EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 94,974 shares; 2024Q1: 99,043 shares; 2024Q2: 105,593 shares 105,593 $5.6M 4.54% +6,550 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 60,611 shares; 2024Q1: 67,931 shares; 2024Q2: 80,479 shares 80,479 $5.17M 4.19% +12,548 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 75,725 shares; 2024Q1: 80,625 shares; 2024Q2: 85,954 shares 85,954 $4.6M 3.73% +5,329 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,011 shares 11,011 $4.48M 3.63% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 14,474 shares; 2024Q1: 14,400 shares; 2024Q2: 17,855 shares 17,855 $3.76M 3.05% +3,455 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,183 shares; 2024Q1: 6,110 shares; 2024Q2: 6,555 shares 6,555 $3.14M 2.55% +445 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,903 shares; 2024Q1: 3,911 shares; 2024Q2: 6,867 shares 6,867 $3.07M 2.49% +2,956 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 38,030 shares; 2024Q1: 37,151 shares; 2024Q2: 48,602 shares 48,602 $2.75M 2.23% +11,451 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 28,018 shares; 2024Q1: 30,751 shares; 2024Q2: 35,308 shares 35,308 $2.75M 2.23% +4,557 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,802 shares; 2024Q1: 4,779 shares; 2024Q2: 4,782 shares 4,782 $2.62M 2.12% +3 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 52,677 shares; 2024Q1: 55,769 shares; 2024Q2: 61,161 shares 61,161 $2.54M 2.06% +5,392 Timeline BALLYS CORPORATION BALLYS CORPORATION More: the full row for BALLYS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 192,532 shares; 2024Q1: 204,540 shares; 2024Q2: 197,810 shares 197,810 $2.37M 1.92% -6,730 EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,056 shares; 2024Q1: 21,525 shares; 2024Q2: 22,866 shares 22,866 $2.34M 1.9% +1,341 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,345 shares; 2024Q1: 3,464 shares; 2024Q2: 11,088 shares 11,088 $2.02M 1.64% +7,624 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 19,659 shares; 2024Q1: 19,659 shares; 2024Q2: 19,663 shares 19,663 $1.91M 1.55% +4 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,451 shares; 2024Q1: 6,470 shares; 2024Q2: 6,430 shares 6,430 $1.72M 1.39% -40 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,904 shares; 2024Q1: 3,353 shares; 2024Q2: 3,383 shares 3,383 $1.69M 1.37% +30 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 60,187 shares; 2024Q1: 64,870 shares; 2024Q2: 70,354 shares 70,354 $1.68M 1.36% +5,484 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,935 shares; 2024Q1: 1,935 shares; 2024Q2: 3,010 shares 3,010 $1.61M 1.31% +1,075 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 49,098 shares; 2024Q1: 53,008 shares; 2024Q2: 55,115 shares 55,115 $1.59M 1.29% +2,107 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,017 shares; 2024Q1: 5,915 shares; 2024Q2: 8,461 shares 8,461 $1.55M 1.26% +2,546 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 24,827 shares; 2024Q1: 25,062 shares; 2024Q2: 25,455 shares 25,455 $1.51M 1.22% +393 Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 55,999 shares; 2024Q1: 54,621 shares; 2024Q2: 54,820 shares 54,820 $1.5M 1.22% +199 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,516 shares; 2024Q1: 12,438 shares; 2024Q2: 12,107 shares 12,107 $1.34M 1.08% -331 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 19,329 shares; 2024Q1: 20,422 shares; 2024Q2: 22,695 shares 22,695 $1.26M 1.02% +2,273 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,556 shares; 2024Q1: 7,652 shares; 2024Q2: 6,403 shares 6,403 $1.24M 1% -1,249 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 26,023 shares; 2024Q1: 37,009 shares; 2024Q2: 44,416 shares 44,416 $1.21M 0.98% +7,407 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,318 shares; 2024Q1: 5,438 shares; 2024Q2: 5,649 shares 5,649 $1.14M 0.93% +211 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 9,920 shares; 2024Q1: 7,703 shares; 2024Q2: 8,361 shares 8,361 $1.08M 0.87% +658 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 24,728 shares; 2024Q1: 23,655 shares; 2024Q2: 24,770 shares 24,770 $1.07M 0.87% +1,115 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,179 shares; 2024Q1: 11,690 shares; 2024Q2: 11,245 shares 11,245 $1.03M 0.84% -445 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 26,173 shares; 2024Q1: 34,522 