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; 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; 2024Q1: 6,983,047 shares 6,983,047 $223M 23.64% -349,607 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 190,540 shares; 2023Q2: 857,270 shares; 2023Q3: 1,632,359 shares; 2023Q4: 2,460,176 shares; 2024Q1: 2,757,401 shares 2,757,401 $126M 13.32% +297,225 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; 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; 2024Q1: 2,031,427 shares 2,031,427 $51.9M 5.5% +175,815 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; 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; 2024Q1: 2,064,259 shares 2,064,259 $51M 5.41% +256,923 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; 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; 2024Q1: 507,753 shares 507,753 $48.3M 5.12% -23,939 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; 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; 2024Q1: 1,502,137 shares 1,502,137 $45.4M 4.81% +201,076 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; 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; 2024Q1: 410,533 shares 410,533 $31.7M 3.36% -373,692 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 537,526 shares; 2022Q4: 565,937 shares; 2023Q1: 584,411 shares; 2023Q2: 584,407 shares; 2023Q3: 593,180 shares; 2023Q4: 531,878 shares; 2024Q1: 549,315 shares 549,315 $25.9M 2.74% +17,437 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 81,972 shares; 2023Q2: 400,735 shares; 2023Q3: 630,029 shares; 2023Q4: 898,275 shares; 2024Q1: 972,490 shares 972,490 $25.8M 2.74% +74,215 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 257,162 shares; 2022Q4: 375,023 shares; 2023Q1: 305,665 shares; 2023Q2: 244,859 shares; 2023Q3: 195,546 shares; 2023Q4: 208,742 shares; 2024Q1: 119,173 shares 119,173 $19.6M 2.08% -89,569 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; 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; 2024Q1: 503,216 shares 503,216 $18.4M 1.95% -38,366 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 63,506 shares; 2022Q4: 61,246 shares; 2023Q1: 61,248 shares; 2023Q2: 61,195 shares; 2023Q3: 61,064 shares; 2023Q4: 60,915 shares; 2024Q1: 60,898 shares 60,898 $17.5M 1.86% -17 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; 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; 2024Q1: 625,909 shares 625,909 $16.1M 1.7% -94,067 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 16,583 shares; 2022Q4: 19,073 shares; 2023Q1: 19,097 shares; 2023Q2: 18,753 shares; 2023Q3: 21,140 shares; 2023Q4: 32,055 shares; 2024Q1: 24,860 shares 24,860 $13.1M 1.39% -7,195 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 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; 2024Q1: 462,192 shares 462,192 $11.3M 1.2% -26,056 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 23,918 shares; 2022Q4: 24,254 shares; 2023Q1: 24,304 shares; 2023Q2: 26,122 shares; 2023Q3: 24,705 shares; 2023Q4: 25,060 shares; 2024Q1: 24,876 shares 24,876 $10.5M 1.11% -184 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 375,212 shares; 2022Q4: 360,155 shares; 2023Q1: 329,683 shares; 2023Q2: 262,151 shares; 2023Q3: 212,368 shares; 2023Q4: 136,268 shares; 2024Q1: 124,447 shares 124,447 $9.94M 1.05% -11,821 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; 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; 2024Q1: 216,788 shares 216,788 $8.87M 0.94% -8,248 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; 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; 2024Q1: 223,159 shares 223,159 $8.58M 0.91% -1,480 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 66,679 shares; 2022Q4: 142,157 shares; 2023Q1: 134,581 shares; 2023Q2: 118,136 shares; 2023Q3: 113,374 shares; 2023Q4: 89,267 shares; 2024Q1: 76,414 shares 76,414 $8.22M 0.87% -12,853 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; 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; 2024Q1: 154,051 shares 154,051 $8.05M 0.85% -379,563 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; 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; 2024Q1: 150,838 shares 150,838 $7.63M 0.81% -24,031 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 22,675 shares; 2022Q4: 20,404 shares; 2023Q1: 20,535 shares; 2023Q2: 31,132 shares; 2023Q3: 30,035 shares; 2023Q4: 31,452 shares; 2024Q1: 28,573 shares 28,573 $7.43M 0.79% -2,879 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 74,113 shares; 2022Q4: 83,336 shares; 2023Q1: 77,609 shares; 2023Q2: 73,841 shares; 2023Q3: 73,035 shares; 2023Q4: 64,337 shares; 2024Q1: 61,340 shares 61,340 $7.05M 0.75% -2,997 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 79,957 shares; 2022Q4: 93,777 shares; 2023Q1: 92,541 shares; 2023Q2: 95,001 shares; 2023Q3: 94,482 shares; 2023Q4: 166,583 shares; 2024Q1: 134,645 shares 134,645 $6.76M 0.72% -31,938 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; 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; 2024Q1: 72,289 shares 72,289 $6.25M 0.66% -6,025 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 605,498 shares; 2022Q4: 921,951 shares; 2023Q1: 549,138 shares; 2023Q2: 420,005 shares; 2023Q3: 335,008 shares; 2023Q4: 524,539 shares; 2024Q1: 156,256 shares 156,256 $5.04M 0.53% -368,283 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 9,371 shares; 2022Q4: 8,905 shares; 2023Q1: 9,786 shares; 2023Q2: 9,239 shares; 2023Q3: 9,221 shares; 2023Q4: 9,973 shares; 2024Q1: 9,433 shares 9,433 $4.93M 0.52% -540 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 24,074 shares; 2022Q4: 159,053 shares; 2023Q1: 23,895 shares; 2023Q2: 28,093 shares; 2023Q3: 24,111 shares; 2023Q4: 161,707 shares; 2024Q1: 23,852 shares 23,852 $4.09M 0.43% -137,855 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,845 shares; 2022Q4: 52,829 shares; 2023Q1: 52,871 shares; 2023Q2: 51,467 shares; 2023Q3: 46,323 shares; 2023Q4: 38,490 shares; 2024Q1: 36,971 shares 36,971 $3.87M 0.41% -1,519 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; 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; 2024Q1: 83,790 shares 83,790 $3.29M 0.35% -1,082 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; 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; 2024Q1: 54,220 shares 54,220 $3.27M 0.35% +12,384 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; 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; 2024Q1: 158,932 shares 158,932 $3.25M 0.34% -136,366 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 18,801 shares; 2022Q4: 19,016 shares; 2023Q1: 18,242 shares; 2023Q2: 18,060 shares; 2023Q3: 16,609 shares; 2023Q4: 18,256 shares; 2024Q1: 17,148 shares 17,148 $3.09M 0.33% -1,108 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 16,989 shares; 2022Q4: 16,671 shares; 2023Q1: 16,561 shares; 2023Q2: 16,566 shares; 2023Q3: 16,554 shares; 2023Q4: 16,569 shares; 2024Q1: 16,575 shares 16,575 $2.97M 0.31% +6 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 81,639 shares; 2022Q4: 81,055 shares; 2023Q1: 81,061 shares; 2023Q2: 83,681 shares; 2023Q3: 82,129 shares; 2023Q4: 81,033 shares; 2024Q1: 80,292 shares 80,292 $2.95M 0.31% -741 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,748 shares 12,748 $2.74M 0.29% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 10,017 shares; 2022Q4: 7,899 shares; 2023Q1: 7,931 shares; 2023Q2: 21,756 shares; 2023Q3: 28,207 shares; 2023Q4: 25,765 shares; 2024Q1: 33,296 shares 33,296 $2.68M 0.28% +7,531 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; 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; 2024Q1: 58,569 shares 58,569 $2.45M 0.26% -17,705 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 51,041 shares; 2022Q4: 48,373 shares; 2023Q1: 47,564 shares; 2023Q2: 48,858 shares; 2023Q3: 45,407 shares; 2023Q4: 43,713 shares; 2024Q1: 42,909 shares 42,909 $2.21M 0.23% -804 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; 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; 2024Q1: 41,952 shares 41,952 $2.08M 0.22% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 32,388 shares 32,388 $2.02M 0.21% -2,779 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 19,215 shares; 2022Q4: 19,249 shares; 2023Q1: 19,221 shares; 2023Q2: 19,501 shares; 2023Q3: 19,344 shares; 2023Q4: 20,148 shares; 2024Q1: 17,760 shares 17,760 $1.96M 0.21% -2,388 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 33,997 shares; 2022Q4: 35,277 shares; 2023Q1: 34,972 shares; 2023Q2: 24,786 shares; 2023Q3: 24,711 shares; 2023Q4: 25,183 shares; 2024Q1: 23,691 shares 23,691 $1.89M 0.2% -1,492 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,495 shares; 2022Q4: 4,434 shares; 2023Q1: 4,452 shares; 2023Q2: 4,299 shares; 2023Q3: 4,261 shares; 2023Q4: 4,299 shares; 2024Q1: 4,229 shares 4,229 $1.78M 0.19% -70 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 961 shares; 2022Q4: 956 shares; 2023Q1: 941 shares; 2023Q2: 941 shares; 2023Q3: 1,157 shares; 2023Q4: 6,438 shares; 2024Q1: 29,148 shares 29,148 $1.77M 0.19% +22,710 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 15,251 shares; 2022Q4: 16,488 shares; 2023Q1: 16,500 shares; 2023Q2: 16,621 shares; 2023Q3: 15,694 shares; 2023Q4: 10,694 shares; 2024Q1: 10,679 shares 10,679 $1.74M 0.18% -15 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,498 shares; 2022Q4: 2,487 shares; 2023Q1: 2,468 shares; 2023Q2: 6,340 shares; 2023Q3: 6,068 shares; 2023Q4: 6,070 shares; 2024Q1: 6,081 shares 6,081 $1.52M 0.16% +11 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,631 shares; 2022Q4: 3,240 shares; 2023Q1: 3,209 shares; 2023Q2: 3,012 shares; 2023Q3: 1,862 shares; 2023Q4: 2,476 shares; 2024Q1: 1,677 shares 1,677 $1.52M 0.16% -799 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,245 shares; 2022Q4: 1,312 shares; 2023Q1: 1,376 shares; 2023Q2: 1,281 shares; 2023Q3: 1,815 shares; 2023Q4: 3,010 shares; 2024Q1: 2,945 shares 2,945 $1.42M 0.15% -65 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 41,155 shares; 2024Q1: 41,168 shares 41,168 $1.39M 0.15% +13 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,056 shares; 2022Q4: 2,155 shares; 2023Q1: 2,144 shares; 2023Q2: 2,156 shares; 2023Q3: 1,884 shares; 2023Q4: 1,971 shares; 2024Q1: 1,816 shares 1,816 $1.33M 0.14% -155 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 6,592 shares 6,592 $1.31M 0.14% -528 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 23,091 shares; 2022Q4: 32,484 shares; 2023Q1: 31,149 shares; 2023Q2: 33,050 shares; 2023Q3: 18,160 shares; 2023Q4: 9,874 shares; 2024Q1: 13,238 shares 13,238 $1.3M 0.14% +3,364 