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; 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; 2024Q2: 7,537,403 shares 7,537,403 $243M 21.43% +554,356 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 2,937,092 shares 2,937,092 $133M 11.72% +179,691 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; 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; 2024Q2: 735,982 shares 735,982 $56.9M 5.02% +325,449 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; 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; 2024Q2: 2,172,254 shares 2,172,254 $56.2M 4.96% +107,995 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; 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; 2024Q2: 2,180,268 shares 2,180,268 $54.5M 4.81% +148,841 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; 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; 2024Q2: 509,591 shares 509,591 $48M 4.24% +1,838 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; 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; 2024Q2: 1,605,339 shares 1,605,339 $47.6M 4.2% +103,202 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 160,112 shares 160,112 $33.7M 2.97% +136,260 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 174,110 shares 174,110 $29.7M 2.62% +54,937 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; 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; 2024Q2: 522,578 shares 522,578 $27M 2.38% +368,527 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 49,172 shares 49,172 $26.9M 2.37% +24,312 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 561,002 shares 561,002 $26.1M 2.31% +11,687 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; 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; 2024Q2: 360,524 shares 360,524 $26M 2.29% +354,026 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; 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; 2024Q2: 504,608 shares 504,608 $18.9M 1.67% +1,392 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 60,794 shares 60,794 $18.1M 1.6% -104 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 475,784 shares 475,784 $16M 1.41% +319,528 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; 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; 2024Q2: 583,026 shares 583,026 $14.8M 1.31% -42,883 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 19 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 50,076 shares 50,076 $14.7M 1.3% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 237,900 shares 237,900 $11.8M 1.04% +103,255 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 25,325 shares 25,325 $11.3M 1% +449 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 461,488 shares 461,488 $11.3M 1% -704 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; 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; 2024Q2: 39,658 shares 39,658 $10.6M 0.94% +11,085 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 113,285 shares 113,285 $8.92M 0.79% -11,162 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; 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; 2024Q2: 222,188 shares 222,188 $8.43M 0.74% -971 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; 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; 2024Q2: 214,101 shares 214,101 $8.41M 0.74% -2,687 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 73,829 shares 73,829 $7.87M 0.69% -2,585 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 61,381 shares 61,381 $7.32M 0.65% +41 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; 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; 2024Q2: 145,164 shares 145,164 $7.27M 0.64% -5,674 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 11,522 shares 11,522 $6.27M 0.55% +2,089 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; 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; 2024Q2: 72,843 shares 72,843 $6.1M 0.54% +554 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; 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; 2024Q2: 84,330 shares 84,330 $5.09M 0.45% +30,110 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; 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; 2024Q2: 64,691 shares 64,691 $5.03M 0.44% +31,395 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; 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; 2024Q2: 100,199 shares 100,199 $4.38M 0.39% +41,630 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 961 shares; 2022Q4: 956 shares; 2023Q1: 941 shares; 2023Q2: 941 shares; 2023Q3: 1,157 shares; 2023Q4: 6,438 shares; 2024Q1: 29,148 shares; 2024Q2: 72,765 shares 72,765 $4.26M 0.38% +43,617 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 20,852 shares 20,852 $4.03M 0.36% +3,704 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 36,852 shares 36,852 $3.85M 0.34% -119 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 30,788 shares 30,788 $3.28M 0.29% +13,028 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; 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; 2024Q2: 81,849 shares 81,849 $3.12M 0.28% -1,941 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 16,562 shares 16,562 $2.89M 0.25% -13 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; 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; 2024Q2: 77,702 shares 77,702 $2.79M 0.25% -2,590 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 21,447 shares 21,447 $2.65M 0.23% +19,770 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; 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; 2024Q2: 116,110 shares 116,110 $2.32M 0.2% -42,822 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 42,944 shares 42,944 $2.3M 0.2% +35 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; 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; 2024Q2: 17,778 shares 17,778 $2M 0.18% +17,745 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; 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; 2024Q2: 40,616 shares 40,616 $1.98M 0.17% -1,336 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; 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; 2024Q2: 63,739 shares 63,739 $1.94M 0.17% +31,052 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 24,655 shares 24,655 $1.93M 0.17% +964 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 112 shares; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 1,722 shares; 2023Q3: 4,241 shares; 2023Q4: 5,259 shares; 2024Q1: 7,053 shares; 2024Q2: 11,220 shares 11,220 $1.89M 0.17% +4,167 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 3,716 shares 3,716 $1.78M 0.16% +1,857 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 4,319 shares 4,319 $1.76M 0.15% +90 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; 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; 2024Q2: 28,756 shares 28,756 $1.73M 0.15% -3,632 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; 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; 2024Q2: 10,668 shares 10,668 $1.71M 0.15% -11 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; 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; 2024Q2: 1,976 shares 1,976 $1.68M 0.15% +160 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 3,026 shares 3,026 $1.51M 0.13% +81 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 6,080 shares 6,080 $1.47M 0.13% -1 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 7,524 shares 7,524 $1.37M 0.12% +3,930 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 41,155 shares; 2024Q1: 41,168 shares; 2024Q2: 41,022 shares 41,022 $1.35M 0.12% -146 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 6,592 shares 6,592 $1.32M 0.12% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 5,275 shares 5,275 $1.32M 0.12% +438 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 13,486 shares 13,486 $1.31M 0.12% +248 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; 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; 2024Q2: 21,862 shares 21,862 $1.28M 0.11% +5,135 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 5,731 shares 5,731 $1.25M 0.11% +1,052 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 5,957 shares 5,957 $1.21M 0.11% +70 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 11,951 shares 11,951 $1.16M 0.1% -657 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 19,909 shares 19,909 $1.13M 0.1% 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; 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; 2024Q2: 7,069 shares 7,069 $1.03M 0.09% -131 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 1,138 shares 1,138 $1.03M 0.09% +46 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; 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; 2024Q2: 21,063 shares 21,063 $1.02M 0.09% +7,958 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 2,694 shares 2,694 $982K 0.09% +511 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,632 shares 3,632 $960K 0.08% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 8,414 shares 8,414 $955K 0.08% -342 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; 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; 2024Q2: 3,921 shares 3,921 $908K 0.08% -32 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; 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; 2024Q2: 17,059 shares 17,059 $903K 0.08% 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; 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; 2024Q2: 6,171 shares 6,171 $871K 0.08% +968 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; 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; 2024Q2: 3,088 shares 3,088 $801K 0.07% +4 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; 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; 2024Q2: 14,948 shares 14,948 $790K 0.07% +201 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 4,180 shares 4,180 $767K 0.07% -32 