ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,115,022 shares; 2023Q1: 1,131,895 shares; 2023Q2: 1,137,489 shares; 2023Q3: 1,184,379 shares; 2023Q4: 1,271,232 shares; 2024Q1: 1,312,139 shares; 2024Q2: 1,426,915 shares 1,426,915 $169M 17.09% +114,776 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 236,576 shares; 2023Q1: 231,722 shares; 2023Q2: 233,738 shares; 2023Q3: 233,334 shares; 2023Q4: 225,064 shares; 2024Q1: 224,583 shares; 2024Q2: 223,435 shares 223,435 $122M 12.33% -1,148 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 21,423 shares; 2023Q3: 123,076 shares; 2023Q4: 268,953 shares; 2024Q1: 341,876 shares; 2024Q2: 397,699 shares 397,699 $85.3M 8.6% +55,823 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 238,726 shares; 2023Q1: 230,549 shares; 2023Q2: 230,219 shares; 2023Q3: 238,520 shares; 2023Q4: 243,996 shares; 2024Q1: 245,792 shares; 2024Q2: 246,155 shares 246,155 $76M 7.66% +363 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 766,783 shares; 2023Q1: 848,659 shares; 2023Q2: 860,335 shares; 2023Q3: 829,931 shares; 2023Q4: 801,863 shares; 2024Q1: 779,386 shares; 2024Q2: 751,772 shares 751,772 $61M 6.15% -27,614 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 39,776 shares; 2023Q3: 279,887 shares; 2023Q4: 637,052 shares; 2024Q1: 683,977 shares; 2024Q2: 771,512 shares 771,512 $57.7M 5.82% +87,535 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 63,365 shares; 2023Q1: 60,461 shares; 2023Q2: 59,659 shares; 2023Q3: 58,701 shares; 2023Q4: 57,770 shares; 2024Q1: 56,994 shares; 2024Q2: 56,202 shares 56,202 $30.6M 3.08% -792 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 103,906 shares; 2023Q1: 97,223 shares; 2023Q2: 119,683 shares; 2023Q3: 155,506 shares; 2023Q4: 188,479 shares; 2024Q1: 204,016 shares; 2024Q2: 217,789 shares 217,789 $29.2M 2.94% +13,773 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 318,962 shares; 2023Q1: 266,097 shares; 2023Q2: 307,816 shares; 2023Q3: 313,804 shares; 2023Q4: 289,808 shares; 2024Q1: 285,104 shares; 2024Q2: 279,860 shares 279,860 $26.3M 2.65% -5,244 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 33,266 shares; 2023Q1: 7,254 shares; 2023Q2: 16,173 shares; 2023Q3: 68,460 shares; 2023Q4: 169,860 shares; 2024Q1: 178,961 shares; 2024Q2: 195,098 shares 195,098 $23.6M 2.38% +16,137 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 78,126 shares; 2023Q4: 114,299 shares; 2024Q1: 124,260 shares; 2024Q2: 200,179 shares 200,179 $23.1M 2.33% +75,919 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 479,679 shares; 2023Q1: 429,737 shares; 2023Q2: 422,452 shares; 2023Q3: 383,481 shares; 2023Q4: 289,510 shares; 2024Q1: 285,135 shares; 2024Q2: 268,504 shares 268,504 $20.6M 2.07% -16,631 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 318,981 shares; 2023Q1: 173,071 shares; 2023Q2: 169,682 shares; 2023Q3: 159,866 shares; 2023Q4: 152,701 shares; 2024Q1: 152,560 shares; 2024Q2: 150,078 shares 150,078 $15.1M 1.53% -2,482 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 182,162 shares; 2023Q1: 216,068 shares; 2023Q2: 222,885 shares; 2023Q3: 182,684 shares; 2023Q4: 178,545 shares; 2024Q1: 165,709 shares; 2024Q2: 140,370 shares 140,370 $15M 1.51% -25,339 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 88,367 shares; 2023Q1: 86,432 shares; 2023Q2: 82,771 shares; 2023Q3: 82,706 shares; 2023Q4: 80,280 shares; 2024Q1: 77,030 shares; 2024Q2: 70,450 shares 70,450 $14.8M 1.5% -6,580 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 23,311 shares; 2023Q1: 29,473 shares; 2023Q2: 31,900 shares; 2023Q3: 45,018 shares; 2023Q4: 52,996 shares; 2024Q1: 55,028 shares; 2024Q2: 57,915 shares 57,915 $11.8M 1.19% +2,887 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 32,987 shares; 2023Q1: 33,565 shares; 2023Q2: 31,191 shares; 2023Q3: 31,802 shares; 2023Q4: 30,167 shares; 2024Q1: 28,458 shares; 2024Q2: 26,212 shares 26,212 $11.7M 1.18% -2,246 Timeline XLG 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; 2022Q3: restricted; 2022Q4: 41,095 shares; 2023Q1: 30,305 shares; 2023Q2: 29,283 shares; 2023Q3: 258,205 shares; 2023Q4: 249,690 shares; 2024Q1: 249,690 shares; 2024Q2: 252,855 shares 252,855 $11.6M 1.17% +3,165 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 76,657 shares; 2023Q1: 85,464 shares; 2023Q2: 72,780 shares; 2023Q3: 62,532 shares; 2023Q4: 47,426 shares; 2024Q1: 215,397 shares; 2024Q2: 197,638 shares 197,638 $11.6M 1.17% -17,759 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,180 shares; 2023Q1: 3,761 shares; 2023Q2: 7,864 shares; 2023Q3: 34,823 shares; 2023Q4: 69,595 shares; 2024Q1: 70,307 shares; 2024Q2: 78,429 shares 78,429 $8.65M 0.87% +8,122 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 51,510 shares; 2023Q1: 51,711 shares; 2023Q2: 50,722 shares; 2023Q3: 61,919 shares; 2023Q4: 48,500 shares; 2024Q1: 48,500 shares; 2024Q2: 46,901 shares 46,901 $8.18M 0.83% -1,599 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 147,536 shares; 2023Q1: 131,243 shares; 2023Q2: 128,535 shares; 2023Q3: 128,535 shares; 2023Q4: 128,153 shares; 2024Q1: 128,153 shares; 2024Q2: 124,885 shares 124,885 $7.85M 0.79% -3,268 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 13,358 shares; 2023Q1: 14,460 shares; 2023Q2: 14,258 shares; 2023Q3: not reported; 2023Q4: 95,503 shares; 2024Q1: 94,496 shares; 2024Q2: 94,439 shares 94,439 $6.86M 0.69% -57 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 40,490 shares; 2023Q1: 41,631 shares; 2023Q2: 38,962 shares; 2023Q3: 39,263 shares; 2023Q4: 40,884 shares; 2024Q1: 40,567 shares; 2024Q2: 36,012 shares 36,012 $6.61M 0.67% -4,555 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50,971 shares; 2023Q4: 81,059 shares; 2024Q1: 95,073 shares; 2024Q2: 109,264 shares 109,264 $6.34M 0.64% +14,191 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 20,233 shares; 2023Q1: 19,373 shares; 2023Q2: 16,443 shares; 2023Q3: 15,620 shares; 2023Q4: 12,188 shares; 2024Q1: 11,366 shares; 2024Q2: 11,125 shares 11,125 $5.95M 0.6% -241 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 13,729 shares; 2023Q1: 13,343 shares; 2023Q2: 14,616 shares; 2023Q3: 21,391 shares; 2023Q4: 14,363 shares; 2024Q1: 14,290 shares; 2024Q2: 13,861 shares 13,861 $5.05M 0.51% -429 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,167 shares; 2023Q1: 7,167 shares; 2023Q2: 7,167 shares; 2023Q3: 9,538 shares; 2023Q4: 9,503 shares; 2024Q1: 9,503 shares; 2024Q2: 9,513 shares 9,513 $4.76M 0.48% +10 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11,946 shares; 2023Q1: 11,642 shares; 2023Q2: 11,548 shares; 2023Q3: 12,153 shares; 2023Q4: 11,472 shares; 2024Q1: 11,464 shares; 2024Q2: 9,137 shares 9,137 $4.65M 0.47% -2,327 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 15,776 shares; 2023Q1: 15,638 shares; 2023Q2: 15,341 shares; 2023Q3: 15,558 shares; 2023Q4: 16,205 shares; 2024Q1: 15,970 shares; 2024Q2: 17,316 shares 17,316 $4.54M 0.46% +1,346 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; 2022Q3: restricted; 2022Q4: 87,604 shares; 2023Q1: 93,463 shares; 2023Q2: 93,849 shares; 2023Q3: 79,254 shares; 2023Q4: 80,619 shares; 2024Q1: 71,994 shares; 2024Q2: 49,112 shares 49,112 $4.03M 0.41% -22,882 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 10,087 shares; 2023Q1: 9,792 shares; 2023Q2: 9,521 shares; 2023Q3: 11,001 shares; 2023Q4: 12,011 shares; 2024Q1: 12,174 shares; 2024Q2: 18,330 shares 18,330 $3.54M 0.36% +6,156 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 17,602 shares; 2023Q1: 17,944 shares; 2023Q2: 17,687 shares; 2023Q3: 17,649 shares; 2023Q4: 17,589 shares; 2024Q1: 17,627 shares; 2024Q2: 17,337 shares 17,337 $3.51M 0.35% -290 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 31,947 shares; 2023Q1: 30,691 shares; 2023Q2: 28,810 shares; 2023Q3: 30,567 shares; 2023Q4: 28,878 shares; 2024Q1: 23,536 shares; 2024Q2: 16,916 shares 16,916 $3.08M 0.31% -6,620 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,659 shares; 2023Q1: 1,687 shares; 2023Q2: 1,586 shares; 