SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,248 shares; 2023Q4: 164,847 shares; 2024Q1: 148,845 shares; 2024Q2: 150,030 shares; 2024Q3: 183,147 shares; 2024Q4: 184,927 shares 184,927 $108M 27.76% +1,780 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 233 shares; 2023Q4: 57,864 shares; 2024Q1: 85,792 shares; 2024Q2: 74,373 shares; 2024Q3: 132,883 shares; 2024Q4: 166,114 shares 166,114 $15.4M 3.93% +33,231 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 522,255 shares; 2023Q4: 105,421 shares; 2024Q1: 203,517 shares; 2024Q2: 197,380 shares; 2024Q3: 192,010 shares; 2024Q4: 165,187 shares 165,187 $15.1M 3.87% -26,823 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,000 shares; 2024Q2: 111,296 shares; 2024Q3: 201,092 shares; 2024Q4: 213,046 shares 213,046 $11.3M 2.89% +11,954 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 55,080 shares; 2023Q4: 102,646 shares; 2024Q1: 119,705 shares; 2024Q2: 127,847 shares; 2024Q3: 129,986 shares; 2024Q4: 148,098 shares 148,098 $10.2M 2.62% +18,112 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,372 shares; 2023Q4: 2,517 shares; 2024Q1: 951 shares; 2024Q2: 465 shares; 2024Q3: 264 shares; 2024Q4: 23,354 shares 23,354 $9.94M 2.55% +23,090 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,026 shares; 2023Q4: 32,166 shares; 2024Q1: 37,215 shares; 2024Q2: 39,553 shares; 2024Q3: 40,620 shares; 2024Q4: 45,979 shares 45,979 $9.68M 2.48% +5,359 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26,699 shares; 2023Q4: 72 shares; 2024Q1: 1 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 109,813 shares 109,813 $7.44M 1.9% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 792,808 shares; 2023Q4: 553,571 shares; 2024Q1: 354,344 shares; 2024Q2: 489,472 shares; 2024Q3: 236,208 shares; 2024Q4: 250,338 shares 250,338 $6.49M 1.66% +14,130 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,981 shares; 2023Q4: 20,599 shares; 2024Q1: 26,908 shares; 2024Q2: 1,377 shares; 2024Q3: 1,155 shares; 2024Q4: 74,749 shares 74,749 $6.4M 1.64% +73,594 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 133,583 shares; 2024Q3: 177,135 shares; 2024Q4: 123,415 shares 123,415 $6.2M 1.59% -53,720 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,703 shares; 2023Q4: 169,635 shares; 2024Q1: 214,992 shares; 2024Q2: 104,937 shares; 2024Q3: 107,736 shares; 2024Q4: 118,333 shares 118,333 $5.96M 1.53% +10,597 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,544 shares; 2023Q4: 18,194 shares; 2024Q1: 21,864 shares; 2024Q2: 21,177 shares; 2024Q3: 18,485 shares; 2024Q4: 23,714 shares 23,714 $5.94M 1.52% +5,229 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,467 shares; 2023Q4: 22,431 shares; 2024Q1: 28,061 shares; 2024Q2: 28,270 shares; 2024Q3: 29,911 shares; 2024Q4: 26,199 shares 26,199 $5.75M 1.47% -3,712 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 56,939 shares; 2023Q4: 64,293 shares; 2024Q1: 67,795 shares; 2024Q2: 71,274 shares; 2024Q3: 75,629 shares; 2024Q4: 66,373 shares 66,373 $5.05M 1.29% -9,256 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,862 shares; 2023Q4: 12,694 shares; 2024Q1: 11,340 shares; 2024Q2: 7,762 shares; 2024Q3: 23,439 shares; 2024Q4: 36,012 shares 36,012 $4.95M 1.27% +12,573 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,505 shares; 2023Q4: 7,833 shares; 2024Q1: 9,375 shares; 2024Q2: 10,699 shares; 2024Q3: 10,570 shares; 2024Q4: 10,701 shares 10,701 $4.51M 1.16% +131 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,239 shares; 2023Q4: not reported; 2024Q1: 0 shares; 2024Q2: 45 shares; 2024Q3: not reported; 2024Q4: 131,069 shares 131,069 $4.44M 1.14% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26,331 shares; 2023Q4: 20,779 shares; 2024Q1: 12,930 shares; 2024Q2: 62,290 shares; 2024Q3: 9,061 shares; 2024Q4: 7,942 shares 7,942 $4.06M 1.04% -1,119 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14 shares; 2023Q4: 52,303 shares; 2024Q1: 129,249 shares; 2024Q2: 595 shares; 2024Q3: 17,681 shares; 2024Q4: 22,442 shares 22,442 $3.93M 1.01% +4,761 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,628 shares; 2023Q4: 16,571 shares; 2024Q1: 21,156 shares; 2024Q2: 20,971 shares; 2024Q3: 22,781 shares; 2024Q4: 20,615 shares 20,615 $3.9M 1% -2,166 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,994 shares; 2023Q4: 6,315 shares; 2024Q1: 5,952 shares; 2024Q2: 6,891 shares; 2024Q3: 5,942 shares; 2024Q4: 6,136 shares 6,136 $3.59M 0.92% +194 Timeline PGHY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 279,980 shares; 2023Q4: 162,626 shares; 2024Q1: 153,428 shares; 2024Q2: 132,167 shares; 2024Q3: 158,318 shares; 2024Q4: 163,907 shares 163,907 $3.22M 0.82% +5,589 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,296 shares; 2023Q4: 6,275 shares; 2024Q1: 2,853 shares; 2024Q2: 3,013 shares; 2024Q3: 14,788 shares; 2024Q4: 19,144 shares 19,144 $3.21M 0.82% +4,356 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 131,585 shares; 2024Q2: 75,947 shares; 2024Q3: 92,427 shares; 2024Q4: 100,056 shares 100,056 $3.14M 0.81% +7,629 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 326 shares; 2023Q4: 446 shares; 2024Q1: 1,758 shares; 2024Q2: 25,237 shares; 2024Q3: 18,015 shares; 2024Q4: 22,353 shares 22,353 $3M 0.77% +4,338 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,141 shares; 2023Q4: 1,856 shares; 2024Q1: 1,955 shares; 2024Q2: 1,995 shares; 2024Q3: 2,422 shares; 2024Q4: 4,245 shares 4,245 $2.94M 0.75% +1,823 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,673 shares; 2023Q4: 4,892 shares; 2024Q1: 5,723 shares; 2024Q2: 6,071 shares; 2024Q3: 6,067 shares; 2024Q4: 7,654 shares 7,654 $2.82M 0.72% +1,587 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,625 shares; 2023Q4: 18,662 shares; 2024Q1: 29,170 shares; 2024Q2: 32,502 shares; 2024Q3: 42,388 shares; 2024Q4: 49,191 shares 49,191 $2.68M 0.69% +6,803 JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,187 shares; 2023Q4: 25,888 shares; 2024Q1: 35,775 shares; 2024Q2: 40,989 shares; 2024Q3: 38,812 shares; 2024Q4: 46,498 shares 46,498 $2.66M 0.68% +7,686 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 518 shares; 2023Q4: 163 shares; 2024Q1: 16 shares; 2024Q2: 15 shares; 2024Q3: 79,029 shares; 2024Q4: 31,181 shares 31,181 $2.56M 0.65% -47,848 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 359 shares; 2023Q4: 359 shares; 2024Q1: 359 shares; 2024Q2: 8,244 shares; 2024Q3: 8,244 shares; 2024Q4: 8,244 shares 8,244 $2.45M 0.63% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,266 shares; 2023Q4: 9,371 shares; 2024Q1: 10,594 shares; 2024Q2: 13,140 shares; 2024Q3: 10,648 shares; 2024Q4: 11,536 shares 11,536 $2.37M 0.61% +888 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36 shares; 2023Q4: 47 shares; 2024Q1: 671 shares; 2024Q2: 866 shares; 2024Q3: 11,439 shares; 2024Q4: 9,970 shares 9,970 $2.31M 0.59% -1,469 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 545 shares; 2023Q4: 757 shares; 2024Q1: 995 shares; 2024Q2: 1,281 shares; 2024Q3: 1,067 shares; 2024Q4: 1,322 shares 1,322 $2.25M 0.58% +255 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,190 shares; 2023Q4: 1,809 shares; 2024Q1: 3,428 shares; 2024Q2: 4,866 shares; 2024Q3: 3,938 shares; 2024Q4: 4,986 shares 4,986 $2.22M 0.57% +1,048 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 199 shares; 2023Q4: 271 shares; 2024Q1: 13,361 shares; 2024Q2: 9,358 shares; 2024Q3: 10,569 shares; 2024Q4: 18,116 shares 18,116 $2.19M 0.56% +7,547 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,146 shares; 2023Q4: 12,091 shares; 2024Q1: 14,830 shares; 2024Q2: 16,421 shares; 2024Q3: 15,727 shares; 2024Q4: 24,420 shares 24,420 $2.1M 0.54% +8,693 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 83,060 shares 83,060 $1.99M 0.51% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,510 shares; 2023Q4: 2,978 shares; 2024Q1: 3,965 shares; 2024Q2: 4,523 shares; 2024Q3: 4,242 shares; 2024Q4: 4,387 shares 4,387 $1.99M 0.51% +145 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 64 shares; 2024Q3: 7,804 shares; 2024Q4: 8,231 shares 8,231 $1.84M 0.47% +427 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,857 shares; 2023Q4: 7,889 shares; 2024Q1: 8,374 shares; 2024Q2: 9,396 shares; 2024Q3: 12,587 shares; 2024Q4: 12,508 shares 12,508 $1.81M 0.46% -79 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18,388 shares; 2023Q4: 17,069 shares; 2024Q1: 26,346 shares; 2024Q2: 21,524 shares; 2024Q3: 22,952 shares; 2024Q4: 23,515 shares 23,515 $1.69M 0.43% +563 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,099 shares; 2023Q4: 6,931 shares; 2024Q1: 9,320 shares; 2024Q2: 11,625 shares; 2024Q3: 11,681 shares; 2024Q4: 12,499 shares 12,499 $1.68M 0.43% +818 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,853 shares; 2023Q4: 4,178 shares; 2024Q1: 4,920 shares; 2024Q2: 5,331 shares; 2024Q3: 5,220 shares; 2024Q4: 9,050 shares 9,050 $1.65M 0.42% +3,830 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,863 shares; 2023Q4: 6,851 shares; 2024Q1: 8,517 shares; 2024Q2: 9,374 shares; 2024Q3: 10,829 shares; 2024Q4: 9,789 shares 9,789 $1.63M 0.42% -1,040 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,698 shares; 2023Q4: 1,751 shares; 2024Q1: 2,798 shares; 2024Q2: 3,289 shares; 2024Q3: 3,895 shares; 2024Q4: 3,815 shares 3,815 $1.62M 0.41% -80 Timeline HRTS TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 122,203 shares; 2024Q2: 149,607 shares; 2024Q3: 46,174 shares; 2024Q4: 55,816 shares 55,816 $1.61M 0.41% +9,642 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,694 shares; 2023Q4: 6,314 shares; 2024Q1: 3,957 shares; 2024Q2: 3,195 shares; 2024Q3: 2,658 shares; 2024Q4: 2,735 shares 2,735 $1.61M 0.41% +77 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,298 shares; 2023Q4: 2,392 shares; 2024Q1: 2,793 shares; 2024Q2: 2,979 shares; 2024Q3: 3,081 shares; 2024Q4: 3,009 shares 3,009 $1.58M 0.41% -72 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 140,225 shares; 2023Q4: 105,581 shares; 2024Q1: 100,653 shares; 2024Q2: 76,365 shares; 2024Q3: 83,198 shares; 2024Q4: 79,855 shares 79,855 $1.58M 0.41% -3,343 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,121 shares; 2023Q4: 3,515 shares; 2024Q1: 4,773 shares; 2024Q2: 4,044 shares; 2024Q3: 4,011 shares; 2024Q4: 4,607 shares 4,607 $1.58M 0.4% +596 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,845 shares; 2024Q4: 3,683 shares 3,683 $1.52M 0.39% +838 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,966 shares; 2023Q4: 1,739 shares; 2024Q1: 1,763 shares; 2024Q2: 1,722 shares; 2024Q3: 1,644 shares; 2024Q4: 1,633 shares 1,633 $1.5M 