VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 541,184 shares; 2023Q4: 551,516 shares; 2024Q1: 560,623 shares; 2024Q2: 557,744 shares; 2024Q3: 571,625 shares; 2024Q4: 573,156 shares 573,156 $166M 17.37% +1,531 Timeline AVSF 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: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 415,092 shares; 2024Q4: 2,625,381 shares 2,625,381 $121M 12.66% +2,210,289 Timeline AVLV 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: 87,679 shares; 2023Q4: 106,053 shares; 2024Q1: 114,162 shares; 2024Q2: 113,328 shares; 2024Q3: 343,508 shares; 2024Q4: 1,229,591 shares 1,229,591 $82.1M 8.58% +886,083 Timeline AVIV 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: 89,790 shares; 2023Q4: 106,368 shares; 2024Q1: 108,617 shares; 2024Q2: 107,036 shares; 2024Q3: 263,380 shares; 2024Q4: 1,046,265 shares 1,046,265 $54.3M 5.68% +782,885 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: 603,421 shares; 2023Q4: 583,161 shares; 2024Q1: 616,821 shares; 2024Q2: 650,571 shares; 2024Q3: 697,867 shares; 2024Q4: 738,944 shares 738,944 $42.9M 4.48% +41,077 Timeline DFGX 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: not reported; 2024Q3: 132,093 shares; 2024Q4: 797,937 shares 797,937 $41.7M 4.36% +665,844 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: 595,815 shares; 2023Q4: 599,781 shares; 2024Q1: 608,693 shares; 2024Q2: 608,260 shares; 2024Q3: 534,897 shares; 2024Q4: 200,205 shares 200,205 $33.9M 3.54% -334,692 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: 328,531 shares; 2023Q4: 326,628 shares; 2024Q1: 327,374 shares; 2024Q2: 328,120 shares; 2024Q3: 335,633 shares; 2024Q4: 340,378 shares 340,378 $32.9M 3.43% +4,745 Timeline AVDV 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: 441,286 shares; 2023Q4: 445,641 shares; 2024Q1: 449,507 shares; 2024Q2: 449,940 shares; 2024Q3: 469,742 shares; 2024Q4: 488,493 shares 488,493 $31.8M 3.32% +18,751 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 209,619 shares; 2023Q4: 217,332 shares; 2024Q1: 228,480 shares; 2024Q2: 230,186 shares; 2024Q3: 242,620 shares; 2024Q4: 259,901 shares 259,901 $29.8M 3.11% +17,281 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 454,944 shares; 2023Q4: 463,182 shares; 2024Q1: 495,258 shares; 2024Q2: 504,249 shares; 2024Q3: 529,957 shares; 2024Q4: 579,000 shares 579,000 $27.7M 2.89% +49,043 Timeline AVSC 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: 62 shares; 2023Q4: 62 shares; 2024Q1: 62 shares; 2024Q2: 24 shares; 2024Q3: 81,873 shares; 2024Q4: 426,111 shares 426,111 $23.2M 2.42% +344,238 Timeline AVEM 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: 312,266 shares; 2023Q4: 315,853 shares; 2024Q1: 326,020 shares; 2024Q2: 324,581 shares; 2024Q3: 336,543 shares; 2024Q4: 341,948 shares 341,948 $20.1M 2.1% +5,405 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 332,857 shares; 2023Q4: 335,351 shares; 2024Q1: 362,263 shares; 2024Q2: 371,818 shares; 2024Q3: 387,934 shares; 2024Q4: 427,588 shares 427,588 $18.8M 1.97% +39,654 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 131,327 shares; 2023Q4: 127,293 shares; 2024Q1: 133,219 shares; 2024Q2: 133,389 shares; 2024Q3: 131,013 shares; 2024Q4: 120,868 shares 120,868 $15.5M 1.63% -10,145 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 246,540 shares; 2023Q4: 244,591 shares; 2024Q1: 237,713 shares; 2024Q2: 233,504 shares; 2024Q3: 223,919 shares; 2024Q4: 650,287 shares 650,287 $14.8M 1.54% +426,368 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 132,524 shares; 2023Q4: 131,627 shares; 2024Q1: 135,209 shares; 2024Q2: 134,596 shares; 2024Q3: 119,607 shares; 2024Q4: 46,471 shares 46,471 $11.2M 1.17% -73,136 Timeline AVDE 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: 802,622 shares; 2023Q4: 811,561 shares; 2024Q1: 828,318 shares; 2024Q2: 835,549 shares; 2024Q3: 749,077 shares; 2024Q4: 177,421 shares 177,421 $10.9M 1.14% -571,656 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40,505 shares; 2023Q4: 42,326 shares; 2024Q1: 41,522 shares; 2024Q2: 41,123 shares; 2024Q3: 39,667 shares; 2024Q4: 37,788 shares 37,788 $7.49M 0.78% -1,879 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: 2,681 shares; 2023Q4: 31,802 shares; 2024Q1: 37,190 shares; 2024Q2: 39,224 shares; 2024Q3: 43,383 shares; 2024Q4: 60,845 shares 60,845 $6.42M 0.67% +17,462 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: 25,827 shares; 2023Q4: 24,687 shares; 2024Q1: 24,932 shares; 2024Q2: 25,871 shares; 2024Q3: 25,414 shares; 2024Q4: 25,421 shares 25,421 $6.37M 0.67% +7 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 106,707 shares; 2023Q4: 101,866 shares; 2024Q1: 97,651 shares; 2024Q2: 93,539 shares; 2024Q3: 88,736 shares; 2024Q4: 243,491 shares 243,491 $6.35M 0.66% +154,755 Timeline IUSV 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: 64,562 shares; 2023Q4: 68,996 shares; 2024Q1: 68,025 shares; 2024Q2: 67,491 shares; 2024Q3: 66,223 shares; 2024Q4: 63,627 shares 63,627 $5.89M 0.62% -2,596 Timeline SCHC 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: 179,495 shares; 2023Q4: 185,284 shares; 2024Q1: 180,077 shares; 2024Q2: 177,531 shares; 2024Q3: 174,600 shares; 2024Q4: 164,597 shares 164,597 $5.65M 0.59% -10,003 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: 119,677 shares; 2023Q4: 118,926 shares; 2024Q1: 118,580 shares; 2024Q2: 117,920 shares; 2024Q3: 111,739 shares; 2024Q4: 105,696 shares 105,696 $5.54M 0.58% -6,043 Timeline SMB 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: 150,471 shares; 2023Q4: 300,581 shares; 2024Q1: 301,418 shares; 2024Q2: 300,571 shares; 2024Q3: 300,432 shares; 2024Q4: 293,041 shares 293,041 $5.01M 0.52% -7,391 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 60,451 shares; 2023Q4: 56,424 shares; 2024Q1: 45,696 shares; 2024Q2: 43,231 shares; 2024Q3: 37,891 shares; 2024Q4: 38,298 shares 38,298 $4.94M 0.52% +407 Timeline VCSH 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: 715,969 shares; 2023Q4: 711,071 shares; 2024Q1: 747,661 shares; 2024Q2: 777,331 shares; 2024Q3: 679,642 shares; 2024Q4: 52,740 shares 52,740 $4.11M 0.43% -626,902 Timeline DLS 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: 57,240 shares; 2023Q4: 58,135 shares; 2024Q1: 57,179 shares; 2024Q2: 55,696 shares; 2024Q3: 55,867 shares; 2024Q4: 58,670 shares 58,670 $3.69M 0.39% +2,803 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,120 shares; 2023Q4: 37,729 shares; 2024Q1: 37,915 shares; 2024Q2: 37,752 shares; 2024Q3: 36,932 shares; 2024Q4: 30,160 shares 30,160 $3.48M 0.36% -6,772 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 86,364 shares; 2023Q4: 87,052 shares; 2024Q1: 84,576 shares; 2024Q2: 79,958 shares; 2024Q3: 74,637 shares; 2024Q4: 134,377 shares 134,377 $3.47M 0.36% +59,740 Timeline FNDF 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: 108,163 shares; 2023Q4: 107,318 shares; 2024Q1: 105,868 shares; 2024Q2: 105,018 shares; 2024Q3: 103,193 shares; 2024Q4: 102,184 shares 102,184 $3.39M 0.35% -1,009 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,023 shares; 2023Q4: 13,164 shares; 2024Q1: 13,164 shares; 2024Q2: 12,852 shares; 2024Q3: 12,769 shares; 2024Q4: 12,580 shares 12,580 $3.39M 0.35% -189 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 666,046 shares; 2023Q4: 676,513 shares; 2024Q1: 714,403 shares; 2024Q2: 753,253 shares; 2024Q3: 664,856 shares; 2024Q4: 43,377 shares 43,377 $3.35M 0.35% -621,479 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,856 shares; 2023Q4: 48,804 shares; 2024Q1: 72,084 shares; 2024Q2: 60,101 shares; 2024Q3: 76,245 shares; 2024Q4: 65,296 shares 65,296 $3.27M 0.34% -10,949 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35,100 shares; 2023Q4: 48,515 shares; 2024Q1: 49,750 shares; 2024Q2: 50,663 shares; 2024Q3: 51,304 shares; 2024Q4: 46,176 shares 46,176 $3.25M 0.34% -5,128 Timeline AVMU 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: 39,559 shares; 2023Q4: 36,052 shares; 2024Q1: 66,972 shares; 2024Q2: 55,348 shares; 2024Q3: 74,644 shares; 2024Q4: 61,903 shares 61,903 $2.85M 0.3% -12,741 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 136,821 shares; 2023Q4: 130,280 shares; 2024Q1: 127,889 shares; 2024Q2: 122,110 shares; 2024Q3: 118,512 shares; 2024Q4: 106,858 shares 106,858 $2.85M 0.3% -11,654 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: 72,188 shares; 2023Q4: 82,089 shares; 2024Q1: 78,864 shares; 2024Q2: 76,721 shares; 2024Q3: 73,873 shares; 2024Q4: 52,208 shares 52,208 $2.73M 0.28% -21,665 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6 shares; 2023Q4: 3,883 shares; 2024Q1: 3,883 shares; 2024Q2: 3,883 shares; 2024Q3: 25,909 shares; 2024Q4: 27,090 