DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,796,599 shares; 2022Q4: 5,384,892 shares; 2023Q1: 5,074,133 shares; 2023Q2: 5,640,457 shares; 2023Q3: 6,234,273 shares; 2023Q4: 7,332,654 shares 7,332,654 $214M 21.29% +1,098,381 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 190,540 shares; 2023Q2: 857,270 shares; 2023Q3: 1,632,359 shares; 2023Q4: 2,460,176 shares 2,460,176 $113M 11.26% +827,817 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 951,434 shares; 2022Q4: 1,261,209 shares; 2023Q1: 895,983 shares; 2023Q2: 743,870 shares; 2023Q3: 597,155 shares; 2023Q4: 784,225 shares 784,225 $60.7M 6.03% +187,070 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 673,701 shares; 2022Q4: 696,455 shares; 2023Q1: 687,885 shares; 2023Q2: 625,307 shares; 2023Q3: 575,457 shares; 2023Q4: 531,692 shares 531,692 $50.4M 5% -43,765 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 119,807 shares; 2023Q2: 724,239 shares; 2023Q3: 1,243,882 shares; 2023Q4: 1,855,612 shares 1,855,612 $48.2M 4.79% +611,730 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 32,538 shares; 2022Q4: 34,242 shares; 2023Q1: 196,509 shares; 2023Q2: 595,976 shares; 2023Q3: 1,118,756 shares; 2023Q4: 1,807,336 shares 1,807,336 $43.6M 4.33% +688,580 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 47,476 shares; 2022Q4: 50,183 shares; 2023Q1: 174,153 shares; 2023Q2: 482,039 shares; 2023Q3: 865,399 shares; 2023Q4: 1,301,061 shares 1,301,061 $37.3M 3.7% +435,662 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 24,074 shares; 2022Q4: 159,053 shares; 2023Q1: 23,895 shares; 2023Q2: 28,093 shares; 2023Q3: 24,111 shares; 2023Q4: 161,707 shares 161,707 $31.1M 3.09% +137,596 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 257,162 shares; 2022Q4: 375,023 shares; 2023Q1: 305,665 shares; 2023Q2: 244,859 shares; 2023Q3: 195,546 shares; 2023Q4: 208,742 shares 208,742 $30.7M 3.05% +13,196 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 204,656 shares; 2022Q4: 943,336 shares; 2023Q1: 463,512 shares; 2023Q2: 362,240 shares; 2023Q3: 312,371 shares; 2023Q4: 533,614 shares 533,614 $27.6M 2.74% +221,243 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 537,526 shares; 2022Q4: 565,937 shares; 2023Q1: 584,411 shares; 2023Q2: 584,407 shares; 2023Q3: 593,180 shares; 2023Q4: 531,878 shares 531,878 $25.4M 2.52% -61,302 Timeline BAB 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 81,972 shares; 2023Q2: 400,735 shares; 2023Q3: 630,029 shares; 2023Q4: 898,275 shares 898,275 $24.2M 2.4% +268,246 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,266,258 shares; 2022Q4: 915,657 shares; 2023Q1: 1,979,163 shares; 2023Q2: 1,473,806 shares; 2023Q3: 1,114,426 shares; 2023Q4: 719,976 shares 719,976 $18.2M 1.81% -394,450 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 563,262 shares; 2023Q1: 515,455 shares; 2023Q2: 501,021 shares; 2023Q3: 481,947 shares; 2023Q4: 541,582 shares 541,582 $18M 1.79% +59,635 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 605,498 shares; 2022Q4: 921,951 shares; 2023Q1: 549,138 shares; 2023Q2: 420,005 shares; 2023Q3: 335,008 shares; 2023Q4: 524,539 shares 524,539 $16.8M 1.67% +189,531 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 63,506 shares; 2022Q4: 61,246 shares; 2023Q1: 61,248 shares; 2023Q2: 61,195 shares; 2023Q3: 61,064 shares; 2023Q4: 60,915 shares 60,915 $16M 1.59% -149 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 16,583 shares; 2022Q4: 19,073 shares; 2023Q1: 19,097 shares; 2023Q2: 18,753 shares; 2023Q3: 21,140 shares; 2023Q4: 32,055 shares 32,055 $15.3M 1.52% +10,915 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,165,903 shares; 2022Q4: 1,165,432 shares; 2023Q1: 1,080,383 shares; 2023Q2: 889,972 shares; 2023Q3: 766,136 shares; 2023Q4: 488,248 shares 488,248 $12M 1.19% -277,888 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 375,212 shares; 2022Q4: 360,155 shares; 2023Q1: 329,683 shares; 2023Q2: 262,151 shares; 2023Q3: 212,368 shares; 2023Q4: 136,268 shares 136,268 $10.3M 1.02% -76,100 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 66,679 shares; 2022Q4: 142,157 shares; 2023Q1: 134,581 shares; 2023Q2: 118,136 shares; 2023Q3: 113,374 shares; 2023Q4: 89,267 shares 89,267 $9.68M 0.96% -24,107 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 23,918 shares; 2022Q4: 24,254 shares; 2023Q1: 24,304 shares; 2023Q2: 26,122 shares; 2023Q3: 24,705 shares; 2023Q4: 25,060 shares 25,060 $9.42M 0.94% +355 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 614,192 shares; 2022Q4: 477,120 shares; 2023Q1: 453,425 shares; 2023Q2: 326,280 shares; 2023Q3: 251,960 shares; 2023Q4: 174,869 shares 174,869 $8.93M 0.89% -77,091 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 249,623 shares; 2022Q4: 248,392 shares; 2023Q1: 242,056 shares; 2023Q2: 226,228 shares; 2023Q3: 226,249 shares; 2023Q4: 225,036 shares 225,036 $8.38M 0.83% -1,213 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 79,957 shares; 2022Q4: 93,777 shares; 2023Q1: 92,541 shares; 2023Q2: 95,001 shares; 2023Q3: 94,482 shares; 2023Q4: 166,583 shares 166,583 $7.98M 0.79% +72,101 Timeline PRF 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 46,778 shares; 2022Q4: 46,454 shares; 2023Q1: 46,354 shares; 2023Q2: 46,315 shares; 2023Q3: 227,647 shares; 2023Q4: 224,639 shares 224,639 $7.91M 0.79% -3,008 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 22,675 shares; 2022Q4: 20,404 shares; 2023Q1: 20,535 shares; 2023Q2: 31,132 shares; 2023Q3: 30,035 shares; 2023Q4: 31,452 shares 31,452 $7.46M 0.74% +1,417 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 61,999 shares; 2022Q4: 141,892 shares; 2023Q1: 133,368 shares; 2023Q2: 111,400 shares; 2023Q3: 99,502 shares; 2023Q4: 78,314 shares 78,314 $6.92M 0.69% -21,188 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 74,113 shares; 2022Q4: 83,336 shares; 2023Q1: 77,609 shares; 2023Q2: 73,841 shares; 2023Q3: 73,035 shares; 2023Q4: 64,337 shares 64,337 $6.75M 0.67% -8,698 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,742,643 shares; 2022Q4: 1,812,041 shares; 2023Q1: 1,696,455 shares; 2023Q2: 1,200,493 shares; 2023Q3: 818,372 shares; 2023Q4: 295,298 shares 295,298 $6.09M 0.6% -523,074 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,371 shares; 2022Q4: 8,905 shares; 2023Q1: 9,786 shares; 2023Q2: 9,239 shares; 2023Q3: 9,221 shares; 2023Q4: 9,973 shares 9,973 $4.74M 0.47% +752 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,845 shares; 2022Q4: 52,829 shares; 2023Q1: 52,871 shares; 2023Q2: 51,467 shares; 2023Q3: 46,323 shares; 2023Q4: 38,490 shares 38,490 $4.06M 0.4% -7,833 Timeline PRFZ 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 17,143 shares; 2022Q4: 17,238 shares; 2023Q1: 17,237 shares; 2023Q2: 17,107 shares; 2023Q3: 85,530 shares; 2023Q4: 84,872 shares 84,872 $3.18M 0.32% -658 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 33,084 shares; 2022Q4: 32,462 shares; 2023Q1: 31,070 shares; 2023Q2: 43,794 shares; 2023Q3: 44,349 shares; 2023Q4: 76,274 shares 76,274 $3.13M 0.31% +31,925 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 81,639 shares; 2022Q4: 81,055 shares; 2023Q1: 81,061 shares; 2023Q2: 83,681 shares; 2023Q3: 82,129 shares; 2023Q4: 81,033 shares 81,033 $2.78M 0.28% -1,096 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 18,801 shares; 2022Q4: 19,016 shares; 2023Q1: 18,242 shares; 2023Q2: 18,060 shares; 2023Q3: 16,609 shares; 2023Q4: 18,256 shares 18,256 $2.77M 0.28% +1,647 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 16,989 shares; 2022Q4: 16,671 shares; 2023Q1: 16,561 shares; 2023Q2: 16,566 shares; 2023Q3: 16,554 shares; 2023Q4: 16,569 shares 16,569 $2.74M 0.27% +15 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,006 shares; 2022Q4: 2,462 shares; 2023Q1: 12,729 shares; 2023Q2: 36,636 shares; 2023Q3: 42,521 shares; 2023Q4: 41,836 shares 41,836 $2.42M 0.24% -685 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 51,041 shares; 2022Q4: 48,373 shares; 2023Q1: 47,564 shares; 2023Q2: 48,858 shares; 2023Q3: 45,407 shares; 2023Q4: 43,713 shares 43,713 $2.21M 0.22% -1,694 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 19,215 shares; 2022Q4: 19,249 shares; 2023Q1: 19,221 shares; 2023Q2: 19,501 shares; 2023Q3: 19,344 shares; 2023Q4: 20,148 shares 20,148 $2.18M 0.22% +804 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 40,066 shares; 2022Q4: 38,889 shares; 2023Q1: 34,040 shares; 2023Q2: 35,159 shares; 2023Q3: 35,163 shares; 2023Q4: 35,167 shares 35,167 $2.1M 0.21% +4 Timeline PXF 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 45,572 shares; 2022Q4: 45,573 shares; 2023Q1: 44,864 shares; 2023Q2: 43,786 shares; 2023Q3: 41,952 shares; 2023Q4: 41,952 shares 41,952 $1.99M 0.2% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 10,017 shares; 2022Q4: 7,899 shares; 2023Q1: 7,931 shares; 2023Q2: 21,756 shares; 2023Q3: 28,207 shares; 2023Q4: 25,765 shares 25,765 $1.96M 0.19% -2,442 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 33,997 shares; 2022Q4: 35,277 shares; 2023Q1: 34,972 shares; 2023Q2: 24,786 shares; 2023Q3: 24,711 shares; 2023Q4: 25,183 shares 25,183 $1.9M 0.19% +472 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 961 shares; 2022Q4: 956 shares; 2023Q1: 941 shares; 2023Q2: 941 shares; 2023Q3: 1,157 shares; 2023Q4: 6,438 shares 6,438 $1.78M 0.18% +5,281 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 13,874 shares; 2022Q4: 14,634 shares; 2023Q1: 14,730 shares; 2023Q2: 243 shares; 2023Q3: 33 shares; 2023Q4: 16,208 shares 16,208 $1.67M 0.17% +16,175 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 15,251 shares; 2022Q4: 16,488 shares; 2023Q1: 16,500 shares; 2023Q2: 16,621 shares; 2023Q3: 15,694 shares; 2023Q4: 10,694 shares 10,694 $1.6M 0.16% -5,000 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,495 shares; 2022Q4: 4,434 shares; 2023Q1: 4,452 shares; 2023Q2: 4,299 shares; 2023Q3: 4,261 shares; 2023Q4: 4,299 shares 4,299 $1.53M 0.15% +38 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,781 shares; 2022Q4: 3,666 shares; 2023Q1: 3,172 shares; 2023Q2: 1,967 shares; 2023Q3: 2,316 shares; 2023Q4: 3,688 shares 3,688 $1.51M 0.15% +1,372 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,498 shares; 2022Q4: 2,487 shares; 2023Q1: 2,468 shares; 2023Q2: 6,340 shares; 2023Q3: 6,068 shares; 2023Q4: 6,070 shares 6,070 $1.41M 0.14% +2 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 41,155 shares 41,155 $1.32M 0.13% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,245 shares; 2022Q4: 1,312 shares; 2023Q1: 1,376 shares; 2023Q2: 1,281 shares; 2023Q3: 1,815 shares; 2023Q4: 3,010 shares 3,010 $1.31M 0.13% +1,195 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,056 shares; 2022Q4: 2,155 shares; 2023Q1: 2,144 shares; 2023Q2: 2,156 shares; 2023Q3: 1,884 shares; 2023Q4: 1,971 shares 1,971 $1.3M 0.13% +87 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,039 shares; 2022Q4: 8,040 shares; 2023Q1: 7,545 shares; 2023Q2: 7,545 shares; 2023Q3: 7,545 shares; 2023Q4: 7,120 shares 7,120 $1.3M 0.13% -425 