% +10 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,963 shares; 2023Q3: 5,030 shares; 2023Q4: 5,233 shares; 2024Q1: 4,936 shares 4,936 $2.44M 0.25% -297 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 59,827 shares; 2023Q3: 56,563 shares; 2023Q4: 53,696 shares; 2024Q1: 55,241 shares 55,241 $2.41M 0.24% +1,545 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 14,771 shares; 2023Q3: 13,871 shares; 2023Q4: 14,364 shares; 2024Q1: 14,261 shares 14,261 $2.31M 0.23% -103 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 14,677 shares; 2023Q3: 14,462 shares; 2023Q4: 15,373 shares; 2024Q1: 15,640 shares 15,640 $2.31M 0.23% +267 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,667 shares; 2023Q3: 2,566 shares; 2023Q4: 2,721 shares; 2024Q1: 2,917 shares 2,917 $2.27M 0.23% +196 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 34,201 shares; 2023Q3: 37,969 shares; 2023Q4: 42,405 shares; 2024Q1: 47,393 shares 47,393 $2.22M 0.22% +4,988 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,547 shares; 2023Q3: 11,375 shares; 2023Q4: 11,253 shares; 2024Q1: 10,463 shares 10,463 $2.18M 0.22% -790 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 29,085 shares; 2023Q3: 29,395 shares; 2023Q4: 33,695 shares; 2024Q1: 41,581 shares 41,581 $2.1M 0.21% +7,886 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 42,453 shares; 2023Q3: 40,679 shares; 2023Q4: 39,445 shares; 2024Q1: 38,355 shares 38,355 $2.09M 0.21% -1,090 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 58,535 shares 58,535 $2.07M 0.21% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 67,825 shares; 2023Q3: 65,462 shares; 2023Q4: 62,884 shares; 2024Q1: 62,771 shares 62,771 $2.01M 0.2% -113 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,184 shares; 2023Q3: 7,057 shares; 2023Q4: 7,027 shares; 2024Q1: 6,795 shares 6,795 $1.92M 0.19% -232 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,853 shares; 2023Q3: 9,072 shares; 2023Q4: 9,231 shares; 2024Q1: 9,763 shares 9,763 $1.88M 0.19% +532 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,963 shares; 2023Q3: 10,485 shares; 2023Q4: 10,690 shares; 2024Q1: 10,074 shares 10,074 $1.83M 0.19% -616 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,066 shares; 2023Q3: 19,053 shares; 2023Q4: 18,001 shares; 2024Q1: 17,650 shares 17,650 $1.83M 0.19% -351 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 21,554 shares; 2023Q3: 21,858 shares; 2023Q4: 21,841 shares; 2024Q1: 21,801 shares 21,801 $1.82M 0.18% -40 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,716 shares; 2023Q3: 14,934 shares; 2023Q4: 15,027 shares; 2024Q1: 11,492 shares 11,492 $1.82M 0.18% -3,535 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,443 shares; 2023Q3: 5,635 shares; 2023Q4: 5,779 shares; 2024Q1: 29,611 shares 29,611 $1.8M 0.18% +23,832 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 167,605 shares; 2023Q3: 168,073 shares; 2023Q4: 165,554 shares; 2024Q1: 42,481 shares 42,481 $1.71M 0.17% -123,073 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,821 shares; 2023Q3: 9,076 shares; 2023Q4: 9,497 shares; 2024Q1: 28,386 shares 28,386 $1.71M 0.17% +18,889 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,405 shares; 2023Q3: 5,418 shares; 2023Q4: 6,459 shares; 2024Q1: 8,941 shares 8,941 $1.71M 0.17% +2,482 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,778 shares; 2023Q3: 11,549 shares; 2023Q4: 11,953 shares; 2024Q1: 12,997 shares 12,997 $1.63M 0.17% +1,044 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,862 shares; 2023Q3: 11,884 shares; 2023Q4: 11,933 shares; 2024Q1: 12,343 shares 12,343 $1.62M 0.16% +410 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,011 shares; 2023Q3: 3,314 shares; 2023Q4: 3,918 shares; 2024Q1: 3,871 shares 3,871 $1.62M 0.16% -47 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 40,019 shares; 2023Q3: 39,896 shares; 2023Q4: 40,042 shares; 2024Q1: 35,799 shares 35,799 $1.55M 0.16% -4,243 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,764 shares; 2023Q3: 8,834 shares; 2023Q4: 9,123 shares; 2024Q1: 8,707 shares 8,707 $1.52M 0.15% -416 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,600 shares; 2023Q3: 17,809 shares; 2023Q4: 17,469 shares; 2024Q1: 16,474 shares 16,474 $1.51M 0.15% -995 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 42,843 shares; 2023Q3: 46,194 shares; 2023Q4: 40,527 shares; 2024Q1: 39,787 shares 39,787 $1.51M 0.15% -740 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 53,340 shares; 2023Q3: 55,308 shares; 2023Q4: 43,875 shares; 2024Q1: 40,874 shares 40,874 $1.5M 0.15% -3,001 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,427 shares; 2023Q3: 6,842 shares; 2023Q4: 6,296 shares; 2024Q1: 6,296 shares 6,296 $1.48M 0.15% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 25,515 shares; 2023Q3: 25,602 shares; 2023Q4: 25,718 shares; 2024Q1: 25,771 shares 25,771 $1.47M 0.15% +53 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,195 shares; 2023Q3: 11,427 shares; 2023Q4: 10,154 shares; 2024Q1: 10,837 shares 10,837 $1.46M 0.15% +683 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,652 shares; 2023Q3: 7,652 shares; 2023Q4: 7,652 shares; 2024Q1: 7,652 shares 7,652 $1.46M 0.15% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,682 shares; 2023Q3: 4,751 shares; 2023Q4: 4,545 shares; 2024Q1: 4,654 shares 4,654 $1.46M 0.15% +109 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 34,832 shares; 2023Q3: 34,750 shares; 2023Q4: 34,867 shares; 2024Q1: 34,977 shares 34,977 $1.43M 0.15% +110 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 33,220 shares; 2023Q3: 33,081 shares; 2023Q4: 29,178 shares; 2024Q1: 28,885 shares 28,885 $1.42M 0.14% -293 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,352 shares; 2023Q3: 7,393 shares; 2023Q4: 7,397 shares; 2024Q1: 8,007 shares 8,007 $1.41M 0.14% +610 