shares; 2024Q2: 36,344 shares 36,344 $1.02M 0.83% +1,822 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,508 shares; 2024Q1: 10,602 shares; 2024Q2: 8,419 shares 8,419 $969K 0.79% -2,183 Timeline PLAYAGS INC PLAYAGS INC More: the full row for PLAYAGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 83,841 shares; 2024Q1: 79,638 shares; 2024Q2: 83,330 shares 83,330 $958K 0.78% +3,692 IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,960 shares; 2024Q1: 6,751 shares; 2024Q2: 8,789 shares 8,789 $937K 0.76% +2,038 Timeline VUSB 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 21,862 shares; 2024Q1: 21,660 shares; 2024Q2: 17,720 shares 17,720 $877K 0.71% -3,940 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,245 shares; 2024Q1: 12,245 shares; 2024Q2: 11,262 shares 11,262 $876K 0.71% -983 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,821 shares; 2024Q1: 10,382 shares; 2024Q2: 8,599 shares 8,599 $863K 0.7% -1,783 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,448 shares; 2024Q1: 15,527 shares; 2024Q2: 12,533 shares 12,533 $849K 0.69% -2,994 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11,478 shares; 2024Q1: 12,844 shares; 2024Q2: 12,844 shares 12,844 $843K 0.68% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,199 shares; 2024Q1: 7,021 shares; 2024Q2: 7,844 shares 7,844 $838K 0.68% +823 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8,199 shares; 2024Q1: 7,970 shares; 2024Q2: 9,263 shares 9,263 $827K 0.67% +1,293 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 24,129 shares; 2024Q1: 23,384 shares; 2024Q2: 26,867 shares 26,867 $825K 0.67% +3,483 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,569 shares; 2024Q1: 2,534 shares; 2024Q2: 1,807 shares 1,807 $817K 0.66% -727 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 12,808 shares; 2024Q2: 19,447 shares 19,447 $801K 0.65% +6,639 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 28,459 shares; 2024Q1: 46,243 shares; 2024Q2: 35,044 shares 35,044 $777K 0.63% -11,199 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,477 shares; 2024Q1: 7,000 shares; 2024Q2: 7,770 shares 7,770 $771K 0.63% +770 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 18,317 shares; 2024Q2: 20,879 shares 20,879 $755K 0.61% +2,562 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 15,919 shares; 2024Q1: 15,049 shares; 2024Q2: 15,847 shares 15,847 $752K 0.61% +798 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 15,339 shares; 2024Q1: 14,215 shares; 2024Q2: 16,879 shares 16,879 $744K 0.6% +2,664 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 333 shares; 2024Q2: 5,983 shares 5,983 $739K 0.6% +5,650 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 15,684 shares; 2024Q1: 15,222 shares; 2024Q2: 12,480 shares 12,480 $737K 0.6% -2,742 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,522 shares; 2024Q1: 6,497 shares; 2024Q2: 6,563 shares 6,563 $725K 0.59% +66 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 15,444 shares; 2024Q1: 16,003 shares; 2024Q2: 16,003 shares 16,003 $724K 0.59% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 25,316 shares; 2024Q1: 34,659 shares; 2024Q2: 25,561 shares 25,561 $715K 0.58% -9,098 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,403 shares; 2024Q1: 6,213 shares; 2024Q2: 7,449 shares 7,449 $713K 0.58% +1,236 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,510 shares; 2024Q1: 3,349 shares; 2024Q2: 3,871 shares 3,871 $712K 0.58% +522 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,202 shares; 2024Q1: 3,081 shares; 2024Q2: 2,226 shares 2,226 $698K 0.57% -855 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,269 shares 3,269 $689K 0.56% new Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 4,040 shares; 2024Q2: 4,706 shares 4,706 $687K 0.56% +666 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 39,171 shares; 2024Q1: 38,252 shares; 2024Q2: 43,808 shares 43,808 $685K 0.55% +5,556 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 17,757 shares; 2024Q1: 17,190 shares; 2024Q2: 16,916 shares 16,916 $683K 0.55% -274 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,356 shares; 2024Q1: 12,060 shares; 2024Q2: 13,386 shares 13,386 $658K 0.53% +1,326 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,098 shares; 2024Q1: 2,999 shares; 2024Q2: 2,184 shares 2,184 $655K 0.53% -815 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11,454 