2023Q3: 1,809 shares; 2023Q4: 1,863 shares; 2024Q1: 1,796 shares; 2024Q2: 24,601 shares 24,601 $3.04M 0.31% +22,805 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; 2022Q3: restricted; 2022Q4: 11,635 shares; 2023Q1: 13,023 shares; 2023Q2: 12,985 shares; 2023Q3: 13,344 shares; 2023Q4: 12,122 shares; 2024Q1: 11,453 shares; 2024Q2: 9,449 shares 9,449 $2.87M 0.29% -2,004 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,761 shares; 2023Q1: 5,431 shares; 2023Q2: 5,431 shares; 2023Q3: 5,425 shares; 2023Q4: 5,396 shares; 2024Q1: 5,452 shares; 2024Q2: 6,529 shares 6,529 $2.66M 0.27% +1,077 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 41,129 shares; 2023Q1: 40,957 shares; 2023Q2: 39,435 shares; 2023Q3: 39,566 shares; 2023Q4: 39,566 shares; 2024Q1: 39,566 shares; 2024Q2: 39,566 shares 39,566 $2.49M 0.25% 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; 2022Q3: restricted; 2022Q4: 9,481 shares; 2023Q1: 9,306 shares; 2023Q2: 8,885 shares; 2023Q3: 10,073 shares; 2023Q4: 9,482 shares; 2024Q1: 8,959 shares; 2024Q2: 6,452 shares 6,452 $2.22M 0.22% -2,507 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; 2022Q3: restricted; 2022Q4: 35,336 shares; 2023Q1: 31,512 shares; 2023Q2: 27,818 shares; 2023Q3: 21,260 shares; 2023Q4: 19,333 shares; 2024Q1: 19,333 shares; 2024Q2: 19,333 shares 19,333 $2.13M 0.21% 0 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 8,756 shares; 2023Q1: 8,756 shares; 2023Q2: 8,756 shares; 2023Q3: 8,756 shares; 2023Q4: 8,756 shares; 2024Q1: 8,756 shares; 2024Q2: 8,756 shares 8,756 $2.1M 0.21% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 8,557 shares; 2023Q1: 9,152 shares; 2023Q2: 8,354 shares; 2023Q3: 8,290 shares; 2023Q4: 7,361 shares; 2024Q1: 6,893 shares; 2024Q2: 8,102 shares 8,102 $1.93M 0.2% +1,209 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,791 shares; 2023Q1: 4,588 shares; 2023Q2: 4,695 shares; 2023Q3: 4,863 shares; 2023Q4: 4,550 shares; 2024Q1: 4,367 shares; 2024Q2: 2,794 shares 2,794 $1.84M 0.19% -1,573 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 66,664 shares; 2023Q1: 64,617 shares; 2023Q2: 62,917 shares; 2023Q3: 60,225 shares; 2023Q4: 59,799 shares; 2024Q1: 50,460 shares; 2024Q2: 45,285 shares 45,285 $1.8M 0.18% -5,175 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 10,795 shares; 2023Q1: 12,479 shares; 2023Q2: 12,477 shares; 2023Q3: 12,808 shares; 2023Q4: 12,032 shares; 2024Q1: 12,421 shares; 2024Q2: 8,236 shares 8,236 $1.74M 0.18% -4,185 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 10,382 shares; 2023Q1: 10,539 shares; 2023Q2: 10,504 shares; 2023Q3: 10,559 shares; 2023Q4: 9,395 shares; 2024Q1: 8,004 shares; 2024Q2: 5,081 shares 5,081 $1.73M 0.17% -2,923 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 24,114 shares; 2023Q1: 23,739 shares; 2023Q2: 23,081 shares; 2023Q3: 24,689 shares; 2023Q4: 23,026 shares; 2024Q1: 15,565 shares; 2024Q2: 10,395 shares 10,395 $1.71M 0.17% -5,170 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; 2022Q3: restricted; 2022Q4: 37,391 shares; 2023Q1: 37,391 shares; 2023Q2: 37,391 shares; 2023Q3: 41,114 shares; 2023Q4: 40,812 shares; 2024Q1: 41,291 shares; 2024Q2: 40,812 shares 40,812 $1.62M 0.16% -479 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,192 shares; 2023Q1: 3,934 shares; 2023Q2: 3,934 shares; 2023Q3: 5,434 shares; 2023Q4: 5,440 shares; 2024Q1: 5,440 shares; 2024Q2: 5,440 shares 5,440 $1.62M 0.16% 0 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; 2022Q3: restricted; 2022Q4: 14,051 shares; 2023Q1: 14,478 shares; 2023Q2: 13,993 shares; 2023Q3: 15,057 shares; 2023Q4: 13,993 shares; 2024Q1: 13,513 shares; 2024Q2: 9,093 shares 9,093 $1.5M 0.15% -4,420 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,306 shares; 2023Q1: 5,293 shares; 2023Q2: 5,013 shares; 2023Q3: 5,726 shares; 2023Q4: 5,180 shares; 2024Q1: 4,902 shares; 2024Q2: 3,397 shares 3,397 $1.5M 0.15% -1,505 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 19,878 shares; 2023Q1: 18,071 shares; 2023Q2: 