VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 224,409 shares; 2023Q2: 223,539 shares; 2023Q3: 230,305 shares; 2023Q4: 236,247 shares; 2024Q1: 241,905 shares 241,905 $39.4M 8.21% +5,658 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 110,492 shares; 2023Q2: 108,672 shares; 2023Q3: 110,848 shares; 2023Q4: 111,445 shares; 2024Q1: 111,437 shares 111,437 $38.4M 7.99% -8 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 69,009 shares; 2023Q2: 68,564 shares; 2023Q3: 69,731 shares; 2023Q4: 70,424 shares; 2024Q1: 70,792 shares 70,792 $18.5M 3.85% +368 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 82,791 shares; 2023Q2: 90,487 shares; 2023Q3: 102,900 shares; 2023Q4: 173,422 shares; 2024Q1: 185,545 shares 185,545 $17.6M 3.66% +12,123 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 289,257 shares; 2023Q2: 292,083 shares; 2023Q3: 336,443 shares; 2023Q4: 342,274 shares; 2024Q1: 361,064 shares 361,064 $15.1M 3.14% +18,790 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 65,440 shares; 2023Q2: 64,300 shares; 2023Q3: 65,063 shares; 2023Q4: 66,077 shares; 2024Q1: 68,774 shares 68,774 $13.2M 2.75% +2,697 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 51,702 shares; 2023Q2: 78,656 shares; 2023Q3: 98,740 shares; 2023Q4: 120,586 shares; 2024Q1: 142,159 shares 142,159 $13.1M 2.72% +21,573 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 234,282 shares; 2023Q2: 231,672 shares; 2023Q3: 244,351 shares; 2023Q4: 236,085 shares; 2024Q1: 247,308 shares 247,308 $12.5M 2.61% +11,223 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 93,589 shares; 2023Q2: 92,959 shares; 2023Q3: 95,636 shares; 2023Q4: 97,338 shares; 2024Q1: 101,352 shares 101,352 $10.5M 2.19% +4,014 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 58,722 shares; 2023Q2: 56,892 shares; 2023Q3: 55,785 shares; 2023Q4: 55,688 shares; 2024Q1: 56,197 shares 56,197 $9.64M 2.01% +509 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 28,437 shares; 2023Q2: 27,695 shares; 2023Q3: 27,931 shares; 2023Q4: 27,858 shares; 2024Q1: 27,625 shares 27,625 $9.31M 1.94% -233 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 85,374 shares; 2023Q2: 86,959 shares; 2023Q3: 177,020 shares; 2023Q4: 180,838 shares; 2024Q1: 184,980 shares 184,980 $8.93M 1.86% +4,142 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,850 shares; 2023Q2: 18,637 shares; 2023Q3: 19,238 shares; 2023Q4: 19,252 shares; 2024Q1: 19,608 shares 19,608 $8.25M 1.72% +356 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 102,649 shares; 2023Q2: 102,667 shares; 2023Q3: 103,325 shares; 2023Q4: 103,511 shares; 2024Q1: 105,992 shares 105,992 $6.71M 1.4% +2,481 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 174,136 shares; 2023Q2: 177,286 shares; 2023Q3: 184,200 shares; 2023Q4: 186,743 shares; 2024Q1: 191,318 shares 191,318 $6.25M 1.3% +4,575 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,443 shares; 2023Q2: 12,452 shares; 2023Q3: 11,548 shares; 2023Q4: 11,984 shares; 2024Q1: 12,857 shares 12,857 $6.18M 1.29% +873 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,786 shares; 2023Q2: 10,746 shares; 2023Q3: 10,955 shares; 2023Q4: 11,471 shares; 2024Q1: 11,475 shares 11,475 $6M 1.25% +4 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,837 shares; 2023Q2: 12,090 shares; 2023Q3: 12,108 shares; 2023Q4: 12,452 shares; 2024Q1: 13,064 shares 13,064 $5.8M 1.21% +612 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,808 shares; 2023Q2: 24,802 shares; 2023Q3: 24,970 shares; 2023Q4: 25,107 shares; 2024Q1: 25,249 shares 25,249 $5.77M 1.2% +142 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 110,740 shares; 2023Q2: 111,269 shares; 2023Q3: 112,217 shares; 2023Q4: 115,041 shares; 