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 23,973 shares; 2022Q4: 21,795 shares; 2023Q1: 22,413 shares; 2023Q2: 17,502 shares; 2023Q3: 16,808 shares; 2023Q4: 22,206 shares 22,206 $1.25M 0.12% +5,398 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,631 shares; 2022Q4: 3,240 shares; 2023Q1: 3,209 shares; 2023Q2: 3,012 shares; 2023Q3: 1,862 shares; 2023Q4: 2,476 shares 2,476 $1.23M 0.12% +614 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,069 shares; 2022Q4: 6,001 shares; 2023Q1: 5,990 shares; 2023Q2: 5,887 shares; 2023Q3: 5,887 shares; 2023Q4: 5,957 shares 5,957 $1.2M 0.12% +70 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,972 shares; 2022Q4: 4,989 shares; 2023Q1: 5,086 shares; 2023Q2: 4,544 shares; 2023Q3: 4,613 shares; 2023Q4: 5,592 shares 5,592 $1.19M 0.12% +979 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,401 shares; 2022Q4: 20,803 shares; 2023Q1: 20,803 shares; 2023Q2: 19,909 shares; 2023Q3: 19,909 shares; 2023Q4: 19,909 shares 19,909 $1.15M 0.11% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,319 shares; 2022Q4: 6,255 shares; 2023Q1: 6,388 shares; 2023Q2: 6,921 shares; 2023Q3: 6,701 shares; 2023Q4: 7,192 shares 7,192 $1.13M 0.11% +491 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,826 shares; 2022Q4: 12,510 shares; 2023Q1: 12,531 shares; 2023Q2: 12,549 shares; 2023Q3: 12,549 shares; 2023Q4: 12,591 shares 12,591 $1.06M 0.11% +42 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,906 shares; 2022Q4: 4,916 shares; 2023Q1: 5,081 shares; 2023Q2: 5,089 shares; 2023Q3: 4,871 shares; 2023Q4: 4,837 shares 4,837 $1.06M 0.1% -34 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,755 shares; 2022Q4: 8,756 shares; 2023Q1: 8,756 shares; 2023Q2: 8,756 shares; 2023Q3: 8,756 shares; 2023Q4: 8,756 shares 8,756 $998K 0.1% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 23,091 shares; 2022Q4: 32,484 shares; 2023Q1: 31,149 shares; 2023Q2: 33,050 shares; 2023Q3: 18,160 shares; 2023Q4: 9,874 shares 9,874 $980K 0.1% -8,286 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 32,820 shares; 2022Q4: 31,160 shares; 2023Q1: 29,740 shares; 2023Q2: 27,187 shares; 2023Q3: 24,267 shares; 2023Q4: 20,456 shares 20,456 $979K 0.1% -3,811 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 22,164 shares; 2022Q4: 37,437 shares; 2023Q1: 29,988 shares; 2023Q2: 33,332 shares; 2023Q3: 33,366 shares; 2023Q4: 33,594 shares 33,594 $930K 0.09% +228 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 17,133 shares; 2022Q4: 17,133 shares; 2023Q1: 16,033 shares; 2023Q2: 15,690 shares; 2023Q3: 15,458 shares; 2023Q4: 15,123 shares 15,123 $868K 0.09% -335 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 112 shares; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 1,722 shares; 2023Q3: 4,241 shares; 2023Q4: 5,259 shares 5,259 $865K 0.09% +1,018 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,488 shares; 2022Q4: 2,489 shares; 2023Q1: 2,489 shares; 2023Q2: 2,875 shares; 2023Q3: 2,659 shares; 2023Q4: 2,694 shares 2,694 $817K 0.08% +35 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,152 shares; 2022Q4: 2,147 shares; 2023Q1: 2,183 shares; 2023Q2: 3,177 shares; 2023Q3: 3,177 shares; 2023Q4: 2,737 shares 2,737 $812K 0.08% -440 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,486 shares; 2022Q4: 3,487 shares; 2023Q1: 3,630 shares; 2023Q2: 3,630 shares; 2023Q3: 3,630 shares; 2023Q4: 3,631 shares 3,631 $811K 0.08% +1 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,490 shares; 2022Q4: 7,976 shares; 2023Q1: 7,897 shares; 2023Q2: 7,618 shares; 2023Q3: 6,896 shares; 2023Q4: 7,936 shares 7,936 $762K 0.08% +1,040 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 435 shares; 2023Q3: 435 shares; 2023Q4: 14,947 shares 14,947 $754K 0.07% +14,512 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,957 shares; 2022Q4: 2,961 shares; 2023Q1: 2,963 shares; 2023Q2: 2,967 shares; 2023Q3: 3,077 shares; 2023Q4: 3,081 shares 3,081 $693K 0.07% +4 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25,132 shares; 2022Q4: 24,982 shares; 2023Q1: 24,600 shares; 2023Q2: 24,135 shares; 2023Q3: 22,582 shares; 2023Q4: 21,475 shares 21,475 $682K 0.07% -1,107 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,150 shares; 2022Q4: 4,750 shares; 2023Q1: 4,610 shares; 2023Q2: 7,050 shares; 2023Q3: 4,590 shares; 2023Q4: 4,820 shares 4,820 $679K 0.07% +230 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,290 shares; 2022Q4: 4,251 shares; 2023Q1: 4,313 shares; 2023Q2: 4,454 shares; 2023Q3: 4,454 shares; 2023Q4: 4,456 shares 4,456 $653K 0.06% +2 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,216 shares; 2022Q4: 5,618 shares; 2023Q1: 5,618 shares; 2023Q2: 4,568 shares; 2023Q3: 4,568 shares; 2023Q4: 5,568 shares 5,568 $653K 0.06% +1,000 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,256 shares; 2022Q4: 5,996 shares; 2023Q1: 5,996 shares; 2023Q2: 5,696 shares; 2023Q3: 5,696 shares; 2023Q4: 5,996 shares 5,996 $632K 0.06% +300 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 12,291 shares; 2022Q4: 14,253 shares; 2023Q1: 9,330 shares; 2023Q2: 6,913 shares; 2023Q3: 6,746 shares; 2023Q4: 9,143 shares 9,143 $629K 0.06% +2,397 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,285 shares; 2022Q4: 3,286 shares; 2023Q1: 3,491 shares; 2023Q2: 3,295 shares; 2023Q3: 3,295 shares; 2023Q4: 3,295 shares 3,295 $617K 0.06% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,009 shares; 2022Q4: 1,032 shares; 2023Q1: 1,009 shares; 2023Q2: 1,009 shares; 2023Q3: 1,009 shares; 2023Q4: 1,009 shares 1,009 $588K 0.06% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,178 shares; 2022Q4: 3,178 shares; 2023Q1: 4,730 shares; 2023Q2: 5,173 shares; 2023Q3: 5,173 shares; 2023Q4: 5,173 shares 5,173 $564K 0.06% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 61 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,956 shares 2,956 $560K 0.06% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,668 shares; 2022Q4: 3,872 shares; 2023Q1: 4,308 shares; 2023Q2: 1,699 shares; 2023Q3: 1,700 shares; 2023Q4: 11,689 shares 11,689 $555K 0.06% +9,989 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,215 shares; 2022Q4: 1,217 shares; 2023Q1: 1,197 shares; 2023Q2: 1,197 shares; 2023Q3: 1,119 shares; 2023Q4: 1,082 shares 1,082 $549K 0.05% -37 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 11,601 shares; 2023Q1: 11,601 shares; 2023Q2: 11,601 shares; 2023Q3: 11,601 shares; 2023Q4: 11,601 shares 11,601 $546K 0.05% 0 Timeline CHESTNUT STREET EXCHANGE CHESTNUT STREET EXCHANGE More: the full row for CHESTNUT STREET EXCHANGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 538 shares; 2023Q1: 538 shares; 2023Q2: 538 shares; 2023Q3: 538 shares; 2023Q4: 538 shares 538 $543K 0.05% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,803 shares; 2022Q4: 9,044 shares; 2023Q1: 9,746 shares; 2023Q2: 10,780 shares; 2023Q3: 7,729 shares; 2023Q4: 7,341 shares 7,341 $540K 0.05% -388 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,900 shares; 2022Q4: 5,530 shares; 2023Q1: 4,805 shares; 2023Q2: 5,674 shares; 2023Q3: 3,574 shares; 2023Q4: 3,794 shares 3,794 $530K 0.05% +220 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,829 shares; 2022Q4: 4,830 shares; 2023Q1: 6,115 shares; 2023Q2: 6,120 shares; 2023Q3: 6,120 shares; 2023Q4: 6,134 shares 6,134 $517K 0.05% +14 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,545 shares; 2022Q4: 1,545 shares; 2023Q1: 1,545 shares; 2023Q2: 1,634 shares; 2023Q3: 1,660 shares; 2023Q4: 1,629 shares 1,629 $506K 0.05% -31 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,479 shares; 2022Q4: 6,480 shares; 2023Q1: 6,479 shares; 2023Q2: 6,479 shares; 2023Q3: 6,679 shares; 2023Q4: 6,479 shares 6,479 $504K 0.05% -200 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 829 shares; 2022Q4: 934 shares; 2023Q1: 928 shares; 2023Q2: 1,272 shares; 2023Q3: 924 shares; 2023Q4: 924 shares 924 $487K 0.05% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,364 shares; 2022Q4: 6,364 shares; 2023Q1: 6,364 shares; 2023Q2: 6,364 shares; 2023Q3: 6,364 shares; 2023Q4: 6,364 shares 6,364 $478K 0.05% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,095 shares; 2022Q4: 3,989 shares; 2023Q1: 4,716 shares; 2023Q2: 4,477 shares; 2023Q3: 4,453 shares; 2023Q4: 4,453 shares 4,453 $445K 0.04% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,017 shares; 2022Q4: 3,021 shares; 2023Q1: 3,439 shares; 2023Q2: 267 shares; 2023Q3: 269 shares; 2023Q4: 3,561 shares 3,561 $445K 0.04% +3,292 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 520 shares; 2022Q4: 520 shares; 2023Q1: 771 shares; 2023Q2: 820 shares; 2023Q3: 1,024 shares; 2023Q4: 1,797 shares 1,797 $434K 0.04% +773 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,429 shares; 2022Q4: 4,256 shares; 2023Q1: 4,184 shares; 2023Q2: 4,583 shares; 2023Q3: 3,992 shares; 2023Q4: 3,998 shares 3,998 $434K 0.04% +6 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,632 shares; 2022Q4: 6,632 shares; 2023Q1: 6,471 shares; 2023Q2: 8,032 shares; 2023Q3: 11,667 shares; 2023Q4: 11,738 shares 11,738 $434K 0.04% +71 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,879 shares; 2022Q4: 2,768 shares; 2023Q1: 2,817 shares; 2023Q2: 2,967 shares; 2023Q3: 2,688 shares; 2023Q4: 2,876 shares 2,876 $429K 0.04% +188 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,174 shares; 2022Q4: 1,048 shares; 2023Q1: 1,053 shares; 2023Q2: 1,746 shares; 2023Q3: 1,453 shares; 2023Q4: 1,453 shares 1,453 $418K 0.04% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,719 shares; 2022Q4: 2,719 shares; 2023Q1: 2,719 shares; 2023Q2: 2,894 shares; 2023Q3: 2,669 shares; 2023Q4: 2,699 shares 2,699 $418K 0.04% +30 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,947 shares; 2022Q4: 1,924 shares; 2023Q1: 1,924 shares; 2023Q2: 2,250 shares; 2023Q3: 2,250 shares; 2023Q4: 2,440 shares 2,440 $414K 0.04% +190 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,254 shares; 2022Q4: 1,215 shares; 2023Q1: 1,233 shares; 2023Q2: 1,610 shares; 2023Q3: 1,143 shares; 2023Q4: 1,173 shares 1,173 $407K 0.04% +30 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,508 shares; 2022Q4: 7,508 shares; 2023Q1: 7,508 shares; 2023Q2: 7,508 shares; 2023Q3: 7,508 shares; 2023Q4: 6,919 shares 6,919 $406K 0.04% -589 Timeline MATTERPORT INC MATTERPORT INC More: the full row for MATTERPORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 150,000 shares; 2022Q4: 150,000 shares; 2023Q1: 150,000 shares; 2023Q2: 150,000 shares; 2023Q3: 150,000 shares; 2023Q4: 150,000 shares 150,000 $404K 0.04% 0 BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,298 shares; 2022Q4: 1,297 shares; 2023Q1: 1,296 shares; 2023Q2: 1,225 shares; 2023Q3: 1,223 shares; 2023Q4: 1,366 shares 1,366 $356K 0.04% +143 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,600 shares; 2022Q4: 3,600 shares; 2023Q1: 5,241 shares; 2023Q2: 1,646 shares; 2023Q3: 1,838 shares; 2023Q4: 5,443 shares 5,443 $354K 0.04% +3,605 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 573 shares; 2022Q4: 517 shares; 2023Q1: 505 shares; 