0.38% -11 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,967 shares; 2023Q4: 2,911 shares; 2024Q1: 3,421 shares; 2024Q2: 3,556 shares; 2024Q3: 2,819 shares; 2024Q4: 2,584 shares 2,584 $1.49M 0.38% -235 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 38,646 shares; 2023Q4: 31,746 shares; 2024Q1: 37,750 shares; 2024Q2: 34,615 shares; 2024Q3: 37,162 shares; 2024Q4: 31,888 shares 31,888 $1.44M 0.37% -5,274 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 27,062 shares; 2024Q2: 21,724 shares; 2024Q3: 13,335 shares; 2024Q4: 17,482 shares 17,482 $1.37M 0.35% +4,147 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,361 shares; 2023Q4: 4,318 shares; 2024Q1: 5,866 shares; 2024Q2: 6,674 shares; 2024Q3: 8,169 shares; 2024Q4: 8,721 shares 8,721 $1.33M 0.34% +552 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,258 shares; 2023Q4: 1,559 shares; 2024Q1: 3,650 shares; 2024Q2: 4,098 shares; 2024Q3: 5,215 shares; 2024Q4: 5,687 shares 5,687 $1.31M 0.33% +472 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: not reported; 2024Q3: 11,045 shares; 2024Q4: 12,709 shares 12,709 $1.29M 0.33% +1,664 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 465 shares; 2023Q4: 127 shares; 2024Q1: 97 shares; 2024Q2: 23,796 shares; 2024Q3: 23,796 shares; 2024Q4: 23,695 shares 23,695 $1.29M 0.33% -101 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,840 shares; 2023Q4: 2,331 shares; 2024Q1: 4,540 shares; 2024Q2: 5,309 shares; 2024Q3: 6,639 shares; 2024Q4: 7,357 shares 7,357 $1.25M 0.32% +718 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,150 shares; 2023Q4: 1,890 shares; 2024Q1: 2,403 shares; 2024Q2: 3,119 shares; 2024Q3: 3,327 shares; 2024Q4: 1,940 shares 1,940 $1.22M 0.31% -1,387 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 303 shares; 2023Q4: 387 shares; 2024Q1: 885 shares; 2024Q2: 1,247 shares; 2024Q3: 1,413 shares; 2024Q4: 1,568 shares 1,568 $1.21M 0.31% +155 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,515 shares; 2023Q4: 4,511 shares; 2024Q1: 4,873 shares; 2024Q2: 5,078 shares; 2024Q3: 5,009 shares; 2024Q4: 5,007 shares 5,007 $1.2M 0.31% -2 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 4,800 shares; 2024Q4: 4,940 shares 4,940 $1.2M 0.31% +140 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,868 shares; 2023Q4: 13,959 shares; 2024Q1: 19,238 shares; 2024Q2: 25,041 shares; 2024Q3: 30,541 shares; 2024Q4: 30,988 shares 30,988 $1.16M 0.3% +447 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,935 shares; 2023Q4: 1,844 shares; 2024Q1: 12,888 shares; 2024Q2: 14,722 shares; 2024Q3: 13,931 shares; 2024Q4: 18,350 shares 18,350 $1.14M 0.29% +4,419 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,477 shares 15,477 $1.12M 0.29% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 96 shares; 2023Q4: 14 shares; 2024Q1: 13,177 shares; 2024Q2: 11,548 shares; 2024Q3: 13,175 shares; 2024Q4: 16,420 shares 16,420 $1.08M 0.28% +3,245 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,493 shares; 2023Q4: 4,764 shares; 2024Q1: 4,815 shares; 2024Q2: 5,323 shares; 2024Q3: 5,856 shares; 2024Q4: 6,144 shares 6,144 $1.05M 0.27% +288 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,141 shares; 2023Q4: 9,748 shares; 2024Q1: 4,426 shares; 2024Q2: 6,016 shares; 2024Q3: 5,935 shares; 2024Q4: 8,320 shares 8,320 $1M 0.26% +2,385 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,403 shares; 2023Q4: 6,058 shares; 2024Q1: 8,990 shares; 2024Q2: 2,166 shares; 2024Q3: 2,129 shares; 2024Q4: 2,454 shares 2,454 $991K 0.25% +325 Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,421 shares; 2023Q4: 9,002 shares; 2024Q1: 10,097 shares; 2024Q2: 12,459 shares; 2024Q3: 13,640 shares; 2024Q4: 13,484 shares 13,484 $932K 0.24% -156 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,434 shares 11,434 $930K 0.24% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,101 shares; 2023Q4: 1,107 shares; 2024Q1: 5,075 shares; 2024Q2: 4,799 shares; 2024Q3: 4,902 shares; 2024Q4: 4,844 shares 4,844 $908K 0.23% -58 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 258 shares; 2023Q4: 208 shares; 2024Q1: 259 shares; 2024Q2: 199 shares; 2024Q3: 4,455 shares; 2024Q4: 4,554 shares 4,554 $899K 0.23% +99 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,361 shares 17,361 $884K 0.23% new Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 116,748 shares; 2024Q2: 243,675 shares; 2024Q3: 130,321 shares; 2024Q4: 32,085 shares 32,085 $870K 0.22% -98,236 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,914 shares; 2023Q4: 1,766 shares; 2024Q1: 1,784 shares; 2024Q2: 2,041 shares; 2024Q3: 2,016 shares; 2024Q4: 2,012 shares 2,012 $724K 0.19% -4 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,189 shares; 2023Q4: 1,125 shares; 2024Q1: 1,445 shares; 2024Q2: 1,467 shares; 2024Q3: 1,467 shares; 2024Q4: 1,467 shares 1,467 $689K 0.18% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,490 shares; 2023Q4: 2,255 shares; 2024Q1: 5,179 shares; 2024Q2: 7,866 shares; 2024Q3: 6,529 shares; 2024Q4: 6,146 shares 6,146 $624K 0.16% -383 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,157 shares; 2023Q4: 2,012 shares; 2024Q1: 1,516 shares; 2024Q2: 1,519 shares; 2024Q3: 1,823 shares; 2024Q4: 1,826 shares 1,826 $621K 0.16% +3 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,056 shares; 2024Q2: 1,281 shares; 2024Q3: 1,383 shares; 2024Q4: 1,434 shares 1,434 $609K 0.16% +51 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,733 shares; 2023Q4: 4,203 shares; 2024Q1: 3,554 shares; 2024Q2: 3,414 shares; 2024Q3: 3,128 shares; 2024Q4: 3,118 shares 3,118 $555K 0.14% -10 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,779 shares; 2024Q2: 12,331 shares; 2024Q3: 11,296 shares; 2024Q4: 10,578 shares 10,578 $542K 0.14% -718 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,006 shares; 2023Q4: 12,619 shares; 2024Q1: 7,662 shares; 2024Q2: 4,991 shares; 2024Q3: 8,909 shares; 2024Q4: 9,428 shares 9,428 $495K 0.13% +519 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 30,313 shares; 2024Q2: 23,656 shares; 2024Q3: 7,030 shares; 2024Q4: 6,666 shares 6,666 $493K 0.13% -364 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,780 shares; 2023Q4: 4,336 shares; 2024Q1: 3,833 shares; 2024Q2: 4,770 shares; 2024Q3: 4,740 shares; 2024Q4: 4,585 shares 4,585 $493K 0.13% -155 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,365 shares; 2023Q4: 4,675 shares; 2024Q1: 3,941 shares; 2024Q2: 5,534 shares; 2024Q3: 4,451 shares; 2024Q4: 5,070 shares 5,070 $491K 0.13% +619 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,347 shares; 2023Q4: 1,390 shares; 2024Q1: 1,340 shares; 2024Q2: 1,341 shares; 2024Q3: 1,530 shares; 2024Q4: 1,530 shares 1,530 $484K 0.12% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,499 shares; 2023Q4: 1,508 shares; 2024Q1: 1,508 shares; 2024Q2: 1,508 shares; 2024Q3: 1,508 shares; 2024Q4: 1,508 shares 1,508 $437K 0.11% 0 Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,606 shares; 2024Q2: 17,383 shares; 2024Q3: 16,021 shares; 2024Q4: 16,556 shares 16,556 $435K 0.11% +535 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,890 shares; 2023Q4: 1,584 shares; 2024Q1: 4,719 shares; 2024Q2: 4,602 shares; 2024Q3: 4,602 shares; 2024Q4: 4,602 shares 4,602 $416K 0.11% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,489 shares; 2023Q4: 3,650 shares; 2024Q1: 2,282 shares; 2024Q2: 2,289 shares; 2024Q3: 2,041 shares; 2024Q4: 1,765 shares 1,765 $415K 0.11% -276 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,639 shares; 2023Q4: 4,652 shares; 2024Q1: 3,574 shares; 2024Q2: 5,024 shares; 2024Q3: 5,034 shares; 2024Q4: 5,034 shares 5,034 $414K 0.11% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,295 shares; 2023Q4: 5,245 shares; 2024Q1: 4,912 shares; 2024Q2: 4,638 shares; 2024Q3: 4,336 shares; 2024Q4: 4,379 shares 4,379 $401K 0.1% +43 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 592 shares; 2023Q4: 582 shares; 2024Q1: 469 shares; 2024Q2: 363 shares; 2024Q3: 366 shares; 2024Q4: 384 shares 384 $342K 0.09% +18 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,159 shares; 2023Q4: 3,694 shares; 2024Q1: 3,985 shares; 2024Q2: 4,431 shares; 2024Q3: 526 shares; 2024Q4: 655 shares 655 $342K 0.09% +129 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,504 shares; 2023Q4: 1,399 shares; 2024Q1: 1,011 shares; 2024Q2: 1,251 shares; 2024Q3: 1,234 shares; 2024Q4: 1,400 shares 1,400 $339K 0.09% +166 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,326 shares; 2023Q4: 1,906 shares; 2024Q1: 1,902 shares; 2024Q2: 1,937 shares; 2024Q3: 1,954 shares; 2024Q4: 3,394 shares 3,394 $337K 0.09% +1,440 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,396 shares; 2023Q4: 4,554 shares; 2024Q1: 2,140 shares; 2024Q2: 2,987 shares; 2024Q3: 3,235 shares; 2024Q4: 8,271 shares 8,271 $335K 0.09% +5,036 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 328,552 shares; 2023Q4: 95,995 shares; 2024Q1: 16,210 shares; 2024Q2: 1,935 shares; 2024Q3: 4,235 shares; 2024Q4: 3,259 shares 3,259 $327K 0.08% -976 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 1,837 shares; 2024Q2: 1,742 shares; 2024Q3: 1,604 shares; 2024Q4: 1,625 shares 1,625 $310K 0.08% +21 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,837 shares; 2023Q4: 4,034 shares; 2024Q1: 3,214 shares; 2024Q2: 2,423 shares; 2024Q3: 2,424 shares; 2024Q4: 2,424 shares 2,424 $297K 0.08% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46 shares; 2023Q4: 60 shares; 2024Q1: 279 shares; 2024Q2: 266 shares; 2024Q3: 269 shares; 2024Q4: 269 shares 269 $285K 0.07% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,362 shares; 2023Q4: 2,819 shares; 2024Q1: 2,819 shares; 2024Q2: 2,819 shares; 2024Q3: 2,819 shares; 2024Q4: 2,819 shares 2,819 $280K 0.07% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 734 shares; 2023Q4: 534 shares; 2024Q1: 534 shares; 2024Q2: 482 shares; 2024Q3: 687 shares; 2024Q4: 720 shares 720 $280K 0.07% +33 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,744 shares; 2024Q2: 3,503 shares; 2024Q3: 4,956 shares; 2024Q4: 4,886 shares 4,886 $254K 0.07% -70 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,795 shares; 2023Q4: 4,345 shares; 2024Q1: 3,745 shares; 2024Q2: 3,745 shares; 2024Q3: 3,745 shares; 2024Q4: 3,745 shares 3,745 $250K 0.06% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 41,920 shares; 2023Q4: 17,916 shares; 2024Q1: 60,993 shares; 2024Q2: 32,792 shares; 2024Q3: 2,805 shares; 2024Q4: 2,842 shares 2,842 $248K 0.06% +37 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,324 shares; 2023Q4: 2,324 shares; 2024Q1: 1,974 shares; 