shares 27,090 $2.71M 0.28% +1,181 Timeline FNDA 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: 49,713 shares; 2023Q4: 49,076 shares; 2024Q1: 47,612 shares; 2024Q2: 47,109 shares; 2024Q3: 45,989 shares; 2024Q4: 89,798 shares 89,798 $2.67M 0.28% +43,809 Timeline DFNM 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: 5,291 shares; 2023Q4: 17,058 shares; 2024Q1: 17,399 shares; 2024Q2: 28,449 shares; 2024Q3: 28,369 shares; 2024Q4: 53,240 shares 53,240 $2.54M 0.27% +24,871 Timeline HEARTLAND FINL USA INC HEARTLAND FINL USA INC More: the full row for HEARTLAND FINL USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 107,110 shares; 2023Q4: 107,110 shares; 2024Q1: 107,110 shares; 2024Q2: 48,615 shares; 2024Q3: 40,551 shares; 2024Q4: 40,551 shares 40,551 $2.48M 0.26% 0 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: 8,354 shares; 2023Q4: 5,987 shares; 2024Q1: 6,086 shares; 2024Q2: 11,740 shares; 2024Q3: 12,040 shares; 2024Q4: 22,945 shares 22,945 $2.44M 0.26% +10,905 Timeline IJS 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: 24,282 shares; 2023Q4: 24,282 shares; 2024Q1: 24,233 shares; 2024Q2: 24,186 shares; 2024Q3: 22,156 shares; 2024Q4: 21,634 shares 21,634 $2.35M 0.25% -522 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 82,354 shares; 2023Q4: 79,681 shares; 2024Q1: 77,620 shares; 2024Q2: 75,361 shares; 2024Q3: 70,915 shares; 2024Q4: 125,900 shares 125,900 $2.33M 0.24% +54,985 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 728,047 shares; 2023Q4: 718,182 shares; 2024Q1: 765,667 shares; 2024Q2: 800,048 shares; 2024Q3: 705,217 shares; 2024Q4: 47,331 shares 47,331 $2.32M 0.24% -657,886 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: 5,421 shares; 2023Q4: 5,321 shares; 2024Q1: 5,479 shares; 2024Q2: 5,383 shares; 2024Q3: 5,237 shares; 2024Q4: 5,362 shares 5,362 $2.26M 0.24% +125 Timeline FNDC 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: 69,883 shares; 2023Q4: 68,668 shares; 2024Q1: 69,299 shares; 2024Q2: 68,266 shares; 2024Q3: 65,867 shares; 2024Q4: 63,927 shares 63,927 $2.18M 0.23% -1,940 Timeline SCZ 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: 42,694 shares; 2023Q4: 39,915 shares; 2024Q1: 39,849 shares; 2024Q2: 39,291 shares; 2024Q3: 38,866 shares; 2024Q4: 34,900 shares 34,900 $2.12M 0.22% -3,966 Timeline AVSU 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: 18,378 shares; 2023Q4: 18,566 shares; 2024Q1: 18,682 shares; 2024Q2: 30,626 shares; 2024Q3: 32,945 shares; 2024Q4: 31,781 shares 31,781 $2.1M 0.22% -1,164 Timeline SCHR 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: 22,878 shares; 2023Q4: 57,987 shares; 2024Q1: 55,851 shares; 2024Q2: 61,555 shares; 2024Q3: 57,105 shares; 2024Q4: 82,390 shares 82,390 $2M 0.21% +25,285 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: 8,594 shares; 2023Q4: 8,594 shares; 2024Q1: 7,876 shares; 2024Q2: 10,341 shares; 2024Q3: 10,341 shares; 2024Q4: 10,341 shares 10,341 $1.96M 0.2% 0 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: 45,407 shares; 2023Q4: 57,372 shares; 2024Q1: 57,359 shares; 2024Q2: 57,520 shares; 2024Q3: 58,151 shares; 2024Q4: 60,315 shares 60,315 $1.53M 0.16% +2,164 Timeline 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: 30,784 shares; 2023Q4: 29,397 shares; 2024Q1: 29,314 shares; 2024Q2: 32,227 shares; 2024Q3: 56,965 shares; 2024Q4: 61,234 shares 61,234 $1.51M 0.16% +4,269 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,359 shares; 2023Q4: 4,360 shares; 2024Q1: 4,149 shares; 2024Q2: 4,029 shares; 2024Q3: 4,029 shares; 2024Q4: 3,765 shares 3,765 $1.51M 0.16% -264 Timeline SLQD 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: 54,534 shares; 2023Q4: 76,716 shares; 2024Q1: 77,903 shares; 2024Q2: 79,135 shares; 2024Q3: 68,106 shares; 2024Q4: 29,211 shares 29,211 $1.45M 0.15% -38,895 Timeline SHM 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: 172,190 shares; 2023Q4: 32,459 shares; 2024Q1: 43,645 shares; 2024Q2: 34,596 shares; 2024Q3: 38,447 shares; 2024Q4: 29,726 shares 29,726 $1.41M 0.15% -8,721 Timeline IAGG 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: 20,668 shares; 2023Q4: 41,217 shares; 2024Q1: 38,857 shares; 2024Q2: 47,939 shares; 2024Q3: 42,089 shares; 2024Q4: 25,493 shares 25,493 $1.27M 0.13% -16,596 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: 5,991 shares; 2023Q4: 5,311 shares; 2024Q1: 5,311 shares; 2024Q2: 7,482 shares; 2024Q3: 6,881 shares; 2024Q4: 6,481 shares 6,481 $1.23M 0.13% -400 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35,714 shares; 2023Q4: 36,014 shares; 2024Q1: 36,147 shares; 2024Q2: 35,242 shares; 2024Q3: 33,208 shares; 2024Q4: 30,933 shares 30,933 $1.22M 0.13% -2,275 Timeline DTH 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: 31,963 shares; 2023Q4: 31,170 shares; 2024Q1: 31,170 shares; 2024Q2: 31,170 shares; 2024Q3: 31,170 shares; 2024Q4: 30,801 shares 30,801 $1.16M 0.12% -369 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,334 shares; 2023Q4: 2,335 shares; 2024Q1: 2,222 shares; 2024Q2: 2,222 shares; 2024Q3: 2,209 shares; 2024Q4: 1,849 shares 1,849 $1.08M 0.11% -360 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 52,341 shares; 2023Q4: 73,473 shares; 2024Q1: 69,518 shares; 2024Q2: 68,324 shares; 2024Q3: 55,581 shares; 2024Q4: 43,311 shares 43,311 $1.04M 0.11% -12,270 Timeline DFSD 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: not reported; 2024Q3: not reported; 2024Q4: 20,747 shares 20,747 $972K 0.1% new 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: 9,216 shares; 2023Q4: 9,216 shares; 2024Q1: 8,374 shares; 2024Q2: 10,245 shares; 2024Q3: 8,245 shares; 2024Q4: 8,445 shares 8,445 $955K 0.1% +200 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: 422 shares; 2023Q4: 422 shares; 2024Q1: 425 shares; 2024Q2: 959 shares; 2024Q3: 964 shares; 2024Q4: 997 shares 997 $913K 0.1% +33 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: 1,691 shares; 2023Q4: 1,693 shares; 2024Q1: 1,692 shares; 2024Q2: 1,690 shares; 2024Q3: 1,685 shares; 2024Q4: 1,684 shares 1,684 $861K 0.09% -1 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: 3,953 shares; 2023Q4: 3,453 shares; 2024Q1: 3,895 shares; 2024Q2: 3,898 shares; 2024Q3: 3,878 shares; 2024Q4: 3,880 shares 3,880 $851K 0.09% +2 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,078 shares; 2023Q4: 4,159 shares; 2024Q1: 3,992 shares; 2024Q2: 3,992 shares; 2024Q3: 3,505 shares; 2024Q4: 3,554 shares 3,554 $832K 0.09% +49 Timeline AVUS 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: 8,680 shares; 2023Q4: 8,680 shares; 2024Q1: 8,570 shares; 2024Q2: 8,708 shares; 2024Q3: 8,501 shares; 2024Q4: 8,536 shares 8,536 $827K 0.09% +35 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: 2,762 shares; 2023Q4: 2,762 shares; 2024Q1: 2,667 shares; 2024Q2: 2,565 shares; 2024Q3: 2,429 shares; 2024Q4: 2,346 shares 2,346 $797K 0.08% -83 Timeline AVSD 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: 6,221 shares; 2023Q4: 6,253 shares; 2024Q1: 6,568 shares; 2024Q2: 9,941 shares; 2024Q3: 11,634 shares; 2024Q4: 12,821 shares 12,821 $713K 0.07% +1,187 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: 1,302 shares; 2023Q4: 1,155 shares; 2024Q1: 1,154 shares; 2024Q2: 1,589 shares; 2024Q3: 1,405 shares; 2024Q4: 1,367 shares 1,367 $691K 0.07% -38 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,668 shares; 2023Q4: 3,646 shares; 2024Q1: 3,490 shares; 2024Q2: 3,490 shares; 2024Q3: 3,490 shares; 2024Q4: 3,490 shares 3,490 $683K 0.07% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,993 shares; 2023Q4: 1,993 shares; 2024Q1: 1,993 shares; 2024Q2: 1,988 shares; 2024Q3: 1,988 shares; 2024Q4: 1,988 shares 1,988 $682K 0.07% 0 Timeline BGRN 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: 11,014 shares; 2023Q4: 10,132 shares; 2024Q1: 9,085 shares; 2024Q2: 9,604 shares; 2024Q3: 14,071 shares; 2024Q4: 13,732 shares 13,732 $640K 0.07% -339 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: 804 shares; 2023Q4: 804 shares; 2024Q1: 816 shares; 2024Q2: 816 shares; 2024Q3: 826 shares; 2024Q4: 826 shares 826 $637K 0.07% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM 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: 11,050 shares; 2024Q3: 9,196 shares; 2024Q4: 9,530 shares 9,530 $629K 0.07% +334 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: 455 shares; 2023Q4: 286 shares; 2024Q1: 388 shares; 2024Q2: 4,713 shares; 2024Q3: 4,623 shares; 2024Q4: 4,653 shares 4,653 $624K 0.07% +30 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: 17,896 shares; 2023Q4: 17,483 shares; 2024Q1: 17,483 shares; 2024Q2: 17,488 shares; 2024Q3: 17,599 shares; 2024Q4: 16,455 shares 16,455 $583K 0.06% -1,144 Timeline