17,086 shares; 2023Q3: 15,533 shares; 2023Q4: 14,140 shares; 2024Q1: 13,094 shares; 2024Q2: 9,931 shares 9,931 $1.45M 0.15% -3,163 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,794 shares; 2023Q1: 1,705 shares; 2023Q2: 1,516 shares; 2023Q3: 1,700 shares; 2023Q4: 1,770 shares; 2024Q1: 1,672 shares; 2024Q2: 2,724 shares 2,724 $1.37M 0.14% +1,052 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 30,264 shares; 2023Q1: 31,643 shares; 2023Q2: 30,959 shares; 2023Q3: 31,235 shares; 2023Q4: 29,959 shares; 2024Q1: 28,234 shares; 2024Q2: 17,520 shares 17,520 $1.36M 0.14% -10,714 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 15,637 shares; 2023Q2: 15,637 shares; 2023Q3: 13,495 shares; 2023Q4: 13,501 shares; 2024Q1: 14,083 shares; 2024Q2: 14,083 shares 14,083 $1.36M 0.14% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,233 shares; 2023Q1: 1,321 shares; 2023Q2: 1,233 shares; 2023Q3: 1,244 shares; 2023Q4: 1,188 shares; 2024Q1: 1,199 shares; 2024Q2: 1,403 shares 1,403 $1.27M 0.13% +204 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 28,066 shares; 2023Q1: 30,580 shares; 2023Q2: 42,359 shares; 2023Q3: 33,748 shares; 2023Q4: 33,748 shares; 2024Q1: 31,523 shares; 2024Q2: 29,779 shares 29,779 $1.24M 0.12% -1,744 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,721 shares; 2024Q2: 6,986 shares 6,986 $1.21M 0.12% +265 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 8,451 shares; 2023Q1: 9,310 shares; 2023Q2: 8,972 shares; 2023Q3: 10,497 shares; 2023Q4: 9,415 shares; 2024Q1: 9,228 shares; 2024Q2: 5,844 shares 5,844 $1.14M 0.11% -3,384 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,423 shares; 2023Q1: 7,483 shares; 2023Q2: 7,456 shares; 2023Q3: 8,479 shares; 2023Q4: 7,791 shares; 2024Q1: 7,749 shares; 2024Q2: 4,970 shares 4,970 $1.06M 0.11% -2,779 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,744 shares; 2023Q3: 2,363 shares; 2023Q4: 2,081 shares; 2024Q1: 1,902 shares; 2024Q2: 1,235 shares 1,235 $1.02M 0.1% -667 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 13,000 shares; 2023Q1: 15,000 shares; 2023Q2: not reported; 2023Q3: 4,000 shares; 2023Q4: 9,520 shares; 2024Q1: 12,000 shares; 2024Q2: 12,000 shares 12,000 $963K 0.1% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,150 shares; 2023Q1: 7,216 shares; 2023Q2: 7,181 shares; 2023Q3: 7,183 shares; 2023Q4: 6,470 shares; 2024Q1: 6,184 shares; 2024Q2: 4,579 shares 4,579 $902K 0.09% -1,605 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 21,635 shares; 2023Q1: 22,334 shares; 2023Q2: 22,066 shares; 2023Q3: 22,066 shares; 2023Q4: 22,066 shares; 2024Q1: 22,066 shares; 2024Q2: 21,179 shares 21,179 $895K 0.09% -887 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 14,936 shares; 2023Q1: 14,936 shares; 2023Q2: 14,936 shares; 2023Q3: 14,936 shares; 2023Q4: 14,936 shares; 2024Q1: 14,936 shares; 2024Q2: 14,936 shares 14,936 $879K 0.09% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,497 shares; 2023Q1: 4,497 shares; 2023Q2: 4,491 shares; 2023Q3: 5,147 shares; 2023Q4: 5,010 shares; 2024Q1: 5,099 shares; 2024Q2: 4,999 shares 4,999 $857K 0.09% -100 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 726 shares; 2024Q1: 718 shares; 2024Q2: 1,239 shares 1,239 $836K 0.08% +521 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 15,060 shares; 2023Q1: 15,463 shares; 2023Q2: 15,420 shares; 2023Q3: 15,417 shares; 2023Q4: 13,935 shares; 2024Q1: 12,650 shares; 2024Q2: 12,376 shares 12,376 $834K 0.08% -274 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 30,240 shares; 2023Q1: 30,240 shares; 2023Q2: 30,240 shares; 2023Q3: 33,220 shares; 2023Q4: 33,220 shares; 2024Q1: 52,911 shares; 2024Q2: 52,911 shares 52,911 $831K 0.08% 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; 2022Q3: restricted; 2022Q4: 919 shares; 2023Q1: 919 shares; 2023Q2: 919 shares; 2023Q3: 1,269 shares; 2023Q4: 1,269 shares; 2024Q1: 2,912 shares; 2024Q2: 2,951 shares 2,951 $752K 0.08% +39 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,654 