2024Q1: 113,967 shares 113,967 $5.72M 1.19% -1,074 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 41,979 shares; 2023Q2: 40,172 shares; 2023Q3: 38,688 shares; 2023Q4: 39,426 shares; 2024Q1: 39,605 shares 39,605 $4.6M 0.96% +179 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 54,168 shares; 2023Q2: 55,955 shares; 2023Q3: 57,348 shares; 2023Q4: 60,690 shares; 2024Q1: 64,044 shares 64,044 $4.57M 0.95% +3,354 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,454 shares; 2023Q2: 5,006 shares; 2023Q3: 4,945 shares; 2023Q4: 4,994 shares; 2024Q1: 4,948 shares 4,948 $4.47M 0.93% -46 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 28,285 shares; 2023Q2: 30,132 shares; 2023Q3: 31,257 shares; 2023Q4: 45,195 shares; 2024Q1: 47,549 shares 47,549 $4.27M 0.89% +2,354 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,512 shares; 2023Q2: 29,213 shares; 2023Q3: 49,464 shares; 2023Q4: 84,225 shares; 2024Q1: 84,121 shares 84,121 $4.23M 0.88% -104 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 91,704 shares; 2023Q2: 92,167 shares; 2023Q3: 95,545 shares; 2023Q4: 96,969 shares; 2024Q1: 102,365 shares 102,365 $4.21M 0.88% +5,396 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 52,305 shares; 2023Q2: 51,573 shares; 2023Q3: 52,152 shares; 2023Q4: 50,468 shares; 2024Q1: 49,891 shares 49,891 $4.02M 0.84% -577 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,089 shares; 2023Q2: 19,645 shares; 2023Q3: 46,827 shares; 2023Q4: 47,974 shares; 2024Q1: 47,738 shares 47,738 $3.9M 0.81% -236 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,279 shares; 2023Q2: 19,840 shares; 2023Q3: 19,718 shares; 2023Q4: 19,523 shares; 2024Q1: 20,148 shares 20,148 $3.63M 0.76% +625 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,603 shares; 2023Q2: 17,363 shares; 2023Q3: 17,690 shares; 2023Q4: 17,800 shares; 2024Q1: 17,643 shares 17,643 $3.22M 0.67% -157 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,252 shares; 2023Q2: 12,155 shares; 2023Q3: 12,175 shares; 2023Q4: 12,254 shares; 2024Q1: 12,031 shares 12,031 $3.13M 0.65% -223 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,322 shares; 2023Q2: 18,027 shares; 2023Q3: 24,955 shares; 2023Q4: 34,616 shares; 2024Q1: 31,130 shares 31,130 $3.09M 0.65% -3,486 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26,433 shares; 2023Q2: 28,953 shares; 2023Q3: 29,948 shares; 2023Q4: 32,010 shares; 2024Q1: 32,343 shares 32,343 $3.05M 0.64% +333 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,241 shares; 2023Q2: 4,207 shares; 2023Q3: 4,326 shares; 2023Q4: 4,389 shares; 2024Q1: 5,631 shares 5,631 $2.95M 0.62% +1,242 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,178 shares; 2023Q2: 5,135 shares; 2023Q3: 5,193 shares; 2023Q4: 5,267 shares; 2024Q1: 5,414 shares 5,414 $2.85M 0.59% +147 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46,456 shares; 2023Q2: 46,456 shares; 2023Q3: 46,456 shares; 2023Q4: 46,456 shares; 2024Q1: 46,321 shares 46,321 $2.83M 0.59% -135 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,665 shares; 2023Q2: 11,881 shares; 2023Q3: 11,963 shares; 2023Q4: 11,932 shares; 2024Q1: 11,655 shares 11,655 $2.79M 0.58% -277 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,271 shares; 2023Q2: 7,411 shares; 2023Q3: 7,632 shares; 2023Q4: 8,494 shares; 2024Q1: 45,454 shares 45,454 $2.76M 0.58% +36,960 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,022 shares; 2023Q2: 16,154 shares; 2023Q3: 15,151 shares; 2023Q4: 15,281 shares; 2024Q1: 15,486 shares 15,486 $2.44M 0.51% +205 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 60,890 shares; 2023Q2: 58,840 shares; 2023Q3: 32,409 shares; 2023Q4: 33,150 shares; 2024Q1: 22,650 shares 22,650 $2.37M 0.49% -10,500 