MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 82,607 shares; 2023Q1: 81,574 shares; 2023Q2: 81,489 shares; 2023Q3: 81,682 shares; 2023Q4: 81,475 shares; 2024Q1: 80,730 shares 80,730 $34M 8.27% -745 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 646,508 shares; 2023Q1: 639,202 shares; 2023Q2: 645,299 shares; 2023Q3: 627,636 shares; 2023Q4: 619,520 shares; 2024Q1: 616,861 shares 616,861 $24.1M 5.86% -2,659 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 194,129 shares; 2023Q1: 190,858 shares; 2023Q2: 195,109 shares; 2023Q3: 190,735 shares; 2023Q4: 190,017 shares; 2024Q1: 189,395 shares 189,395 $16M 3.89% -622 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 71,761 shares; 2023Q1: 71,652 shares; 2023Q2: 63,518 shares; 2023Q3: 63,937 shares; 2023Q4: 63,341 shares; 2024Q1: 63,704 shares 63,704 $10.9M 2.66% +363 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 240,879 shares; 2023Q1: 238,245 shares; 2023Q2: 230,026 shares; 2023Q3: 227,817 shares; 2023Q4: 217,069 shares; 2024Q1: 216,098 shares 216,098 $10.6M 2.59% -971 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 80,244 shares; 2023Q1: 79,100 shares; 2023Q2: 79,477 shares; 2023Q3: 78,679 shares; 2023Q4: 78,005 shares; 2024Q1: 76,965 shares 76,965 $9.67M 2.35% -1,040 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 159,070 shares; 2023Q1: 161,312 shares; 2023Q2: 151,262 shares; 2023Q3: 148,789 shares; 2023Q4: 147,982 shares; 2024Q1: 149,091 shares 149,091 $9.25M 2.25% +1,109 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 94,574 shares; 2023Q1: 87,000 shares; 2023Q2: 86,223 shares; 2023Q3: 86,176 shares; 2023Q4: 80,944 shares; 2024Q1: 78,720 shares 78,720 $8.19M 1.99% -2,224 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 25,543 shares; 2023Q1: 24,010 shares; 2023Q2: 22,809 shares; 2023Q3: 22,221 shares; 2023Q4: 21,463 shares; 2024Q1: 21,918 shares 21,918 $8.03M 1.96% +455 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 154,420 shares; 2023Q1: 156,956 shares; 2023Q2: 155,880 shares; 2023Q3: 159,744 shares; 2023Q4: 160,051 shares; 2024Q1: 168,491 shares 168,491 $7.75M 1.89% +8,440 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 44,596 shares; 2023Q1: 44,789 shares; 2023Q2: 44,690 shares; 2023Q3: 44,656 shares; 2023Q4: 44,314 shares; 2024Q1: 44,714 shares 44,714 $6.81M 1.66% +400 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 53,838 shares; 2023Q1: 53,478 shares; 2023Q2: 51,998 shares; 2023Q3: 52,426 shares; 2023Q4: 51,733 shares; 2024Q1: 51,174 shares 51,174 $5.8M 1.41% -559 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,221 shares; 2023Q1: 15,794 shares; 2023Q2: 15,944 shares; 2023Q3: 15,479 shares; 2023Q4: 15,360 shares; 2024Q1: 15,224 shares 15,224 $5.28M 1.29% -136 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,178 shares; 2023Q1: 21,791 shares; 2023Q2: 22,985 shares; 2023Q3: 23,131 shares; 2023Q4: 23,183 shares; 2024Q1: 28,985 shares 28,985 $5.23M 1.27% +5,802 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 93,010 shares; 2023Q1: 90,864 shares; 2023Q2: 91,305 shares; 2023Q3: 91,282 shares; 2023Q4: 90,528 shares; 2024Q1: 88,200 shares 88,200 $5.13M 1.25% -2,328 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 95,238 shares; 2023Q1: 94,263 shares; 2023Q2: 96,288 shares; 2023Q3: 103,513 shares; 2023Q4: 103,031 shares; 2024Q1: 101,485 shares 101,485 $5.07M 1.23% -1,546 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 29,369 shares; 2023Q1: 28,999 shares; 2023Q2: 28,451 shares; 2023Q3: 28,702 shares; 2023Q4: 28,686 shares; 2024Q1: 28,116 shares 28,116 $4.92M 1.2% -570 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 19,385 shares; 2023Q1: 19,414 shares; 2023Q2: 20,213 shares; 2023Q3: 23,627 shares; 2023Q4: 23,184 shares; 2024Q1: 22,864 shares 22,864 $4.69M 1.14% -320 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,622 shares; 2023Q1: 1,532 shares; 2023Q2: 1,521 shares; 2023Q3: 1,521 shares; 2023Q4: 1,506 shares; 2024Q1: 1,468 shares 1,468 $4.63M 1.13% -38 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,405 shares; 2023Q1: 4,304 shares; 2023Q2: 4,294 shares; 2023Q3: 4,271 shares; 2023Q4: 4,159 shares; 2024Q1: 3,687 shares 3,687 $4.61M 1.12% -472 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 47,872 shares; 2023Q1: 49,179 shares; 2023Q2: 54,537 shares; 2023Q3: 57,775 shares; 2023Q4: 58,473 shares; 2024Q1: 61,404 shares 61,404 $4.44M 1.08% +2,931 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,568 shares; 2023Q1: 17,293 shares; 2023Q2: 17,167 shares; 2023Q3: 17,148 shares; 2023Q4: 16,968 shares; 2024Q1: 16,984 shares 16,984 $4.24M 1.03% +16 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 24,030 shares; 2023Q1: 24,005 shares; 2023Q2: 24,038 shares; 2023Q3: 24,181 shares; 2023Q4: 23,808 shares; 2024Q1: 70,001 shares 70,001 $4.21M 1.03% +46,193 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 58,610 shares; 2023Q1: 58,010 shares; 2023Q2: 52,779 shares; 2023Q3: 52,095 shares; 2023Q4: 51,030 shares; 2024Q1: 51,199 shares 51,199 $4.13M 1.01% +169 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 28,353 shares; 2023Q1: 27,681 shares; 2023Q2: 27,060 shares; 2023Q3: 26,924 shares; 2023Q4: 26,778 shares; 2024Q1: 25,234 shares 25,234 $4.09M 1% -1,544 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20,996 shares; 2023Q1: 20,351 shares; 2023Q2: 23,512 shares; 2023Q3: 23,250 shares; 2023Q4: 23,122 shares; 2024Q1: 22,564 shares 22,564 $3.96M 0.96% -558 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,040 shares; 2023Q1: 16,554 shares; 2023Q2: 17,242 shares; 2023Q3: 17,704 shares; 2023Q4: 17,474 shares; 2024Q1: 17,122 shares 17,122 $3.95M 0.96% -352 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 93,430 shares; 2023Q1: 91,396 shares; 2023Q2: 91,234 shares; 2023Q3: 92,406 shares; 2023Q4: 91,111 shares; 2024Q1: 89,353 shares 89,353 $3.95M 0.96% -1,758 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,945 shares; 2023Q1: 3,899 shares; 2023Q2: 3,799 shares; 2023Q3: 4,509 shares; 2023Q4: 2,197 shares; 2024Q1: 4,326 shares 4,326 $3.91M 0.95% +2,129 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 25,417 shares; 2023Q1: 25,416 shares; 2023Q2: 25,795 shares; 2023Q3: 26,139 shares; 2023Q4: 25,694 shares; 2024Q1: 26,268 shares 26,268 $3.9M 0.95% +574 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,488 shares; 2023Q1: 14,300 shares; 2023Q2: 13,911 shares; 2023Q3: 13,872 shares; 2023Q4: 13,879 shares; 2024Q1: 13,762 shares 13,762 $3.88M 0.94% -117 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,725 shares; 2023Q1: 4,694 shares; 2023Q2: 4,654 shares; 2023Q3: 4,752 shares; 2023Q4: 4,701 shares; 2024Q1: 4,627 shares 4,627 $3.86M 0.94% -74 CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,861 shares; 2023Q1: 16,569 shares; 2023Q2: 17,290 shares; 2023Q3: 18,032 shares; 2023Q4: 17,937 shares; 2024Q1: 17,913 shares 17,913 $3.86M 0.94% -24 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 31,928 shares; 2023Q1: 31,097 shares; 2023Q2: 31,671 shares; 2023Q3: 34,250 shares; 2023Q4: 39,922 shares; 2024Q1: 39,623 shares 39,623 $3.72M 0.91% -299 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,502 shares; 2023Q1: 11,447 shares; 2023Q2: 12,491 shares; 2023Q3: 12,709 shares; 2023Q4: 12,801 shares; 2024Q1: 12,603 shares 12,603 $3.67M 0.89% -198 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 64,199 shares; 2023Q1: 65,478 shares; 2023Q2: 66,351 shares; 2023Q3: 67,166 shares; 2023Q4: 65,022 shares; 2024Q1: 63,578 shares 63,578 $3.66M 0.89% -1,444 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,441 shares; 2023Q1: 8,781 shares; 2023Q2: 9,497 shares; 2023Q3: 9,449 shares; 2023Q4: 9,447 shares; 2024Q1: 9,302 shares 9,302 $3.66M 0.89% -145 Timeline LABORATORY CRP OF AMER HLDGS LABORATORY CRP OF AMER HLDGS More: the full row for LABORATORY CRP OF AMER HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,781 shares; 2023Q1: 16,689 shares; 2023Q2: 16,758 shares; 2023Q3: 16,537 shares; 2023Q4: 16,232 shares; 2024Q1: 16,169 shares 16,169 $3.53M 0.86% -63 IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,486 shares; 2023Q1: 7,010 shares; 2023Q2: 6,701 shares; 2023Q3: 6,683 shares; 2023Q4: 6,666 shares; 2024Q1: 6,636 shares 6,636 $3.49M 0.85% -30 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 33,454 shares; 2023Q1: 34,340 shares; 2023Q2: 35,304 shares; 2023Q3: 37,030 shares; 2023Q4: 37,475 shares; 2024Q1: 38,504 shares 38,504 $3.45M 0.84% +1,029 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 25,273 shares; 2023Q1: 26,673 shares; 2023Q2: 27,867 shares; 2023Q3: 29,593 shares; 2023Q4: 28,603 shares; 2024Q1: 28,219 shares 28,219 $3.45M 0.84% -384 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17 shares; 2023Q1: 17 shares; 2023Q2: 17 shares; 2023Q3: 9,724 shares; 2023Q4: 23,076 shares; 2024Q1: 23,497 shares 23,497 $3.42M 0.83% +421 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,240 shares; 2023Q1: 7,037 shares; 2023Q2: 6,932 shares; 2023Q3: 6,982 shares; 2023Q4: 6,511 shares; 2024Q1: 6,221 shares 6,221 $3.34M 0.81% -290 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,333 shares; 2023Q1: 16,858 shares; 2023Q2: 17,244 shares; 2023Q3: 17,105 shares; 2023Q4: 16,019 shares; 2024Q1: 15,861 shares 15,861 $3.27M 0.8% -158 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 30,916 shares; 2023Q1: 29,979 shares; 2023Q2: 28,892 shares; 2023Q3: 27,730 shares; 2023Q4: 27,013 shares; 2024Q1: 26,411 shares 26,411 $3.24M 0.79% -602 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,223 shares; 2023Q1: 7,003 shares; 2023Q2: 7,137 shares; 2023Q3: 7,133 shares; 2023Q4: 7,170 shares; 2024Q1: 7,102 shares 7,102 $3.23M 0.79% -68 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,886 shares; 2023Q1: 34,610 shares; 2023Q2: 40,206 shares; 2023Q3: 41,576 shares; 2023Q4: 41,382 shares; 2024Q1: 40,294 shares 40,294 $3.18M 0.77% -1,088 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,695 shares; 2023Q1: 8,295 shares; 2023Q2: 8,355 shares; 2023Q3: 8,353 shares; 2023Q4: 8,363 shares; 2024Q1: 8,261 shares 8,261 $3.17M 0.77% -102 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 41,747 shares; 2023Q1: 40,719 shares; 2023Q2: 39,386 shares; 2023Q3: 39,550 shares; 2023Q4: 38,485 shares; 2024Q1: 38,823 shares 38,823 $3.15M 0.77% +338 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,828 shares; 2023Q1: 13,783 shares; 2023Q2: 13,870 shares; 2023Q3: 13,638 shares; 2023Q4: 12,791 shares; 2024Q1: 12,536 shares 12,536 $3.1M 0.76% -255 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 24,465 shares; 2023Q1: 25,065 shares; 2023Q2: 25,407 shares; 2023Q3: 26,221 shares; 2023Q4: 24,890 shares; 2024Q1: 24,855 shares 24,855 $3.03M 0.74% -35 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,524 shares; 2023Q1: 14,337 shares; 2023Q2: 15,886 shares; 2023Q3: 16,282 shares; 2023Q4: 16,687 shares; 2024Q1: 16,794 shares 16,794 $2.93M 0.71% +107 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 24,916 shares; 2023Q1: 28,124 shares; 2023Q2: 30,528 shares; 2023Q3: 34,033 shares; 2023Q4: 33,667 shares; 2024Q1: 33,286 shares 33,286 $2.9M 0.71% -381 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 31,863 shares; 2023Q1: 31,626 