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 4,648 shares 4,648 $767K 0.07% -85 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 435 shares; 2023Q3: 435 shares; 2023Q4: 14,947 shares; 2024Q1: 14,824 shares; 2024Q2: 14,733 shares 14,733 $746K 0.07% -91 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 2,701 shares 2,701 $688K 0.06% -36 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; 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; 2024Q2: 21,526 shares 21,526 $683K 0.06% +51 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; 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; 2024Q2: 10,535 shares 10,535 $677K 0.06% +7,813 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 5,568 shares 5,568 $674K 0.06% +1,000 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 5,274 shares 5,274 $653K 0.06% -182 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; 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; 2024Q2: 8,746 shares 8,746 $644K 0.06% +1,809 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 242 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,138 shares 4,138 $622K 0.05% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 7,944 shares 7,944 $618K 0.05% +1,110 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,111 shares; 2022Q4: 878 shares; 2023Q1: 865 shares; 2023Q2: 1,966 shares; 2023Q3: 949 shares; 2023Q4: 960 shares; 2024Q1: 968 shares; 2024Q2: 1,193 shares 1,193 $602K 0.05% +225 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 1,119 shares 1,119 $599K 0.05% 0 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; 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; 2024Q2: 1,600 shares 1,600 $598K 0.05% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 6,364 shares 6,364 $589K 0.05% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,136 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,376 shares 6,376 $585K 0.05% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 233 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,089 shares 7,089 $578K 0.05% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 6,146 shares 6,146 $542K 0.05% +6 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; 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; 2024Q2: 11,601 shares 11,601 $532K 0.05% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 6,479 shares 6,479 $525K 0.05% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,994 shares 9,994 $503K 0.04% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 829 shares; 2022Q4: 934 shares; 2023Q1: 928 shares; 2023Q2: 1,272 shares; 2023Q3: 924 shares; 2023Q4: 924 shares; 2024Q1: 928 shares; 2024Q2: 975 shares 975 $497K 0.04% +47 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,958 shares 4,958 $493K 0.04% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 823 shares; 2022Q4: 812 shares; 2023Q1: 955 shares; 2023Q2: 1,251 shares; 2023Q3: 1,406 shares; 2023Q4: 1,446 shares; 2024Q1: 1,423 shares; 2024Q2: 2,411 shares 2,411 $488K 0.04% +988 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 2,754 shares 2,754 $472K 0.04% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 3,993 shares 3,993 $460K 0.04% +244 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; 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; 2024Q2: 3,565 shares 3,565 $453K 0.04% +3,292 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 1,448 shares 1,448 $452K 0.04% -5 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; 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; 2024Q2: 5,636 shares 5,636 $452K 0.04% +3,473 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 11,738 shares 11,738 $451K 0.04% +71 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 15,450 shares 15,450 $448K 0.04% -159 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 520 shares; 2022Q4: 520 shares; 2023Q1: 771 shares; 2023Q2: 820 shares; 2023Q3: 1,024 shares; 2023Q4: 1,797 shares; 2024Q1: 1,773 shares; 2024Q2: 1,773 shares 1,773 $443K 0.04% 0 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; 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; 2024Q2: 16,674 shares 16,674 $440K 0.04% -955,816 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 2,642 shares 2,642 $413K 0.04% -73 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; 2022Q3: 92 shares; 2022Q4: 132 shares; 2023Q1: 92 shares; 2023Q2: 504 shares; 2023Q3: 504 shares; 2023Q4: 692 shares; 2024Q1: 692 shares; 2024Q2: 692 shares 692 $399K 0.04% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 6,919 shares 6,919 $396K 0.03% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 1,125 shares 1,125 $387K 0.03% -27 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,203 shares 8,203 $381K 0.03% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 1,669 shares 1,669 $378K 0.03% +1 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 2,470 shares; 2023Q1: 2,470 shares; 2023Q2: 245 shares; 2023Q3: not reported; 2023Q4: 2,431 shares; 2024Q1: not reported; 2024Q2: 2,433 shares 2,433 $366K 0.03% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 5,371 shares 5,371 $363K 0.03% +81 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 5,656 shares 5,656 $356K 0.03% -128 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 2,039 shares 2,039 $336K 0.03% -37 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 7,863 shares 7,863 $335K 0.03% +6,902 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,160 shares 3,160 $328K 0.03% 0 Timeline VGK 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 258 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,739 shares 4,739 $316K 0.03% new 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; 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; 2024Q2: 7,680 shares 7,680 $315K 0.03% 0 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,146 shares 2,146 $313K 0.03% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 573 shares; 2022Q4: 517 shares; 2023Q1: 505 shares; 2023Q2: 1,394 shares; 2023Q3: 1,005 shares; 2023Q4: 1,005 shares; 2024Q1: 1,005 shares; 2024Q2: 1,026 shares 1,026 $311K 0.03% +21 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 4,079 shares 4,079 $307K 0.03% +87 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; 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; 2024Q2: 2,217 shares 2,217 $300K 0.03% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,323 shares 1,323 $299K 0.03% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 2,963 shares 2,963 $294K 0.03% +1 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 6,019 shares 6,019 $286K 0.03% +202 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 2,483 shares 2,483 $283K 0.02% +1 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 160 shares; 2022Q4: 161 shares; 2023Q1: 253 shares; 2023Q2: 2,569 shares; 2023Q3: 2,480 shares; 2023Q4: 2,575 shares; 2024Q1: 2,652 shares; 2024Q2: 2,764 shares 2,764 $279K 0.02% +112 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 225 shares; 2022Q4: 120 shares; 2023Q1: 120 shares; 2023Q2: 31 shares; 2023Q3: 31 shares; 2023Q4: 143 shares; 2024Q1: 31 shares; 2024Q2: 3,309 shares 3,309 $270K 0.02% +3,278 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; 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; 2024Q2: 2,892 shares 2,892 $269K 0.02% -135 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; 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; 2024Q2: 7,635 shares 7,635 $267K 0.02% 0 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; 2022Q3: 800 shares; 2022Q4: 800 shares; 2023Q1: 800 shares; 2023Q2: 869 shares; 2023Q3: 973 shares; 2023Q4: 1,418 shares; 2024Q1: 1,418 shares; 2024Q2: 1,418 shares 1,418 $259K 0.02% 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; 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; 2024Q2: 3,354 shares 3,354 $259K 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; 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; 2024Q2: 1,504 shares 1,504 $258K 0.02% +485 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,984 shares 3,984 $253K 0.02% +14 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; 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; 2024Q2: 12,466 shares 12,466 $249K 0.02% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,420 shares 3,420 $249K 0.02% 0 Timeline MONEYLION INC MONEYLION INC More: the full row for MONEYLION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,240 shares 3,240 $238K 0.02% new REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 9,786 shares 9,786 $228K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,238 shares 1,238 $225K 0.02% -55 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; 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; 2024Q2: 1,275 shares 1,275 $220K 0.02% -14 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 3,005 shares 3,005 $218K 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 565 shares; 2023Q3: 5,662 shares; 2023Q4: 5,670 shares; 2024Q1: 5,677 shares; 2024Q2: 5,684 shares 5,684 $208K 0.02% +7 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,838 shares 3,838 $206K 0.02% 0 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; 2022Q3: not reported; 2022Q4: 124 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 612 shares; 2024Q2: 612 shares 612 $204K 0.02% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,786 shares 3,786 $201K 0.02% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 502 shares; 2022Q4: 404 shares; 2023Q1: 404 shares; 2023Q2: 429 shares; 2023Q3: 429 shares; 2023Q4: 429 shares; 2024Q1: 429 shares; 2024Q2: 429 shares 429 $200K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 4,976 shares 4,976 $198K 0.02% -266 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 738 shares; 2022Q4: 633 shares; 2023Q1: 633 shares; 2023Q2: 614 shares; 2023Q3: 614 shares; 2023Q4: 