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,233 shares; 2023Q2: 20,157 shares; 2023Q3: 19,831 shares; 2023Q4: 19,187 shares; 2024Q1: 19,105 shares 19,105 $2.35M 0.49% -82 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,987 shares; 2023Q2: 13,617 shares; 2023Q3: 14,174 shares; 2023Q4: 14,134 shares; 2024Q1: 15,052 shares 15,052 $2.22M 0.46% +918 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,371 shares; 2023Q2: 17,361 shares; 2023Q3: 17,497 shares; 2023Q4: 16,901 shares; 2024Q1: 17,668 shares 17,668 $2.14M 0.45% +767 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 42,035 shares; 2023Q2: 43,035 shares; 2023Q3: 41,747 shares; 2023Q4: 43,767 shares; 2024Q1: 45,779 shares 45,779 $2.12M 0.44% +2,012 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26,229 shares; 2023Q2: 27,339 shares; 2023Q3: 29,038 shares; 2023Q4: 30,625 shares; 2024Q1: 32,657 shares 32,657 $2.09M 0.43% +2,032 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,575 shares; 2023Q2: 9,276 shares; 2023Q3: 9,029 shares; 2023Q4: 9,299 shares; 2024Q1: 9,840 shares 9,840 $2.05M 0.43% +541 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,166 shares; 2023Q2: 11,768 shares; 2023Q3: 11,803 shares; 2023Q4: 12,395 shares; 2024Q1: 13,568 shares 13,568 $2.05M 0.43% +1,173 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,305 shares; 2023Q2: 2,435 shares; 2023Q3: 2,619 shares; 2023Q4: 2,667 shares; 2024Q1: 2,606 shares 2,606 $2.03M 0.42% -61 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,019 shares; 2023Q2: 16,852 shares; 2023Q3: 15,423 shares; 2023Q4: 16,033 shares; 2024Q1: 17,290 shares 17,290 $1.91M 0.4% +1,257 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,921 shares; 2023Q2: 10,830 shares; 2023Q3: 10,595 shares; 2023Q4: 10,638 shares; 2024Q1: 10,385 shares 10,385 $1.89M 0.39% -253 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21,741 shares; 2023Q2: 22,154 shares; 2023Q3: 22,217 shares; 2023Q4: 22,223 shares; 2024Q1: 23,451 shares 23,451 $1.72M 0.36% +1,228 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,931 shares; 2023Q2: 8,777 shares; 2023Q3: 8,884 shares; 2023Q4: 8,807 shares; 2024Q1: 8,533 shares 8,533 $1.71M 0.36% -274 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,071 shares; 2023Q2: 4,050 shares; 2023Q3: 4,095 shares; 2023Q4: 3,977 shares; 2024Q1: 4,012 shares 4,012 $1.69M 0.35% +35 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,532 shares; 2024Q1: 3,594 shares 3,594 $1.67M 0.35% +62 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,234 shares; 2023Q2: 14,212 shares; 2023Q3: 14,012 shares; 2023Q4: 14,012 shares; 2024Q1: 14,212 shares 14,212 $1.66M 0.35% +200 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,527 shares; 2023Q2: 10,230 shares; 2023Q3: 10,153 shares; 2023Q4: 10,208 shares; 2024Q1: 10,354 shares 10,354 $1.64M 0.34% +146 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 43,895 shares; 2023Q2: 43,214 shares; 2023Q3: 32,570 shares; 2023Q4: 32,617 shares; 2024Q1: 32,658 shares 32,658 $1.61M 0.34% +41 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,229 shares; 2023Q2: 18,637 shares; 2023Q3: 18,153 shares; 2023Q4: 17,907 shares; 2024Q1: 17,632 shares 17,632 $1.58M 0.33% -275 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,633 shares; 2023Q2: 6,398 shares; 2023Q3: 6,446 shares; 2023Q4: 6,327 shares; 2024Q1: 6,136 shares 6,136 $1.53M 0.32% -191 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,336 shares; 2023Q2: 3,366 shares; 2023Q3: 6,210 shares; 2023Q4: 4,198 shares; 2024Q1: 7,813 shares 7,813 $1.51M 0.31% +3,615 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,970 shares; 2023Q2: 10,663 shares; 2023Q3: 15,626 shares; 2023Q4: 30,274 shares; 2024Q1: 36,612 shares 