shares; 2023Q2: 31,156 shares; 2023Q3: 31,210 shares; 2023Q4: 30,924 shares; 2024Q1: 30,250 shares 30,250 $2.76M 0.67% -674 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,100 shares; 2023Q1: 16,700 shares; 2023Q2: 15,772 shares; 2023Q3: 16,043 shares; 2023Q4: 15,925 shares; 2024Q1: 17,005 shares 17,005 $2.57M 0.63% +1,080 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22,151 shares; 2023Q1: 22,319 shares; 2023Q2: 20,689 shares; 2023Q3: 22,003 shares; 2023Q4: 21,954 shares; 2024Q1: 22,096 shares 22,096 $2.51M 0.61% +142 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,696 shares; 2023Q1: 3,696 shares; 2023Q2: 4,396 shares; 2023Q3: 5,871 shares; 2023Q4: 7,240 shares; 2024Q1: 7,171 shares 7,171 $2.47M 0.6% -69 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,778 shares; 2023Q1: 18,133 shares; 2023Q2: 19,203 shares; 2023Q3: 19,929 shares; 2023Q4: 19,938 shares; 2024Q1: 19,846 shares 19,846 $2.41M 0.59% -92 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,982 shares; 2023Q1: 7,288 shares; 2023Q2: 8,226 shares; 2023Q3: 8,759 shares; 2023Q4: 8,954 shares; 2024Q1: 8,983 shares 8,983 $2.4M 0.59% +29 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 865 shares; 2023Q1: 661 shares; 2023Q2: 1,197 shares; 2023Q3: 4,490 shares; 2023Q4: 8,239 shares; 2024Q1: 8,274 shares 8,274 $2.4M 0.58% +35 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 35,252 shares; 2023Q1: 35,237 shares; 2023Q2: 34,413 shares; 2023Q3: 33,888 shares; 2023Q4: 33,302 shares; 2024Q1: 29,220 shares 29,220 $2.33M 0.57% -4,082 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,945 shares; 2023Q1: 14,357 shares; 2023Q2: 16,259 shares; 2023Q3: 16,479 shares; 2023Q4: 16,675 shares; 2024Q1: 16,794 shares 16,794 $2.26M 0.55% +119 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,521 shares; 2023Q1: 10,116 shares; 2023Q2: 10,733 shares; 2023Q3: 10,693 shares; 2023Q4: 10,529 shares; 2024Q1: 10,361 shares 10,361 $2.13M 0.52% -168 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 80,044 shares; 2023Q1: 77,194 shares; 2023Q2: 76,994 shares; 2023Q3: 76,844 shares; 2023Q4: 74,694 shares; 2024Q1: 73,769 shares 73,769 $2.1M 0.51% -925 Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20,324 shares; 2023Q1: 19,994 shares; 2023Q2: 19,634 shares; 2023Q3: 19,491 shares; 2023Q4: 18,653 shares; 2024Q1: 18,644 shares 18,644 $2.04M 0.5% -9 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 28,749 shares; 2023Q1: 29,034 shares; 2023Q2: 29,178 shares; 2023Q3: 27,527 shares; 2023Q4: 26,090 shares; 2024Q1: 25,044 shares 25,044 $1.94M 0.47% -1,046 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,106 shares; 2023Q1: 9,285 shares; 2023Q2: 9,633 shares; 2023Q3: 9,603 shares; 2023Q4: 9,443 shares; 2024Q1: 9,364 shares 9,364 $1.92M 0.47% -79 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,026 shares; 2023Q1: 13,078 shares; 2023Q2: 12,923 shares; 2023Q3: 12,768 shares; 2023Q4: 12,816 shares; 2024Q1: 12,494 shares 12,494 $1.86M 0.45% -322 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 44,147 shares; 2023Q1: 42,811 shares; 2023Q2: 41,201 shares; 2023Q3: 39,395 shares; 2023Q4: 38,617 shares; 2024Q1: 36,788 shares 36,788 $1.85M 0.45% -1,829 SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 21,041 shares; 2023Q1: 21,026 shares; 2023Q2: 20,106 shares; 2023Q3: 20,002 shares; 2023Q4: 19,083 shares; 2024Q1: 18,484 shares 18,484 $1.81M 0.44% -599 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 88 shares; 2023Q1: 88 shares; 2023Q2: 88 shares; 2023Q3: 93 shares; 2023Q4: 11,756 shares; 2024Q1: 12,207 shares 12,207 $1.68M 0.41% +451 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,070 shares; 2023Q1: 3,025 shares; 2023Q2: 3,178 shares; 2023Q3: 3,178 shares; 2023Q4: 3,200 shares; 2024Q1: 3,400 shares 3,400 $1.65M 0.4% +200 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,645 shares; 2023Q1: 2,616 shares; 2023Q2: 2,820 shares; 2023Q3: 2,894 shares; 2023Q4: 2,896 shares; 2024Q1: 6,222 shares 6,222 $1.62M 0.39% +3,326 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,445 shares; 2023Q1: 3,465 shares; 2023Q2: 3,483 shares; 2023Q3: 3,733 shares; 2023Q4: 3,633 shares; 2024Q1: 3,633 shares 3,633 $1.53M 0.37% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,164 shares; 2023Q1: 11,798 shares; 2023Q2: 12,097 shares; 2023Q3: 12,212 shares; 2023Q4: 12,213 shares; 2024Q1: 12,110 shares 12,110 $1.53M 0.37% -103 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,146 shares; 2023Q1: 1,031 shares; 2023Q2: 1,021 shares; 2023Q3: 1,021 shares; 2023Q4: 1,021 shares; 2024Q1: 1,021 shares 1,021 $1.36M 0.33% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,200 shares; 2023Q1: 1,200 shares; 2023Q2: 1,200 shares; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares 1,200 $1.35M 0.33% 0 Timeline AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22,976 shares; 2023Q1: 21,585 shares; 2023Q2: 21,357 shares; 2023Q3: 21,548 shares; 2023Q4: 21,092 shares; 2024Q1: 20,993 shares 20,993 $1.31M 0.32% -99 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,862 shares; 2023Q1: 8,933 shares; 2023Q2: 8,883 shares; 2023Q3: 9,595 shares; 2023Q4: 9,595 shares; 2024Q1: 9,716 shares 9,716 $1.28M 0.31% +121 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2 shares; 2023Q1: 2 shares; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares 2 $1.27M 0.31% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,086 shares; 2023Q1: 2,002 shares; 2023Q2: 2,002 shares; 2023Q3: 2,012 shares; 2023Q4: 2,036 shares; 2024Q1: 6,036 shares 6,036 $1.24M 0.3% +4,000 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,727 shares; 2023Q1: 2,154 shares; 2023Q2: 2,410 shares; 2023Q3: 2,451 shares; 2023Q4: 2,364 shares; 2024Q1: 2,357 shares 2,357 $1.23M 0.3% -7 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,068 shares; 2023Q1: 17,718 shares; 2023Q2: 17,668 shares; 2023Q3: 17,418 shares; 2023Q4: 17,418 shares; 2024Q1: 16,818 shares 16,818 $1.18M 0.29% -600 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,611 shares; 2023Q1: 13,080 shares; 2023Q2: 13,178 shares; 2023Q3: 12,908 shares; 2023Q4: 12,320 shares; 2024Q1: 11,982 shares 11,982 $1.16M 0.28% -338 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 66,159 shares; 2023Q1: 75,714 shares; 2023Q2: 75,692 shares; 2023Q3: 74,867 shares; 2023Q4: 70,812 shares; 2024Q1: 71,621 shares 71,621 $1.13M 0.28% +809 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 59,844 shares; 2023Q1: 60,207 shares; 2023Q2: 57,259 shares; 2023Q3: 55,399 shares; 2023Q4: 48,880 shares; 2024Q1: 44,430 shares 44,430 $1.12M 0.27% -4,450 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 27,891 shares; 2023Q1: 29,496 shares; 2023Q2: 31,287 shares; 2023Q3: 31,137 shares; 2023Q4: 27,854 shares; 2024Q1: 28,174 shares 28,174 $1.04M 0.25% +320 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,904 shares; 2023Q1: 1,841 shares; 2023Q2: 1,806 shares; 2023Q3: 2,216 shares; 2023Q4: 2,216 shares; 2024Q1: 2,327 shares 2,327 $1.03M 0.25% +111 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,186 shares; 2023Q1: 3,186 shares; 2023Q2: 3,347 shares; 2023Q3: 3,353 shares; 2023Q4: 3,353 shares; 2024Q1: 3,603 shares 3,603 $1.02M 0.25% +250 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 34,891 shares; 2023Q1: 29,703 shares; 2023Q2: 24,278 shares; 2023Q3: 18,461 shares; 2023Q4: 11,665 shares; 2024Q1: 10,173 shares 10,173 $916K 0.22% -1,492 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,447 shares; 2023Q1: 14,966 shares; 2023Q2: 12,215 shares; 2023Q3: 10,432 shares; 2023Q4: 6,476 shares; 2024Q1: 5,968 shares 5,968 $914K 0.22% -508 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,382 shares; 2023Q1: 1,365 shares; 2023Q2: 1,233 shares; 2023Q3: 1,371 shares; 2023Q4: 1,169 shares; 2024Q1: 1,197 shares 1,197 $877K 0.21% +28 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 57,626 shares; 2023Q1: 53,066 shares; 2023Q2: 50,099 shares; 2023Q3: 46,184 shares; 2023Q4: 35,034 shares; 2024Q1: 34,434 shares 34,434 $837K 0.2% -600 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 6,648 shares; 2023Q2: 8,986 shares; 2023Q3: 9,030 shares; 2023Q4: 9,137 shares; 2024Q1: 9,019 shares 9,019 $820K 0.2% -118 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,742 shares; 2023Q1: 1,742 shares; 2023Q2: 1,742 shares; 2023Q3: 1,742 shares; 2023Q4: 1,742 shares; 2024Q1: 1,692 shares 1,692 $769K 0.19% -50 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,437 shares; 2023Q1: 1,437 shares; 2023Q2: 1,487 shares; 2023Q3: 1,501 shares; 2023Q4: 1,501 shares; 2024Q1: 1,501 shares 1,501 $718K 0.17% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,043 shares; 2023Q1: 1,990 shares; 2023Q2: 1,993 shares; 2023Q3: 1,995 shares; 2023Q4: 1,998 shares; 2024Q1: 2,001 shares 2,001 $689K 0.17% +3 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 33,202 shares; 2023Q1: 32,841 shares; 2023Q2: 32,816 shares; 2023Q3: 33,041 shares; 2023Q4: 31,787 shares; 2024Q1: 31,442 shares 31,442 $672K 0.16% -345 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,465 shares; 2023Q1: 3,465 shares; 2023Q2: 3,465 shares; 2023Q3: 3,685 shares; 2023Q4: 3,635 shares; 2024Q1: 3,635 shares 3,635 $664K 0.16% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,401 shares; 2023Q1: 3,424 shares; 2023Q2: 3,074 shares; 2023Q3: 3,186 shares; 2023Q4: 3,287 shares; 2024Q1: 3,312 shares 3,312 $663K 0.16% +25 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,378 shares; 2023Q1: 7,130 shares; 2023Q2: 7,307 shares; 2023Q3: 6,607 shares; 2023Q4: 6,230 shares; 2024Q1: 6,013 shares 6,013 $661K 0.16% -217 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,227 shares; 2023Q1: 10,928 shares; 2023Q2: 10,954 shares; 2023Q3: 10,626 shares; 2023Q4: 9,416 shares; 2024Q1: 9,126 shares 9,126 $656K 0.16% -290 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,417 shares; 2023Q1: 3,462 shares; 2023Q2: 3,372 shares; 2023Q3: 3,377 shares; 2023Q4: 3,250 shares; 2024Q1: 3,245 shares 3,245 $626K 0.15% -5 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,719 shares; 2023Q1: 8,463 shares; 2023Q2: 8,463 shares; 2023Q3: 27,141 shares; 2023Q4: 16,511 shares; 2024Q1: 16,511 shares 16,511 $612K 0.15% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,210 shares; 2023Q1: 3,210 shares; 2023Q2: 2,780 shares; 2023Q3: 2,812 shares; 2023Q4: 2,812 shares; 2024Q1: 2,812 shares 2,812 $599K 0.15% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,249 shares; 2023Q1: 2,249 shares; 2023Q2: 2,299 shares; 2023Q3: 4,598 shares; 2023Q4: 4,598 shares; 2024Q1: 4,598 shares 4,598 $590K 0.14% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,729 shares; 2023Q1: 1,729 shares; 2023Q2: 1,729 shares; 2023Q3: 1,729 shares; 2023Q4: 1,729 shares; 2024Q1: 1,729 shares 1,729 $583K 0.14% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,377 shares; 2023Q1: 7,377 shares; 2023Q2: 7,391 shares; 2023Q3: 7,501 shares; 2023Q4: 7,514 shares; 2024Q1: 7,402 shares 7,402 $549K 0.13% -112 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 924 shares; 2023Q1: 10,481 shares; 2023Q2: 10,481 shares; 2023Q3: 10,481 shares; 2023Q4: 10,481 shares; 2024Q1: 10,481 shares 10,481 $526K 0.13% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,186 