2024Q2: 2,074 shares; 2024Q3: 2,074 shares; 2024Q4: 2,074 shares 2,074 $240K 0.06% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,314 shares; 2024Q1: 2,979 shares; 2024Q2: 2,911 shares; 2024Q3: 3,920 shares; 2024Q4: 4,116 shares 4,116 $228K 0.06% +196 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,184 shares; 2024Q2: 5,718 shares; 2024Q3: 5,251 shares; 2024Q4: 5,386 shares 5,386 $228K 0.06% +135 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 870 shares; 2023Q4: 821 shares; 2024Q1: 851 shares; 2024Q2: 821 shares; 2024Q3: 911 shares; 2024Q4: 947 shares 947 $227K 0.06% +36 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,870 shares; 2023Q4: 3,809 shares; 2024Q1: 4,026 shares; 2024Q2: 4,456 shares; 2024Q3: 3,835 shares; 2024Q4: 3,828 shares 3,828 $227K 0.06% -7 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 512 shares; 2023Q4: 512 shares; 2024Q1: 642 shares; 2024Q2: 1,034 shares; 2024Q3: 906 shares; 2024Q4: 925 shares 925 $215K 0.06% +19 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,719 shares; 2023Q4: 2,058 shares; 2024Q1: 1,874 shares; 2024Q2: 1,733 shares; 2024Q3: 1,439 shares; 2024Q4: 1,329 shares 1,329 $212K 0.05% -110 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,941 shares; 2023Q4: 16,321 shares; 2024Q1: 2,587 shares; 2024Q2: 2,726 shares; 2024Q3: 2,727 shares; 2024Q4: 2,728 shares 2,728 $206K 0.05% +1 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,232 shares; 2024Q3: 1,367 shares; 2024Q4: 3,772 shares 3,772 $199K 0.05% +2,405 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,200 shares; 2023Q4: 13,200 shares; 2024Q1: 13,200 shares; 2024Q2: 13,200 shares; 2024Q3: 13,200 shares; 2024Q4: 13,200 shares 13,200 $197K 0.05% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 961 shares; 2023Q4: 901 shares; 2024Q1: 925 shares; 2024Q2: 916 shares; 2024Q3: 764 shares; 2024Q4: 852 shares 852 $196K 0.05% +88 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,305 shares; 2023Q4: 15,305 shares; 2024Q1: 15,305 shares; 2024Q2: 15,305 shares; 2024Q3: 15,305 shares; 2024Q4: 15,305 shares 15,305 $193K 0.05% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,045 shares; 2023Q4: 9,798 shares; 2024Q1: 19,061 shares; 2024Q2: 19,571 shares; 2024Q3: 20,150 shares; 2024Q4: 19,410 shares 19,410 $192K 0.05% -740 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,531 shares; 2023Q4: 1,531 shares; 2024Q1: 1,531 shares; 2024Q2: 1,453 shares; 2024Q3: 1,353 shares; 2024Q4: 1,353 shares 1,353 $183K 0.05% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 334 shares; 2023Q4: 333 shares; 2024Q1: 1,603 shares; 2024Q2: 1,288 shares; 2024Q3: 1,715 shares; 2024Q4: 1,952 shares 1,952 $181K 0.05% +237 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,397 shares; 2023Q4: 1,397 shares; 2024Q1: 1,397 shares; 2024Q2: 1,397 shares; 2024Q3: 1,397 shares; 2024Q4: 1,397 shares 1,397 $173K 0.04% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 700 shares; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares 700 $166K 0.04% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 515 shares; 2023Q4: 732 shares; 2024Q1: 1,494 shares; 2024Q2: 1,138 shares; 2024Q3: 874 shares; 2024Q4: 868 shares 868 $165K 0.04% -6 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,626 shares; 2023Q4: 22,626 shares; 2024Q1: 22,854 shares; 2024Q2: 23,578 shares; 2024Q3: 23,706 shares; 2024Q4: 23,706 shares 23,706 $165K 0.04% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 886 shares; 2023Q4: 1,448 shares; 2024Q1: 1,517 shares; 2024Q2: 975 shares; 2024Q3: 1,085 shares; 2024Q4: 1,780 shares 1,780 $161K 0.04% +695 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 967 shares; 2024Q2: 1,344 shares; 2024Q3: 2,027 shares; 2024Q4: 1,721 shares 1,721 $159K 0.04% -306 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,745 shares; 2023Q4: 5,797 shares; 2024Q1: 6,002 shares; 2024Q2: 9,221 shares; 2024Q3: 8,012 shares; 2024Q4: 8,017 shares 8,017 $157K 0.04% +5 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,488 shares; 2024Q2: 3,411 shares; 2024Q3: 3,132 shares; 2024Q4: 3,197 shares 3,197 $154K 0.04% +65 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,430 shares; 2023Q4: 2,943 shares; 2024Q1: 2,855 shares; 2024Q2: 2,810 shares; 2024Q3: 4,118 shares; 2024Q4: 4,152 shares 4,152 $153K 0.04% +34 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 838 shares; 2024Q2: 1,144 shares; 2024Q3: 1,823 shares; 2024Q4: 1,409 shares 1,409 $153K 0.04% -414 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,962 shares; 2024Q2: 5,449 shares; 2024Q3: 4,966 shares; 2024Q4: 5,086 shares 5,086 $151K 0.04% +120 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 0 shares; 2024Q2: not reported; 2024Q3: 3,067 shares; 2024Q4: 3,154 shares 3,154 $151K 0.04% +87 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 911 shares; 2024Q2: 1,061 shares; 2024Q3: 845 shares; 2024Q4: 696 shares 696 $150K 0.04% -149 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,938 shares; 2023Q4: 5,940 shares; 2024Q1: 1,409 shares; 2024Q2: 1,076 shares; 2024Q3: 986 shares; 2024Q4: 999 shares 999 $144K 0.04% +13 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16 shares; 2023Q4: 16 shares; 2024Q1: 15 shares; 2024Q2: 8 shares; 2024Q3: not reported; 2024Q4: 696 shares 696 $144K 0.04% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,502 shares 2,502 $144K 0.04% new Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,222 shares; 2023Q4: 6,172 shares; 2024Q1: 7,354 shares; 2024Q2: 7,260 shares; 2024Q3: 4,819 shares; 2024Q4: 3,575 shares 3,575 $139K 0.04% -1,244 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 397 shares; 2023Q4: 397 shares; 2024Q1: 397 shares; 2024Q2: 397 shares; 2024Q3: 397 shares; 2024Q4: 397 shares 397 $138K 0.04% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,105 shares; 2024Q4: 1,611 shares 1,611 $137K 0.03% +506 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 246 shares; 2023Q4: 246 shares; 2024Q1: 246 shares; 2024Q2: 246 shares; 2024Q3: 553 shares; 2024Q4: 1,082 shares 1,082 $136K 0.03% +529 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,469 shares; 2023Q4: 2,123 shares; 2024Q1: 2,210 shares; 2024Q2: 2,153 shares; 2024Q3: 3,174 shares; 2024Q4: 3,633 shares 3,633 $136K 0.03% +459 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,125 shares; 2023Q4: 1,125 shares; 2024Q1: 1,125 shares; 2024Q2: 1,125 shares; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares 1,125 $135K 0.03% 0 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,597 shares; 2023Q4: 9,597 shares; 2024Q1: 9,597 shares; 2024Q2: 9,597 shares; 2024Q3: 9,597 shares; 2024Q4: 9,597 shares 9,597 $134K 0.03% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 179 shares; 2023Q4: 125 shares; 2024Q1: 121 shares; 2024Q2: 121 shares; 2024Q3: 161 shares; 2024Q4: 856 shares 856 $131K 0.03% +695 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 806 shares; 2023Q4: 693 shares; 2024Q1: 717 shares; 2024Q2: 706 shares; 2024Q3: 808 shares; 2024Q4: 1,137 shares 1,137 $130K 0.03% +329 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 94,836 shares; 2023Q4: 10,167 shares; 2024Q1: 11,756 shares; 2024Q2: 6,937 shares; 2024Q3: 6,180 shares; 2024Q4: 4,921 shares 4,921 $130K 0.03% -1,259 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,699 shares; 2023Q4: 7,048 shares; 2024Q1: 3,042 shares; 2024Q2: 4,893 shares; 2024Q3: 2,620 shares; 2024Q4: 2,479 shares 2,479 $129K 0.03% -141 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 143 shares; 2023Q4: 143 shares; 2024Q1: 119 shares; 2024Q2: 312 shares; 2024Q3: 562 shares; 2024Q4: 563 shares 563 $127K 0.03% +1 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,262 shares; 2023Q4: 1,090 shares; 2024Q1: 1,130 shares; 2024Q2: 1,112 shares; 2024Q3: 1,528 shares; 2024Q4: 1,751 shares 1,751 $127K 0.03% +223 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 711 shares; 2024Q3: 1,022 shares; 2024Q4: 1,187 shares 1,187 $126K 0.03% +165 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,286 shares; 2023Q4: 5,286 shares; 2024Q1: 5,485 shares; 2024Q2: 6,256 shares; 2024Q3: 6,141 shares; 2024Q4: 6,143 shares 6,143 $123K 0.03% +2 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,517 shares; 2023Q4: 21,466 shares; 2024Q1: 29,116 shares; 2024Q2: 32,740 shares; 2024Q3: 31,920 shares; 2024Q4: 2,493 shares 2,493 $123K 0.03% -29,427 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,198 shares; 2023Q4: 5,122 shares; 2024Q1: 6,268 shares; 2024Q2: 6,190 shares; 2024Q3: 4,012 shares; 2024Q4: 2,862 shares 2,862 $123K 0.03% -1,150 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,801 shares; 2023Q4: 5,477 shares; 2024Q1: 5,573 shares; 2024Q2: 5,561 shares; 2024Q3: 5,353 shares; 2024Q4: 4,491 shares 4,491 $122K 0.03% -862 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,795 shares; 2023Q4: 3,795 shares; 2024Q1: 3,795 shares; 2024Q2: 3,795 shares; 2024Q3: 3,795 shares; 2024Q4: 3,795 shares 3,795 $120K 0.03% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 465 shares; 2023Q4: 437 shares; 2024Q1: 437 shares; 2024Q2: 437 shares; 2024Q3: 437 shares; 2024Q4: 483 shares 483 $119K 0.03% +46 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 716 shares; 2023Q4: 618 shares; 2024Q1: 645 shares; 2024Q2: 633 shares; 2024Q3: 873 shares; 2024Q4: 996 shares 996 $119K 0.03% +123 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,488 shares; 2023Q4: 7,488 shares; 2024Q1: 6,488 shares; 2024Q2: 6,488 shares; 2024Q3: 6,488 shares; 2024Q4: 13,383 shares 13,383 $118K 0.03% +6,895 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,453 shares; 2023Q4: 1,453 shares; 2024Q1: 1,453 shares; 2024Q2: 1,878 shares; 2024Q3: 1,853 shares; 2024Q4: 1,853 shares 1,853 $115K 0.03% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,206 shares 1,206 $114K 0.03% new Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,436 shares; 2023Q4: 3,727 shares; 2024Q1: 2,296 shares; 2024Q2: 2,283 shares; 2024Q3: 1,864 shares; 2024Q4: 1,425 shares 1,425 $113K 0.03% -439 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 443 shares; 2023Q4: 482 shares; 2024Q1: 486 shares; 2024Q2: 432 shares; 2024Q3: 432 shares; 2024Q4: 432 shares 432 $113K 0.03% 0 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,960 shares 1,960 $111K 0.03% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,690 shares; 2023Q4: 1,490 shares; 2024Q1: 1,490 shares; 2024Q2: 1,490 shares; 2024Q3: 1,490 shares; 2024Q4: 1,490 shares 1,490 $110K 0.03% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 511 shares; 2023Q4: 415 shares; 2024Q1: 1,214 shares; 2024Q2: 1,175 shares; 