IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 319,118 shares; 2023Q3: 335,681 shares; 2023Q4: 349,730 shares; 2024Q1: 313,456 shares; 2024Q2: 321,877 shares; 2024Q3: 329,805 shares; 2024Q4: 335,240 shares 335,240 $197M 17.1% +5,435 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,704,645 shares; 2023Q3: 1,659,616 shares; 2023Q4: 1,690,017 shares; 2024Q1: 1,534,206 shares; 2024Q2: 1,322,651 shares; 2024Q3: 1,281,656 shares; 2024Q4: 3,723,872 shares 3,723,872 $86.3M 7.48% +2,442,216 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,087,006 shares; 2023Q3: 1,149,764 shares; 2023Q4: 1,222,573 shares; 2024Q1: 1,274,457 shares; 2024Q2: 1,213,150 shares; 2024Q3: 1,244,394 shares; 2024Q4: 1,294,742 shares 1,294,742 $61.9M 5.37% +50,348 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; 2023Q1: restricted; 2023Q2: 1,231,737 shares; 2023Q3: 1,207,290 shares; 2023Q4: 1,187,205 shares; 2024Q1: 1,161,010 shares; 2024Q2: 1,126,707 shares; 2024Q3: 1,106,494 shares; 2024Q4: 2,092,926 shares 2,092,926 $54.1M 4.69% +986,432 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 901,029 shares; 2023Q3: 961,557 shares; 2023Q4: 997,944 shares; 2024Q1: 1,059,049 shares; 2024Q2: 1,041,870 shares; 2024Q3: 1,070,044 shares; 2024Q4: 1,111,829 shares 1,111,829 $49M 4.24% +41,785 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,443 shares; 2023Q3: 5,635 shares; 2023Q4: 5,779 shares; 2024Q1: 29,611 shares; 2024Q2: 30,108 shares; 2024Q3: 46,267 shares; 2024Q4: 760,513 shares 760,513 $47.4M 4.11% +714,246 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 224,373 shares; 2023Q3: 223,712 shares; 2023Q4: 221,771 shares; 2024Q1: 217,240 shares; 2024Q2: 189,665 shares; 2024Q3: 188,103 shares; 2024Q4: 184,209 shares 184,209 $44.3M 3.84% -3,894 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 649,404 shares; 2023Q3: 641,453 shares; 2023Q4: 637,860 shares; 2024Q1: 616,410 shares; 2024Q2: 611,994 shares; 2024Q3: 609,126 shares; 2024Q4: 600,912 shares 600,912 $42.2M 3.66% -8,214 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 121,209 shares; 2023Q3: 160,118 shares; 2023Q4: 199,170 shares; 2024Q1: 242,525 shares; 2024Q2: 274,291 shares; 2024Q3: 298,702 shares; 2024Q4: 311,111 shares 311,111 $35.8M 3.11% +12,409 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 108,232 shares; 2023Q3: 96,608 shares; 2023Q4: 93,650 shares; 2024Q1: 84,932 shares; 2024Q2: 91,060 shares; 2024Q3: 91,734 shares; 2024Q4: 94,467 shares 94,467 $23.7M 2.05% +2,733 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 100,483 shares; 2023Q3: 107,870 shares; 2023Q4: 113,946 shares; 2024Q1: 144,014 shares; 2024Q2: 157,849 shares; 2024Q3: 165,605 shares; 2024Q4: 229,041 shares 229,041 $22.2M 1.92% +63,436 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 38,366 shares; 2023Q3: 42,867 shares; 2023Q4: 43,127 shares; 2024Q1: 47,242 shares; 2024Q2: 48,368 shares; 2024Q3: 48,896 shares; 2024Q4: 50,462 shares 50,462 $21.3M 1.84% +1,566 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; 2023Q1: restricted; 2023Q2: 798,058 shares; 2023Q3: 858,107 shares; 2023Q4: 891,037 shares; 2024Q1: 931,136 shares; 2024Q2: 915,132 shares; 2024Q3: 902,599 shares; 2024Q4: 946,502 shares 946,502 $20.4M 1.76% +43,903 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,240 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 333,392 shares 333,392 $16.7M 1.45% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 28,171 shares; 2023Q3: 29,361 shares; 2023Q4: 29,912 shares; 2024Q1: 28,753 shares; 2024Q2: 28,435 shares; 2024Q3: 29,258 shares; 2024Q4: 29,054 shares 29,054 $15.7M 1.36% -204 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 301,455 shares; 2023Q3: 311,137 shares; 2023Q4: 304,202 shares; 2024Q1: 299,511 shares; 2024Q2: 299,313 shares; 2024Q3: 300,016 shares; 2024Q4: 295,189 shares 295,189 $15.4M 1.34% -4,827 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 114,494 shares; 2023Q3: 114,012 shares; 2023Q4: 111,443 shares; 2024Q1: 111,609 shares; 2024Q2: 109,773 shares; 2024Q3: 109,215 shares; 2024Q4: 107,860 shares 107,860 $13.6M 1.18% -1,355 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 47,793 shares; 2023Q3: 47,750 shares; 2023Q4: 47,508 shares; 2024Q1: 47,314 shares; 2024Q2: 47,554 shares; 2024Q3: 47,528 shares; 2024Q4: 47,490 shares 47,490 $11.4M 0.99% -38 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,319 shares; 2023Q3: 9,473 shares; 2023Q4: 9,149 shares; 2024Q1: 8,416 shares; 2024Q2: 85,187 shares; 2024Q3: 83,952 shares; 2024Q4: 84,234 shares 84,234 $11.3M 0.98% +282 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,076 shares; 2023Q3: 978 shares; 2023Q4: 1,262 shares; 2024Q1: 1,245 shares; 2024Q2: 18,653 shares; 2024Q3: 18,961 shares; 2024Q4: 19,566 shares 19,566 $10M 0.87% +605 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; 2023Q1: restricted; 2023Q2: 48,488 shares; 2023Q3: 76,451 shares; 2023Q4: 97,865 shares; 2024Q1: 117,337 shares; 2024Q2: 135,712 shares; 2024Q3: 151,937 shares; 2024Q4: 172,615 shares 172,615 $9.55M 0.83% +20,678 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,123 shares; 2023Q3: 2,108 shares; 2023Q4: 5,454 shares; 2024Q1: 2,100 shares; 2024Q2: 2,070 shares; 2024Q3: 2,070 shares; 2024Q4: 14,950 shares 14,950 $8.76M 0.76% +12,880 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 39,429 shares; 2023Q3: 34,999 shares; 2023Q4: 34,902 shares; 2024Q1: 34,806 shares; 2024Q2: 35,821 shares; 2024Q3: 37,810 shares; 2024Q4: 39,829 shares 39,829 $8.74M 0.76% +2,019 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 35,361 shares; 2023Q3: 35,192 shares; 2023Q4: 35,143 shares; 2024Q1: 34,208 shares; 2024Q2: 34,611 shares; 2024Q3: 34,557 shares; 2024Q4: 35,185 shares 35,185 $8.43M 0.73% +628 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 23,957 shares; 2023Q3: 23,645 shares; 2023Q4: 22,857 shares; 2024Q1: 22,083 shares; 2024Q2: 21,162 shares; 2024Q3: 20,787 shares; 2024Q4: 20,406 shares 20,406 $8.38M 0.73% -381 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,674 shares; 2023Q3: 3,737 shares; 2023Q4: 3,697 shares; 2024Q1: 3,724 shares; 2024Q2: 3,709 shares; 2024Q3: 3,705 shares; 2024Q4: 25,132 shares 25,132 $7.28M 0.63% +21,427 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; 2023Q1: restricted; 2023Q2: 167,605 shares; 2023Q3: 168,073 shares; 2023Q4: 165,554 shares; 2024Q1: 42,481 shares; 2024Q2: 42,481 shares; 2024Q3: 156,208 shares; 2024Q4: 156,054 shares 156,054 $6.95M 0.6% -154 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 30,324 shares; 2023Q3: 30,285 shares; 2023Q4: 31,173 shares; 2024Q1: 32,040 shares; 2024Q2: 31,338 shares; 2024Q3: 31,264 shares; 2024Q4: 31,297 shares 31,297 $6.13M 0.53% +33 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,862 shares; 2023Q3: 11,840 shares; 2023Q4: 13,019 shares; 2024Q1: 11,517 shares; 2024Q2: 11,713 shares; 2024Q3: 11,575 shares; 2024Q4: 12,035 shares 12,035 $4.83M 0.42% +460 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,112 shares; 2023Q3: 2,075 shares; 2023Q4: 2,252 shares; 2024Q1: 2,001 shares; 2024Q2: 2,113 shares; 2024Q3: 20,979 shares; 2024Q4: 20,091 shares 20,091 $4.66M 0.4% -888 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 17,084 shares; 2023Q3: 16,822 shares; 2023Q4: 16,292 shares; 2024Q1: 16,392 shares; 2024Q2: 16,304 shares; 2024Q3: 16,555 shares; 2024Q4: 16,456 shares 16,456 $4.35M 0.38% -99 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; 2023Q1: restricted; 2023Q2: 99,109 shares; 2023Q3: 93,186 shares; 2023Q4: 91,690 shares; 2024Q1: 86,420 shares; 2024Q2: 82,525 shares; 2024Q3: 82,525 shares; 2024Q4: 82,375 shares 82,375 $4.21M 0.37% -150 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,455 shares; 2023Q3: 4,444 shares; 2023Q4: 4,432 shares; 2024Q1: 4,442 shares; 2024Q2: 6,536 shares; 2024Q3: 6,494 shares; 2024Q4: 6,471 shares 6,471 $4.12M 0.36% -23 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 19,399 shares; 2023Q3: 19,942 shares; 2023Q4: 19,932 shares; 2024Q1: 19,494 shares; 2024Q2: 21,059 shares; 2024Q3: 21,710 shares; 2024Q4: 21,713 shares 21,713 $4.11M 0.36% +3 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,620 shares; 2023Q3: 8,660 shares; 2023Q4: 8,282 shares; 2024Q1: 8,316 shares; 2024Q2: 8,639 shares; 2024Q3: 8,851 shares; 2024Q4: 9,050 shares 9,050 $4.1M 0.36% +199 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,259 shares; 2023Q3: 5,632 shares; 2023Q4: 5,680 shares; 2024Q1: 5,810 shares; 2024Q2: 6,223 shares; 2024Q3: 6,448 shares; 2024Q4: 6,976 shares 6,976 $4.08M 0.35% +528 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 16,648 shares; 2023Q3: 17,436 shares; 2023Q4: 17,242 shares; 2024Q1: 17,104 shares; 2024Q2: 17,726 shares; 2024Q3: 18,156 shares; 2024Q4: 19,213 shares 19,213 $3.66M 0.32% +1,057 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 27,820 shares; 2023Q3: 27,517 shares; 2023Q4: 28,513 shares; 2024Q1: 29,304 shares; 2024Q2: 32,481 shares; 2024Q3: 33,043 shares; 2024Q4: 32,980 shares 32,980 $3.55M 0.31% -63 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 23,517 shares; 2023Q3: 20,762 shares; 2023Q4: 22,706 shares; 2024Q1: 17,837 shares; 2024Q2: 18,437 shares; 2024Q3: 17,206 shares; 2024Q4: 20,281 shares 20,281 $3.43M 0.3% +3,075 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; 2023Q1: restricted; 2023Q2: 18,126 shares; 2023Q3: 18,127 shares; 2023Q4: 18,126 shares; 2024Q1: 18,127 shares; 2024Q2: 18,102 shares; 2024Q3: 18,095 shares; 2024Q4: 18,095 shares 18,095 $3.37M 0.29% 0 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; 2023Q1: restricted; 2023Q2: 62,111 shares; 2023Q3: 71,697 shares; 2023Q4: 90,753 shares; 2024Q1: 118,778 shares; 2024Q2: 127,961 shares; 2024Q3: 140,916 shares; 2024Q4: 141,233 shares 141,233 $3.37M 