shares; 2023Q1: 5,654 shares; 2023Q2: 5,654 shares; 2023Q3: 5,654 shares; 2023Q4: 5,654 shares; 2024Q1: 5,654 shares; 2024Q2: 5,654 shares 5,654 $745K 0.08% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,020 shares; 2024Q1: 6,020 shares; 2024Q2: 6,020 shares 6,020 $713K 0.07% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,349 shares; 2023Q1: 5,663 shares; 2023Q2: 5,653 shares; 2023Q3: 6,764 shares; 2023Q4: 5,976 shares; 2024Q1: 5,274 shares; 2024Q2: 2,890 shares 2,890 $701K 0.07% -2,384 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 8,980 shares; 2023Q1: 8,980 shares; 2023Q2: 8,980 shares; 2023Q3: 8,980 shares; 2023Q4: 8,980 shares; 2024Q1: 8,980 shares; 2024Q2: 8,980 shares 8,980 $699K 0.07% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,355 shares; 2023Q4: 1,327 shares; 2024Q1: 1,545 shares; 2024Q2: 2,222 shares 2,222 $697K 0.07% +677 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,007 shares; 2023Q1: 6,838 shares; 2023Q2: 6,838 shares; 2023Q3: 6,838 shares; 2023Q4: 6,838 shares; 2024Q1: 7,220 shares; 2024Q2: 6,620 shares 6,620 $688K 0.07% -600 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11,510 shares; 2023Q1: 11,510 shares; 2023Q2: 11,510 shares; 2023Q3: 9,131 shares; 2023Q4: 9,131 shares; 2024Q1: 9,131 shares; 2024Q2: 9,131 shares 9,131 $676K 0.07% 0 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; 2022Q3: restricted; 2022Q4: 1,648 shares; 2023Q1: 1,420 shares; 2023Q2: 1,199 shares; 2023Q3: 1,457 shares; 2023Q4: 1,457 shares; 2024Q1: 1,209 shares; 2024Q2: 1,517 shares 1,517 $675K 0.07% +308 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 20,513 shares; 2023Q1: 18,201 shares; 2023Q2: 17,201 shares; 2023Q3: 17,195 shares; 2023Q4: 14,825 shares; 2024Q1: 9,898 shares; 2024Q2: 8,920 shares 8,920 $672K 0.07% -978 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,170 shares 2,170 $648K 0.07% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 22,774 shares; 2023Q1: 23,042 shares; 2023Q2: 23,313 shares; 2023Q3: 23,571 shares; 2023Q4: 23,807 shares; 2024Q1: 24,039 shares; 2024Q2: 24,257 shares 24,257 $646K 0.07% +218 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; 2022Q3: restricted; 2022Q4: 3,765 shares; 2023Q1: 3,769 shares; 2023Q2: 3,773 shares; 2023Q3: 3,777 shares; 2023Q4: 3,780 shares; 2024Q1: 3,977 shares; 2024Q2: 3,772 shares 3,772 $620K 0.06% -205 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,657 shares; 2023Q1: 2,574 shares; 2023Q2: 2,534 shares; 2023Q3: 2,834 shares; 2023Q4: 2,746 shares; 2024Q1: 2,746 shares; 2024Q2: 2,606 shares 2,606 $618K 0.06% -140 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 14,420 shares; 2023Q1: 14,420 shares; 2023Q2: 14,420 shares; 2023Q3: 14,420 shares; 2023Q4: 14,420 shares; 2024Q1: 14,420 shares; 2024Q2: 14,420 shares 14,420 $614K 0.06% 0 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; 2022Q3: restricted; 2022Q4: 18,923 shares; 2023Q1: 18,923 shares; 2023Q2: 18,923 shares; 2023Q3: 21,123 shares; 2023Q4: 21,123 shares; 2024Q1: 21,123 shares; 2024Q2: 21,123 shares 21,123 $612K 0.06% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 19,894 shares; 2023Q1: 20,009 shares; 2023Q2: 19,979 shares; 2023Q3: 21,830 shares; 2023Q4: 19,664 shares; 2024Q1: 17,816 shares; 2024Q2: 7,919 shares 7,919 $597K 0.06% -9,897 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; 2022Q3: restricted; 2022Q4: 7,600 shares; 2023Q1: 7,600 shares; 2023Q2: 6,800 shares; 2023Q3: 6,800 shares; 2023Q4: 6,800 shares; 2024Q1: 6,800 shares; 2024Q2: 5,700 shares 5,700 $591K 0.06% -1,100 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 10,750 shares; 2023Q1: 10,750 shares; 2023Q2: 9,750 shares; 2023Q3: 9,750 shares; 2023Q4: 9,750 shares; 2024Q1: 9,750 shares; 2024Q2: 8,550 shares 8,550 $581K 0.06% -1,200 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,797 shares; 2024Q1: 1,797 shares; 2024Q2: 1,797 shares 1,797 $565K 0.06% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,043 shares; 2023Q1: 3,838 