shares; 2023Q1: 3,186 shares; 2023Q2: 3,186 shares; 2023Q3: 3,186 shares; 2023Q4: 3,148 shares; 2024Q1: 3,148 shares 3,148 $517K 0.13% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,356 shares; 2023Q1: 4,356 shares; 2023Q2: 4,356 shares; 2023Q3: 4,695 shares; 2023Q4: 4,698 shares; 2024Q1: 4,356 shares 4,356 $481K 0.12% -342 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,749 shares; 2023Q1: 13,514 shares; 2023Q2: 14,294 shares; 2023Q3: 15,359 shares; 2023Q4: 14,400 shares; 2024Q1: 14,331 shares 14,331 $476K 0.12% -69 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,628 shares; 2023Q1: 4,628 shares; 2023Q2: 4,428 shares; 2023Q3: 4,428 shares; 2023Q4: 4,637 shares; 2024Q1: 3,928 shares 3,928 $457K 0.11% -709 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 56,961 shares; 2023Q1: 43,435 shares; 2023Q2: 30,155 shares; 2023Q3: 24,682 shares; 2023Q4: 17,805 shares; 2024Q1: 15,950 shares 15,950 $456K 0.11% -1,855 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,127 shares; 2023Q1: 4,038 shares; 2023Q2: 3,938 shares; 2023Q3: 3,938 shares; 2023Q4: 3,938 shares; 2024Q1: 3,788 shares 3,788 $447K 0.11% -150 Timeline FORWARD AIR CORP FORWARD AIR CORP More: the full row for FORWARD AIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,469 shares; 2023Q1: 16,309 shares; 2023Q2: 16,166 shares; 2023Q3: 15,657 shares; 2023Q4: 14,883 shares; 2024Q1: 13,963 shares 13,963 $434K 0.11% -920 USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,124 shares; 2023Q1: 5,005 shares; 2023Q2: 5,005 shares; 2023Q3: 5,005 shares; 2023Q4: 5,005 shares; 2024Q1: 5,005 shares 5,005 $418K 0.1% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,481 shares; 2023Q1: 1,462 shares; 2023Q2: 1,362 shares; 2023Q3: 1,398 shares; 2023Q4: 1,467 shares; 2024Q1: 1,467 shares 1,467 $410K 0.1% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,400 shares; 2023Q1: 3,402 shares; 2023Q2: 3,405 shares; 2023Q3: 3,510 shares; 2023Q4: 3,512 shares; 2024Q1: 3,357 shares 3,357 $406K 0.1% -155 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 774 shares; 2023Q1: 774 shares; 2023Q2: 774 shares; 2023Q3: 796 shares; 2023Q4: 806 shares; 2024Q1: 806 shares 806 $388K 0.09% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 419 shares; 2023Q1: 77 shares; 2023Q2: 34 shares; 2023Q3: 484 shares; 2023Q4: 496 shares; 2024Q1: 496 shares 496 $386K 0.09% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,127 shares; 2023Q1: 2,127 shares; 2023Q2: 2,127 shares; 2023Q3: 2,127 shares; 2023Q4: 2,127 shares; 2024Q1: 2,127 shares 2,127 $373K 0.09% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,690 shares; 2023Q1: 3,391 shares; 2023Q2: 2,591 shares; 2023Q3: 2,288 shares; 2023Q4: 2,289 shares; 2024Q1: 2,289 shares 2,289 $373K 0.09% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 336 shares; 2023Q1: 338 shares; 2023Q2: 111 shares; 2023Q3: 111 shares; 2023Q4: not reported; 2024Q1: 611 shares 611 $371K 0.09% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 602 shares; 2023Q1: 602 shares; 2023Q2: 602 shares; 2023Q3: 602 shares; 2023Q4: 602 shares; 2024Q1: 602 shares 602 $370K 0.09% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,260 shares; 2023Q1: 2,610 shares; 2023Q2: 2,710 shares; 2023Q3: 2,210 shares; 2023Q4: 2,240 shares; 2024Q1: 2,210 shares 2,210 $357K 0.09% -30 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,098 shares; 2023Q1: 1,398 shares; 2023Q2: 1,898 shares; 2023Q3: 1,958 shares; 2023Q4: 2,090 shares; 2024Q1: 2,261 shares 2,261 $357K 0.09% +171 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,980 shares; 2023Q1: 1,970 shares; 2023Q2: 1,635 shares; 2023Q3: 848 shares; 2023Q4: 502 shares; 2024Q1: 498 shares 498 $348K 0.08% -4 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,371 shares; 2023Q1: 1,371 shares; 2023Q2: 1,171 shares; 2023Q3: 1,171 shares; 2023Q4: 1,185 shares; 2024Q1: 1,185 shares 1,185 $337K 0.08% 0 Timeline VPG VISHAY PRECISION GROUP INC More: the full row for VISHAY PRECISION GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 30,231 shares; 2023Q1: 22,028 shares; 2023Q2: 15,402 shares; 2023Q3: 13,051 shares; 2023Q4: 10,488 shares; 2024Q1: 9,073 shares 9,073 $321K 0.08% -1,415 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,952 shares; 2023Q1: 10,724 shares; 2023Q2: 10,171 shares; 2023Q3: 10,018 shares; 2023Q4: 9,650 shares; 2024Q1: 7,465 shares 7,465 $318K 0.08% -2,185 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,884 shares; 2023Q1: 6,800 shares; 2023Q2: 6,800 shares; 2023Q3: 6,810 shares; 2023Q4: 6,700 shares; 2024Q1: 6,400 shares 6,400 $286K 0.07% -300 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 366 shares; 2023Q1: 569 shares; 2023Q2: 494 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 1,585 shares 1,585 $279K 0.07% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,338 shares; 2023Q1: 1,338 shares; 2023Q2: 1,338 shares; 2023Q3: 1,338 shares; 2023Q4: 1,338 shares; 2024Q1: 1,338 shares 1,338 $273K 0.07% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,178 shares; 2023Q1: 7,959 shares; 2023Q2: 7,872 shares; 2023Q3: 7,914 shares; 2023Q4: 7,810 shares; 2024Q1: 7,850 shares 7,850 $253K 0.06% +40 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,212 shares; 2023Q1: 2,042 shares; 2023Q2: 2,005 shares; 2023Q3: 2,005 shares; 2023Q4: 2,014 shares; 2024Q1: 2,020 shares 2,020 $249K 0.06% +6 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,371 shares; 2023Q1: 2,371 shares; 2023Q2: 2,371 shares; 2023Q3: 2,371 shares; 2023Q4: 2,371 shares; 2024Q1: 2,371 shares 2,371 $240K 0.06% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,581 shares; 2023Q1: 11,170 shares; 2023Q2: 9,068 shares; 2023Q3: 6,158 shares; 2023Q4: 5,441 shares; 2024Q1: 4,121 shares 4,121 $239K 0.06% -1,320 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,125 shares; 2023Q1: 7,925 shares; 2023Q2: 7,925 shares; 2023Q3: 8,125 shares; 2023Q4: 8,125 shares; 2024Q1: 8,125 shares 8,125 $237K 0.06% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 741 shares; 2023Q1: 741 shares; 2023Q2: 741 shares; 2023Q3: 764 shares; 2023Q4: not reported; 2024Q1: 771 shares 771 $193K 0.05% new Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,468 shares; 2023Q1: 6,816 shares; 2023Q2: 6,817 shares; 2023Q3: 6,819 shares; 2023Q4: 6,631 shares; 2024Q1: 3,988 shares 3,988 $189K 0.05% -2,643 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,015 shares; 2023Q1: 3,014 shares; 2023Q2: 2,951 shares; 2023Q3: 1,710 shares; 2023Q4: not reported; 2024Q1: 1,411 shares 1,411 $189K 0.05% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,502 shares; 2023Q1: 1,322 shares; 2023Q2: 1,185 shares; 2023Q3: 1,864 shares; 2023Q4: not reported; 2024Q1: 1,031 shares 1,031 $188K 0.05% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 393 shares; 2023Q1: 393 shares; 2023Q2: 393 shares; 2023Q3: 413 shares; 2023Q4: not reported; 2024Q1: 378 shares 378 $187K 0.05% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 502 shares; 2023Q1: 449 shares; 2023Q2: 449 shares; 2023Q3: 449 shares; 2023Q4: not reported; 2024Q1: 449 shares 449 $184K 0.04% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 213 shares; 2023Q1: 118 shares; 2023Q2: 118 shares; 2023Q3: 118 shares; 2023Q4: not reported; 2024Q1: 134 shares 134 $178K 0.04% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 208 shares; 2023Q1: 184 shares; 2023Q2: 188 shares; 2023Q3: 188 shares; 2023Q4: not reported; 2024Q1: 184 shares 184 $177K 0.04% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,488 shares; 2023Q1: 1,550 shares; 2023Q2: 1,667 shares; 2023Q3: 1,667 shares; 2023Q4: not reported; 2024Q1: 1,730 shares 1,730 $169K 0.04% new Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20,070 shares; 2023Q1: 15,746 shares; 2023Q2: 11,988 shares; 2023Q3: 8,830 shares; 2023Q4: not reported; 2024Q1: 2,896 shares 2,896 $166K 0.04% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,267 shares; 2023Q1: 3,564 shares; 2023Q2: 3,373 shares; 2023Q3: 3,380 shares; 2023Q4: not reported; 2024Q1: 2,995 shares 2,995 $162K 0.04% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,747 shares; 2023Q1: 4,907 shares; 2023Q2: 4,378 shares; 2023Q3: 3,839 shares; 2023Q4: not reported; 2024Q1: 2,650 shares 2,650 $162K 0.04% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,703 shares; 2023Q1: 1,703 shares; 2023Q2: 1,703 shares; 2023Q3: 1,733 shares; 2023Q4: not reported; 2024Q1: 1,713 shares 1,713 $162K 0.04% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,805 shares; 2023Q1: 3,630 shares; 2023Q2: 2,608 shares; 2023Q3: 2,454 shares; 2023Q4: not reported; 2024Q1: 9,076 shares 9,076 $160K 0.04% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,646 shares; 2023Q1: 200 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: not reported; 2024Q1: 3,306 shares 3,306 $144K 0.04% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 399 shares; 2023Q1: 399 shares; 2023Q2: 399 shares; 2023Q3: 399 shares; 2023Q4: not reported; 2024Q1: 399 shares 399 $143K 0.03% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 307 shares; 2023Q4: not reported; 2024Q1: 307 shares 307 $143K 0.03% new Timeline IART INTEGRA LIFESCIENCES HLDGS C More: the full row for INTEGRA LIFESCIENCES HLDGS C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,380 shares; 2023Q1: 4,380 shares; 2023Q2: 4,380 shares; 2023Q3: 4,220 shares; 2023Q4: not reported; 2024Q1: 4,020 shares 4,020 $143K 0.03% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 54 shares; 2023Q1: 46 shares; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: not reported; 2024Q1: 48 shares 48 $140K 0.03% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 772 shares; 2023Q1: 2,687 shares; 2023Q2: 2,702 shares; 2023Q3: 2,702 shares; 2023Q4: not reported; 2024Q1: 2,702 shares 2,702 $139K 0.03% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 211 shares; 2023Q1: 211 shares; 2023Q2: 211 shares; 2023Q3: 232 shares; 2023Q4: not reported; 2024Q1: 238 shares 238 $138K 0.03% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 49 shares; 2023Q1: 38 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: not reported; 2024Q1: 38 shares 38 $138K 0.03% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,024 shares; 2023Q1: 1,029 shares; 2023Q2: 1,033 shares; 2023Q3: 1,038 shares; 2023Q4: not reported; 2024Q1: 1,048 shares 1,048 $138K 0.03% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 733 shares; 2023Q1: 722 shares; 2023Q2: 630 shares; 2023Q3: 669 shares; 2023Q4: not reported; 2024Q1: 712 shares 712 $136K 0.03% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,588 shares; 2023Q1: 1,524 shares; 2023Q2: 1,524 shares; 2023Q3: 1,524 shares; 2023Q4: not reported; 2024Q1: 1,524 shares 1,524 $129K 0.03% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 504 shares; 2023Q1: 534 shares; 2023Q2: 609 shares; 2023Q3: 659 shares; 2023Q4: not reported; 2024Q1: 689 shares 689 $124K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,970 shares; 2023Q1: 1,974 shares; 2023Q2: 1,625 shares; 2023Q3: 1,512 shares; 2023Q4: not reported; 2024Q1: 1,516 shares 1,516 $123K 0.03% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,832 shares; 2023Q1: 1,832 shares; 2023Q2: 1,832 