2023Q2: 1,394 shares; 2023Q3: 1,005 shares; 2023Q4: 1,005 shares 1,005 $353K 0.04% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 5,127 shares; 2023Q1: 5,127 shares; 2023Q2: 5,206 shares; 2023Q3: 5,206 shares; 2023Q4: 5,290 shares 5,290 $343K 0.03% +84 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,111 shares; 2022Q4: 878 shares; 2023Q1: 865 shares; 2023Q2: 1,966 shares; 2023Q3: 949 shares; 2023Q4: 960 shares 960 $340K 0.03% +11 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,276 shares; 2022Q4: 2,277 shares; 2023Q1: 2,277 shares; 2023Q2: 2,277 shares; 2023Q3: 2,277 shares; 2023Q4: 2,277 shares 2,277 $337K 0.03% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 92 shares; 2022Q4: 132 shares; 2023Q1: 92 shares; 2023Q2: 504 shares; 2023Q3: 504 shares; 2023Q4: 692 shares 692 $335K 0.03% +188 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,489 shares; 2022Q4: 1,323 shares; 2023Q1: 1,323 shares; 2023Q2: 1,805 shares; 2023Q3: 1,323 shares; 2023Q4: 1,323 shares 1,323 $325K 0.03% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,156 shares; 2022Q4: 1,160 shares; 2023Q1: 1,163 shares; 2023Q2: 5,725 shares; 2023Q3: 5,746 shares; 2023Q4: 5,768 shares 5,768 $321K 0.03% +22 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,871 shares; 2022Q4: 3,740 shares; 2023Q1: 3,740 shares; 2023Q2: 3,655 shares; 2023Q3: 3,343 shares; 2023Q4: 3,343 shares 3,343 $319K 0.03% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 878 shares; 2022Q4: 878 shares; 2023Q1: 1,540 shares; 2023Q2: 1,556 shares; 2023Q3: 1,568 shares; 2023Q4: 1,570 shares 1,570 $302K 0.03% +2 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,260 shares; 2022Q4: 6,176 shares; 2023Q1: 6,056 shares; 2023Q2: 5,728 shares; 2023Q3: 5,728 shares; 2023Q4: 5,956 shares 5,956 $301K 0.03% +228 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,470 shares; 2022Q4: 3,470 shares; 2023Q1: 3,470 shares; 2023Q2: 3,470 shares; 2023Q3: 3,405 shares; 2023Q4: 3,300 shares 3,300 $300K 0.03% -105 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,470 shares; 2023Q1: 2,470 shares; 2023Q2: 245 shares; 2023Q3: not reported; 2023Q4: 2,431 shares 2,431 $298K 0.03% new Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,472 shares; 2022Q4: 2,472 shares; 2023Q1: 2,474 shares; 2023Q2: 2,475 shares; 2023Q3: 2,475 shares; 2023Q4: 2,480 shares 2,480 $288K 0.03% +5 Timeline PNQI 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,536 shares; 2022Q4: 1,536 shares; 2023Q1: 1,536 shares; 2023Q2: 1,536 shares; 2023Q3: 7,680 shares; 2023Q4: 7,680 shares 7,680 $277K 0.03% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,539 shares; 2022Q4: 3,164 shares; 2023Q1: 3,151 shares; 2023Q2: 3,853 shares; 2023Q3: 3,016 shares; 2023Q4: 2,963 shares 2,963 $268K 0.03% -53 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 13,791 shares; 2022Q4: 13,791 shares; 2023Q1: 13,791 shares; 2023Q2: 13,791 shares; 2023Q3: 13,791 shares; 2023Q4: 12,466 shares 12,466 $264K 0.03% -1,325 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,627 shares; 2022Q4: 40 shares; 2023Q1: 1,662 shares; 2023Q2: 1,662 shares; 2023Q3: 1,634 shares; 2023Q4: 1,634 shares 1,634 $262K 0.03% 0 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,934 shares; 2022Q4: 4,535 shares; 2023Q1: 4,543 shares; 2023Q2: 4,559 shares; 2023Q3: 4,565 shares; 2023Q4: 4,084 shares 4,084 $261K 0.03% -481 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,182 shares; 2022Q4: 1,939 shares; 2023Q1: 1,835 shares; 2023Q2: 3,401 shares; 2023Q3: 2,721 shares; 2023Q4: 3,690 shares 3,690 $260K 0.03% +969 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 24,090 shares; 2022Q4: 17,827 shares; 2023Q1: 17,760 shares; 2023Q2: 9,247 shares; 2023Q3: 8,783 shares; 2023Q4: 3,354 shares 3,354 $260K 0.03% -5,429 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,114 shares; 2023Q1: 1,114 shares; 2023Q2: 1,611 shares; 2023Q3: 1,114 shares; 2023Q4: 7,635 shares 7,635 $258K 0.03% +6,521 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 800 shares; 2022Q4: 800 shares; 2023Q1: 800 shares; 2023Q2: 869 shares; 2023Q3: 973 shares; 2023Q4: 1,418 shares 1,418 $255K 0.03% +445 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 823 shares; 2022Q4: 812 shares; 2023Q1: 955 shares; 2023Q2: 1,251 shares; 2023Q3: 1,406 shares; 2023Q4: 1,446 shares 1,446 $246K 0.02% +40 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,255 shares; 2022Q4: 1,150 shares; 2023Q1: 1,150 shares; 2023Q2: 1,150 shares; 2023Q3: 2,300 shares; 2023Q4: 2,300 shares 2,300 $238K 0.02% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 22,043 shares; 2022Q4: 39,386 shares; 2023Q1: 37,162 shares; 2023Q2: 28,093 shares; 2023Q3: 27,481 shares; 2023Q4: 4,638 shares 4,638 $238K 0.02% -22,843 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,420 shares; 2022Q4: 3,420 shares; 2023Q1: 3,420 shares; 2023Q2: 3,420 shares; 2023Q3: 3,420 shares; 2023Q4: 3,420 shares 3,420 $227K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,477 shares; 2022Q4: 6,429 shares; 2023Q1: 6,574 shares; 2023Q2: 6,574 shares; 2023Q3: 6,574 shares; 2023Q4: 5,121 shares 5,121 $222K 0.02% -1,453 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,078 shares; 2023Q3: 7,078 shares; 2023Q4: 8,991 shares 8,991 $217K 0.02% +1,913 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,485 shares; 2022Q4: 1,486 shares; 2023Q1: 1,485 shares; 2023Q2: 1,089 shares; 2023Q3: 1,089 shares; 2023Q4: 1,504 shares 1,504 $216K 0.02% +415 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,978 shares; 2022Q4: 3,978 shares; 2023Q1: 3,978 shares; 2023Q2: 4,000 shares; 2023Q3: 3,978 shares; 2023Q4: 3,978 shares 3,978 $216K 0.02% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 160 shares; 2022Q4: 161 shares; 2023Q1: 253 shares; 2023Q2: 2,569 shares; 2023Q3: 2,480 shares; 2023Q4: 2,575 shares 2,575 $214K 0.02% +95 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,337 shares; 2022Q4: 1,342 shares; 2023Q1: 1,364 shares; 2023Q2: 1,277 shares; 2023Q3: 1,282 shares; 2023Q4: 1,285 shares 1,285 $210K 0.02% +3 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 892 shares; 2022Q4: 898 shares; 2023Q1: 893 shares; 2023Q2: 893 shares; 2023Q3: 857 shares; 2023Q4: 857 shares 857 $203K 0.02% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,995 shares; 2022Q4: 2,760 shares; 2023Q1: 2,760 shares; 2023Q2: 4,507 shares; 2023Q3: 3,786 shares; 2023Q4: 3,786 shares 3,786 $197K 0.02% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 502 shares; 2022Q4: 404 shares; 2023Q1: 404 shares; 2023Q2: 429 shares; 2023Q3: 429 shares; 2023Q4: 429 shares 429 $194K 0.02% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,240 shares; 2022Q4: 3,125 shares; 2023Q1: 3,670 shares; 2023Q2: 4,619 shares; 2023Q3: 3,722 shares; 2023Q4: 3,722 shares 3,722 $191K 0.02% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 402 shares; 2022Q4: 494 shares; 2023Q1: 402 shares; 2023Q2: 402 shares; 2023Q3: 445 shares; 2023Q4: 445 shares 445 $190K 0.02% 0 Timeline RSPT 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 565 shares; 2023Q3: 5,662 shares; 2023Q4: 5,670 shares 5,670 $185K 0.02% +8 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,464 shares; 2022Q4: 2,065 shares; 2023Q1: 2,064 shares; 2023Q2: 1,964 shares; 2023Q3: 1,964 shares; 2023Q4: 1,964 shares 1,964 $179K 0.02% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,599 shares; 2022Q4: 4,540 shares; 2023Q1: 4,510 shares; 2023Q2: 4,064 shares; 2023Q3: 4,064 shares; 2023Q4: 4,064 shares 4,064 $178K 0.02% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,431 shares; 2022Q4: 2,307 shares; 2023Q1: 2,307 shares; 2023Q2: 2,607 shares; 2023Q3: 2,607 shares; 2023Q4: 2,957 shares 2,957 $174K 0.02% +350 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,643 shares; 2022Q4: 1,644 shares; 2023Q1: 1,643 shares; 2023Q2: 765 shares; 2023Q3: 765 shares; 2023Q4: 1,643 shares 1,643 $173K 0.02% +878 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,162 shares; 2022Q4: 1,162 shares; 2023Q1: 1,743 shares; 2023Q2: 1,743 shares; 2023Q3: 1,743 shares; 2023Q4: 1,743 shares 1,743 $170K 0.02% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 738 shares; 2022Q4: 633 shares; 2023Q1: 633 shares; 2023Q2: 614 shares; 2023Q3: 614 shares; 2023Q4: 614 shares 614 $168K 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 736 shares; 2022Q4: 737 shares; 2023Q1: 1,514 shares; 2023Q2: 1,485 shares; 2023Q3: 1,491 shares; 2023Q4: 1,505 shares 1,505 $168K 0.02% +14 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,315 shares; 2022Q4: 1,315 shares; 2023Q1: 1,315 shares; 2023Q2: 1,315 shares; 2023Q3: 1,315 shares; 2023Q4: 1,525 shares 1,525 $168K 0.02% +210 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 993 shares; 2022Q4: 1,211 shares; 2023Q1: 994 shares; 2023Q2: 985 shares; 2023Q3: 985 shares; 2023Q4: 985 shares 985 $168K 0.02% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,308 shares; 2022Q4: 3,398 shares; 2023Q1: 6,043 shares; 2023Q2: 6,734 shares; 2023Q3: 6,729 shares; 2023Q4: 5,679 shares 5,679 $163K 0.02% -1,050 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,875 shares; 2022Q4: 3,875 shares; 2023Q1: 3,875 shares; 2023Q2: 3,875 shares; 2023Q3: 3,875 shares; 2023Q4: 1,215 shares 1,215 $159K 0.02% -2,660 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,014 shares; 2022Q4: 2,015 shares; 2023Q1: 2,015 shares; 2023Q2: 2,015 shares; 2023Q3: 2,015 shares; 2023Q4: 2,015 shares 2,015 $157K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,337 shares; 2022Q4: 5,894 shares; 2023Q1: 5,894 shares; 2023Q2: 5,894 shares; 2023Q3: 5,894 shares; 2023Q4: 5,894 shares 5,894 $155K 0.02% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 136 shares; 2022Q4: 136 shares; 2023Q1: 937 shares; 2023Q2: 1,995 shares; 2023Q3: 1,850 shares; 2023Q4: 1,856 shares 1,856 $155K 0.02% +6 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,474 shares; 2022Q4: 1,439 shares; 2023Q1: 1,439 shares; 2023Q2: 1,489 shares; 2023Q3: 1,489 shares; 2023Q4: 1,414 shares 1,414 $155K 0.02% -75 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 251 shares; 2023Q1: 227 shares; 2023Q2: 327 shares; 2023Q3: 326 shares; 2023Q4: 326 shares 326 $154K 0.02% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 512 shares; 2023Q1: 512 shares; 2023Q2: 3,001 shares; 2023Q3: 2,706 shares; 2023Q4: 2,715 shares 2,715 $153K 0.02% +9 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 582 shares; 2022Q4: 872 shares; 2023Q1: 599 shares; 2023Q2: 604 shares; 2023Q3: 613 shares; 2023Q4: 613 shares 613 $152K 0.02% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 297 shares; 2022Q4: 293 shares; 2023Q1: 293 shares; 2023Q2: 293 shares; 2023Q3: 293 shares; 2023Q4: 293 shares 293 $150K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 854 shares; 2022Q4: 854 shares; 2023Q1: 854 shares; 2023Q2: 854 shares; 2023Q3: 854 shares; 2023Q4: 854 shares 854 $149K 0.01% 0 Timeline PDN 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3 shares; 2023Q3: not reported; 2023Q4: 4,512 shares 4,512 $147K 