IWV 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: 1,954 shares; 2023Q4: 1,954 shares; 2024Q1: 1,954 shares; 2024Q2: 1,694 shares; 2024Q3: 1,694 shares; 2024Q4: 1,694 shares 1,694 $566K 0.06% 0 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: 1,857 shares; 2023Q4: 1,927 shares; 2024Q1: 3,244 shares; 2024Q2: 3,554 shares; 2024Q3: 3,287 shares; 2024Q4: 5,803 shares 5,803 $562K 0.06% +2,516 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: 633 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 1,352 shares; 2024Q3: 1,352 shares; 2024Q4: 1,402 shares 1,402 $545K 0.06% +50 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,007 shares; 2023Q4: 2,947 shares; 2024Q1: 2,925 shares; 2024Q2: 2,925 shares; 2024Q3: 2,884 shares; 2024Q4: 2,884 shares 2,884 $533K 0.06% 0 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: 1,331 shares; 2023Q4: 1,256 shares; 2024Q1: 1,256 shares; 2024Q2: 1,256 shares; 2024Q3: 1,256 shares; 2024Q4: 1,256 shares 1,256 $532K 0.06% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,773 shares; 2023Q4: 9,735 shares; 2024Q1: 9,633 shares; 2024Q2: 9,633 shares; 2024Q3: 8,021 shares; 2024Q4: 8,021 shares 8,021 $522K 0.05% 0 Timeline AVES 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: 11,558 shares; 2023Q4: 11,618 shares; 2024Q1: 11,392 shares; 2024Q2: 11,392 shares; 2024Q3: 11,392 shares; 2024Q4: 11,200 shares 11,200 $517K 0.05% -192 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 967 shares; 2023Q4: 928 shares; 2024Q1: 943 shares; 2024Q2: 943 shares; 2024Q3: 963 shares; 2024Q4: 951 shares 951 $512K 0.05% -12 Timeline SPTM 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: 7,486 shares; 2023Q4: 7,486 shares; 2024Q1: 7,486 shares; 2024Q2: 7,486 shares; 2024Q3: 7,486 shares; 2024Q4: 6,786 shares 6,786 $484K 0.05% -700 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,281 shares; 2023Q4: 8,532 shares; 2024Q1: 8,506 shares; 2024Q2: 8,491 shares; 2024Q3: 8,175 shares; 2024Q4: 8,175 shares 8,175 $469K 0.05% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,728 shares; 2023Q4: 5,728 shares; 2024Q1: 5,728 shares; 2024Q2: 5,728 shares; 2024Q3: 5,728 shares; 2024Q4: 5,315 shares 5,315 $431K 0.05% -413 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: 920 shares; 2023Q4: 920 shares; 2024Q1: 920 shares; 2024Q2: 1,357 shares; 2024Q3: 1,357 shares; 2024Q4: 1,357 shares 1,357 $429K 0.04% 0 Timeline DISV 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: 10 shares; 2023Q4: 15,425 shares; 2024Q1: 15,424 shares; 2024Q2: 15,617 shares; 2024Q3: 15,616 shares; 2024Q4: 15,613 shares 15,613 $414K 0.04% -3 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: 805 shares; 2023Q4: 3,973 shares; 2024Q1: 3,828 shares; 2024Q2: 3,872 shares; 2024Q3: 4,122 shares; 2024Q4: 3,472 shares 3,472 $401K 0.04% -650 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: 1,550 shares; 2023Q4: 1,550 shares; 2024Q1: 1,550 shares; 2024Q2: 1,550 shares; 2024Q3: 1,550 shares; 2024Q4: 1,625 shares 1,625 $391K 0.04% +75 Timeline ESML 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: 7,980 shares; 2023Q4: 7,648 shares; 2024Q1: 7,606 shares; 2024Q2: 7,559 shares; 2024Q3: 9,956 shares; 2024Q4: 9,233 shares 9,233 $388K 0.04% -723 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,621 shares; 2023Q4: 4,621 shares; 2024Q1: 4,621 shares; 2024Q2: 4,621 shares; 2024Q3: 4,621 shares; 2024Q4: 5,221 shares 5,221 $352K 0.04% +600 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: 1,224 shares; 2023Q4: 1,224 shares; 2024Q1: 1,224 shares; 2024Q2: 1,590 shares; 2024Q3: 1,575 shares; 2024Q4: 1,575 shares 1,575 $347K 0.04% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,019 shares; 2023Q4: 2,952 shares; 2024Q1: 2,952 shares; 2024Q2: 2,960 shares; 2024Q3: 2,960 shares; 2024Q4: 2,960 shares 2,960 $347K 0.04% 0 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: 6,480 shares; 2023Q4: 6,480 shares; 2024Q1: 6,480 shares; 2024Q2: 6,155 shares; 2024Q3: 6,110 shares; 2024Q4: 6,110 shares 6,110 $340K 0.04% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 363 shares; 2023Q4: 363 shares; 2024Q1: 363 shares; 2024Q2: 2,091 shares; 2024Q3: 1,728 shares; 2024Q4: 1,728 shares 1,728 $333K 0.03% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,587 shares; 2023Q4: 2,587 shares; 2024Q1: 2,587 shares; 2024Q2: 2,587 shares; 2024Q3: 2,587 shares; 2024Q4: 2,587 shares 2,587 $323K 0.03% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,553 shares; 2023Q4: 4,800 shares; 2024Q1: 4,800 shares; 2024Q2: 4,800 shares; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares 4,800 $323K 0.03% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,166 shares; 2023Q4: 3,485 shares; 2024Q1: 3,485 shares; 2024Q2: 2,666 shares; 2024Q3: 2,433 shares; 2024Q4: 2,011 shares 2,011 $322K 0.03% -422 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: 1,439 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,300 shares 1,300 $311K 0.03% +300 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,870 shares; 2023Q4: 3,920 shares; 2024Q1: 3,913 shares; 2024Q2: 3,452 shares; 2024Q3: 3,694 shares; 2024Q4: 3,984 shares 3,984 $303K 0.03% +290 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY 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: 2,378 shares; 2024Q2: 2,378 shares; 2024Q3: 2,378 shares; 2024Q4: 2,378 shares 2,378 $298K 0.03% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,473 shares; 2023Q4: 7,016 shares; 2024Q1: 3,964 shares; 2024Q2: 3,981 shares; 2024Q3: 3,967 shares; 2024Q4: 3,573 shares 3,573 $285K 0.03% -394 Timeline CORP 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: 735 shares; 2023Q4: 735 shares; 2024Q1: 819 shares; 2024Q2: 819 shares; 2024Q3: 819 shares; 2024Q4: 2,900 shares 2,900 $275K 0.03% +2,081 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,460 shares; 2023Q4: 2,492 shares; 2024Q1: 2,492 shares; 2024Q2: 3,542 shares; 2024Q3: 3,542 shares; 2024Q4: 3,542 shares 3,542 $254K 0.03% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 881 shares; 2023Q4: 728 shares; 2024Q1: 732 shares; 2024Q2: 813 shares; 2024Q3: 634 shares; 2024Q4: 627 shares 627 $253K 0.03% -7 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: 3,473 shares; 2023Q4: 3,473 shares; 2024Q1: 3,342 shares; 2024Q2: 12,342 shares; 2024Q3: 3,343 shares; 2024Q4: 3,994 shares 3,994 $236K 0.02% +651 Timeline FNDE 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: 8,538 shares; 2023Q4: 8,538 shares; 2024Q1: 8,188 shares; 2024Q2: 7,788 shares; 2024Q3: 7,788 shares; 2024Q4: 7,788 shares 7,788 $226K 0.02% 0 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: 566 shares; 2023Q4: 566 shares; 2024Q1: 576 shares; 2024Q2: 576 shares; 2024Q3: 576 shares; 2024Q4: 576 shares 576 $207K 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: 548 shares; 2023Q4: 318 shares; 2024Q1: 318 shares; 2024Q2: 493 shares; 2024Q3: 568 shares; 2024Q4: 569 shares 569 $206K 0.02% +1 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: 920 shares; 2023Q4: 1,429 shares; 2024Q1: 1,429 shares; 2024Q2: 5,422 shares; 2024Q3: 1,422 shares; 2024Q4: 1,422 shares 1,422 $205K 0.02% 0 Timeline AVSE 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: 1,964 shares; 2023Q4: 1,964 shares; 2024Q1: 1,985 shares; 2024Q2: 2,253 shares; 2024Q3: 2,801 shares; 2024Q4: 4,041 shares 4,041 $203K 0.02% +1,240 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 577 shares; 2024Q3: 577 shares; 2024Q4: 577 shares 577 $202K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,075 shares; 2023Q4: 1,075 shares; 2024Q1: 969 shares; 2024Q2: 778 shares; 2024Q3: 778 shares; 2024Q4: 778 shares 778 $197K 0.02% 0 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: 3,068 shares; 2023Q4: 3,068 shares; 2024Q1: 3,068 shares; 2024Q2: 3,054 shares; 2024Q3: 3,054 shares; 2024Q4: 3,054 shares 3,054 $194K 0.02% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $192K 0.02% 0 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: 3,165 shares; 2023Q4: 3,165 shares; 2024Q1: 3,165 shares; 2024Q2: 3,165 shares; 2024Q3: 3,190 shares; 2024Q4: 3,601 shares 3,601 $184K 0.02% +411 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: 1,700 shares; 2023Q4: 1,700 shares; 2024Q1: 1,905 shares; 2024Q2: 1,905 shares; 2024Q3: 1,905 shares; 2024Q4: 8,154 shares 8,154 $183K 0.02% +6,249 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: 1,048 shares; 2023Q4: 1,049 shares; 2024Q1: 1,050 shares; 2024Q2: 5,255 shares; 2024Q3: 1,097 shares; 2024Q4: 1,097 shares 1,097 $183K 0.02% 0 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: 1,555 shares; 2023Q4: 1,482 shares; 2024Q1: 1,342 shares; 2024Q2: 4,742 shares; 2024Q3: 1,342 shares; 2024Q4: 1,237 shares 1,237 $178K 0.02% -105 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: not reported; 2023Q4: 1,519 shares; 2024Q1: 1,519 shares; 2024Q2: 1,519 shares; 2024Q3: 1,519 shares; 2024Q4: 1,519 shares 1,519 $175K 0.02% 0 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: 14 shares; 2023Q4: 39 shares; 2024Q1: 43 shares; 2024Q2: 83 shares; 2024Q3: 1,031 shares; 2024Q4: 732 shares 732 $169K 0.02% -299 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 414 shares; 2023Q4: 458 shares; 2024Q1: 458 shares; 2024Q2: 439 shares; 2024Q3: 426 shares; 2024Q4: 409 shares 409 $167K 0.02% -17 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: 4,307 shares; 2023Q4: 4,509 shares; 2024Q1: 4,795 shares; 2024Q2: 4,975 shares; 2024Q3: 4,596 shares; 2024Q4: 4,891 shares 4,891 $163K 0.02% +295 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: 1,500 shares; 2023Q4: 1,400 shares; 2024Q1: 1,400 shares; 2024Q2: 1,414 shares; 2024Q3: 1,400 shares; 2024Q4: 1,414 shares 1,414 $157K 0.02% +14 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: 2,900 shares; 2023Q4: 2,900 shares; 2024Q1: 2,900 shares; 2024Q2: 2,900 shares; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares 2,900 $156K 0.02% 0 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: 782 shares; 2023Q4: 568 shares; 2024Q1: 412 shares; 2024Q2: 412 shares; 2024Q3: 412 shares; 2024Q4: 452 shares 452 $154K 0.02% +40 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 522 shares; 2023Q4: 565 shares; 2024Q1: 565 shares; 2024Q2: 565 shares; 2024Q3: 565 shares; 2024Q4: 565 shares 565 $149K 0.02% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,275 shares; 2023Q4: 2,275 shares; 2024Q1: 2,275 shares; 2024Q2: 2,275 shares; 2024Q3: 2,275 shares; 2024Q4: 2,275 shares 2,275 $145K 0.02% 0 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: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares 1,200 $144K 0.02% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,767 shares; 2023Q4: 1,963 shares; 2024Q1: 1,963 shares; 2024Q2: 1,938 shares; 2024Q3: 1,887 shares; 2024Q4: 1,887 shares 1,887 $142K 0.01% 0 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: not reported; 2023Q4: not reported; 2024Q1: 1,812 shares; 2024Q2: 2,047 shares; 2024Q3: 2,270 shares; 2024Q4: 1,976 shares 1,976 $136K 0.01% -294 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: 2,679 shares; 2023Q4: 4,561 shares; 2024Q1: 4,540 shares; 2024Q2: 4,540 shares; 2024Q3: 3,316 shares; 2024Q4: 1,598 shares 1,598 $131K 0.01% -1,718 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,090 shares; 2024Q3: 1,090 shares; 2024Q4: 1,090 shares 1,090 $131K 0.01% 0 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: 516 shares; 2023Q4: 440 shares; 2024Q1: 440 shares; 2024Q2: 440 shares; 2024Q3: 440 shares; 2024Q4: 440 shares 440 $130K 0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,136 shares; 2023Q4: 1,136 shares; 2024Q1: 1,136 shares; 2024Q2: 1,336 shares; 2024Q3: 1,336 shares; 2024Q4: 1,216 shares 1,216 $130K 0.01% -120 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: 1,803 shares; 2023Q4: 1,803 shares; 2024Q1: 1,783 shares; 2024Q2: 1,783 shares; 2024Q3: 2,133 shares; 2024Q4: 2,133 shares 2,133 $129K 0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 225 shares; 2024Q3: 225 shares; 2024Q4: 225 shares 225 $128K 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: 573 shares; 2023Q4: 573 shares; 2024Q1: 574 shares; 2024Q2: 570 shares; 2024Q3: 570 shares; 2024Q4: 570 shares 570 $125K 0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,185 shares; 2023Q4: 1,345 shares; 2024Q1: 1,346 shares; 2024Q2: 1,348 shares; 2024Q3: 1,349 shares; 2024Q4: 1,547 shares 1,547 $123K 0.01% +198 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: 148 shares; 2023Q4: 148 shares; 2024Q1: 595 shares; 2024Q2: 597 shares; 2024Q3: 580 shares; 2024Q4: 1,360 shares 1,360 $122K 0.01% +780 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,673 shares; 2023Q4: 2,673 shares; 2024Q1: 2,673 shares; 2024Q2: 2,700 shares; 2024Q3: 2,700 shares; 2024Q4: 2,944 shares 2,944 $120K 0.01% +244 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: 1,635 shares; 2023Q4: 960 shares; 2024Q1: 960 shares; 2024Q2: 954 shares; 2024Q3: 454 shares; 2024Q4: 524 shares 524 $118K 0.01% +70 Timeline EEM 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: 2,830 shares; 2023Q4: 2,830 shares; 2024Q1: 2,830 shares; 2024Q2: 2,830 shares; 2024Q3: 2,830 shares; 2024Q4: 2,830 shares 2,830 $118K 0.01% 0 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: 482 shares; 2023Q4: 482 shares; 2024Q1: 482 shares; 2024Q2: 482 shares; 2024Q3: 482 shares; 2024Q4: 482 shares 482 $115K 0.01% 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: 1,034 shares; 2023Q4: 1,034 shares; 2024Q1: 1,034 shares; 2024Q2: 1,034 shares; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares 1,034 $114K 0.01% 0 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: 615 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 745 shares 745 $113K 0.01% +245 Timeline CRBN 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: 581 shares; 2023Q4: 581 shares; 2024Q1: 581 shares; 2024Q2: 581 shares; 2024Q3: 581 shares; 2024Q4: 581 shares 581 $112K 0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,022 shares; 2023Q4: 2,022 shares; 2024Q1: 2,032 shares; 2024Q2: 2,047 shares; 2024Q3: 1,732 shares; 2024Q4: 1,471 shares 1,471 $111K 0.01% -261 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: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 11,200 shares; 2024Q3: 3,000 shares; 2024Q4: 1,347 shares 1,347 $110K 0.01% -1,653 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: 700 shares; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 600 shares 600 $109K 0.01% +300 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,210 shares; 2023Q4: 1,060 shares; 2024Q1: 1,060 shares; 2024Q2: 1,060 shares; 2024Q3: 1,060 shares; 2024Q4: 1,176 shares 1,176 $102K 0.01% +116 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 332 shares; 2023Q4: 332 shares; 2024Q1: 332 shares; 2024Q2: 532 shares; 2024Q3: 532 shares; 2024Q4: 532 shares 532 $102K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 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 $100K 0.01% 0 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: not reported; 2023Q4: not reported; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 510 shares 510 $100K 0.01% +500 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: 3,000 shares 3,000 $91K 0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,515 shares; 2023Q4: 1,715 shares; 2024Q1: 1,715 shares; 2024Q2: 1,715 shares; 2024Q3: 1,715 shares; 2024Q4: 1,715 shares 1,715 $91K 0.01% 0 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: 295 shares; 2023Q4: 295 shares; 2024Q1: 1,475 shares; 2024Q2: 1,475 shares; 2024Q3: 1,475 shares; 2024Q4: 1,405 shares 1,405 $87K 0.01% -70 Timeline OEF 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: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $86K 0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,700 shares; 2023Q4: 2,700 shares; 2024Q1: 2,700 shares; 2024Q2: 2,700 shares; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares 2,700 $85K 0.01% 0 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: 168 shares; 2023Q4: 118 shares; 2024Q1: 137 shares; 2024Q2: 137 shares; 2024Q3: 137 shares; 2024Q4: 137 shares 137 $80K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,434 shares; 2023Q4: 2,434 shares; 2024Q1: 2,434 shares; 2024Q2: 2,434 shares; 2024Q3: 2,434 shares; 2024Q4: 2,434 shares 2,434 $79K 0.01% 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 375 shares; 2024Q3: 375 shares; 2024Q4: 375 shares 375 $77K 0.01% 0 Timeline FENI 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: not reported; 2023Q4: 2,767 shares; 2024Q1: 2,769 shares; 2024Q2: 2,772 shares; 2024Q3: 2,773 shares; 2024Q4: 2,774 shares 2,774 $76K 0.01% +1 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,535 shares; 2023Q4: 1,838 shares; 2024Q1: 1,662 shares; 2024Q2: 2,072 shares; 2024Q3: 2,120 shares; 2024Q4: 2,120 shares 2,120 $72K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,669 shares; 2023Q4: 1,648 shares; 2024Q1: 2,494 shares; 2024Q2: 2,369 shares; 2024Q3: 2,257 shares; 2024Q4: 1,586 shares 1,586 $71K 0.01% -671 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,550 shares; 2023Q4: 1,550 shares; 2024Q1: 1,549 shares; 2024Q2: 1,548 shares; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares 1,504 $71K 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: 225 shares; 2023Q4: 225 shares; 2024Q1: 376 shares; 2024Q2: 411 shares; 2024Q3: 378 shares; 2024Q4: 829 shares 