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,031 shares; 2023Q3: 3,088 shares; 2023Q4: 2,939 shares; 2024Q1: 2,728 shares 2,728 $1.31M 0.13% -211 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,145 shares; 2023Q3: 10,021 shares; 2023Q4: 9,174 shares; 2024Q1: 10,363 shares 10,363 $1.27M 0.13% +1,189 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 19,743 shares; 2023Q3: 19,709 shares; 2023Q4: 17,024 shares; 2024Q1: 16,507 shares 16,507 $1.27M 0.13% -517 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,924 shares; 2023Q3: 5,904 shares; 2023Q4: 8,485 shares; 2024Q1: 6,791 shares 6,791 $1.22M 0.12% -1,694 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 24,709 shares; 2023Q3: 22,127 shares; 2023Q4: 23,403 shares; 2024Q1: 24,346 shares 24,346 $1.22M 0.12% +943 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 35,539 shares; 2023Q3: 33,040 shares; 2023Q4: 28,813 shares; 2024Q1: 28,952 shares 28,952 $1.21M 0.12% +139 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 22,651 shares; 2023Q3: 24,039 shares; 2023Q4: 20,335 shares; 2024Q1: 19,855 shares 19,855 $1.21M 0.12% -480 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 434 shares; 2023Q3: 439 shares; 2023Q4: 433 shares; 2024Q1: 411 shares 411 $1.19M 0.12% -22 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,304 shares; 2023Q3: 11,531 shares; 2023Q4: 10,698 shares; 2024Q1: 9,669 shares 9,669 $1.17M 0.12% -1,029 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,013 shares; 2023Q3: 3,486 shares; 2023Q4: 3,799 shares; 2024Q1: 4,032 shares 4,032 $1.15M 0.12% +233 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,949 shares; 2023Q3: 6,767 shares; 2023Q4: 6,688 shares; 2024Q1: 6,116 shares 6,116 $1.15M 0.12% -572 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 43,943 shares 43,943 $1.11M 0.11% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,788 shares; 2023Q3: 13,187 shares; 2023Q4: 12,614 shares; 2024Q1: 11,750 shares 11,750 $1.1M 0.11% -864 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,821 shares; 2023Q3: 12,686 shares; 2023Q4: 14,038 shares; 2024Q1: 13,489 shares 13,489 $1.1M 0.11% -549 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,123 shares; 2023Q3: 2,108 shares; 2023Q4: 5,454 shares; 2024Q1: 2,100 shares 2,100 $1.1M 0.11% -3,354 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 51,460 shares; 2023Q3: 51,460 shares; 2023Q4: 51,858 shares; 2024Q1: 51,419 shares 51,419 $1.09M 0.11% -439 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,465 shares; 2023Q3: 6,118 shares; 2023Q4: 5,509 shares; 2024Q1: 5,470 shares 5,470 $1.08M 0.11% -39 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 613 shares; 2023Q3: 1,666 shares; 2023Q4: 1,664 shares; 2024Q1: 1,659 shares 1,659 $1.08M 0.11% -5 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,244 shares; 2023Q3: 2,738 shares; 2023Q4: 2,645 shares; 2024Q1: 2,616 shares 2,616 $1.04M 0.11% -29 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 34,306 shares; 2023Q3: 39,019 shares; 2023Q4: 33,339 shares; 2024Q1: 37,265 shares 37,265 $1.03M 0.1% +3,926 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 29,532 shares; 2023Q3: 24,834 shares; 2023Q4: 26,029 shares; 2024Q1: 25,874 shares 25,874 $1.01M 0.1% -155 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,560 shares; 2023Q3: 4,559 shares; 2023Q4: 4,567 shares; 2024Q1: 3,908 shares 3,908 $998K 0.1% -659 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,238 shares; 2023Q3: 2,382 shares; 2023Q4: 3,214 shares; 2024Q1: 2,660 shares 2,660 $975K 0.1% -554 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 14,149 shares; 2023Q3: 14,153 shares; 2023Q4: 11,916 shares; 2024Q1: 11,211 shares 11,211 $972K 0.1% -705 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,849 shares; 2023Q3: 3,718 shares; 2023Q4: 3,690 shares; 2024Q1: 3,737 shares 3,737 $968K 0.1% +47 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,674 shares; 2023Q3: 3,737 shares; 2023Q4: 3,697 shares; 2024Q1: 3,724 shares 3,724 $968K 0.1% +27 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 15,156 shares; 2023Q3: 19,797 shares; 2023Q4: 20,716 shares; 2024Q1: 21,337 shares 21,337 $968K 0.1% +621 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 15,059 shares; 2023Q3: 15,471 shares; 2023Q4: 16,878 shares; 2024Q1: 16,594 shares 16,594 $962K 0.1% -284 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,396 shares; 2023Q3: 1,500 shares; 2023Q4: 1,491 shares; 2024Q1: 1,566 shares 1,566 $951K 0.1% +75 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,376 shares; 2023Q3: 2,264 shares; 2023Q4: 1,961 shares; 2024Q1: 2,024 shares 2,024 $921K 0.09% +63 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,380 shares; 2023Q3: 12,380 shares; 2023Q4: 11,185 shares; 2024Q1: 10,814 shares 10,814 $909K 0.09% -371 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 24,346 shares; 2023Q3: 24,511 shares; 2023Q4: 24,691 shares; 2024Q1: 24,734 shares 24,734 $909K 0.09% +43 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,290 shares; 2023Q3: 9,401 shares; 2023Q4: 10,466 shares; 2024Q1: 9,343 shares 9,343 $904K 0.09% -1,123 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,791 shares; 2023Q3: 9,464 shares; 2023Q4: 9,332 shares; 2024Q1: 9,867 shares 9,867 $902K 0.09% +535 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,089 shares; 2023Q3: 7,934 shares; 2023Q4: 7,941 shares; 2024Q1: 21,287 shares 21,287 $897K 0.09% +13,346 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 18,477 shares; 2023Q3: 17,706 shares; 2023Q4: 16,882 shares; 2024Q1: 16,439 shares 16,439 $894K 0.09% -443 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,161 shares; 2023Q3: 2,816 shares; 2023Q4: 2,662 shares; 2024Q1: 2,956 shares 2,956 $890K 0.09% +294 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,139 shares; 2023Q3: 8,979 shares; 2023Q4: 8,724 shares; 2024Q1: 9,093 shares 9,093 $887K 0.09% +369 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 21,624 shares; 2023Q3: 22,397 shares; 2023Q4: 22,634 shares; 2024Q1: 23,645 shares 23,645 $886K 0.09% +1,011 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 40,284 shares; 2023Q3: 40,284 shares; 2023Q4: 40,284 shares; 2024Q1: 40,284 shares 40,284 $873K 0.09% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,742 shares; 2023Q3: 5,519 shares; 2023Q4: 5,237 shares; 2024Q1: 5,320 shares 5,320 $860K 0.09% +83 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 58,105 shares; 2023Q3: 49,562 shares; 2023Q4: 50,988 shares; 2024Q1: 47,821 shares 47,821 $842K 0.09% -3,167 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,221 shares; 2023Q3: 12,290 shares; 2023Q4: 11,220 shares; 2024Q1: 9,592 shares 9,592 $836K 0.08% -1,628 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,238 shares; 2023Q3: 5,496 shares; 2023Q4: 4,591 shares; 2024Q1: 4,769 shares 4,769 $831K 0.08% +178 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,365 shares; 2023Q3: 12,387 shares; 2023Q4: 10,533 shares; 2024Q1: 10,378 shares 10,378 $816K 0.08% -155 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,290 shares; 2023Q3: 12,495 shares; 2023Q4: 9,660 shares; 2024Q1: 14,008 shares 14,008 $811K 0.08% +4,348 Timeline XLY 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,594 shares; 2023Q3: 4,504 shares; 2023Q4: 4,346 shares; 2024Q1: 4,339 shares 4,339 $798K 0.08% -7 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,058 shares; 2023Q3: 1,099 shares; 2023Q4: 1,055 shares; 2024Q1: 951 shares 951 $793K 0.08% -104 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,332 shares; 2023Q3: 2,627 shares; 2023Q4: 2,980 shares; 2024Q1: 3,208 shares 3,208 $789K 0.08% +228 Timeline CEDAR FAIR L P CEDAR FAIR L P More: the full row for CEDAR FAIR L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 18,731 shares; 2023Q3: 18,707 shares; 2023Q4: 18,707 shares; 2024Q1: 18,708 shares 18,708 $784K 0.08% +1 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,050 shares; 2023Q3: 1,954 shares; 2023Q4: 1,852 shares; 2024Q1: 1,835 shares 1,835 $781K 0.08% -17 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,359 shares; 2023Q3: 4,540 shares; 2023Q4: 4,224 shares; 2024Q1: 4,388 shares 4,388 $778K 0.08% +164 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,954 shares; 2023Q3: 2,935 shares; 2023Q4: 2,855 shares; 2024Q1: 3,852 shares 3,852 $776K 0.08% +997 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,544 shares; 2023Q3: 8,405 shares; 2023Q4: 9,606 shares; 2024Q1: 9,912 shares 9,912 $765K 0.08% +306 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,720 shares; 2023Q3: 10,193 shares; 2023Q4: 9,045 shares; 2024Q1: 9,310 shares 9,310 $746K 0.08% +265 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 19,989 shares; 2023Q3: 20,648 shares; 2023Q4: 18,467 shares; 2024Q1: 20,316 shares 20,316 $735K 0.07% +1,849 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,682 shares; 2023Q3: 5,964 shares; 2023Q4: 5,873 shares; 2024Q1: 5,635 shares 5,635 $734K 0.07% -238 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,075 shares; 2023Q3: 17,300 shares; 2023Q4: 16,678 shares; 2024Q1: 15,993 shares 15,993 $729K 0.07% -685 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,234 shares; 2023Q3: 11,751 shares; 2023Q4: 8,278 shares; 2024Q1: 13,368 shares 13,368 $725K 0.07% +5,090 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 52,314 shares; 2023Q3: 53,036 shares; 2023Q4: 48,293 shares; 2024Q1: 51,498 shares 51,498 $718K 0.07% +3,205 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,726 shares; 2023Q3: 2,858 shares; 2023Q4: 2,944 shares; 2024Q1: 3,088 shares 3,088 $711K 0.07% +144 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,804 shares; 2023Q3: 2,884 shares; 2023Q4: 2,896 shares; 2024Q1: 2,732 shares 2,732 $689K 0.07% -164 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,954 shares; 2023Q3: 8,902 shares; 2023Q4: 11,317 shares; 2024Q1: 8,450 shares 8,450 $681K 0.07% -2,867 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,447 shares; 2023Q3: 1,501 shares; 2023Q4: 1,434 shares; 2024Q1: 1,347 shares 1,347 $680K 0.07% -87 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,201 shares; 2023Q3: 1,273 shares; 2023Q4: 1,208 shares; 2024Q1: 1,162 shares 1,162 $675K 0.07% -46 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,269 shares; 2023Q3: 1,279 shares; 2023Q4: 1,279 shares; 2024Q1: 1,279 shares 1,279 $671K 0.07% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,790 shares; 2023Q3: 1,666 shares; 2023Q4: 1,777 shares; 2024Q1: 1,925 shares 1,925 $667K 0.07% +148 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,461 shares; 2023Q3: 9,152 shares; 2023Q4: 9,120 shares; 2024Q1: 9,172 shares 9,172 $663K 0.07% +52 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,451 shares; 2023Q3: 11,105 shares; 2023Q4: 11,170 shares; 2024Q1: 11,267 shares 11,267 $661K 0.07% +97 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,317 shares; 2023Q3: 17,301 shares; 2023Q4: 15,674 shares; 2024Q1: 14,875 shares 14,875 $657K 0.07% -799 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,845 shares; 2023Q3: 2,793 shares; 2023Q4: 2,666 shares; 2024Q1: 2,848 shares 2,848 $649K 0.07% +182 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,015 shares; 2023Q3: 1,022 shares; 2023Q4: 1,359 shares; 2024Q1: 1,332 shares 1,332 $638K 0.06% -27 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,710 shares; 2023Q3: 8,814 shares; 2023Q4: 8,263 shares; 2024Q1: 9,363 shares 9,363 $634K 0.06% +1,100 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,517 shares; 2023Q3: 9,616 shares; 2023Q4: 8,785 shares; 2024Q1: 8,720 shares 8,720 $631K 0.06% -65 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,783 shares; 2023Q3: 3,943 shares; 2023Q4: 4,042 shares; 2024Q1: 5,555 shares 5,555 $630K 