shares; 2023Q2: 3,838 shares; 2023Q3: 3,788 shares; 2023Q4: 3,788 shares; 2024Q1: 4,709 shares; 2024Q2: 4,841 shares 4,841 $557K 0.06% +132 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 32,000 shares; 2024Q2: 32,000 shares 32,000 $532K 0.05% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 18,199 shares; 2023Q4: 10,000 shares; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares 10,000 $531K 0.05% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 6,959 shares; 2023Q1: 6,959 shares; 2023Q2: 6,959 shares; 2023Q3: 6,959 shares; 2023Q4: 6,959 shares; 2024Q1: 5,355 shares; 2024Q2: 5,355 shares 5,355 $515K 0.05% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 970 shares; 2023Q3: 1,063 shares; 2023Q4: 1,007 shares; 2024Q1: 1,334 shares; 2024Q2: 2,002 shares 2,002 $515K 0.05% +668 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,921 shares; 2023Q1: 2,921 shares; 2023Q2: 2,921 shares; 2023Q3: 2,921 shares; 2023Q4: 2,921 shares; 2024Q1: 2,921 shares; 2024Q2: 3,446 shares 3,446 $514K 0.05% +525 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,914 shares; 2023Q4: 2,914 shares; 2024Q1: 2,914 shares; 2024Q2: 2,914 shares 2,914 $513K 0.05% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,970 shares; 2023Q1: 1,970 shares; 2023Q2: 1,970 shares; 2023Q3: 1,970 shares; 2023Q4: 1,970 shares; 2024Q1: 1,970 shares; 2024Q2: 2,004 shares 2,004 $501K 0.05% +34 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,523 shares; 2023Q1: 3,592 shares; 2023Q2: 3,681 shares; 2023Q3: 3,776 shares; 2023Q4: 3,314 shares; 2024Q1: 3,028 shares; 2024Q2: 1,689 shares 1,689 $455K 0.05% -1,339 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; 2022Q3: restricted; 2022Q4: 7,684 shares; 2023Q1: 7,338 shares; 2023Q2: 7,338 shares; 2023Q3: 7,564 shares; 2023Q4: 7,797 shares; 2024Q1: 6,997 shares; 2024Q2: 6,997 shares 6,997 $445K 0.04% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 257 shares; 2023Q3: not reported; 2023Q4: 248 shares; 2024Q1: 247 shares; 2024Q2: 489 shares 489 $441K 0.04% +242 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 950 shares; 2023Q4: 1,136 shares; 2024Q1: 1,136 shares; 2024Q2: 1,136 shares 1,136 $439K 0.04% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 14,994 shares; 2023Q1: 14,369 shares; 2023Q2: 10,903 shares; 2023Q3: 11,046 shares; 2023Q4: 13,046 shares; 2024Q1: 13,783 shares; 2024Q2: 13,959 shares 13,959 $432K 0.04% +176 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 356 shares; 2024Q2: 777 shares 777 $430K 0.04% +421 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,233 shares 1,233 $418K 0.04% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,604 shares; 2023Q1: 1,604 shares; 2023Q2: 1,604 shares; 2023Q3: 1,604 shares; 2023Q4: 1,604 shares; 2024Q1: 1,604 shares; 2024Q2: 1,604 shares 1,604 $400K 0.04% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,486 shares; 2023Q2: 2,109 shares; 2023Q3: 2,123 shares; 2023Q4: 1,916 shares; 2024Q1: 1,838 shares; 2024Q2: 1,966 shares 1,966 $389K 0.04% +128 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 353 shares; 2024Q1: not reported; 2024Q2: 693 shares 693 $385K 0.04% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 25,000 shares; 2023Q4: 25,000 shares; 2024Q1: 25,000 shares; 2024Q2: 25,000 shares 25,000 $384K 0.04% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 650 shares; 2023Q4: 650 shares; 2024Q1: 650 shares; 2024Q2: 650 shares 650 $380K 0.04% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,980 shares; 2023Q1: 5,980 shares; 2023Q2: 5,980 shares; 2023Q3: 5,980 shares; 2023Q4: 5,980 shares; 2024Q1: 5,980 shares; 2024Q2: 6,522 shares 6,522 $376K 0.04% +542 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,992 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,184 shares; 2024Q2: 3,709 shares 3,709 $372K 0.04% +1,525 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 357 shares 357 $365K 0.04% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,945 shares 4,945 $359K 