0.29% +317 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,090 shares; 2023Q3: 11,503 shares; 2023Q4: 10,754 shares; 2024Q1: 10,095 shares; 2024Q2: 10,102 shares; 2024Q3: 10,458 shares; 2024Q4: 10,366 shares 10,366 $3.28M 0.28% -92 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; 2023Q1: restricted; 2023Q2: 35,542 shares; 2023Q3: 38,683 shares; 2023Q4: 41,593 shares; 2024Q1: 57,035 shares; 2024Q2: 72,332 shares; 2024Q3: 78,908 shares; 2024Q4: 73,168 shares 73,168 $3.23M 0.28% -5,740 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 59,827 shares; 2023Q3: 56,563 shares; 2023Q4: 53,696 shares; 2024Q1: 55,241 shares; 2024Q2: 55,705 shares; 2024Q3: 56,794 shares; 2024Q4: 60,763 shares 60,763 $3.18M 0.28% +3,969 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 29,085 shares; 2023Q3: 29,395 shares; 2023Q4: 33,695 shares; 2024Q1: 41,581 shares; 2024Q2: 57,536 shares; 2024Q3: 57,867 shares; 2024Q4: 61,553 shares 61,553 $3.09M 0.27% +3,686 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; 2023Q1: restricted; 2023Q2: 81,427 shares; 2023Q3: 89,492 shares; 2023Q4: 95,822 shares; 2024Q1: 107,993 shares; 2024Q2: 113,220 shares; 2024Q3: 117,464 shares; 2024Q4: 124,586 shares 124,586 $3.06M 0.27% +7,122 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,352 shares; 2023Q3: 7,393 shares; 2023Q4: 7,397 shares; 2024Q1: 8,007 shares; 2024Q2: 7,352 shares; 2024Q3: 7,154 shares; 2024Q4: 7,367 shares 7,367 $2.98M 0.26% +213 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,547 shares; 2023Q3: 11,375 shares; 2023Q4: 11,253 shares; 2024Q1: 10,463 shares; 2024Q2: 10,041 shares; 2024Q3: 9,436 shares; 2024Q4: 12,235 shares 12,235 $2.84M 0.25% +2,799 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 27,787 shares 27,787 $2.84M 0.25% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,300 shares; 2023Q3: 6,277 shares; 2023Q4: 6,320 shares; 2024Q1: 6,500 shares; 2024Q2: 6,411 shares; 2024Q3: 6,393 shares; 2024Q4: 6,812 shares 6,812 $2.65M 0.23% +419 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,667 shares; 2023Q3: 2,566 shares; 2023Q4: 2,721 shares; 2024Q1: 2,917 shares; 2024Q2: 2,897 shares; 2024Q3: 3,144 shares; 2024Q4: 3,353 shares 3,353 $2.59M 0.22% +209 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; 2023Q1: restricted; 2023Q2: 34,201 shares; 2023Q3: 37,969 shares; 2023Q4: 42,405 shares; 2024Q1: 47,393 shares; 2024Q2: 51,233 shares; 2024Q3: 53,275 shares; 2024Q4: 55,688 shares 55,688 $2.58M 0.22% +2,413 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 17,632 shares; 2023Q3: 17,802 shares; 2023Q4: 17,607 shares; 2024Q1: 19,759 shares; 2024Q2: 19,181 shares; 2024Q3: 17,962 shares; 2024Q4: 17,557 shares 17,557 $2.54M 0.22% -405 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,963 shares; 2023Q3: 5,030 shares; 2023Q4: 5,233 shares; 2024Q1: 4,936 shares; 2024Q2: 4,884 shares; 2024Q3: 4,625 shares; 2024Q4: 4,559 shares 4,559 $2.31M 0.2% -66 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 14,771 shares; 2023Q3: 13,871 shares; 2023Q4: 14,364 shares; 2024Q1: 14,261 shares; 2024Q2: 13,514 shares; 2024Q3: 13,672 shares; 2024Q4: 13,459 shares 13,459 $2.26M 0.2% -213 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,405 shares; 2023Q3: 5,418 shares; 2023Q4: 6,459 shares; 2024Q1: 8,941 shares; 2024Q2: 9,013 shares; 2024Q3: 10,075 shares; 2024Q4: 10,127 shares 10,127 $2.23M 0.19% +52 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; 2023Q1: restricted; 2023Q2: 42,453 shares; 2023Q3: 40,679 shares; 2023Q4: 39,445 shares; 2024Q1: 38,355 shares; 2024Q2: 38,127 shares; 2024Q3: 38,237 shares; 2024Q4: 38,353 shares 38,353 $2.13M 0.19% +116 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,011 shares; 2023Q3: 3,314 shares; 2023Q4: 3,918 shares; 2024Q1: 3,871 shares; 2024Q2: 3,784 shares; 2024Q3: 3,833 shares; 2024Q4: 3,710 shares 3,710 $2.12M 0.18% -123 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 58,535 shares; 2024Q2: 56,853 shares; 2024Q3: 56,367 shares; 2024Q4: 56,631 shares 56,631 $2.12M 0.18% +264 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,778 shares; 2023Q3: 11,549 shares; 2023Q4: 11,953 shares; 2024Q1: 12,997 shares; 2024Q2: 13,583 shares; 2024Q3: 13,082 shares; 2024Q4: 12,674 shares 12,674 $2.11M 0.18% -408 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,821 shares; 2023Q3: 9,076 shares; 2023Q4: 9,497 shares; 2024Q1: 28,386 shares; 2024Q2: 25,239 shares; 2024Q3: 25,536 shares; 2024Q4: 23,131 shares 23,131 $2.09M 0.18% -2,405 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 67,825 shares; 2023Q3: 65,462 shares; 2023Q4: 62,884 shares; 2024Q1: 62,771 shares; 2024Q2: 60,720 shares; 2024Q3: 60,832 shares; 2024Q4: 59,980 shares 59,980 $2.07M 0.18% -852 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,862 shares; 2023Q3: 11,884 shares; 2023Q4: 11,933 shares; 2024Q1: 12,343 shares; 2024Q2: 12,121 shares; 2024Q3: 11,605 shares; 2024Q4: 11,607 shares 11,607 $2M 0.17% +2 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; 2023Q1: restricted; 2023Q2: 6,427 shares; 2023Q3: 6,842 shares; 2023Q4: 6,296 shares; 2024Q1: 6,296 shares; 2024Q2: 6,296 shares; 2024Q3: 6,296 shares; 2024Q4: 7,597 shares 7,597 $1.93M 0.17% +1,301 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,853 shares; 2023Q3: 9,072 shares; 2023Q4: 9,231 shares; 2024Q1: 9,763 shares; 2024Q2: 9,833 shares; 2024Q3: 10,850 shares; 2024Q4: 10,811 shares 10,811 $1.91M 0.17% -39 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 17,600 shares; 2023Q3: 17,809 shares; 2023Q4: 17,469 shares; 2024Q1: 16,474 shares; 2024Q2: 16,543 shares; 2024Q3: 15,852 shares; 2024Q4: 15,843 shares 15,843 $1.91M 0.17% -9 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,089 shares; 2023Q3: 7,934 shares; 2023Q4: 7,941 shares; 2024Q1: 21,287 shares; 2024Q2: 24,733 shares; 2024Q3: 31,024 shares; 2024Q4: 38,421 shares 38,421 $1.86M 0.16% +7,397 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; 2023Q1: restricted; 2023Q2: 7,652 shares; 2023Q3: 7,652 shares; 2023Q4: 7,652 shares; 2024Q1: 7,652 shares; 2024Q2: 7,652 shares; 2024Q3: 7,652 shares; 2024Q4: 7,613 shares 7,613 $1.81M 0.16% -39 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 21,876 shares; 2023Q3: 21,981 shares; 2023Q4: 20,645 shares; 2024Q1: 19,062 shares; 2024Q2: 19,554 shares; 2024Q3: 18,442 shares; 2024Q4: 18,175 shares 18,175 $1.81M 0.16% -267 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,184 shares; 2023Q3: 7,057 shares; 2023Q4: 7,027 shares; 2024Q1: 6,795 shares; 2024Q2: 6,447 shares; 2024Q3: 6,180 shares; 2024Q4: 6,184 shares 6,184 $1.79M 0.16% +4 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 42,843 shares; 2023Q3: 46,194 shares; 2023Q4: 40,527 shares; 2024Q1: 39,787 shares; 2024Q2: 37,927 shares; 2024Q3: 36,946 shares; 2024Q4: 38,279 shares 38,279 $1.68M 0.15% +1,333 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 53,340 shares; 2023Q3: 55,308 shares; 2023Q4: 43,875 shares; 2024Q1: 40,874 shares; 2024Q2: 42,284 shares; 2024Q3: 58,519 shares; 2024Q4: 45,629 shares 45,629 $1.68M 0.15% -12,890 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,963 shares; 2023Q3: 10,485 shares; 2023Q4: 10,690 shares; 2024Q1: 10,074 shares; 2024Q2: 10,105 shares; 2024Q3: 9,752 shares; 2024Q4: 9,439 shares 9,439 $1.68M 0.15% -313 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,451 shares; 2023Q3: 11,105 shares; 2023Q4: 11,170 shares; 2024Q1: 11,267 shares; 2024Q2: 9,802 shares; 2024Q3: 9,963 shares; 2024Q4: 28,895 shares 28,895 $1.66M 0.14% +18,932 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; 2023Q1: restricted; 2023Q2: 25,515 shares; 2023Q3: 25,602 shares; 2023Q4: 25,718 shares; 2024Q1: 25,771 shares; 2024Q2: 25,842 shares; 2024Q3: 25,896 shares; 2024Q4: 25,974 shares 25,974 $1.66M 0.14% +78 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; 2023Q1: restricted; 2023Q2: 6,493 shares; 2023Q3: 6,493 shares; 2023Q4: 6,493 shares; 2024Q1: 147,814 shares; 2024Q2: 148,839 shares; 2024Q3: 34,381 shares; 2024Q4: 34,381 shares 34,381 $1.65M 0.14% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,195 shares; 2023Q3: 11,427 shares; 2023Q4: 10,154 shares; 2024Q1: 10,837 shares; 2024Q2: 10,544 shares; 2024Q3: 10,226 shares; 2024Q4: 10,208 shares 10,208 $1.63M 0.14% -18 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 14,677 shares; 2023Q3: 14,462 shares; 2023Q4: 15,373 shares; 2024Q1: 15,640 shares; 2024Q2: 11,970 shares; 2024Q3: 10,688 shares; 2024Q4: 11,664 shares 11,664 $1.6M 0.14% +976 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; 2023Q1: restricted; 2023Q2: 20,066 shares; 2023Q3: 19,053 shares; 2023Q4: 18,001 shares; 2024Q1: 17,650 shares; 2024Q2: 14,051 shares; 2024Q3: 13,834 shares; 2024Q4: 13,676 shares 13,676 $1.58M 0.14% -158 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 21,554 shares; 2023Q3: 21,858 shares; 2023Q4: 21,841 shares; 2024Q1: 21,801 shares; 2024Q2: 21,435 shares; 2024Q3: 16,964 shares; 2024Q4: 17,231 shares 17,231 $1.53M 0.13% +267 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,682 shares; 2023Q3: 4,751 shares; 2023Q4: 4,545 shares; 2024Q1: 4,654 shares; 2024Q2: 4,664 shares; 2024Q3: 4,664 shares; 2024Q4: 4,575 shares 4,575 $1.52M 0.13% -89 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,031 shares; 2023Q3: 3,088 shares; 2023Q4: 2,939 shares; 2024Q1: 2,728 shares; 2024Q2: 2,858 shares; 2024Q3: 2,912 shares; 2024Q4: 2,881 shares 2,881 $1.52M 0.13% -31 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; 2023Q1: restricted; 2023Q2: 34,832 shares; 2023Q3: 34,750 shares; 2023Q4: 34,867 shares; 2024Q1: 34,977 shares; 2024Q2: 35,114 shares; 2024Q3: 35,244 shares; 2024Q4: 35,376 shares 35,376 $1.45M 0.13% +132 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 17,716 shares; 2023Q3: 