0.06% +1,513 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,856 shares; 2023Q3: 5,675 shares; 2023Q4: 5,392 shares; 2024Q1: 4,943 shares 4,943 $629K 0.06% -449 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,700 shares; 2023Q3: 13,724 shares; 2023Q4: 13,863 shares; 2024Q1: 13,863 shares 13,863 $626K 0.06% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,535 shares; 2023Q3: 5,625 shares; 2023Q4: 5,136 shares; 2024Q1: 5,445 shares 5,445 $619K 0.06% +309 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,894 shares; 2023Q3: 10,901 shares; 2023Q4: 8,502 shares; 2024Q1: 9,681 shares 9,681 $619K 0.06% +1,179 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,871 shares; 2023Q3: 9,854 shares; 2023Q4: 8,403 shares; 2024Q1: 8,159 shares 8,159 $615K 0.06% -244 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 864 shares; 2023Q3: 884 shares; 2023Q4: 880 shares; 2024Q1: 834 shares 834 $611K 0.06% -46 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,971 shares; 2023Q3: 3,060 shares; 2023Q4: 4,215 shares; 2024Q1: 2,900 shares 2,900 $610K 0.06% -1,315 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,821 shares; 2023Q3: 16,095 shares; 2023Q4: 37,215 shares; 2024Q1: 38,378 shares 38,378 $607K 0.06% +1,163 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,562 shares; 2023Q3: 1,635 shares; 2023Q4: 1,708 shares; 2024Q1: 1,706 shares 1,706 $606K 0.06% -2 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,455 shares; 2023Q3: 1,378 shares; 2023Q4: 1,291 shares; 2024Q1: 1,303 shares 1,303 $605K 0.06% +12 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,831 shares; 2023Q3: 1,805 shares; 2023Q4: 1,750 shares; 2024Q1: 1,739 shares 1,739 $604K 0.06% -11 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,754 shares; 2023Q3: 6,085 shares; 2023Q4: 5,573 shares; 2024Q1: 5,066 shares 5,066 $597K 0.06% -507 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,034 shares; 2023Q3: 4,042 shares; 2023Q4: 3,323 shares; 2024Q1: 3,776 shares 3,776 $585K 0.06% +453 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,515 shares; 2023Q3: 7,919 shares; 2023Q4: 8,785 shares; 2024Q1: 8,350 shares 8,350 $584K 0.06% -435 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,325 shares; 2023Q3: 7,814 shares; 2023Q4: 7,966 shares; 2024Q1: 6,353 shares 6,353 $583K 0.06% -1,613 Timeline XLP 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,620 shares; 2023Q3: 13,480 shares; 2023Q4: 9,922 shares; 2024Q1: 7,598 shares 7,598 $580K 0.06% -2,324 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,154 shares; 2023Q3: 3,168 shares; 2023Q4: 3,221 shares; 2024Q1: 3,172 shares 3,172 $573K 0.06% -49 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,657 shares; 2023Q3: 2,622 shares; 2023Q4: 2,266 shares; 2024Q1: 2,284 shares 2,284 $570K 0.06% +18 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,407 shares; 2023Q3: 11,144 shares; 2023Q4: 11,025 shares; 2024Q1: 10,966 shares 10,966 $565K 0.06% -59 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,617 shares; 2023Q3: 1,600 shares; 2023Q4: 2,518 shares; 2024Q1: 2,613 shares 2,613 $563K 0.06% +95 Timeline VPL 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,524 shares; 2023Q3: 7,294 shares; 2023Q4: 7,404 shares; 2024Q1: 7,395 shares 7,395 $562K 0.06% -9 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,528 shares; 2023Q3: 5,134 shares; 2023Q4: 4,676 shares; 2024Q1: 4,459 shares 4,459 $559K 0.06% -217 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,076 shares; 2023Q3: 978 shares; 2023Q4: 1,262 shares; 2024Q1: 1,245 shares 1,245 $553K 0.06% -17 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,533 shares; 2023Q3: 3,518 shares; 2023Q4: 3,528 shares; 2024Q1: 3,532 shares 3,532 $551K 0.06% +4 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,019 shares; 2023Q3: 6,835 shares; 2023Q4: 6,999 shares; 2024Q1: 6,898 shares 6,898 $550K 0.06% -101 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,320 shares; 2023Q3: 2,379 shares; 2023Q4: 2,284 shares; 2024Q1: 2,196 shares 2,196 $548K 0.06% -88 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 541 shares; 2023Q3: 662 shares; 2023Q4: 682 shares; 2024Q1: 649 shares 649 $536K 0.05% -33 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,239 shares; 2023Q3: 5,408 shares; 2023Q4: 5,217 shares; 2024Q1: 5,210 shares 5,210 $528K 0.05% -7 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,287 shares; 2023Q3: 3,211 shares; 2023Q4: 3,211 shares; 2024Q1: 3,211 shares 3,211 $528K 0.05% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,386 shares; 2023Q3: 17,784 shares; 2023Q4: 11,883 shares; 2024Q1: 13,515 shares 13,515 $527K 0.05% +1,632 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 82,715 shares; 2023Q3: 86,261 shares; 2023Q4: 85,126 shares; 2024Q1: 18,759 shares 18,759 $527K 0.05% -66,367 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,060 shares; 2023Q3: 2,084 shares; 2023Q4: 1,816 shares; 2024Q1: 2,038 shares 2,038 $519K 0.05% +222 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 36,188 shares; 2023Q3: 36,188 shares; 2023Q4: 36,188 shares; 2024Q1: 36,188 shares 36,188 $510K 0.05% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,808 shares; 2023Q3: 2,836 shares; 2023Q4: 2,956 shares; 2024Q1: 2,470 shares 2,470 $507K 0.05% -486 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 459 shares; 2023Q3: 463 shares; 2023Q4: 478 shares; 2024Q1: 521 shares 521 $506K 0.05% +43 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,071 shares; 2023Q3: 4,322 shares; 2023Q4: 4,537 shares; 2024Q1: 4,192 shares 4,192 $501K 0.05% -345 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,335 shares; 2023Q3: 17,227 shares; 2023Q4: 17,555 shares; 2024Q1: 17,020 shares 17,020 $497K 0.05% -535 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,269 shares; 2023Q3: 1,264 shares; 2023Q4: 1,192 shares; 2024Q1: 1,176 shares 