0.04% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,960 shares; 2023Q4: 2,164 shares; 2024Q1: 1,477 shares; 2024Q2: 1,477 shares 1,477 $358K 0.04% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 10,608 shares; 2023Q1: 10,876 shares; 2023Q2: 10,895 shares; 2023Q3: 11,008 shares; 2023Q4: 10,945 shares; 2024Q1: 10,983 shares; 2024Q2: 5,927 shares 5,927 $356K 0.04% -5,056 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,356 shares; 2024Q2: 2,370 shares 2,370 $351K 0.04% +1,014 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,799 shares; 2024Q1: 1,774 shares; 2024Q2: 2,198 shares 2,198 $349K 0.04% +424 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,365 shares; 2023Q1: 7,168 shares; 2023Q2: 7,168 shares; 2023Q3: 10,074 shares; 2023Q4: 9,206 shares; 2024Q1: 9,206 shares; 2024Q2: 7,306 shares 7,306 $347K 0.04% -1,900 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,529 shares; 2024Q2: 1,529 shares 1,529 $346K 0.03% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,682 shares; 2023Q1: 1,682 shares; 2023Q2: 1,625 shares; 2023Q3: 1,834 shares; 2023Q4: 1,834 shares; 2024Q1: 5,502 shares; 2024Q2: 5,074 shares 5,074 $344K 0.03% -428 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,883 shares; 2023Q4: 2,731 shares; 2024Q1: 2,731 shares; 2024Q2: 2,731 shares 2,731 $338K 0.03% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 750 shares 750 $334K 0.03% new Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11,900 shares; 2023Q1: 11,900 shares; 2023Q2: 11,900 shares; 2023Q3: 17,050 shares; 2023Q4: 17,050 shares; 2024Q1: 17,050 shares; 2024Q2: 14,918 shares 14,918 $321K 0.03% -2,132 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,477 shares 4,477 $317K 0.03% new 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; 2022Q3: restricted; 2022Q4: 5,389 shares; 2023Q1: not reported; 2023Q2: 5,284 shares; 2023Q3: 7,091 shares; 2023Q4: 4,867 shares; 2024Q1: 5,154 shares; 2024Q2: 5,154 shares 5,154 $306K 0.03% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 265 shares; 2024Q2: 394 shares 394 $298K 0.03% +129 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 197 shares; 2024Q1: 197 shares; 2024Q2: 184 shares 184 $295K 0.03% -13 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,278 shares; 2023Q4: 2,050 shares; 2024Q1: 2,050 shares; 2024Q2: 2,050 shares 2,050 $289K 0.03% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,042 shares; 2023Q1: 1,042 shares; 2023Q2: 1,042 shares; 2023Q3: 1,042 shares; 2023Q4: 1,042 shares; 2024Q1: 1,042 shares; 2024Q2: 918 shares 918 $287K 0.03% -124 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 10,405 shares; 2023Q1: 10,405 shares; 2023Q2: 9,225 shares; 2023Q3: 9,225 shares; 2023Q4: 7,645 shares; 2024Q1: 3,645 shares; 2024Q2: 3,412 shares 3,412 $286K 0.03% -233 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 343 shares; 2024Q1: 318 shares; 2024Q2: 361 shares 361 $284K 0.03% +43 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,337 shares 7,337 $282K 0.03% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,052 shares 3,052 $272K 0.03% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,564 shares 1,564 $272K 0.03% new 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; 2022Q3: restricted; 2022Q4: 950 shares; 2023Q1: 950 shares; 2023Q2: 950 shares; 2023Q3: 950 shares; 2023Q4: 950 shares; 2024Q1: 950 shares; 2024Q2: 950 shares 950 $262K 0.03% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11,876 shares; 2023Q1: 11,056 shares; 2023Q2: 6,021 shares; 2023Q3: 4,757 shares; 2023Q4: 4,757 shares; 2024Q1: 5,063 shares; 2024Q2: 5,063 shares 5,063 $260K 0.03% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,945 shares; 2023Q4: 2,366 shares; 2024Q1: 2,069 shares; 2024Q2: 2,069 shares 2,069 $256K 0.03% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 978 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 929 shares; 2024Q2: 947 shares 947 $256K 0.03% +18 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 554 shares; 2024Q2: 