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,069 shares; 2022Q4: 6,001 shares; 2023Q1: 5,990 shares; 2023Q2: 5,887 shares; 2023Q3: 5,887 shares; 2023Q4: 5,957 shares; 2024Q1: 5,887 shares 5,887 $1.24M 0.13% -70 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 112 shares; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 1,722 shares; 2023Q3: 4,241 shares; 2023Q4: 5,259 shares; 2024Q1: 7,053 shares 7,053 $1.24M 0.13% +1,794 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 9,826 shares; 2022Q4: 12,510 shares; 2023Q1: 12,531 shares; 2023Q2: 12,549 shares; 2023Q3: 12,549 shares; 2023Q4: 12,591 shares; 2024Q1: 12,608 shares 12,608 $1.18M 0.13% +17 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; 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; 2024Q1: 4,837 shares 4,837 $1.16M 0.12% 0 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,401 shares; 2022Q4: 20,803 shares; 2023Q1: 20,803 shares; 2023Q2: 19,909 shares; 2023Q3: 19,909 shares; 2023Q4: 19,909 shares; 2024Q1: 19,909 shares 19,909 $1.15M 0.12% 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; 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; 2024Q1: 7,200 shares 7,200 $1.14M 0.12% +8 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; 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; 2024Q1: 4,679 shares 4,679 $1.07M 0.11% -913 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 8,755 shares; 2022Q4: 8,756 shares; 2023Q1: 8,756 shares; 2023Q2: 8,756 shares; 2023Q3: 8,756 shares; 2023Q4: 8,756 shares; 2024Q1: 8,756 shares 8,756 $1.04M 0.11% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 23,973 shares; 2022Q4: 21,795 shares; 2023Q1: 22,413 shares; 2023Q2: 17,502 shares; 2023Q3: 16,808 shares; 2023Q4: 22,206 shares; 2024Q1: 16,727 shares 16,727 $981K 0.1% -5,479 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; 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; 2024Q1: 32,687 shares 32,687 $965K 0.1% -907 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; 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; 2024Q1: 17,059 shares 17,059 $902K 0.1% -3,397 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; 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; 2024Q1: 3,953 shares 3,953 $900K 0.1% +658 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,486 shares; 2022Q4: 3,487 shares; 2023Q1: 3,630 shares; 2023Q2: 3,630 shares; 2023Q3: 3,630 shares; 2023Q4: 3,631 shares; 2024Q1: 3,632 shares 3,632 $899K 0.1% +1 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,009 shares; 2022Q4: 1,032 shares; 2023Q1: 1,009 shares; 2023Q2: 1,009 shares; 2023Q3: 1,009 shares; 2023Q4: 1,009 shares; 2024Q1: 1,092 shares 1,092 $850K 0.09% +83 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,781 shares; 2022Q4: 3,666 shares; 2023Q1: 3,172 shares; 2023Q2: 1,967 shares; 2023Q3: 2,316 shares; 2023Q4: 3,688 shares; 2024Q1: 1,859 shares 1,859 $825K 0.09% -1,829 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 17,133 shares; 2022Q4: 17,133 shares; 2023Q1: 16,033 shares; 2023Q2: 15,690 shares; 2023Q3: 15,458 shares; 2023Q4: 15,123 shares; 2024Q1: 14,747 shares 14,747 $798K 0.08% -376 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,152 shares; 2022Q4: 2,147 shares; 2023Q1: 2,183 shares; 2023Q2: 3,177 shares; 2023Q3: 3,177 shares; 2023Q4: 2,737 shares; 2024Q1: 2,737 shares 2,737 $772K 0.08% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,957 shares; 2022Q4: 2,961 shares; 2023Q1: 2,963 shares; 2023Q2: 2,967 shares; 2023Q3: 3,077 shares; 2023Q4: 3,081 shares; 2024Q1: 3,084 shares 3,084 $771K 0.08% +3 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,290 shares; 2022Q4: 4,251 shares; 2023Q1: 4,313 shares; 2023Q2: 4,454 shares; 2023Q3: 4,454 shares; 2023Q4: 4,456 shares; 2024Q1: 4,733 shares 4,733 $768K 0.08% +277 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 435 shares; 2023Q3: 435 shares; 2023Q4: 14,947 shares; 2024Q1: 14,824 shares 14,824 $751K 0.08% -123 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,488 shares; 2022Q4: 2,489 shares; 2023Q1: 2,489 shares; 2023Q2: 2,875 shares; 2023Q3: 2,659 shares; 2023Q4: 2,694 shares; 2024Q1: 2,183 shares 2,183 $736K 0.08% -511 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,178 shares; 2022Q4: 3,178 shares; 2023Q1: 4,730 shares; 2023Q2: 5,173 shares; 2023Q3: 5,173 shares; 2023Q4: 5,173 shares; 2024Q1: 5,456 shares 5,456 $720K 0.08% +283 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; 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; 2024Q1: 21,475 shares 21,475 $697K 0.07% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,256 shares; 2022Q4: 5,996 shares; 2023Q1: 5,996 shares; 2023Q2: 5,696 shares; 2023Q3: 5,696 shares; 2023Q4: 5,996 shares; 2024Q1: 5,203 shares 5,203 $654K 0.07% -793 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,150 shares; 2022Q4: 4,750 shares; 2023Q1: 4,610 shares; 2023Q2: 7,050 shares; 2023Q3: 4,590 shares; 2023Q4: 4,820 shares; 2024Q1: 4,212 shares 4,212 $641K 0.07% -608 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; 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; 2024Q1: 13,105 shares 13,105 $628K 0.07% +1,416 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 9,490 shares; 2022Q4: 7,976 shares; 2023Q1: 7,897 shares; 2023Q2: 7,618 shares; 2023Q3: 6,896 shares; 2023Q4: 7,936 shares; 2024Q1: 6,834 shares 6,834 $625K 0.07% -1,102 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,215 shares; 2022Q4: 1,217 shares; 2023Q1: 1,197 shares; 2023Q2: 1,197 shares; 2023Q3: 1,119 shares; 2023Q4: 1,082 shares; 2024Q1: 1,119 shares 1,119 $622K 0.07% +37 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 538 shares; 2023Q1: 538 shares; 2023Q2: 538 shares; 2023Q3: 538 shares; 2023Q4: 538 shares; 2024Q1: 538 shares 538 $577K 0.06% 0 DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,216 shares; 2022Q4: 5,618 shares; 2023Q1: 5,618 shares; 2023Q2: 4,568 shares; 2023Q3: 4,568 shares; 2023Q4: 5,568 shares; 2024Q1: 4,568 shares 4,568 $563K 0.06% -1,000 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,829 shares; 2022Q4: 4,830 shares; 2023Q1: 6,115 shares; 2023Q2: 6,120 shares; 2023Q3: 6,120 shares; 2023Q4: 6,134 shares; 2024Q1: 6,140 shares 6,140 $555K 0.06% +6 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,545 shares; 2022Q4: 1,545 shares; 2023Q1: 1,545 shares; 2023Q2: 1,634 shares; 2023Q3: 1,660 shares; 2023Q4: 1,629 shares; 2024Q1: 1,600 shares 1,600 $551K 0.06% -29 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,479 shares; 2022Q4: 6,480 shares; 2023Q1: 6,479 shares; 2023Q2: 6,479 shares; 2023Q3: 6,679 shares; 2023Q4: 6,479 shares; 2024Q1: 6,479 shares 6,479 $545K 0.06% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,900 shares; 2022Q4: 5,530 shares; 2023Q1: 4,805 shares; 2023Q2: 5,674 shares; 2023Q3: 3,574 shares; 2023Q4: 3,794 shares; 2024Q1: 3,594 shares 3,594 $542K 0.06% -200 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; 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; 2024Q1: 11,601 shares 11,601 $540K 0.06% 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; 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; 2024Q1: 6,364 shares 6,364 $537K 0.06% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 12,291 shares; 2022Q4: 14,253 shares; 2023Q1: 9,330 shares; 2023Q2: 6,913 shares; 2023Q3: 6,746 shares; 2023Q4: 9,143 shares; 2024Q1: 6,937 shares 6,937 $502K 0.05% -2,206 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,719 shares; 2022Q4: 2,719 shares; 2023Q1: 2,719 shares; 2023Q2: 2,894 shares; 2023Q3: 2,669 shares; 2023Q4: 2,699 shares; 2024Q1: 2,754 shares 2,754 $502K 0.05% +55 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 9,803 shares; 2022Q4: 9,044 shares; 2023Q1: 9,746 shares; 2023Q2: 10,780 shares; 2023Q3: 7,729 shares; 2023Q4: 7,341 shares; 2024Q1: 6,498 shares 6,498 $472K 0.05% -843 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,111 shares; 2022Q4: 878 shares; 2023Q1: 865 shares; 2023Q2: 1,966 shares; 2023Q3: 949 shares; 2023Q4: 960 shares; 2024Q1: 968 shares 968 $470K 0.05% +8 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; 2022Q2: restricted; 2022Q3: 520 shares; 2022Q4: 520 shares; 2023Q1: 771 shares; 2023Q2: 820 shares; 2023Q3: 1,024 shares; 2023Q4: 1,797 shares; 2024Q1: 1,773 shares 1,773 $462K 0.05% -24 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 829 shares; 2022Q4: 934 shares; 2023Q1: 928 shares; 2023Q2: 1,272 shares; 2023Q3: 924 shares; 2023Q4: 924 shares; 2024Q1: 928 shares 928 $459K 0.05% +4 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,337 shares; 2022Q4: 5,894 shares; 2023Q1: 5,894 shares; 2023Q2: 5,894 shares; 2023Q3: 5,894 shares; 2023Q4: 5,894 shares; 2024Q1: 15,609 shares 15,609 $455K 0.05% +9,715 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,632 shares; 2022Q4: 6,632 shares; 2023Q1: 6,471 shares; 2023Q2: 8,032 shares; 2023Q3: 11,667 shares; 2023Q4: 11,738 shares; 2024Q1: 11,667 shares 11,667 $455K 0.05% -71 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,254 shares; 2022Q4: 1,215 shares; 2023Q1: 1,233 shares; 2023Q2: 1,610 shares; 2023Q3: 1,143 shares; 2023Q4: 1,173 shares; 2024Q1: 1,152 shares 1,152 $442K 0.05% -21 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,095 shares; 2022Q4: 3,989 shares; 2023Q1: 4,716 shares; 2023Q2: 4,477 shares; 2023Q3: 4,453 shares; 2023Q4: 4,453 shares; 2024Q1: 3,749 shares 3,749 $436K 0.05% -704 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,879 shares; 2022Q4: 2,768 shares; 2023Q1: 2,817 shares; 2023Q2: 2,967 shares; 2023Q3: 2,688 shares; 2023Q4: 2,876 shares; 2024Q1: 2,715 shares 2,715 $428K 0.05% -161 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,174 shares; 2022Q4: 1,048 shares; 2023Q1: 1,053 shares; 2023Q2: 1,746 shares; 2023Q3: 1,453 shares; 2023Q4: 1,453 shares; 2024Q1: 1,453 shares 1,453 $413K 0.04% 0 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; 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; 2024Q1: 2,217 shares 2,217 $399K 0.04% -60 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,508 shares; 2022Q4: 7,508 shares; 2023Q1: 7,508 shares; 2023Q2: 7,508 shares; 2023Q3: 7,508 shares; 2023Q4: 6,919 shares; 2024Q1: 6,919 shares 6,919 $399K 0.04% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 3,992 shares 3,992 $375K 0.04% -6 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,947 shares; 2022Q4: 1,924 shares; 2023Q1: 1,924 shares; 2023Q2: 2,250 shares; 2023Q3: 2,250 shares; 2023Q4: 2,440 shares; 2024Q1: 2,076 shares 2,076 $363K 0.04% -364 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 92 shares; 2022Q4: 132 shares; 2023Q1: 92 shares; 