2024Q3: 1,055 shares; 2024Q4: 984 shares 984 $110K 0.03% -71 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,788 shares; 2023Q4: 2,314 shares; 2024Q1: 2,318 shares; 2024Q2: 2,180 shares; 2024Q3: 1,942 shares; 2024Q4: 1,648 shares 1,648 $106K 0.03% -294 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,947 shares; 2023Q4: 4,365 shares; 2024Q1: 3,962 shares; 2024Q2: 5,117 shares; 2024Q3: 4,614 shares; 2024Q4: 4,614 shares 4,614 $105K 0.03% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,025 shares; 2023Q4: 990 shares; 2024Q1: 990 shares; 2024Q2: 990 shares; 2024Q3: 990 shares; 2024Q4: 990 shares 990 $105K 0.03% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 106 shares; 2023Q4: 58 shares; 2024Q1: 124 shares; 2024Q2: 260 shares; 2024Q3: 430 shares; 2024Q4: 633 shares 633 $104K 0.03% +203 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,939 shares; 2023Q4: 2,637 shares; 2024Q1: 1,977 shares; 2024Q2: 3,158 shares; 2024Q3: 2,600 shares; 2024Q4: 2,591 shares 2,591 $104K 0.03% -9 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26 shares; 2023Q4: 20 shares; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 28 shares; 2024Q4: 32 shares 32 $102K 0.03% +4 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 355 shares; 2023Q4: 355 shares; 2024Q1: 355 shares; 2024Q2: 655 shares; 2024Q3: 410 shares; 2024Q4: 410 shares 410 $102K 0.03% 0 Timeline BERRY GLOBAL GROUP INC BERRY GLOBAL GROUP INC More: the full row for BERRY GLOBAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,830 shares; 2023Q4: 2,398 shares; 2024Q1: 2,505 shares; 2024Q2: 1,173 shares; 2024Q3: 1,335 shares; 2024Q4: 1,530 shares 1,530 $98.9K 0.03% +195 HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,007 shares; 2023Q4: 10,007 shares; 2024Q1: 10,007 shares; 2024Q2: 10,007 shares; 2024Q3: 10,007 shares; 2024Q4: 10,007 shares 10,007 $98.2K 0.03% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 404 shares; 2024Q3: 520 shares; 2024Q4: 299 shares 299 $96.8K 0.02% -221 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,108 shares; 2023Q4: 5,722 shares; 2024Q1: 3,491 shares; 2024Q2: 3,525 shares; 2024Q3: 2,605 shares; 2024Q4: 2,099 shares 2,099 $95.2K 0.02% -506 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 755 shares; 2023Q4: 1,209 shares; 2024Q1: 1,070 shares; 2024Q2: 612 shares; 2024Q3: 1,857 shares; 2024Q4: 2,112 shares 2,112 $94.1K 0.02% +255 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,250 shares; 2023Q4: 4,250 shares; 2024Q1: 4,250 shares; 2024Q2: 4,275 shares; 2024Q3: 4,275 shares; 2024Q4: 4,275 shares 4,275 $93.6K 0.02% 0 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19,844 shares 19,844 $93.1K 0.02% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 451 shares; 2023Q4: 451 shares; 2024Q1: 451 shares; 2024Q2: 492 shares; 2024Q3: 492 shares; 2024Q4: 492 shares 492 $93K 0.02% 0 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 154 shares; 2023Q4: 853 shares; 2024Q1: 598 shares; 2024Q2: 835 shares; 2024Q3: 881 shares; 2024Q4: 2,223 shares 2,223 $91.8K 0.02% +1,342 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,671 shares; 2023Q4: 4,689 shares; 2024Q1: 2,923 shares; 2024Q2: 3,056 shares; 2024Q3: 2,246 shares; 2024Q4: 1,818 shares 1,818 $91.4K 0.02% -428 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,700 shares; 2023Q4: 9,700 shares; 2024Q1: 9,700 shares; 2024Q2: 9,700 shares; 2024Q3: 9,700 shares; 2024Q4: 9,700 shares 9,700 $90.3K 0.02% 0 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,062 shares; 2023Q4: 5,002 shares; 2024Q1: 6,255 shares; 2024Q2: 6,221 shares; 2024Q3: 4,023 shares; 2024Q4: 2,915 shares 2,915 $84.5K 0.02% -1,108 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,021 shares; 2023Q4: 769 shares; 2024Q1: 773 shares; 2024Q2: 838 shares; 2024Q3: 838 shares; 2024Q4: 790 shares 790 $84.2K 0.02% -48 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,012 shares; 2023Q4: 1,352 shares; 2024Q1: 642 shares; 2024Q2: 882 shares; 2024Q3: 967 shares; 2024Q4: 2,480 shares 2,480 $83.8K 0.02% +1,513 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,754 shares; 2023Q4: 1,751 shares; 2024Q1: 1,771 shares; 2024Q2: 1,689 shares; 2024Q3: 1,711 shares; 2024Q4: 1,682 shares 1,682 $83.6K 0.02% -29 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,127 shares; 2023Q4: 4,081 shares; 2024Q1: 5,068 shares; 2024Q2: 5,008 shares; 2024Q3: 3,247 shares; 2024Q4: 2,299 shares 2,299 $83.6K 0.02% -948 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 337 shares; 2023Q4: 341 shares; 2024Q1: 328 shares; 2024Q2: 330 shares; 2024Q3: 712 shares; 2024Q4: 1,900 shares 1,900 $83.5K 0.02% +1,188 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 415 shares; 2023Q4: 397 shares; 2024Q1: 397 shares; 2024Q2: 397 shares; 2024Q3: 397 shares; 2024Q4: 397 shares 397 $83.5K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23 shares; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: 16 shares; 2024Q3: 106 shares; 2024Q4: 197 shares 197 $82.5K 0.02% +91 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 919 shares; 2024Q4: 919 shares 919 $82K 0.02% 0 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,122 shares; 2023Q4: 2,122 shares; 2024Q1: 2,122 shares; 2024Q2: 1,842 shares; 2024Q3: 1,842 shares; 2024Q4: 1,842 shares 1,842 $82K 0.02% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 53,812 shares; 2023Q4: 31,489 shares; 2024Q1: 19,610 shares; 2024Q2: 70,217 shares; 2024Q3: 115,354 shares; 2024Q4: 706 shares 706 $81.5K 0.02% -114,648 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 163 shares; 2023Q4: 384 shares; 2024Q1: 1,882 shares; 2024Q2: 1,063 shares; 2024Q3: 886 shares; 2024Q4: 715 shares 715 $81.2K 0.02% -171 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 569 shares; 2023Q4: 759 shares; 2024Q1: 365 shares; 2024Q2: 507 shares; 2024Q3: 570 shares; 2024Q4: 1,458 shares 1,458 $81.2K 0.02% +888 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 355 shares; 2023Q4: 355 shares; 2024Q1: 458 shares; 2024Q2: 458 shares; 2024Q3: 459 shares; 2024Q4: 484 shares 484 $80.7K 0.02% +25 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 597 shares; 2023Q4: 597 shares; 2024Q1: 597 shares; 2024Q2: 597 shares; 2024Q3: 597 shares; 2024Q4: 597 shares 597 $80.1K 0.02% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,330 shares; 2023Q4: 2,656 shares; 2024Q1: 2,656 shares; 2024Q2: 2,656 shares; 2024Q3: 2,656 shares; 2024Q4: 2,656 shares 2,656 $80K 0.02% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,599 shares; 2023Q4: 2,600 shares; 2024Q1: 2,600 shares; 2024Q2: 2,587 shares; 2024Q3: 2,391 shares; 2024Q4: 2,091 shares 2,091 $79.6K 0.02% -300 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 994 shares; 2023Q4: 994 shares; 2024Q1: 994 shares; 2024Q2: 994 shares; 2024Q3: 994 shares; 2024Q4: 994 shares 994 $79.3K 0.02% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,020 shares; 2023Q4: 1,401 shares; 2024Q1: 634 shares; 2024Q2: 809 shares; 2024Q3: 937 shares; 2024Q4: 2,656 shares 2,656 $77.6K 0.02% +1,719 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 330 shares; 2023Q4: 330 shares; 2024Q1: 321 shares; 2024Q2: 321 shares; 2024Q3: 321 shares; 2024Q4: 321 shares 321 $77.3K 0.02% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 206 shares; 2023Q4: 181 shares; 2024Q1: 339 shares; 2024Q2: 334 shares; 2024Q3: 215 shares; 2024Q4: 212 shares 212 $76.8K 0.02% -3 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,268 shares; 2023Q4: 1,268 shares; 2024Q1: 1,268 shares; 2024Q2: 1,798 shares; 2024Q3: 1,268 shares; 2024Q4: 1,468 shares 1,468 $76.8K 0.02% +200 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,031 shares; 2023Q4: 2,031 shares; 2024Q1: 2,315 shares; 2024Q2: 2,316 shares; 2024Q3: 2,317 shares; 2024Q4: 2,318 shares 2,318 $74.8K 0.02% +1 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,364 shares; 2023Q4: 1,370 shares; 2024Q1: 1,325 shares; 2024Q2: 63 shares; 2024Q3: 63 shares; 2024Q4: 535 shares 535 $74.6K 0.02% +472 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 420 shares; 2024Q2: 440 shares; 2024Q3: 420 shares; 2024Q4: 420 shares 420 $72.4K 0.02% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 424 shares; 2024Q3: 425 shares; 2024Q4: 546 shares 546 $71.9K 0.02% +121 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,819 shares; 2023Q4: 10,819 shares; 2024Q1: 10,819 shares; 2024Q2: 12,519 shares; 2024Q3: 10,819 shares; 2024Q4: 10,819 shares 10,819 $71.7K 0.02% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 827 shares; 2023Q4: 942 shares; 2024Q1: 930 shares; 2024Q2: 893 shares; 2024Q3: 778 shares; 2024Q4: 641 shares 641 $70.7K 0.02% -137 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 78 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,424 shares 1,424 $70.5K 0.02% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 298 shares; 2023Q4: 298 shares; 2024Q1: 298 shares; 2024Q2: 298 shares; 2024Q3: 298 shares; 2024Q4: 298 shares 298 $69.9K 0.02% 0 Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,838 shares; 2023Q4: 1,816 shares; 2024Q1: 1,768 shares; 2024Q2: 1,768 shares; 2024Q3: 1,768 shares; 2024Q4: 1,768 shares 1,768 $69.8K 0.02% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22 shares; 2023Q4: 22 shares; 2024Q1: 22 shares; 2024Q2: 22 shares; 2024Q3: 121 shares; 2024Q4: 216 shares 216 $68.3K 0.02% +95 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,258 shares; 2023Q4: 4,263 shares; 2024Q1: 4,268 shares; 2024Q2: 4,089 shares; 2024Q3: 3,989 shares; 2024Q4: 3,989 shares 3,989 $68.1K 0.02% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,606 shares; 2023Q4: 2,875 shares; 2024Q1: 772 shares; 2024Q2: 787 shares; 2024Q3: 1,102 shares; 2024Q4: 772 shares 772 $67.9K 0.02% -330 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,651 shares; 2023Q4: 2,988 shares; 2024Q1: 3,528 shares; 2024Q2: 3,486 shares; 2024Q3: 3,491 shares; 2024Q4: 2,831 shares 2,831 $64.3K 0.02% -660 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,042 shares; 2023Q4: 1,042 shares; 2024Q1: 1,042 shares; 2024Q2: 1,067 shares; 2024Q3: 1,042 shares; 2024Q4: 1,004 shares 1,004 $64K 0.02% -38 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,327 shares; 2023Q4: 1,327 shares; 2024Q1: 1,327 shares; 2024Q2: 1,327 shares; 2024Q3: 1,327 shares; 2024Q4: 1,327 shares 1,327 $62.9K 0.02% 0 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $62.7K 0.02% 0 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,891 shares; 2023Q4: 2,860 shares; 2024Q1: 3,526 shares; 2024Q2: 3,499 shares; 2024Q3: 2,272 shares; 2024Q4: 1,586 shares 1,586 $61.9K 0.02% -686 