shares; 2023Q3: 632 shares; 2023Q4: not reported; 2024Q1: 632 shares 632 $123K 0.03% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,330 shares; 2023Q1: 1,353 shares; 2023Q2: 1,337 shares; 2023Q3: 1,306 shares; 2023Q4: not reported; 2024Q1: 766 shares 766 $121K 0.03% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,534 shares; 2023Q1: 1,535 shares; 2023Q2: 1,538 shares; 2023Q3: 1,541 shares; 2023Q4: not reported; 2024Q1: 1,224 shares 1,224 $120K 0.03% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,110 shares; 2023Q1: 1,132 shares; 2023Q2: 1,133 shares; 2023Q3: 2,195 shares; 2023Q4: not reported; 2024Q1: 1,663 shares 1,663 $119K 0.03% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 779 shares; 2023Q1: 819 shares; 2023Q2: 874 shares; 2023Q3: 874 shares; 2023Q4: not reported; 2024Q1: 874 shares 874 $119K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 704 shares; 2023Q1: 738 shares; 2023Q2: 756 shares; 2023Q3: 757 shares; 2023Q4: not reported; 2024Q1: 683 shares 683 $116K 0.03% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,795 shares; 2023Q1: 1,676 shares; 2023Q2: 1,676 shares; 2023Q3: 1,887 shares; 2023Q4: not reported; 2024Q1: 1,887 shares 1,887 $115K 0.03% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 493 shares; 2023Q1: 412 shares; 2023Q2: 412 shares; 2023Q3: 462 shares; 2023Q4: not reported; 2024Q1: 462 shares 462 $114K 0.03% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,021 shares; 2023Q1: 2,167 shares; 2023Q2: 1,965 shares; 2023Q3: 1,965 shares; 2023Q4: not reported; 2024Q1: 1,327 shares 1,327 $114K 0.03% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,665 shares; 2023Q1: 2,022 shares; 2023Q2: 2,022 shares; 2023Q3: 2,022 shares; 2023Q4: not reported; 2024Q1: 2,622 shares 2,622 $114K 0.03% new Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,733 shares; 2023Q1: 3,098 shares; 2023Q2: 3,198 shares; 2023Q3: 3,198 shares; 2023Q4: not reported; 2024Q1: 4,186 shares 4,186 $113K 0.03% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,650 shares; 2023Q1: 3,215 shares; 2023Q2: 2,685 shares; 2023Q3: 1,518 shares; 2023Q4: not reported; 2024Q1: 2,685 shares 2,685 $113K 0.03% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,750 shares; 2023Q1: 3,633 shares; 2023Q2: 3,050 shares; 2023Q3: 3,050 shares; 2023Q4: not reported; 2024Q1: 2,977 shares 2,977 $110K 0.03% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 139 shares; 2023Q1: 139 shares; 2023Q2: 141 shares; 2023Q3: 141 shares; 2023Q4: not reported; 2024Q1: 362 shares 362 $109K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 162 shares; 2023Q1: 162 shares; 2023Q2: 362 shares; 2023Q3: 384 shares; 2023Q4: not reported; 2024Q1: 421 shares 421 $104K 0.03% new Timeline ASTE ASTEC INDS INC More: the full row for ASTEC INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,505 shares; 2023Q1: 2,505 shares; 2023Q2: 2,425 shares; 2023Q3: 2,425 shares; 2023Q4: not reported; 2024Q1: 2,250 shares 2,250 $98.3K 0.02% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 325 shares; 2023Q1: 325 shares; 2023Q2: 325 shares; 2023Q3: 325 shares; 2023Q4: not reported; 2024Q1: 325 shares 325 $97.6K 0.02% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,231 shares; 2023Q1: 1,231 shares; 2023Q2: 1,313 shares; 2023Q3: 1,313 shares; 2023Q4: not reported; 2024Q1: 1,313 shares 1,313 $96.2K 0.02% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 300 shares 300 $96.2K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,781 shares; 2023Q1: 1,131 shares; 2023Q2: 1,131 shares; 2023Q3: 1,128 shares; 2023Q4: not reported; 2024Q1: 1,128 shares 1,128 $92.2K 0.02% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 38,204 shares; 2023Q1: 22,311 shares; 2023Q2: 8,429 shares; 2023Q3: 5,650 shares; 2023Q4: not reported; 2024Q1: 1,725 shares 1,725 $91K 0.02% new Timeline QTEC 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 477 shares; 2023Q1: 477 shares; 2023Q2: 477 shares; 2023Q3: 477 shares; 2023Q4: not reported; 2024Q1: 477 shares 477 $91K 0.02% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 792 shares; 2023Q1: 792 shares; 2023Q2: 792 shares; 2023Q3: 792 shares; 2023Q4: not reported; 2024Q1: 792 shares 792 $90.4K 0.02% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,136 shares; 2023Q1: 9,666 shares; 2023Q2: 7,873 shares; 2023Q3: 7,356 shares; 2023Q4: not reported; 2024Q1: 3,194 shares 3,194 $88.6K 0.02% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 159 shares; 2023Q2: 159 shares; 2023Q3: 159 shares; 2023Q4: not reported; 2024Q1: 159 shares 159 $88.3K 0.02% new Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 782 shares; 2023Q1: 784 shares; 2023Q2: 785 shares; 2023Q3: 787 shares; 2023Q4: not reported; 2024Q1: 789 shares 789 $88.1K 0.02% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 560 shares; 2023Q1: 560 shares; 2023Q2: 560 shares; 2023Q3: 560 shares; 2023Q4: not reported; 2024Q1: 560 shares 560 $83K 0.02% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 528 shares; 2023Q1: 528 shares; 2023Q2: 528 shares; 2023Q3: 528 shares; 2023Q4: not reported; 2024Q1: 528 shares 528 $81.2K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 227 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 200 shares 200 $79.6K 0.02% new Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 528 shares; 2023Q3: 503 shares; 2023Q4: not reported; 2024Q1: 503 shares 503 $78.4K 0.02% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,880 shares; 2023Q1: 1,380 shares; 2023Q2: 910 shares; 2023Q3: 915 shares; 2023Q4: not reported; 2024Q1: 915 shares 915 $77.4K 0.02% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 858 shares; 2023Q3: 858 shares; 2023Q4: not reported; 2024Q1: 858 shares 858 $75.7K 0.02% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 310 shares; 2023Q1: 310 shares; 2023Q2: 310 shares; 2023Q3: 310 shares; 2023Q4: not reported; 2024Q1: 310 shares 310 $75.4K 0.02% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 144 shares; 2023Q1: 144 shares; 2023Q2: 144 shares; 2023Q3: 169 shares; 2023Q4: not reported; 2024Q1: 338 shares 338 $74.1K 0.02% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 607 shares; 2023Q4: not reported; 2024Q1: 250 shares 250 $72K 0.02% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 78,225 shares; 2023Q1: 63,025 shares; 2023Q2: 44,187 shares; 2023Q3: 22,795 shares; 2023Q4: not reported; 2024Q1: 8,208 shares 8,208 $71.7K 0.02% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 762 shares; 2023Q1: 762 shares; 2023Q2: 762 shares; 2023Q3: 762 shares; 2023Q4: not reported; 2024Q1: 762 shares 762 $71.2K 0.02% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,000 shares; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: not reported; 2024Q1: 800 shares 800 $71.1K 0.02% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 666 shares; 2023Q1: 666 shares; 2023Q2: 666 shares; 2023Q3: 666 shares; 2023Q4: not reported; 2024Q1: 666 shares 666 $70.9K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 349 shares; 2023Q1: 349 shares; 2023Q2: 349 shares; 2023Q3: 349 shares; 2023Q4: not reported; 2024Q1: 349 shares 349 $69K 0.02% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,083 shares; 2023Q1: 1,083 shares; 2023Q2: 1,083 shares; 2023Q3: 1,083 shares; 2023Q4: not reported; 2024Q1: 1,083 shares 1,083 $67.5K 0.02% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 333 shares; 2023Q1: 433 shares; 2023Q2: 247 shares; 2023Q3: 157 shares; 2023Q4: not reported; 2024Q1: 157 shares 157 $65.6K 0.02% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 114 shares; 2023Q1: 114 shares; 2023Q2: 114 shares; 2023Q3: 114 shares; 2023Q4: not reported; 2024Q1: 114 shares 114 $65.2K 0.02% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,700 shares; 2023Q1: 900 shares; 2023Q2: 900 shares; 2023Q3: 900 shares; 2023Q4: not reported; 2024Q1: 900 shares 900 $64.6K 0.02% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 627 shares; 2023Q1: 627 shares; 2023Q2: 1,042 shares; 2023Q3: 1,042 shares; 2023Q4: not reported; 2024Q1: 1,043 shares 1,043 $63.7K 0.02% new Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 683 shares; 2023Q1: 683 shares; 2023Q2: 683 shares; 2023Q3: 683 shares; 2023Q4: not reported; 2024Q1: 783 shares 783 $63.6K 0.02% new Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,090 shares; 2023Q1: 3,090 shares; 2023Q2: 2,906 shares; 2023Q3: 2,506 shares; 2023Q4: not reported; 2024Q1: 2,242 shares 2,242 $63.3K 0.02% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 828 shares; 2023Q1: 828 shares; 2023Q2: 828 shares; 2023Q3: 828 shares; 2023Q4: not reported; 2024Q1: 828 shares 828 $62.9K 0.02% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 196 shares; 2023Q1: 105 shares; 2023Q2: 105 shares; 2023Q3: 124 shares; 2023Q4: not reported; 2024Q1: 124 shares 124 $62.6K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 920 shares; 2023Q1: 920 shares; 2023Q2: 920 shares; 2023Q3: 967 shares; 2023Q4: not reported; 2024Q1: 797 shares 797 $61.5K 0.01% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,874 shares; 2023Q1: 1,770 shares; 2023Q2: 2,170 shares; 2023Q3: 2,170 shares; 2023Q4: not reported; 2024Q1: 2,170 shares 2,170 $61K 0.01% new Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 200 shares 200 $60.3K 0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,480 shares; 2023Q1: 2,180 shares; 2023Q2: 700 shares; 2023Q3: 777 shares; 2023Q4: not reported; 2024Q1: 777 shares 777 $59.8K 0.01% new Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,103 shares; 2023Q1: 1,106 shares; 2023Q2: 1,130 shares; 2023Q3: 1,133 shares; 2023Q4: not reported; 2024Q1: 1,138 shares 1,138 $59.8K 0.01% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 704 shares; 2023Q1: 1,354 shares; 2023Q2: 1,354 shares; 2023Q3: 1,404 shares; 2023Q4: not reported; 2024Q1: 565 shares 565 $59.3K 0.01% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 993 shares; 2023Q1: 993 shares; 2023Q2: 1,060 shares; 2023Q3: 993 shares; 2023Q4: not reported; 2024Q1: 993 shares 993 $58.3K 0.01% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 120 shares; 2023Q1: 120 shares; 2023Q2: 120 shares; 2023Q3: 161 shares; 2023Q4: not reported; 2024Q1: 120 shares 120 $57.7K 0.01% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 135 shares; 2023Q1: 135 shares; 2023Q2: 135 shares; 2023Q3: 135 shares; 2023Q4: not reported; 2024Q1: 135 shares 135 $56K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 105 shares; 2023Q1: 105 shares; 2023Q2: 105 shares; 2023Q3: 105 shares; 2023Q4: not reported; 2024Q1: 105 shares 105 $54.4K 0.01% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,202 shares; 2023Q1: 1,202 shares; 2023Q2: 1,202 shares; 2023Q3: 1,102 shares; 2023Q4: not reported; 2024Q1: 502 shares 502 $54.4K 0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 212 shares; 2023Q1: 212 shares; 2023Q2: 212 shares; 2023Q3: 262 shares; 2023Q4: not reported; 2024Q1: 212 shares 212 $54K 0.01% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 610 shares; 2023Q1: 611 shares; 2023Q2: 612 shares; 2023Q3: 613 shares; 2023Q4: not reported; 2024Q1: 615 shares 615 $53.6K 0.01% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 800 shares; 