2023Q2: 504 shares; 2023Q3: 504 shares; 2023Q4: 692 shares; 2024Q1: 692 shares 692 $363K 0.04% 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; 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; 2024Q1: 2,962 shares 2,962 $362K 0.04% -1 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 5,127 shares; 2023Q1: 5,127 shares; 2023Q2: 5,206 shares; 2023Q3: 5,206 shares; 2023Q4: 5,290 shares; 2024Q1: 5,290 shares 5,290 $359K 0.04% 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; 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; 2024Q1: 5,784 shares 5,784 $353K 0.04% +16 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 573 shares; 2022Q4: 517 shares; 2023Q1: 505 shares; 2023Q2: 1,394 shares; 2023Q3: 1,005 shares; 2023Q4: 1,005 shares; 2024Q1: 1,005 shares 1,005 $348K 0.04% 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; 2022Q2: restricted; 2022Q3: 878 shares; 2022Q4: 878 shares; 2023Q1: 1,540 shares; 2023Q2: 1,556 shares; 2023Q3: 1,568 shares; 2023Q4: 1,570 shares; 2024Q1: 1,668 shares 1,668 $347K 0.04% +98 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,489 shares; 2022Q4: 1,323 shares; 2023Q1: 1,323 shares; 2023Q2: 1,805 shares; 2023Q3: 1,323 shares; 2023Q4: 1,323 shares; 2024Q1: 1,323 shares 1,323 $325K 0.03% 0 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 13,791 shares; 2022Q4: 13,791 shares; 2023Q1: 13,791 shares; 2023Q2: 13,791 shares; 2023Q3: 13,791 shares; 2023Q4: 12,466 shares; 2024Q1: 12,466 shares 12,466 $321K 0.03% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 3,160 shares 3,160 $319K 0.03% -140 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; 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; 2024Q1: 7,680 shares 7,680 $306K 0.03% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,472 shares; 2022Q4: 2,472 shares; 2023Q1: 2,474 shares; 2023Q2: 2,475 shares; 2023Q3: 2,475 shares; 2023Q4: 2,480 shares; 2024Q1: 2,482 shares 2,482 $301K 0.03% +2 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,255 shares; 2022Q4: 1,150 shares; 2023Q1: 1,150 shares; 2023Q2: 1,150 shares; 2023Q3: 2,300 shares; 2023Q4: 2,300 shares; 2024Q1: 2,300 shares 2,300 $295K 0.03% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,260 shares; 2022Q4: 6,176 shares; 2023Q1: 6,056 shares; 2023Q2: 5,728 shares; 2023Q3: 5,728 shares; 2023Q4: 5,956 shares; 2024Q1: 5,817 shares 5,817 $290K 0.03% -139 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; 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; 2024Q1: 3,027 shares 3,027 $285K 0.03% -316 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 823 shares; 2022Q4: 812 shares; 2023Q1: 955 shares; 2023Q2: 1,251 shares; 2023Q3: 1,406 shares; 2023Q4: 1,446 shares; 2024Q1: 1,423 shares 1,423 $285K 0.03% -23 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 800 shares; 2022Q4: 800 shares; 2023Q1: 800 shares; 2023Q2: 869 shares; 2023Q3: 973 shares; 2023Q4: 1,418 shares; 2024Q1: 1,418 shares 1,418 $272K 0.03% 0 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; 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; 2024Q1: 7,635 shares 7,635 $272K 0.03% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 24,090 shares; 2022Q4: 17,827 shares; 2023Q1: 17,760 shares; 2023Q2: 9,247 shares; 2023Q3: 8,783 shares; 2023Q4: 3,354 shares; 2024Q1: 3,354 shares 3,354 $261K 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; 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; 2024Q1: 3,970 shares 3,970 $259K 0.03% -114 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,298 shares; 2022Q4: 1,297 shares; 2023Q1: 1,296 shares; 2023Q2: 1,225 shares; 2023Q3: 1,223 shares; 2023Q4: 1,366 shares; 2024Q1: 1,293 shares 1,293 $250K 0.03% -73 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,420 shares; 2022Q4: 3,420 shares; 2023Q1: 3,420 shares; 2023Q2: 3,420 shares; 2023Q3: 3,420 shares; 2023Q4: 3,420 shares; 2024Q1: 3,420 shares 3,420 $247K 0.03% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 1,289 shares 1,289 $246K 0.03% +4 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; 2022Q2: restricted; 2022Q3: 160 shares; 2022Q4: 161 shares; 2023Q1: 253 shares; 2023Q2: 2,569 shares; 2023Q3: 2,480 shares; 2023Q4: 2,575 shares; 2024Q1: 2,652 shares 2,652 $246K 0.03% +77 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,477 shares; 2022Q4: 6,429 shares; 2023Q1: 6,574 shares; 2023Q2: 6,574 shares; 2023Q3: 6,574 shares; 2023Q4: 5,121 shares; 2024Q1: 5,242 shares 5,242 $234K 0.02% +121 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,078 shares; 2023Q3: 7,078 shares; 2023Q4: 8,991 shares; 2024Q1: 9,786 shares 9,786 $232K 0.02% +795 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,182 shares; 2022Q4: 1,939 shares; 2023Q1: 1,835 shares; 2023Q2: 3,401 shares; 2023Q3: 2,721 shares; 2023Q4: 3,690 shares; 2024Q1: 3,005 shares 3,005 $223K 0.02% -685 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 892 shares; 2022Q4: 898 shares; 2023Q1: 893 shares; 2023Q2: 893 shares; 2023Q3: 857 shares; 2023Q4: 857 shares; 2024Q1: 857 shares 857 $218K 0.02% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 1,743 shares 1,743 $216K 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; 2022Q2: restricted; 2022Q3: 402 shares; 2022Q4: 494 shares; 2023Q1: 402 shares; 2023Q2: 402 shares; 2023Q3: 445 shares; 2023Q4: 445 shares; 2024Q1: 445 shares 445 $214K 0.02% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,978 shares; 2022Q4: 3,978 shares; 2023Q1: 3,978 shares; 2023Q2: 4,000 shares; 2023Q3: 3,978 shares; 2023Q4: 3,978 shares; 2024Q1: 3,838 shares 3,838 $206K 0.02% -140 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,995 shares; 2022Q4: 2,760 shares; 2023Q1: 2,760 shares; 2023Q2: 4,507 shares; 2023Q3: 3,786 shares; 2023Q4: 3,786 shares; 2024Q1: 3,786 shares 3,786 $206K 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; 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; 2024Q1: 3,722 shares 3,722 $202K 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 565 shares; 2023Q3: 5,662 shares; 2023Q4: 5,670 shares; 2024Q1: 5,677 shares 5,677 $200K 0.02% +7 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 502 shares; 2022Q4: 404 shares; 2023Q1: 404 shares; 2023Q2: 429 shares; 2023Q3: 429 shares; 2023Q4: 429 shares; 2024Q1: 429 shares 429 $195K 0.02% 0 Timeline VOOV 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,059 shares 1,059 $191K 0.02% new Timeline VOOG 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 124 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 612 shares 612 $186K 0.02% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 738 shares; 2022Q4: 633 shares; 2023Q1: 633 shares; 2023Q2: 614 shares; 2023Q3: 614 shares; 2023Q4: 614 shares; 2024Q1: 614 shares 614 $184K 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; 2022Q2: restricted; 2022Q3: 736 shares; 2022Q4: 737 shares; 2023Q1: 1,514 shares; 2023Q2: 1,485 shares; 2023Q3: 1,491 shares; 2023Q4: 1,505 shares; 2024Q1: 1,503 shares 1,503 $182K 0.02% -2 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,599 shares; 2022Q4: 4,540 shares; 2023Q1: 4,510 shares; 2023Q2: 4,064 shares; 2023Q3: 4,064 shares; 2023Q4: 4,064 shares; 2024Q1: 4,118 shares 4,118 $179K 0.02% +54 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,464 shares; 2022Q4: 2,065 shares; 2023Q1: 2,064 shares; 2023Q2: 1,964 shares; 2023Q3: 1,964 shares; 2023Q4: 1,964 shares; 2024Q1: 1,964 shares 1,964 $178K 0.02% 0 Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16,201 shares 16,201 $178K 0.02% new 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; 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; 2024Q1: 2,015 shares 2,015 $175K 0.02% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,315 shares; 2022Q4: 1,315 shares; 2023Q1: 1,315 shares; 2023Q2: 1,315 shares; 2023Q3: 1,315 shares; 2023Q4: 1,525 shares; 2024Q1: 1,518 shares 1,518 $173K 0.02% -7 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 251 shares; 2023Q1: 227 shares; 2023Q2: 327 shares; 2023Q3: 326 shares; 2023Q4: 326 shares; 2024Q1: 326 shares 326 $169K 0.02% 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; 2022Q2: restricted; 2022Q3: 854 shares; 2022Q4: 854 shares; 2023Q1: 854 shares; 2023Q2: 854 shares; 2023Q3: 854 shares; 2023Q4: 854 shares; 2024Q1: 854 shares 854 $169K 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 512 shares; 2023Q1: 512 shares; 2023Q2: 3,001 shares; 2023Q3: 2,706 shares; 2023Q4: 2,715 shares; 2024Q1: 2,722 shares 2,722 $169K 0.02% +7 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,627 shares; 2022Q4: 40 shares; 2023Q1: 1,662 shares; 2023Q2: 1,662 shares; 2023Q3: 1,634 shares; 2023Q4: 1,634 shares; 2024Q1: 1,009 shares 1,009 $165K 0.02% -625 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,308 shares; 2022Q4: 3,398 shares; 2023Q1: 6,043 shares; 2023Q2: 6,734 shares; 2023Q3: 6,729 shares; 2023Q4: 5,679 shares; 2024Q1: 5,758 shares 5,758 $160K 0.02% +79 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 1,215 shares 1,215 $160K 0.02% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 1,019 shares 1,019 $159K 0.02% -485 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,600 shares; 2022Q4: 3,600 shares; 2023Q1: 5,241 shares; 2023Q2: 1,646 shares; 2023Q3: 1,838 shares; 2023Q4: 5,443 shares; 2024Q1: 2,163 shares 2,163 $158K 0.02% -3,280 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 138 shares; 2022Q4: 110 shares; 2023Q1: 100 shares; 2023Q2: 115 shares; 2023Q3: 115 shares; 2023Q4: 115 shares; 2024Q1: 115 shares 115 $152K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,474 shares; 2022Q4: 1,439 shares; 2023Q1: 1,439 shares; 2023Q2: 1,489 shares; 2023Q3: 1,489 shares; 2023Q4: 1,414 shares; 2024Q1: 1,414 shares 1,414 $150K 0.02% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 993 shares; 2022Q4: 1,211 shares; 2023Q1: 994 shares; 2023Q2: 985 shares; 2023Q3: 985 shares; 2023Q4: 985 shares; 2024Q1: 818 shares 818 $149K 0.02% -167 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 136 shares; 2022Q4: 136 shares; 2023Q1: 937 shares; 2023Q2: 1,995 shares; 2023Q3: 1,850 shares; 2023Q4: 1,856 shares; 2024Q1: 1,708 shares 1,708 $149K 0.02% -148 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3 shares; 2023Q3: not reported; 2023Q4: 4,512 shares; 2024Q1: 4,512 shares 4,512 $148K 0.02% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 761 shares; 2022Q4: 762 shares; 2023Q1: 762 shares; 2023Q2: 762 shares; 2023Q3: 762 shares; 2023Q4: 762 shares; 2024Q1: 762 shares 762 $148K 0.02% 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; 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; 