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 814 shares; 2023Q4: 667 shares; 2024Q1: 673 shares; 2024Q2: 819 shares; 2024Q3: 1,002 shares; 2024Q4: 997 shares 997 $61K 0.02% -5 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,088 shares; 2023Q4: 766 shares; 2024Q1: 1,095 shares; 2024Q2: 790 shares; 2024Q3: 701 shares; 2024Q4: 679 shares 679 $60.5K 0.02% -22 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,656 shares; 2023Q4: 300 shares; 2024Q1: not reported; 2024Q2: 560 shares; 2024Q3: 500 shares; 2024Q4: 2,205 shares 2,205 $60.4K 0.02% +1,705 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,225 shares; 2023Q4: 2,467 shares; 2024Q1: 1,501 shares; 2024Q2: 1,630 shares; 2024Q3: 1,195 shares; 2024Q4: 1,005 shares 1,005 $58.3K 0.01% -190 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,683 shares; 2023Q4: 1,584 shares; 2024Q1: 1,436 shares; 2024Q2: 1,358 shares; 2024Q3: 1,253 shares; 2024Q4: 1,254 shares 1,254 $58K 0.01% +1 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 209 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $58K 0.01% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 192 shares; 2023Q4: 238 shares; 2024Q1: 149 shares; 2024Q2: 150 shares; 2024Q3: 151 shares; 2024Q4: 119 shares 119 $57.8K 0.01% -32 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 359 shares; 2023Q4: 323 shares; 2024Q1: 323 shares; 2024Q2: 323 shares; 2024Q3: 323 shares; 2024Q4: 323 shares 323 $57.2K 0.01% 0 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,759 shares; 2023Q4: 2,743 shares; 2024Q1: 3,366 shares; 2024Q2: 3,347 shares; 2024Q3: 2,145 shares; 2024Q4: 1,522 shares 1,522 $57.1K 0.01% -623 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,923 shares; 2023Q4: 1,923 shares; 2024Q1: 1,337 shares; 2024Q2: 1,507 shares; 2024Q3: 1,507 shares; 2024Q4: 1,507 shares 1,507 $56.6K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,759 shares; 2023Q4: 1,493 shares; 2024Q1: 825 shares; 2024Q2: 797 shares; 2024Q3: 902 shares; 2024Q4: 1,043 shares 1,043 $55.3K 0.01% +141 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,033 shares; 2023Q4: 3,663 shares; 2024Q1: 1,076 shares; 2024Q2: 1,076 shares; 2024Q3: 1,076 shares; 2024Q4: 1,076 shares 1,076 $55K 0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,562 shares; 2023Q4: 2,216 shares; 2024Q1: 1,481 shares; 2024Q2: 1,644 shares; 2024Q3: 1,194 shares; 2024Q4: 939 shares 939 $54.7K 0.01% -255 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 121 shares; 2023Q4: 578 shares; 2024Q1: 578 shares; 2024Q2: 578 shares; 2024Q3: 578 shares; 2024Q4: 578 shares 578 $54.4K 0.01% 0 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 845 shares; 2024Q1: 13,015 shares; 2024Q2: 3,923 shares; 2024Q3: 3,433 shares; 2024Q4: 2,318 shares 2,318 $54.1K 0.01% -1,115 MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,759 shares; 2023Q4: 1,759 shares; 2024Q1: 1,759 shares; 2024Q2: 1,759 shares; 2024Q3: 1,759 shares; 2024Q4: 1,759 shares 1,759 $54K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 579 shares; 2023Q4: 579 shares; 2024Q1: 579 shares; 2024Q2: 579 shares; 2024Q3: 497 shares; 2024Q4: 497 shares 497 $53.5K 0.01% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 2,000 shares; 2024Q2: 2,930 shares; 2024Q3: 2,930 shares; 2024Q4: 2,930 shares 2,930 $53.4K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8 shares; 2023Q4: 5 shares; 2024Q1: 636 shares; 2024Q2: 616 shares; 2024Q3: 690 shares; 2024Q4: 1,099 shares 1,099 $53.1K 0.01% +409 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 785 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $52.6K 0.01% 0 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 597 shares; 2023Q4: 621 shares; 2024Q1: 662 shares; 2024Q2: 641 shares; 2024Q3: 793 shares; 2024Q4: 802 shares 802 $51.8K 0.01% +9 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 521 shares 521 $51.6K 0.01% +514 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 845 shares 845 $51.1K 0.01% +645 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,999 shares; 2023Q4: 4,998 shares; 2024Q1: 715 shares; 2024Q2: 566 shares; 2024Q3: 416 shares; 2024Q4: 397 shares 397 $49.4K 0.01% -19 Timeline MAYT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,446 shares; 2023Q4: 1,446 shares; 2024Q1: 1,446 shares; 2024Q2: 1,446 shares; 2024Q3: 1,446 shares; 2024Q4: 1,446 shares 1,446 $48K 0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,425 shares; 2023Q4: 1,491 shares; 2024Q1: 514 shares; 2024Q2: 424 shares; 2024Q3: 423 shares; 2024Q4: 364 shares 364 $46.9K 0.01% -59 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,144 shares 4,144 $46.7K 0.01% new Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,300 shares; 2023Q4: 3,300 shares; 2024Q1: 3,300 shares; 2024Q2: 3,300 shares; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares 3,300 $46.6K 0.01% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,313 shares; 2023Q4: 3,313 shares; 2024Q1: 6,909 shares; 2024Q2: 1,650 shares; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares 1,650 $46.4K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 143 shares; 2024Q2: 143 shares; 2024Q3: 143 shares; 2024Q4: 143 shares 143 $46.1K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 892 shares; 2023Q4: 1,028 shares; 2024Q1: 928 shares; 2024Q2: 553 shares; 2024Q3: 608 shares; 2024Q4: 513 shares 513 $45.8K 0.01% -95 Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,000 shares; 2024Q3: not reported; 2024Q4: 4,064 shares 4,064 $45.4K 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 205 shares; 2023Q4: 205 shares; 2024Q1: 205 shares; 2024Q2: 205 shares; 2024Q3: 205 shares; 2024Q4: 205 shares 205 $45.2K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 425 shares 425 $45.2K 0.01% +25 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 719 shares; 2024Q1: 11,170 shares; 2024Q2: 3,438 shares; 2024Q3: 3,013 shares; 2024Q4: 1,970 shares 1,970 $44.9K 0.01% -1,043 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,433 shares; 2023Q4: 837 shares; 2024Q1: 837 shares; 2024Q2: 837 shares; 2024Q3: 837 shares; 2024Q4: 837 shares 837 $44.7K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 112 shares; 2024Q3: 112 shares; 2024Q4: 135 shares 135 $44.4K 0.01% +23 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 531 shares; 2023Q4: 531 shares; 2024Q1: 531 shares; 2024Q2: 781 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $44K 0.01% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 109 shares; 2023Q4: 1 shares; 2024Q1: not reported; 2024Q2: 210 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $44K 0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 57 shares; 2024Q3: 93 shares; 2024Q4: 98 shares 98 $43.8K 0.01% +5 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 645 shares; 2023Q4: 645 shares; 2024Q1: 807 shares; 2024Q2: 766 shares; 2024Q3: 617 shares; 2024Q4: 617 shares 617 $43.4K 0.01% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,181 shares; 2023Q4: 1,882 shares; 2024Q1: 851 shares; 2024Q2: 851 shares; 2024Q3: 851 shares; 2024Q4: 851 shares 851 $43.4K 0.01% 0 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares 3,000 $43.2K 0.01% 0 Timeline GLBE GLOBAL E ONLINE LTD More: the full row for GLOBAL E ONLINE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 289 shares; 2024Q4: 792 shares 792 $43.2K 0.01% +503 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,343 shares; 2023Q4: 1,953 shares; 2024Q1: 1,359 shares; 2024Q2: 1,466 shares; 2024Q3: 1,371 shares; 2024Q4: 1,377 shares 1,377 $43.2K 0.01% +6 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares 4,000 $43K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,299 shares; 2023Q4: 1,323 shares; 2024Q1: 468 shares; 2024Q2: 468 shares; 2024Q3: 468 shares; 2024Q4: 468 shares 468 $41.4K 0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 2,295 shares 2,295 $41.1K 0.01% -705 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,912 shares; 2023Q4: 2,314 shares; 2024Q1: 3,377 shares; 2024Q2: 1,890 shares; 2024Q3: 1,888 shares; 2024Q4: 1,747 shares 1,747 $40.1K 0.01% -141 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,420 shares 1,420 $39.3K 0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 296 shares; 2023Q4: 296 shares; 2024Q1: 296 shares; 2024Q2: 296 shares; 2024Q3: 296 shares; 2024Q4: 296 shares 296 $39.1K 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,358 shares; 2023Q4: 1,358 shares; 2024Q1: 1,346 shares; 2024Q2: 1,266 shares; 2024Q3: 1,242 shares; 2024Q4: 1,239 shares 1,239 $39K 0.01% -3 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 356 shares; 2023Q4: 745 shares; 2024Q1: 614 shares; 2024Q2: 313 shares; 2024Q3: 230 shares; 2024Q4: 244 shares 244 $38.6K 0.01% +14 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 390 shares; 2024Q1: 605 shares; 2024Q2: 685 shares; 2024Q3: 685 shares; 2024Q4: 685 shares 685 $38.6K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 644 shares; 2023Q4: 644 shares; 2024Q1: 644 shares; 2024Q2: 676 shares; 2024Q3: 644 shares; 2024Q4: 644 shares 644 $38.5K 0.01% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,417 shares; 2023Q4: 1,352 shares; 2024Q1: 1,134 shares; 2024Q2: 1,001 shares; 2024Q3: 997 shares; 2024Q4: 816 shares 816 $37.9K 0.01% -181 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 369 shares; 2023Q4: 369 shares; 2024Q1: 334 shares; 2024Q2: 334 shares; 2024Q3: 334 shares; 2024Q4: 334 shares 334 $37.8K 0.01% 0 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 865 shares; 2023Q4: 865 shares; 2024Q1: 865 shares; 2024Q2: 865 shares; 2024Q3: 865 shares; 2024Q4: 865 shares 865 $37.7K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 761 shares; 2023Q4: 648 shares; 2024Q1: 522 shares; 2024Q2: 409 shares; 2024Q3: 534 shares; 2024Q4: 412 shares 412 $37.6K 0.01% -122 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,727 shares; 2023Q4: 530 shares; 2024Q1: 530 shares; 2024Q2: 530 shares; 2024Q3: 530 shares; 2024Q4: 630 shares 630 $36.2K 0.01% +100 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 316 shares; 2023Q4: 578 shares; 2024Q1: 881 shares; 2024Q2: 746 shares; 2024Q3: 600 shares; 2024Q4: 600 shares 600 $36.2K 0.01% 0 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 2,400 shares 2,400 $35.2K 0.01% +2,000 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares 3,000 $35.1K 0.01% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 61 shares; 2024Q4: 172 shares 172 $34.7K 0.01% +111 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 839 shares; 2023Q4: 639 shares; 2024Q1: 639 shares; 2024Q2: 1,142 shares; 2024Q3: 639 shares; 2024Q4: 