14,934 shares; 2023Q4: 15,027 shares; 2024Q1: 11,492 shares; 2024Q2: 11,302 shares; 2024Q3: 10,669 shares; 2024Q4: 9,973 shares 9,973 $1.44M 0.13% -696 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,396 shares; 2023Q3: 1,500 shares; 2023Q4: 1,491 shares; 2024Q1: 1,566 shares; 2024Q2: 1,549 shares; 2024Q3: 1,631 shares; 2024Q4: 1,597 shares 1,597 $1.42M 0.12% -34 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,764 shares; 2023Q3: 8,834 shares; 2023Q4: 9,123 shares; 2024Q1: 8,707 shares; 2024Q2: 8,897 shares; 2024Q3: 9,086 shares; 2024Q4: 9,123 shares 9,123 $1.39M 0.12% +37 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,924 shares; 2023Q3: 5,904 shares; 2023Q4: 8,485 shares; 2024Q1: 6,791 shares; 2024Q2: 7,027 shares; 2024Q3: 6,860 shares; 2024Q4: 7,467 shares 7,467 $1.38M 0.12% +607 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,244 shares; 2023Q3: 2,738 shares; 2023Q4: 2,645 shares; 2024Q1: 2,616 shares; 2024Q2: 2,660 shares; 2024Q3: 2,689 shares; 2024Q4: 2,574 shares 2,574 $1.34M 0.12% -115 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 33,220 shares; 2023Q3: 33,081 shares; 2023Q4: 29,178 shares; 2024Q1: 28,885 shares; 2024Q2: 28,508 shares; 2024Q3: 27,096 shares; 2024Q4: 25,907 shares 25,907 $1.27M 0.11% -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; 2023Q1: restricted; 2023Q2: 19,743 shares; 2023Q3: 19,709 shares; 2023Q4: 17,024 shares; 2024Q1: 16,507 shares; 2024Q2: 16,901 shares; 2024Q3: 16,024 shares; 2024Q4: 16,329 shares 16,329 $1.26M 0.11% +305 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 40,019 shares; 2023Q3: 39,896 shares; 2023Q4: 40,042 shares; 2024Q1: 35,799 shares; 2024Q2: 35,611 shares; 2024Q3: 34,521 shares; 2024Q4: 33,003 shares 33,003 $1.24M 0.11% -1,518 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,544 shares; 2023Q3: 8,405 shares; 2023Q4: 9,606 shares; 2024Q1: 9,912 shares; 2024Q2: 10,645 shares; 2024Q3: 10,667 shares; 2024Q4: 11,598 shares 11,598 $1.23M 0.11% +931 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; 2023Q1: restricted; 2023Q2: 8,954 shares; 2023Q3: 8,902 shares; 2023Q4: 11,317 shares; 2024Q1: 8,450 shares; 2024Q2: 12,108 shares; 2024Q3: 14,684 shares; 2024Q4: 44,252 shares 44,252 $1.21M 0.1% +29,568 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,949 shares; 2023Q3: 6,767 shares; 2023Q4: 6,688 shares; 2024Q1: 6,116 shares; 2024Q2: 5,856 shares; 2024Q3: 5,849 shares; 2024Q4: 5,833 shares 5,833 $1.21M 0.1% -16 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,845 shares; 2023Q3: 2,793 shares; 2023Q4: 2,666 shares; 2024Q1: 2,848 shares; 2024Q2: 2,765 shares; 2024Q3: 3,747 shares; 2024Q4: 4,060 shares 4,060 $1.2M 0.1% +313 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,145 shares; 2023Q3: 10,021 shares; 2023Q4: 9,174 shares; 2024Q1: 10,363 shares; 2024Q2: 10,565 shares; 2024Q3: 9,643 shares; 2024Q4: 10,438 shares 10,438 $1.16M 0.1% +795 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,139 shares; 2023Q3: 8,979 shares; 2023Q4: 8,724 shares; 2024Q1: 9,093 shares; 2024Q2: 8,994 shares; 2024Q3: 8,759 shares; 2024Q4: 9,988 shares 9,988 $1.16M 0.1% +1,229 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 58,105 shares; 2023Q3: 49,562 shares; 2023Q4: 50,988 shares; 2024Q1: 47,821 shares; 2024Q2: 50,457 shares; 2024Q3: 48,145 shares; 2024Q4: 49,954 shares 49,954 $1.14M 0.1% +1,809 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 22,651 shares; 2023Q3: 24,039 shares; 2023Q4: 20,335 shares; 2024Q1: 19,855 shares; 2024Q2: 17,787 shares; 2024Q3: 17,764 shares; 2024Q4: 18,077 shares 18,077 $1.13M 0.1% +313 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; 2023Q1: restricted; 2023Q2: 51,460 shares; 2023Q3: 51,460 shares; 2023Q4: 51,858 shares; 2024Q1: 51,419 shares; 2024Q2: 51,419 shares; 2024Q3: 51,419 shares; 2024Q4: 51,742 shares 51,742 $1.12M 0.1% +323 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,161 shares; 2023Q3: 2,816 shares; 2023Q4: 2,662 shares; 2024Q1: 2,956 shares; 2024Q2: 3,015 shares; 2024Q3: 3,129 shares; 2024Q4: 3,337 shares 3,337 $1.12M 0.1% +208 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 15,059 shares; 2023Q3: 15,471 shares; 2023Q4: 16,878 shares; 2024Q1: 16,594 shares; 2024Q2: 16,724 shares; 2024Q3: 16,410 shares; 2024Q4: 15,397 shares 15,397 $1.08M 0.09% -1,013 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,052 shares; 2023Q3: 3,354 shares; 2023Q4: 3,175 shares; 2024Q1: 3,105 shares; 2024Q2: 4,642 shares; 2024Q3: 5,767 shares; 2024Q4: 5,474 shares 5,474 $1.08M 0.09% -293 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,234 shares; 2023Q3: 11,751 shares; 2023Q4: 8,278 shares; 2024Q1: 13,368 shares; 2024Q2: 15,834 shares; 2024Q3: 17,139 shares; 2024Q4: 19,103 shares 19,103 $1.08M 0.09% +1,964 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 35,539 shares; 2023Q3: 33,040 shares; 2023Q4: 28,813 shares; 2024Q1: 28,952 shares; 2024Q2: 31,330 shares; 2024Q3: 29,024 shares; 2024Q4: 26,887 shares 26,887 $1.08M 0.09% -2,137 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 14,149 shares; 2023Q3: 14,153 shares; 2023Q4: 11,916 shares; 2024Q1: 11,211 shares; 2024Q2: 11,136 shares; 2024Q3: 10,440 shares; 2024Q4: 10,371 shares 10,371 $1.07M 0.09% -69 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,044 shares 1,044 $1.07M 0.09% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,062 shares 8,062 $1.06M 0.09% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,849 shares; 2023Q3: 3,718 shares; 2023Q4: 3,690 shares; 2024Q1: 3,737 shares; 2024Q2: 3,773 shares; 2024Q3: 3,721 shares; 2024Q4: 3,750 shares 3,750 $1.04M 0.09% +29 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; 2023Q1: restricted; 2023Q2: 40,284 shares; 2023Q3: 40,284 shares; 2023Q4: 40,284 shares; 2024Q1: 40,284 shares; 2024Q2: 40,284 shares; 2024Q3: 40,855 shares; 2024Q4: 40,883 shares 40,883 $1.03M 0.09% +28 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 29,532 shares; 2023Q3: 24,834 shares; 2023Q4: 26,029 shares; 2024Q1: 25,874 shares; 2024Q2: 26,166 shares; 2024Q3: 24,595 shares; 2024Q4: 18,842 shares 18,842 $1.02M 0.09% -5,753 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,720 shares; 2023Q3: 10,193 shares; 2023Q4: 9,045 shares; 2024Q1: 9,310 shares; 2024Q2: 9,771 shares; 2024Q3: 9,947 shares; 2024Q4: 10,142 shares 10,142 $1.02M 0.09% +195 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 13,304 shares; 2023Q3: 11,531 shares; 2023Q4: 10,698 shares; 2024Q1: 9,669 shares; 2024Q2: 8,202 shares; 2024Q3: 8,039 shares; 2024Q4: 7,979 shares 7,979 $1.02M 0.09% -60 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,742 shares; 2023Q3: 5,519 shares; 2023Q4: 5,237 shares; 2024Q1: 5,320 shares; 2024Q2: 5,570 shares; 2024Q3: 5,547 shares; 2024Q4: 5,243 shares 5,243 $1.01M 0.09% -304 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 24,709 shares; 2023Q3: 22,127 shares; 2023Q4: 23,403 shares; 2024Q1: 24,346 shares; 2024Q2: 22,445 shares; 2024Q3: 20,627 shares; 2024Q4: 16,926 shares 16,926 $1M 0.09% -3,701 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 43,943 shares; 2024Q2: 40,050 shares; 2024Q3: 38,273 shares; 2024Q4: 38,273 shares 38,273 $956K 0.08% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,013 shares; 2023Q3: 3,486 shares; 2023Q4: 3,799 shares; 2024Q1: 4,032 shares; 2024Q2: 4,388 shares; 2024Q3: 4,452 shares; 2024Q4: 3,648 shares 3,648 $951K 0.08% -804 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,050 shares; 2023Q3: 1,954 shares; 2023Q4: 1,852 shares; 2024Q1: 1,835 shares; 2024Q2: 1,887 shares; 2024Q3: 1,886 shares; 2024Q4: 1,900 shares 1,900 $946K 0.08% +14 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,238 shares; 2023Q3: 2,382 shares; 2023Q4: 3,214 shares; 2024Q1: 2,660 shares; 2024Q2: 2,562 shares; 2024Q3: 2,649 shares; 2024Q4: 2,584 shares 2,584 $937K 0.08% -65 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; 2023Q1: restricted; 2023Q2: 4,594 shares; 2023Q3: 4,504 shares; 2023Q4: 4,346 shares; 2024Q1: 4,339 shares; 2024Q2: 4,282 shares; 2024Q3: 4,468 shares; 2024Q4: 4,163 shares 4,163 $934K 0.08% -305 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,808 shares; 2023Q3: 2,836 shares; 2023Q4: 2,956 shares; 2024Q1: 2,470 shares; 2024Q2: 4,041 shares; 2024Q3: 4,074 shares; 2024Q4: 4,111 shares 4,111 $929K 0.08% +37 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,465 shares; 2023Q3: 6,118 shares; 2023Q4: 5,509 shares; 2024Q1: 5,470 shares; 2024Q2: 5,613 shares; 2024Q3: 5,537 shares; 2024Q4: 5,059 shares 5,059 $928K 0.08% -478 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,791 shares; 2023Q3: 9,464 shares; 2023Q4: 9,332 shares; 2024Q1: 9,867 shares; 2024Q2: 9,510 shares; 2024Q3: 9,538 shares; 2024Q4: 10,059 shares 10,059 $918K 0.08% +521 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,376 shares; 2023Q3: 2,264 shares; 2023Q4: 1,961 shares; 2024Q1: 2,024 shares; 2024Q2: 1,807 shares; 2024Q3: 1,848 shares; 2024Q4: 1,881 shares 1,881 $914K 0.08% +33 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; 2023Q1: restricted; 2023Q2: 24,346 shares; 2023Q3: 24,511 shares; 2023Q4: 24,691 shares; 2024Q1: 24,734 shares; 2024Q2: 25,102 shares; 2024Q3: 25,220 shares; 2024Q4: 25,411 shares 25,411 $902K 0.08% +191 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 19,989 shares; 2023Q3: 20,648 shares; 2023Q4: 18,467 shares; 2024Q1: 20,316 shares; 2024Q2: 20,179 shares; 2024Q3: 20,940 shares; 2024Q4: 20,828 shares 20,828 $884K 0.08% -112 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 18,477 shares; 2023Q3: 17,706 shares; 2023Q4: 16,882 shares; 2024Q1: 16,439 shares; 2024Q2: 15,931 shares; 2024Q3: 15,816 shares; 2024Q4: 16,603 shares 16,603 $871K 0.08% +787 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,290 shares; 