36,612 $1.47M 0.31% +6,338 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 38,850 shares; 2023Q2: 36,313 shares; 2023Q3: 30,869 shares; 2023Q4: 28,389 shares; 2024Q1: 26,441 shares 26,441 $1.43M 0.3% -1,948 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,424 shares; 2023Q2: 2,425 shares; 2023Q3: 2,461 shares; 2023Q4: 2,821 shares; 2024Q1: 2,878 shares 2,878 $1.4M 0.29% +57 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,242 shares; 2023Q2: 14,443 shares; 2023Q3: 17,532 shares; 2023Q4: 16,898 shares; 2024Q1: 20,987 shares 20,987 $1.38M 0.29% +4,089 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,126 shares; 2023Q2: 6,126 shares; 2023Q3: 6,626 shares; 2023Q4: 13,550 shares; 2024Q1: 12,268 shares 12,268 $1.32M 0.28% -1,282 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,480 shares; 2023Q2: 7,414 shares; 2023Q3: 7,474 shares; 2023Q4: 7,252 shares; 2024Q1: 7,976 shares 7,976 $1.29M 0.27% +724 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,431 shares; 2023Q2: 7,445 shares; 2023Q3: 7,977 shares; 2023Q4: 8,072 shares; 2024Q1: 8,519 shares 8,519 $1.27M 0.26% +447 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 27,277 shares; 2023Q2: 32,672 shares; 2023Q3: 33,471 shares; 2023Q4: 32,419 shares; 2024Q1: 32,698 shares 32,698 $1.26M 0.26% +279 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,602 shares; 2023Q2: 3,516 shares; 2023Q3: 4,232 shares; 2023Q4: 4,443 shares; 2024Q1: 4,353 shares 4,353 $1.21M 0.25% -90 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,743 shares; 2023Q2: 8,793 shares; 2023Q3: 9,829 shares; 2023Q4: 10,329 shares; 2024Q1: 11,154 shares 11,154 $1.21M 0.25% +825 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,210 shares; 2023Q2: 14,031 shares; 2023Q3: 13,623 shares; 2023Q4: 13,380 shares; 2024Q1: 13,519 shares 13,519 $1.17M 0.24% +139 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,856 shares; 2023Q3: 3,782 shares; 2023Q4: 6,965 shares; 2024Q1: 8,095 shares 8,095 $1.15M 0.24% +1,130 Timeline UCON 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 12,346 shares; 2023Q3: 43,737 shares; 2023Q4: 43,467 shares; 2024Q1: 46,868 shares 46,868 $1.15M 0.24% +3,401 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,364 shares; 2023Q2: 5,686 shares; 2023Q3: 5,739 shares; 2023Q4: 5,629 shares; 2024Q1: 5,586 shares 5,586 $1.15M 0.24% -43 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,410 shares; 2023Q2: 5,482 shares; 2023Q3: 5,672 shares; 2023Q4: 6,238 shares; 2024Q1: 6,346 shares 6,346 $1.15M 0.24% +108 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,167 shares; 2023Q2: 13,362 shares; 2023Q3: 14,541 shares; 2023Q4: 15,726 shares; 2024Q1: 20,260 shares 20,260 $1.14M 0.24% +4,534 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,460 shares; 2023Q2: 14,902 shares; 2023Q3: 14,902 shares; 2023Q4: 13,605 shares; 2024Q1: 13,585 shares 13,585 $1.14M 0.24% -20 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 23,592 shares; 2023Q2: 22,134 shares; 2023Q3: 21,684 shares; 2023Q4: 22,884 shares; 2024Q1: 19,100 shares 19,100 $1.14M 0.24% -3,784 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 33,116 shares; 2023Q2: 33,421 shares; 2023Q3: 33,508 shares; 2023Q4: 33,033 shares; 2024Q1: 25,728 shares 25,728 $1.12M 0.23% -7,305 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 23,224 shares; 2023Q2: 23,149 shares; 2023Q3: 20,780 shares; 2023Q4: 20,998 shares; 2024Q1: 21,498 shares 21,498 $1.11M 0.23% +500 Timeline FIXD 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 6,912 shares; 2023Q3: 23,992 shares; 2023Q4: 23,548 shares; 2024Q1: 25,396 shares 25,396 $1.11M 0.23% +1,848 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,665 shares; 2023Q2: 2,666 shares; 