639 shares 639 $34.4K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,902 shares; 2023Q4: 909 shares; 2024Q1: 903 shares; 2024Q2: 880 shares; 2024Q3: 850 shares; 2024Q4: 848 shares 848 $33.7K 0.01% -2 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,703 shares; 2023Q4: 1,703 shares; 2024Q1: 1,951 shares; 2024Q2: 2,451 shares; 2024Q3: 1,951 shares; 2024Q4: 1,951 shares 1,951 $33.6K 0.01% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 139 shares; 2024Q1: 197 shares; 2024Q2: 139 shares; 2024Q3: 166 shares; 2024Q4: 177 shares 177 $32.9K 0.01% +11 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,388 shares; 2023Q4: 1,188 shares; 2024Q1: 687 shares; 2024Q2: 651 shares; 2024Q3: 387 shares; 2024Q4: 252 shares 252 $32.6K 0.01% -135 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 188 shares; 2023Q4: 188 shares; 2024Q1: 188 shares; 2024Q2: 188 shares; 2024Q3: 188 shares; 2024Q4: 188 shares 188 $32.6K 0.01% 0 GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,110 shares; 2023Q4: 2,110 shares; 2024Q1: 2,110 shares; 2024Q2: 2,110 shares; 2024Q3: 2,110 shares; 2024Q4: 2,110 shares 2,110 $32.2K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 266 shares; 2023Q4: 248 shares; 2024Q1: 248 shares; 2024Q2: 248 shares; 2024Q3: 248 shares; 2024Q4: 248 shares 248 $31.5K 0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 738 shares; 2023Q4: 15,909 shares; 2024Q1: 111,169 shares; 2024Q2: 585 shares; 2024Q3: 344 shares; 2024Q4: 554 shares 554 $31.5K 0.01% +210 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 39 shares; 2023Q4: 64 shares; 2024Q1: 68 shares; 2024Q2: 47 shares; 2024Q3: 55 shares; 2024Q4: 63 shares 63 $31.4K 0.01% +8 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,700 shares; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares 1,700 $31.2K 0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 360 shares; 2023Q4: 360 shares; 2024Q1: 360 shares; 2024Q2: 360 shares; 2024Q3: 360 shares; 2024Q4: 360 shares 360 $30.9K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: 28 shares; 2024Q3: 42 shares; 2024Q4: 49 shares 49 $30.9K 0.01% +7 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 190 shares; 2023Q4: 214 shares; 2024Q1: 157 shares; 2024Q2: 64 shares; 2024Q3: 74 shares; 2024Q4: 60 shares 60 $30.4K 0.01% -14 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1 shares; 2023Q4: not reported; 2024Q1: 8 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 500 shares 500 $30.1K 0.01% +100 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares 3,000 $29.3K 0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 77 shares; 2024Q3: 209 shares; 2024Q4: 235 shares 235 $29K 0.01% +26 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 374 shares; 2023Q4: 520 shares; 2024Q1: 249 shares; 2024Q2: 349 shares; 2024Q3: 392 shares; 2024Q4: 1,095 shares 1,095 $28.7K 0.01% +703 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 287 shares; 2023Q4: 287 shares; 2024Q1: 287 shares; 2024Q2: 287 shares; 2024Q3: 287 shares; 2024Q4: 287 shares 287 $28.5K 0.01% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,000 shares; 2024Q2: 1,200 shares; 2024Q3: 1,300 shares; 2024Q4: 1,405 shares 1,405 $27.9K 0.01% +105 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,400 shares; 2023Q4: 2,400 shares; 2024Q1: 2,400 shares; 2024Q2: 2,400 shares; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares 2,400 $27.6K 0.01% 0 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 550 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 399 shares; 2024Q3: 399 shares; 2024Q4: 399 shares 399 $27.4K 0.01% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 379 shares; 2023Q4: 533 shares; 2024Q1: 251 shares; 2024Q2: 355 shares; 2024Q3: 386 shares; 2024Q4: 1,084 shares 1,084 $27.4K 0.01% +698 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 280 shares; 2023Q4: 389 shares; 2024Q1: 186 shares; 2024Q2: 259 shares; 2024Q3: 282 shares; 2024Q4: 771 shares 771 $27.3K 0.01% +489 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40 shares; 2023Q4: 43 shares; 2024Q1: 42 shares; 2024Q2: 38 shares; 2024Q3: 69 shares; 2024Q4: 82 shares 82 $27.2K 0.01% +13 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 148,391 shares; 2023Q4: 15,393 shares; 2024Q1: 10,687 shares; 2024Q2: 4,424 shares; 2024Q3: 2,657 shares; 2024Q4: 359 shares 359 $27.2K 0.01% -2,298 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,757 shares; 2023Q4: 1,757 shares; 2024Q1: 1,757 shares; 2024Q2: 1,117 shares; 2024Q3: 1,117 shares; 2024Q4: 4,980 shares 4,980 $27K 0.01% +3,863 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,292 shares; 2023Q4: 95 shares; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: 55 shares; 2024Q4: 358 shares 358 $26.9K 0.01% +303 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 50,857 shares; 2024Q1: 32,812 shares; 2024Q2: 15,511 shares; 2024Q3: 9,317 shares; 2024Q4: 945 shares 945 $26.8K 0.01% -8,372 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 50 shares; 2023Q4: 70 shares; 2024Q1: 62 shares; 2024Q2: 64 shares; 2024Q3: 64 shares; 2024Q4: 66 shares 66 $26.7K 0.01% +2 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 61 shares; 2023Q4: 61 shares; 2024Q1: 57 shares; 2024Q2: 51 shares; 2024Q3: 51 shares; 2024Q4: 51 shares 51 $26.5K 0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 713 shares; 2023Q4: 704 shares; 2024Q1: 675 shares; 2024Q2: 929 shares; 2024Q3: 902 shares; 2024Q4: 793 shares 793 $26.5K 0.01% -109 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 360 shares; 2023Q4: 512 shares; 2024Q1: 231 shares; 2024Q2: 335 shares; 2024Q3: 399 shares; 2024Q4: 1,040 shares 1,040 $26.4K 0.01% +641 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 939 shares; 2024Q4: 939 shares 939 $26.3K 0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 797 shares; 2023Q4: 243 shares; 2024Q1: 21,309 shares; 2024Q2: 14 shares; 2024Q3: 12 shares; 2024Q4: 119 shares 119 $26.3K 0.01% +107 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 325 shares; 2023Q4: 221 shares; 2024Q1: 186 shares; 2024Q2: 152 shares; 2024Q3: 122 shares; 2024Q4: 147 shares 147 $26.1K 0.01% +25 Timeline CWCO CONSOLIDATED WATER CO INC More: the full row for CONSOLIDATED WATER CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $25.9K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 982 shares; 2023Q4: 914 shares; 2024Q1: 914 shares; 2024Q2: 889 shares; 2024Q3: 839 shares; 2024Q4: 839 shares 839 $25.8K 0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 940 shares; 2023Q4: 940 shares; 2024Q1: 940 shares; 2024Q2: 940 shares; 2024Q3: 940 shares; 2024Q4: 1,010 shares 1,010 $25.2K 0.01% +70 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18,524 shares; 2023Q4: 20,242 shares; 2024Q1: 1,187 shares; 2024Q2: 786 shares; 2024Q3: 234 shares; 2024Q4: 234 shares 234 $24.9K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 90 shares; 2024Q2: 68 shares; 2024Q3: 183 shares; 2024Q4: 183 shares 183 $24.6K 0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 3,000 shares 3,000 $24.5K 0.01% +2,000 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 50,824 shares; 2023Q4: 29,347 shares; 2024Q1: 18,376 shares; 2024Q2: 8,613 shares; 2024Q3: 5,210 shares; 2024Q4: 495 shares 495 $24.5K 0.01% -4,715 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,200 shares; 2023Q4: not reported; 2024Q1: 76 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 572 shares 572 $24.3K 0.01% +72 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,392 shares; 2023Q4: 923 shares; 2024Q1: 590 shares; 2024Q2: 673 shares; 2024Q3: 475 shares; 2024Q4: 427 shares 427 $23.7K 0.01% -48 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 550 shares 550 $23.6K 0.01% new Timeline AMRC AMERESCO INC More: the full row for AMERESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $23.5K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 114 shares; 2024Q2: 93 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $23.1K 0.01% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 134 shares; 2023Q4: 134 shares; 2024Q1: 534 shares; 2024Q2: 534 shares; 2024Q3: 291 shares; 2024Q4: 258 shares 258 $23.1K 0.01% -33 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 676 shares; 2023Q4: 676 shares; 2024Q1: 676 shares; 2024Q2: 296 shares; 2024Q3: 296 shares; 2024Q4: 296 shares 296 $22.9K 0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 683 shares; 2023Q4: 376 shares; 2024Q1: 376 shares; 2024Q2: 376 shares; 2024Q3: 376 shares; 2024Q4: 376 shares 376 $22.8K 0.01% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $22.8K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 341 shares; 2023Q4: 241 shares; 2024Q1: 241 shares; 2024Q2: 848 shares; 2024Q3: 342 shares; 2024Q4: 362 shares 362 $22.7K 0.01% +20 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 159 shares; 2023Q4: 102 shares; 2024Q1: 67 shares; 2024Q2: 67 shares; 2024Q3: 67 shares; 2024Q4: 67 shares 67 $22.4K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 743 shares; 2023Q4: 475 shares; 2024Q1: 325 shares; 2024Q2: 1,035 shares; 2024Q3: 535 shares; 2024Q4: 555 shares 555 $22.3K 0.01% +20 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 50 shares; 2023Q4: 13 shares; 2024Q1: 154 shares; 2024Q2: 160 shares; 2024Q3: 159 shares; 2024Q4: 262 shares 262 $22.2K 0.01% +103 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,703 shares; 2023Q4: 1,836 shares; 2024Q1: 1,082 shares; 2024Q2: 509 shares; 2024Q3: 307 shares; 2024Q4: 36 shares 36 $22.2K 0.01% -271 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 161 shares; 2023Q4: 282 shares; 2024Q1: 279 shares; 2024Q2: 178 shares; 2024Q3: 236 shares; 2024Q4: 237 shares 237 $22K 0.01% +1 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 28 shares; 2024Q2: 36 shares; 2024Q3: 31 shares; 2024Q4: 72 shares 72 $21.6K 0.01% +41 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 355 shares; 2023Q4: 355 shares; 2024Q1: 270 shares; 2024Q2: 181 shares; 2024Q3: 181 shares; 2024Q4: 165 shares 165 $21.6K 0.01% -16 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 102 shares; 2023Q4: 102 shares; 2024Q1: 104 shares; 2024Q2: 104 shares; 2024Q3: 639 shares; 2024Q4: 639 shares 639 $21.5K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 213 shares 213 $20.7K 0.01% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 493 shares 493 $20.6K 0.01% new Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 209 shares; 2023Q4: 210 shares; 2024Q1: 210 shares; 2024Q2: 211 shares; 2024Q3: 211 shares; 2024Q4: 212 shares 212 $20.6K 0.01% +1 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 