614 shares; 2024Q1: 614 shares; 2024Q2: 614 shares 614 $189K 0.02% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 2,015 shares 2,015 $189K 0.02% 0 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; 2022Q3: not reported; 2022Q4: 251 shares; 2023Q1: 227 shares; 2023Q2: 327 shares; 2023Q3: 326 shares; 2023Q4: 326 shares; 2024Q1: 326 shares; 2024Q2: 348 shares 348 $189K 0.02% +22 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,059 shares; 2024Q2: 1,059 shares 1,059 $186K 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; 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; 2024Q2: 1,796 shares 1,796 $185K 0.02% +53 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 138 shares; 2022Q4: 110 shares; 2023Q1: 100 shares; 2023Q2: 115 shares; 2023Q3: 115 shares; 2023Q4: 115 shares; 2024Q1: 115 shares; 2024Q2: 115 shares 115 $185K 0.02% 0 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; 2022Q3: 892 shares; 2022Q4: 898 shares; 2023Q1: 893 shares; 2023Q2: 893 shares; 2023Q3: 857 shares; 2023Q4: 857 shares; 2024Q1: 857 shares; 2024Q2: 857 shares 857 $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; 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; 2024Q2: 1,517 shares 1,517 $180K 0.02% +14 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16,201 shares; 2024Q2: 16,201 shares 16,201 $176K 0.02% 0 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; 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; 2024Q2: 1,964 shares 1,964 $176K 0.02% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 974 shares 974 $172K 0.02% -35 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,371 shares 1,371 $163K 0.01% +606 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 1,495 shares 1,495 $155K 0.01% -23 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 7,505 shares 7,505 $153K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,917 shares 3,917 $153K 0.01% -201 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,245 shares 8,245 $153K 0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 1,215 shares 1,215 $150K 0.01% 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; 2022Q3: 993 shares; 2022Q4: 1,211 shares; 2023Q1: 994 shares; 2023Q2: 985 shares; 2023Q3: 985 shares; 2023Q4: 985 shares; 2024Q1: 818 shares; 2024Q2: 818 shares 818 $149K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 5,331 shares 5,331 $149K 0.01% -427 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; 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; 2024Q2: 1,533 shares 1,533 $149K 0.01% 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; 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; 2024Q2: 3,575 shares 3,575 $148K 0.01% -147 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; 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; 2024Q2: 1,713 shares 1,713 $147K 0.01% +5 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,175 shares; 2022Q4: 2,199 shares; 2023Q1: 2,220 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,300 shares; 2024Q1: not reported; 2024Q2: 2,359 shares 2,359 $146K 0.01% new 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3 shares; 2023Q3: not reported; 2023Q4: 4,512 shares; 2024Q1: 4,512 shares; 2024Q2: 4,512 shares 4,512 $146K 0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,904 shares 4,904 $146K 0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,414 shares 1,414 $144K 0.01% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 534 shares; 2022Q4: 491 shares; 2023Q1: 491 shares; 2023Q2: 1,167 shares; 2023Q3: 606 shares; 2023Q4: 606 shares; 2024Q1: 1,841 shares; 2024Q2: 2,094 shares 2,094 $142K 0.01% +253 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 761 shares; 2022Q4: 762 shares; 2023Q1: 762 shares; 2023Q2: 762 shares; 2023Q3: 762 shares; 2023Q4: 762 shares; 2024Q1: 762 shares; 2024Q2: 762 shares 762 $140K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 777 shares; 2023Q3: 777 shares; 2023Q4: 777 shares; 2024Q1: 777 shares; 2024Q2: 757 shares 757 $138K 0.01% -20 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 854 shares; 2022Q4: 854 shares; 2023Q1: 854 shares; 2023Q2: 854 shares; 2023Q3: 854 shares; 2023Q4: 854 shares; 2024Q1: 854 shares; 2024Q2: 856 shares 856 $135K 0.01% +2 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 582 shares; 2022Q4: 872 shares; 2023Q1: 599 shares; 2023Q2: 604 shares; 2023Q3: 613 shares; 2023Q4: 613 shares; 2024Q1: 627 shares; 2024Q2: 678 shares 678 $134K 0.01% +51 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,036 shares 5,036 $133K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,425 shares 1,425 $132K 0.01% +225 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 320 shares; 2022Q4: 323 shares; 2023Q1: 324 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 329 shares; 2024Q1: not reported; 2024Q2: 332 shares 332 $130K 0.01% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,871 shares 1,871 $128K 0.01% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,510 shares; 2024Q2: 3,510 shares 3,510 $127K 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; 2022Q3: 953 shares; 2022Q4: 954 shares; 2023Q1: 954 shares; 2023Q2: 954 shares; 2023Q3: 954 shares; 2023Q4: 954 shares; 2024Q1: 954 shares; 2024Q2: 954 shares 954 $123K 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; 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; 2024Q2: 2,364 shares 2,364 $121K 0.01% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,450 shares; 2022Q4: 1,450 shares; 2023Q1: 1,450 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,450 shares; 2024Q1: not reported; 2024Q2: 1,450 shares 1,450 $119K 0.01% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 541 shares; 2022Q4: 571 shares; 2023Q1: 541 shares; 2023Q2: 541 shares; 2023Q3: 541 shares; 2023Q4: 541 shares; 2024Q1: 541 shares; 2024Q2: 541 shares 541 $119K 0.01% 0 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; 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; 2024Q2: 4,456 shares 4,456 $118K 0.01% +115 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 825 shares; 2023Q1: 825 shares; 2023Q2: 832 shares; 2023Q3: 832 shares; 2023Q4: 849 shares; 2024Q1: 1,055 shares; 2024Q2: 1,063 shares 1,063 $116K 0.01% +8 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 419 shares; 2022Q4: 419 shares; 2023Q1: 419 shares; 2023Q2: 419 shares; 2023Q3: 419 shares; 2023Q4: 419 shares; 2024Q1: 419 shares; 2024Q2: 419 shares 419 $115K 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; 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; 2024Q2: 1,307 shares 1,307 $115K 0.01% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 2,188 shares 2,188 $113K 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; 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; 2024Q2: 2,696 shares 2,696 $112K 0.01% +25 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 448 shares; 2022Q4: 448 shares; 2023Q1: 829 shares; 2023Q2: 209 shares; 2023Q3: 183 shares; 2023Q4: 631 shares; 2024Q1: 183 shares; 2024Q2: 561 shares 561 $112K 0.01% +378 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; 2022Q3: 7 shares; 2022Q4: 111 shares; 2023Q1: not reported; 2023Q2: 1,078 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 445 shares 445 $111K 0.01% +45 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 402 shares; 2022Q4: 494 shares; 2023Q1: 402 shares; 2023Q2: 402 shares; 2023Q3: 445 shares; 2023Q4: 445 shares; 2024Q1: 445 shares; 2024Q2: 246 shares 246 $109K 0.01% -199 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 290 shares; 2022Q4: 290 shares; 2023Q1: 344 shares; 2023Q2: 599 shares; 2023Q3: 545 shares; 2023Q4: 599 shares; 2024Q1: 545 shares; 2024Q2: 1,394 shares 1,394 $108K 0.01% +849 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 68 shares; 2022Q4: 68 shares; 2023Q1: 68 shares; 2023Q2: 468 shares; 2023Q3: 468 shares; 2023Q4: 468 shares; 2024Q1: 468 shares; 2024Q2: 450 shares 450 $107K 0.01% -18 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 1,506 shares 1,506 $107K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 410 shares; 2022Q4: 410 shares; 2023Q1: 416 shares; 2023Q2: 416 shares; 2023Q3: 410 shares; 2023Q4: 410 shares; 2024Q1: 410 shares; 2024Q2: 410 shares 410 $101K 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; 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; 2024Q2: 1,292 shares 1,292 $101K 0.01% +9 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 2,715 shares 2,715 $101K 0.01% +1,420 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; 2022Q3: 663 shares; 2022Q4: 663 shares; 2023Q1: 663 shares; 2023Q2: 663 shares; 2023Q3: 663 shares; 2023Q4: 663 shares; 2024Q1: 663 shares; 2024Q2: 728 shares 728 $100K 0.01% +65 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 143 shares; 2022Q4: 146 shares; 2023Q1: 137 shares; 2023Q2: 287 shares; 2023Q3: 287 shares; 2023Q4: 287 shares; 2024Q1: 287 shares; 2024Q2: 287 shares 287 $97.7K 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; 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; 2024Q2: 2,046 shares 2,046 $96.5K 0.01% 0 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,590 shares; 2024Q1: not reported; 2024Q2: 4,590 shares 4,590 $95.9K 0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 910 shares; 2022Q4: 910 shares; 2023Q1: 948 shares; 2023Q2: 948 shares; 2023Q3: 948 shares; 2023Q4: 948 shares; 2024Q1: 948 shares; 2024Q2: 910 shares 910 $94.9K 0.01% -38 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; 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; 2024Q2: 3,710 shares 3,710 $94.3K 0.01% +3 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; 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; 2024Q2: 2,085 shares 2,085 $93.7K 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; 2022Q3: 586 shares; 2022Q4: 586 shares; 2023Q1: 586 shares; 2023Q2: 586 shares; 2023Q3: 586 