2023Q4: not reported; 2024Q1: 800 shares 800 $51.5K 0.01% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 361 shares; 2023Q1: 361 shares; 2023Q2: 361 shares; 2023Q3: 396 shares; 2023Q4: not reported; 2024Q1: 226 shares 226 $51.5K 0.01% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 142 shares; 2023Q1: 117 shares; 2023Q2: 117 shares; 2023Q3: 118 shares; 2023Q4: not reported; 2024Q1: 202 shares 202 $51.4K 0.01% new Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,039 shares; 2023Q1: 3,039 shares; 2023Q2: 3,039 shares; 2023Q3: 3,039 shares; 2023Q4: not reported; 2024Q1: 3,039 shares 3,039 $51.2K 0.01% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 500 shares 500 $51.1K 0.01% new Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 85,445 shares; 2023Q1: 37,244 shares; 2023Q2: 2,718 shares; 2023Q3: 1,638 shares; 2023Q4: not reported; 2024Q1: 8,788 shares 8,788 $51K 0.01% new OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 512 shares; 2023Q1: 512 shares; 2023Q2: 512 shares; 2023Q3: 512 shares; 2023Q4: not reported; 2024Q1: 512 shares 512 $49.5K 0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 197 shares; 2023Q1: 197 shares; 2023Q2: 197 shares; 2023Q3: 239 shares; 2023Q4: not reported; 2024Q1: 690 shares 690 $48.3K 0.01% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 192 shares; 2023Q1: 192 shares; 2023Q2: 192 shares; 2023Q3: 192 shares; 2023Q4: not reported; 2024Q1: 192 shares 192 $48K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 651 shares; 2023Q1: 343 shares; 2023Q2: 343 shares; 2023Q3: 343 shares; 2023Q4: not reported; 2024Q1: 343 shares 343 $47.6K 0.01% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 750 shares; 2023Q1: 750 shares; 2023Q2: 750 shares; 2023Q3: 750 shares; 2023Q4: not reported; 2024Q1: 750 shares 750 $47.5K 0.01% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,100 shares; 2023Q1: 1,700 shares; 2023Q2: 1,700 shares; 2023Q3: 1,700 shares; 2023Q4: not reported; 2024Q1: 1,700 shares 1,700 $47.4K 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 159 shares; 2023Q1: 123 shares; 2023Q2: 123 shares; 2023Q3: 123 shares; 2023Q4: not reported; 2024Q1: 136 shares 136 $47.2K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 262 shares; 2023Q1: 262 shares; 2023Q2: 304 shares; 2023Q3: 354 shares; 2023Q4: not reported; 2024Q1: 485 shares 485 $46.9K 0.01% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 130 shares; 2023Q1: 130 shares; 2023Q2: 130 shares; 2023Q3: 130 shares; 2023Q4: not reported; 2024Q1: 150 shares 150 $46.9K 0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 170 shares; 2023Q1: 170 shares; 2023Q2: 170 shares; 2023Q3: 170 shares; 2023Q4: not reported; 2024Q1: 170 shares 170 $46.2K 0.01% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 743 shares; 2023Q4: not reported; 2024Q1: 617 shares 617 $44.8K 0.01% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 142 shares; 2023Q1: 153 shares; 2023Q2: 161 shares; 2023Q3: 153 shares; 2023Q4: not reported; 2024Q1: 153 shares 153 $44.5K 0.01% new Timeline INVESCO BULLETSHARES 2025 CB INVESCO BULLETSHARES 2025 CB More: the full row for INVESCO BULLETSHARES 2025 CB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,076 shares; 2023Q1: 2,092 shares; 2023Q2: 2,110 shares; 2023Q3: 2,129 shares; 2023Q4: not reported; 2024Q1: 2,168 shares 2,168 $44.3K 0.01% new EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 266 shares; 2023Q1: 266 shares; 2023Q2: 266 shares; 2023Q3: 343 shares; 2023Q4: not reported; 2024Q1: 343 shares 343 $43.8K 0.01% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 204 shares; 2023Q2: 204 shares; 2023Q3: 242 shares; 2023Q4: not reported; 2024Q1: 233 shares 233 $41.8K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 400 shares; 2023Q1: 405 shares; 2023Q2: 405 shares; 2023Q3: 405 shares; 2023Q4: not reported; 2024Q1: 405 shares 405 $40.2K 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 700 shares; 2023Q1: 808 shares; 2023Q2: 757 shares; 2023Q3: 700 shares; 2023Q4: not reported; 2024Q1: 700 shares 700 $40K 0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 114 shares; 2023Q1: 114 shares; 2023Q2: 114 shares; 2023Q3: 114 shares; 2023Q4: not reported; 2024Q1: 114 shares 114 $39.9K 0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: not reported; 2024Q1: 100 shares 100 $39.6K 0.01% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 2,560 shares; 2023Q2: 2,560 shares; 2023Q3: 2,560 shares; 2023Q4: not reported; 2024Q1: 2,560 shares 2,560 $39.3K 0.01% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 336 shares; 2023Q1: 336 shares; 2023Q2: 336 shares; 2023Q3: 336 shares; 2023Q4: not reported; 2024Q1: 336 shares 336 $38.7K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,000 shares; 2023Q1: 1,256 shares; 2023Q2: 1,272 shares; 2023Q3: 923 shares; 2023Q4: not reported; 2024Q1: 590 shares 590 $38.3K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,740 shares; 2023Q1: 2,417 shares; 2023Q2: 1,317 shares; 2023Q3: 282 shares; 2023Q4: not reported; 2024Q1: 214 shares 214 $38K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 474 shares; 2023Q3: 474 shares; 2023Q4: not reported; 2024Q1: 540 shares 540 $36.1K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 56 shares; 2023Q1: 56 shares; 2023Q2: 56 shares; 2023Q3: 108 shares; 2023Q4: not reported; 2024Q1: 108 shares 108 $36K 0.01% new Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,981 shares; 2023Q1: 1,995 shares; 2023Q2: 2,010 shares; 2023Q3: 2,025 shares; 2023Q4: not reported; 2024Q1: 1,703 shares 1,703 $35.7K 0.01% new EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 30,123 shares; 2023Q1: 19,745 shares; 2023Q2: 10,419 shares; 2023Q3: 7,767 shares; 2023Q4: not reported; 2024Q1: 900 shares 900 $34.8K 0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 64 shares; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: not reported; 2024Q1: 127 shares 127 $34K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,232 shares; 2023Q1: 2,270 shares; 2023Q2: 1,776 shares; 2023Q3: 556 shares; 2023Q4: not reported; 2024Q1: 504 shares 504 $33.8K 0.01% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: not reported; 2024Q1: 600 shares 600 $33.6K 0.01% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 335 shares; 2023Q1: 335 shares; 2023Q2: 335 shares; 2023Q3: 335 shares; 2023Q4: not reported; 2024Q1: 335 shares 335 $33.6K 0.01% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,027 shares; 2023Q1: 872 shares; 2023Q2: 937 shares; 2023Q3: 877 shares; 2023Q4: not reported; 2024Q1: 883 shares 883 $33.5K 0.01% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,185 shares; 2023Q1: 2,240 shares; 2023Q2: 927 shares; 2023Q3: 927 shares; 2023Q4: not reported; 2024Q1: 927 shares 927 $33.3K 0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 25 shares; 2023Q1: 225 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 200 shares 200 $33K 0.01% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 320 shares; 2023Q1: 320 shares; 2023Q2: 320 shares; 2023Q3: 320 shares; 2023Q4: not reported; 2024Q1: 320 shares 320 $32.9K 0.01% new Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 526 shares; 2023Q1: 528 shares; 2023Q2: 530 shares; 2023Q3: 531 shares; 2023Q4: not reported; 2024Q1: 535 shares 535 $32.6K 0.01% new Timeline CIBR 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,428 shares; 2023Q1: 865 shares; 2023Q2: 865 shares; 2023Q3: 866 shares; 2023Q4: not reported; 2024Q1: 568 shares 568 $32K 0.01% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,414 shares; 2023Q1: 11,100 shares; 2023Q2: 7,951 shares; 2023Q3: 2,999 shares; 2023Q4: not reported; 2024Q1: 300 shares 300 $31.8K 0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: not reported; 2024Q1: 100 shares 100 $31.8K 0.01% new Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 687 shares; 2023Q1: 692 shares; 2023Q2: 692 shares; 2023Q3: 693 shares; 2023Q4: not reported; 2024Q1: 698 shares 698 $31.6K 0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 401 shares; 2023Q1: 401 shares; 2023Q2: 401 shares; 2023Q3: 401 shares; 2023Q4: not reported; 2024Q1: 451 shares 451 $30.9K 0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 7 shares; 2023Q4: not reported; 2024Q1: 55 shares 55 $30.6K 0.01% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 286 shares; 2023Q1: 206 shares; 2023Q2: 206 shares; 2023Q3: 206 shares; 2023Q4: not reported; 2024Q1: 156 shares 156 $29.1K 0.01% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 338 shares; 2023Q1: 340 shares; 2023Q2: 342 shares; 2023Q3: 344 shares; 2023Q4: not reported; 2024Q1: 348 shares 348 $28.8K 0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 10 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 500 shares 500 $27.1K 0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 600 shares; 2023Q1: 613 shares; 2023Q2: 434 shares; 2023Q3: 413 shares; 2023Q4: not reported; 2024Q1: 413 shares 413 $26.3K 0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 248 shares; 2023Q1: 248 shares; 2023Q2: 262 shares; 2023Q3: 199 shares; 2023Q4: not reported; 2024Q1: 150 shares 150 $26K 0.01% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 125 shares; 2023Q1: 125 shares; 2023Q2: 278 shares; 2023Q3: 125 shares; 2023Q4: not reported; 2024Q1: 125 shares 125 $25.7K 0.01% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 350 shares; 2023Q4: not reported; 2024Q1: 350 shares 350 $25.6K 0.01% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 97 shares; 2023Q1: 266 shares; 2023Q2: 260 shares; 2023Q3: 360 shares; 2023Q4: not reported; 2024Q1: 263 shares 263 $25.4K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 232 shares; 2023Q1: 232 shares; 2023Q2: 128 shares; 2023Q3: 128 shares; 2023Q4: not reported; 2024Q1: 128 shares 128 $25.3K 0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 127 shares; 2023Q1: 127 shares; 2023Q2: 127 shares; 2023Q3: 127 shares; 2023Q4: not reported; 2024Q1: 127 shares 127 $24.8K 0.01% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 230 shares; 2023Q1: 230 shares; 2023Q2: 230 shares; 2023Q3: 230 shares; 2023Q4: not reported; 2024Q1: 230 shares 230 $24.7K 0.01% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 185 shares; 2023Q1: 185 shares; 2023Q2: 185 shares; 2023Q3: 185 shares; 2023Q4: not reported; 2024Q1: 185 shares 185 $24.3K 0.01% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 276 shares; 2023Q1: 276 shares; 2023Q2: 276 shares; 2023Q3: 276 shares; 2023Q4: not reported; 2024Q1: 276 shares 276 $23.7K 0.01% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 630 shares; 2023Q1: 630 shares; 2023Q2: 600 shares; 2023Q3: 683 shares; 2023Q4: not reported; 2024Q1: 600 shares 600 $23.7K 0.01% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: not reported; 2024Q1: 1,000 shares 1,000 $23.6K 0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 350 shares; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: not reported; 2024Q1: 350 shares 350 $23.6K 0.01% new Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 401 shares; 2023Q1: 401 shares; 2023Q2: 401 shares; 2023Q3: 401 shares; 2023Q4: not reported; 2024Q1: 401 shares 401 $23.6K 