0.01% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,668 shares; 2022Q4: 1,669 shares; 2023Q1: 1,669 shares; 2023Q2: 1,501 shares; 2023Q3: 1,420 shares; 2023Q4: 1,588 shares 1,588 $145K 0.01% +168 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,175 shares; 2022Q4: 2,199 shares; 2023Q1: 2,220 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,300 shares 2,300 $145K 0.01% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 14,362 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,858 shares 1,858 $143K 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 761 shares; 2022Q4: 762 shares; 2023Q1: 762 shares; 2023Q2: 762 shares; 2023Q3: 762 shares; 2023Q4: 762 shares 762 $142K 0.01% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,450 shares; 2022Q4: 1,450 shares; 2023Q1: 1,450 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,450 shares 1,450 $140K 0.01% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 777 shares; 2023Q3: 777 shares; 2023Q4: 777 shares 777 $135K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 419 shares; 2022Q4: 419 shares; 2023Q1: 419 shares; 2023Q2: 419 shares; 2023Q3: 419 shares; 2023Q4: 419 shares 419 $130K 0.01% 0 Timeline FIRST TRUST ENERGY INFRASTR… FIRST TRUST ENERGY INFRASTRUCT More: the full row for FIRST TRUST ENERGY INFRASTRUCT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 7,335 shares; 2023Q1: 7,433 shares; 2023Q2: 7,584 shares; 2023Q3: 7,734 shares; 2023Q4: 7,880 shares 7,880 $130K 0.01% +146 AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 138 shares; 2022Q4: 110 shares; 2023Q1: 100 shares; 2023Q2: 115 shares; 2023Q3: 115 shares; 2023Q4: 115 shares 115 $128K 0.01% 0 Timeline FUBO FUBOTV INC More: the full row for FUBOTV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 40,000 shares; 2022Q4: 40,000 shares; 2023Q1: 40,000 shares; 2023Q2: 40,000 shares; 2023Q3: 40,000 shares; 2023Q4: 40,000 shares 40,000 $127K 0.01% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,505 shares; 2022Q4: 7,505 shares; 2023Q1: 7,505 shares; 2023Q2: 7,505 shares; 2023Q3: 7,505 shares; 2023Q4: 7,505 shares 7,505 $125K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 320 shares; 2022Q4: 323 shares; 2023Q1: 324 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 329 shares 329 $124K 0.01% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,533 shares; 2022Q4: 1,533 shares; 2023Q1: 1,533 shares; 2023Q2: 1,533 shares; 2023Q3: 1,533 shares; 2023Q4: 1,533 shares 1,533 $122K 0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 541 shares; 2022Q4: 571 shares; 2023Q1: 541 shares; 2023Q2: 541 shares; 2023Q3: 541 shares; 2023Q4: 541 shares 541 $120K 0.01% 0 Timeline RWO 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,274 shares; 2022Q4: 3,275 shares; 2023Q1: 3,299 shares; 2023Q2: 3,299 shares; 2023Q3: 3,274 shares; 2023Q4: 2,696 shares 2,696 $118K 0.01% -578 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,558 shares; 2022Q4: 1,593 shares; 2023Q1: 928 shares; 2023Q2: 2,428 shares; 2023Q3: 2,628 shares; 2023Q4: 2,300 shares 2,300 $116K 0.01% -328 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,188 shares; 2022Q4: 2,188 shares; 2023Q1: 2,188 shares; 2023Q2: 2,188 shares; 2023Q3: 2,291 shares; 2023Q4: 2,188 shares 2,188 $114K 0.01% -103 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,406 shares; 2023Q2: 1,415 shares; 2023Q3: 1,345 shares; 2023Q4: 1,355 shares 1,355 $113K 0.01% +10 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,730 shares; 2022Q4: 4,085 shares; 2023Q1: 7,367 shares; 2023Q2: 9,755 shares; 2023Q3: 4,619 shares; 2023Q4: 4,456 shares 4,456 $110K 0.01% -163 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 68 shares; 2022Q4: 68 shares; 2023Q1: 68 shares; 2023Q2: 468 shares; 2023Q3: 468 shares; 2023Q4: 468 shares 468 $109K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,425 shares; 2022Q4: 1,425 shares; 2023Q1: 1,425 shares; 2023Q2: 1,200 shares; 2023Q3: 1,200 shares; 2023Q4: 1,425 shares 1,425 $109K 0.01% +225 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2,244 shares; 2023Q2: 2,255 shares; 2023Q3: 2,206 shares; 2023Q4: 2,216 shares 2,216 $108K 0.01% +10 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,561 shares; 2022Q4: 1,561 shares; 2023Q1: 1,611 shares; 2023Q2: 1,528 shares; 2023Q3: 1,296 shares; 2023Q4: 1,207 shares 1,207 $108K 0.01% -89 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,879 shares; 2022Q4: 2,233 shares; 2023Q1: 2,163 shares; 2023Q2: 2,168 shares; 2023Q3: 2,174 shares; 2023Q4: 2,179 shares 2,179 $104K 0.01% +5 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 410 shares; 2022Q4: 410 shares; 2023Q1: 416 shares; 2023Q2: 416 shares; 2023Q3: 410 shares; 2023Q4: 410 shares 410 $99.8K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 25 shares; 2023Q1: 14 shares; 2023Q2: 364 shares; 2023Q3: 364 shares; 2023Q4: 364 shares 364 $99.7K 0.01% 0 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 750 shares; 2023Q3: 2,120 shares; 2023Q4: 2,120 shares 2,120 $99.6K 0.01% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,085 shares; 2022Q4: 2,085 shares; 2023Q1: 2,085 shares; 2023Q2: 2,085 shares; 2023Q3: 2,085 shares; 2023Q4: 2,085 shares 2,085 $96K 0.01% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 534 shares; 2022Q4: 491 shares; 2023Q1: 491 shares; 2023Q2: 1,167 shares; 2023Q3: 606 shares; 2023Q4: 606 shares 606 $95.5K 0.01% 0 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,590 shares 4,590 $95K 0.01% new Timeline VNQI 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,895 shares; 2022Q4: 11,006 shares; 2023Q1: 11,172 shares; 2023Q2: 3,324 shares; 2023Q3: 3,291 shares; 2023Q4: 2,219 shares 2,219 $94.5K 0.01% -1,072 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,788 shares; 2022Q4: 3,792 shares; 2023Q1: 3,792 shares; 2023Q2: 3,795 shares; 2023Q3: 3,798 shares; 2023Q4: 3,800 shares 3,800 $92.8K 0.01% +2 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7 shares; 2022Q4: 111 shares; 2023Q1: not reported; 2023Q2: 1,078 shares; 2023Q3: 400 shares; 2023Q4: 400 shares 400 $92.5K 0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,664 shares; 2022Q4: 1,697 shares; 2023Q1: 1,628 shares; 2023Q2: 1,628 shares; 2023Q3: 1,628 shares; 2023Q4: 1,506 shares 1,506 $91.5K 0.01% -122 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 448 shares; 2022Q4: 448 shares; 2023Q1: 829 shares; 2023Q2: 209 shares; 2023Q3: 183 shares; 2023Q4: 631 shares 631 $91.3K 0.01% +448 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,101 shares; 2023Q2: 1,101 shares; 2023Q3: 1,101 shares; 2023Q4: 1,101 shares 1,101 $88.5K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,720 shares; 2023Q3: 2,082 shares; 2023Q4: 2,097 shares 2,097 $88.4K 0.01% +15 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 825 shares; 2023Q1: 825 shares; 2023Q2: 832 shares; 2023Q3: 832 shares; 2023Q4: 849 shares 849 $86.6K 0.01% +17 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 240 shares; 2022Q4: 265 shares; 2023Q1: 220 shares; 2023Q2: 570 shares; 2023Q3: 220 shares; 2023Q4: 145 shares 145 $86.5K 0.01% -75 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 143 shares; 2022Q4: 146 shares; 2023Q1: 137 shares; 2023Q2: 287 shares; 2023Q3: 287 shares; 2023Q4: 287 shares 287 $85.9K 0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 622 shares; 2022Q4: 625 shares; 2023Q1: 640 shares; 2023Q2: 313 shares; 2023Q3: 216 shares; 2023Q4: 747 shares 747 $85.9K 0.01% +531 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 910 shares; 2022Q4: 910 shares; 2023Q1: 948 shares; 2023Q2: 948 shares; 2023Q3: 948 shares; 2023Q4: 948 shares 948 $85.5K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 953 shares; 2022Q4: 954 shares; 2023Q1: 954 shares; 2023Q2: 954 shares; 2023Q3: 954 shares; 2023Q4: 954 shares 954 $84.1K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 912 shares; 2022Q4: 912 shares; 2023Q1: 1,518 shares; 2023Q2: 965 shares; 2023Q3: 912 shares; 2023Q4: 912 shares 912 $82.2K 0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 225 shares; 2022Q4: 226 shares; 2023Q1: 12 shares; 2023Q2: 732 shares; 2023Q3: 1,421 shares; 2023Q4: 1,572 shares 1,572 $82.1K 0.01% +151 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 586 shares; 2022Q4: 586 shares; 2023Q1: 586 shares; 2023Q2: 586 shares; 2023Q3: 586 shares; 2023Q4: 586 shares 586 $82K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 990 shares; 2022Q4: 990 shares; 2023Q1: 990 shares; 2023Q2: 990 shares; 2023Q3: 990 shares; 2023Q4: 990 shares 990 $78.4K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 620 shares; 2022Q4: 620 shares; 2023Q1: 620 shares; 2023Q2: 620 shares; 2023Q3: 620 shares; 2023Q4: 620 shares 620 $77.6K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,295 shares; 2022Q4: 2,429 shares; 2023Q1: 1,877 shares; 2023Q2: 1,416 shares; 2023Q3: 1,416 shares; 2023Q4: 2,043 shares 2,043 $77K 0.01% +627 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 375 shares; 2022Q4: 375 shares; 2023Q1: 375 shares; 2023Q2: 375 shares; 2023Q3: 375 shares; 2023Q4: 375 shares 375 $77K 0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,200 shares; 2022Q4: 1,200 shares; 2023Q1: 1,200 shares; 2023Q2: 1,200 shares; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares 1,200 $76.3K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 630 shares; 2022Q4: 630 shares; 2023Q1: 630 shares; 2023Q2: 630 shares; 2023Q3: 630 shares; 2023Q4: 630 shares 630 $73.1K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 558 shares; 2022Q4: 650 shares; 2023Q1: 543 shares; 2023Q2: 1,305 shares; 2023Q3: 543 shares; 2023Q4: 543 shares 543 $72.1K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 953 shares; 2022Q4: 699 shares; 2023Q1: 699 shares; 2023Q2: 699 shares; 2023Q3: 699 shares; 2023Q4: 699 shares 699 $72K 0.01% 0 Timeline RWX 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,636 shares; 2022Q4: 2,636 shares; 2023Q1: 2,636 shares; 2023Q2: 2,557 shares; 2023Q3: 2,557 shares; 2023Q4: 2,557 shares 2,557 $69.8K 0.01% 0 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,490 shares; 2022Q4: 2,941 shares; 2023Q1: 3,043 shares; 2023Q2: 3,089 shares; 2023Q3: 3,123 shares; 2023Q4: 3,160 shares 3,160 $69.6K 0.01% +37 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,543 shares; 2022Q4: 3,983 shares; 2023Q1: 3,840 shares; 2023Q2: 1,099 shares; 2023Q3: 583 shares; 2023Q4: 1,622 shares 1,622 $65.2K 0.01% +1,039 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 50 shares; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares 300 $63.2K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 900 shares; 2022Q4: 900 shares; 2023Q1: 900 shares; 2023Q2: 900 shares; 2023Q3: 900 shares; 2023Q4: 900 shares 900 $63K 0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,000 shares; 2022Q4: 1,416 shares; 2023Q1: 1,000 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,000 shares 1,000 $62.7K 0.01% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 119 shares; 2022Q4: 183 shares; 2023Q1: 117 shares; 2023Q2: 422 shares; 2023Q3: 