829 $71K 0.01% +451 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: 792 shares; 2023Q4: 792 shares; 2024Q1: 792 shares; 2024Q2: 772 shares; 2024Q3: 772 shares; 2024Q4: 772 shares 772 $70K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 134 shares; 2023Q4: 134 shares; 2024Q1: 134 shares; 2024Q2: 265 shares; 2024Q3: 265 shares; 2024Q4: 265 shares 265 $68K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 703 shares; 2023Q4: 707 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 1,193 shares 1,193 $68K 0.01% +493 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 229 shares; 2023Q4: 229 shares; 2024Q1: 229 shares; 2024Q2: 229 shares; 2024Q3: 229 shares; 2024Q4: 229 shares 229 $67K 0.01% 0 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 113 shares; 2024Q3: 113 shares; 2024Q4: 113 shares 113 $66K 0.01% 0 Timeline IVLU 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: 2,471 shares; 2023Q4: 2,471 shares; 2024Q1: 2,471 shares; 2024Q2: 2,471 shares; 2024Q3: 2,471 shares; 2024Q4: 2,471 shares 2,471 $66K 0.01% 0 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: 1,107 shares; 2023Q4: 1,107 shares; 2024Q1: 1,107 shares; 2024Q2: 1,087 shares; 2024Q3: 1,087 shares; 2024Q4: 1,087 shares 1,087 $66K 0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 180 shares; 2023Q4: 180 shares; 2024Q1: 180 shares; 2024Q2: 120 shares; 2024Q3: 120 shares; 2024Q4: 120 shares 120 $62K 0.01% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 388 shares; 2023Q4: 388 shares; 2024Q1: 388 shares; 2024Q2: 388 shares; 2024Q3: 388 shares; 2024Q4: 364 shares 364 $60K 0.01% -24 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 382 shares; 2023Q4: 382 shares; 2024Q1: 382 shares; 2024Q2: 382 shares; 2024Q3: 382 shares; 2024Q4: 382 shares 382 $59K 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: 291 shares; 2023Q4: 291 shares; 2024Q1: 291 shares; 2024Q2: 291 shares; 2024Q3: 291 shares; 2024Q4: 455 shares 455 $58K 0.01% +164 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 760 shares 760 $58K 0.01% +360 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: 305 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 4,200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $57K 0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 505 shares; 2023Q4: 506 shares; 2024Q1: 506 shares; 2024Q2: 507 shares; 2024Q3: 507 shares; 2024Q4: 508 shares 508 $56K 0.01% +1 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,531 shares; 2023Q4: 2,232 shares; 2024Q1: 2,161 shares; 2024Q2: 2,141 shares; 2024Q3: 2,141 shares; 2024Q4: 2,141 shares 2,141 $56K 0.01% 0 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: 699 shares; 2023Q4: 728 shares; 2024Q1: 513 shares; 2024Q2: 584 shares; 2024Q3: 601 shares; 2024Q4: 640 shares 640 $56K 0.01% +39 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 317 shares; 2023Q4: 317 shares; 2024Q1: 317 shares; 2024Q2: 302 shares; 2024Q3: 302 shares; 2024Q4: 302 shares 302 $56K 0.01% 0 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: 143 shares; 2023Q4: 143 shares; 2024Q1: 144 shares; 2024Q2: 141 shares; 2024Q3: 409 shares; 2024Q4: 410 shares 410 $55K 0.01% +1 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 888 shares; 2024Q2: 1,032 shares; 2024Q3: 1,059 shares; 2024Q4: 1,001 shares 1,001 $54K 0.01% -58 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP 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: 500 shares; 2024Q4: 500 shares 500 $54K 0.01% 0 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: 1,600 shares; 2023Q4: 1,600 shares; 2024Q1: 1,384 shares; 2024Q2: 11,384 shares; 2024Q3: 1,792 shares; 2024Q4: 1,342 shares 1,342 $53K 0.01% -450 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 420 shares 420 $52K 0.01% +270 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: 527 shares; 2023Q4: 426 shares; 2024Q1: 426 shares; 2024Q2: 426 shares; 2024Q3: 426 shares; 2024Q4: 426 shares 426 $52K 0.01% 0 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: 406 shares; 2023Q4: 406 shares; 2024Q1: 406 shares; 2024Q2: 823 shares; 2024Q3: 807 shares; 2024Q4: 808 shares 808 $50K 0.01% +1 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: 103 shares; 2023Q4: 103 shares; 2024Q1: 103 shares; 2024Q2: 103 shares; 2024Q3: 103 shares; 2024Q4: 103 shares 103 $50K 0.01% 0 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: 262 shares; 2023Q4: 262 shares; 2024Q1: 262 shares; 2024Q2: 262 shares; 2024Q3: 262 shares; 2024Q4: 262 shares 262 $50K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 603 shares; 2023Q4: 603 shares; 2024Q1: 603 shares; 2024Q2: 603 shares; 2024Q3: 603 shares; 2024Q4: 603 shares 603 $50K 0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 125 shares; 2023Q4: 83 shares; 2024Q1: 82 shares; 2024Q2: 82 shares; 2024Q3: 82 shares; 2024Q4: 179 shares 179 $46K <0.01% +97 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: 1,268 shares; 2023Q4: 1,273 shares; 2024Q1: 1,279 shares; 2024Q2: 1,295 shares; 2024Q3: 800 shares; 2024Q4: 800 shares 800 $45K <0.01% 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: 444 shares; 2023Q4: 444 shares; 2024Q1: 444 shares; 2024Q2: 444 shares; 2024Q3: 444 shares; 2024Q4: 444 shares 444 $45K <0.01% 0 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: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares 250 $43K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 383 shares; 2023Q4: 383 shares; 2024Q1: 383 shares; 2024Q2: 383 shares; 2024Q3: 383 shares; 2024Q4: 383 shares 383 $43K <0.01% 0 Timeline SPSB 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: 14,476 shares; 2023Q4: 13,643 shares; 2024Q1: 13,643 shares; 2024Q2: 13,643 shares; 2024Q3: 13,643 shares; 2024Q4: 1,426 shares 1,426 $42K <0.01% -12,217 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: 692 shares; 2023Q4: 692 shares; 2024Q1: 692 shares; 2024Q2: 692 shares; 2024Q3: 692 shares; 2024Q4: 692 shares 692 $41K <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: 448 shares; 2023Q4: 448 shares; 2024Q1: 448 shares; 2024Q2: 448 shares; 2024Q3: 448 shares; 2024Q4: 448 shares 448 $40K <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 145 shares; 2024Q2: 145 shares; 2024Q3: 145 shares; 2024Q4: 100 shares 100 $40K <0.01% -45 Timeline SPYX 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: 798 shares; 2023Q4: 798 shares; 2024Q1: 798 shares; 2024Q2: 798 shares; 2024Q3: 798 shares; 2024Q4: 798 shares 798 $38K <0.01% 0 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: not reported; 2023Q4: 499 shares; 2024Q1: 499 shares; 2024Q2: 499 shares; 2024Q3: 499 shares; 2024Q4: 499 shares 499 $38K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA 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: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $38K <0.01% 0 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING 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: 200 shares; 2024Q4: 200 shares 200 $38K <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: 1,001 shares; 2023Q4: 1,001 shares; 2024Q1: 1,001 shares; 2024Q2: 1,001 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $37K <0.01% 0 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: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $36K <0.01% 0 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR 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: 400 shares; 2024Q4: 400 shares 400 $35K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 202 shares; 2023Q4: 202 shares; 2024Q1: 202 shares; 2024Q2: 202 shares; 2024Q3: 202 shares; 2024Q4: 202 shares 202 $35K <0.01% 0 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,100 shares; 2023Q4: 1,100 shares; 2024Q1: 1,100 shares; 2024Q2: 1,100 shares; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares 1,100 $35K <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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 150 shares 150 $34K <0.01% new Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 608 shares; 2023Q4: 608 shares; 2024Q1: 608 shares; 2024Q2: 608 shares; 2024Q3: 608 shares; 2024Q4: 608 shares 608 $32K <0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 376 shares; 2023Q4: 376 shares; 2024Q1: 376 shares; 2024Q2: 376 shares; 2024Q3: 376 shares; 2024Q4: 376 shares 376 $32K <0.01% 0 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: 235 shares; 2023Q4: 235 shares; 2024Q1: 235 shares; 2024Q2: 235 shares; 2024Q3: 243 shares; 2024Q4: 243 shares 243 $31K <0.01% 0 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: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 225 shares 225 $28K <0.01% +100 Timeline BYRN BYRNA TECHNOLOGIES INC More: the full row for