2023Q3: 9,401 shares; 2023Q4: 10,466 shares; 2024Q1: 9,343 shares; 2024Q2: 8,450 shares; 2024Q3: 7,936 shares; 2024Q4: 8,068 shares 8,068 $869K 0.08% +132 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; 2023Q1: restricted; 2023Q2: 4,560 shares; 2023Q3: 4,559 shares; 2023Q4: 4,567 shares; 2024Q1: 3,908 shares; 2024Q2: 3,908 shares; 2024Q3: 3,901 shares; 2024Q4: 4,569 shares 4,569 $857K 0.07% +668 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,380 shares; 2023Q3: 12,380 shares; 2023Q4: 11,185 shares; 2024Q1: 10,814 shares; 2024Q2: 10,542 shares; 2024Q3: 9,596 shares; 2024Q4: 9,602 shares 9,602 $849K 0.07% +6 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,788 shares; 2023Q3: 13,187 shares; 2023Q4: 12,614 shares; 2024Q1: 11,750 shares; 2024Q2: 11,146 shares; 2024Q3: 11,166 shares; 2024Q4: 11,062 shares 11,062 $837K 0.07% -104 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; 2023Q1: restricted; 2023Q2: 12,821 shares; 2023Q3: 12,686 shares; 2023Q4: 14,038 shares; 2024Q1: 13,489 shares; 2024Q2: 12,645 shares; 2024Q3: 8,761 shares; 2024Q4: 8,594 shares 8,594 $832K 0.07% -167 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; 2023Q1: restricted; 2023Q2: 12,365 shares; 2023Q3: 12,387 shares; 2023Q4: 10,533 shares; 2024Q1: 10,378 shares; 2024Q2: 10,378 shares; 2024Q3: 10,131 shares; 2024Q4: 10,151 shares 10,151 $825K 0.07% +20 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,239 shares; 2023Q3: 5,408 shares; 2023Q4: 5,217 shares; 2024Q1: 5,210 shares; 2024Q2: 7,090 shares; 2024Q3: 6,051 shares; 2024Q4: 6,736 shares 6,736 $814K 0.07% +685 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 613 shares; 2023Q3: 1,666 shares; 2023Q4: 1,664 shares; 2024Q1: 1,659 shares; 2024Q2: 1,712 shares; 2024Q3: 1,279 shares; 2024Q4: 1,291 shares 1,291 $811K 0.07% +12 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 52,314 shares; 2023Q3: 53,036 shares; 2023Q4: 48,293 shares; 2024Q1: 51,498 shares; 2024Q2: 50,447 shares; 2024Q3: 49,899 shares; 2024Q4: 49,275 shares 49,275 $802K 0.07% -624 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,790 shares; 2023Q3: 1,666 shares; 2023Q4: 1,777 shares; 2024Q1: 1,925 shares; 2024Q2: 1,997 shares; 2024Q3: 2,236 shares; 2024Q4: 2,269 shares 2,269 $798K 0.07% +33 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,270 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,432 shares 10,432 $789K 0.07% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 434 shares; 2023Q3: 439 shares; 2023Q4: 433 shares; 2024Q1: 411 shares; 2024Q2: 21,000 shares; 2024Q3: 20,695 shares; 2024Q4: 12,945 shares 12,945 $781K 0.07% -7,750 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; 2023Q1: restricted; 2023Q2: 82,715 shares; 2023Q3: 86,261 shares; 2023Q4: 85,126 shares; 2024Q1: 18,759 shares; 2024Q2: 18,759 shares; 2024Q3: 26,393 shares; 2024Q4: 26,393 shares 26,393 $777K 0.07% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,533 shares; 2023Q3: 3,518 shares; 2023Q4: 3,528 shares; 2024Q1: 3,532 shares; 2024Q2: 3,779 shares; 2024Q3: 3,779 shares; 2024Q4: 4,699 shares 4,699 $760K 0.07% +920 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; 2023Q1: restricted; 2023Q2: 13,620 shares; 2023Q3: 13,480 shares; 2023Q4: 9,922 shares; 2024Q1: 7,598 shares; 2024Q2: 7,025 shares; 2024Q3: 8,743 shares; 2024Q4: 9,635 shares 9,635 $757K 0.07% +892 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,238 shares; 2023Q3: 5,496 shares; 2023Q4: 4,591 shares; 2024Q1: 4,769 shares; 2024Q2: 5,338 shares; 2024Q3: 4,140 shares; 2024Q4: 4,027 shares 4,027 $755K 0.07% -113 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 864 shares; 2023Q3: 884 shares; 2023Q4: 880 shares; 2024Q1: 834 shares; 2024Q2: 898 shares; 2024Q3: 904 shares; 2024Q4: 824 shares 824 $755K 0.07% -80 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 34,306 shares; 2023Q3: 39,019 shares; 2023Q4: 33,339 shares; 2024Q1: 37,265 shares; 2024Q2: 37,473 shares; 2024Q3: 35,535 shares; 2024Q4: 28,067 shares 28,067 $745K 0.06% -7,468 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,269 shares; 2023Q3: 1,279 shares; 2023Q4: 1,279 shares; 2024Q1: 1,279 shares; 2024Q2: 1,338 shares; 2024Q3: 1,294 shares; 2024Q4: 1,194 shares 1,194 $742K 0.06% -100 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; 2023Q1: restricted; 2023Q2: 13,290 shares; 2023Q3: 12,495 shares; 2023Q4: 9,660 shares; 2024Q1: 14,008 shares; 2024Q2: 13,074 shares; 2024Q3: 12,070 shares; 2024Q4: 12,677 shares 12,677 $729K 0.06% +607 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 433 shares; 2023Q3: 518 shares; 2023Q4: 602 shares; 2024Q1: 615 shares; 2024Q2: 632 shares; 2024Q3: 635 shares; 2024Q4: 680 shares 680 $721K 0.06% +45 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,804 shares; 2023Q3: 2,884 shares; 2023Q4: 2,896 shares; 2024Q1: 2,732 shares; 2024Q2: 2,588 shares; 2024Q3: 2,569 shares; 2024Q4: 2,575 shares 2,575 $718K 0.06% +6 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,971 shares; 2023Q3: 3,060 shares; 2023Q4: 4,215 shares; 2024Q1: 2,900 shares; 2024Q2: 2,943 shares; 2024Q3: 2,819 shares; 2024Q4: 3,233 shares 3,233 $714K 0.06% +414 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,726 shares; 2023Q3: 2,858 shares; 2023Q4: 2,944 shares; 2024Q1: 3,088 shares; 2024Q2: 3,005 shares; 2024Q3: 2,940 shares; 2024Q4: 2,936 shares 2,936 $707K 0.06% -4 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,794 shares; 2023Q3: 4,734 shares; 2023Q4: 4,474 shares; 2024Q1: 4,622 shares; 2024Q2: 4,752 shares; 2024Q3: 5,257 shares; 2024Q4: 5,600 shares 5,600 $704K 0.06% +343 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,461 shares; 2023Q3: 9,152 shares; 2023Q4: 9,120 shares; 2024Q1: 9,172 shares; 2024Q2: 9,595 shares; 2024Q3: 9,709 shares; 2024Q4: 9,503 shares 9,503 $703K 0.06% -206 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,783 shares; 2023Q3: 3,943 shares; 2023Q4: 4,042 shares; 2024Q1: 5,555 shares; 2024Q2: 5,278 shares; 2024Q3: 5,092 shares; 2024Q4: 5,642 shares 5,642 $699K 0.06% +550 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; 2023Q1: restricted; 2023Q2: 6,785 shares; 2023Q3: 6,731 shares; 2023Q4: 6,630 shares; 2024Q1: 4,752 shares; 2024Q2: 6,618 shares; 2024Q3: 7,225 shares; 2024Q4: 7,323 shares 7,323 $689K 0.06% +98 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 17,075 shares; 2023Q3: 17,300 shares; 2023Q4: 16,678 shares; 2024Q1: 15,993 shares; 2024Q2: 15,776 shares; 2024Q3: 12,923 shares; 2024Q4: 14,966 shares 14,966 $679K 0.06% +2,043 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 541 shares; 2023Q3: 662 shares; 2023Q4: 682 shares; 2024Q1: 649 shares; 2024Q2: 732 shares; 2024Q3: 658 shares; 2024Q4: 694 shares 694 $654K 0.06% +36 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,657 shares; 2023Q3: 2,622 shares; 2023Q4: 2,266 shares; 2024Q1: 2,284 shares; 2024Q2: 2,234 shares; 2024Q3: 2,081 shares; 2024Q4: 2,171 shares 2,171 $636K 0.06% +90 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,535 shares; 2023Q3: 5,625 shares; 2023Q4: 5,136 shares; 2024Q1: 5,445 shares; 2024Q2: 5,264 shares; 2024Q3: 5,671 shares; 2024Q4: 5,563 shares 5,563 $629K 0.05% -108 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 326 shares; 2024Q3: 328 shares; 2024Q4: 526 shares 526 $628K 0.05% +198 FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,959 shares; 2024Q4: 12,965 shares 12,965 $625K 0.05% +6 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,325 shares; 2023Q3: 7,814 shares; 2023Q4: 7,966 shares; 2024Q1: 6,353 shares; 2024Q2: 7,923 shares; 2024Q3: 5,819 shares; 2024Q4: 6,829 shares 6,829 $624K 0.05% +1,010 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,528 shares; 2023Q3: 5,134 shares; 2023Q4: 4,676 shares; 2024Q1: 4,459 shares; 2024Q2: 4,804 shares; 2024Q3: 4,804 shares; 2024Q4: 4,804 shares 4,804 $621K 0.05% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,617 shares; 2023Q3: 1,600 shares; 2023Q4: 2,518 shares; 2024Q1: 2,613 shares; 2024Q2: 2,707 shares; 2024Q3: 2,159 shares; 2024Q4: 2,663 shares 2,663 $618K 0.05% +504 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,221 shares; 2023Q3: 12,290 shares; 2023Q4: 11,220 shares; 2024Q1: 9,592 shares; 2024Q2: 9,658 shares; 2024Q3: 8,646 shares; 2024Q4: 7,702 shares 7,702 $615K 0.05% -944 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,332 shares; 2023Q3: 2,627 shares; 2023Q4: 2,980 shares; 2024Q1: 3,208 shares; 2024Q2: 2,677 shares; 2024Q3: 2,795 shares; 2024Q4: 2,689 shares 2,689 $613K 0.05% -106 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,141 shares; 2024Q1: 2,586 shares; 2024Q2: 2,625 shares; 2024Q3: 2,699 shares; 2024Q4: 2,776 shares 2,776 $613K 0.05% +77 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,894 shares; 2023Q3: 10,901 shares; 2023Q4: 8,502 shares; 2024Q1: 9,681 shares; 2024Q2: 10,105 shares; 2024Q3: 9,109 shares; 2024Q4: 8,420 shares 8,420 $604K 0.05% -689 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,831 shares; 2023Q3: 1,805 shares; 2023Q4: 1,750 shares; 2024Q1: 1,739 shares; 2024Q2: 1,755 shares; 2024Q3: 1,774 shares; 2024Q4: 1,767 shares 1,767 $601K 0.05% -7 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 13,041 shares; 2023Q3: 13,512 shares; 2023Q4: 8,404 shares; 2024Q1: 9,593 shares; 2024Q2: 9,100 shares; 2024Q3: 8,389 shares; 2024Q4: 10,478 shares 10,478 $594K 0.05% +2,089 BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,180 shares; 2023Q3: 1,198 shares; 2023Q4: 1,103 shares; 2024Q1: 1,156 shares; 2024Q2: 1,186 shares; 2024Q3: 1,211 shares; 2024Q4: 2,599 shares 2,599 $590K 0.05% +1,388 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,206 shares; 2023Q3: 2,565 shares; 2023Q4: 2,450 shares; 2024Q1: 2,696 shares; 2024Q2: 2,922 shares; 2024Q3: 3,144 shares; 2024Q4: 3,535 