2023Q3: 2,680 shares; 2023Q4: 2,876 shares; 2024Q1: 2,865 shares 2,865 $1.1M 0.23% -11 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,491 shares; 2023Q2: 2,547 shares; 2023Q3: 2,498 shares; 2023Q4: 2,503 shares; 2024Q1: 2,749 shares 2,749 $1.09M 0.23% +246 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,369 shares; 2023Q2: 7,085 shares; 2023Q3: 8,681 shares; 2023Q4: 8,813 shares; 2024Q1: 8,821 shares 8,821 $1.09M 0.23% +8 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,111 shares; 2023Q2: 14,805 shares; 2023Q3: 24,424 shares; 2023Q4: 27,692 shares; 2024Q1: 27,743 shares 27,743 $1.08M 0.22% +51 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 31,274 shares; 2023Q2: 30,231 shares; 2023Q3: 27,202 shares; 2023Q4: 27,457 shares; 2024Q1: 25,645 shares 25,645 $1.08M 0.22% -1,812 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,502 shares; 2023Q2: 5,220 shares; 2023Q3: 5,445 shares; 2023Q4: 5,442 shares; 2024Q1: 5,465 shares 5,465 $1.04M 0.22% +23 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,379 shares; 2023Q2: 9,025 shares; 2023Q3: 5,322 shares; 2023Q4: 4,661 shares; 2024Q1: 4,906 shares 4,906 $1.03M 0.22% +245 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,447 shares; 2023Q2: 1,441 shares; 2023Q3: 1,435 shares; 2023Q4: 1,440 shares; 2024Q1: 1,235 shares 1,235 $1.02M 0.21% -205 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,854 shares; 2023Q2: 5,710 shares; 2023Q3: 5,585 shares; 2023Q4: 5,554 shares; 2024Q1: 5,613 shares 5,613 $1.01M 0.21% +59 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,215 shares; 2023Q2: 11,003 shares; 2023Q3: 9,084 shares; 2023Q4: 9,063 shares; 2024Q1: 8,734 shares 8,734 $965K 0.2% -329 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,730 shares; 2023Q2: 1,646 shares; 2023Q3: 1,674 shares; 2023Q4: 1,677 shares; 2024Q1: 1,922 shares 1,922 $951K 0.2% +245 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,649 shares; 2023Q2: 3,334 shares; 2023Q3: 3,876 shares; 2023Q4: 4,110 shares; 2024Q1: 5,571 shares 5,571 $944K 0.2% +1,461 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,201 shares; 2023Q2: 17,046 shares; 2023Q3: 16,396 shares; 2023Q4: 16,792 shares; 2024Q1: 15,740 shares 15,740 $912K 0.19% -1,052 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,937 shares; 2023Q2: 19,109 shares; 2023Q3: 20,056 shares; 2023Q4: 20,435 shares; 2024Q1: 20,234 shares 20,234 $909K 0.19% -201 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,116 shares; 2023Q2: 14,116 shares; 2023Q3: 14,116 shares; 2023Q4: 14,116 shares; 2024Q1: 14,116 shares 14,116 $876K 0.18% 0 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,818 shares; 2023Q2: 15,919 shares; 2023Q3: 17,070 shares; 2023Q4: 17,497 shares; 2024Q1: 14,686 shares 14,686 $868K 0.18% -2,811 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,766 shares; 2023Q2: 2,766 shares; 2023Q3: 2,788 shares; 2023Q4: 2,766 shares; 2024Q1: 2,766 shares 2,766 $865K 0.18% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,826 shares; 2023Q2: 6,726 shares; 2023Q3: 6,826 shares; 2023Q4: 9,142 shares; 2024Q1: 14,122 shares 14,122 $853K 0.18% +4,980 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,692 shares; 2023Q2: 19,072 shares; 2023Q3: 15,393 shares; 2023Q4: 14,921 shares; 2024Q1: 14,885 shares 14,885 $836K 0.17% -36 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,906 shares; 2023Q2: 7,094 shares; 2023Q3: 7,202 shares; 2023Q4: 7,185 shares; 2024Q1: 7,237 shares 7,237 $834K 0.17% +52 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,694 shares; 2023Q2: 1,694 shares; 2023Q3: 1,709 shares; 2023Q4: 1,710 shares; 2024Q1: 1,710 shares 1,710 $823K 0.17% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,251 shares; 