123 shares; 2023Q4: 117 shares 117 $62.3K 0.01% -6 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 211 shares; 2022Q4: 176 shares; 2023Q1: 176 shares; 2023Q2: 976 shares; 2023Q3: 976 shares; 2023Q4: 976 shares 976 $59.7K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 625 shares; 2022Q4: 625 shares; 2023Q1: 625 shares; 2023Q2: 625 shares; 2023Q3: 625 shares; 2023Q4: 625 shares 625 $59.5K 0.01% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,257 shares; 2023Q2: 1,263 shares; 2023Q3: 1,269 shares; 2023Q4: 1,276 shares 1,276 $59.5K 0.01% +7 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 645 shares; 2022Q4: 646 shares; 2023Q1: 757 shares; 2023Q2: 757 shares; 2023Q3: 757 shares; 2023Q4: 757 shares 757 $58.6K 0.01% 0 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 369 shares; 2022Q4: 369 shares; 2023Q1: 369 shares; 2023Q2: 369 shares; 2023Q3: 369 shares; 2023Q4: 369 shares 369 $58.3K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 445 shares; 2022Q4: 446 shares; 2023Q1: 445 shares; 2023Q2: 445 shares; 2023Q3: 445 shares; 2023Q4: 445 shares 445 $58.2K 0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 424 shares; 2022Q4: 382 shares; 2023Q1: 382 shares; 2023Q2: 382 shares; 2023Q3: 382 shares; 2023Q4: 382 shares 382 $58K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,010 shares; 2022Q4: 7,304 shares; 2023Q1: 6,447 shares; 2023Q2: 4,721 shares; 2023Q3: 2,710 shares; 2023Q4: 637 shares 637 $56.7K 0.01% -2,073 Timeline XLP 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 758 shares; 2022Q4: 794 shares; 2023Q1: 758 shares; 2023Q2: 758 shares; 2023Q3: 758 shares; 2023Q4: 758 shares 758 $54.6K 0.01% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,626 shares; 2022Q4: 1,626 shares; 2023Q1: 1,626 shares; 2023Q2: 1,626 shares; 2023Q3: 1,626 shares; 2023Q4: 1,626 shares 1,626 $52.3K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 96 shares; 2022Q4: 101 shares; 2023Q1: 108 shares; 2023Q2: 60 shares; 2023Q3: 57 shares; 2023Q4: 107 shares 107 $52.1K 0.01% +50 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 207 shares; 2022Q4: 207 shares; 2023Q1: 207 shares; 2023Q2: 207 shares; 2023Q3: 207 shares; 2023Q4: 207 shares 207 $51.3K 0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 225 shares; 2022Q4: 225 shares; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares 225 $51.1K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 663 shares; 2022Q4: 663 shares; 2023Q1: 663 shares; 2023Q2: 663 shares; 2023Q3: 663 shares; 2023Q4: 663 shares 663 $50.7K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 52 shares; 2022Q4: 53 shares; 2023Q1: 52 shares; 2023Q2: 132 shares; 2023Q3: 132 shares; 2023Q4: 132 shares 132 $50.2K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 30 shares; 2022Q4: not reported; 2023Q1: 70 shares; 2023Q2: 320 shares; 2023Q3: 338 shares; 2023Q4: 338 shares 338 $49.8K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,008 shares; 2022Q4: 310 shares; 2023Q1: 314 shares; 2023Q2: 314 shares; 2023Q3: 314 shares; 2023Q4: 314 shares 314 $49.4K <0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 326 shares; 2022Q4: 399 shares; 2023Q1: 326 shares; 2023Q2: 331 shares; 2023Q3: 326 shares; 2023Q4: 352 shares 352 $48K <0.01% +26 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 175 shares; 2022Q4: 175 shares; 2023Q1: 189 shares; 2023Q2: 189 shares; 2023Q3: 189 shares; 2023Q4: 189 shares 189 $47.8K <0.01% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,295 shares; 2022Q4: 1,295 shares; 2023Q1: 1,295 shares; 2023Q2: 1,295 shares; 2023Q3: 1,295 shares; 2023Q4: 1,295 shares 1,295 $47.5K <0.01% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,911 shares; 2022Q4: 1,911 shares; 2023Q1: 1,911 shares; 2023Q2: 1,911 shares; 2023Q3: 1,911 shares; 2023Q4: 961 shares 961 $47.2K <0.01% -950 Timeline PHO 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 765 shares; 2022Q4: 765 shares; 2023Q1: 765 shares; 2023Q2: 765 shares; 2023Q3: 765 shares; 2023Q4: 765 shares 765 $46.6K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 94 shares; 2022Q4: 76 shares; 2023Q1: 159 shares; 2023Q2: 159 shares; 2023Q3: 154 shares; 2023Q4: 154 shares 154 $46.1K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 294 shares; 2022Q4: 295 shares; 2023Q1: 295 shares; 2023Q2: 295 shares; 2023Q3: 295 shares; 2023Q4: 295 shares 295 $45.8K <0.01% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 141 shares; 2022Q4: 149 shares; 2023Q1: 195 shares; 2023Q2: 672 shares; 2023Q3: 154 shares; 2023Q4: 154 shares 154 $45.5K <0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 290 shares; 2022Q4: 290 shares; 2023Q1: 344 shares; 2023Q2: 599 shares; 2023Q3: 545 shares; 2023Q4: 599 shares 599 $45.1K <0.01% +54 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 42 shares; 2022Q4: 379 shares; 2023Q1: 379 shares; 2023Q2: 379 shares; 2023Q3: 379 shares; 2023Q4: 379 shares 379 $44.4K <0.01% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 216 shares; 2022Q4: 220 shares; 2023Q1: 439 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 445 shares 445 $44.2K <0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 70 shares; 2022Q4: 62 shares; 2023Q1: 66 shares; 2023Q2: 66 shares; 2023Q3: 62 shares; 2023Q4: 62 shares 62 $43.8K <0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 292 shares; 2022Q4: 284 shares; 2023Q1: 334 shares; 2023Q2: 335 shares; 2023Q3: 334 shares; 2023Q4: 342 shares 342 $43.6K <0.01% +8 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 554 shares; 2022Q4: 554 shares; 2023Q1: 554 shares; 2023Q2: 554 shares; 2023Q3: 554 shares; 2023Q4: 554 shares 554 $43.6K <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 335 shares; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 178 shares 178 $43.4K <0.01% -122 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 787 shares; 2022Q4: 802 shares; 2023Q1: 802 shares; 2023Q2: 888 shares; 2023Q3: 888 shares; 2023Q4: 902 shares 902 $43.2K <0.01% +14 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,327 shares; 2022Q4: 1,181 shares; 2023Q1: 1,181 shares; 2023Q2: 1,181 shares; 2023Q3: 956 shares; 2023Q4: 1,281 shares 1,281 $43.1K <0.01% +325 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 71 shares; 2022Q4: 71 shares; 2023Q1: 153 shares; 2023Q2: 253 shares; 2023Q3: 441 shares; 2023Q4: 441 shares 441 $42.9K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares 300 $42.8K <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 162 shares; 2022Q4: 162 shares; 2023Q1: 162 shares; 2023Q2: 162 shares; 2023Q3: 162 shares; 2023Q4: 162 shares 162 $42.4K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 315 shares; 2022Q4: 315 shares; 2023Q1: 315 shares; 2023Q2: 315 shares; 2023Q3: 465 shares; 2023Q4: 315 shares 315 $41.9K <0.01% -150 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,405 shares; 2022Q4: 1,405 shares; 2023Q1: 1,405 shares; 2023Q2: 1,405 shares; 2023Q3: 1,405 shares; 2023Q4: 1,405 shares 1,405 $41.9K <0.01% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 134 shares; 2022Q4: 536 shares; 2023Q1: 536 shares; 2023Q2: 536 shares; 2023Q3: 536 shares; 2023Q4: 536 shares 536 $41.4K <0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 997 shares; 2022Q4: 1,021 shares; 2023Q1: 997 shares; 2023Q2: 1,027 shares; 2023Q3: 997 shares; 2023Q4: 1,084 shares 1,084 $40.8K <0.01% +87 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 30 shares; 2022Q4: 30 shares; 2023Q1: 130 shares; 2023Q2: 330 shares; 2023Q3: 330 shares; 2023Q4: 330 shares 330 $40.2K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 208 shares; 2022Q4: 256 shares; 2023Q1: 208 shares; 2023Q2: 214 shares; 2023Q3: 208 shares; 2023Q4: 222 shares 222 $39.7K <0.01% +14 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 687 shares; 2022Q4: 616 shares; 2023Q1: 207 shares; 2023Q2: 724 shares; 2023Q3: 626 shares; 2023Q4: 626 shares 626 $38.7K <0.01% 0 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 180 shares; 2022Q4: 180 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 180 shares; 2023Q4: 180 shares 180 $38.4K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 175 shares; 2022Q4: 191 shares; 2023Q1: 175 shares; 2023Q2: 692 shares; 2023Q3: 175 shares; 2023Q4: 175 shares 175 $36.7K <0.01% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 280 shares; 2022Q4: 456 shares; 2023Q1: 455 shares; 2023Q2: 457 shares; 2023Q3: 459 shares; 2023Q4: 796 shares 796 $36.7K <0.01% +337 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 211 shares; 2022Q4: 197 shares; 2023Q1: 222 shares; 2023Q2: 222 shares; 2023Q3: 222 shares; 2023Q4: 222 shares 222 $34.4K <0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,200 shares; 2022Q4: 1,200 shares; 2023Q1: 1,200 shares; 2023Q2: 1,200 shares; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares 1,200 $34.2K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 109 shares; 2022Q4: 109 shares; 2023Q1: 111 shares; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 111 shares 111 $33.9K <0.01% +109 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,027 shares; 2022Q4: 720 shares; 2023Q1: 841 shares; 2023Q2: 570 shares; 2023Q3: 570 shares; 2023Q4: 680 shares 680 $33.5K <0.01% +110 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 289 shares; 2022Q4: 312 shares; 2023Q1: 289 shares; 2023Q2: 289 shares; 2023Q3: 289 shares; 2023Q4: 289 shares 289 $32.9K <0.01% 0 Timeline XLC 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 453 shares; 2022Q4: 554 shares; 2023Q1: 453 shares; 2023Q2: 466 shares; 2023Q3: 453 shares; 2023Q4: 453 shares 453 $32.9K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 146 shares; 2022Q4: 125 shares; 2023Q1: 134 shares; 2023Q2: 134 shares; 2023Q3: 134 shares; 2023Q4: 134 shares 134 $32.4K <0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 288 shares; 2022Q4: 288 shares; 2023Q1: 288 shares; 2023Q2: 288 shares; 2023Q3: 325 shares; 2023Q4: 288 shares 288 $32.4K <0.01% -37 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 453 shares; 2022Q4: 454 shares; 2023Q1: 453 shares; 2023Q2: 807 shares; 2023Q3: 327 shares; 2023Q4: 300 shares 300 $32.3K <0.01% -27 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,372 shares; 2022Q4: 2,163 shares; 2023Q1: 2,570 shares; 2023Q2: 1,912 shares; 2023Q3: 1,912 shares; 2023Q4: 1,912 shares 1,912 $32.1K <0.