756 shares 756 $252K 0.03% +202 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,451 shares 1,451 $249K 0.03% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,248 shares; 2023Q1: 3,248 shares; 2023Q2: 3,248 shares; 2023Q3: 3,523 shares; 2023Q4: 3,068 shares; 2024Q1: 2,910 shares; 2024Q2: 2,714 shares 2,714 $248K 0.03% -196 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,115 shares; 2023Q4: 1,115 shares; 2024Q1: 1,115 shares; 2024Q2: 1,129 shares 1,129 $246K 0.02% +14 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,065 shares 1,065 $238K 0.02% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,589 shares 1,589 $236K 0.02% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,168 shares; 2023Q2: 1,168 shares; 2023Q3: 1,168 shares; 2023Q4: 1,125 shares; 2024Q1: 800 shares; 2024Q2: 901 shares 901 $236K 0.02% +101 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,540 shares; 2024Q2: 2,540 shares 2,540 $235K 0.02% 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; 2022Q3: restricted; 2022Q4: 2,228 shares; 2023Q1: 1,883 shares; 2023Q2: 1,283 shares; 2023Q3: 1,199 shares; 2023Q4: 1,424 shares; 2024Q1: 1,199 shares; 2024Q2: 1,053 shares 1,053 $232K 0.02% -146 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,436 shares; 2024Q1: 2,436 shares; 2024Q2: 2,039 shares 2,039 $231K 0.02% -397 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 527 shares; 2024Q2: 473 shares 473 $227K 0.02% -54 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,536 shares 4,536 $227K 0.02% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,339 shares 1,339 $226K 0.02% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,681 shares; 2023Q1: 1,368 shares; 2023Q2: 1,368 shares; 2023Q3: 1,274 shares; 2023Q4: not reported; 2024Q1: 1,331 shares; 2024Q2: 1,434 shares 1,434 $224K 0.02% +103 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,288 shares; 2024Q1: 2,288 shares; 2024Q2: 2,288 shares 2,288 $222K 0.02% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,243 shares 1,243 $220K 0.02% new 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; 2022Q3: restricted; 2022Q4: 3,106 shares; 2023Q1: 3,106 shares; 2023Q2: 3,106 shares; 2023Q3: 3,106 shares; 2023Q4: 3,328 shares; 2024Q1: 3,328 shares; 2024Q2: 3,328 shares 3,328 $218K 0.02% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,393 shares 4,393 $217K 0.02% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 956 shares 956 $216K 0.02% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 342 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 248 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 143 shares 143 $213K 0.02% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,532 shares; 2023Q1: 2,453 shares; 2023Q2: 2,091 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,058 shares 2,058 $209K 0.02% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,592 shares 3,592 $208K 0.02% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 915 shares; 2024Q2: 915 shares 915 $206K 0.02% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,907 shares 9,907 $203K 0.02% new 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; 2022Q3: restricted; 2022Q4: 3,128 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,833 shares; 2024Q2: 1,833 shares 1,833 $202K 0.02% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 12,095 shares; 2023Q3: 45,095 shares; 2023Q4: 54,095 shares; 2024Q1: 68,095 shares; 2024Q2: 26,095 shares 26,095 $194K 0.02% -42,000 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11,333 shares; 2023Q1: 11,333 shares; 2023Q2: 11,333 shares; 2023Q3: 11,333 shares; 2023Q4: 11,333 shares; 2024Q1: 11,333 shares; 2024Q2: 11,333 shares 11,333 $180K 0.02% 0 Timeline Veru Inc Veru Inc More: the full row for Veru Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 12,067 shares; 2023Q1: 12,067 shares; 2023Q2: 12,067 shares; 2023Q3: 12,067 shares; 2023Q4: 12,067 shares; 2024Q1: 12,067 shares; 2024Q2: 12,067 shares 12,067 $10.2K <0.01% 0