2023Q2: 3,252 shares; 2023Q3: 3,129 shares; 2023Q4: 3,158 shares; 2024Q1: 3,167 shares 3,167 $821K 0.17% +9 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,269 shares; 2023Q2: 22,243 shares; 2023Q3: 20,313 shares; 2023Q4: 19,897 shares; 2024Q1: 19,497 shares 19,497 $819K 0.17% -400 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,987 shares; 2023Q4: 6,837 shares; 2024Q1: 8,084 shares 8,084 $816K 0.17% +1,247 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,239 shares 7,239 $797K 0.17% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,220 shares; 2023Q2: 19,252 shares; 2023Q3: 23,102 shares; 2023Q4: 23,167 shares; 2024Q1: 25,032 shares 25,032 $792K 0.16% +1,865 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,051 shares; 2023Q2: 1,049 shares; 2023Q3: 1,056 shares; 2023Q4: 1,050 shares; 2024Q1: 1,076 shares 1,076 $788K 0.16% +26 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,887 shares; 2023Q2: 4,956 shares; 2023Q3: 9,344 shares; 2023Q4: 9,488 shares; 2024Q1: 7,866 shares 7,866 $767K 0.16% -1,622 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,717 shares; 2023Q2: 7,558 shares; 2023Q3: 7,537 shares; 2023Q4: 7,224 shares; 2024Q1: 6,430 shares 6,430 $758K 0.16% -794 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,363 shares; 2023Q2: 7,505 shares; 2023Q3: 7,603 shares; 2023Q4: 8,081 shares; 2024Q1: 8,050 shares 8,050 $758K 0.16% -31 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,504 shares; 2023Q2: 6,479 shares; 2023Q3: 6,295 shares; 2023Q4: 5,702 shares; 2024Q1: 5,736 shares 5,736 $753K 0.16% +34 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,097 shares; 2023Q2: 4,842 shares; 2023Q3: 4,435 shares; 2023Q4: 4,403 shares; 2024Q1: 4,410 shares 4,410 $747K 0.16% +7 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,728 shares; 2023Q2: 2,653 shares; 2023Q3: 2,713 shares; 2023Q4: 3,814 shares; 2024Q1: 4,752 shares 4,752 $724K 0.15% +938 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,087 shares; 2023Q2: 4,222 shares; 2023Q3: 5,275 shares; 2023Q4: 5,371 shares; 2024Q1: 5,356 shares 5,356 $722K 0.15% -15 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,888 shares; 2023Q2: 4,774 shares; 2023Q3: 4,183 shares; 2023Q4: 3,957 shares; 2024Q1: 4,336 shares 4,336 $713K 0.15% +379 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,554 shares; 2023Q2: 3,607 shares; 2023Q3: 3,711 shares; 2023Q4: 3,871 shares; 2024Q1: 11,736 shares 11,736 $706K 0.15% +7,865 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,030 shares; 2023Q2: 7,149 shares; 2023Q3: 6,633 shares; 2023Q4: 5,977 shares; 2024Q1: 5,947 shares 5,947 $698K 0.15% -30 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,057 shares; 2023Q2: 5,969 shares; 2023Q3: 5,969 shares; 2023Q4: 5,970 shares; 2024Q1: 6,068 shares 6,068 $693K 0.14% +98 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,924 shares; 2023Q2: 10,931 shares; 2023Q3: 10,915 shares; 2023Q4: 11,074 shares; 2024Q1: 11,074 shares 11,074 $677K 0.14% 0 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 62,372 shares; 2023Q2: 62,450 shares; 2023Q3: 49,507 shares; 2023Q4: 40,410 shares; 2024Q1: 57,172 shares 57,172 $665K 0.14% +16,762 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,784 shares; 2023Q2: 1,639 shares; 2023Q3: 1,644 shares; 2023Q4: 1,644 shares; 2024Q1: 1,663 shares 1,663 $664K 0.14% +19 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,483 shares; 2023Q2: 9,283 shares; 2023Q3: 9,283 shares; 2023Q4: 12,063 shares; 2024Q1: 12,063 shares 12,063 $661K 0.14% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,658 shares; 2023Q2: 4,665 shares; 2023Q3: 4,645 shares; 2023Q4: 4,601 shares; 2024Q1: 4,922 shares 4,922 $649K 0.14% +321 