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 367 shares; 2022Q4: not reported; 2023Q1: 71 shares; 2023Q2: 120 shares; 2023Q3: 49 shares; 2023Q4: 163 shares 163 $31.2K <0.01% +114 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,031 shares; 2022Q4: 1,031 shares; 2023Q1: 1,031 shares; 2023Q2: 1,031 shares; 2023Q3: 1,031 shares; 2023Q4: 1,031 shares 1,031 $31K <0.01% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 329 shares; 2023Q2: 329 shares; 2023Q3: 329 shares; 2023Q4: 329 shares 329 $31K <0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 422 shares; 2022Q4: 422 shares; 2023Q1: 334 shares; 2023Q2: 234 shares; 2023Q3: 234 shares; 2023Q4: 234 shares 234 $28.4K <0.01% 0 Timeline LABORATORY CRP OF AMER HLDGS LABORATORY CRP OF AMER HLDGS More: the full row for LABORATORY CRP OF AMER HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 125 shares; 2022Q4: 137 shares; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares 125 $28.4K <0.01% 0 CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 812 shares; 2022Q4: 812 shares; 2023Q1: 812 shares; 2023Q2: 812 shares; 2023Q3: 812 shares; 2023Q4: 812 shares 812 $28.2K <0.01% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 26 shares; 2022Q4: 26 shares; 2023Q1: 34 shares; 2023Q2: 144 shares; 2023Q3: 34 shares; 2023Q4: 34 shares 34 $27.6K <0.01% 0 VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 437 shares; 2022Q4: 437 shares; 2023Q1: 435 shares; 2023Q2: 435 shares; 2023Q3: 435 shares; 2023Q4: 270 shares 270 $27.3K <0.01% -165 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 100 shares; 2023Q4: 100 shares 100 $27.2K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,076 shares; 2022Q4: 1,576 shares; 2023Q1: 1,576 shares; 2023Q2: 1,576 shares; 2023Q3: 1,576 shares; 2023Q4: 1,576 shares 1,576 $27.1K <0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 195 shares; 2022Q4: 195 shares; 2023Q1: 195 shares; 2023Q2: 195 shares; 2023Q3: 195 shares; 2023Q4: 195 shares 195 $26.9K <0.01% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 408 shares; 2022Q4: 409 shares; 2023Q1: 408 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 408 shares 408 $26.4K <0.01% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 800 shares; 2023Q1: 800 shares; 2023Q2: 872 shares; 2023Q3: 800 shares; 2023Q4: 800 shares 800 $26.3K <0.01% 0 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,113 shares; 2022Q4: 1,114 shares; 2023Q1: 1,113 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,113 shares 1,113 $25.6K <0.01% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 233 shares; 2022Q4: 233 shares; 2023Q1: 233 shares; 2023Q2: 233 shares; 2023Q3: 233 shares; 2023Q4: 233 shares 233 $25.1K <0.01% 0 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 457 shares; 2022Q4: 458 shares; 2023Q1: 1,203 shares; 2023Q2: 1,211 shares; 2023Q3: 1,219 shares; 2023Q4: 458 shares 458 $24.5K <0.01% -761 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 24 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 83 shares; 2023Q3: 166 shares; 2023Q4: 322 shares 322 $24.1K <0.01% +156 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 135 shares; 2022Q4: 135 shares; 2023Q1: 135 shares; 2023Q2: 135 shares; 2023Q3: 135 shares; 2023Q4: 135 shares 135 $23.7K <0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 175 shares; 2022Q4: 175 shares; 2023Q1: 175 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 175 shares 175 $23.6K <0.01% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 874 shares 874 $22.5K <0.01% new Timeline PSCT 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 150 shares; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 450 shares; 2023Q4: 450 shares 450 $21.7K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 183 shares; 2023Q4: 183 shares 183 $21.5K <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 106 shares; 2022Q4: 127 shares; 2023Q1: 114 shares; 2023Q2: 88 shares; 2023Q3: 80 shares; 2023Q4: 80 shares 80 $21.1K <0.01% 0 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 180 shares; 2022Q4: 180 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 180 shares; 2023Q4: 180 shares 180 $20.2K <0.01% 0 PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 382 shares; 2022Q4: 382 shares; 2023Q1: 382 shares; 2023Q2: 382 shares; 2023Q3: 382 shares; 2023Q4: 382 shares 382 $20K <0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 49 shares; 2022Q4: 42 shares; 2023Q1: 42 shares; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares 42 $19.7K <0.01% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 170 shares; 2022Q4: 170 shares; 2023Q1: 170 shares; 2023Q2: 170 shares; 2023Q3: 170 shares; 2023Q4: 170 shares 170 $19.6K <0.01% 0 Timeline XLB 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 223 shares; 2022Q4: 233 shares; 2023Q1: 223 shares; 2023Q2: 223 shares; 2023Q3: 223 shares; 2023Q4: 223 shares 223 $19.1K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 142 shares; 2022Q4: 142 shares; 2023Q1: 356 shares; 2023Q2: 358 shares; 2023Q3: 292 shares; 2023Q4: 293 shares 293 $18.6K <0.01% +1 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 329 shares; 2022Q4: 125 shares; 2023Q1: 218 shares; 2023Q2: 946 shares; 2023Q3: 218 shares; 2023Q4: 218 shares 218 $18.3K <0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 126 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares 100 $17.9K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5 shares; 2022Q4: 30 shares; 2023Q1: 301 shares; 2023Q2: 78 shares; 2023Q3: 78 shares; 2023Q4: 218 shares 218 $17.2K <0.01% +140 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 14 shares; 2023Q1: 192 shares; 2023Q2: 192 shares; 2023Q3: 88 shares; 2023Q4: 89 shares 89 $17K <0.01% +1 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 76 shares; 2023Q3: 76 shares; 2023Q4: 77 shares 77 $16.8K <0.01% +1 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 260 shares; 2022Q4: 369 shares; 2023Q1: 245 shares; 2023Q2: 245 shares; 2023Q3: 245 shares; 2023Q4: 83 shares 83 $16.5K <0.01% -162 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,329 shares; 2022Q4: 1,538 shares; 2023Q1: 1,337 shares; 2023Q2: 1,341 shares; 2023Q3: 1,345 shares; 2023Q4: 1,350 shares 1,350 $16.5K <0.01% +5 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 43 shares; 2022Q4: 43 shares; 2023Q1: 163 shares; 2023Q2: 163 shares; 2023Q3: 163 shares; 2023Q4: 163 shares 163 $16.4K <0.01% 0 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 441 shares; 2022Q4: 441 shares; 2023Q1: 441 shares; 2023Q2: 441 shares; 2023Q3: 441 shares; 2023Q4: 441 shares 441 $16.2K <0.01% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 61 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: 61 shares 61 $16.1K <0.01% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 205 shares; 2022Q4: 205 shares; 2023Q1: 494 shares; 2023Q2: 242 shares; 2023Q3: 242 shares; 2023Q4: 242 shares 242 $15.8K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 101 shares; 2022Q4: 149 shares; 2023Q1: 159 shares; 2023Q2: 124 shares; 2023Q3: 124 shares; 2023Q4: 72 shares 72 $15.6K <0.01% -52 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 109 shares; 2022Q4: 109 shares; 2023Q1: 109 shares; 2023Q2: 109 shares; 2023Q3: 109 shares; 2023Q4: 109 shares 109 $15.5K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 340 shares; 2022Q4: 340 shares; 2023Q1: 340 shares; 2023Q2: 340 shares; 2023Q3: 340 shares; 2023Q4: 340 shares 340 $15.5K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 305 shares; 2022Q4: 305 shares; 2023Q1: 385 shares; 2023Q2: 385 shares; 2023Q3: 385 shares; 2023Q4: 385 shares 385 $15.5K <0.01% 0 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 574 shares; 2023Q2: 585 shares; 2023Q3: 596 shares; 2023Q4: 611 shares 611 $15.4K <0.01% +15 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares 250 $15.3K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 157 shares; 2022Q4: 410 shares; 2023Q1: 157 shares; 2023Q2: 964 shares; 2023Q3: 157 shares; 2023Q4: 157 shares 157 $14.7K <0.01% 0 Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 761 shares; 2023Q1: 787 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,051 shares 1,051 $14.6K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 230 shares; 2023Q2: 412 shares; 2023Q3: 230 shares; 2023Q4: 35 shares 35 $14.4K <0.01% -195 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 540 shares; 2022Q4: 540 shares; 2023Q1: 540 shares; 2023Q2: 540 shares; 2023Q3: 540 shares; 2023Q4: 540 shares 540 $14.3K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 41 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares 200 $14.3K <0.01% 0 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 441 shares; 2022Q4: 441 shares; 2023Q1: 441 shares; 2023Q2: 441 shares; 2023Q3: 441 shares; 2023Q4: 441 shares 441 $14K <0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 418 shares; 2022Q4: 559 shares; 2023Q1: 198 shares; 2023Q2: 946 shares; 2023Q3: 737 shares; 2023Q4: 661 shares 661 $13.7K <0.01% -76 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 300 shares; 2022Q4: 301 shares; 2023Q1: 300 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 300 shares 300 $13.7K <0.01% new Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 646 shares; 2022Q4: 646 shares; 2023Q1: 646 shares; 2023Q2: 646 shares; 2023Q3: 646 shares; 2023Q4: 646 shares 646 $13.5K <0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 357 shares; 2022Q4: 357 shares; 2023Q1: 357 shares; 2023Q2: 357 shares; 2023Q3: 357 shares; 2023Q4: 357 shares 357 $13.4K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 96 shares; 2022Q4: 140 shares; 2023Q1: 96 shares; 2023Q2: 96 shares; 2023Q3: 96 shares; 2023Q4: 96 shares 96 $13.3K <0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 129 shares; 2023Q2: 129 shares; 2023Q3: 129 shares; 2023Q4: 159 shares 159 $12.9K <0.01% +30 Timeline BBCA 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 168 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 200 shares 200 $12.8K <0.01% new Timeline CRDL CARDIOL THERAPEUTICS INC More: the full row for CARDIOL THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 20,651 shares; 2022Q4: 15,151 shares; 2023Q1: 15,151 shares; 2023Q2: 15,151 shares; 2023Q3: 15,151 shares; 2023Q4: 15,151 shares 15,151 $12.8K <0.01% 0 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 69 shares; 2022Q4: 71 shares; 2023Q1: 141 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 143 shares 143 $12.7K <0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1 shares; 2023Q1: 0 shares; 2023Q2: not reported; 2023Q3: 150 shares; 2023Q4: 150 shares 150 $12.7K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 90 shares; 2022Q4: 113 shares; 2023Q1: 140 shares; 2023Q2: 140 shares; 2023Q3: 90 shares; 2023Q4: 90 shares 90 $12.2K <0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 640 shares; 2022Q4: 140 shares; 2023Q1: 140 shares; 2023Q2: 123 shares; 2023Q3: 123 shares; 2023Q4: 123 shares 123 $11.9K <0.01% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 128 shares; 2022Q4: 255 shares; 2023Q1: 95 shares; 2023Q2: 935 shares; 2023Q3: 45 shares; 2023Q4: 45 shares 45 $11.7K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 225 shares; 2022Q4: 120 shares; 2023Q1: 120 shares; 2023Q2: 31 shares; 2023Q3: 31 shares; 2023Q4: 143 shares 143 $11.7K <0.01% +112 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 143 shares; 2022Q4: 144 shares; 2023Q1: 144 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 144 shares 144 $11.7K <0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 92 shares; 2022Q4: 92 shares; 2023Q1: 178 shares; 2023Q2: 178 shares; 2023Q3: 178 shares; 2023Q4: 178 shares 178 $11.5K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 252 shares; 2022Q4: 252 shares; 2023Q1: 140 shares; 2023Q2: 376 shares; 2023Q3: 187 shares; 2023Q4: 235 shares 235 $11.1K <0.01% +48 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 133 shares 133 $10.9K <0.01% new Timeline LIBERTY MEDIA CORP-LIBERTY-C LIBERTY MEDIA CORP-LIBERTY-C More: the full row for LIBERTY MEDIA CORP-LIBERTY-C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 252 shares; 2023Q2: 173 shares; 2023Q3: 173 shares; 2023Q4: 173 shares 173 $10.9K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 50 shares; 2022Q4: not reported; 2023Q1: 42 shares; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares 42 $10.9K <0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 80 shares; 2022Q4: 105 shares; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 80 shares 80 $10.6K <0.01% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 546 shares; 2023Q2: 556 shares; 2023Q3: 546 shares; 2023Q4: 546 shares 546 $10.5K <0.01% 0 Timeline DJD 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 221 shares; 2022Q4: 221 shares; 2023Q1: 221 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 221 shares 221 $10.2K <0.01% new Timeline XMCRX MFS CHARTER INCOME TR More: the full row for MFS CHARTER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,500 shares; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,500 shares 1,500 $9.69K <0.01% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 209 shares; 2023Q2: 209 shares; 2023Q3: 209 shares; 2023Q4: 209 shares 209 $9.45K <0.01% 0 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 40 shares; 2022Q4: 40 shares; 2023Q1: 264 shares; 2023Q2: 152 shares; 2023Q3: 40 shares; 2023Q4: 40 shares 40 $9.42K <0.01% 0 AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 263 shares; 2022Q4: 263 shares; 2023Q1: 263 shares; 2023Q2: 263 shares; 2023Q3: 263 shares; 2023Q4: 263 shares 263 $9.4K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 34 shares; 2023Q4: 192 shares 192 $9.29K <0.01% +158 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 140 shares; 2022Q4: 262 shares; 2023Q1: 140 shares; 2023Q2: 70 shares; 2023Q3: 70 shares; 2023Q4: 70 shares 70 $8.99K <0.01% 0 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 137 shares 137 $8.95K <0.01% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 231 shares; 2022Q4: 231 shares; 2023Q1: 231 shares; 2023Q2: 231 shares; 2023Q3: 231 shares; 2023Q4: 231 shares 231 $8.93K <0.01% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 25 shares 25 $8.91K <0.01% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 37 shares; 2023Q2: 37 shares; 2023Q3: 37 shares; 2023Q4: 37 shares 37 $8.86K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 74 shares; 2023Q2: 74 shares; 2023Q3: 74 shares; 2023Q4: 74 shares 74 $8.81K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 92 shares; 2022Q4: 694 shares; 2023Q1: 694 shares; 2023Q2: 767 shares; 2023Q3: 694 shares; 2023Q4: 92 shares 92 $8.65K <0.01% -602 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 84 shares; 2023Q2: 84 shares; 2023Q3: 84 shares; 2023Q4: 84 shares 84 $8.49K <0.01% 0 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 190 shares; 2023Q2: 190 shares; 2023Q3: 190 shares; 2023Q4: 190 shares 190 $8.42K <0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 264 shares 264 $8.19K <0.01% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 215 shares; 2022Q4: 227 shares; 2023Q1: 216 shares; 2023Q2: 93 shares; 2023Q3: 94 shares; 2023Q4: 94 shares 94 $8.18K <0.01% 0 Timeline FBAK FIRST NATIONAL BANK ALASKA More: the full row for FIRST NATIONAL BANK ALASKA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 41 shares; 2023Q2: 41 shares; 2023Q3: 41 shares; 2023Q4: 41 shares 41 $8.15K <0.01% 0 Timeline BBJP 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 259 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 150 shares 150 $7.88K <0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 153 shares; 2022Q4: 153 shares; 2023Q1: 153 shares; 2023Q2: 153 shares; 2023Q3: 153 shares; 2023Q4: 153 shares 153 $7.81K <0.01% 0 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 150 shares 150 $7.78K <0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 68 shares; 2022Q4: 69 shares; 2023Q1: 68 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares 100 $7.69K <0.01% 0 Timeline JPMORGAN CHASE& CO DEP SHS … JPMORGAN CHASE& CO DEP SHS REP More: the full row for JPMORGAN CHASE& CO DEP SHS REP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 307 shares; 2023Q2: 307 shares; 2023Q3: 307 shares; 2023Q4: 307 shares 307 $7.67K <0.01% 0 BBEU 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 239 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 135 shares 135 $7.64K <0.01% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 650 shares; 2022Q4: 150 shares; 2023Q1: 168 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 150 shares 150 $7.61K <0.01% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25 shares; 2022Q4: not reported; 2023Q1: 48 shares; 2023Q2: 48 shares; 2023Q3: not reported; 2023Q4: 48 shares 48 $7.57K <0.01% new Timeline CONSOL ENERGY INC NEW CONSOL ENERGY INC NEW More: the full row for CONSOL ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 75 shares 75 $7.54K <0.01% new LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 70 shares; 2023Q2: 70 shares; 2023Q3: 70 shares; 2023Q4: 70 shares 70 $7.44K <0.01% 0 Timeline CLB CORE LABORATORIES INC More: the full row for CORE LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 420 shares; 2023Q3: 420 shares; 2023Q4: 420 shares 420 $7.42K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares 100 $7.36K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 200 shares; 2022Q4: not reported; 2023Q1: 55 shares; 2023Q2: 55 shares; 2023Q3: 55 shares; 2023Q4: 55 shares 55 $7.33K <0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 45 shares; 2022Q4: 45 shares; 2023Q1: 62 shares; 2023Q2: 17 shares; 2023Q3: not reported; 2023Q4: 45 shares 45 $7.24K <0.01% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 73 shares; 2023Q2: 73 shares; 2023Q3: 73 shares; 2023Q4: 73 shares 73 $7.22K <0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 149 shares; 2023Q2: 149 shares; 2023Q3: 149 shares; 2023Q4: 149 shares 149 $7.17K <0.01% 0 Timeline VOYA VOYA FINL INC DEP SH REPSTG 1/ More: the full row for VOYA FINL INC DEP SH REPSTG 1/ Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 307 shares; 2023Q2: 307 shares; 2023Q3: 307 shares; 2023Q4: 307 shares 307 $7.13K <0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 58 shares; 2023Q2: 58 shares; 2023Q3: 58 shares; 2023Q4: 58 shares 58 $7.06K <0.01% 0 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 119 shares; 2022Q4: 119 shares; 2023Q1: 119 shares; 2023Q2: 119 shares; 2023Q3: 119 shares; 2023Q4: 119 shares 119 $7K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 800 shares; 2022Q4: not reported; 2023Q1: 106 shares; 2023Q2: 106 shares; 2023Q3: 106 shares; 2023Q4: 136 shares 136 $7K <0.01% +30 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 321 shares; 2023Q4: 321 shares 321 $6.91K <0.01% 0 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 135 shares 135 $6.44K <0.01% new Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 166 shares; 2022Q4: 166 shares; 2023Q1: 265 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 314 shares 314 $6.43K <0.01% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 350 shares 350 $6.39K <0.01% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 201 shares 201 $6.33K <0.01% new Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 231 shares 231 $6.15K <0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 40 shares; 2023Q2: 106 shares; 2023Q3: 106 shares; 2023Q4: 106 shares 106 $6.11K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 173 shares; 2023Q2: 173 shares; 2023Q3: 173 shares; 2023Q4: 173 shares 173 $5.73K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 389 shares; 2023Q2: 396 shares; 2023Q3: 151 shares; 2023Q4: 167 shares 167 $5.68K <0.01% +16 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 54 shares; 2023Q2: 54 shares; 2023Q3: 54 shares; 2023Q4: 54 shares 54 $5.6K <0.01% 0 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 560 shares 560 $5.58K <0.01% new Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 964 shares; 2023Q4: 964 shares 964 $5.55K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 337 shares; 2022Q4: 338 shares; 2023Q1: 410 shares; 2023Q2: 271 shares; 2023Q3: 271 shares; 2023Q4: 271 shares 271 $5.37K <0.01% 0 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 189 shares 189 $5.31K <0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,224 shares; 2022Q4: 2,224 shares; 2023Q1: 2,224 shares; 2023Q2: 308 shares; 2023Q3: 308 shares; 2023Q4: 308 shares 308 $5.23K <0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares 30 $5.17K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 28 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 46 shares; 2023Q4: 51 shares 51 $5.04K <0.01% +5 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 96 shares; 2023Q2: 96 shares; 2023Q3: 96 shares; 2023Q4: 96 shares 96 $5.01K <0.01% 0 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 240 shares; 2022Q4: 240 shares; 2023Q1: 240 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 240 shares 240 $4.81K <0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 163 shares; 2023Q2: 163 shares; 2023Q3: 163 shares; 2023Q4: 163 shares 163 $4.77K <0.01% 0 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 7 shares; 2023Q1: 7 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 165 shares 165 $4.74K <0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 322 shares; 2023Q2: 322 shares; 2023Q3: 322 shares; 2023Q4: 322 shares 322 $4.64K <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 125 shares 125 $4.58K <0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 86 shares; 2023Q4: 86 shares 86 $4.47K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 156 shares; 2023Q2: 156 shares; 2023Q3: 156 shares; 2023Q4: 156 shares 156 $4.46K <0.01% 0 Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 47 shares; 2023Q2: 47 shares; 2023Q3: 47 shares; 2023Q4: 47 shares 47 $4.4K <0.01% 0 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 125 shares; 2023Q4: 125 shares 125 $4.36K <0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 300 shares; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares 150 $4.33K <0.01% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 100 shares 100 $4.27K <0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 60 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares 60 $4.21K <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 209 shares; 2023Q2: 70 shares; 2023Q3: 50 shares; 2023Q4: 53 shares 53 $4.1K <0.01% +3 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,250 shares; 2022Q4: 1,250 shares; 2023Q1: 1,250 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,250 