shares 3,535 $590K 0.05% +391 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,329 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,014 shares 5,014 $589K 0.05% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 15,156 shares; 2023Q3: 19,797 shares; 2023Q4: 20,716 shares; 2024Q1: 21,337 shares; 2024Q2: 20,912 shares; 2024Q3: 19,674 shares; 2024Q4: 10,984 shares 10,984 $585K 0.05% -8,690 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 13,700 shares; 2023Q3: 13,724 shares; 2023Q4: 13,863 shares; 2024Q1: 13,863 shares; 2024Q2: 13,867 shares; 2024Q3: 13,485 shares; 2024Q4: 11,583 shares 11,583 $576K 0.05% -1,902 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,737 shares; 2024Q4: 8,267 shares 8,267 $570K 0.05% +4,530 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; 2023Q1: restricted; 2023Q2: 9,871 shares; 2023Q3: 9,854 shares; 2023Q4: 8,403 shares; 2024Q1: 8,159 shares; 2024Q2: 8,423 shares; 2024Q3: 7,942 shares; 2024Q4: 7,618 shares 7,618 $569K 0.05% -324 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,682 shares; 2023Q3: 5,964 shares; 2023Q4: 5,873 shares; 2024Q1: 5,635 shares; 2024Q2: 5,442 shares; 2024Q3: 6,462 shares; 2024Q4: 5,330 shares 5,330 $563K 0.05% -1,132 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,408 shares; 2024Q2: 3,955 shares; 2024Q3: 3,957 shares; 2024Q4: 7,429 shares 7,429 $563K 0.05% +3,472 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 17,386 shares; 2023Q3: 17,784 shares; 2023Q4: 11,883 shares; 2024Q1: 13,515 shares; 2024Q2: 13,480 shares; 2024Q3: 12,809 shares; 2024Q4: 12,959 shares 12,959 $562K 0.05% +150 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; 2023Q1: restricted; 2023Q2: 9,517 shares; 2023Q3: 9,616 shares; 2023Q4: 8,785 shares; 2024Q1: 8,720 shares; 2024Q2: 9,290 shares; 2024Q3: 8,181 shares; 2024Q4: 7,964 shares 7,964 $545K 0.05% -217 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,590 shares; 2023Q3: 7,458 shares; 2023Q4: 7,310 shares; 2024Q1: 7,405 shares; 2024Q2: 9,405 shares; 2024Q3: 8,835 shares; 2024Q4: 8,835 shares 8,835 $542K 0.05% 0 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,962 shares 5,962 $538K 0.05% new 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; 2023Q1: restricted; 2023Q2: 36,188 shares; 2023Q3: 36,188 shares; 2023Q4: 36,188 shares; 2024Q1: 36,188 shares; 2024Q2: 36,188 shares; 2024Q3: 36,204 shares; 2024Q4: 36,252 shares 36,252 $536K 0.05% +48 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,201 shares; 2023Q3: 1,273 shares; 2023Q4: 1,208 shares; 2024Q1: 1,162 shares; 2024Q2: 1,168 shares; 2024Q3: 1,108 shares; 2024Q4: 1,029 shares 1,029 $535K 0.05% -79 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,015 shares; 2023Q3: 1,022 shares; 2023Q4: 1,359 shares; 2024Q1: 1,332 shares; 2024Q2: 1,117 shares; 2024Q3: 1,048 shares; 2024Q4: 1,138 shares 1,138 $534K 0.05% +90 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,269 shares; 2023Q3: 1,264 shares; 2023Q4: 1,192 shares; 2024Q1: 1,176 shares; 2024Q2: 1,178 shares; 2024Q3: 1,204 shares; 2024Q4: 1,326 shares 1,326 $534K 0.05% +122 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,455 shares; 2023Q3: 1,378 shares; 2023Q4: 1,291 shares; 2024Q1: 1,303 shares; 2024Q2: 1,311 shares; 2024Q3: 1,322 shares; 2024Q4: 1,270 shares 1,270 $532K 0.05% -52 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 970 shares; 2024Q1: not reported; 2024Q2: 903 shares; 2024Q3: not reported; 2024Q4: 1,890 shares 1,890 $529K 0.05% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,287 shares; 2023Q3: 3,211 shares; 2023Q4: 3,211 shares; 2024Q1: 3,211 shares; 2024Q2: 3,211 shares; 2024Q3: 2,958 shares; 2024Q4: 2,958 shares 2,958 $527K 0.05% 0 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; 2023Q1: restricted; 2023Q2: 15,682 shares; 2023Q3: 15,342 shares; 2023Q4: 15,342 shares; 2024Q1: 12,544 shares; 2024Q2: 14,346 shares; 2024Q3: 14,026 shares; 2024Q4: 14,043 shares 14,043 $526K 0.05% +17 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; 2023Q1: restricted; 2023Q2: 4,791 shares; 2023Q3: 4,548 shares; 2023Q4: 4,548 shares; 2024Q1: 4,588 shares; 2024Q2: 6,525 shares; 2024Q3: 4,682 shares; 2024Q4: 18,352 shares 18,352 $511K 0.04% +13,670 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,179 shares; 2023Q3: 10,785 shares; 2023Q4: 6,122 shares; 2024Q1: 9,990 shares; 2024Q2: 10,767 shares; 2024Q3: 10,690 shares; 2024Q4: 10,675 shares 10,675 $511K 0.04% -15 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 744 shares; 2024Q2: 914 shares; 2024Q3: 988 shares; 2024Q4: 1,179 shares 1,179 $501K 0.04% +191 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,060 shares; 2023Q3: 2,084 shares; 2023Q4: 1,816 shares; 2024Q1: 2,038 shares; 2024Q2: 2,070 shares; 2024Q3: 2,037 shares; 2024Q4: 2,015 shares 2,015 $497K 0.04% -22 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,144 shares; 2023Q3: 2,129 shares; 2023Q4: 1,865 shares; 2024Q1: 1,861 shares; 2024Q2: 1,893 shares; 2024Q3: 1,850 shares; 2024Q4: 2,413 shares 2,413 $496K 0.04% +563 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,117 shares; 2023Q3: 1,868 shares; 2023Q4: 1,868 shares; 2024Q1: 1,880 shares; 2024Q2: 1,880 shares; 2024Q3: 1,830 shares; 2024Q4: 1,830 shares 1,830 $494K 0.04% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,973 shares; 2023Q3: 2,496 shares; 2023Q4: 2,262 shares; 2024Q1: 2,193 shares; 2024Q2: 2,355 shares; 2024Q3: 2,312 shares; 2024Q4: 2,002 shares 2,002 $493K 0.04% -310 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,320 shares; 2023Q3: 2,379 shares; 2023Q4: 2,284 shares; 2024Q1: 2,196 shares; 2024Q2: 2,197 shares; 2024Q3: 2,183 shares; 2024Q4: 2,147 shares 2,147 $493K 0.04% -36 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,562 shares; 2023Q3: 1,635 shares; 2023Q4: 1,708 shares; 2024Q1: 1,706 shares; 2024Q2: 1,443 shares; 2024Q3: 1,152 shares; 2024Q4: 1,064 shares 1,064 $492K 0.04% -88 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,634 shares; 2023Q3: 2,520 shares; 2023Q4: 2,443 shares; 2024Q1: 7,065 shares; 2024Q2: 6,421 shares; 2024Q3: 6,381 shares; 2024Q4: 6,319 shares 6,319 $492K 0.04% -62 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,705 shares; 2023Q3: 4,553 shares; 2023Q4: 5,010 shares; 2024Q1: 4,710 shares; 2024Q2: 4,545 shares; 2024Q3: 5,753 shares; 2024Q4: 5,305 shares 5,305 $490K 0.04% -448 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,291 shares; 2023Q3: 9,602 shares; 2023Q4: 9,602 shares; 2024Q1: 3,930 shares; 2024Q2: 5,214 shares; 2024Q3: 5,214 shares; 2024Q4: 4,681 shares 4,681 $475K 0.04% -533 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,168 shares; 2023Q3: 2,749 shares; 2023Q4: 2,986 shares; 2024Q1: 3,318 shares; 2024Q2: 3,333 shares; 2024Q3: 3,689 shares; 2024Q4: 3,874 shares 3,874 $475K 0.04% +185 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; 2023Q1: restricted; 2023Q2: 10,000 shares; 2023Q3: 10,029 shares; 2023Q4: 10,029 shares; 2024Q1: 10,029 shares; 2024Q2: 10,009 shares; 2024Q3: 10,000 shares; 2024Q4: 9,379 shares 9,379 $473K 0.04% -621 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,083 shares; 2023Q3: 10,607 shares; 2023Q4: 10,453 shares; 2024Q1: 10,450 shares; 2024Q2: 10,999 shares; 2024Q3: 12,707 shares; 2024Q4: 12,382 shares 12,382 $472K 0.04% -325 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,982 shares; 2023Q3: 3,568 shares; 2023Q4: 3,568 shares; 2024Q1: 3,703 shares; 2024Q2: 3,661 shares; 2024Q3: 3,661 shares; 2024Q4: 3,661 shares 3,661 $471K 0.04% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,954 shares; 2023Q3: 2,935 shares; 2023Q4: 2,855 shares; 2024Q1: 3,852 shares; 2024Q2: 3,840 shares; 2024Q3: 3,782 shares; 2024Q4: 3,346 shares 3,346 $467K 0.04% -436 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,359 shares; 2023Q3: 4,540 shares; 2023Q4: 4,224 shares; 2024Q1: 4,388 shares; 2024Q2: 4,366 shares; 2024Q3: 4,554 shares; 2024Q4: 3,433 shares 3,433 $464K 0.04% -1,121 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,533 shares; 2023Q3: 2,576 shares; 2023Q4: 2,715 shares; 2024Q1: 2,802 shares; 2024Q2: 2,850 shares; 2024Q3: 3,046 shares; 2024Q4: 3,068 shares 3,068 $457K 0.04% +22 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,093 shares; 2024Q4: 3,154 shares 3,154 $451K 0.04% +61 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; 2023Q1: restricted; 2023Q2: 4,071 shares; 2023Q3: 4,322 shares; 2023Q4: 4,537 shares; 2024Q1: 4,192 shares; 2024Q2: 3,918 shares; 2024Q3: 3,704 shares; 2024Q4: 3,658 shares 3,658 $445K 0.04% -46 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,056 shares; 2023Q3: 1,072 shares; 2023Q4: 1,125 shares; 2024Q1: 1,281 shares; 2024Q2: 1,472 shares; 2024Q3: 1,492 shares; 2024Q4: 1,530 shares 1,530 $444K 0.04% +38 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 81 shares; 2023Q3: 84 shares; 2023Q4: 75 shares; 2024Q1: 77 shares; 2024Q2: 92 shares; 2024Q3: 86 shares; 2024Q4: 89 shares 89 $443K 0.04% +3 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; 2023Q1: restricted; 2023Q2: 6,683 shares; 2023Q3: 6,704 shares; 2023Q4: 6,723 shares; 2024Q1: 6,733 shares; 2024Q2: 6,752 shares; 2024Q3: 6,769 shares; 2024Q4: 6,788 shares 6,788 $442K 0.04% +19 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,447 shares; 2023Q3: 1,501 shares; 2023Q4: 1,434 shares; 2024Q1: 1,347 shares; 2024Q2: 1,103 shares; 2024Q3: 1,152 shares; 2024Q4: 983 shares 983 $437K 0.04% -169 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,963 shares; 2023Q3: not reported; 2023Q4: 2,210 shares; 2024Q1: 2,216 shares; 2024Q2: 2,295 shares; 2024Q3: 2,332 shares; 2024Q4: 2,379 shares 2,379 $424K 0.04% +47 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,819 shares; 2024Q1: 1,935 shares; 2024Q2: 1,952 shares; 2024Q3: 1,916 shares; 2024Q4: 1,882 