1,176 $492K 0.05% -16 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,083 shares; 2023Q3: 10,607 shares; 2023Q4: 10,453 shares; 2024Q1: 10,450 shares 10,450 $491K 0.05% -3 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,270 shares; 2023Q3: 1,416 shares; 2023Q4: 1,334 shares; 2024Q1: 1,183 shares 1,183 $486K 0.05% -151 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,127 shares; 2023Q3: 8,371 shares; 2023Q4: 7,717 shares; 2024Q1: 6,843 shares 6,843 $484K 0.05% -874 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,467 shares; 2023Q3: 4,389 shares; 2023Q4: 4,250 shares; 2024Q1: 3,759 shares 3,759 $483K 0.05% -491 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,041 shares; 2023Q3: 13,512 shares; 2023Q4: 8,404 shares; 2024Q1: 9,593 shares 9,593 $481K 0.05% +1,189 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,178 shares; 2023Q3: 1,264 shares; 2023Q4: 1,339 shares; 2024Q1: 1,310 shares 1,310 $476K 0.05% -29 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,206 shares; 2023Q3: 2,565 shares; 2023Q4: 2,450 shares; 2024Q1: 2,696 shares 2,696 $473K 0.05% +246 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,242 shares; 2023Q3: 3,692 shares; 2023Q4: 3,896 shares; 2024Q1: 3,248 shares 3,248 $472K 0.05% -648 NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 433 shares; 2023Q3: 518 shares; 2023Q4: 602 shares; 2024Q1: 615 shares 615 $469K 0.05% +13 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,634 shares; 2023Q3: 2,520 shares; 2023Q4: 2,443 shares; 2024Q1: 7,065 shares 7,065 $468K 0.05% +4,622 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,062 shares; 2023Q3: 4,067 shares; 2023Q4: not reported; 2024Q1: 7,973 shares 7,973 $459K 0.05% new Timeline MOTI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,013 shares; 2023Q3: 15,942 shares; 2023Q4: 12,861 shares; 2024Q1: 14,535 shares 14,535 $452K 0.05% +1,674 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,117 shares; 2023Q3: 1,868 shares; 2023Q4: 1,868 shares; 2024Q1: 1,880 shares 1,880 $451K 0.05% +12 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 15,682 shares; 2023Q3: 15,342 shares; 2023Q4: 15,342 shares; 2024Q1: 12,544 shares 12,544 $450K 0.05% -2,798 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,179 shares; 2023Q3: 10,785 shares; 2023Q4: 6,122 shares; 2024Q1: 9,990 shares 9,990 $447K 0.05% +3,868 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,169 shares; 2023Q3: 4,924 shares; 2023Q4: 4,825 shares; 2024Q1: 4,612 shares 4,612 $435K 0.04% -213 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,794 shares; 2023Q3: 4,734 shares; 2023Q4: 4,474 shares; 2024Q1: 4,622 shares 4,622 $435K 0.04% +148 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 35,521 shares; 2023Q4: 36,321 shares; 2024Q1: 36,285 shares 36,285 $433K 0.04% -36 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,590 shares; 2023Q3: 7,458 shares; 2023Q4: 7,310 shares; 2024Q1: 7,405 shares 7,405 $430K 0.04% +95 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,595 shares; 2023Q3: 5,455 shares; 2023Q4: 5,529 shares; 2024Q1: 5,477 shares 5,477 $428K 0.04% -52 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,973 shares; 2023Q3: 2,496 shares; 2023Q4: 2,262 shares; 2024Q1: 2,193 shares 2,193 $428K 0.04% -69 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,982 shares; 2023Q3: 3,568 shares; 2023Q4: 3,568 shares; 2024Q1: 3,703 shares 3,703 $427K 0.04% +135 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,791 shares; 2023Q3: 4,548 shares; 2023Q4: 4,548 shares; 2024Q1: 4,588 shares 4,588 $425K 0.04% +40 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,168 shares; 2023Q3: 2,749 shares; 2023Q4: 2,986 shares; 2024Q1: 3,318 shares 3,318 $424K 0.04% +332 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,052 shares; 2023Q3: 3,354 shares; 2023Q4: 3,175 shares; 2024Q1: 3,105 shares 3,105 $422K 0.04% -70 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,141 shares; 2024Q1: 2,586 shares 2,586 $422K 0.04% +445 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,683 shares; 2023Q3: 6,704 shares; 2023Q4: 6,723 shares; 2024Q1: 6,733 shares 6,733 $420K 0.04% +10 Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,652 shares; 2023Q3: 9,127 shares; 2023Q4: 8,593 shares; 2024Q1: 8,138 shares 8,138 $414K 0.04% -455 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,833 shares 1,833 $409K 0.04% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,667 shares; 2023Q3: 8,825 shares; 2023Q4: 5,665 shares; 2024Q1: 8,277 shares 8,277 $407K 0.04% +2,612 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,555 shares 1,555 $407K 0.04% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 733 shares; 2023Q3: 738 shares; 2023Q4: 739 shares; 2024Q1: 744 shares 744 $399K 0.04% +5 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,911 shares; 2023Q3: 6,481 shares; 2023Q4: 5,313 shares; 2024Q1: 5,851 shares 5,851 $391K 0.04% +538 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,785 shares; 2023Q3: 6,731 shares; 2023Q4: 6,630 shares; 2024Q1: 4,752 shares 4,752 $390K 0.04% -1,878 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,560 shares; 2023Q3: 7,390 shares; 2023Q4: 7,149 shares; 2024Q1: 10,302 shares 10,302 $388K 0.04% +3,153 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,779 shares; 2023Q3: 1,758 shares; 2023Q4: 1,791 shares; 2024Q1: 1,880 shares 1,880 $388K 0.04% +89 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,533 shares; 2023Q3: 2,576 shares; 2023Q4: 2,715 shares; 2024Q1: 2,802 shares 2,802 $385K 0.04% +87 Timeline XLU 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,025 shares; 2023Q3: 9,917 shares; 2023Q4: 3,699 shares; 2024Q1: 5,858 shares 5,858 $385K 0.04% +2,159 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,840 shares; 2023Q3: 2,365 shares; 2023Q4: 2,179 shares; 2024Q1: 2,249 shares 2,249 $381K 0.04% +70 