BYRNA TECHNOLOGIES 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 $28K <0.01% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 956 shares; 2023Q4: 956 shares; 2024Q1: 956 shares; 2024Q2: 956 shares; 2024Q3: 914 shares; 2024Q4: 914 shares 914 $28K <0.01% 0 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $27K <0.01% 0 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: 264 shares; 2023Q4: 264 shares; 2024Q1: 264 shares; 2024Q2: 264 shares; 2024Q3: 264 shares; 2024Q4: 264 shares 264 $26K <0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 199 shares; 2024Q3: 100 shares; 2024Q4: 500 shares 500 $26K <0.01% +400 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $26K <0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 386 shares; 2023Q4: 430 shares; 2024Q1: 198 shares; 2024Q2: 230 shares; 2024Q3: 244 shares; 2024Q4: 253 shares 253 $25K <0.01% +9 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares 75 $24K <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: 294 shares; 2023Q4: 294 shares; 2024Q1: 294 shares; 2024Q2: 294 shares; 2024Q3: 294 shares; 2024Q4: 294 shares 294 $24K <0.01% 0 Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 816 shares; 2023Q4: 408 shares; 2024Q1: 408 shares; 2024Q2: 408 shares; 2024Q3: 408 shares; 2024Q4: 408 shares 408 $24K <0.01% 0 Timeline STPZ 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: 728 shares; 2023Q4: 477 shares; 2024Q1: 477 shares; 2024Q2: 477 shares; 2024Q3: 477 shares; 2024Q4: 477 shares 477 $24K <0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 162 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $23K <0.01% 0 Timeline FULC FULCRUM THERAPEUTICS INC More: the full row for FULCRUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,000 shares; 2023Q4: 5,000 shares; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares 5,000 $23K <0.01% 0 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: 500 shares; 2023Q4: 500 shares; 2024Q1: 501 shares; 2024Q2: 501 shares; 2024Q3: 501 shares; 2024Q4: 502 shares 502 $22K <0.01% +1 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: 304 shares; 2023Q4: 304 shares; 2024Q1: 254 shares; 2024Q2: 254 shares; 2024Q3: 258 shares; 2024Q4: 807 shares 807 $22K <0.01% +549 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 204 shares; 2023Q4: 239 shares; 2024Q1: 252 shares; 2024Q2: 259 shares; 2024Q3: 254 shares; 2024Q4: 167 shares 167 $21K <0.01% -87 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: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $21K <0.01% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 313 shares; 2023Q4: 313 shares; 2024Q1: 313 shares; 2024Q2: 313 shares; 2024Q3: 313 shares; 2024Q4: 313 shares 313 $21K <0.01% 0 Timeline MCS MARCUS CORP DEL More: the full row for MARCUS CORP 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: not reported; 2024Q3: not reported; 2024Q4: 1,000 shares 1,000 $21K <0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 48 shares; 2023Q4: 48 shares; 2024Q1: 48 shares; 2024Q2: 48 shares; 2024Q3: 48 shares; 2024Q4: 48 shares 48 $20K <0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 41 shares; 2023Q4: 41 shares; 2024Q1: 41 shares; 2024Q2: 41 shares; 2024Q3: 41 shares; 2024Q4: 41 shares 41 $20K <0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 754 shares; 2023Q4: 733 shares; 2024Q1: 689 shares; 2024Q2: 689 shares; 2024Q3: 546 shares; 2024Q4: 540 shares 540 $20K <0.01% -6 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 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 $20K <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: 626 shares; 2023Q4: 216 shares; 2024Q1: 216 shares; 2024Q2: 216 shares; 2024Q3: 216 shares; 2024Q4: 216 shares 216 $19K <0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,849 shares; 2023Q4: 8,511 shares; 2024Q1: 8,552 shares; 2024Q2: 677 shares; 2024Q3: 639 shares; 2024Q4: 278 shares 278 $19K <0.01% -361 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 399 shares; 2024Q4: 400 shares 400 $19K <0.01% +1 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT 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: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares 75 $19K <0.01% 0 Timeline XT 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: 322 shares; 2023Q4: 322 shares; 2024Q1: 322 shares; 2024Q2: 322 shares; 2024Q3: 322 shares; 2024Q4: 322 shares 322 $19K <0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 295 shares; 2023Q4: 102 shares; 2024Q1: 108 shares; 2024Q2: 108 shares; 2024Q3: 108 shares; 2024Q4: 106 shares 106 $18K <0.01% -2 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: 129 shares; 2023Q4: 129 shares; 2024Q1: 139 shares; 2024Q2: 139 shares; 2024Q3: 139 shares; 2024Q4: 139 shares 139 $18K <0.01% 0 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART 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: 300 shares; 2024Q4: 300 shares 300 $18K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares 75 $17K <0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 860 shares; 2023Q4: 862 shares; 2024Q1: 842 shares; 2024Q2: 843 shares; 2024Q3: 1,239 shares; 2024Q4: 245 shares 245 $17K <0.01% -994 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: 193 shares; 2023Q4: 84 shares; 2024Q1: 84 shares; 2024Q2: 79 shares; 2024Q3: 79 shares; 2024Q4: 79 shares 79 $17K <0.01% 0 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: not reported; 2023Q4: not reported; 2024Q1: 279 shares; 2024Q2: 318 shares; 2024Q3: 341 shares; 2024Q4: 349 shares 349 $17K <0.01% +8 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: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares 50 $16K <0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 63 shares; 2023Q4: 63 shares; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 63 shares; 2024Q4: 63 shares 63 $16K <0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 600 shares; 2024Q3: 890 shares; 2024Q4: 790 shares 790 $15K <0.01% -100 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,667 shares; 2023Q4: 265 shares; 2024Q1: 265 shares; 2024Q2: 265 shares; 2024Q3: 265 shares; 2024Q4: 265 shares 265 $15K <0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 227 shares; 2023Q4: 227 shares; 2024Q1: 227 shares; 2024Q2: 227 shares; 2024Q3: 227 shares; 2024Q4: 227 shares 227 $15K <0.01% 0 Timeline EFAV 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: 205 shares; 2023Q4: 205 shares; 2024Q1: 205 shares; 2024Q2: 205 shares; 2024Q3: 205 shares; 2024Q4: 205 shares 205 $14K <0.01% 0 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,767 shares; 2023Q4: 1,767 shares; 2024Q1: 1,767 shares; 2024Q2: 1,767 shares; 2024Q3: 1,767 shares; 2024Q4: 1,767 shares 1,767 $14K <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: 497 shares; 2023Q4: 310 shares; 2024Q1: 310 shares; 2024Q2: 310 shares; 2024Q3: 310 shares; 2024Q4: 310 shares 310 $13K <0.01% 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: 203 shares; 2023Q4: 138 shares; 2024Q1: 138 shares; 2024Q2: 3,138 shares; 2024Q3: 138 shares; 2024Q4: 138 shares 138 $13K <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: 113 shares; 2023Q4: 113 shares; 2024Q1: 113 shares; 2024Q2: 113 shares; 2024Q3: 113 shares; 2024Q4: 113 shares 113 $13K <0.01% 0 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 190 shares; 2023Q4: 190 shares; 2024Q1: 190 shares; 2024Q2: 190 shares; 2024Q3: 190 shares; 2024Q4: 190 shares 190 $13K <0.01% 0 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 410 shares; 2023Q4: 410 shares; 2024Q1: 410 shares; 2024Q2: 410 shares; 2024Q3: 410 shares; 2024Q4: 410 shares 410 $13K <0.01% 0 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS 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 $12K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 516 shares; 2023Q4: 440 shares; 2024Q1: 440 shares; 2024Q2: 440 shares; 2024Q3: 440 shares; 2024Q4: 440 shares 440 $12K <0.01% 0 Timeline MDYV 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 155 shares 155 $12K <0.01% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 134 shares 134 $12K <0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 162 shares; 2024Q1: 162 shares; 2024Q2: 162 shares; 2024Q3: 162 shares; 2024Q4: 162 shares 162 $11K <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 400 shares 400 $11K <0.01% +300 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares; 2024Q2: 49 shares; 2024Q3: 49 shares; 2024Q4: 49 shares 49 $11K <0.01% 0 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: 113 shares; 2023Q4: 113 shares; 2024Q1: 113 shares; 2024Q2: 114 shares; 2024Q3: 114 shares; 2024Q4: 114 shares 114 $11K <0.01% 0 