103 shares; 2023Q4: 103 shares; 2024Q1: 103 shares; 2024Q2: 103 shares; 2024Q3: 77,896 shares; 2024Q4: 261 shares 261 $20.5K 0.01% -77,635 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,168 shares; 2023Q4: 722 shares; 2024Q1: 401 shares; 2024Q2: 404 shares; 2024Q3: 200 shares; 2024Q4: 161 shares 161 $20.4K 0.01% -39 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,750 shares; 2023Q4: 1,750 shares; 2024Q1: 3,750 shares; 2024Q2: 3,750 shares; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares 3,750 $20.2K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 160 shares; 2023Q4: 160 shares; 2024Q1: 160 shares; 2024Q2: 422 shares; 2024Q3: 169 shares; 2024Q4: 169 shares 169 $20K 0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 159 shares; 2024Q3: 358 shares; 2024Q4: 389 shares 389 $20K 0.01% +31 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 42 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 425 shares 425 $20K 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 43 shares; 2024Q3: 43 shares; 2024Q4: 43 shares 43 $19.9K 0.01% 0 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 289 shares; 2023Q4: 289 shares; 2024Q1: 289 shares; 2024Q2: 289 shares; 2024Q3: 308 shares; 2024Q4: 289 shares 289 $19.8K 0.01% -19 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 143 shares 143 $19.7K 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 278 shares; 2023Q4: 233 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $19.5K <0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2 shares; 2023Q4: 0 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 183 shares 183 $19.4K <0.01% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 890 shares; 2023Q4: 890 shares; 2024Q1: 890 shares; 2024Q2: 890 shares; 2024Q3: 890 shares; 2024Q4: 890 shares 890 $19.3K <0.01% 0 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 141 shares; 2023Q4: 300 shares; 2024Q1: 106,131 shares; 2024Q2: 58,370 shares; 2024Q3: 32,517 shares; 2024Q4: 479 shares 479 $19.3K <0.01% -32,038 Timeline RNAM AVIDITY BIOSCIENCES INC More: the full row for AVIDITY BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,421 shares; 2024Q2: 1,421 shares; 2024Q3: 1,754 shares; 2024Q4: 663 shares 663 $19.3K <0.01% -1,091 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares 2,000 $19.2K <0.01% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 9 shares 9 $19K <0.01% 0 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 383 shares; 2023Q4: 511 shares; 2024Q1: 499 shares; 2024Q2: 460 shares; 2024Q3: 460 shares; 2024Q4: 429 shares 429 $18.7K <0.01% -31 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 252 shares; 2023Q4: 253 shares; 2024Q1: 115 shares; 2024Q2: 115 shares; 2024Q3: 115 shares; 2024Q4: 146 shares 146 $18.4K <0.01% +31 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: not reported; 2024Q1: 134 shares; 2024Q2: 108 shares; 2024Q3: 108 shares; 2024Q4: 108 shares 108 $18.3K <0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 101 shares; 2023Q4: 101 shares; 2024Q1: 101 shares; 2024Q2: 101 shares; 2024Q3: 101 shares; 2024Q4: 111 shares 111 $18.2K <0.01% +10 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,500 shares 1,500 $18.1K <0.01% +500 Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 220 shares 220 $17.6K <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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 667 shares; 2023Q4: 712 shares; 2024Q1: 707 shares; 2024Q2: 656 shares; 2024Q3: 571 shares; 2024Q4: 518 shares 518 $17.5K <0.01% -53 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 88 shares; 2023Q4: 88 shares; 2024Q1: 88 shares; 2024Q2: 51 shares; 2024Q3: 51 shares; 2024Q4: 51 shares 51 $17.5K <0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,977 shares; 2024Q1: 1,977 shares; 2024Q2: 1,977 shares; 2024Q3: 2,174 shares; 2024Q4: 2,174 shares 2,174 $17.1K <0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 121 shares; 2023Q4: 121 shares; 2024Q1: 121 shares; 2024Q2: 55 shares; 2024Q3: 55 shares; 2024Q4: 105 shares 105 $17.1K <0.01% +50 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,194 shares 1,194 $16.8K <0.01% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 95 shares; 2023Q4: 95 shares; 2024Q1: 95 shares; 2024Q2: 95 shares; 2024Q3: 95 shares; 2024Q4: 95 shares 95 $16.7K <0.01% 0 Timeline PINE ALPINE INCOME PPTY TR INC More: the full row for ALPINE INCOME PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 941 shares; 2024Q2: 958 shares; 2024Q3: 973 shares; 2024Q4: 990 shares 990 $16.6K <0.01% +17 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 51 shares; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: 56 shares; 2024Q3: 29 shares; 2024Q4: 29 shares 29 $16.5K <0.01% 0 Timeline IBIC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 230 shares; 2024Q1: 3,608 shares; 2024Q2: 1,104 shares; 2024Q3: 981 shares; 2024Q4: 644 shares 644 $16.4K <0.01% -337 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 327 shares; 2023Q4: 135 shares; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 135 shares 135 $16.3K <0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $16.2K <0.01% 0 Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $15.8K <0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 411 shares; 2024Q4: 117 shares 117 $15.5K <0.01% -294 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 909 shares; 2023Q4: 599 shares; 2024Q1: 627 shares; 2024Q2: 615 shares; 2024Q3: 665 shares; 2024Q4: 359 shares 359 $15.3K <0.01% -306 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8 shares; 2023Q4: 6 shares; 2024Q1: 12 shares; 2024Q2: 17 shares; 2024Q3: 17 shares; 2024Q4: 13 shares 13 $14.8K <0.01% -4 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 797 shares; 2023Q4: 461 shares; 2024Q1: 153 shares; 2024Q2: 153 shares; 2024Q3: 153 shares; 2024Q4: 153 shares 153 $14.8K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,155 shares; 2023Q4: 904 shares; 2024Q1: 522 shares; 2024Q2: 431 shares; 2024Q3: 267 shares; 2024Q4: 163 shares 163 $14.5K <0.01% -104 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 312 shares; 2024Q2: 226 shares; 2024Q3: 176 shares; 2024Q4: 526 shares 526 $14.4K <0.01% +350 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10 shares; 2024Q3: not reported; 2024Q4: 25 shares 25 $14.3K <0.01% new Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,959 shares; 2023Q4: 695 shares; 2024Q1: 541 shares; 2024Q2: 541 shares; 2024Q3: 541 shares; 2024Q4: 541 shares 541 $14.2K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25 shares; 2024Q4: 80 shares 80 $14.1K <0.01% +55 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $13.8K <0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 150 shares 150 $13.6K <0.01% new Timeline VEREN INC VEREN INC More: the full row for VEREN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,036 shares; 2024Q3: 2,547 shares; 2024Q4: 2,635 shares 2,635 $13.5K <0.01% +88 SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 625 shares; 2024Q4: 546 shares 546 $13.5K <0.01% -79 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 129 shares; 2023Q4: 129 shares; 2024Q1: 163 shares; 2024Q2: 163 shares; 2024Q3: 163 shares; 2024Q4: 171 shares 171 $13.4K <0.01% +8 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 68 shares; 2023Q4: 68 shares; 2024Q1: 68 shares; 2024Q2: 68 shares; 2024Q3: 68 shares; 2024Q4: 68 shares 68 $13.4K <0.01% 0 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 666 shares; 2023Q4: 666 shares; 2024Q1: 666 shares; 2024Q2: 1,190 shares; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares 1,160 $13.4K <0.01% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 783 shares; 2023Q4: 783 shares; 2024Q1: 783 shares; 2024Q2: 783 shares; 2024Q3: 783 shares; 2024Q4: 783 shares 783 $13.3K <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 283 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares 175 $13.3K <0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 91 shares; 2023Q4: 86 shares; 2024Q1: 86 shares; 2024Q2: 86 shares; 2024Q3: 86 shares; 2024Q4: 173 shares 173 $13.1K <0.01% +87 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 92 shares; 2023Q4: 95 shares; 2024Q1: 98 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares 70 $13.1K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 221 shares; 2023Q4: 224 shares; 2024Q1: 226 shares; 2024Q2: 279 shares; 2024Q3: 231 shares; 2024Q4: 241 shares 241 $13.1K <0.01% +10 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 169 shares; 2023Q4: 162 shares; 2024Q1: 144 shares; 2024Q2: 144 shares; 2024Q3: 126 shares; 2024Q4: 126 shares 126 $13K <0.01% 0 Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $13K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 300 shares; 2023Q4: 306 shares; 2024Q1: 313 shares; 2024Q2: 320 shares; 2024Q3: 328 shares; 2024Q4: 335 shares 335 $12.9K <0.01% +7 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,983 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,251 shares; 2024Q3: 1,001 shares; 2024Q4: 1,001 shares 1,001 $12.9K <0.01% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 69 shares; 2023Q4: 69 shares; 2024Q1: 69 shares; 2024Q2: 69 shares; 2024Q3: 69 shares; 2024Q4: 69 shares 69 $12.8K <0.01% 0 Timeline QRMI GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 300 shares; 2024Q3: 730 shares; 2024Q4: 730 shares 730 $12.7K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 59 shares; 2024Q2: 46 shares; 2024Q3: 46 shares; 2024Q4: 46 shares 46 $12.7K <0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 163 shares; 2024Q1: 163 shares; 2024Q2: 130 shares; 2024Q3: 130 shares; 2024Q4: 125 shares 125 $12.4K <0.01% -5 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 300 shares; 2024Q3: 250 shares; 2024Q4: 175 shares 175 $12.3K <0.01% -75 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 300 shares; 2024Q4: 160 shares 160 $12.1K <0.01% -140 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares 10 $11.9K <0.01% 0 Timeline AMPLIFY ALTERNATIVE HARVEST… AMPLIFY ALTERNATIVE HARVEST ETF More: the full row for AMPLIFY ALTERNATIVE HARVEST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,023 shares; 2024Q2: 6,977 shares; 2024Q3: 5,769 shares; 2024Q4: 5,289 shares 5,289 $11.8K <0.01% -480 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 80 shares 80 $11.7K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 0 shares; 2024Q4: 87 shares 87 $11.6K <0.01% +87 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 208 shares; 2023Q4: 289 shares; 2024Q1: 139 shares; 2024Q2: 200 shares; 