shares; 2024Q1: 10,634 shares; 2024Q2: 12,813 shares 12,813 $651K 0.53% +2,179 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11,787 shares; 2024Q1: 11,443 shares; 2024Q2: 8,725 shares 8,725 $643K 0.52% -2,718 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,661 shares 2,661 $635K 0.51% new Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,777 shares; 2024Q1: 6,511 shares; 2024Q2: 6,759 shares 6,759 $632K 0.51% +248 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 14,918 shares; 2024Q1: 15,161 shares; 2024Q2: 12,753 shares 12,753 $606K 0.49% -2,408 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 9,533 shares; 2024Q2: 14,478 shares 14,478 $598K 0.48% +4,945 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,907 shares; 2024Q1: 10,160 shares; 2024Q2: 10,105 shares 10,105 $591K 0.48% -55 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,655 shares; 2024Q1: 4,665 shares; 2024Q2: 10,018 shares 10,018 $586K 0.48% +5,353 Timeline RGNX REGENXBIO INC More: the full row for REGENXBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 40,118 shares; 2024Q1: 45,588 shares; 2024Q2: 49,764 shares 49,764 $582K 0.47% +4,176 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,896 shares; 2024Q1: 4,926 shares; 2024Q2: 3,884 shares 3,884 $575K 0.47% -1,042 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,323 shares; 2024Q1: 2,407 shares; 2024Q2: 3,656 shares 3,656 $534K 0.43% +1,249 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 883 shares; 2024Q1: 873 shares; 2024Q2: 920 shares 920 $501K 0.41% +47 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,345 shares; 2024Q1: 1,355 shares; 2024Q2: 1,904 shares 1,904 $500K 0.41% +549 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,030 shares 3,030 $500K 0.41% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,819 shares; 2024Q1: 6,819 shares; 2024Q2: 6,819 shares 6,819 $491K 0.4% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,127 shares; 2024Q1: 4,198 shares; 2024Q2: 2,825 shares 2,825 $491K 0.4% -1,373 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,112 shares; 2024Q1: 7,224 shares; 2024Q2: 7,064 shares 7,064 $480K 0.39% -160 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 19,689 shares; 2024Q1: 17,321 shares; 2024Q2: 12,257 shares 12,257 $472K 0.38% -5,064 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,728 shares 4,728 $457K 0.37% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8,012 shares; 2024Q1: 5,638 shares; 2024Q2: 3,455 shares 3,455 $454K 0.37% -2,183 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,143 shares; 2024Q1: 1,102 shares; 2024Q2: 643 shares 643 $434K 0.35% -459 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,500 shares 2,500 $433K 0.35% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,616 shares; 2024Q1: 6,602 shares; 2024Q2: 4,078 shares 4,078 $417K 0.34% -2,524 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,244 shares; 2024Q1: 1,214 shares; 2024Q2: 1,297 shares 1,297 $405K 0.33% +83 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,384 shares; 2024Q1: 1,399 shares; 2024Q2: 1,384 shares 1,384 $402K 0.33% -15 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8,586 shares; 2024Q1: 8,704 shares; 2024Q2: 5,797 shares 5,797 $398K 0.32% -2,907 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,612 shares; 2024Q1: 9,053 shares; 2024Q2: 9,053 shares 9,053 $381K 0.31% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,785 shares; 2024Q1: 3,785 shares; 2024Q2: 3,785 shares 3,785 $377K 0.31% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,352 shares; 2024Q1: 5,352 shares; 2024Q2: 4,760 shares 4,760 $371K 0.3% -592 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,947 shares; 2024Q1: 5,940 shares; 2024Q2: 5,880 shares 5,880 $355K 0.29% -60 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,415 shares; 2024Q1: 7,177 shares; 2024Q2: 4,525 shares 4,525 $352K 0.29% -2,652 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 863 shares; 2024Q1: 875 shares; 2024Q2: 1,009 shares 1,009 $347K 0.28% +134 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 676 shares 676 $341K 0.28% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,782 shares; 2024Q1: 1,759 shares; 2024Q2: 1,672 shares 1,672 $339K 0.27% -87 Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 23,953 shares 23,953 $336K 0.27% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,354 