2024Q1: 8,023 shares 8,023 $146K 0.02% +143 IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 777 shares; 2023Q3: 777 shares; 2023Q4: 777 shares; 2024Q1: 777 shares 777 $145K 0.02% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 7,505 shares 7,505 $138K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 1,533 shares 1,533 $138K 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; 2022Q2: restricted; 2022Q3: 541 shares; 2022Q4: 571 shares; 2023Q1: 541 shares; 2023Q2: 541 shares; 2023Q3: 541 shares; 2023Q4: 541 shares; 2024Q1: 541 shares 541 $138K 0.01% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,510 shares 3,510 $128K 0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 419 shares; 2022Q4: 419 shares; 2023Q1: 419 shares; 2023Q2: 419 shares; 2023Q3: 419 shares; 2023Q4: 419 shares; 2024Q1: 419 shares 419 $122K 0.01% 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; 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; 2024Q1: 2,364 shares 2,364 $121K 0.01% -2,274 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; 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; 2024Q1: 2,188 shares 2,188 $119K 0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,668 shares; 2022Q4: 1,669 shares; 2023Q1: 1,669 shares; 2023Q2: 1,501 shares; 2023Q3: 1,420 shares; 2023Q4: 1,588 shares; 2024Q1: 1,307 shares 1,307 $117K 0.01% -281 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 68 shares; 2022Q4: 68 shares; 2023Q1: 68 shares; 2023Q2: 468 shares; 2023Q3: 468 shares; 2023Q4: 468 shares; 2024Q1: 468 shares 468 $117K 0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 825 shares; 2023Q1: 825 shares; 2023Q2: 832 shares; 2023Q3: 832 shares; 2023Q4: 849 shares; 2024Q1: 1,055 shares 1,055 $116K 0.01% +206 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,425 shares; 2022Q4: 1,425 shares; 2023Q1: 1,425 shares; 2023Q2: 1,200 shares; 2023Q3: 1,200 shares; 2023Q4: 1,425 shares; 2024Q1: 1,200 shares 1,200 $115K 0.01% -225 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; 2022Q2: restricted; 2022Q3: 297 shares; 2022Q4: 293 shares; 2023Q1: 293 shares; 2023Q2: 293 shares; 2023Q3: 293 shares; 2023Q4: 293 shares; 2024Q1: 293 shares 293 $114K 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; 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; 2024Q1: 2,671 shares 2,671 $114K 0.01% -25 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 534 shares; 2022Q4: 491 shares; 2023Q1: 491 shares; 2023Q2: 1,167 shares; 2023Q3: 606 shares; 2023Q4: 606 shares; 2024Q1: 1,841 shares 1,841 $111K 0.01% +1,235 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; 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; 2024Q1: 1,163 shares 1,163 $110K 0.01% -44 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 582 shares; 2022Q4: 872 shares; 2023Q1: 599 shares; 2023Q2: 604 shares; 2023Q3: 613 shares; 2023Q4: 613 shares; 2024Q1: 627 shares 627 $110K 0.01% +14 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,730 shares; 2022Q4: 4,085 shares; 2023Q1: 7,367 shares; 2023Q2: 9,755 shares; 2023Q3: 4,619 shares; 2023Q4: 4,456 shares; 2024Q1: 4,341 shares 4,341 $110K 0.01% -115 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 410 shares; 2022Q4: 410 shares; 2023Q1: 416 shares; 2023Q2: 416 shares; 2023Q3: 410 shares; 2023Q4: 410 shares; 2024Q1: 410 shares 410 $107K 0.01% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,406 shares; 2023Q2: 1,415 shares; 2023Q3: 1,345 shares; 2023Q4: 1,355 shares; 2024Q1: 1,283 shares 1,283 $106K 0.01% -72 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 143 shares; 2022Q4: 146 shares; 2023Q1: 137 shares; 2023Q2: 287 shares; 2023Q3: 287 shares; 2023Q4: 287 shares; 2024Q1: 287 shares 287 $103K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 586 shares; 2022Q4: 586 shares; 2023Q1: 586 shares; 2023Q2: 586 shares; 2023Q3: 586 shares; 2023Q4: 586 shares; 2024Q1: 586 shares 586 $101K 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; 2022Q2: restricted; 2022Q3: 953 shares; 2022Q4: 954 shares; 2023Q1: 954 shares; 2023Q2: 954 shares; 2023Q3: 954 shares; 2023Q4: 954 shares; 2024Q1: 954 shares 954 $100K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7 shares; 2022Q4: 111 shares; 2023Q1: not reported; 2023Q2: 1,078 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares 400 $99.9K 0.01% 0 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; 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; 2024Q1: 2,046 shares 2,046 $97.1K 0.01% -133 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; 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; 2024Q1: 1,506 shares 1,506 $96.3K 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; 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; 2024Q1: 2,085 shares 2,085 $94.5K 0.01% 0 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; 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; 2024Q1: 3,707 shares 3,707 $94.3K 0.01% -93 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,920 shares 7,920 $94.1K 0.01% new 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 750 shares; 2023Q3: 2,120 shares; 2023Q4: 2,120 shares; 2024Q1: 2,024 shares 2,024 $94.1K 0.01% -96 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 375 shares; 2022Q4: 375 shares; 2023Q1: 375 shares; 2023Q2: 375 shares; 2023Q3: 375 shares; 2023Q4: 375 shares; 2024Q1: 375 shares 375 $91.1K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 2,062 shares 2,062 $91.1K 0.01% -238 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 990 shares; 2022Q4: 990 shares; 2023Q1: 990 shares; 2023Q2: 990 shares; 2023Q3: 990 shares; 2023Q4: 990 shares; 2024Q1: 990 shares 990 $90.3K 0.01% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2,244 shares; 2023Q2: 2,255 shares; 2023Q3: 2,206 shares; 2023Q4: 2,216 shares; 2024Q1: 1,712 shares 1,712 $89.7K 0.01% -504 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 910 shares; 2022Q4: 910 shares; 2023Q1: 948 shares; 2023Q2: 948 shares; 2023Q3: 948 shares; 2023Q4: 948 shares; 2024Q1: 948 shares 948 $88.6K 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 25 shares; 2023Q1: 14 shares; 2023Q2: 364 shares; 2023Q3: 364 shares; 2023Q4: 364 shares; 2024Q1: 364 shares 364 $88.2K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,643 shares; 2022Q4: 1,644 shares; 2023Q1: 1,643 shares; 2023Q2: 765 shares; 2023Q3: 765 shares; 2023Q4: 1,643 shares; 2024Q1: 765 shares 765 $88.2K 0.01% -878 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 558 shares; 2022Q4: 650 shares; 2023Q1: 543 shares; 2023Q2: 1,305 shares; 2023Q3: 543 shares; 2023Q4: 543 shares; 2024Q1: 543 shares 543 $86.8K 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; 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; 2024Q1: 1,200 shares 1,200 $86.3K 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,257 shares; 2023Q2: 1,263 shares; 2023Q3: 1,269 shares; 2023Q4: 1,276 shares; 2024Q1: 1,685 shares 1,685 $84.4K 0.01% +409 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 912 shares; 2022Q4: 912 shares; 2023Q1: 1,518 shares; 2023Q2: 965 shares; 2023Q3: 912 shares; 2023Q4: 912 shares; 2024Q1: 912 shares 912 $81.8K 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; 2022Q2: restricted; 2022Q3: 225 shares; 2022Q4: 226 shares; 2023Q1: 12 shares; 2023Q2: 732 shares; 2023Q3: 1,421 shares; 2023Q4: 1,572 shares; 2024Q1: 1,560 shares 1,560 $81.4K 0.01% -12 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 620 shares; 2022Q4: 620 shares; 2023Q1: 620 shares; 2023Q2: 620 shares; 2023Q3: 620 shares; 2023Q4: 620 shares; 2024Q1: 620 shares 620 $81.1K 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; 2022Q2: restricted; 2022Q3: 630 shares; 2022Q4: 630 shares; 2023Q1: 630 shares; 2023Q2: 630 shares; 2023Q3: 630 shares; 2023Q4: 630 shares; 2024Q1: 630 shares 630 $80.2K 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 240 shares; 2022Q4: 265 shares; 2023Q1: 220 shares; 2023Q2: 570 shares; 2023Q3: 220 shares; 2023Q4: 145 shares; 2024Q1: 150 shares 150 $75.7K 0.01% +5 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 663 shares; 2022Q4: 663 shares; 2023Q1: 663 shares; 2023Q2: 663 shares; 2023Q3: 663 shares; 2023Q4: 663 shares; 2024Q1: 663 shares 663 $75.7K 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; 2022Q2: restricted; 2022Q3: 900 shares; 2022Q4: 900 shares; 2023Q1: 900 shares; 2023Q2: 900 shares; 2023Q3: 900 shares; 2023Q4: 900 shares; 2024Q1: 900 shares 900 $72.2K 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; 2022Q2: restricted; 2022Q3: 953 shares; 2022Q4: 699 shares; 2023Q1: 699 shares; 2023Q2: 699 shares; 2023Q3: 699 shares; 2023Q4: 699 shares; 2024Q1: 699 shares 699 $71.8K 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; 2022Q2: restricted; 2022Q3: 141 shares; 2022Q4: 149 shares; 2023Q1: 195 shares; 2023Q2: 672 shares; 2023Q3: 154 shares; 2023Q4: 154 shares; 2024Q1: 190 shares 190 $69.6K 0.01% +36 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,295 shares; 2022Q4: 2,429 shares; 2023Q1: 1,877 shares; 2023Q2: 1,416 shares; 2023Q3: 1,416 shares; 2023Q4: 2,043 shares; 2024Q1: 1,626 shares 1,626 $68.2K 0.01% -417 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 119 shares; 2022Q4: 183 shares; 2023Q1: 117 shares; 2023Q2: 422 shares; 2023Q3: 123 shares; 2023Q4: 117 shares; 2024Q1: 117 shares 117 $68.2K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 211 shares; 2022Q4: 176 shares; 2023Q1: 176 shares; 2023Q2: 976 shares; 2023Q3: 976 shares; 2023Q4: 976 shares; 2024Q1: 976 shares 976 $65.2K 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,720 shares; 2023Q3: 2,082 shares; 2023Q4: 2,097 shares; 2024Q1: 1,510 shares 1,510 $65K 0.01% -587 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,220 shares 2,220 $64.8K 0.01% new 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; 2022Q2: restricted; 2022Q3: 50 shares; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares 300 $63.9K 0.01% 0 Timeline IVOO 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 620 shares 620 $63.9K 0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 625 shares; 2022Q4: 625 shares; 2023Q1: 625 shares; 2023Q2: 625 shares; 2023Q3: 625 shares; 2023Q4: 625 shares; 2024Q1: 625 shares 625 $63.4K 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; 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; 2024Q1: 40,000 shares 40,000 $63.2K 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; 2022Q2: restricted; 2022Q3: 445 shares; 2022Q4: 446 shares; 2023Q1: 445 shares; 2023Q2: 445 shares; 2023Q3: 445 shares; 2023Q4: 445 shares; 2024Q1: 445 shares 445 $61.7K 