0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 982 shares; 2023Q1: 982 shares; 2023Q2: 982 shares; 2023Q3: 982 shares; 2023Q4: not reported; 2024Q1: 482 shares 482 $23.4K 0.01% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 460 shares; 2023Q2: 460 shares; 2023Q3: 460 shares; 2023Q4: not reported; 2024Q1: 460 shares 460 $23.2K 0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 802 shares; 2023Q1: 802 shares; 2023Q2: 802 shares; 2023Q3: 182 shares; 2023Q4: not reported; 2024Q1: 182 shares 182 $22.8K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 24 shares; 2023Q1: 24 shares; 2023Q2: 24 shares; 2023Q3: 46 shares; 2023Q4: not reported; 2024Q1: 53 shares 53 $22.5K 0.01% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 313 shares; 2023Q1: 313 shares; 2023Q2: 264 shares; 2023Q3: 264 shares; 2023Q4: not reported; 2024Q1: 179 shares 179 $22.5K 0.01% new Timeline WKC WORLD KINECT CORPORATION More: the full row for WORLD KINECT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,329 shares; 2023Q1: 1,119 shares; 2023Q2: 903 shares; 2023Q3: 903 shares; 2023Q4: not reported; 2024Q1: 850 shares 850 $22.5K 0.01% new Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 365 shares; 2023Q2: 365 shares; 2023Q3: 365 shares; 2023Q4: not reported; 2024Q1: 365 shares 365 $22K 0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 160 shares; 2023Q1: 160 shares; 2023Q2: 160 shares; 2023Q3: 160 shares; 2023Q4: not reported; 2024Q1: 160 shares 160 $22K 0.01% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 322 shares; 2023Q1: 322 shares; 2023Q2: 322 shares; 2023Q3: 322 shares; 2023Q4: not reported; 2024Q1: 322 shares 322 $21.8K 0.01% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 365 shares; 2023Q1: 365 shares; 2023Q2: 365 shares; 2023Q3: 365 shares; 2023Q4: not reported; 2024Q1: 365 shares 365 $21.4K 0.01% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10 shares; 2023Q1: 160 shares; 2023Q2: 10 shares; 2023Q3: 20 shares; 2023Q4: not reported; 2024Q1: 22 shares 22 $21.4K 0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 225 shares; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: not reported; 2024Q1: 225 shares 225 $21.2K 0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 145 shares; 2023Q2: 145 shares; 2023Q3: 145 shares; 2023Q4: not reported; 2024Q1: 1,142 shares 1,142 $20.9K 0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18 shares; 2023Q1: 18 shares; 2023Q2: 18 shares; 2023Q3: 37 shares; 2023Q4: not reported; 2024Q1: 37 shares 37 $20.8K 0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 234 shares 234 $20.7K 0.01% new Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: not reported; 2024Q1: 400 shares 400 $20.4K <0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 312 shares; 2023Q1: 312 shares; 2023Q2: 312 shares; 2023Q3: 312 shares; 2023Q4: not reported; 2024Q1: 312 shares 312 $20.4K <0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 152 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: not reported; 2024Q1: 100 shares 100 $20.1K <0.01% new Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,565 shares 3,565 $19.9K <0.01% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 149 shares; 2023Q1: 89 shares; 2023Q2: 89 shares; 2023Q3: 64 shares; 2023Q4: not reported; 2024Q1: 128 shares 128 $19.8K <0.01% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 36 shares; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 36 shares; 2023Q4: not reported; 2024Q1: 48 shares 48 $19.2K <0.01% new Timeline XHS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 200 shares 200 $19K <0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 403 shares; 2023Q1: 403 shares; 2023Q2: 403 shares; 2023Q3: 403 shares; 2023Q4: not reported; 2024Q1: 403 shares 403 $18.9K <0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 104 shares; 2023Q1: 104 shares; 2023Q2: 104 shares; 2023Q3: 104 shares; 2023Q4: not reported; 2024Q1: 78 shares 78 $18.9K <0.01% new Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,000 shares; 2023Q1: 3,000 shares; 2023Q2: 3,020 shares; 2023Q3: 3,000 shares; 2023Q4: not reported; 2024Q1: 3,000 shares 3,000 $18.9K <0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 294 shares; 2023Q1: 294 shares; 2023Q2: 294 shares; 2023Q3: 294 shares; 2023Q4: not reported; 2024Q1: 294 shares 294 $18.6K <0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 319 shares; 2023Q4: not reported; 2024Q1: 1,391 shares 1,391 $18.5K <0.01% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 89 shares; 2023Q1: 96 shares; 2023Q2: 96 shares; 2023Q3: 96 shares; 2023Q4: not reported; 2024Q1: 96 shares 96 $18.5K <0.01% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 66 shares; 2023Q1: 66 shares; 2023Q2: 66 shares; 2023Q3: 66 shares; 2023Q4: not reported; 2024Q1: 66 shares 66 $18.1K <0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 234 shares; 2023Q1: 234 shares; 2023Q2: 234 shares; 2023Q3: 389 shares; 2023Q4: not reported; 2024Q1: 465 shares 465 $18.1K <0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 140 shares; 2023Q2: 140 shares; 2023Q3: 150 shares; 2023Q4: not reported; 2024Q1: 150 shares 150 $17.6K <0.01% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,885 shares; 2023Q1: 17,892 shares; 2023Q2: 17,900 shares; 2023Q3: 17,908 shares; 2023Q4: not reported; 2024Q1: 916 shares 916 $17.6K <0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 480 shares; 2023Q4: not reported; 2024Q1: 300 shares 300 $17.6K <0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 127 shares; 2023Q1: 127 shares; 2023Q2: 127 shares; 2023Q3: 127 shares; 2023Q4: not reported; 2024Q1: 127 shares 127 $17.4K <0.01% new Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 109 shares; 2023Q1: 109 shares; 2023Q2: 109 shares; 2023Q3: 109 shares; 2023Q4: not reported; 2024Q1: 109 shares 109 $17.4K <0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 25 shares; 2023Q4: not reported; 2024Q1: 25 shares 25 $17.3K <0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 36 shares; 2023Q1: 36 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: not reported; 2024Q1: 61 shares 61 $17.2K <0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 777 shares; 2023Q1: 777 shares; 2023Q2: 400 shares; 2023Q3: 420 shares; 2023Q4: not reported; 2024Q1: 400 shares 400 $17.1K <0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 330 shares; 2023Q1: 352 shares; 2023Q2: 355 shares; 2023Q3: 358 shares; 2023Q4: not reported; 2024Q1: 294 shares 294 $17K <0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,075 shares; 2023Q2: 1,075 shares; 2023Q3: 1,075 shares; 2023Q4: not reported; 2024Q1: 1,075 shares 1,075 $16.9K <0.01% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 166 shares; 2023Q1: 166 shares; 2023Q2: 166 shares; 2023Q3: 166 shares; 2023Q4: not reported; 2024Q1: 166 shares 166 $16.8K <0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 48 shares; 2023Q3: 48 shares; 2023Q4: not reported; 2024Q1: 40 shares 40 $16.7K <0.01% new Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,372 shares; 2023Q4: not reported; 2024Q1: 405 shares 405 $16.3K <0.01% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 52 shares; 2023Q1: 52 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: not reported; 2024Q1: 30 shares 30 $15.7K <0.01% new Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 172 shares; 2023Q1: 172 shares; 2023Q2: 172 shares; 2023Q3: 172 shares; 2023Q4: not reported; 2024Q1: 172 shares 172 $15.4K <0.01% new Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 257 shares; 2023Q1: 167 shares; 2023Q2: 1,359 shares; 2023Q3: 1,359 shares; 2023Q4: not reported; 2024Q1: 1,302 shares 1,302 $15.3K <0.01% new IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 53 shares; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: not reported; 2024Q1: 51 shares 51 $15.3K <0.01% new Timeline NFE NEW FORTRESS ENERGY INC More: the full row for NEW FORTRESS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 500 shares 500 $15.3K <0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 125 shares; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: not reported; 2024Q1: 75 shares 75 $14.8K <0.01% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 418 shares; 2023Q1: 418 shares; 2023Q2: 305 shares; 2023Q3: 305 shares; 2023Q4: not reported; 2024Q1: 299 shares 299 $14.4K <0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 194 shares; 2023Q3: 194 shares; 2023Q4: not reported; 2024Q1: 194 shares 194 $14.2K <0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 496 shares; 2023Q2: 496 shares; 2023Q3: 496 shares; 2023Q4: not reported; 2024Q1: 496 shares 496 $14.1K <0.01% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 118 shares; 2023Q1: 118 shares; 2023Q2: 118 shares; 2023Q3: 118 shares; 2023Q4: not reported; 2024Q1: 118 shares 118 $14K <0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 160 shares; 2023Q1: 160 shares; 2023Q2: 160 shares; 2023Q3: 160 shares; 2023Q4: not reported; 2024Q1: 160 shares 160 $13.7K <0.01% new Timeline LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 462 shares; 2023Q4: not reported; 2024Q1: 462 shares 462 $13.7K <0.01% new INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13 shares; 2023Q1: 13 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: not reported; 2024Q1: 21 shares 21 $13.7K <0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,140 shares; 2023Q1: 1,009 shares; 2023Q2: 1,009 shares; 2023Q3: 1,061 shares; 2023Q4: not reported; 2024Q1: 142 shares 142 $13.6K <0.01% new Timeline WK KELLOGG CO WK KELLOGG CO More: the full row for WK KELLOGG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 720 shares 720 $13.5K <0.01% new GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,993 shares; 2023Q1: 393 shares; 2023Q2: 393 shares; 2023Q3: 401 shares; 2023Q4: not reported; 2024Q1: 409 shares 409 $13.5K <0.01% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 425 shares; 2023Q1: 425 shares; 2023Q2: 425 shares; 2023Q3: 425 shares; 2023Q4: not reported; 2024Q1: 425 shares 425 $13.4K <0.01% new Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 33 shares; 2023Q1: 33 shares; 2023Q2: 33 shares; 2023Q3: 33 shares; 2023Q4: not reported; 2024Q1: 33 shares 33 $13.3K <0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 58 shares; 2023Q1: 58 shares; 2023Q2: 34 shares; 2023Q3: 62 shares; 2023Q4: not reported; 2024Q1: 77 shares 77 $13K <0.01% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 54 shares; 2023Q1: 54 shares; 2023Q2: 54 shares; 2023Q3: 54 shares; 2023Q4: not reported; 2024Q1: 54 shares 54 $12.7K <0.01% new Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 230 shares; 2023Q1: 230 shares; 2023Q2: 311 shares; 2023Q3: 230 shares; 2023Q4: not reported; 2024Q1: 230 shares 230 $12.7K <0.01% new Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,822 shares; 2023Q1: 3,033 shares; 2023Q2: 2,257 shares; 2023Q3: 1,757 shares; 2023Q4: not reported; 2024Q1: 757 shares 757 $12.6K <0.01% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 80 shares; 2023Q1: 80 shares; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: not reported; 2024Q1: 42 shares 42 $12.4K <0.01% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 223 shares; 2023Q1: 223 shares; 2023Q2: 223 shares; 2023Q3: 223 shares; 2023Q4: not reported; 2024Q1: 223 shares 223 $12.1K <0.01% new Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 38 shares 38 $11.7K <0.01% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,351 shares; 2023Q1: 7,366 shares; 2023Q2: 1,695 shares; 2023Q3: 1,697 shares; 2023Q4: not reported; 2024Q1: 151 shares 151 $11.7K <0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 123 shares 123 $11.2K <0.01% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 91 shares; 2023Q1: 91 shares; 2023Q2: 43 shares; 2023Q3: 43 shares; 2023Q4: not reported; 2024Q1: 43 shares 43 $11.1K <0.01% new Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 213 shares; 2023Q1: 213 shares; 2023Q2: 213 shares; 2023Q3: 213 shares; 2023Q4: not reported; 2024Q1: 213 shares 213 $11.1K <0.01% new Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 76 shares; 2023Q1: 76 shares; 2023Q2: 76 shares; 2023Q3: 76 shares; 2023Q4: not reported; 2024Q1: 76 shares 76 $10.9K <0.01% new Timeline SPLV 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 136 shares; 2023Q1: 163 shares; 2023Q2: 163 shares; 2023Q3: 162 shares; 2023Q4: not reported; 2024Q1: 162 shares 162 $10.7K <0.01% new Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 211 shares; 2023Q1: 211 shares; 2023Q2: 186 shares; 2023Q3: 186 shares; 2023Q4: not reported; 2024Q1: 186 shares 186 $10.6K <0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 110 shares; 2023Q1: 110 shares; 2023Q2: 110 shares; 2023Q3: 110 shares; 2023Q4: not reported; 2024Q1: 110 shares 110 $10.4K <0.01% new Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: not reported; 2024Q1: 50 shares 50 $10.4K <0.01% new Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 123 shares; 2023Q1: 123 shares; 2023Q2: 123 shares; 2023Q3: 123 shares; 2023Q4: not reported; 2024Q1: 123 shares 123 $10.3K <0.01% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: not reported; 2024Q1: 100 shares 100 $10.3K <0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5 shares; 2023Q1: 5 shares; 2023Q2: 5 shares; 2023Q3: 5 shares; 2023Q4: not reported; 2024Q1: 70 shares 70 $10.1K <0.01% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 137 shares; 2023Q1: 137 shares; 2023Q2: 137 shares; 2023Q3: 137 shares; 2023Q4: not reported; 2024Q1: 137 shares 137 $10.1K <0.01% new Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 44 shares; 2023Q1: 44 shares; 2023Q2: 44 shares; 2023Q3: 44 shares; 2023Q4: not reported; 2024Q1: 44 shares 44 $9.95K <0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 163 shares; 2023Q1: 180 shares; 2023Q2: 163 shares; 2023Q3: 163 shares; 2023Q4: not reported; 2024Q1: 128 shares 128 $9.81K <0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 31 shares; 2023Q3: 31 shares; 2023Q4: not reported; 2024Q1: 31 shares 31 $9.65K <0.01% new Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 70 shares; 2023Q1: 70 shares; 2023Q2: 70 shares; 2023Q3: 70 shares; 2023Q4: not reported; 2024Q1: 70 shares 70 $9.53K <0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 332 shares; 2023Q1: 229 shares; 2023Q2: 229 shares; 2023Q3: 229 shares; 2023Q4: not reported; 2024Q1: 126 shares 126 $9.34K <0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 482 shares; 2023Q1: 241 shares; 2023Q2: 241 shares; 2023Q3: 336 shares; 2023Q4: not reported; 2024Q1: 241 shares 241 $9.31K <0.01% new Timeline WABC WESTAMERICA BANCORPORATION More: the full row for WESTAMERICA BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,870 shares; 2023Q1: 3,357 shares; 2023Q2: 641 shares; 2023Q3: 574 shares; 2023Q4: not reported; 2024Q1: 190 shares 190 $9.29K <0.01% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 400 shares; 2023Q1: 300 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: not reported; 2024Q1: 100 shares 100 $9.16K <0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 57 shares; 2023Q1: 57 shares; 2023Q2: 57 shares; 2023Q3: 57 shares; 2023Q4: not reported; 2024Q1: 57 shares 57 $9.11K <0.01% new Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 170 shares; 2023Q1: 170 shares; 2023Q2: 170 shares; 2023Q3: 170 shares; 2023Q4: not reported; 2024Q1: 170 shares 170 $9.07K <0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 79 shares; 2023Q1: 79 shares; 2023Q2: 79 shares; 2023Q3: 128 shares; 2023Q4: not reported; 2024Q1: 79 shares 79 $9.02K <0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 70 shares; 2023Q4: not reported; 2024Q1: 70 shares 70 $8.91K <0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 19 shares; 2023Q4: not reported; 2024Q1: 48 shares 48 $8.81K <0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 56 shares; 2023Q1: 56 shares; 2023Q2: 56 shares; 2023Q3: 56 shares; 2023Q4: not reported; 2024Q1: 56 shares 56 $8.76K <0.01% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 479 shares; 2023Q1: 484 shares; 2023Q2: 488 shares; 2023Q3: 493 shares; 2023Q4: not reported; 2024Q1: 451 shares 451 $8.69K <0.01% new Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 66 shares; 2023Q1: 66 shares; 2023Q2: 66 shares; 2023Q3: 66 shares; 2023Q4: not reported; 2024Q1: 66 shares 66 $8.61K <0.01% new Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 131 shares; 2023Q4: not reported; 2024Q1: 131 shares 131 $8.59K <0.01% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 182 shares; 2023Q1: 55 shares; 2023Q2: 55 shares; 2023Q3: 55 shares; 2023Q4: not reported; 2024Q1: 55 shares 55 $8.57K <0.01% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 240 shares; 2023Q2: 240 shares; 2023Q3: 240 shares; 2023Q4: not reported; 2024Q1: 240 shares 240 $8.53K <0.01% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 63 shares; 2023Q3: 63 shares; 2023Q4: not reported; 2024Q1: 63 shares 63 $8.51K <0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11 shares; 2023Q1: 11 shares; 2023Q2: 11 shares; 2023Q3: 11 shares; 2023Q4: not reported; 2024Q1: 11 shares 11 $8.39K <0.01% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 370 shares; 2023Q1: 824 shares; 2023Q2: not reported; 2023Q3: 140 shares; 2023Q4: not reported; 2024Q1: 40 shares 40 $8.33K <0.01% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 33 shares; 2023Q1: 28 shares; 2023Q2: 28 shares; 2023Q3: 28 shares; 2023Q4: not reported; 2024Q1: 28 shares 28 $8.14K <0.01% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: 1 shares; 2023Q2: 2 shares; 2023Q3: 1 shares; 2023Q4: not reported; 2024Q1: 1 shares 1 $8.1K <0.01% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 72 shares; 2023Q1: 72 shares; 2023Q2: 72 shares; 2023Q3: 72 shares; 2023Q4: not reported; 2024Q1: 72 shares 72 $7.8K <0.01% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 53 shares; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: not reported; 2024Q1: 53 shares 53 $7.79K <0.01% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 200 shares 200 $7.75K <0.01% new Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 420 shares 420 $7.67K <0.01% new Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 110 shares; 2023Q1: 110 shares; 2023Q2: 110 shares; 2023Q3: 110 shares; 2023Q4: not reported; 2024Q1: 110 shares 110 $7.56K <0.01% new Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 750 shares; 2023Q1: 750 shares; 2023Q2: 750 shares; 2023Q3: 750 shares; 2023Q4: not reported; 2024Q1: 750 shares 750 $7.5K <0.01% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,727 shares; 2023Q1: 2,390 shares; 2023Q2: 1,321 shares; 2023Q3: 389 shares; 2023Q4: not reported; 2024Q1: 92 shares 92 $7.37K <0.01% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 308 shares; 2023Q1: 308 shares; 2023Q2: 308 shares; 2023Q3: 508 shares; 2023Q4: not reported; 2024Q1: 172 shares 172 $7.35K <0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 650 shares; 2023Q1: 650 shares; 2023Q2: 650 shares; 2023Q3: 654 shares; 2023Q4: not reported; 2024Q1: 650 shares 650 $7.12K <0.01% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 31 shares; 2023Q1: 31 shares; 2023Q2: 31 shares; 2023Q3: 31 shares; 2023Q4: not reported; 2024Q1: 31 shares 31 $6.92K <0.01% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16 shares 16 $6.91K <0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 185 shares; 2023Q4: not reported; 2024Q1: 185 shares 185 $6.88K <0.01% new Timeline LIBERTY MEDIA CORP DEL COM … LIBERTY MEDIA CORP DEL COM LBTY S… More: the full row for LIBERTY MEDIA CORP DEL COM LBTY SRM S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 231 shares; 2023Q4: not reported; 2024Q1: 231 shares 231 $6.86K <0.01% new EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 185 shares 185 $6.86K <0.01% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 26 shares 26 $6.5K <0.01% new Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13 shares; 2023Q1: 13 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: not reported; 2024Q1: 13 shares 13 $6.46K <0.01% new Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: not reported; 2024Q1: 400 shares 400 $6.44K <0.01% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 119 shares; 2023Q1: 119 shares; 2023Q2: 119 shares; 2023Q3: 119 shares; 2023Q4: not reported; 2024Q1: 119 shares 119 $6.35K <0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 38 shares; 2023Q1: 38 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: not reported; 2024Q1: 38 shares 38 $6.2K <0.01% new Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 48 shares; 2023Q1: 48 shares; 2023Q2: 48 shares; 2023Q3: 48 shares; 2023Q4: not reported; 2024Q1: 48 shares 48 $6.17K <0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 66 shares; 2023Q1: 66 shares; 2023Q2: 66 shares; 2023Q3: 46 shares; 2023Q4: not reported; 2024Q1: 46 shares 46 $6.07K <0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,153 shares; 2023Q1: 1,153 shares; 2023Q2: 1,153 shares; 2023Q3: 1,213 shares; 2023Q4: not reported; 2024Q1: 199 shares 199 $6.01K <0.01% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 160 shares; 2023Q1: 160 shares; 2023Q2: 160 shares; 2023Q3: 160 shares; 2023Q4: not reported; 2024Q1: 160 shares 160 $5.88K <0.01% new Timeline BARNES GROUP INC BARNES GROUP INC More: the full row for BARNES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 158 shares; 2023Q1: 158 shares; 2023Q2: 158 shares; 2023Q3: 158 shares; 2023Q4: not reported; 2024Q1: 158 shares 158 $5.87K <0.01% new PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 45 shares; 2023Q1: 45 shares; 2023Q2: 45 shares; 2023Q3: 45 shares; 2023Q4: not reported; 2024Q1: 45 shares 45 $5.86K <0.01% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 60 shares; 2023Q1: 60 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: not reported; 2024Q1: 60 shares 60 $5.8K <0.01% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,398 shares; 2023Q1: 672 shares; 2023Q2: 672 shares; 2023Q3: 672 shares; 2023Q4: not reported; 2024Q1: 36 shares 36 $5.72K <0.01% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 63 shares; 2023Q1: 63 shares; 2023Q2: 63 shares; 2023Q3: 63 shares; 2023Q4: not reported; 2024Q1: 63 shares 63 $5.49K <0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 