shares; 2024Q1: 6,035 shares; 2024Q2: 4,365 shares 4,365 $329K 0.27% -1,670 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,066 shares; 2024Q1: 3,066 shares; 2024Q2: 3,066 shares 3,066 $328K 0.27% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 668 shares; 2024Q1: 663 shares; 2024Q2: 591 shares 591 $328K 0.27% -72 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8,374 shares; 2024Q1: 8,271 shares; 2024Q2: 8,271 shares 8,271 $327K 0.27% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,137 shares; 2024Q1: 4,139 shares; 2024Q2: 4,139 shares 4,139 $326K 0.26% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,281 shares; 2024Q1: 1,193 shares; 2024Q2: 1,094 shares 1,094 $326K 0.26% -99 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,100 shares; 2024Q1: 2,850 shares; 2024Q2: 3,044 shares 3,044 $325K 0.26% +194 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,857 shares 7,857 $316K 0.26% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 608 shares; 2024Q1: 553 shares; 2024Q2: 626 shares 626 $290K 0.24% +73 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,640 shares; 2024Q1: 1,570 shares; 2024Q2: 1,488 shares 1,488 $289K 0.23% -82 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,010 shares 6,010 $282K 0.23% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,650 shares; 2024Q1: 4,553 shares; 2024Q2: 2,349 shares 2,349 $279K 0.23% -2,204 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,514 shares; 2024Q1: 10,514 shares; 2024Q2: 10,450 shares 10,450 $278K 0.23% -64 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,633 shares 1,633 $260K 0.21% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,110 shares; 2024Q1: 3,110 shares; 2024Q2: 3,175 shares 3,175 $259K 0.21% +65 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 295 shares; 2024Q1: 279 shares; 2024Q2: 322 shares 322 $254K 0.21% +43 SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,758 shares; 2024Q1: 10,740 shares; 2024Q2: 10,788 shares 10,788 $251K 0.2% +48 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,569 shares; 2024Q1: 4,846 shares; 2024Q2: 4,846 shares 4,846 $242K 0.2% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,335 shares; 2024Q1: 2,371 shares; 2024Q2: 2,396 shares 2,396 $241K 0.2% +25 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,331 shares; 2024Q1: 1,331 shares; 2024Q2: 1,331 shares 1,331 $241K 0.2% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,932 shares 1,932 $239K 0.19% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,467 shares; 2024Q1: 6,925 shares; 2024Q2: 6,976 shares 6,976 $239K 0.19% +51 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,065 shares; 2024Q1: 5,035 shares; 2024Q2: 5,035 shares 5,035 $239K 0.19% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,068 shares; 2024Q1: 2,068 shares; 2024Q2: 2,068 shares 2,068 $239K 0.19% 0 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8,604 shares; 2024Q1: 8,604 shares; 2024Q2: 8,604 shares 8,604 $235K 0.19% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,981 shares; 2024Q1: 3,019 shares; 2024Q2: 3,028 shares 3,028 $231K 0.19% +9 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,408 shares; 2024Q1: 3,684 shares; 2024Q2: 3,639 shares 3,639 $231K 0.19% -45 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 870 shares; 2024Q2: 870 shares 870 $230K 0.19% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,468 shares; 2024Q2: 1,327 shares 1,327 $228K 0.18% -141 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 3,523 shares; 2024Q2: 3,523 shares 3,523 $225K 0.18% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 420 shares 420 $225K 0.18% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,791 shares; 2024Q1: 3,791 shares; 2024Q2: 3,791 shares 3,791 $220K 0.18% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 423 shares 423 $215K 0.17% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,897 shares 6,897 $215K 0.17% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,017 shares; 2024Q1: not reported; 2024Q2: 2,080 shares 2,080 $213K 0.17% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 835 shares 835 $202K 0.16% new Timeline TUPPERWARE BRANDS CORP TUPPERWARE BRANDS CORP More: the full row for TUPPERWARE BRANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 30,000 shares; 2024Q1: 40,000 shares; 2024Q2: 40,000 shares 40,000 $56K 0.05% 0