shares; 2023Q4: 586 shares; 2024Q1: 586 shares; 2024Q2: 586 shares 586 $93.6K 0.01% 0 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 750 shares; 2023Q3: 2,120 shares; 2023Q4: 2,120 shares; 2024Q1: 2,024 shares; 2024Q2: 2,024 shares 2,024 $92.6K 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; 2022Q3: not reported; 2022Q4: 25 shares; 2023Q1: 14 shares; 2023Q2: 364 shares; 2023Q3: 364 shares; 2023Q4: 364 shares; 2024Q1: 364 shares; 2024Q2: 350 shares 350 $90.3K 0.01% -14 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; 2022Q3: 297 shares; 2022Q4: 293 shares; 2023Q1: 293 shares; 2023Q2: 293 shares; 2023Q3: 293 shares; 2023Q4: 293 shares; 2024Q1: 293 shares; 2024Q2: 300 shares 300 $89.6K 0.01% +7 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; 2022Q3: 622 shares; 2022Q4: 625 shares; 2023Q1: 640 shares; 2023Q2: 313 shares; 2023Q3: 216 shares; 2023Q4: 747 shares; 2024Q1: 216 shares; 2024Q2: 751 shares 751 $88.2K 0.01% +535 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 990 shares; 2022Q4: 990 shares; 2023Q1: 990 shares; 2023Q2: 990 shares; 2023Q3: 990 shares; 2023Q4: 990 shares; 2024Q1: 990 shares; 2024Q2: 990 shares 990 $87.2K 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; 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; 2024Q2: 1,719 shares 1,719 $85K 0.01% +7 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 375 shares; 2022Q4: 375 shares; 2023Q1: 375 shares; 2023Q2: 375 shares; 2023Q3: 375 shares; 2023Q4: 375 shares; 2024Q1: 375 shares; 2024Q2: 375 shares 375 $84.5K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 912 shares; 2022Q4: 912 shares; 2023Q1: 1,518 shares; 2023Q2: 965 shares; 2023Q3: 912 shares; 2023Q4: 912 shares; 2024Q1: 912 shares; 2024Q2: 912 shares 912 $83.4K 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; 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; 2024Q2: 1,693 shares 1,693 $82.5K 0.01% +8 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; 2022Q3: 225 shares; 2022Q4: 226 shares; 2023Q1: 12 shares; 2023Q2: 732 shares; 2023Q3: 1,421 shares; 2023Q4: 1,572 shares; 2024Q1: 1,560 shares; 2024Q2: 1,572 shares 1,572 $81.8K 0.01% +12 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 558 shares; 2022Q4: 650 shares; 2023Q1: 543 shares; 2023Q2: 1,305 shares; 2023Q3: 543 shares; 2023Q4: 543 shares; 2024Q1: 543 shares; 2024Q2: 543 shares 543 $80.9K 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; 2022Q3: 900 shares; 2022Q4: 900 shares; 2023Q1: 900 shares; 2023Q2: 900 shares; 2023Q3: 900 shares; 2023Q4: 900 shares; 2024Q1: 900 shares; 2024Q2: 900 shares 900 $80.7K 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; 2022Q3: 240 shares; 2022Q4: 265 shares; 2023Q1: 220 shares; 2023Q2: 570 shares; 2023Q3: 220 shares; 2023Q4: 145 shares; 2024Q1: 150 shares; 2024Q2: 145 shares 145 $80.6K 0.01% -5 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 620 shares; 2022Q4: 620 shares; 2023Q1: 620 shares; 2023Q2: 620 shares; 2023Q3: 620 shares; 2023Q4: 620 shares; 2024Q1: 620 shares; 2024Q2: 620 shares 620 $79.6K 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; 2022Q3: 630 shares; 2022Q4: 630 shares; 2023Q1: 630 shares; 2023Q2: 630 shares; 2023Q3: 630 shares; 2023Q4: 630 shares; 2024Q1: 630 shares; 2024Q2: 686 shares 686 $78.5K 0.01% +56 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; 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; 2024Q2: 1,200 shares 1,200 $77.6K 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; 2022Q3: 96 shares; 2022Q4: 101 shares; 2023Q1: 108 shares; 2023Q2: 60 shares; 2023Q3: 57 shares; 2023Q4: 107 shares; 2024Q1: 62 shares; 2024Q2: 113 shares 113 $76.3K 0.01% +51 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; 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; 2024Q2: 814 shares 814 $75.5K 0.01% -349 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; 2022Q3: 30 shares; 2022Q4: not reported; 2023Q1: 70 shares; 2023Q2: 320 shares; 2023Q3: 338 shares; 2023Q4: 338 shares; 2024Q1: 338 shares; 2024Q2: 445 shares 445 $72.2K 0.01% +107 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; 2022Q3: 211 shares; 2022Q4: 176 shares; 2023Q1: 176 shares; 2023Q2: 976 shares; 2023Q3: 976 shares; 2023Q4: 976 shares; 2024Q1: 976 shares; 2024Q2: 976 shares 976 $71.9K 0.01% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 764 shares 764 $68.9K 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; 2022Q3: 50 shares; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $67.4K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 94 shares; 2022Q4: 76 shares; 2023Q1: 159 shares; 2023Q2: 159 shares; 2023Q3: 154 shares; 2023Q4: 154 shares; 2024Q1: 154 shares; 2024Q2: 200 shares 200 $66.1K 0.01% +46 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,000 shares; 2022Q4: 1,416 shares; 2023Q1: 1,000 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: not reported; 2024Q2: 1,000 shares 1,000 $65K 0.01% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 119 shares; 2022Q4: 183 shares; 2023Q1: 117 shares; 2023Q2: 422 shares; 2023Q3: 123 shares; 2023Q4: 117 shares; 2024Q1: 117 shares; 2024Q2: 117 shares 117 $64.9K 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; 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; 2024Q2: 1,518 shares 1,518 $63K 0.01% +8 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 70 shares; 2022Q4: 62 shares; 2023Q1: 66 shares; 2023Q2: 66 shares; 2023Q3: 62 shares; 2023Q4: 62 shares; 2024Q1: 62 shares; 2024Q2: 80 shares 80 $62.9K 0.01% +18 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 620 shares; 2024Q2: 620 shares 620 $61.4K 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; 2022Q3: 953 shares; 2022Q4: 699 shares; 2023Q1: 699 shares; 2023Q2: 699 shares; 2023Q3: 699 shares; 2023Q4: 699 shares; 2024Q1: 699 shares; 2024Q2: 627 shares 627 $61K 0.01% -72 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 625 shares; 2022Q4: 625 shares; 2023Q1: 625 shares; 2023Q2: 625 shares; 2023Q3: 625 shares; 2023Q4: 625 shares; 2024Q1: 625 shares; 2024Q2: 625 shares 625 $60.1K 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; 2022Q3: 445 shares; 2022Q4: 446 shares; 2023Q1: 445 shares; 2023Q2: 445 shares; 2023Q3: 445 shares; 2023Q4: 445 shares; 2024Q1: 445 shares; 2024Q2: 445 shares 445 $59K 0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,416 shares 1,416 $58.4K 0.01% -210 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; 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; 2024Q2: 3,602 shares 3,602 $58.3K 0.01% +397 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; 2022Q3: 758 shares; 2022Q4: 794 shares; 2023Q1: 758 shares; 2023Q2: 758 shares; 2023Q3: 758 shares; 2023Q4: 758 shares; 2024Q1: 758 shares; 2024Q2: 758 shares 758 $58K 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; 2022Q3: 369 shares; 2022Q4: 369 shares; 2023Q1: 369 shares; 2023Q2: 369 shares; 2023Q3: 369 shares; 2023Q4: 369 shares; 2024Q1: 369 shares; 2024Q2: 369 shares 369 $56.8K 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; 2022Q3: 52 shares; 2022Q4: 53 shares; 2023Q1: 52 shares; 2023Q2: 132 shares; 2023Q3: 132 shares; 2023Q4: 132 shares; 2024Q1: 132 shares; 2024Q2: 132 shares 132 $56.5K <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; 2022Q3: 207 shares; 2022Q4: 207 shares; 2023Q1: 207 shares; 2023Q2: 207 shares; 2023Q3: 207 shares; 2023Q4: 207 shares; 2024Q1: 207 shares; 2024Q2: 207 shares 207 $56.3K <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; 2022Q3: 175 shares; 2022Q4: 175 shares; 2023Q1: 189 shares; 2023Q2: 189 shares; 2023Q3: 189 shares; 2023Q4: 189 shares; 2024Q1: 189 shares; 2024Q2: 178 shares 178 $53.4K <0.01% -11 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 1,700 shares 1,700 $52.6K <0.01% -362 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 822 shares 822 $52.3K <0.01% -93 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,494 shares 1,494 $52.1K <0.01% new 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; 2022Q3: 326 shares; 2022Q4: 399 shares; 2023Q1: 326 shares; 2023Q2: 331 shares; 2023Q3: 326 shares; 2023Q4: 352 shares; 2024Q1: 352 shares; 2024Q2: 352 shares 352 $51.3K <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; 2022Q3: 292 shares; 2022Q4: 284 shares; 2023Q1: 334 shares; 2023Q2: 335 shares; 2023Q3: 334 shares; 2023Q4: 342 shares; 2024Q1: 334 shares; 2024Q2: 319 shares 319 $50.7K <0.01% -15 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,626 shares 1,626 $50.6K <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; 2022Q3: 787 shares; 2022Q4: 802 shares; 2023Q1: 802 shares; 2023Q2: 888 shares; 2023Q3: 888 shares; 2023Q4: 902 shares; 2024Q1: 888 shares; 2024Q2: 934 shares 934 $50.4K <0.01% +46 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 225 shares; 2022Q4: 225 shares; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares; 2024Q2: 225 shares 225 $50.4K <0.01% 0 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; 2022Q3: 765 shares; 2022Q4: 765 shares; 2023Q1: 765 shares; 2023Q2: 765 shares; 2023Q3: 765 shares; 2023Q4: 765 shares; 2024Q1: 765 shares; 2024Q2: 765 shares 765 $49.7K <0.01% 0 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; 2022Q3: 645 shares; 2022Q4: 646 shares; 2023Q1: 757 shares; 2023Q2: 757 shares; 2023Q3: 757 shares; 2023Q4: 757 shares; 2024Q1: 757 shares; 2024Q2: 670 shares 670 $49.6K <0.01% -87 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 141 shares; 2022Q4: 149 shares; 2023Q1: 195 shares; 2023Q2: 672 shares; 2023Q3: 154 shares; 2023Q4: 154 shares; 2024Q1: 190 shares; 2024Q2: 148 shares 148 $49.3K <0.01% -42 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 687 shares; 2022Q4: 616 shares; 2023Q1: 207 shares; 2023Q2: 724 shares; 2023Q3: 626 shares; 2023Q4: 626 shares; 2024Q1: 785 shares; 2024Q2: 785 shares 785 $48.4K <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; 2022Q3: 424 shares; 2022Q4: 