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: 1,309 shares; 2023Q4: 1,309 shares; 2024Q1: 1,309 shares; 2024Q2: 1,309 shares; 2024Q3: 1,309 shares; 2024Q4: 1,309 shares 1,309 $11K <0.01% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,066 shares; 2023Q4: 799 shares; 2024Q1: 799 shares; 2024Q2: 533 shares; 2024Q3: 533 shares; 2024Q4: 533 shares 533 $10K <0.01% 0 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: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $10K <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: 10 shares 10 $10K <0.01% new 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: 129 shares; 2023Q4: 129 shares; 2024Q1: 129 shares; 2024Q2: 57 shares; 2024Q3: 57 shares; 2024Q4: 57 shares 57 $10K <0.01% 0 Timeline VDE 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: 84 shares; 2023Q4: 84 shares; 2024Q1: 84 shares; 2024Q2: 84 shares; 2024Q3: 84 shares; 2024Q4: 84 shares 84 $10K <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 119 shares; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: 119 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $10K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 113 shares; 2023Q4: 113 shares; 2024Q1: 113 shares; 2024Q2: 113 shares; 2024Q3: 113 shares; 2024Q4: 113 shares 113 $10K <0.01% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 72 shares 72 $10K <0.01% 0 Timeline GSIE 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: 979 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 306 shares; 2024Q4: 306 shares 306 $10K <0.01% 0 Timeline NORDSTROM INC NORDSTROM INC More: the full row for NORDSTROM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 418 shares; 2023Q4: 418 shares; 2024Q1: 418 shares; 2024Q2: 418 shares; 2024Q3: 418 shares; 2024Q4: 418 shares 418 $10K <0.01% 0 FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 418 shares; 2023Q4: 418 shares; 2024Q1: 418 shares; 2024Q2: 418 shares; 2024Q3: 418 shares; 2024Q4: 418 shares 418 $9K <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: 582 shares; 2023Q4: 254 shares; 2024Q1: 254 shares; 2024Q2: 242 shares; 2024Q3: 242 shares; 2024Q4: 242 shares 242 $9K <0.01% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 252 shares; 2023Q4: 253 shares; 2024Q1: 287 shares; 2024Q2: 297 shares; 2024Q3: 297 shares; 2024Q4: 309 shares 309 $9K <0.01% +12 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 221 shares; 2023Q4: 221 shares; 2024Q1: 221 shares; 2024Q2: 221 shares; 2024Q3: 221 shares; 2024Q4: 221 shares 221 $9K <0.01% 0 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 85 shares 85 $8K <0.01% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $8K <0.01% 0 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: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 12 shares 12 $8K <0.01% 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: 942 shares; 2023Q4: 943 shares; 2024Q1: 892 shares; 2024Q2: 893 shares; 2024Q3: 874 shares; 2024Q4: 874 shares 874 $8K <0.01% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 375 shares; 2023Q4: 375 shares; 2024Q1: 375 shares; 2024Q2: 375 shares; 2024Q3: 375 shares; 2024Q4: 375 shares 375 $8K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 102 shares; 2023Q4: 102 shares; 2024Q1: 102 shares; 2024Q2: 102 shares; 2024Q3: 102 shares; 2024Q4: 102 shares 102 $8K <0.01% 0 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY INC 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 $8K <0.01% 0 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: 192 shares; 2023Q4: 192 shares; 2024Q1: 192 shares; 2024Q2: 192 shares; 2024Q3: 692 shares; 2024Q4: 192 shares 192 $7K <0.01% -500 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: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 35 shares; 2024Q3: 34 shares; 2024Q4: 46 shares 46 $7K <0.01% +12 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 146 shares; 2023Q4: 146 shares; 2024Q1: 146 shares; 2024Q2: 146 shares; 2024Q3: 146 shares; 2024Q4: 146 shares 146 $7K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $7K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 73 shares; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: 68 shares; 2024Q3: 68 shares; 2024Q4: 68 shares 68 $7K <0.01% 0 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 52 shares; 2023Q4: 30 shares; 2024Q1: 145 shares; 2024Q2: 52 shares; 2024Q3: 53 shares; 2024Q4: 53 shares 53 $7K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46 shares; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: 46 shares; 2024Q3: 46 shares; 2024Q4: 46 shares 46 $6K <0.01% 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 206 shares; 2024Q3: 206 shares; 2024Q4: 206 shares 206 $6K <0.01% 0 Timeline REVELYST INC REVELYST INC More: the full row for REVELYST 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: 324 shares 324 $6K <0.01% new 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: not reported; 2023Q4: not reported; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: 8 shares 8 $5K <0.01% 0 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: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 25 shares; 2024Q4: 26 shares 26 $5K <0.01% +1 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: not reported; 2023Q4: not reported; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares 10 $5K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 379 shares; 2023Q4: 380 shares; 2024Q1: 380 shares; 2024Q2: 380 shares; 2024Q3: 380 shares; 2024Q4: 380 shares 380 $5K <0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $5K <0.01% 0 Timeline IWN 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: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 31 shares; 2024Q4: 31 shares 31 $5K <0.01% 0 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: 64 shares; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: 64 shares; 2024Q3: 55 shares; 2024Q4: 58 shares 58 $4K <0.01% +3 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36 shares; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 36 shares; 2024Q4: 36 shares 36 $4K <0.01% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 43 shares; 2023Q4: 43 shares; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 43 shares; 2024Q4: 43 shares 43 $4K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 392 shares; 2024Q2: 392 shares; 2024Q3: 392 shares; 2024Q4: 392 shares 392 $4K <0.01% 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: not reported; 2024Q3: not reported; 2024Q4: 15 shares 15 $4K <0.01% new 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: 72 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 72 shares 72 $4K <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: 7 shares; 2024Q3: 7 shares; 2024Q4: 10 shares 10 $3K <0.01% +3 Timeline IMCG 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: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 42 shares 42 $3K <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: 47 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 47 shares; 2024Q3: 47 shares; 2024Q4: 47 shares 47 $3K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 620 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares 70 $3K <0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 44 shares; 2023Q4: 44 shares; 2024Q1: 44 shares; 2024Q2: 44 shares; 2024Q3: 44 shares; 2024Q4: 44 shares 44 $3K <0.01% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares 175 $3K <0.01% 0 Timeline GEM 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: 210 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 104 shares; 2024Q4: 104 shares 104 $3K <0.01% 0 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: 29 shares; 2023Q4: 29 shares; 2024Q1: 29 shares; 2024Q2: 29 shares; 2024Q3: 29 shares; 2024Q4: 29 shares 29 $2K <0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN 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: 5 shares; 2024Q4: 25 shares 25 $2K <0.01% +20 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 945 shares; 2023Q4: 945 shares; 2024Q1: 1,045 shares; 2024Q2: 945 shares; 2024Q3: 45 shares; 2024Q4: 45 shares 45 $2K <0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 43 shares; 2023Q4: 43 shares; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 43 shares; 2024Q4: 43 shares 43 $2K <0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 432 shares; 2023Q4: 333 shares; 2024Q1: 7 shares; 2024Q2: not reported; 2024Q3: 15 shares; 2024Q4: 15 shares 15 $2K <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: 93 shares; 2023Q4: 49 shares; 2024Q1: 49 shares; 2024Q2: 47 shares; 2024Q3: 41 shares; 2024Q4: 41 shares 41 $2K <0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 