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,456 shares; 2023Q3: 7,706 shares; 2023Q4: 5,145 shares; 2024Q1: 5,206 shares 5,206 $378K 0.04% +61 Timeline JEPQ 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,402 shares; 2023Q3: 7,021 shares; 2023Q4: 6,841 shares; 2024Q1: 6,772 shares 6,772 $367K 0.04% -69 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,672 shares; 2023Q3: 1,653 shares; 2023Q4: 2,086 shares; 2024Q1: 1,697 shares 1,697 $362K 0.04% -389 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,408 shares 3,408 $360K 0.04% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,294 shares; 2023Q4: 1,225 shares; 2024Q1: 1,123 shares 1,123 $360K 0.04% -102 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,819 shares; 2024Q1: 1,935 shares 1,935 $358K 0.04% +116 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,469 shares; 2023Q3: 2,227 shares; 2023Q4: 2,212 shares; 2024Q1: 2,465 shares 2,465 $357K 0.04% +253 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,024 shares; 2023Q3: 1,080 shares; 2023Q4: 1,159 shares; 2024Q1: 1,145 shares 1,145 $356K 0.04% -14 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,011 shares; 2023Q3: 3,135 shares; 2023Q4: 2,972 shares; 2024Q1: 3,004 shares 3,004 $353K 0.04% +32 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 8,058 shares; 2023Q4: 8,239 shares; 2024Q1: 8,204 shares 8,204 $352K 0.04% -35 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 29,953 shares; 2023Q3: 27,833 shares; 2023Q4: 27,760 shares; 2024Q1: 26,296 shares 26,296 $349K 0.04% -1,464 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,705 shares; 2023Q3: 4,553 shares; 2023Q4: 5,010 shares; 2024Q1: 4,710 shares 4,710 $345K 0.03% -300 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,205 shares; 2023Q3: 5,089 shares; 2023Q4: 5,181 shares; 2024Q1: 5,433 shares 5,433 $344K 0.03% +252 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,079 shares; 2023Q3: 9,096 shares; 2023Q4: 9,089 shares; 2024Q1: 9,187 shares 9,187 $340K 0.03% +98 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,335 shares; 2023Q3: 3,335 shares; 2023Q4: 3,335 shares; 2024Q1: 3,335 shares 3,335 $339K 0.03% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,649 shares; 2023Q3: 5,666 shares; 2023Q4: 4,783 shares; 2024Q1: 4,386 shares 4,386 $338K 0.03% -397 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,575 shares 5,575 $337K 0.03% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,006 shares; 2023Q3: 7,992 shares; 2023Q4: 7,596 shares; 2024Q1: 4,536 shares 4,536 $336K 0.03% -3,060 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,462 shares; 2023Q3: 2,391 shares; 2023Q4: 2,387 shares; 2024Q1: 2,395 shares 2,395 $332K 0.03% +8 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,291 shares; 2023Q3: 9,602 shares; 2023Q4: 9,602 shares; 2024Q1: 3,930 shares 3,930 $332K 0.03% -5,672 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,963 shares; 2023Q3: not reported; 2023Q4: 2,210 shares; 2024Q1: 2,216 shares 2,216 $330K 0.03% +6 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,675 shares; 2023Q3: 3,625 shares; 2023Q4: 3,266 shares; 2024Q1: 3,794 shares 3,794 $327K 0.03% +528 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 753 shares; 2023Q3: 760 shares; 2023Q4: 774 shares; 2024Q1: 907 shares 907 $325K 0.03% +133 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 744 shares 744 $324K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,077 shares 2,077 $324K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,710 shares; 2023Q3: 2,448 shares; 2023Q4: 2,316 shares; 2024Q1: 2,464 shares 2,464 $323K 0.03% +148 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,415 shares; 2023Q3: 2,343 shares; 2023Q4: 1,683 shares; 2024Q1: 2,143 shares 2,143 $319K 0.03% +460 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,056 shares; 2023Q3: 1,072 shares; 2023Q4: 1,125 shares; 2024Q1: 1,281 shares 1,281 $310K 0.03% +156 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,094 shares; 2023Q3: 1,073 shares; 2023Q4: 1,073 shares; 2024Q1: 1,073 shares 1,073 $309K 0.03% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,068 shares; 2023Q3: 7,823 shares; 2023Q4: 7,678 shares; 2024Q1: 7,973 shares 7,973 $308K 0.03% +295 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 970 shares; 2023Q3: 1,232 shares; 2023Q4: 1,385 shares; 2024Q1: 1,059 shares 1,059 $307K 0.03% -326 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,588 shares; 2023Q3: 2,781 shares; 2023Q4: 2,272 shares; 2024Q1: 2,371 shares 2,371 $307K 0.03% +99 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,836 shares; 2023Q3: 1,864 shares; 2023Q4: 1,704 shares; 2024Q1: 1,546 shares 1,546 $306K 0.03% -158 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,372 shares; 2023Q3: 1,289 shares; 2023Q4: 1,206 shares; 2024Q1: 1,159 shares 1,159 $302K 0.03% -47 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,444 shares; 2023Q3: 2,389 shares; 2023Q4: 2,442 shares; 2024Q1: 2,388 shares 2,388 $301K 0.03% -54 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,683 shares; 2023Q3: 5,573 shares; 2023Q4: 5,026 shares; 2024Q1: 4,368 shares 4,368 $301K 0.03% -658 WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,731 shares; 2023Q3: 3,680 shares; 2023Q4: 2,824 shares; 2024Q1: 3,211 shares 3,211 $300K 0.03% +387 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,055 shares; 2023Q3: 3,216 shares; 2023Q4: 3,220 shares; 2024Q1: 3,085 shares 3,085 $299K 0.03% -135 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,144 shares; 2023Q3: 2,129 shares; 2023Q4: 1,865 shares; 2024Q1: 1,861 shares 1,861 $297K 0.03% -4 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 486 shares; 2023Q3: 486 shares; 2023Q4: 522 shares; 2024Q1: 533 shares 533 $297K 0.03% +11 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 57,763 shares; 2023Q3: 57,763 shares; 