382 shares; 2023Q1: 382 shares; 2023Q2: 382 shares; 2023Q3: 382 shares; 2023Q4: 382 shares; 2024Q1: 382 shares; 2024Q2: 382 shares 382 $48.1K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 294 shares; 2022Q4: 295 shares; 2023Q1: 295 shares; 2023Q2: 295 shares; 2023Q3: 295 shares; 2023Q4: 295 shares; 2024Q1: 295 shares; 2024Q2: 295 shares 295 $44.9K <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; 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; 2024Q2: 1,084 shares 1,084 $44.6K <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; 2022Q3: 315 shares; 2022Q4: 315 shares; 2023Q1: 315 shares; 2023Q2: 315 shares; 2023Q3: 465 shares; 2023Q4: 315 shares; 2024Q1: 315 shares; 2024Q2: 315 shares 315 $44.5K <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; 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; 2024Q2: 501 shares 501 $44.3K <0.01% +24 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 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; 2024Q2: 1,108 shares 1,108 $44.1K <0.01% +152 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 42 shares; 2022Q4: 379 shares; 2023Q1: 379 shares; 2023Q2: 379 shares; 2023Q3: 379 shares; 2023Q4: 379 shares; 2024Q1: 379 shares; 2024Q2: 379 shares 379 $43.8K <0.01% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 216 shares; 2022Q4: 220 shares; 2023Q1: 439 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 445 shares; 2024Q1: not reported; 2024Q2: 445 shares 445 $43.7K <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; 2022Q3: 1,027 shares; 2022Q4: 720 shares; 2023Q1: 841 shares; 2023Q2: 570 shares; 2023Q3: 570 shares; 2023Q4: 680 shares; 2024Q1: 570 shares; 2024Q2: 735 shares 735 $43.6K <0.01% +165 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; 2022Q3: 1,008 shares; 2022Q4: 310 shares; 2023Q1: 314 shares; 2023Q2: 314 shares; 2023Q3: 314 shares; 2023Q4: 314 shares; 2024Q1: 340 shares; 2024Q2: 310 shares 310 $42.4K <0.01% -30 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; 2022Q3: 280 shares; 2022Q4: 456 shares; 2023Q1: 455 shares; 2023Q2: 457 shares; 2023Q3: 459 shares; 2023Q4: 796 shares; 2024Q1: 797 shares; 2024Q2: 799 shares 799 $41.8K <0.01% +2 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; 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; 2024Q2: 2,182 shares 2,182 $41.7K <0.01% -32 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; 2022Q3: 335 shares; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 178 shares; 2024Q1: 178 shares; 2024Q2: 178 shares 178 $41.6K <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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $40.9K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 208 shares; 2022Q4: 256 shares; 2023Q1: 208 shares; 2023Q2: 214 shares; 2023Q3: 208 shares; 2023Q4: 222 shares; 2024Q1: 222 shares; 2024Q2: 222 shares 222 $40.5K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,576 shares 1,576 $39.9K <0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 71 shares; 2022Q4: 71 shares; 2023Q1: 153 shares; 2023Q2: 253 shares; 2023Q3: 441 shares; 2023Q4: 441 shares; 2024Q1: 441 shares; 2024Q2: 359 shares 359 $39.5K <0.01% -82 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,208 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares 1,700 $39.5K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 4 shares; 2023Q1: 7 shares; 2023Q2: 7 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 24 shares; 2024Q2: 38 shares 38 $38.9K <0.01% +14 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; 2022Q3: 453 shares; 2022Q4: 554 shares; 2023Q1: 453 shares; 2023Q2: 466 shares; 2023Q3: 453 shares; 2023Q4: 453 shares; 2024Q1: 453 shares; 2024Q2: 453 shares 453 $38.8K <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; 2022Q3: 134 shares; 2022Q4: 536 shares; 2023Q1: 536 shares; 2023Q2: 536 shares; 2023Q3: 536 shares; 2023Q4: 536 shares; 2024Q1: 536 shares; 2024Q2: 536 shares 536 $38.4K <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; 2022Q3: 162 shares; 2022Q4: 162 shares; 2023Q1: 162 shares; 2023Q2: 162 shares; 2023Q3: 162 shares; 2023Q4: 162 shares; 2024Q1: 162 shares; 2024Q2: 162 shares 162 $38.4K <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; 2022Q3: 554 shares; 2022Q4: 554 shares; 2023Q1: 554 shares; 2023Q2: 554 shares; 2023Q3: 554 shares; 2023Q4: 554 shares; 2024Q1: 554 shares; 2024Q2: 477 shares 477 $37.4K <0.01% -77 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; 2022Q3: 175 shares; 2022Q4: 191 shares; 2023Q1: 175 shares; 2023Q2: 692 shares; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares 175 $37.4K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 252 shares; 2022Q4: 252 shares; 2023Q1: 140 shares; 2023Q2: 376 shares; 2023Q3: 187 shares; 2023Q4: 235 shares; 2024Q1: 250 shares; 2024Q2: 780 shares 780 $37K <0.01% +530 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; 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; 2024Q2: 1,200 shares 1,200 $37K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 173 shares; 2023Q2: 173 shares; 2023Q3: 173 shares; 2023Q4: 173 shares; 2024Q1: 173 shares; 2024Q2: 1,011 shares 1,011 $36.4K <0.01% +838 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,031 shares 1,031 $36.1K <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; 2022Q3: 30 shares; 2022Q4: 30 shares; 2023Q1: 130 shares; 2023Q2: 330 shares; 2023Q3: 330 shares; 2023Q4: 330 shares; 2024Q1: 330 shares; 2024Q2: 330 shares 330 $35.8K <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; 2022Q3: 289 shares; 2022Q4: 312 shares; 2023Q1: 289 shares; 2023Q2: 289 shares; 2023Q3: 289 shares; 2023Q4: 289 shares; 2024Q1: 289 shares; 2024Q2: 289 shares 289 $35.2K <0.01% 0 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 500 shares 500 $34.8K <0.01% new 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 851 shares; 2024Q2: 851 shares 851 $34.8K <0.01% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 800 shares; 2024Q2: 800 shares 800 $34.6K <0.01% 0 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 180 shares; 2022Q4: 180 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 180 shares; 2023Q4: 180 shares; 2024Q1: 180 shares; 2024Q2: 180 shares 180 $32.4K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 146 shares; 2022Q4: 125 shares; 2023Q1: 134 shares; 2023Q2: 134 shares; 2023Q3: 134 shares; 2023Q4: 134 shares; 2024Q1: 134 shares; 2024Q2: 125 shares 125 $32.2K <0.01% -9 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; 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; 2024Q2: 1,419 shares 1,419 $31.7K <0.01% +14 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 453 shares; 2022Q4: 454 shares; 2023Q1: 453 shares; 2023Q2: 807 shares; 2023Q3: 327 shares; 2023Q4: 300 shares; 2024Q1: 174 shares; 2024Q2: 290 shares 290 $31K <0.01% +116 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; 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; 2024Q2: 700 shares 700 $30.8K <0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 288 shares; 2022Q4: 288 shares; 2023Q1: 288 shares; 2023Q2: 288 shares; 2023Q3: 325 shares; 2023Q4: 288 shares; 2024Q1: 288 shares; 2024Q2: 288 shares 288 $30.7K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 211 shares; 2022Q4: 197 shares; 2023Q1: 222 shares; 2023Q2: 222 shares; 2023Q3: 222 shares; 2023Q4: 222 shares; 2024Q1: 262 shares; 2024Q2: 197 shares 197 $30.6K <0.01% -65 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; 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; 2024Q2: 15,151 shares 15,151 $30.6K <0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 329 shares; 2023Q2: 329 shares; 2023Q3: 329 shares; 2023Q4: 329 shares; 2024Q1: 329 shares; 2024Q2: 300 shares 300 $30.4K <0.01% -29 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; 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; 2024Q2: 961 shares 961 $29K <0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 135 shares; 2022Q4: 135 shares; 2023Q1: 135 shares; 2023Q2: 135 shares; 2023Q3: 135 shares; 2023Q4: 135 shares; 2024Q1: 135 shares; 2024Q2: 135 shares 135 $29K <0.01% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 408 shares; 2022Q4: 409 shares; 2023Q1: 408 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 408 shares; 2024Q1: not reported; 2024Q2: 408 shares 408 $28K <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; 2022Q3: 437 shares; 2022Q4: 437 shares; 2023Q1: 435 shares; 2023Q2: 435 shares; 2023Q3: 435 shares; 2023Q4: 270 shares; 2024Q1: 270 shares; 2024Q2: 270 shares 270 $27.9K <0.01% 0 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,113 shares; 2022Q4: 1,114 shares; 2023Q1: 1,113 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,113 shares; 2024Q1: not reported; 2024Q2: 1,113 shares 1,113 $27.9K <0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 812 shares; 2022Q4: 812 shares; 2023Q1: 812 shares; 2023Q2: 812 shares; 2023Q3: 812 shares; 2023Q4: 812 shares; 2024Q1: 812 shares; 2024Q2: 812 shares 812 $27.2K <0.