shares 1,882 $421K 0.04% -34 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,127 shares; 2023Q3: 8,371 shares; 2023Q4: 7,717 shares; 2024Q1: 6,843 shares; 2024Q2: 6,807 shares; 2024Q3: 7,101 shares; 2024Q4: 5,262 shares 5,262 $420K 0.04% -1,839 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 22,102 shares; 2023Q3: 20,044 shares; 2023Q4: 16,801 shares; 2024Q1: 14,740 shares; 2024Q2: 15,403 shares; 2024Q3: 15,302 shares; 2024Q4: 15,140 shares 15,140 $415K 0.04% -162 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,754 shares; 2023Q3: 6,085 shares; 2023Q4: 5,573 shares; 2024Q1: 5,066 shares; 2024Q2: 5,056 shares; 2024Q3: 4,878 shares; 2024Q4: 4,921 shares 4,921 $414K 0.04% +43 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,407 shares; 2023Q3: 11,144 shares; 2023Q4: 11,025 shares; 2024Q1: 10,966 shares; 2024Q2: 12,403 shares; 2024Q3: 8,114 shares; 2024Q4: 8,323 shares 8,323 $411K 0.04% +209 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 855 shares; 2024Q1: 947 shares; 2024Q2: 921 shares; 2024Q3: 1,080 shares; 2024Q4: 2,225 shares 2,225 $405K 0.04% +1,145 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; 2023Q1: restricted; 2023Q2: 7,524 shares; 2023Q3: 7,294 shares; 2023Q4: 7,404 shares; 2024Q1: 7,395 shares; 2024Q2: 6,466 shares; 2024Q3: 5,603 shares; 2024Q4: 5,628 shares 5,628 $400K 0.03% +25 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,062 shares; 2023Q3: 4,067 shares; 2023Q4: not reported; 2024Q1: 7,973 shares; 2024Q2: 7,736 shares; 2024Q3: 7,641 shares; 2024Q4: 7,178 shares 7,178 $398K 0.03% -463 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; 2023Q1: restricted; 2023Q2: 4,034 shares; 2023Q3: 4,042 shares; 2023Q4: 3,323 shares; 2024Q1: 3,776 shares; 2024Q2: 3,755 shares; 2024Q3: 3,627 shares; 2024Q4: 3,396 shares 3,396 $396K 0.03% -231 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,006 shares; 2023Q3: 7,992 shares; 2023Q4: 7,596 shares; 2024Q1: 4,536 shares; 2024Q2: 4,667 shares; 2024Q3: 4,948 shares; 2024Q4: 4,901 shares 4,901 $396K 0.03% -47 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; 2023Q1: restricted; 2023Q2: 20,311 shares; 2023Q3: 20,311 shares; 2023Q4: 20,311 shares; 2024Q1: 33,298 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 47,761 shares 47,761 $395K 0.03% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,019 shares; 2023Q3: 6,835 shares; 2023Q4: 6,999 shares; 2024Q1: 6,898 shares; 2024Q2: 7,931 shares; 2024Q3: 7,440 shares; 2024Q4: 8,723 shares 8,723 $392K 0.03% +1,283 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,372 shares; 2023Q3: 1,289 shares; 2023Q4: 1,206 shares; 2024Q1: 1,159 shares; 2024Q2: 1,170 shares; 2024Q3: 1,247 shares; 2024Q4: 1,324 shares 1,324 $391K 0.03% +77 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,710 shares; 2023Q3: 8,814 shares; 2023Q4: 8,263 shares; 2024Q1: 9,363 shares; 2024Q2: 8,875 shares; 2024Q3: 7,457 shares; 2024Q4: 5,971 shares 5,971 $391K 0.03% -1,486 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,667 shares; 2023Q3: 8,825 shares; 2023Q4: 5,665 shares; 2024Q1: 8,277 shares; 2024Q2: 7,989 shares; 2024Q3: 7,463 shares; 2024Q4: 7,190 shares 7,190 $387K 0.03% -273 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 10,379 shares; 2023Q4: 10,379 shares; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,537 shares; 2024Q4: 10,537 shares 10,537 $386K 0.03% 0 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,911 shares; 2023Q3: 6,481 shares; 2023Q4: 5,313 shares; 2024Q1: 5,851 shares; 2024Q2: 5,659 shares; 2024Q3: 5,600 shares; 2024Q4: 5,446 shares 5,446 $384K 0.03% -154 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,294 shares; 2023Q4: 1,225 shares; 2024Q1: 1,123 shares; 2024Q2: 1,098 shares; 2024Q3: 1,117 shares; 2024Q4: 1,123 shares 1,123 $384K 0.03% +6 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,335 shares; 2023Q3: 3,335 shares; 2023Q4: 3,335 shares; 2024Q1: 3,335 shares; 2024Q2: 3,335 shares; 2024Q3: 3,335 shares; 2024Q4: 3,335 shares 3,335 $383K 0.03% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,668 shares; 2023Q3: 3,828 shares; 2023Q4: 3,852 shares; 2024Q1: 3,882 shares; 2024Q2: 4,019 shares; 2024Q3: 4,284 shares; 2024Q4: 4,348 shares 4,348 $381K 0.03% +64 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,672 shares; 2023Q3: 1,653 shares; 2023Q4: 2,086 shares; 2024Q1: 1,697 shares; 2024Q2: 1,701 shares; 2024Q3: 1,754 shares; 2024Q4: 1,874 shares 1,874 $378K 0.03% +120 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 610 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 886 shares 886 $377K 0.03% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 35,521 shares; 2023Q4: 36,321 shares; 2024Q1: 36,285 shares; 2024Q2: 36,318 shares; 2024Q3: 37,221 shares; 2024Q4: 36,392 shares 36,392 $377K 0.03% -829 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,307 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,916 shares 4,916 $377K 0.03% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,856 shares; 2023Q3: 5,675 shares; 2023Q4: 5,392 shares; 2024Q1: 4,943 shares; 2024Q2: 4,185 shares; 2024Q3: 4,029 shares; 2024Q4: 3,796 shares 3,796 $376K 0.03% -233 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 16,335 shares; 2023Q3: 17,227 shares; 2023Q4: 17,555 shares; 2024Q1: 17,020 shares; 2024Q2: 17,064 shares; 2024Q3: 17,042 shares; 2024Q4: 11,889 shares 11,889 $373K 0.03% -5,153 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; 2023Q1: restricted; 2023Q2: 57,763 shares; 2023Q3: 57,763 shares; 2023Q4: 57,763 shares; 2024Q1: 49,558 shares; 2024Q2: 54,106 shares; 2024Q3: 54,106 shares; 2024Q4: 54,106 shares 54,106 $369K 0.03% 0 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,762 shares; 2024Q3: 2,697 shares; 2024Q4: 2,504 shares 2,504 $361K 0.03% -193 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,154 shares; 2023Q3: 3,168 shares; 2023Q4: 3,221 shares; 2024Q1: 3,172 shares; 2024Q2: 3,137 shares; 2024Q3: 3,444 shares; 2024Q4: 2,984 shares 2,984 $360K 0.03% -460 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,898 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,250 shares 7,250 $359K 0.03% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,836 shares; 2023Q3: 1,864 shares; 2023Q4: 1,704 shares; 2024Q1: 1,546 shares; 2024Q2: 1,764 shares; 2024Q3: 1,683 shares; 2024Q4: 1,686 shares 1,686 $358K 0.03% +3 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; 2023Q1: restricted; 2023Q2: 6,402 shares; 2023Q3: 7,021 shares; 2023Q4: 6,841 shares; 2024Q1: 6,772 shares; 2024Q2: 6,005 shares; 2024Q3: 5,989 shares; 2024Q4: 6,352 shares 6,352 $358K 0.03% +363 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,205 shares; 2023Q3: 5,089 shares; 2023Q4: 5,181 shares; 2024Q1: 5,433 shares; 2024Q2: 5,461 shares; 2024Q3: 5,005 shares; 2024Q4: 5,080 shares 5,080 $358K 0.03% +75 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,190 shares; 2023Q3: 9,058 shares; 2023Q4: 7,948 shares; 2024Q1: 7,986 shares; 2024Q2: 8,019 shares; 2024Q3: 8,406 shares; 2024Q4: 7,483 shares 7,483 $356K 0.03% -923 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,178 shares; 2023Q3: 1,264 shares; 2023Q4: 1,339 shares; 2024Q1: 1,310 shares; 2024Q2: 1,377 shares; 2024Q3: 1,337 shares; 2024Q4: 1,287 shares 1,287 $355K 0.03% -50 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,283 shares; 2024Q1: 3,436 shares; 2024Q2: 3,380 shares; 2024Q3: 3,785 shares; 2024Q4: 4,295 shares 4,295 $352K 0.03% +510 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,825 shares; 2024Q4: 16,469 shares 16,469 $352K 0.03% +2,644 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,816 shares; 2024Q3: 3,185 shares; 2024Q4: 3,185 shares 3,185 $351K 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 733 shares; 2023Q3: 738 shares; 2023Q4: 739 shares; 2024Q1: 744 shares; 2024Q2: 752 shares; 2024Q3: 653 shares; 2024Q4: 615 shares 615 $350K 0.03% -38 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; 2023Q1: restricted; 2023Q2: 9,652 shares; 2023Q3: 9,127 shares; 2023Q4: 8,593 shares; 2024Q1: 8,138 shares; 2024Q2: 7,847 shares; 2024Q3: 6,263 shares; 2024Q4: 6,188 shares 6,188 $350K 0.03% -75 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,261 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,639 shares; 2024Q4: 4,077 shares 4,077 $348K 0.03% +438 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,094 shares; 2023Q3: 1,073 shares; 2023Q4: 1,073 shares; 2024Q1: 1,073 shares; 2024Q2: 1,056 shares; 2024Q3: 1,056 shares; 2024Q4: 1,078 shares 1,078 $347K 0.03% +22 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,833 shares; 2024Q2: 1,836 shares; 2024Q3: 1,820 shares; 2024Q4: 1,823 shares 1,823 $341K 0.03% +3 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,002 shares; 2023Q3: 3,159 shares; 2023Q4: 3,124 shares; 2024Q1: 3,188 shares; 2024Q2: 3,389 shares; 2024Q3: 3,446 shares; 2024Q4: 3,728 shares 3,728 $339K 0.03% +282 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,024 shares; 2023Q3: 1,080 shares; 2023Q4: 1,159 shares; 2024Q1: 1,145 shares; 2024Q2: 1,171 shares; 2024Q3: 1,079 shares; 2024Q4: 1,123 shares 1,123 $337K 0.03% +44 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,011 shares; 2023Q3: 3,135 shares; 2023Q4: 2,972 shares; 2024Q1: 3,004 shares; 2024Q2: 2,783 shares; 2024Q3: 2,796 shares; 2024Q4: 2,818 shares 2,818 $334K 0.03% +22 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; 2023Q1: restricted; 2023Q2: 9,079 shares; 2023Q3: 9,096 shares; 2023Q4: 9,089 shares; 2024Q1: 9,187 shares; 2024Q2: 9,216 shares; 2024Q3: 9,133 shares; 2024Q4: 9,189 shares 9,189 $334K 0.03% +56 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,068 shares; 2023Q3: 7,823 shares; 2023Q4: 7,678 shares; 2024Q1: 7,973 shares; 2024Q2: 8,032 shares; 