2023Q4: 57,763 shares; 2024Q1: 49,558 shares 49,558 $294K 0.03% -8,205 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,130 shares; 2023Q3: 1,130 shares; 2023Q4: 1,085 shares; 2024Q1: 1,085 shares 1,085 $294K 0.03% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,990 shares; 2023Q3: 3,776 shares; 2023Q4: not reported; 2024Q1: 3,576 shares 3,576 $290K 0.03% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 458 shares; 2023Q3: not reported; 2023Q4: 520 shares; 2024Q1: 555 shares 555 $288K 0.03% +35 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,021 shares; 2023Q3: 6,021 shares; 2023Q4: 6,021 shares; 2024Q1: 6,021 shares 6,021 $287K 0.03% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,002 shares; 2023Q3: 3,159 shares; 2023Q4: 3,124 shares; 2024Q1: 3,188 shares 3,188 $287K 0.03% +64 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,180 shares; 2023Q3: 1,198 shares; 2023Q4: 1,103 shares; 2024Q1: 1,156 shares 1,156 $286K 0.03% +53 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,348 shares; 2023Q3: 4,123 shares; 2023Q4: 4,073 shares; 2024Q1: 4,223 shares 4,223 $283K 0.03% +150 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,609 shares; 2023Q3: 1,561 shares; 2023Q4: 1,524 shares; 2024Q1: 1,457 shares 1,457 $280K 0.03% -67 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 81 shares; 2023Q3: 84 shares; 2023Q4: 75 shares; 2024Q1: 77 shares 77 $279K 0.03% +2 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,340 shares; 2023Q3: 3,222 shares; 2023Q4: 3,073 shares; 2024Q1: 2,483 shares 2,483 $279K 0.03% -590 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,668 shares; 2023Q3: 3,828 shares; 2023Q4: 3,852 shares; 2024Q1: 3,882 shares 3,882 $279K 0.03% +30 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,465 shares; 2023Q3: 3,486 shares; 2023Q4: 3,486 shares; 2024Q1: 3,486 shares 3,486 $279K 0.03% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 271 shares 271 $276K 0.03% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,802 shares; 2023Q3: 4,644 shares; 2023Q4: 4,489 shares; 2024Q1: 4,735 shares 4,735 $273K 0.03% +246 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 22,102 shares; 2023Q3: 20,044 shares; 2023Q4: 16,801 shares; 2024Q1: 14,740 shares 14,740 $270K 0.03% -2,061 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 855 shares; 2024Q1: 947 shares 947 $269K 0.03% +92 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 935 shares; 2024Q1: 935 shares 935 $268K 0.03% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,004 shares; 2023Q3: 951 shares; 2023Q4: 936 shares; 2024Q1: 946 shares 946 $267K 0.03% +10 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 10,379 shares; 2023Q4: 10,379 shares; 2024Q1: 10,000 shares 10,000 $266K 0.03% -379 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,046 shares; 2023Q3: 1,153 shares; 2023Q4: 1,229 shares; 2024Q1: 1,246 shares 1,246 $266K 0.03% +17 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,024 shares; 2023Q3: 5,803 shares; 2023Q4: 5,705 shares; 2024Q1: 7,014 shares 7,014 $264K 0.03% +1,309 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,190 shares; 2023Q3: 9,058 shares; 2023Q4: 7,948 shares; 2024Q1: 7,986 shares 7,986 $263K 0.03% +38 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,229 shares; 2023Q3: 1,202 shares; 2023Q4: 1,166 shares; 2024Q1: 1,268 shares 1,268 $261K 0.03% +102 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,968 shares; 2023Q4: 1,841 shares; 2024Q1: 1,808 shares 1,808 $260K 0.03% -33 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,085 shares; 2023Q3: 4,081 shares; 2023Q4: 2,992 shares; 2024Q1: 2,994 shares 2,994 $255K 0.03% +2 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,283 shares; 2024Q1: 3,436 shares 3,436 $255K 0.03% +153 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,113 shares; 2024Q1: 2,105 shares 2,105 $254K 0.03% -8 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,000 shares; 2023Q3: 10,029 shares; 2023Q4: 10,029 shares; 2024Q1: 10,029 shares 10,029 $253K 0.03% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 361 shares 361 $252K 0.03% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,211 shares; 2023Q3: 5,390 shares; 2023Q4: not reported; 2024Q1: 5,176 shares 5,176 $252K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,166 shares; 2023Q3: 1,166 shares; 2023Q4: 1,049 shares; 2024Q1: 1,049 shares 1,049 $250K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,048 shares; 2023Q3: 5,100 shares; 2023Q4: 4,594 shares; 2024Q1: 3,427 shares 3,427 $246K 0.02% -1,167 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,311 shares; 2023Q3: 20,311 shares; 2023Q4: 20,311 shares; 2024Q1: 33,298 shares 33,298 $246K 0.02% +12,987 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,142 shares; 2023Q3: 3,543 shares; 2023Q4: 2,223 shares; 2024Q1: 2,296 shares 2,296 $243K 0.02% +73 Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,100 shares; 2023Q4: 898 shares; 2024Q1: 925 shares 925 $243K 0.02% +27 CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 355 shares; 2024Q1: 353 shares 353 $243K 0.02% -2 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,040 shares; 2023Q3: 1,040 shares; 2023Q4: 1,040 shares; 2024Q1: 1,040 shares 1,040 $241K 0.02% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,196 shares; 2023Q3: 1,207 shares; 2023Q4: 1,195 shares; 2024Q1: 1,099 shares 1,099 $237K 0.02% -96 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,493 shares; 2023Q3: not reported; 2023Q4: 3,985 shares; 2024Q1: 3,960 shares 3,960 $233K 0.02% -25 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,772 shares 1,772 $232K 0.02% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 532 shares; 2024Q1: 526 shares 526 $231K 0.02% -6 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,377 shares; 2024Q1: 3,380 shares 3,380 $230K 0.02% +3 