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 367 shares; 2022Q4: not reported; 2023Q1: 71 shares; 2023Q2: 120 shares; 2023Q3: 49 shares; 2023Q4: 163 shares; 2024Q1: 49 shares; 2024Q2: 125 shares 125 $26.9K <0.01% +76 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; 2022Q3: 233 shares; 2022Q4: 233 shares; 2023Q1: 233 shares; 2023Q2: 233 shares; 2023Q3: 233 shares; 2023Q4: 233 shares; 2024Q1: 233 shares; 2024Q2: 233 shares 233 $26.9K <0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 195 shares; 2022Q4: 195 shares; 2023Q1: 195 shares; 2023Q2: 195 shares; 2023Q3: 195 shares; 2023Q4: 195 shares; 2024Q1: 195 shares; 2024Q2: 195 shares 195 $26.7K <0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 175 shares; 2022Q4: 175 shares; 2023Q1: 175 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 175 shares; 2024Q1: not reported; 2024Q2: 175 shares 175 $26.6K <0.01% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 800 shares; 2023Q1: 800 shares; 2023Q2: 872 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares 800 $26K <0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 125 shares 125 $25.4K <0.01% new 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $25.4K <0.01% 0 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 569 shares 569 $24.5K <0.01% new 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; 2022Q3: 422 shares; 2022Q4: 422 shares; 2023Q1: 334 shares; 2023Q2: 234 shares; 2023Q3: 234 shares; 2023Q4: 234 shares; 2024Q1: 275 shares; 2024Q2: 175 shares 175 $24.2K <0.01% -100 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; 2022Q3: 180 shares; 2022Q4: 180 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 180 shares; 2023Q4: 180 shares; 2024Q1: 180 shares; 2024Q2: 180 shares 180 $23.5K <0.01% 0 DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 874 shares; 2024Q1: not reported; 2024Q2: 874 shares 874 $23.5K <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; 2022Q3: 170 shares; 2022Q4: 170 shares; 2023Q1: 170 shares; 2023Q2: 170 shares; 2023Q3: 170 shares; 2023Q4: 170 shares; 2024Q1: 170 shares; 2024Q2: 170 shares 170 $22.8K <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; 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; 2024Q2: 541 shares 541 $22K <0.01% +161 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 157 shares; 2022Q4: 410 shares; 2023Q1: 157 shares; 2023Q2: 964 shares; 2023Q3: 157 shares; 2023Q4: 157 shares; 2024Q1: 157 shares; 2024Q2: 198 shares 198 $21.8K <0.01% +41 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 126 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $21.3K <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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,550 shares; 2024Q2: 1,570 shares 1,570 $21.1K <0.01% +20 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; 2022Q3: 150 shares; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares 450 $21K <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 106 shares; 2022Q4: 127 shares; 2023Q1: 114 shares; 2023Q2: 88 shares; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 92 shares; 2024Q2: 80 shares 80 $20.6K <0.01% -12 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; 2022Q3: 26 shares; 2022Q4: 26 shares; 2023Q1: 34 shares; 2023Q2: 144 shares; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 26 shares 26 $20.5K <0.01% -8 KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 340 shares; 2022Q4: 340 shares; 2023Q1: 340 shares; 2023Q2: 340 shares; 2023Q3: 340 shares; 2023Q4: 340 shares; 2024Q1: 340 shares; 2024Q2: 403 shares 403 $20.1K <0.01% +63 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 260 shares; 2022Q4: 369 shares; 2023Q1: 245 shares; 2023Q2: 245 shares; 2023Q3: 245 shares; 2023Q4: 83 shares; 2024Q1: 83 shares; 2024Q2: 83 shares 83 $19.8K <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; 2022Q3: 223 shares; 2022Q4: 233 shares; 2023Q1: 223 shares; 2023Q2: 223 shares; 2023Q3: 223 shares; 2023Q4: 223 shares; 2024Q1: 223 shares; 2024Q2: 223 shares 223 $19.7K <0.01% 0 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 49 shares; 2024Q2: 172 shares 172 $18.8K <0.01% +123 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 353 shares 353 $18.7K <0.01% new 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; 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; 2024Q2: 1,470 shares 1,470 $18.4K <0.01% +470 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; 2022Q3: 49 shares; 2022Q4: 42 shares; 2023Q1: 42 shares; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares 42 $18.3K <0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 293 shares 293 $17.9K <0.01% new Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 382 shares; 2022Q4: 382 shares; 2023Q1: 382 shares; 2023Q2: 382 shares; 2023Q3: 382 shares; 2023Q4: 382 shares; 2024Q1: 382 shares; 2024Q2: 382 shares 382 $17.9K <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; 2022Q3: 441 shares; 2022Q4: 441 shares; 2023Q1: 441 shares; 2023Q2: 441 shares; 2023Q3: 441 shares; 2023Q4: 441 shares; 2024Q1: 441 shares; 2024Q2: 441 shares 441 $17.7K <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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 76 shares; 2023Q3: 76 shares; 2023Q4: 77 shares; 2024Q1: 77 shares; 2024Q2: 77 shares 77 $17.6K <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; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares 250 $17.3K <0.01% 0 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 8 shares; 2023Q2: 8 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16 shares 16 $17K <0.01% new ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 300 shares; 2022Q4: 301 shares; 2023Q1: 300 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 300 shares; 2024Q1: not reported; 2024Q2: 300 shares 300 $16.7K <0.01% new 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; 2022Q3: 109 shares; 2022Q4: 109 shares; 2023Q1: 109 shares; 2023Q2: 109 shares; 2023Q3: 109 shares; 2023Q4: 109 shares; 2024Q1: 109 shares; 2024Q2: 109 shares 109 $16.5K <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; 2022Q3: 646 shares; 2022Q4: 646 shares; 2023Q1: 646 shares; 2023Q2: 646 shares; 2023Q3: 646 shares; 2023Q4: 646 shares; 2024Q1: 646 shares; 2024Q2: 646 shares 646 $15.4K <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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 230 shares; 2023Q2: 412 shares; 2023Q3: 230 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares 35 $15.4K <0.01% 0 Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 761 shares; 2023Q1: 787 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,051 shares; 2024Q1: not reported; 2024Q2: 1,126 shares 1,126 $14.9K <0.01% new Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 540 shares; 2022Q4: 540 shares; 2023Q1: 540 shares; 2023Q2: 540 shares; 2023Q3: 540 shares; 2023Q4: 540 shares; 2024Q1: 540 shares; 2024Q2: 540 shares 540 $14.8K <0.01% 0 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 445 shares; 2024Q2: 937 shares 937 $14.6K <0.01% +492 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 133 shares; 2024Q1: 133 shares; 2024Q2: 152 shares 152 $14.5K <0.01% +19 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 41 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $14.4K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 101 shares; 2022Q4: 149 shares; 2023Q1: 159 shares; 2023Q2: 124 shares; 2023Q3: 124 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares 72 $14K <0.01% 0 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 40 shares; 2022Q4: 40 shares; 2023Q1: 264 shares; 2023Q2: 152 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares 40 $14K <0.01% 0 IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 357 shares; 2022Q4: 357 shares; 2023Q1: 357 shares; 2023Q2: 357 shares; 2023Q3: 357 shares; 2023Q4: 357 shares; 2024Q1: 357 shares; 2024Q2: 357 shares 357 $13.9K <0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 305 shares; 2022Q4: 305 shares; 2023Q1: 385 shares; 2023Q2: 385 shares; 2023Q3: 385 shares; 2023Q4: 385 shares; 2024Q1: 385 shares; 2024Q2: 305 shares 305 $13.9K <0.01% -80 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 35 shares 35 $13.4K <0.01% new 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; 2022Q3: 418 shares; 2022Q4: 559 shares; 2023Q1: 198 shares; 2023Q2: 946 shares; 2023Q3: 737 shares; 2023Q4: 661 shares; 2024Q1: 607 shares; 2024Q2: 665 shares 665 $13.3K <0.01% +58 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8 shares; 2022Q4: 17 shares; 2023Q1: 5 shares; 2023Q2: 201 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 20 shares 20 $13.1K <0.01% new 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; 2022Q3: 205 shares; 2022Q4: 205 shares; 2023Q1: 494 shares; 2023Q2: 242 shares; 2023Q3: 242 shares; 2023Q4: 242 shares; 2024Q1: 244 shares; 2024Q2: 207 shares 207 $13.1K <0.01% -37 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; 2022Q3: 441 shares; 2022Q4: 441 shares; 2023Q1: 441 shares; 2023Q2: 441 shares; 2023Q3: 441 shares; 2023Q4: 441 shares; 2024Q1: 441 shares; 2024Q2: 441 shares 441 $13K <0.01% 0 Timeline UNCRY UNICREDIT SPA ADR NEW 2017 (IT More: the full row for UNICREDIT SPA ADR NEW 2017 (IT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 698 shares 698 $13K <0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 24 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 83 shares; 2023Q3: 166 shares; 2023Q4: 322 shares; 2024Q1: 166 shares; 2024Q2: 170 shares 170 $12.9K <0.01% +4 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 13 shares; 2023Q2: 13 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 200 shares 200 $12.9K <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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 425 shares; 2024Q2: 425 shares 425 $12.6K <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; 2022Q3: not reported; 2022Q4: 1 shares; 2023Q1: 0 shares; 2023Q2: not reported; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $12.6K <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; 2022Q3: 329 shares; 2022Q4: 125 shares; 2023Q1: 218 shares; 2023Q2: 946 shares; 2023Q3: 218 shares; 2023Q4: 218 shares; 2024Q1: 218 shares; 2024Q2: 125 shares 125 $12.5K <0.01% -93 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; 2022Q3: 96 shares; 2022Q4: 140 shares; 2023Q1: 96 shares; 2023Q2: 96 shares; 2023Q3: 96 shares; 2023Q4: 96 shares; 2024Q1: 96 shares; 2024Q2: 96 shares 96 $12.4K <0.01% 0 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 252 shares; 2023Q2: 173 shares; 2023Q3: 173 shares; 2023Q4: 173 shares; 2024Q1: 173 shares; 2024Q2: 173 shares 173 $12.4K <0.01% 0 IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 90 shares; 2022Q4: 113 shares; 2023Q1: 140 