shares 1,250 $4.09K <0.01% new Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 46 shares; 2022Q4: 46 shares; 2023Q1: 46 shares; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: 46 shares 46 $4.04K <0.01% 0 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 86 shares; 2023Q4: 86 shares 86 $4.03K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 107 shares; 2023Q2: 107 shares; 2023Q3: 107 shares; 2023Q4: 107 shares 107 $3.96K <0.01% 0 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 136 shares; 2022Q4: 137 shares; 2023Q1: 136 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 136 shares 136 $3.9K <0.01% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 95 shares; 2023Q2: 95 shares; 2023Q3: 95 shares; 2023Q4: 95 shares 95 $3.85K <0.01% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 188 shares; 2022Q4: 188 shares; 2023Q1: 188 shares; 2023Q2: 188 shares; 2023Q3: 188 shares; 2023Q4: 188 shares 188 $3.75K <0.01% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 64 shares; 2023Q2: 64 shares; 2023Q3: 64 shares; 2023Q4: 64 shares 64 $3.58K <0.01% 0 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 131 shares; 2023Q2: 131 shares; 2023Q3: not reported; 2023Q4: 131 shares 131 $3.54K <0.01% new Timeline BBAX 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 160 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 70 shares 70 $3.47K <0.01% new Timeline ABAT AMERICAN BATTERY TECHNOLOGY More: the full row for AMERICAN BATTERY TECHNOLOGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 707 shares; 2023Q4: 707 shares 707 $3.32K <0.01% 0 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 40 shares; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 40 shares 40 $3.31K <0.01% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 168 shares; 2023Q2: 168 shares; 2023Q3: 168 shares; 2023Q4: 168 shares 168 $3.27K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 203 shares; 2022Q4: 267 shares; 2023Q1: 205 shares; 2023Q2: 155 shares; 2023Q3: 137 shares; 2023Q4: 50 shares 50 $3.07K <0.01% -87 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 18 shares; 2022Q4: 46 shares; 2023Q1: 18 shares; 2023Q2: 18 shares; 2023Q3: 18 shares; 2023Q4: 18 shares 18 $3.07K <0.01% 0 Timeline DTEGY DEUTSCHE TELEKOM AG-SPON ADR More: the full row for DEUTSCHE TELEKOM AG-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 127 shares; 2023Q2: 127 shares; 2023Q3: 127 shares; 2023Q4: 127 shares 127 $3.06K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 19 shares; 2022Q4: 19 shares; 2023Q1: 29 shares; 2023Q2: 29 shares; 2023Q3: 19 shares; 2023Q4: 19 shares 19 $3.02K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 23 shares; 2023Q2: 23 shares; 2023Q3: 23 shares; 2023Q4: 23 shares 23 $3.02K <0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: 83 shares 83 $3K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 154 shares; 2022Q4: 154 shares; 2023Q1: 150 shares; 2023Q2: 2,748 shares; 2023Q3: not reported; 2023Q4: 150 shares 150 $2.78K <0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 50 shares; 2022Q4: not reported; 2023Q1: 42 shares; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares 42 $2.78K <0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 49 shares; 2022Q4: 49 shares; 2023Q1: 49 shares; 2023Q2: 49 shares; 2023Q3: 49 shares; 2023Q4: 49 shares 49 $2.55K <0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares 25 $2.53K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 69 shares; 2022Q4: 70 shares; 2023Q1: 114 shares; 2023Q2: 44 shares; 2023Q3: 44 shares; 2023Q4: 44 shares 44 $2.41K <0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 134 shares; 2023Q2: 134 shares; 2023Q3: 134 shares; 2023Q4: 134 shares 134 $2.39K <0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 414 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 135 shares 135 $2.21K <0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 11 shares; 2022Q4: 11 shares; 2023Q1: 11 shares; 2023Q2: 11 shares; 2023Q3: 11 shares; 2023Q4: 11 shares 11 $2.19K <0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 75 shares; 2022Q4: 36 shares; 2023Q1: 16 shares; 2023Q2: 16 shares; 2023Q3: 16 shares; 2023Q4: 16 shares 16 $2.19K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 17 shares; 2022Q4: 17 shares; 2023Q1: 17 shares; 2023Q2: 17 shares; 2023Q3: 17 shares; 2023Q4: 17 shares 17 $2.15K <0.01% 0 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 214 shares; 2022Q4: 214 shares; 2023Q1: 214 shares; 2023Q2: 214 shares; 2023Q3: 214 shares; 2023Q4: 214 shares 214 $2.11K <0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 36 shares; 2023Q3: 37 shares; 2023Q4: 37 shares 37 $2.06K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 459 shares; 2022Q4: not reported; 2023Q1: 49 shares; 2023Q2: 49 shares; 2023Q3: 49 shares; 2023Q4: 49 shares 49 $2.03K <0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares 40 $1.99K <0.01% 0 Timeline ASAN ASANA INC More: the full row for ASANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 100 shares 100 $1.9K <0.01% new Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 220 shares; 2022Q4: 220 shares; 2023Q1: 220 shares; 2023Q2: 220 shares; 2023Q3: 189 shares; 2023Q4: 32 shares 32 $1.84K <0.01% -157 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 919 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 95 shares 95 $1.71K <0.01% new Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 38 shares 38 $1.67K <0.01% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 12 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7 shares 7 $1.54K <0.01% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 13 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 13 shares 13 $1.52K <0.01% 0 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 109 shares 109 $1.46K <0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 33 shares; 2022Q4: 15 shares; 2023Q1: 184 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 15 shares 15 $1.45K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 9 shares; 2023Q2: 9 shares; 2023Q3: 3 shares; 2023Q4: 3 shares 3 $1.37K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 38 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: 38 shares 38 $1.36K <0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 50 shares; 2022Q4: 50 shares; 2023Q1: 59 shares; 2023Q2: 9 shares; 2023Q3: 9 shares; 2023Q4: 9 shares 9 $1.25K <0.01% 0 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 21 shares; 2023Q1: 21 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 21 shares 21 $1.25K <0.01% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,071 shares; 2022Q4: 1,071 shares; 2023Q1: 803 shares; 2023Q2: 143 shares; 2023Q3: not reported; 2023Q4: 32 shares 32 $1.12K <0.01% new Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,618 shares; 2022Q4: 1,618 shares; 2023Q1: 1,618 shares; 2023Q2: 1,618 shares; 2023Q3: not reported; 2023Q4: 282 shares 282 $1.1K <0.01% new Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 11 shares; 2023Q1: 10 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10 shares 10 $989 <0.01% new Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 78 shares; 2023Q1: 78 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 78 shares 78 $879 <0.01% new Timeline AVANGRID INC AVANGRID INC More: the full row for AVANGRID INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 27 shares 27 $875 <0.01% new EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 4 shares; 2023Q1: 3 shares; 2023Q2: 3 shares; 2023Q3: 1 shares; 2023Q4: 1 shares 1 $805 <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8 shares 8 $758 <0.01% new Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 205 shares; 2022Q4: 205 shares; 2023Q1: 350 shares; 2023Q2: 48 shares; 2023Q3: 48 shares; 2023Q4: 49 shares 49 $704 <0.01% +1 Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 136 shares; 2022Q4: 136 shares; 2023Q1: 136 shares; 2023Q2: 136 shares; 2023Q3: 136 shares; 2023Q4: 136 shares 136 $653 <0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares 4 $648 <0.01% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 100 shares 100 $609 <0.01% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 800 shares; 2022Q4: not reported; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: not reported; 2023Q4: 30 shares 30 $592 <0.01% new Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 46 shares; 2022Q4: 46 shares; 2023Q1: 46 shares; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: 46 shares 46 $571 <0.01% 0 Timeline CANOO INC CANOO INC More: the full row for CANOO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,000 shares; 2022Q4: 2,000 shares; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares 2,000 $514 <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 241 shares; 2022Q4: 14 shares; 2023Q1: 14 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 14 shares 14 $485 <0.01% new Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 10 shares; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares 10 $460 <0.01% 0 Timeline QQQJ 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 17 shares; 2023Q1: 17 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 17 shares 17 $459 <0.01% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 29 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 433 shares; 2023Q3: 700 shares; 2023Q4: 4 shares 4 $396 <0.01% -696 Timeline PAASF PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 700 shares 700 $361 <0.01% new Timeline PLNH PLANET 13 HLDGS INC NEV More: the full row for PLANET 13 HLDGS INC NEV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 500 shares; 2023Q4: 500 shares 500 $320 <0.01% 0 Timeline ACLLY ACCELLERON INDS LTD ADR(CHE) More: the full row for ACCELLERON INDS LTD ADR(CHE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 9 shares; 2023Q2: 9 shares; 2023Q3: 9 shares; 2023Q4: 9 shares 9 $281 <0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 22 shares; 2023Q1: 22 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6 shares 6 $274 <0.01% new Timeline CVY 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: not reported; 2023Q4: 10 shares 10 $238 <0.01% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3 shares; 2023Q1: 3 shares; 2023Q2: 3 shares; 2023Q3: 3 shares; 2023Q4: 3 shares 3 $230 <0.01% 0 Timeline EVGO EVGO INC More: the full row for EVGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 25 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 61 shares 61 $218 <0.01% new Timeline NLOP NET LEASE OFFICE PROPERTIES More: the full row for NET LEASE OFFICE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11 shares 11 $203 <0.01% new Timeline TCEHY TENCENT HOLDINGS LTD-UNS ADR More: the full row for TENCENT HOLDINGS LTD-UNS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 48 shares; 2022Q4: 15 shares; 2023Q1: 15 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5 shares 5 $189 <0.01% new Timeline