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; 2022Q2: restricted; 2022Q3: 30 shares; 2022Q4: not reported; 2023Q1: 70 shares; 2023Q2: 320 shares; 2023Q3: 338 shares; 2023Q4: 338 shares; 2024Q1: 338 shares 338 $61K 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; 2022Q2: restricted; 2022Q3: 292 shares; 2022Q4: 284 shares; 2023Q1: 334 shares; 2023Q2: 335 shares; 2023Q3: 334 shares; 2023Q4: 342 shares; 2024Q1: 334 shares 334 $58.6K 0.01% -8 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 645 shares; 2022Q4: 646 shares; 2023Q1: 757 shares; 2023Q2: 757 shares; 2023Q3: 757 shares; 2023Q4: 757 shares; 2024Q1: 757 shares 757 $58.5K 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; 2022Q2: restricted; 2022Q3: 52 shares; 2022Q4: 53 shares; 2023Q1: 52 shares; 2023Q2: 132 shares; 2023Q3: 132 shares; 2023Q4: 132 shares; 2024Q1: 132 shares 132 $58K 0.01% 0 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; 2022Q2: restricted; 2022Q3: 758 shares; 2022Q4: 794 shares; 2023Q1: 758 shares; 2023Q2: 758 shares; 2023Q3: 758 shares; 2023Q4: 758 shares; 2024Q1: 758 shares 758 $57.9K 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; 2022Q2: restricted; 2022Q3: 225 shares; 2022Q4: 225 shares; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares 225 $57.6K 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; 2022Q2: restricted; 2022Q3: 369 shares; 2022Q4: 369 shares; 2023Q1: 369 shares; 2023Q2: 369 shares; 2023Q3: 369 shares; 2023Q4: 369 shares; 2024Q1: 369 shares 369 $56.7K 0.01% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 915 shares 915 $56K 0.01% -2,042 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; 2022Q2: restricted; 2022Q3: 94 shares; 2022Q4: 76 shares; 2023Q1: 159 shares; 2023Q2: 159 shares; 2023Q3: 154 shares; 2023Q4: 154 shares; 2024Q1: 154 shares 154 $55.9K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 175 shares; 2022Q4: 175 shares; 2023Q1: 189 shares; 2023Q2: 189 shares; 2023Q3: 189 shares; 2023Q4: 189 shares; 2024Q1: 189 shares 189 $54.8K 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; 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; 2024Q1: 3,205 shares 3,205 $53.7K 0.01% +45 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,626 shares; 2022Q4: 1,626 shares; 2023Q1: 1,626 shares; 2023Q2: 1,626 shares; 2023Q3: 1,626 shares; 2023Q4: 1,626 shares; 2024Q1: 1,626 shares 1,626 $53.1K 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; 2022Q2: restricted; 2022Q3: 424 shares; 2022Q4: 382 shares; 2023Q1: 382 shares; 2023Q2: 382 shares; 2023Q3: 382 shares; 2023Q4: 382 shares; 2024Q1: 382 shares 382 $52.6K 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; 2022Q2: restricted; 2022Q3: 326 shares; 2022Q4: 399 shares; 2023Q1: 326 shares; 2023Q2: 331 shares; 2023Q3: 326 shares; 2023Q4: 352 shares; 2024Q1: 352 shares 352 $52K 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; 2022Q2: restricted; 2022Q3: 315 shares; 2022Q4: 315 shares; 2023Q1: 315 shares; 2023Q2: 315 shares; 2023Q3: 465 shares; 2023Q4: 315 shares; 2024Q1: 315 shares 315 $51.5K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 787 shares; 2022Q4: 802 shares; 2023Q1: 802 shares; 2023Q2: 888 shares; 2023Q3: 888 shares; 2023Q4: 902 shares; 2024Q1: 888 shares 888 $51.2K 0.01% -14 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; 2022Q2: restricted; 2022Q3: 765 shares; 2022Q4: 765 shares; 2023Q1: 765 shares; 2023Q2: 765 shares; 2023Q3: 765 shares; 2023Q4: 765 shares; 2024Q1: 765 shares 765 $50.9K 0.01% 0 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; 2022Q2: restricted; 2022Q3: 207 shares; 2022Q4: 207 shares; 2023Q1: 207 shares; 2023Q2: 207 shares; 2023Q3: 207 shares; 2023Q4: 207 shares; 2024Q1: 207 shares 207 $50.7K 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; 2022Q2: restricted; 2022Q3: 1,008 shares; 2022Q4: 310 shares; 2023Q1: 314 shares; 2023Q2: 314 shares; 2023Q3: 314 shares; 2023Q4: 314 shares; 2024Q1: 340 shares 340 $50.5K 0.01% +26 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 71 shares; 2022Q4: 71 shares; 2023Q1: 153 shares; 2023Q2: 253 shares; 2023Q3: 441 shares; 2023Q4: 441 shares; 2024Q1: 441 shares 441 $50K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 687 shares; 2022Q4: 616 shares; 2023Q1: 207 shares; 2023Q2: 724 shares; 2023Q3: 626 shares; 2023Q4: 626 shares; 2024Q1: 785 shares 785 $49.7K 0.01% +159 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,295 shares; 2022Q4: 1,295 shares; 2023Q1: 1,295 shares; 2023Q2: 1,295 shares; 2023Q3: 1,295 shares; 2023Q4: 1,295 shares; 2024Q1: 1,295 shares 1,295 $49.6K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 554 shares; 2022Q4: 554 shares; 2023Q1: 554 shares; 2023Q2: 554 shares; 2023Q3: 554 shares; 2023Q4: 554 shares; 2024Q1: 554 shares 554 $47.8K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 70 shares; 2022Q4: 62 shares; 2023Q1: 66 shares; 2023Q2: 66 shares; 2023Q3: 62 shares; 2023Q4: 62 shares; 2024Q1: 62 shares 62 $47.3K 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; 2022Q2: restricted; 2022Q3: 294 shares; 2022Q4: 295 shares; 2023Q1: 295 shares; 2023Q2: 295 shares; 2023Q3: 295 shares; 2023Q4: 295 shares; 2024Q1: 295 shares 295 $46.8K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares 300 $45.9K <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; 2022Q2: restricted; 2022Q3: 997 shares; 2022Q4: 1,021 shares; 2023Q1: 997 shares; 2023Q2: 1,027 shares; 2023Q3: 997 shares; 2023Q4: 1,084 shares; 2024Q1: 1,084 shares 1,084 $45.7K <0.01% 0 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,475 shares 2,475 $44.9K <0.01% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 290 shares; 2022Q4: 290 shares; 2023Q1: 344 shares; 2023Q2: 599 shares; 2023Q3: 545 shares; 2023Q4: 599 shares; 2024Q1: 545 shares 545 $44.4K <0.01% -54 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 335 shares; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 178 shares; 2024Q1: 178 shares 178 $44K <0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 42 shares; 2022Q4: 379 shares; 2023Q1: 379 shares; 2023Q2: 379 shares; 2023Q3: 379 shares; 2023Q4: 379 shares; 2024Q1: 379 shares 379 $43.9K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 30 shares; 2022Q4: 30 shares; 2023Q1: 130 shares; 2023Q2: 330 shares; 2023Q3: 330 shares; 2023Q4: 330 shares; 2024Q1: 330 shares 330 $43.6K <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; 2022Q2: restricted; 2022Q3: 162 shares; 2022Q4: 162 shares; 2023Q1: 162 shares; 2023Q2: 162 shares; 2023Q3: 162 shares; 2023Q4: 162 shares; 2024Q1: 162 shares 162 $43.5K <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; 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; 2024Q1: 477 shares 477 $42.8K <0.01% -160 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 211 shares; 2022Q4: 197 shares; 2023Q1: 222 shares; 2023Q2: 222 shares; 2023Q3: 222 shares; 2023Q4: 222 shares; 2024Q1: 262 shares 262 $42.3K <0.01% +40 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 208 shares; 2022Q4: 256 shares; 2023Q1: 208 shares; 2023Q2: 214 shares; 2023Q3: 208 shares; 2023Q4: 222 shares; 2024Q1: 222 shares 222 $40.8K <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; 2022Q2: restricted; 2022Q3: 280 shares; 2022Q4: 456 shares; 2023Q1: 455 shares; 2023Q2: 457 shares; 2023Q3: 459 shares; 2023Q4: 796 shares; 2024Q1: 797 shares 797 $40.4K <0.01% +1 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; 2022Q2: restricted; 2022Q3: 180 shares; 2022Q4: 180 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 180 shares; 2023Q4: 180 shares; 2024Q1: 180 shares 180 $40.1K <0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,405 shares; 2022Q4: 1,405 shares; 2023Q1: 1,405 shares; 2023Q2: 1,405 shares; 2023Q3: 1,405 shares; 2023Q4: 1,405 shares; 2024Q1: 1,405 shares 1,405 $39.5K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,543 shares; 2022Q4: 3,983 shares; 2023Q1: 3,840 shares; 2023Q2: 1,099 shares; 2023Q3: 583 shares; 2023Q4: 1,622 shares; 2024Q1: 961 shares 961 $39.5K <0.01% -661 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,208 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,700 shares 1,700 $39K <0.01% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,372 shares; 2022Q4: 2,163 shares; 2023Q1: 2,570 shares; 2023Q2: 1,912 shares; 2023Q3: 1,912 shares; 2023Q4: 1,912 shares; 2024Q1: 2,214 shares 2,214 $39K <0.01% +302 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; 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; 2024Q1: 1,200 shares 1,200 $38.2K <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; 2022Q2: restricted; 2022Q3: 134 shares; 2022Q4: 536 shares; 2023Q1: 536 shares; 2023Q2: 536 shares; 2023Q3: 536 shares; 2023Q4: 536 shares; 2024Q1: 536 shares 536 $37.7K <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; 2022Q2: restricted; 2022Q3: 96 shares; 2022Q4: 101 shares; 2023Q1: 108 shares; 2023Q2: 60 shares; 2023Q3: 57 shares; 2023Q4: 107 shares; 2024Q1: 62 shares 62 $37.7K <0.01% -45 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; 2022Q2: restricted; 2022Q3: 453 shares; 2022Q4: 554 shares; 2023Q1: 453 shares; 2023Q2: 466 shares; 2023Q3: 453 shares; 2023Q4: 453 shares; 2024Q1: 453 shares 453 $37K <0.01% 0 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 481 shares; 2022Q4: 481 shares; 2023Q1: 481 shares; 2023Q2: 481 shares; 2023Q3: 481 shares; 2023Q4: not reported; 2024Q1: 241 shares 241 $36.4K <0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 146 shares; 2022Q4: 125 shares; 2023Q1: 134 shares; 2023Q2: 134 shares; 2023Q3: 134 shares; 2023Q4: 134 shares; 2024Q1: 134 shares 134 $36.4K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 289 shares; 2022Q4: 312 shares; 2023Q1: 289 shares; 2023Q2: 289 shares; 2023Q3: 289 shares; 2023Q4: 289 shares; 2024Q1: 289 shares 289 $36.4K <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; 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; 2024Q1: 1,576 shares 1,576 $36.3K <0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 956 shares 956 $36.3K <0.01% -325 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 175 shares; 2022Q4: 191 shares; 2023Q1: 175 shares; 2023Q2: 692 shares; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 175 shares 175 $35.9K <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; 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; 2024Q1: 961 shares 961 $35.8K <0.01% 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; 2022Q2: restricted; 2022Q3: 3,017 shares; 2022Q4: 3,021 shares; 2023Q1: 3,439 shares; 2023Q2: 267 shares; 2023Q3: 269 shares; 2023Q4: 3,561 shares; 