shares; 2023Q2: 140 shares; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 90 shares; 2024Q2: 90 shares 90 $12.4K <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; 2022Q3: 640 shares; 2022Q4: 140 shares; 2023Q1: 140 shares; 2023Q2: 123 shares; 2023Q3: 123 shares; 2023Q4: 123 shares; 2024Q1: 211 shares; 2024Q2: 123 shares 123 $12.3K <0.01% -88 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; 2022Q3: 215 shares; 2022Q4: 227 shares; 2023Q1: 216 shares; 2023Q2: 93 shares; 2023Q3: 94 shares; 2023Q4: 94 shares; 2024Q1: 95 shares; 2024Q2: 95 shares 95 $12.2K <0.01% 0 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 69 shares; 2022Q4: 71 shares; 2023Q1: 141 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 143 shares; 2024Q1: not reported; 2024Q2: 144 shares 144 $12K <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; 2022Q3: 128 shares; 2022Q4: 255 shares; 2023Q1: 95 shares; 2023Q2: 935 shares; 2023Q3: 45 shares; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: 45 shares 45 $11.8K <0.01% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 34 shares; 2023Q4: 192 shares; 2024Q1: 214 shares; 2024Q2: 244 shares 244 $11.8K <0.01% +30 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; 2022Q3: 5 shares; 2022Q4: 30 shares; 2023Q1: 301 shares; 2023Q2: 78 shares; 2023Q3: 78 shares; 2023Q4: 218 shares; 2024Q1: 218 shares; 2024Q2: 196 shares 196 $11.6K <0.01% -22 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 143 shares; 2022Q4: 144 shares; 2023Q1: 144 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 144 shares; 2024Q1: not reported; 2024Q2: 144 shares 144 $11.5K <0.01% new Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 394 shares 394 $11.3K <0.01% new 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 40 shares; 2023Q2: 106 shares; 2023Q3: 106 shares; 2023Q4: 106 shares; 2024Q1: 106 shares; 2024Q2: 164 shares 164 $10.9K <0.01% +58 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 367 shares 367 $10.8K <0.01% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 63 shares 63 $10.8K <0.01% new Timeline HESAY HERMES INTL S A UNSPONSORED AD More: the full row for HERMES INTL S A UNSPONSORED AD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 46 shares 46 $10.6K <0.01% new Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 221 shares; 2022Q4: 221 shares; 2023Q1: 221 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 221 shares; 2024Q1: not reported; 2024Q2: 221 shares 221 $10.5K <0.01% new 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; 2022Q3: 80 shares; 2022Q4: 105 shares; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 80 shares 80 $10.3K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 142 shares; 2022Q4: 142 shares; 2023Q1: 356 shares; 2023Q2: 358 shares; 2023Q3: 292 shares; 2023Q4: 293 shares; 2024Q1: 142 shares; 2024Q2: 142 shares 142 $9.68K <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; 2022Q3: 140 shares; 2022Q4: 262 shares; 2023Q1: 140 shares; 2023Q2: 70 shares; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares 70 $9.58K <0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 85 shares; 2024Q2: 85 shares 85 $9.55K <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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 47 shares; 2023Q2: 47 shares; 2023Q3: 47 shares; 2023Q4: 47 shares; 2024Q1: 147 shares; 2024Q2: 100 shares 100 $9.32K <0.01% -47 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 263 shares; 2022Q4: 263 shares; 2023Q1: 263 shares; 2023Q2: 263 shares; 2023Q3: 263 shares; 2023Q4: 263 shares; 2024Q1: 263 shares; 2024Q2: 263 shares 263 $9.1K <0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 350 shares; 2024Q1: not reported; 2024Q2: 350 shares 350 $9.02K <0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 33 shares; 2024Q2: 33 shares 33 $8.88K <0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 129 shares; 2023Q2: 129 shares; 2023Q3: 129 shares; 2023Q4: 159 shares; 2024Q1: 196 shares; 2024Q2: 100 shares 100 $8.77K <0.01% -96 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 42 shares 42 $8.72K <0.01% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 28 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 46 shares; 2023Q4: 51 shares; 2024Q1: 80 shares; 2024Q2: 87 shares 87 $8.66K <0.01% +7 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 166 shares; 2022Q4: 166 shares; 2023Q1: 265 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 314 shares; 2024Q1: not reported; 2024Q2: 385 shares 385 $8.66K <0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 13 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 43 shares 43 $8.61K <0.01% +30 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 420 shares; 2023Q3: 420 shares; 2023Q4: 420 shares; 2024Q1: 420 shares; 2024Q2: 420 shares 420 $8.52K <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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 389 shares; 2023Q2: 396 shares; 2023Q3: 151 shares; 2023Q4: 167 shares; 2024Q1: 252 shares; 2024Q2: 242 shares 242 $8.48K <0.01% -10 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 92 shares; 2022Q4: 694 shares; 2023Q1: 694 shares; 2023Q2: 767 shares; 2023Q3: 694 shares; 2023Q4: 92 shares; 2024Q1: 92 shares; 2024Q2: 92 shares 92 $8.45K <0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,500 shares; 2022Q4: 1,501 shares; 2023Q1: 1,555 shares; 2023Q2: 255 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 63 shares 63 $8.29K <0.01% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 25 shares; 2022Q4: not reported; 2023Q1: 48 shares; 2023Q2: 48 shares; 2023Q3: not reported; 2023Q4: 48 shares; 2024Q1: not reported; 2024Q2: 49 shares 49 $8.05K <0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 57 shares 57 $8.03K <0.01% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 231 shares; 2022Q4: 231 shares; 2023Q1: 231 shares; 2023Q2: 231 shares; 2023Q3: 231 shares; 2023Q4: 231 shares; 2024Q1: 231 shares; 2024Q2: 231 shares 231 $7.73K <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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares 75 $7.65K <0.01% 0 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 307 shares; 2023Q2: 307 shares; 2023Q3: 307 shares; 2023Q4: 307 shares; 2024Q1: 307 shares; 2024Q2: 307 shares 307 $7.64K <0.01% 0 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; 2022Q3: 43 shares; 2022Q4: 43 shares; 2023Q1: 163 shares; 2023Q2: 163 shares; 2023Q3: 163 shares; 2023Q4: 163 shares; 2024Q1: 163 shares; 2024Q2: 77 shares 77 $7.57K <0.01% -86 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 68 shares; 2022Q4: 69 shares; 2023Q1: 68 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 94 shares 94 $7.57K <0.01% -6 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; 2022Q3: 153 shares; 2022Q4: 153 shares; 2023Q1: 153 shares; 2023Q2: 153 shares; 2023Q3: 153 shares; 2023Q4: 153 shares; 2024Q1: 153 shares; 2024Q2: 153 shares 153 $7.56K <0.01% 0 Timeline VOYA VOYA FINL INC DEP SH REPSTG 1/ More: the full row for VOYA FINL INC DEP SH REPSTG 1/ Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 307 shares; 2023Q2: 307 shares; 2023Q3: 307 shares; 2023Q4: 307 shares; 2024Q1: 307 shares; 2024Q2: 307 shares 307 $7.45K <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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $7.41K <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; 2022Q3: 119 shares; 2022Q4: 119 shares; 2023Q1: 119 shares; 2023Q2: 119 shares; 2023Q3: 119 shares; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: 119 shares 119 $7.28K <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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 231 shares; 2024Q1: 232 shares; 2024Q2: 233 shares 233 $7.12K <0.01% +1 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 45 shares; 2022Q4: 45 shares; 2023Q1: 62 shares; 2023Q2: 17 shares; 2023Q3: not reported; 2023Q4: 45 shares; 2024Q1: not reported; 2024Q2: 45 shares 45 $7K <0.01% new 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; 2022Q3: not reported; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares 30 $6.76K <0.01% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 53 shares 53 $6.54K <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; 2022Q3: 2,224 shares; 2022Q4: 2,224 shares; 2023Q1: 2,224 shares; 2023Q2: 308 shares; 2023Q3: 308 shares; 2023Q4: 308 shares; 2024Q1: 308 shares; 2024Q2: 308 shares 308 $6.52K <0.01% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37 shares 37 $6.43K <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; 2022Q3: 305 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 122 shares; 2024Q2: 131 shares 131 $6.37K <0.01% +9 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 189 shares; 2024Q1: 189 shares; 2024Q2: 189 shares 189 $6.3K <0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 20 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 20 shares 20 $6.27K <0.01% new Timeline DSCSY DISCO CORP ADR UNSPONSORED (JP More: the full row for DISCO CORP ADR UNSPONSORED (JP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 161 shares 161 $6.18K <0.01% new 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 64 shares; 2024Q2: 64 shares 64 $6.12K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 149 shares; 2022Q4: 143 shares; 2023Q1: 164 shares; 2023Q2: 164 shares; 2023Q3: 143 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10 shares 10 $5.95K <0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 321 shares; 2023Q4: 321 shares; 2024Q1: 321 shares; 2024Q2: 321 shares 321 $5.84K <0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7 shares 7 $5.77K <0.01% new Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 560 shares; 2024Q1: not reported; 2024Q2: 589 shares 589 $5.69K <0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 59 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 