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 161 shares; 2023Q3: 157 shares; 2023Q4: 153 shares; 2024Q1: 151 shares 151 $230K 0.02% -2 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,744 shares 1,744 $225K 0.02% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,423 shares; 2023Q3: 1,381 shares; 2023Q4: 1,313 shares; 2024Q1: 1,331 shares 1,331 $225K 0.02% +18 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,745 shares; 2023Q3: 2,745 shares; 2023Q4: 2,517 shares; 2024Q1: 2,043 shares 2,043 $225K 0.02% -474 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 750 shares; 2024Q1: 823 shares 823 $224K 0.02% +73 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 911 shares; 2024Q1: 819 shares 819 $224K 0.02% -92 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,389 shares; 2023Q3: 4,065 shares; 2023Q4: not reported; 2024Q1: 4,124 shares 4,124 $223K 0.02% new Timeline LABORATORY CORP OF AMERICA LABORATORY CORP OF AMERICA More: the full row for LABORATORY CORP OF AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,021 shares; 2023Q3: 1,090 shares; 2023Q4: 1,004 shares; 2024Q1: 1,017 shares 1,017 $222K 0.02% +13 ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 196 shares 196 $221K 0.02% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,412 shares; 2023Q3: 4,147 shares; 2023Q4: 3,979 shares; 2024Q1: 3,738 shares 3,738 $219K 0.02% -241 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,277 shares; 2024Q1: 4,252 shares 4,252 $218K 0.02% -25 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,309 shares 1,309 $216K 0.02% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,153 shares; 2023Q3: 9,122 shares; 2023Q4: 7,803 shares; 2024Q1: 7,825 shares 7,825 $215K 0.02% +22 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,908 shares 2,908 $215K 0.02% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,334 shares; 2024Q1: 8,423 shares 8,423 $214K 0.02% +89 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,179 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,222 shares 1,222 $211K 0.02% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 442 shares; 2023Q4: 429 shares; 2024Q1: 368 shares 368 $210K 0.02% -61 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 934 shares 934 $210K 0.02% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,175 shares; 2023Q3: 3,394 shares; 2023Q4: 3,000 shares; 2024Q1: 2,867 shares 2,867 $210K 0.02% -133 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,984 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,912 shares 4,912 $210K 0.02% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 351 shares; 2024Q1: 335 shares 335 $210K 0.02% -16 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,033 shares 1,033 $204K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,766 shares; 2023Q4: 2,707 shares; 2024Q1: 2,662 shares 2,662 $204K 0.02% -45 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,277 shares; 2023Q3: 12,120 shares; 2023Q4: not reported; 2024Q1: 11,383 shares 11,383 $204K 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,194 shares 1,194 $204K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,961 shares; 2023Q3: 5,540 shares; 2023Q4: 4,916 shares; 2024Q1: 3,508 shares 3,508 $203K 0.02% -1,408 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,988 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,670 shares 4,670 $202K 0.02% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,078 shares 2,078 $202K 0.02% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,617 shares; 2023Q3: 4,904 shares; 2023Q4: 4,506 shares; 2024Q1: 3,092 shares 3,092 $202K 0.02% -1,414 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,834 shares; 2023Q3: 2,735 shares; 2023Q4: not reported; 2024Q1: 2,610 shares 2,610 $202K 0.02% new Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,707 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,578 shares 2,578 $201K 0.02% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,235 shares; 2023Q3: 14,096 shares; 2023Q4: 12,570 shares; 2024Q1: 12,756 shares 12,756 $201K 0.02% +186 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,552 shares 2,552 $200K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,224 shares 10,224 $192K 0.02% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 81,764 shares; 2023Q3: 83,428 shares; 2023Q4: 80,062 shares; 2024Q1: 71,240 shares 71,240 $185K 0.02% -8,822 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,314 shares; 2023Q3: 11,314 shares; 2023Q4: 11,314 shares; 2024Q1: 11,314 shares 11,314 $184K 0.02% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15,230 shares 15,230 $175K 0.02% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17,924 shares 17,924 $152K 0.02% new Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,055 shares; 2023Q3: 20,178 shares; 2023Q4: 20,178 shares; 2024Q1: 20,171 shares 20,171 $130K 0.01% -7 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,724 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,921 shares 11,921 $113K 0.01% new DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 50,000 shares; 2023Q3: 50,000 shares; 2023Q4: 50,000 shares; 2024Q1: 50,000 shares 50,000 $97.5K 0.01% 0 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,438 shares; 2023Q3: 20,438 shares; 2023Q4: 20,438 shares; 2024Q1: 20,438 shares 20,438 $61.9K 0.01% 0 Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 11,474 shares; 2023Q4: 11,361 shares; 2024Q1: 10,552 shares 10,552 $61.2K 0.01% -809 SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 14,949 shares; 2023Q3: 14,954 shares; 2023Q4: 14,289 shares; 2024Q1: 14,291 shares 14,291 $55.4K 0.01% +2 TRX TRX GOLD CORPORATION More: the full row for TRX GOLD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 25,000 shares; 2023Q3: 25,000 shares; 2023Q4: 25,000 shares; 2024Q1: 25,000 shares 25,000 $9.72K <0.01% 0 Timeline