2024Q3: 216 shares; 2024Q4: 496 shares 496 $11.5K <0.01% +280 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: 40 shares 40 $11.4K <0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 178 shares; 2023Q4: 178 shares; 2024Q1: 163 shares; 2024Q2: 153 shares; 2024Q3: 153 shares; 2024Q4: 153 shares 153 $11.4K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 181 shares; 2023Q4: 165 shares; 2024Q1: 165 shares; 2024Q2: 165 shares; 2024Q3: 250 shares; 2024Q4: 165 shares 165 $11K <0.01% -85 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 614 shares; 2024Q4: 387 shares 387 $11K <0.01% -227 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 113 shares; 2023Q4: 113 shares; 2024Q1: 1,590 shares; 2024Q2: 1,114 shares; 2024Q3: 764 shares; 2024Q4: 260 shares 260 $10.8K <0.01% -504 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 273 shares; 2023Q4: 93 shares; 2024Q1: 84 shares; 2024Q2: 38 shares; 2024Q3: 38 shares; 2024Q4: 38 shares 38 $10.6K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 105 shares; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: 105 shares; 2024Q3: 105 shares; 2024Q4: 105 shares 105 $10.5K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 291 shares; 2023Q4: 108 shares; 2024Q1: 25 shares; 2024Q2: 72 shares; 2024Q3: 27 shares; 2024Q4: 137 shares 137 $10.4K <0.01% +110 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 800 shares 800 $10.4K <0.01% new Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 401 shares; 2024Q3: 401 shares; 2024Q4: 407 shares 407 $10.4K <0.01% +6 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $10.4K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 275 shares; 2023Q4: 275 shares; 2024Q1: 275 shares; 2024Q2: 275 shares; 2024Q3: 275 shares; 2024Q4: 275 shares 275 $10.4K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 632 shares; 2023Q4: 632 shares; 2024Q1: 632 shares; 2024Q2: 632 shares; 2024Q3: 632 shares; 2024Q4: 632 shares 632 $10.3K <0.01% 0 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $10.2K <0.01% 0 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares 1,500 $10.1K <0.01% 0 Timeline KSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 77,511 shares; 2024Q4: 394 shares 394 $10.1K <0.01% -77,117 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 67 shares; 2024Q3: 67 shares; 2024Q4: 67 shares 67 $9.95K <0.01% 0 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 235 shares; 2023Q4: 235 shares; 2024Q1: 235 shares; 2024Q2: 235 shares; 2024Q3: 235 shares; 2024Q4: 235 shares 235 $9.88K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 186 shares; 2023Q4: 186 shares; 2024Q1: 186 shares; 2024Q2: 186 shares; 2024Q3: 186 shares; 2024Q4: 186 shares 186 $9.78K <0.01% 0 Timeline PAY PAYMENTUS HOLDINGS INC More: the full row for PAYMENTUS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 953 shares; 2024Q3: 388 shares; 2024Q4: 299 shares 299 $9.77K <0.01% -89 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 161 shares; 2023Q4: 159 shares; 2024Q1: 154 shares; 2024Q2: 144 shares; 2024Q3: 144 shares; 2024Q4: 104 shares 104 $9.6K <0.01% -40 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 98 shares; 2023Q4: 98 shares; 2024Q1: 98 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 139 shares 139 $9.6K <0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 77 shares; 2024Q3: 200 shares; 2024Q4: 106 shares 106 $9.59K <0.01% -94 Timeline CTLP CANTALOUPE INC More: the full row for CANTALOUPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,000 shares 1,000 $9.51K <0.01% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 310 shares 310 $9.45K <0.01% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 52 shares; 2023Q4: 42 shares; 2024Q1: 85 shares; 2024Q2: 85 shares; 2024Q3: 85 shares; 2024Q4: 85 shares 85 $9.36K <0.01% 0 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 350 shares; 2023Q4: 355 shares; 2024Q1: 1,031 shares; 2024Q2: 357 shares; 2024Q3: 338 shares; 2024Q4: 340 shares 340 $9.27K <0.01% +2 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 122 shares; 2023Q4: 122 shares; 2024Q1: 122 shares; 2024Q2: 122 shares; 2024Q3: 122 shares; 2024Q4: 122 shares 122 $9.15K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 245 shares 245 $9.13K <0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 487 shares; 2023Q4: 71 shares; 2024Q1: 97 shares; 2024Q2: 255 shares; 2024Q3: 93 shares; 2024Q4: 93 shares 93 $9.01K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 276 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 43 shares; 2024Q4: 40 shares 40 $8.97K <0.01% -3 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 185 shares; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 88 shares; 2024Q3: 88 shares; 2024Q4: 84 shares 84 $8.86K <0.01% -4 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares 750 $8.82K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 76 shares; 2023Q4: 76 shares; 2024Q1: 76 shares; 2024Q2: 76 shares; 2024Q3: 147 shares; 2024Q4: 76 shares 76 $8.76K <0.01% -71 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,539 shares; 2023Q4: 13,801 shares; 2024Q1: 13,433 shares; 2024Q2: 16,933 shares; 2024Q3: 30,094 shares; 2024Q4: 330 shares 330 $8.69K <0.01% -29,764 Timeline GTE GRAN TIERRA ENERGY INC More: the full row for GRAN TIERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 525 shares; 2024Q4: 1,200 shares 1,200 $8.68K <0.01% +675 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 180 shares; 2024Q4: 180 shares 180 $8.67K <0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1 shares; 2024Q1: 210 shares; 2024Q2: 285 shares; 2024Q3: 231 shares; 2024Q4: 102 shares 102 $8.55K <0.01% -129 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 94 shares; 2023Q4: 94 shares; 2024Q1: 94 shares; 2024Q2: 94 shares; 2024Q3: 94 shares; 2024Q4: 94 shares 94 $8.31K <0.01% 0 Timeline XEVGX EATON VANCE SHORT DURATION D More: the full row for EATON VANCE SHORT DURATION D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares 750 $8.19K <0.01% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares 1 $8.18K <0.01% 0 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 66 shares; 2024Q4: 71 shares 71 $8.09K <0.01% +5 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1 shares; 2023Q4: 9 shares; 2024Q1: 2 shares; 2024Q2: 1 shares; 2024Q3: 21 shares; 2024Q4: 21 shares 21 $8.03K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 532 shares; 2023Q4: 383 shares; 2024Q1: 571 shares; 2024Q2: 604 shares; 2024Q3: 790 shares; 2024Q4: 215 shares 215 $8K <0.01% -575 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 65 shares; 2023Q4: 65 shares; 2024Q1: 96 shares; 2024Q2: 85 shares; 2024Q3: 86 shares; 2024Q4: 86 shares 86 $7.97K <0.01% 0 Timeline NREF NEXPOINT REAL ESTATE FIN INC More: the full row for NEXPOINT REAL ESTATE FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $7.84K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 870 shares; 2023Q4: 537 shares; 2024Q1: 588 shares; 2024Q2: 947 shares; 2024Q3: 147 shares; 2024Q4: 147 shares 147 $7.83K <0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 11 shares 11 $7.75K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 12 shares 12 $7.63K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 97 shares; 2023Q4: 97 shares; 2024Q1: 98 shares; 2024Q2: 21 shares; 2024Q3: 21 shares; 2024Q4: 21 shares 21 $7.39K <0.01% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 42 shares 42 $7.29K <0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7 shares 7 $7.18K <0.01% new Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares; 2024Q4: 73 shares 73 $7.14K <0.01% +72 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 15 shares 15 $7.11K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 53 shares; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: 53 shares; 2024Q3: 53 shares; 2024Q4: 53 shares 53 $6.74K <0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 33 shares; 2023Q4: 33 shares; 2024Q1: 33 shares; 2024Q2: 33 shares; 2024Q3: 33 shares; 2024Q4: 33 shares 33 $6.72K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 81 shares; 2024Q3: 81 shares; 2024Q4: 81 shares 81 $6.63K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,238 shares; 2023Q4: 366 shares; 2024Q1: 348 shares; 2024Q2: 595 shares; 2024Q3: 335 shares; 2024Q4: 147 shares 147 $6.59K <0.01% -188 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 170 shares; 2024Q4: 170 shares 170 $6.58K <0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,795 shares; 2023Q4: 277 shares; 2024Q1: 144 shares; 2024Q2: 131 shares; 2024Q3: 135 shares; 2024Q4: 287 shares 287 $6.52K <0.01% +152 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 114 shares 114 $6.49K <0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 51 shares; 2023Q4: 39 shares; 2024Q1: 31 shares; 2024Q2: 31 shares; 2024Q3: 31 shares; 2024Q4: 31 shares 31 $6.44K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 61 shares; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: 61 shares; 2024Q3: 61 shares; 2024Q4: 61 shares 61 $6.39K <0.01% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 104 shares; 2023Q4: 105 shares; 2024Q1: 106 shares; 2024Q2: 206 shares; 2024Q3: 107 shares; 2024Q4: 108 shares 108 $6.12K <0.01% +1 OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 500 shares 500 $6.11K <0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares 70 $6.03K <0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10 shares 10 $5.94K <0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 105 shares; 2023Q4: 106 shares; 2024Q1: 105 shares; 2024Q2: 105 shares; 2024Q3: 105 shares; 2024Q4: 105 shares 105 $5.94K <0.01% 0 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 160 shares 160 $5.87K <0.01% new Timeline PTL LTD PTL LTD More: the full row for PTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 560 shares 560 $5.85K <0.01% new BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,122 shares; 2023Q4: 128 shares; 2024Q1: 128 shares; 2024Q2: 128 shares; 2024Q3: 128 shares; 2024Q4: 197 shares 197 $5.82K <0.01% +69 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 192 shares; 2023Q4: 66 shares; 2024Q1: 366 shares; 2024Q2: 66 shares; 2024Q3: 66 shares; 2024Q4: 66 shares 66 $5.63K <0.01% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 59 shares; 2024Q2: 59 shares; 2024Q3: 56 shares; 2024Q4: 56 shares 56 $5.62K <0.01% 0 Timeline CMCO COLUMBUS MCKINNON CORP N Y More: the full row for COLUMBUS MCKINNON CORP N Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 150 shares 150 $5.59K <0.01% new Timeline