21 shares; 2023Q1: 21 shares; 2023Q2: 21 shares; 2023Q3: 21 shares; 2023Q4: not reported; 2024Q1: 21 shares 21 $5.47K <0.01% new Timeline QCLN 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 153 shares; 2023Q4: not reported; 2024Q1: 154 shares 154 $5.33K <0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: not reported; 2024Q1: 30 shares 30 $5.32K <0.01% new Timeline LLYVK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 119 shares 119 $5.21K <0.01% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 700 shares; 2023Q3: 700 shares; 2023Q4: not reported; 2024Q1: 100 shares 100 $5.2K <0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: not reported; 2024Q1: 20 shares 20 $5.17K <0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: not reported; 2024Q1: 46 shares 46 $5.08K <0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 30 shares; 2023Q4: not reported; 2024Q1: 30 shares 30 $5.06K <0.01% new Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 281 shares; 2023Q1: 110 shares; 2023Q2: 110 shares; 2023Q3: 110 shares; 2023Q4: not reported; 2024Q1: 110 shares 110 $4.99K <0.01% new Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 100 shares 100 $4.82K <0.01% new Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 49 shares; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: not reported; 2024Q1: 25 shares 25 $4.74K <0.01% new Timeline BIRK BIRKENSTOCK HOLDING PLC More: the full row for BIRKENSTOCK HOLDING PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 100 shares 100 $4.72K <0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 39 shares; 2023Q1: 78 shares; 2023Q2: 78 shares; 2023Q3: 78 shares; 2023Q4: not reported; 2024Q1: 78 shares 78 $4.62K <0.01% new Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17 shares; 2023Q1: 17 shares; 2023Q2: 17 shares; 2023Q3: 17 shares; 2023Q4: not reported; 2024Q1: 17 shares 17 $4.61K <0.01% new Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 78 shares; 2023Q1: 78 shares; 2023Q2: 78 shares; 2023Q3: 78 shares; 2023Q4: not reported; 2024Q1: 78 shares 78 $4.51K <0.01% new Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 125 shares; 2023Q1: 144 shares; 2023Q2: 146 shares; 2023Q3: 103 shares; 2023Q4: not reported; 2024Q1: 103 shares 103 $4.44K <0.01% new Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 70 shares; 2023Q1: 70 shares; 2023Q2: 70 shares; 2023Q3: 70 shares; 2023Q4: not reported; 2024Q1: 70 shares 70 $4.27K <0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 750 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 525 shares; 2023Q4: not reported; 2024Q1: 500 shares 500 $4.25K <0.01% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 74 shares; 2023Q1: 74 shares; 2023Q2: 74 shares; 2023Q3: 74 shares; 2023Q4: not reported; 2024Q1: 74 shares 74 $4.18K <0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: not reported; 2024Q1: 75 shares 75 $4.03K <0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 32 shares; 2023Q1: 32 shares; 2023Q2: 29 shares; 2023Q3: 29 shares; 2023Q4: not reported; 2024Q1: 29 shares 29 $4.03K <0.01% new Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 161 shares; 2023Q1: 66 shares; 2023Q2: 66 shares; 2023Q3: 66 shares; 2023Q4: not reported; 2024Q1: 66 shares 66 $3.94K <0.01% new Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 210 shares; 2023Q2: 210 shares; 2023Q3: 210 shares; 2023Q4: not reported; 2024Q1: 210 shares 210 $3.92K <0.01% new Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 63 shares; 2023Q1: 63 shares; 2023Q2: 63 shares; 2023Q3: 63 shares; 2023Q4: not reported; 2024Q1: 63 shares 63 $3.9K <0.01% new Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 65 shares; 2023Q4: not reported; 2024Q1: 65 shares 65 $3.82K <0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 39 shares; 2023Q4: not reported; 2024Q1: 39 shares 39 $3.78K <0.01% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 27 shares; 2023Q4: not reported; 2024Q1: 27 shares 27 $3.72K <0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 47 shares; 2023Q1: 47 shares; 2023Q2: 47 shares; 2023Q3: 47 shares; 2023Q4: not reported; 2024Q1: 47 shares 47 $3.69K <0.01% new Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 35 shares; 2023Q1: 35 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: not reported; 2024Q1: 35 shares 35 $3.67K <0.01% new Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: not reported; 2024Q1: 30 shares 30 $3.66K <0.01% new Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 195 shares; 2023Q1: 195 shares; 2023Q2: 195 shares; 2023Q3: 195 shares; 2023Q4: not reported; 2024Q1: 139 shares 139 $3.64K <0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10 shares 10 $3.55K <0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 39 shares; 2023Q4: not reported; 2024Q1: 39 shares 39 $3.41K <0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: not reported; 2024Q1: 46 shares 46 $3.38K <0.01% new Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: not reported; 2024Q1: 100 shares 100 $3.35K <0.01% new Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 427 shares; 2023Q1: 427 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 100 shares 100 $3.3K <0.01% new Timeline VISTA OUTDOOR INC VISTA OUTDOOR INC More: the full row for VISTA OUTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: not reported; 2024Q1: 100 shares 100 $3.28K <0.01% new LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 65 shares; 2023Q1: 65 shares; 2023Q2: 57 shares; 2023Q3: 57 shares; 2023Q4: not reported; 2024Q1: 57 shares 57 $3.26K <0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9 shares; 2023Q1: 9 shares; 2023Q2: 9 shares; 2023Q3: 9 shares; 2023Q4: not reported; 2024Q1: 9 shares 9 $3.12K <0.01% new Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,066 shares; 2023Q1: 239 shares; 2023Q2: 232 shares; 2023Q3: 168 shares; 2023Q4: not reported; 2024Q1: 165 shares 165 $3.11K <0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 163 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 180 shares; 2023Q4: not reported; 2024Q1: 52 shares 52 $2.99K <0.01% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 55 shares; 2023Q2: 128 shares; 2023Q3: 95 shares; 2023Q4: not reported; 2024Q1: 55 shares 55 $2.96K <0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 45 shares; 2023Q1: 45 shares; 2023Q2: 45 shares; 2023Q3: 45 shares; 2023Q4: not reported; 2024Q1: 45 shares 45 $2.94K <0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 49 shares; 2023Q4: not reported; 2024Q1: 49 shares 49 $2.93K <0.01% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 11 shares; 2023Q2: not reported; 2023Q3: 10 shares; 2023Q4: not reported; 2024Q1: 24 shares 24 $2.92K <0.01% new Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 111 shares 111 $2.85K <0.01% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 156 shares; 2023Q1: 156 shares; 2023Q2: 156 shares; 2023Q3: 156 shares; 2023Q4: not reported; 2024Q1: 156 shares 156 $2.8K <0.01% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23 shares; 2023Q1: 20 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: not reported; 2024Q1: 20 shares 20 $2.69K <0.01% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 32 shares; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 42 shares; 2023Q4: not reported; 2024Q1: 32 shares 32 $2.67K <0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 81 shares; 2023Q1: 81 shares; 2023Q2: not reported; 2023Q3: 10 shares; 2023Q4: not reported; 2024Q1: 10 shares 10 $2.65K <0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 16 shares; 2023Q4: not reported; 2024Q1: 16 shares 16 $2.59K <0.01% new Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 50 shares; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 36 shares; 2023Q4: not reported; 2024Q1: 36 shares 36 $2.56K <0.01% new Timeline LLYVA LIBERTY MEDIA CORP More: the full row for LIBERTY MEDIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 59 shares; 2023Q4: not reported; 2024Q1: 59 shares 59 $2.5K <0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15 shares; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: not reported; 2024Q1: 15 shares 15 $2.34K <0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18 shares; 2023Q1: 18 shares; 2023Q2: 18 shares; 2023Q3: 18 shares; 2023Q4: not reported; 2024Q1: 18 shares 18 $2.2K <0.01% new Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 30 shares; 2023Q4: not reported; 2024Q1: 40 shares 40 $2.15K <0.01% new Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 300 shares 300 $2.14K <0.01% new Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 45 shares; 2023Q1: 45 shares; 2023Q2: 53 shares; 2023Q3: 45 shares; 2023Q4: not reported; 2024Q1: 20 shares 20 $2.13K <0.01% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 615 shares 615 $2.12K <0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 20 shares; 2023Q4: not reported; 2024Q1: 20 shares 20 $2.11K <0.01% new Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 100 shares; 2023Q4: not reported; 2024Q1: 100 shares 100 $1.98K <0.01% new Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50 shares; 2023Q4: not reported; 2024Q1: 50 shares 50 $1.95K <0.01% new Timeline DMRC DIGIMARC CORP NEW More: the full row for DIGIMARC CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 71 shares; 2023Q1: 71 shares; 2023Q2: 71 shares; 2023Q3: 71 shares; 2023Q4: not reported; 2024Q1: 71 shares 71 $1.93K <0.01% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 47 shares; 2023Q1: not reported; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: not reported; 2024Q1: 10 shares 10 $1.92K <0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,960 shares; 2023Q1: 1,740 shares; 2023Q2: 990 shares; 2023Q3: 990 shares; 2023Q4: not reported; 2024Q1: 50 shares 50 $1.81K <0.01% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 46 shares; 2023Q4: not reported; 2024Q1: 46 shares 46 $1.76K <0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 178 shares; 2023Q2: not reported; 2023Q3: 21 shares; 2023Q4: not reported; 2024Q1: 22 shares 22 $1.74K <0.01% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14 shares; 2023Q1: 14 shares; 2023Q2: 14 shares; 2023Q3: 14 shares; 2023Q4: not reported; 2024Q1: 14 shares 14 $1.55K <0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1 shares; 2023Q4: not reported; 2024Q1: 1 shares 1 $1.51K <0.01% new Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 338 shares; 2023Q2: not reported; 2023Q3: 10 shares; 2023Q4: not reported; 2024Q1: 27 shares 27 $1.5K <0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,134 shares; 2023Q1: 1,212 shares; 2023Q2: 1,212 shares; 2023Q3: 1,212 shares; 2023Q4: not reported; 2024Q1: 78 shares 78 $1.38K <0.01% new Timeline ONLN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: not reported; 2024Q1: 35 shares 35 $1.38K <0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 31 shares; 2023Q4: not reported; 2024Q1: 32 shares 32 $1.2K <0.01% new Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 42 shares; 2023Q2: 0 shares; 2023Q3: 54 shares; 2023Q4: not reported; 2024Q1: 55 shares 55 $1.1K <0.01% new Timeline