64 shares; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: 64 shares; 2024Q3: 64 shares; 2024Q4: 64 shares 64 $2K <0.01% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP 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: 43 shares 43 $2K <0.01% new Timeline MLRG 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: 36 shares; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 36 shares; 2024Q4: 36 shares 36 $2K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 81 shares; 2023Q4: 81 shares; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 80 shares 80 $2K <0.01% 0 Timeline MLCO MELCO RESORTS AND ENTMNT LTD More: the full row for MELCO RESORTS AND ENTMNT LTD 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 $2K <0.01% 0 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: 1,553 shares; 2023Q4: 1,253 shares; 2024Q1: 53 shares; 2024Q2: 10,053 shares; 2024Q3: 2,803 shares; 2024Q4: 53 shares 53 $1K <0.01% -2,750 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: not reported; 2023Q4: not reported; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares 10 $1K <0.01% 0 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4 shares; 2024Q4: 7 shares 7 $1K <0.01% +3 Timeline VAW 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: 9 shares; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 9 shares 9 $1K <0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 35 shares 35 $1K <0.01% 0 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED 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 $1K <0.01% 0 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES 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: 61 shares; 2024Q3: 61 shares; 2024Q4: 61 shares 61 $1K <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: 47 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 3,047 shares; 2024Q3: 47 shares; 2024Q4: 47 shares 47 $1K <0.01% 0 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: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 35 shares 35 $1K <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: 72 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 72 shares 72 $1K <0.01% 0 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 137 shares; 2023Q4: 137 shares; 2024Q1: 137 shares; 2024Q2: 137 shares; 2024Q3: 137 shares; 2024Q4: 137 shares 137 $1K <0.01% 0 BITO 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: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares 50 $1K <0.01% 0 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: 7 shares; 2024Q2: 10 shares; 2024Q3: 15 shares; 2024Q4: 22 shares 22 $1K <0.01% +7 Timeline MDYG 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20 shares 20 $1K <0.01% new Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC 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: 23 shares; 2024Q3: 23 shares; 2024Q4: 23 shares 23 $1K <0.01% 0 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 59 shares; 2024Q2: 59 shares; 2024Q3: 59 shares; 2024Q4: 59 shares 59 $1K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 7 shares 7 $0 0% 0 Value filed as zero, left out of ratios. Timeline AVDS 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: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares 10 $0 0% 0 Value filed as zero, left out of ratios. 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: 38 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 15 shares 15 $0 0% 0 Value filed as zero, left out of ratios. Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 28 shares; 2023Q4: 28 shares; 2024Q1: 28 shares; 2024Q2: 0 shares; 2024Q3: 0 shares; 2024Q4: 0 shares 0 $0 0% 0 Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED 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: 60 shares 60 $0 0% new Value filed as zero, left out of ratios. Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares 10 $0 0% 0 Value filed as zero, left out of ratios. 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: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 9 shares 9 $0 0% +4 Value filed as zero, left out of ratios. 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: 8 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: 8 shares 8 $0 0% 0 Value filed as zero, left out of ratios. Timeline FVRR FIVERR INTL LTD More: the full row for FIVERR INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares 25 $0 0% 0 Value filed as zero, left out of ratios. Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares 5 $0 0% 0 Value filed as zero, left out of ratios. Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: 13 shares 13 $0 0% 0 Value filed as zero, left out of ratios. Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16 shares; 2023Q4: 16 shares; 2024Q1: 16 shares; 2024Q2: 16 shares; 2024Q3: 16 shares; 2024Q4: 16 shares 16 $0 0% 0 Value filed as zero, left out of ratios. 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 84 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 677 shares; 2024Q4: 12 shares 12 $0 0% -665 Value filed as zero, left out of ratios. 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: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares 10 $0 0% 0 Value filed as zero, left out of ratios. Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 11 shares 11 $0 0% +1 Value filed as zero, left out of ratios. Timeline LUCID GROUP INC LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares 5 $0 0% 0 Value filed as zero, left out of ratios. 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: 12 shares 12 $0 0% new Value filed as zero, left out of ratios. Timeline UNITED STATES STL CORP NEW UNITED STATES STL CORP NEW More: the full row for UNITED STATES STL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares 4 $0 0% 0 Value filed as zero, left out of ratios. 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: 154 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 100 shares 100 $0 0% new Value filed as zero, left out of ratios. Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36 shares; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 36 shares; 2024Q4: 36 shares 36 $0 0% 0 Value filed as zero, left out of ratios. Timeline SES SES AI CORPORATION More: the full row for SES AI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares 250 $0 0% 0 Value filed as zero, left out of ratios. Timeline ASIX ADVANSIX INC More: the full row for ADVANSIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares 14 $0 0% 0 Value filed as zero, left out of ratios. Timeline PHIN PHINIA INC More: the full row for PHINIA INC 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 $0 0% 0 Value filed as zero, left out of ratios. Timeline GSSC 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: 57 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11 shares; 2024Q4: 11 shares 11 $0 0% 0 Value filed as zero, left out of ratios. Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP 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: 7 shares 7 $0 0% 0 Value filed as zero, left out of ratios. Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares 2 $0 0% 0 Value filed as zero, left out of ratios. BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP 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 $0 0% 0 Value filed as zero, left out of ratios. SGMO SANGAMO THERAPEUTICS INC More: the full row for SANGAMO THERAPEUTICS 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: 65 shares 65 $0 0% new Value filed as zero, left out of ratios. Timeline MTUS METALLUS INC More: the full row for METALLUS 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: 22 shares; 2024Q4: 22 shares 22 $0 0% 0 Value filed as zero, left out of ratios. Timeline MAGS 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7 shares 7 $0 0% new Value filed as zero, left out of ratios. Timeline SNDL SNDL INC More: the full row for SNDL 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: 40 shares; 2024Q3: 40 shares; 2024Q4: 40 shares 40 $0 0% 0 Value filed as zero, left out of ratios. Timeline VATE INNOVATE CORP More: the full row for INNOVATE 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: 100 shares; 2024Q4: 100 shares 100 $0 0% 0 Value filed as zero, left out of ratios. Timeline GSEU 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: not reported; 2024Q3: 21 shares; 2024Q4: 21 shares 21 $0 0% 0 Value filed as zero, left out of ratios. Timeline MINN TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG 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: 40 shares 40 $0 0% new Value filed as zero, left out of ratios. Timeline