2024Q3: 7,997 shares; 2024Q4: 8,347 shares 8,347 $332K 0.03% +350 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 970 shares; 2023Q3: 1,232 shares; 2023Q4: 1,385 shares; 2024Q1: 1,059 shares; 2024Q2: 1,037 shares; 2024Q3: 1,095 shares; 2024Q4: 1,179 shares 1,179 $332K 0.03% +84 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; 2023Q1: restricted; 2023Q2: 161 shares; 2023Q3: 157 shares; 2023Q4: 153 shares; 2024Q1: 151 shares; 2024Q2: 165 shares; 2024Q3: 177 shares; 2024Q4: 191 shares 191 $330K 0.03% +14 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,555 shares; 2024Q2: 1,411 shares; 2024Q3: 1,095 shares; 2024Q4: 6,165 shares 6,165 $327K 0.03% +5,070 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 29,540 shares; 2023Q3: 30,912 shares; 2023Q4: 36,920 shares; 2024Q1: 41,629 shares; 2024Q2: 47,398 shares; 2024Q3: 53,506 shares; 2024Q4: 3,652 shares 3,652 $325K 0.03% -49,854 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,169 shares; 2023Q3: 4,924 shares; 2023Q4: 4,825 shares; 2024Q1: 4,612 shares; 2024Q2: 4,335 shares; 2024Q3: 4,313 shares; 2024Q4: 3,777 shares 3,777 $324K 0.03% -536 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,467 shares; 2023Q3: 4,389 shares; 2023Q4: 4,250 shares; 2024Q1: 3,759 shares; 2024Q2: 3,793 shares; 2024Q3: 3,897 shares; 2024Q4: 3,740 shares 3,740 $322K 0.03% -157 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,462 shares; 2023Q3: 2,391 shares; 2023Q4: 2,387 shares; 2024Q1: 2,395 shares; 2024Q2: 2,477 shares; 2024Q3: 2,383 shares; 2024Q4: 2,396 shares 2,396 $321K 0.03% +13 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 8,058 shares; 2023Q4: 8,239 shares; 2024Q1: 8,204 shares; 2024Q2: 8,343 shares; 2024Q3: 8,775 shares; 2024Q4: 9,366 shares 9,366 $317K 0.03% +591 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 753 shares; 2023Q3: 760 shares; 2023Q4: 774 shares; 2024Q1: 907 shares; 2024Q2: 944 shares; 2024Q3: 912 shares; 2024Q4: 872 shares 872 $314K 0.03% -40 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,710 shares; 2023Q3: 2,448 shares; 2023Q4: 2,316 shares; 2024Q1: 2,464 shares; 2024Q2: 2,350 shares; 2024Q3: 2,319 shares; 2024Q4: 2,360 shares 2,360 $312K 0.03% +41 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,617 shares; 2023Q3: 4,904 shares; 2023Q4: 4,506 shares; 2024Q1: 3,092 shares; 2024Q2: 3,716 shares; 2024Q3: 3,835 shares; 2024Q4: 3,936 shares 3,936 $311K 0.03% +101 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,675 shares; 2023Q3: 3,625 shares; 2023Q4: 3,266 shares; 2024Q1: 3,794 shares; 2024Q2: 3,925 shares; 2024Q3: 3,417 shares; 2024Q4: 3,367 shares 3,367 $311K 0.03% -50 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,731 shares; 2023Q3: 3,680 shares; 2023Q4: 2,824 shares; 2024Q1: 3,211 shares; 2024Q2: 2,455 shares; 2024Q3: 2,530 shares; 2024Q4: 2,455 shares 2,455 $309K 0.03% -75 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,779 shares; 2023Q3: 1,758 shares; 2023Q4: 1,791 shares; 2024Q1: 1,880 shares; 2024Q2: 2,101 shares; 2024Q3: 1,987 shares; 2024Q4: 1,892 shares 1,892 $308K 0.03% -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; 2023Q1: restricted; 2023Q2: 5,595 shares; 2023Q3: 5,455 shares; 2023Q4: 5,529 shares; 2024Q1: 5,477 shares; 2024Q2: 5,043 shares; 2024Q3: 4,258 shares; 2024Q4: 4,140 shares 4,140 $301K 0.03% -118 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,709 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,074 shares 3,074 $298K 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,840 shares; 2023Q3: 2,365 shares; 2023Q4: 2,179 shares; 2024Q1: 2,249 shares; 2024Q2: 2,329 shares; 2024Q3: 2,529 shares; 2024Q4: 1,936 shares 1,936 $297K 0.03% -593 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,407 shares; 2024Q4: 7,331 shares 7,331 $296K 0.03% -76 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,208 shares; 2023Q3: 3,901 shares; 2023Q4: 3,835 shares; 2024Q1: not reported; 2024Q2: 3,734 shares; 2024Q3: 3,426 shares; 2024Q4: 3,467 shares 3,467 $293K 0.03% +41 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 884 shares 884 $291K 0.03% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,609 shares; 2023Q3: 1,561 shares; 2023Q4: 1,524 shares; 2024Q1: 1,457 shares; 2024Q2: 1,452 shares; 2024Q3: 1,464 shares; 2024Q4: 1,464 shares 1,464 $290K 0.03% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 532 shares; 2024Q1: 526 shares; 2024Q2: 565 shares; 2024Q3: 559 shares; 2024Q4: 543 shares 543 $289K 0.03% -16 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,229 shares; 2023Q3: 1,202 shares; 2023Q4: 1,166 shares; 2024Q1: 1,268 shares; 2024Q2: 1,592 shares; 2024Q3: 1,362 shares; 2024Q4: 1,360 shares 1,360 $289K 0.03% -2 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 459 shares; 2023Q3: 463 shares; 2023Q4: 478 shares; 2024Q1: 521 shares; 2024Q2: 502 shares; 2024Q3: 525 shares; 2024Q4: 414 shares 414 $287K 0.02% -111 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,046 shares; 2023Q3: 1,153 shares; 2023Q4: 1,229 shares; 2024Q1: 1,246 shares; 2024Q2: 1,251 shares; 2024Q3: 1,267 shares; 2024Q4: 1,361 shares 1,361 $286K 0.02% +94 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 17,821 shares; 2023Q3: 16,095 shares; 2023Q4: 37,215 shares; 2024Q1: 38,378 shares; 2024Q2: 35,451 shares; 2024Q3: 27,627 shares; 2024Q4: 16,654 shares 16,654 $285K 0.02% -10,973 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,575 shares; 2024Q2: 5,528 shares; 2024Q3: 5,528 shares; 2024Q4: 5,358 shares 5,358 $285K 0.02% -170 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,556 shares; 2024Q4: 2,190 shares 2,190 $283K 0.02% +634 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 486 shares; 2023Q3: 486 shares; 2023Q4: 522 shares; 2024Q1: 533 shares; 2024Q2: 497 shares; 2024Q3: 499 shares; 2024Q4: 496 shares 496 $283K 0.02% -3 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,444 shares; 2023Q3: 2,389 shares; 2023Q4: 2,442 shares; 2024Q1: 2,388 shares; 2024Q2: 2,139 shares; 2024Q3: 2,139 shares; 2024Q4: 2,140 shares 2,140 $282K 0.02% +1 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,514 shares; 2024Q4: 11,514 shares 11,514 $280K 0.02% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,166 shares; 2023Q3: 1,166 shares; 2023Q4: 1,049 shares; 2024Q1: 1,049 shares; 2024Q2: 1,049 shares; 2024Q3: 1,049 shares; 2024Q4: 1,049 shares 1,049 $280K 0.02% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 355 shares; 2024Q1: 353 shares; 2024Q2: 367 shares; 2024Q3: 1,482 shares; 2024Q4: 1,504 shares 1,504 $275K 0.02% +22 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,802 shares; 2023Q3: 4,644 shares; 2023Q4: 4,489 shares; 2024Q1: 4,735 shares; 2024Q2: 4,995 shares; 2024Q3: 4,875 shares; 2024Q4: 4,814 shares 4,814 $274K 0.02% -61 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,078 shares; 2024Q2: not reported; 2024Q3: 2,061 shares; 2024Q4: 2,077 shares 2,077 $273K 0.02% +16 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,465 shares; 2023Q3: 3,486 shares; 2023Q4: 3,486 shares; 2024Q1: 3,486 shares; 2024Q2: 3,486 shares; 2024Q3: 3,511 shares; 2024Q4: 3,567 shares 3,567 $272K 0.02% +56 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,588 shares; 2023Q3: 2,781 shares; 2023Q4: 2,272 shares; 2024Q1: 2,371 shares; 2024Q2: 2,217 shares; 2024Q3: 2,152 shares; 2024Q4: 2,050 shares 2,050 $269K 0.02% -102 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,056 shares; 2024Q4: 3,070 shares 3,070 $267K 0.02% +14 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; 2023Q1: restricted; 2023Q2: 29,953 shares; 2023Q3: 27,833 shares; 2023Q4: 27,760 shares; 2024Q1: 26,296 shares; 2024Q2: 29,520 shares; 2024Q3: 28,697 shares; 2024Q4: 26,959 shares 26,959 $267K 0.02% -1,738 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,024 shares; 2023Q3: 5,803 shares; 2023Q4: 5,705 shares; 2024Q1: 7,014 shares; 2024Q2: 6,866 shares; 2024Q3: 6,450 shares; 2024Q4: 7,077 shares 7,077 $266K 0.02% +627 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,085 shares; 2023Q3: 4,081 shares; 2023Q4: 2,992 shares; 2024Q1: 2,994 shares; 2024Q2: 2,994 shares; 2024Q3: 2,961 shares; 2024Q4: 2,964 shares 2,964 $265K 0.02% +3 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,055 shares; 2023Q3: 3,216 shares; 2023Q4: 3,220 shares; 2024Q1: 3,085 shares; 2024Q2: 3,097 shares; 2024Q3: 3,042 shares; 2024Q4: 3,065 shares 3,065 $264K 0.02% +23 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,781 shares; 2024Q4: 4,747 shares 4,747 $262K 0.02% -34 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,130 shares; 2023Q3: 1,130 shares; 2023Q4: 1,085 shares; 2024Q1: 1,085 shares; 2024Q2: 1,085 shares; 2024Q3: 1,085 shares; 2024Q4: 1,024 shares 1,024 $260K 0.02% -61 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,515 shares; 2023Q3: 7,919 shares; 2023Q4: 8,785 shares; 2024Q1: 8,350 shares; 2024Q2: 6,805 shares; 2024Q3: 6,586 shares; 2024Q4: 4,337 shares 4,337 $259K 0.02% -2,249 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; 2023Q1: restricted; 2023Q2: 1,040 shares; 2023Q3: 1,040 shares; 2023Q4: 1,040 shares; 2024Q1: 1,040 shares; 2024Q2: 1,040 shares; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares 1,040 $258K 0.02% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,389 shares; 2023Q3: 4,065 shares; 2023Q4: not reported; 2024Q1: 4,124 shares; 2024Q2: 5,547 shares; 2024Q3: 6,050 shares; 2024Q4: 4,823 shares 4,823 $258K 0.02% -1,227 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; 2023Q1: restricted; 2023Q2: 6,021 shares; 2023Q3: 6,021 shares; 2023Q4: 6,021 shares; 2024Q1: 6,021 shares; 2024Q2: 6,021 shares; 2024Q3: 4,818 shares; 2024Q4: 4,818 shares 4,818 $257K 0.02% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,908 shares; 2024Q2: 2,936 shares; 2024Q3: 