2024Q1: 273 shares 273 $35.8K <0.01% -3,288 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; 2022Q2: restricted; 2022Q3: 422 shares; 2022Q4: 422 shares; 2023Q1: 334 shares; 2023Q2: 234 shares; 2023Q3: 234 shares; 2023Q4: 234 shares; 2024Q1: 275 shares 275 $35.6K <0.01% +41 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 851 shares 851 $35.1K <0.01% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 800 shares 800 $33.5K <0.01% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,027 shares; 2022Q4: 720 shares; 2023Q1: 841 shares; 2023Q2: 570 shares; 2023Q3: 570 shares; 2023Q4: 680 shares; 2024Q1: 570 shares 570 $33K <0.01% -110 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 288 shares; 2022Q4: 288 shares; 2023Q1: 288 shares; 2023Q2: 288 shares; 2023Q3: 325 shares; 2023Q4: 288 shares; 2024Q1: 288 shares 288 $31.2K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 1,031 shares 1,031 $31.2K <0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 448 shares; 2022Q4: 448 shares; 2023Q1: 829 shares; 2023Q2: 209 shares; 2023Q3: 183 shares; 2023Q4: 631 shares; 2024Q1: 183 shares 183 $31K <0.01% -448 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 329 shares; 2023Q2: 329 shares; 2023Q3: 329 shares; 2023Q4: 329 shares; 2024Q1: 329 shares 329 $30.1K <0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 812 shares; 2022Q4: 812 shares; 2023Q1: 812 shares; 2023Q2: 812 shares; 2023Q3: 812 shares; 2023Q4: 812 shares; 2024Q1: 812 shares 812 $30.1K <0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,527 shares; 2022Q4: 1,527 shares; 2023Q1: 1,527 shares; 2023Q2: 3,983 shares; 2023Q3: 1,527 shares; 2023Q4: not reported; 2024Q1: 700 shares 700 $29.4K <0.01% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 437 shares; 2022Q4: 437 shares; 2023Q1: 435 shares; 2023Q2: 435 shares; 2023Q3: 435 shares; 2023Q4: 270 shares; 2024Q1: 270 shares 270 $29.2K <0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 233 shares; 2022Q4: 233 shares; 2023Q1: 233 shares; 2023Q2: 233 shares; 2023Q3: 233 shares; 2023Q4: 233 shares; 2024Q1: 233 shares 233 $28.4K <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; 2022Q2: restricted; 2022Q3: 26 shares; 2022Q4: 26 shares; 2023Q1: 34 shares; 2023Q2: 144 shares; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares 34 $28.3K <0.01% 0 CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 106 shares; 2022Q4: 127 shares; 2023Q1: 114 shares; 2023Q2: 88 shares; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 92 shares 92 $27.7K <0.01% +12 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; 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; 2024Q1: 15,151 shares 15,151 $27.4K <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; 2022Q2: restricted; 2022Q3: 125 shares; 2022Q4: 137 shares; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares 125 $27.3K <0.01% 0 AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,419 shares; 2023Q2: 1,419 shares; 2023Q3: 1,419 shares; 2023Q4: not reported; 2024Q1: 1,419 shares 1,419 $26.5K <0.01% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 135 shares; 2022Q4: 135 shares; 2023Q1: 135 shares; 2023Q2: 135 shares; 2023Q3: 135 shares; 2023Q4: 135 shares; 2024Q1: 135 shares 135 $26.3K <0.01% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 800 shares; 2023Q1: 800 shares; 2023Q2: 872 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares 800 $26.2K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 100 shares 100 $26K <0.01% new 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; 2022Q2: restricted; 2022Q3: 195 shares; 2022Q4: 195 shares; 2023Q1: 195 shares; 2023Q2: 195 shares; 2023Q3: 195 shares; 2023Q4: 195 shares; 2024Q1: 195 shares 195 $26K <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; 2022Q2: restricted; 2022Q3: 622 shares; 2022Q4: 625 shares; 2023Q1: 640 shares; 2023Q2: 313 shares; 2023Q3: 216 shares; 2023Q4: 747 shares; 2024Q1: 216 shares 216 $25.2K <0.01% -531 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 217 shares; 2022Q4: 217 shares; 2023Q1: 255 shares; 2023Q2: 255 shares; 2023Q3: 255 shares; 2023Q4: not reported; 2024Q1: 255 shares 255 $24.7K <0.01% new 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; 2022Q2: restricted; 2022Q3: 180 shares; 2022Q4: 180 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 180 shares; 2023Q4: 180 shares; 2024Q1: 180 shares 180 $23.6K <0.01% 0 ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 4 shares; 2023Q1: 7 shares; 2023Q2: 7 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 24 shares 24 $23.3K <0.01% new Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 170 shares; 2022Q4: 170 shares; 2023Q1: 170 shares; 2023Q2: 170 shares; 2023Q3: 170 shares; 2023Q4: 170 shares; 2024Q1: 170 shares 170 $21.6K <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; 2022Q2: restricted; 2022Q3: 126 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $21.3K <0.01% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 329 shares; 2022Q4: 125 shares; 2023Q1: 218 shares; 2023Q2: 946 shares; 2023Q3: 218 shares; 2023Q4: 218 shares; 2024Q1: 218 shares 218 $21.3K <0.01% 0 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; 2022Q2: restricted; 2022Q3: 150 shares; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares 450 $20.9K <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; 2022Q2: restricted; 2022Q3: 223 shares; 2022Q4: 233 shares; 2023Q1: 223 shares; 2023Q2: 223 shares; 2023Q3: 223 shares; 2023Q4: 223 shares; 2024Q1: 223 shares 223 $20.7K <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; 2022Q2: restricted; 2022Q3: 640 shares; 2022Q4: 140 shares; 2023Q1: 140 shares; 2023Q2: 123 shares; 2023Q3: 123 shares; 2023Q4: 123 shares; 2024Q1: 211 shares 211 $20.4K <0.01% +88 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 382 shares; 2022Q4: 382 shares; 2023Q1: 382 shares; 2023Q2: 382 shares; 2023Q3: 382 shares; 2023Q4: 382 shares; 2024Q1: 382 shares 382 $20.4K <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; 2022Q2: restricted; 2022Q3: 49 shares; 2022Q4: 42 shares; 2023Q1: 42 shares; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares 42 $20.1K <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; 2022Q2: restricted; 2022Q3: 340 shares; 2022Q4: 340 shares; 2023Q1: 340 shares; 2023Q2: 340 shares; 2023Q3: 340 shares; 2023Q4: 340 shares; 2024Q1: 340 shares 340 $19.4K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 260 shares; 2022Q4: 369 shares; 2023Q1: 245 shares; 2023Q2: 245 shares; 2023Q3: 245 shares; 2023Q4: 83 shares; 2024Q1: 83 shares 83 $19.2K <0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 453 shares; 2022Q4: 454 shares; 2023Q1: 453 shares; 2023Q2: 807 shares; 2023Q3: 327 shares; 2023Q4: 300 shares; 2024Q1: 174 shares 174 $18.7K <0.01% -126 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; 2022Q2: restricted; 2022Q3: 43 shares; 2022Q4: 43 shares; 2023Q1: 163 shares; 2023Q2: 163 shares; 2023Q3: 163 shares; 2023Q4: 163 shares; 2024Q1: 163 shares 163 $18.2K <0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 76 shares; 2023Q3: 76 shares; 2023Q4: 77 shares; 2024Q1: 77 shares 77 $18.1K <0.01% 0 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 646 shares; 2022Q4: 646 shares; 2023Q1: 646 shares; 2023Q2: 646 shares; 2023Q3: 646 shares; 2023Q4: 646 shares; 2024Q1: 646 shares 646 $17.8K <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; 2022Q2: restricted; 2022Q3: 5 shares; 2022Q4: 30 shares; 2023Q1: 301 shares; 2023Q2: 78 shares; 2023Q3: 78 shares; 2023Q4: 218 shares; 2024Q1: 218 shares 218 $17.4K <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; 2022Q2: restricted; 2022Q3: 205 shares; 2022Q4: 205 shares; 2023Q1: 494 shares; 2023Q2: 242 shares; 2023Q3: 242 shares; 2023Q4: 242 shares; 2024Q1: 244 shares 244 $17.1K <0.01% +2 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 109 shares; 2022Q4: 109 shares; 2023Q1: 109 shares; 2023Q2: 109 shares; 2023Q3: 109 shares; 2023Q4: 109 shares; 2024Q1: 109 shares 109 $17.1K <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; 2022Q2: restricted; 2022Q3: 441 shares; 2022Q4: 441 shares; 2023Q1: 441 shares; 2023Q2: 441 shares; 2023Q3: 441 shares; 2023Q4: 441 shares; 2024Q1: 441 shares 441 $17K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,550 shares 1,550 $17K <0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 129 shares; 2023Q2: 129 shares; 2023Q3: 129 shares; 2023Q4: 159 shares; 2024Q1: 196 shares 196 $16.9K <0.01% +37 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 700 shares 700 $16.9K <0.01% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 305 shares; 2022Q4: 305 shares; 2023Q1: 385 shares; 2023Q2: 385 shares; 2023Q3: 385 shares; 2023Q4: 385 shares; 2024Q1: 385 shares 385 $16.8K <0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 230 shares; 2023Q2: 412 shares; 2023Q3: 230 shares; 2023Q4: 35 shares; 2024Q1: 35 shares 35 $16.3K <0.01% 0 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; 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; 2024Q1: 380 shares 380 $16K <0.01% -1,839 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 157 shares; 2022Q4: 410 shares; 2023Q1: 157 shares; 2023Q2: 964 shares; 2023Q3: 157 shares; 2023Q4: 157 shares; 2024Q1: 157 shares 157 $15.9K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares 250 $15.8K <0.01% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 540 shares; 2022Q4: 540 shares; 2023Q1: 540 shares; 2023Q2: 540 shares; 2023Q3: 540 shares; 2023Q4: 540 shares; 2024Q1: 540 shares 540 $15.2K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 187 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 255 shares 255 $14.7K <0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 101 shares; 2022Q4: 149 shares; 2023Q1: 159 shares; 2023Q2: 124 shares; 2023Q3: 124 shares; 2023Q4: 72 shares; 2024Q1: 72 shares 72 $14.3K <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; 2022Q2: restricted; 2022Q3: 357 shares; 2022Q4: 357 shares; 2023Q1: 357 shares; 2023Q2: 357 shares; 2023Q3: 357 shares; 2023Q4: 357 shares; 2024Q1: 357 shares 357 $14.2K <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; 2022Q2: restricted; 2022Q3: 41 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $14.1K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 47 shares; 2023Q2: 47 shares; 2023Q3: 47 shares; 2023Q4: 47 shares; 2024Q1: 147 shares 147 $14K <0.01% +100 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 96 shares; 2022Q4: 140 shares; 2023Q1: 96 shares; 2023Q2: 96 shares; 2023Q3: 96 shares; 2023Q4: 96 shares; 2024Q1: 96 shares 96 $14K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,219 shares; 2022Q4: 207 shares; 2023Q1: 207 shares; 2023Q2: 207 shares; 2023Q3: 207 shares; 2023Q4: not reported; 2024Q1: 207 shares 207 $13.9K <0.01% new 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 168 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $13.4K <0.01% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1 shares; 2023Q1: 0 shares; 2023Q2: not reported; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares 150 $13.3K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q1: 1,000 shares 1,000 $13.3K <0.01% -350 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; 2022Q2: restricted; 2022Q3: 441 shares; 2022Q4: 441 shares; 2023Q1: 441 shares; 2023Q2: 441 shares; 2023Q3: 441 shares; 2023Q4: 441 shares; 2024Q1: 441 shares 441 $13K <0.01% 0 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 214 shares 214 $12.8K <0.01% new Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 425 shares 425 $12.6K <0.01% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 128 shares; 2022Q4: 255 shares; 2023Q1: 95 shares; 2023Q2: 935 shares; 2023Q3: 45 shares; 2023Q4: 45 shares; 2024Q1: 45 shares 45 $12.6K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 149 shares; 2023Q2: 149 shares; 2023Q3: 149 shares; 2023Q4: 149 shares; 2024Q1: 246 shares 246 $12.5K <0.01% +97 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 90 shares; 2022Q4: 113 shares; 2023Q1: 140 shares; 2023Q2: 140 shares; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 90 shares 90 $12.3K <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; 2022Q2: restricted; 2022Q3: 418 shares; 2022Q4: 559 shares; 2023Q1: 198 shares; 2023Q2: 946 shares; 2023Q3: 737 shares; 2023Q4: 661 shares; 2024Q1: 607 shares 607 $12.3K <0.01% -54 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 252 shares; 2022Q4: 252 shares; 2023Q1: 140 shares; 2023Q2: 376 shares; 2023Q3: 187 shares; 2023Q4: 235 shares; 2024Q1: 250 shares 250 $12.3K <0.01% +15 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 24 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 83 shares; 2023Q3: 166 shares; 2023Q4: 322 shares; 2024Q1: 166 shares 166 $11.9K <0.01% -156 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 50 shares; 2022Q4: not reported; 2023Q1: 42 shares; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares 42 $11.9K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 133 shares; 2024Q1: 133 shares 133 $11.8K <0.01% 0 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 296 shares 296 $11.8K <0.01% new 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; 2022Q2: restricted; 2022Q3: 40 shares; 2022Q4: 40 shares; 2023Q1: 264 shares; 2023Q2: 152 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares 40 $11.6K <0.01% 0 VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 150 shares 150 $11.4K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 252 shares; 2023Q2: 173 shares; 2023Q3: 173 shares; 2023Q4: 173 shares; 2024Q1: 173 shares 173 $11.3K <0.01% 0 RFV 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 95 shares 95 $11.3K <0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 74 shares; 2023Q2: 74 shares; 2023Q3: 74 shares; 2023Q4: 74 shares; 2024Q1: 92 shares 92 $11.3K <0.01% +18 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 209 shares; 2023Q2: 209 shares; 2023Q3: 209 shares; 2023Q4: 209 shares; 2024Q1: 209 shares 209 $11.2K <0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 37 shares; 2023Q2: 37 shares; 2023Q3: 37 shares; 2023Q4: 37 shares; 2024Q1: 37 shares 37 $10.9K <0.01% 0 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; 2022Q2: restricted; 2022Q3: 215 shares; 2022Q4: 227 shares; 2023Q1: 216 shares; 2023Q2: 93 shares; 2023Q3: 94 shares; 2023Q4: 94 shares; 2024Q1: 95 shares 95 $10.6K <0.01% +1 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 60 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 147 shares 147 $10.5K <0.01% +87 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 34 shares; 2023Q4: 192 shares; 2024Q1: 214 shares 214 $10.3K <0.01% +22 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 367 shares; 2022Q4: not reported; 2023Q1: 71 shares; 2023Q2: 120 shares; 2023Q3: 49 shares; 2023Q4: 163 shares; 2024Q1: 49 shares 49 $10.1K <0.01% -114 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; 2022Q2: restricted; 2022Q3: 92 shares; 2022Q4: 92 shares; 2023Q1: 178 shares; 2023Q2: 178 shares; 2023Q3: 178 shares; 2023Q4: 178 shares; 2024Q1: 178 shares 178 $10K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 231 shares; 2022Q4: 231 shares; 2023Q1: 231 shares; 2023Q2: 231 shares; 2023Q3: 231 shares; 2023Q4: 231 shares; 2024Q1: 231 shares 231 $9.87K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 546 shares; 2023Q2: 556 shares; 2023Q3: 546 shares; 2023Q4: 546 shares; 2024Q1: 546 shares 546 $9.79K <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; 2022Q2: restricted; 2022Q3: 80 shares; 2022Q4: 105 shares; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares 80 $9.78K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 140 shares; 2022Q4: 262 shares; 2023Q1: 140 shares; 2023Q2: 70 shares; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares 70 $9.62K <0.01% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 84 shares; 2023Q2: 84 shares; 2023Q3: 84 shares; 2023Q4: 84 shares; 2024Q1: 95 shares 95 $9.58K <0.01% +11 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 85 shares 85 $9.36K <0.01% new 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; 2022Q2: restricted; 2022Q3: 142 shares; 2022Q4: 142 shares; 2023Q1: 356 shares; 2023Q2: 358 shares; 2023Q3: 292 shares; 2023Q4: 293 shares; 2024Q1: 142 shares 142 $9.32K <0.01% -151 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 263 shares; 2022Q4: 263 shares; 2023Q1: 263 shares; 2023Q2: 263 shares; 2023Q3: 263 shares; 2023Q4: 263 shares; 2024Q1: 263 shares 263 $9.21K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 389 shares; 2023Q2: 396 shares; 2023Q3: 151 shares; 2023Q4: 167 shares; 2024Q1: 252 shares 252 $9.05K <0.01% +85 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 190 shares; 2023Q2: 190 shares; 2023Q3: 190 shares; 2023Q4: 190 shares; 2024Q1: 190 shares 190 $8.81K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $8.6K <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; 2022Q2: restricted; 2022Q3: 92 shares; 2022Q4: 694 shares; 2023Q1: 694 shares; 2023Q2: 767 shares; 2023Q3: 694 shares; 2023Q4: 92 shares; 2024Q1: 92 shares 92 $8.5K <0.01% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 216 shares; 2022Q4: not reported; 2023Q1: 69 shares; 2023Q2: 71 shares; 2023Q3: 69 shares; 2023Q4: not reported; 2024Q1: 169 shares 169 $8.48K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 70 shares; 2023Q2: 70 shares; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares 70 $8.36K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 172 shares; 2023Q2: 172 shares; 2023Q3: 172 shares; 2023Q4: not reported; 2024Q1: 172 shares 172 $8.36K <0.01% new 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 41 shares; 2023Q2: 41 shares; 2023Q3: 41 shares; 2023Q4: 41 shares; 2024Q1: 41 shares 41 $8.2K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 33 shares 33 $8.18K <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; 2022Q2: restricted; 2022Q3: 153 shares; 2022Q4: 153 shares; 2023Q1: 153 shares; 2023Q2: 153 shares; 2023Q3: 153 shares; 2023Q4: 153 shares; 2024Q1: 153 shares 153 $8.12K <0.01% 0 Timeline 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 239 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 135 shares; 2024Q1: 135 shares 135 $8.02K <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; 2022Q2: restricted; 2022Q3: 28 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 46 shares; 2023Q4: 51 shares; 2024Q1: 80 shares 80 $7.93K <0.01% +29 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 91 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 214 shares 214 $7.74K <0.01% new 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 307 shares; 2023Q2: 307 shares; 2023Q3: 307 shares; 2023Q4: 307 shares; 2024Q1: 307 shares 307 $7.68K <0.01% 0 DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 68 shares; 2022Q4: 69 shares; 2023Q1: 68 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $7.67K <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; 2022Q2: restricted; 2022Q3: 119 shares; 2022Q4: 119 shares; 2023Q1: 119 shares; 2023Q2: 119 shares; 2023Q3: 119 shares; 2023Q4: 119 shares; 2024Q1: 119 shares 119 $7.57K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 71 shares 71 $7.5K <0.01% +46 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 307 shares; 2023Q2: 307 shares; 2023Q3: 307 shares; 2023Q4: 307 shares; 2024Q1: 307 shares 307 $7.26K <0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 106 shares 106 $7.23K <0.01% new 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 420 shares; 2023Q3: 420 shares; 2023Q4: 420 shares; 2024Q1: 420 shares 420 $7.17K <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; 2022Q2: restricted; 2022Q3: 200 shares; 2022Q4: not reported; 2023Q1: 55 shares; 2023Q2: 55 shares; 2023Q3: 55 shares; 2023Q4: 55 shares; 2024Q1: 55 shares 55 $7.16K <0.01% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 73 shares; 2023Q2: 73 shares; 2023Q3: 73 shares; 2023Q4: 73 shares; 2024Q1: 73 shares 73 $7.13K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 40 shares; 2023Q2: 106 shares; 2023Q3: 106 shares; 2023Q4: 106 shares; 2024Q1: 106 shares 106 $6.92K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 321 shares; 2023Q4: 321 shares; 2024Q1: 321 shares 321 $6.89K <0.01% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 231 shares; 2024Q1: 232 shares 232 $6.85K <0.01% +1 Timeline CFRUY CIE FINANCIERE RICH-UNSP ADR More: the full row for CIE FINANCIERE RICH-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 445 shares 445 $6.78K <0.01% new 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 189 shares; 2024Q1: 189 shares 189 $6.78K <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; 2022Q2: restricted; 2022Q3: 800 shares; 2022Q4: not reported; 2023Q1: 106 shares; 2023Q2: 106 shares; 2023Q3: 106 shares; 2023Q4: 136 shares; 2024Q1: 106 shares 106 $6.7K <0.01% -30 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 64 shares 64 $6.55K <0.01% new Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 172 shares 172 $6.41K <0.01% new Timeline TOELY Tokyo Electron Ltd Unsponsored More: the full row for Tokyo Electron Ltd