76 shares 76 $5.64K <0.01% new Timeline ASAN ASANA INC More: the full row for ASANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: not reported; 2024Q2: 400 shares 400 $5.6K <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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 172 shares; 2024Q2: 172 shares 172 $5.53K <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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 201 shares; 2024Q1: 201 shares; 2024Q2: 201 shares 201 $5.51K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 35 shares 35 $5.49K <0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 50 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 154 shares 154 $5.48K <0.01% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12 shares 12 $5.43K <0.01% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 98 shares 98 $5.34K <0.01% new Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 240 shares; 2022Q4: 240 shares; 2023Q1: 240 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 240 shares; 2024Q1: not reported; 2024Q2: 240 shares 240 $5.32K <0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 66 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 44 shares 44 $5.2K <0.01% new Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 263 shares 263 $5.17K <0.01% new Timeline IDEXY INDITEX-UNSPON ADR More: the full row for INDITEX-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 207 shares 207 $5.14K <0.01% new Timeline BNPQY BNP PARIBAS-ADR More: the full row for BNP PARIBAS-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 159 shares 159 $5.11K <0.01% new Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,250 shares; 2022Q4: 1,250 shares; 2023Q1: 1,250 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,250 shares; 2024Q1: not reported; 2024Q2: 1,250 shares 1,250 $5.08K <0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 92 shares; 2022Q4: 92 shares; 2023Q1: 178 shares; 2023Q2: 178 shares; 2023Q3: 178 shares; 2023Q4: 178 shares; 2024Q1: 178 shares; 2024Q2: 92 shares 92 $5.07K <0.01% -86 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 50 shares 50 $5.04K <0.01% new Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 105 shares 105 $5.03K <0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 137 shares 137 $5K <0.01% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 14,362 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,858 shares; 2024Q1: not reported; 2024Q2: 64 shares 64 $4.91K <0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 11 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 81 shares 81 $4.9K <0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 50 shares 50 $4.88K <0.01% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 93 shares 93 $4.87K <0.01% new Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 7 shares; 2023Q1: 7 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 165 shares; 2024Q1: not reported; 2024Q2: 165 shares 165 $4.78K <0.01% new Timeline Bayerische Motoren Werke AG Bayerische Motoren Werke AG More: the full row for Bayerische Motoren Werke AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 151 shares 151 $4.75K <0.01% new ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 214 shares; 2022Q4: 214 shares; 2023Q1: 214 shares; 2023Q2: 214 shares; 2023Q3: 214 shares; 2023Q4: 214 shares; 2024Q1: not reported; 2024Q2: 214 shares 214 $4.74K <0.01% new 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 23 shares; 2023Q2: 23 shares; 2023Q3: 23 shares; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: 34 shares 34 $4.71K <0.01% +11 Timeline HOCPY HOYA CORP-SPONSORED ADR More: the full row for HOYA CORP-SPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 39 shares 39 $4.57K <0.01% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 6 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5 shares 5 $4.51K <0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3 shares 3 $4.47K <0.01% new Timeline FERGUSON PLC FERGUSON PLC More: the full row for FERGUSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 23 shares 23 $4.45K <0.01% new FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 70 shares 70 $4.4K <0.01% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 435 shares 435 $4.36K <0.01% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 113 shares 113 $4.3K <0.01% new 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; 2022Q3: 300 shares; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $4.29K <0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: not reported; 2024Q2: 17 shares 17 $4.01K <0.01% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 209 shares; 2023Q2: 209 shares; 2023Q3: 209 shares; 2023Q4: 209 shares; 2024Q1: 209 shares; 2024Q2: 78 shares 78 $3.99K <0.01% -131 Timeline ADRNY KONINKLIJKE AHOLD DELHAIZE N.V More: the full row for KONINKLIJKE AHOLD DELHAIZE N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 134 shares 134 $3.96K <0.01% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 91 shares 91 $3.96K <0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 86 shares; 2023Q4: 86 shares; 2024Q1: 86 shares; 2024Q2: 84 shares 84 $3.96K <0.01% -2 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 74 shares 74 $3.92K <0.01% new Timeline ATEYY ADVANTEST CORP- SPON ADR More: the full row for ADVANTEST CORP- SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 96 shares 96 $3.91K <0.01% new Timeline FSUGY FORTESCUE METAL GROUP LTD AMER More: the full row for FORTESCUE METAL GROUP LTD AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 136 shares 136 $3.9K <0.01% new Timeline SCBFY STANDARD CHARTERED- UNSP ADR More: the full row for STANDARD CHARTERED- UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 209 shares 209 $3.87K <0.01% new Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 94 shares 94 $3.84K <0.01% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 73 shares 73 $3.83K <0.01% new Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 131 shares; 2023Q2: 131 shares; 2023Q3: not reported; 2023Q4: 131 shares; 2024Q1: not reported; 2024Q2: 132 shares 132 $3.74K <0.01% new Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13 shares 13 $3.71K <0.01% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 188 shares; 2022Q4: 188 shares; 2023Q1: 188 shares; 2023Q2: 188 shares; 2023Q3: 188 shares; 2023Q4: 188 shares; 2024Q1: 188 shares; 2024Q2: 188 shares 188 $3.71K <0.01% 0 Timeline NTTYY NTT, INC. AMERICAN DEPOSITARY More: the full row for NTT, INC. AMERICAN DEPOSITARY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 156 shares 156 $3.7K <0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 24 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 32 shares 32 $3.63K <0.01% new Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 36 shares 36 $3.59K <0.01% new 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 209 shares; 2023Q2: 70 shares; 2023Q3: 50 shares; 2023Q4: 53 shares; 2024Q1: 50 shares; 2024Q2: 46 shares 46 $3.58K <0.01% -4 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12 shares 12 $3.57K <0.01% new Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 136 shares; 2022Q4: 137 shares; 2023Q1: 136 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 136 shares; 2024Q1: not reported; 2024Q2: 136 shares 136 $3.56K <0.01% new NPSCY NIPPON STL & SUMITOMO METAL CO More: the full row for NIPPON STL & SUMITOMO METAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 489 shares 489 $3.49K <0.01% new Timeline EPIROC AKTIEBOLAG UNSPONSRE… EPIROC AKTIEBOLAG UNSPONSRED ADS More: the full row for EPIROC AKTIEBOLAG UNSPONSRED ADS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 174 shares 174 $3.46K <0.01% new TYIDY Toyota Industries Corporation More: the full row for Toyota Industries Corporation Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 40 shares 40 $3.41K <0.01% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 209 shares 209 $3.33K <0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13 shares 13 $3.32K <0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 154 shares; 2022Q4: 154 shares; 2023Q1: 150 shares; 2023Q2: 2,748 shares; 2023Q3: not reported; 2023Q4: 150 shares; 2024Q1: not reported; 2024Q2: 177 shares 177 $3.31K <0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16 shares 16 $3.28K <0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7 shares 7 $3.28K <0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 35 shares; 2023Q2: 35 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 22 shares 22 $3.26K <0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5 shares 5 $3.23K <0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 800 shares; 2022Q4: not reported; 2023Q1: 106 shares; 2023Q2: 106 shares; 2023Q3: 106 shares; 2023Q4: 136 shares; 2024Q1: 106 shares; 2024Q2: 50 shares 50 $3.17K <0.01% -56 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 46 shares 46 $3.14K <0.01% new Timeline EVVTY EVOLUTION AB-ADR More: the full row for EVOLUTION AB-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 30 shares 30 $3.13K <0.01% new Timeline KHNGY Kuehne & Nagel International A More: the full row for Kuehne & Nagel International A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 54 shares 54 $3.1K <0.01% new Timeline SGPYY SAGE GROUP PLC NEW UNSPONSORED More: the full row for SAGE GROUP PLC NEW UNSPONSORED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 56 shares 56 $3.08K <0.01% new Timeline MIELY MITSUBISHI ELECTRIC-UNSP ADR More: the full row for MITSUBISHI ELECTRIC-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 95 shares 95 $3.06K <0.01% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1 shares 1 $2.96K <0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 9 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 33 shares 33 $2.95K <0.01% new Timeline