2,811 shares; 2024Q4: 2,885 shares 2,885 $257K 0.02% +74 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,153 shares; 2023Q3: 9,122 shares; 2023Q4: 7,803 shares; 2024Q1: 7,825 shares; 2024Q2: 7,894 shares; 2024Q3: 7,845 shares; 2024Q4: 7,906 shares 7,906 $257K 0.02% +61 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,649 shares; 2023Q3: 5,666 shares; 2023Q4: 4,783 shares; 2024Q1: 4,386 shares; 2024Q2: 4,373 shares; 2024Q3: 4,546 shares; 2024Q4: 4,231 shares 4,231 $255K 0.02% -315 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,961 shares 11,961 $253K 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; 2023Q1: restricted; 2023Q2: 12,235 shares; 2023Q3: 14,096 shares; 2023Q4: 12,570 shares; 2024Q1: 12,756 shares; 2024Q2: 12,960 shares; 2024Q3: 12,286 shares; 2024Q4: 12,847 shares 12,847 $252K 0.02% +561 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,968 shares; 2023Q4: 1,841 shares; 2024Q1: 1,808 shares; 2024Q2: not reported; 2024Q3: 1,254 shares; 2024Q4: 1,415 shares 1,415 $251K 0.02% +161 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,990 shares; 2023Q3: 3,776 shares; 2023Q4: not reported; 2024Q1: 3,576 shares; 2024Q2: 3,681 shares; 2024Q3: 3,228 shares; 2024Q4: 3,274 shares 3,274 $250K 0.02% +46 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,004 shares; 2023Q3: 951 shares; 2023Q4: 936 shares; 2024Q1: 946 shares; 2024Q2: 959 shares; 2024Q3: 944 shares; 2024Q4: 949 shares 949 $250K 0.02% +5 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 750 shares; 2024Q1: 823 shares; 2024Q2: not reported; 2024Q3: 925 shares; 2024Q4: 966 shares 966 $249K 0.02% +41 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 880 shares; 2024Q4: 1,005 shares 1,005 $248K 0.02% +125 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,270 shares; 2023Q3: 1,416 shares; 2023Q4: 1,334 shares; 2024Q1: 1,183 shares; 2024Q2: 1,128 shares; 2024Q3: 758 shares; 2024Q4: 586 shares 586 $248K 0.02% -172 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,456 shares; 2023Q3: 7,706 shares; 2023Q4: 5,145 shares; 2024Q1: 5,206 shares; 2024Q2: 4,201 shares; 2024Q3: 4,021 shares; 2024Q4: 3,426 shares 3,426 $246K 0.02% -595 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,386 shares; 2024Q4: 3,622 shares 3,622 $245K 0.02% +236 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 196 shares; 2024Q2: 206 shares; 2024Q3: 201 shares; 2024Q4: 202 shares 202 $240K 0.02% +1 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,952 shares 2,952 $239K 0.02% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,710 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,833 shares; 2024Q4: 3,853 shares 3,853 $237K 0.02% +20 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,309 shares; 2024Q2: 1,558 shares; 2024Q3: not reported; 2024Q4: 1,804 shares 1,804 $237K 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17,924 shares; 2024Q2: 20,270 shares; 2024Q3: 20,640 shares; 2024Q4: 24,714 shares 24,714 $236K 0.02% +4,074 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,683 shares; 2023Q3: 5,573 shares; 2023Q4: 5,026 shares; 2024Q1: 4,368 shares; 2024Q2: 3,939 shares; 2024Q3: 3,966 shares; 2024Q4: 4,321 shares 4,321 $235K 0.02% +355 LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,039 shares; 2024Q4: 1,015 shares 1,015 $233K 0.02% -24 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,048 shares; 2023Q3: 5,100 shares; 2023Q4: 4,594 shares; 2024Q1: 3,427 shares; 2024Q2: 3,328 shares; 2024Q3: 2,896 shares; 2024Q4: 2,814 shares 2,814 $232K 0.02% -82 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,028 shares 3,028 $229K 0.02% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,143 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,365 shares; 2024Q3: 2,435 shares; 2024Q4: 2,454 shares 2,454 $227K 0.02% +19 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 361 shares; 2024Q2: 369 shares; 2024Q3: 384 shares; 2024Q4: 359 shares 359 $226K 0.02% -25 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,423 shares; 2023Q3: 1,381 shares; 2023Q4: 1,313 shares; 2024Q1: 1,331 shares; 2024Q2: 1,315 shares; 2024Q3: 1,317 shares; 2024Q4: 1,386 shares 1,386 $226K 0.02% +69 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,813 shares; 2023Q4: 2,764 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,606 shares; 2024Q4: 2,659 shares 2,659 $225K 0.02% +53 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 271 shares; 2024Q2: 224 shares; 2024Q3: 211 shares; 2024Q4: 213 shares 213 $225K 0.02% +2 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 471 shares; 2024Q4: 474 shares 474 $224K 0.02% +3 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,532 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,252 shares 2,252 $223K 0.02% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 915 shares 915 $222K 0.02% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,340 shares; 2023Q3: 3,222 shares; 2023Q4: 3,073 shares; 2024Q1: 2,483 shares; 2024Q2: 2,352 shares; 2024Q3: 2,080 shares; 2024Q4: 1,337 shares 1,337 $221K 0.02% -743 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,389 shares; 2024Q3: 1,396 shares; 2024Q4: 1,174 shares 1,174 $221K 0.02% -222 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,781 shares; 2024Q4: 2,796 shares 2,796 $219K 0.02% +15 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,348 shares; 2023Q3: 4,123 shares; 2023Q4: 4,073 shares; 2024Q1: 4,223 shares; 2024Q2: 4,093 shares; 2024Q3: 3,859 shares; 2024Q4: 3,474 shares 3,474 $218K 0.02% -385 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,592 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,560 shares 1,560 $217K 0.02% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,010 shares; 2024Q4: 8,430 shares 8,430 $216K 0.02% +420 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 911 shares; 2024Q1: 819 shares; 2024Q2: 808 shares; 2024Q3: 854 shares; 2024Q4: 837 shares 837 $215K 0.02% -17 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 934 shares; 2024Q2: 898 shares; 2024Q3: 896 shares; 2024Q4: 889 shares 889 $215K 0.02% -7 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 623 shares; 2024Q3: 616 shares; 2024Q4: 706 shares 706 $212K 0.02% +90 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; 2023Q1: restricted; 2023Q2: 17,013 shares; 2023Q3: 15,942 shares; 2023Q4: 12,861 shares; 2024Q1: 14,535 shares; 2024Q2: 14,165 shares; 2024Q3: 14,065 shares; 2024Q4: 6,960 shares 6,960 $211K 0.02% -7,105 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,334 shares; 2024Q1: 8,423 shares; 2024Q2: 8,369 shares; 2024Q3: 8,388 shares; 2024Q4: 8,415 shares 8,415 $209K 0.02% +27 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,412 shares; 2023Q3: 4,147 shares; 2023Q4: 3,979 shares; 2024Q1: 3,738 shares; 2024Q2: 3,645 shares; 2024Q3: 3,601 shares; 2024Q4: 3,577 shares 3,577 $209K 0.02% -24 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,560 shares; 2023Q3: 7,390 shares; 2023Q4: 7,149 shares; 2024Q1: 10,302 shares; 2024Q2: 12,406 shares; 2024Q3: 11,361 shares; 2024Q4: 7,002 shares 7,002 $207K 0.02% -4,359 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,286 shares 4,286 $205K 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; 2023Q1: restricted; 2023Q2: 81,764 shares; 2023Q3: 83,428 shares; 2023Q4: 80,062 shares; 2024Q1: 71,240 shares; 2024Q2: 82,780 shares; 2024Q3: 82,986 shares; 2024Q4: 75,390 shares 75,390 $205K 0.02% -7,596 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,175 shares; 2023Q3: 3,394 shares; 2023Q4: 3,000 shares; 2024Q1: 2,867 shares; 2024Q2: not reported; 2024Q3: 2,637 shares; 2024Q4: 2,651 shares 2,651 $204K 0.02% +14 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 567 shares 567 $204K 0.02% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,744 shares; 2024Q2: 1,759 shares; 2024Q3: 1,759 shares; 2024Q4: 1,752 shares 1,752 $203K 0.02% -7 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,180 shares 1,180 $203K 0.02% new 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; 2023Q1: restricted; 2023Q2: 11,314 shares; 2023Q3: 11,314 shares; 2023Q4: 11,314 shares; 2024Q1: 11,314 shares; 2024Q2: 11,314 shares; 2024Q3: 11,314 shares; 2024Q4: 11,314 shares 11,314 $203K 0.02% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,988 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,670 shares; 2024Q2: 4,711 shares; 2024Q3: 4,463 shares; 2024Q4: 4,466 shares 4,466 $203K 0.02% +3 Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,515 shares; 2024Q4: 1,505 shares 1,505 $202K 0.02% -10 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,112 shares; 2024Q3: 11,206 shares; 2024Q4: 11,832 shares 11,832 $147K 0.01% +626 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; 2023Q1: restricted; 2023Q2: 20,055 shares; 2023Q3: 20,178 shares; 2023Q4: 20,178 shares; 2024Q1: 20,171 shares; 2024Q2: 20,083 shares; 2024Q3: 20,035 shares; 2024Q4: 20,118 shares 20,118 $141K 0.01% +83 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,122 shares 10,122 $119K 0.01% new Timeline 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; 2023Q1: restricted; 2023Q2: 50,000 shares; 2023Q3: 50,000 shares; 2023Q4: 50,000 shares; 2024Q1: 50,000 shares; 2024Q2: 50,000 shares; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares 50,000 $90K 0.01% 0 Timeline NMTC NEUROONE MED TECHNOLOGIES CO More: the full row for NEUROONE MED TECHNOLOGIES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares 12,000 $9.91K <0.01% 0 Timeline 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; 2023Q1: restricted; 2023Q2: 25,000 shares; 2023Q3: 25,000 shares; 2023Q4: 25,000 shares; 2024Q1: 25,000 shares; 2024Q2: 25,000 shares; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares 25,000 $7.67K <0.01% 0 Timeline