Unsponsored Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 49 shares 49 $6.37K <0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 54 shares; 2023Q2: 54 shares; 2023Q3: 54 shares; 2023Q4: 54 shares; 2024Q1: 54 shares 54 $6.34K <0.01% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 75 shares; 2024Q1: 75 shares 75 $6.28K <0.01% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 173 shares; 2023Q2: 173 shares; 2023Q3: 173 shares; 2023Q4: 173 shares; 2024Q1: 173 shares 173 $6.28K <0.01% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 201 shares; 2024Q1: 201 shares 201 $6.27K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 153 shares 153 $6.15K <0.01% new Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 179 shares 179 $6.08K <0.01% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 88 shares; 2023Q2: 88 shares; 2023Q3: 88 shares; 2023Q4: not reported; 2024Q1: 88 shares 88 $5.96K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 964 shares; 2023Q4: 964 shares; 2024Q1: 964 shares 964 $5.83K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 26 shares; 2022Q4: 31 shares; 2023Q1: not reported; 2023Q2: 391 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 55 shares 55 $5.82K <0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 305 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 122 shares 122 $5.74K <0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 116 shares 116 $5.71K <0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,224 shares; 2022Q4: 2,224 shares; 2023Q1: 2,224 shares; 2023Q2: 308 shares; 2023Q3: 308 shares; 2023Q4: 308 shares; 2024Q1: 308 shares 308 $5.46K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 96 shares; 2023Q2: 96 shares; 2023Q3: 96 shares; 2023Q4: 96 shares; 2024Q1: 96 shares 96 $5.12K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 247 shares; 2022Q4: 248 shares; 2023Q1: 248 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 131 shares 131 $5.11K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 322 shares; 2023Q2: 322 shares; 2023Q3: 322 shares; 2023Q4: 322 shares; 2024Q1: 322 shares 322 $5.09K <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; 2022Q2: restricted; 2022Q3: 337 shares; 2022Q4: 338 shares; 2023Q1: 410 shares; 2023Q2: 271 shares; 2023Q3: 271 shares; 2023Q4: 271 shares; 2024Q1: 271 shares 271 $5.08K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares 30 $5.06K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares 125 $5.02K <0.01% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 163 shares; 2023Q2: 163 shares; 2023Q3: 163 shares; 2023Q4: 163 shares; 2024Q1: 163 shares 163 $4.97K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 86 shares; 2023Q4: 86 shares; 2024Q1: 86 shares 86 $4.71K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 209 shares; 2023Q2: 70 shares; 2023Q3: 50 shares; 2023Q4: 53 shares; 2024Q1: 50 shares 50 $4.55K <0.01% -3 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 156 shares; 2023Q2: 156 shares; 2023Q3: 156 shares; 2023Q4: 156 shares; 2024Q1: 156 shares 156 $4.44K <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; 2022Q2: restricted; 2022Q3: 300 shares; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares 150 $4.38K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 313 shares 313 $4.37K <0.01% new Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 140 shares 140 $3.96K <0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 107 shares; 2023Q2: 107 shares; 2023Q3: 107 shares; 2023Q4: 107 shares; 2024Q1: 107 shares 107 $3.95K <0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 95 shares; 2023Q2: 95 shares; 2023Q3: 95 shares; 2023Q4: 95 shares; 2024Q1: 95 shares 95 $3.74K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 64 shares; 2023Q2: 64 shares; 2023Q3: 64 shares; 2023Q4: 64 shares; 2024Q1: 64 shares 64 $3.7K <0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 13,874 shares; 2022Q4: 14,634 shares; 2023Q1: 14,730 shares; 2023Q2: 243 shares; 2023Q3: 33 shares; 2023Q4: 16,208 shares; 2024Q1: 33 shares 33 $3.7K <0.01% -16,175 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 385 shares 385 $3.66K <0.01% new 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; 2022Q2: restricted; 2022Q3: 46 shares; 2022Q4: 46 shares; 2023Q1: 46 shares; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: 46 shares; 2024Q1: 46 shares 46 $3.65K <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; 2022Q2: restricted; 2022Q3: 188 shares; 2022Q4: 188 shares; 2023Q1: 188 shares; 2023Q2: 188 shares; 2023Q3: 188 shares; 2023Q4: 188 shares; 2024Q1: 188 shares 188 $3.58K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 86 shares; 2023Q4: 86 shares; 2024Q1: 86 shares 86 $3.53K <0.01% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 168 shares; 2023Q2: 168 shares; 2023Q3: 168 shares; 2023Q4: 168 shares; 2024Q1: 168 shares 168 $3.47K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 23 shares; 2023Q2: 23 shares; 2023Q3: 23 shares; 2023Q4: 23 shares; 2024Q1: 23 shares 23 $3.42K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: 83 shares; 2024Q1: 83 shares 83 $3.24K <0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 117 shares 117 $3.22K <0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 18 shares; 2022Q4: 46 shares; 2023Q1: 18 shares; 2023Q2: 18 shares; 2023Q3: 18 shares; 2023Q4: 18 shares; 2024Q1: 18 shares 18 $3.14K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 50 shares; 2022Q4: not reported; 2023Q1: 42 shares; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares 42 $3.11K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 127 shares; 2023Q2: 127 shares; 2023Q3: 127 shares; 2023Q4: 127 shares; 2024Q1: 127 shares 127 $3.08K <0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 117 shares 117 $3.01K <0.01% new 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; 2022Q2: restricted; 2022Q3: 19 shares; 2022Q4: 19 shares; 2023Q1: 29 shares; 2023Q2: 29 shares; 2023Q3: 19 shares; 2023Q4: 19 shares; 2024Q1: 19 shares 19 $2.97K <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; 2022Q2: restricted; 2022Q3: 69 shares; 2022Q4: 70 shares; 2023Q1: 114 shares; 2023Q2: 44 shares; 2023Q3: 44 shares; 2023Q4: 44 shares; 2024Q1: 44 shares 44 $2.55K <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; 2022Q2: restricted; 2022Q3: 225 shares; 2022Q4: 120 shares; 2023Q1: 120 shares; 2023Q2: 31 shares; 2023Q3: 31 shares; 2023Q4: 143 shares; 2024Q1: 31 shares 31 $2.54K <0.01% -112 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 49 shares; 2022Q4: 49 shares; 2023Q1: 49 shares; 2023Q2: 49 shares; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares 49 $2.53K <0.01% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 13 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares 13 $2.4K <0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 76 shares 76 $2.25K <0.01% new Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 134 shares; 2023Q2: 134 shares; 2023Q3: 134 shares; 2023Q4: 134 shares; 2024Q1: 134 shares 134 $2.22K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 36 shares; 2023Q3: 37 shares; 2023Q4: 37 shares; 2024Q1: 38 shares 38 $2.21K <0.01% +1 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 38 shares; 2024Q1: 38 shares 38 $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; 2022Q2: restricted; 2022Q3: 17 shares; 2022Q4: 17 shares; 2023Q1: 17 shares; 2023Q2: 17 shares; 2023Q3: 17 shares; 2023Q4: 17 shares; 2024Q1: 17 shares 17 $2.14K <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; 2022Q2: restricted; 2022Q3: 75 shares; 2022Q4: 36 shares; 2023Q1: 16 shares; 2023Q2: 16 shares; 2023Q3: 16 shares; 2023Q4: 16 shares; 2024Q1: 16 shares 16 $2.12K <0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 64 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15 shares 15 $2.04K <0.01% new Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 456 shares; 2022Q4: 457 shares; 2023Q1: 757 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 87 shares 87 $1.89K <0.01% new NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 459 shares; 2022Q4: not reported; 2023Q1: 49 shares; 2023Q2: 49 shares; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares 49 $1.76K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares 40 $1.74K <0.01% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 12 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7 shares; 2024Q1: 7 shares 7 $1.71K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 109 shares; 2024Q1: 109 shares 109 $1.66K <0.01% 0 Timeline SDZNY SANDOZ GROUP AG-ADR More: the full row for SANDOZ GROUP AG-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares 50 $1.5K <0.01% new Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15 shares 15 $1.46K <0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 38 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: 38 shares; 2024Q1: 38 shares 38 $1.43K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 33 shares; 2022Q4: 15 shares; 2023Q1: 184 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares 15 $1.42K <0.01% 0 Timeline MURGY MUENCHENER RUECK-UNSPON ADR More: the full row for MUENCHENER RUECK-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 28 shares 28 $1.37K <0.01% new Timeline REPYY REPSOL SA SPONSORED ADR More: the full row for REPSOL SA SPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 76 shares; 2023Q2: 76 shares; 2023Q3: 76 shares; 2023Q4: not reported; 2024Q1: 76 shares 76 $1.27K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 707 shares; 2023Q4: 707 shares; 2024Q1: 707 shares 707 $1.24K <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; 2022Q2: restricted; 2022Q3: 50 shares; 2022Q4: 50 shares; 2023Q1: 59 shares; 2023Q2: 9 shares; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 9 shares 9 $1.24K <0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 15 shares 15 $1.23K <0.01% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 104 shares 104 $1.22K <0.01% new Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 20 shares; 2024Q1: 157 shares 157 $1.17K <0.01% +137 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 71 shares 71 $1.14K <0.01% new Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 51 shares 51 $1.1K <0.01% new Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 27 shares 27 $1.07K <0.01% new Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 24 shares 24 $1.05K <0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 9 shares; 2023Q2: 9 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares 3 $1.04K <0.01% 0 Timeline