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,933 shares; 2024Q1: 3,933 shares 3,933 $642K 0.13% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,413 shares; 2023Q2: 2,547 shares; 2023Q3: 2,399 shares; 2023Q4: 2,430 shares; 2024Q1: 2,356 shares 2,356 $638K 0.13% -74 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,658 shares; 2023Q2: 6,079 shares; 2023Q3: 8,024 shares; 2023Q4: 8,251 shares; 2024Q1: 8,290 shares 8,290 $633K 0.13% +39 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,025 shares; 2023Q2: 1,043 shares; 2023Q3: 1,025 shares; 2023Q4: 1,025 shares; 2024Q1: 1,042 shares 1,042 $633K 0.13% +17 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,607 shares; 2023Q2: 5,943 shares; 2023Q3: 7,109 shares; 2023Q4: 7,359 shares; 2024Q1: 7,335 shares 7,335 $628K 0.13% -24 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,918 shares; 2023Q2: 17,620 shares; 2023Q3: 17,859 shares; 2023Q4: 17,412 shares; 2024Q1: 22,619 shares 22,619 $628K 0.13% +5,207 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,213 shares; 2023Q2: 3,214 shares; 2023Q3: 3,395 shares; 2023Q4: 3,369 shares; 2024Q1: 3,551 shares 3,551 $621K 0.13% +182 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 36,102 shares; 2023Q2: 32,968 shares; 2023Q3: 34,471 shares; 2023Q4: 39,991 shares; 2024Q1: 35,723 shares 35,723 $619K 0.13% -4,268 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 23,123 shares; 2023Q2: 23,695 shares; 2023Q3: 26,964 shares; 2023Q4: 28,990 shares; 2024Q1: 28,740 shares 28,740 $617K 0.13% -250 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 502 shares; 2023Q2: 496 shares; 2023Q3: 463 shares; 2023Q4: 476 shares; 2024Q1: 464 shares 464 $614K 0.13% -12 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,246 shares; 2023Q4: 25,995 shares; 2024Q1: 37,716 shares 37,716 $613K 0.13% +11,721 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,285 shares; 2023Q2: 11,220 shares; 2023Q3: 10,780 shares; 2023Q4: 10,717 shares; 2024Q1: 10,548 shares 10,548 $611K 0.13% -169 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,269 shares; 2023Q2: 4,480 shares; 2023Q3: 5,006 shares; 2023Q4: 5,376 shares; 2024Q1: 5,570 shares 5,570 $607K 0.13% +194 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,102 shares; 2023Q2: 11,003 shares; 2023Q3: 11,134 shares; 2023Q4: 14,615 shares; 2024Q1: 16,804 shares 16,804 $602K 0.13% +2,189 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,191 shares; 2023Q2: 9,541 shares; 2023Q3: 9,471 shares; 2023Q4: 8,921 shares; 2024Q1: 7,756 shares 7,756 $599K 0.12% -1,165 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,691 shares; 2023Q2: 15,072 shares; 2023Q3: 15,105 shares; 2023Q4: 15,134 shares; 2024Q1: 14,197 shares 14,197 $598K 0.12% -937 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,269 shares; 2023Q2: 5,170 shares; 2023Q3: 4,905 shares; 2023Q4: 4,555 shares; 2024Q1: 3,370 shares 3,370 $592K 0.12% -1,185 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,050 shares; 2023Q2: 2,050 shares; 2023Q3: 2,050 shares; 2023Q4: 2,050 shares; 2024Q1: 8,150 shares 8,150 $574K 0.12% +6,100 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,629 shares; 2023Q3: 3,771 shares; 2023Q4: 4,273 shares; 2024Q1: 4,448 shares 4,448 $571K 0.12% +175 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,818 shares; 2023Q2: 12,413 shares; 2023Q3: 12,058 shares; 2023Q4: 12,068 shares; 2024Q1: 12,864 shares 12,864 $568K 0.12% +796 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,494 shares; 2023Q2: 4,494 shares; 2023Q3: 4,494 shares; 2023Q4: 4,454 shares; 2024Q1: 4,454 shares 4,454 $567K 0.12% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,434 shares; 2023Q2: 7,217 shares; 2023Q3: 6,803 shares; 2023Q4: 6,770 shares; 2024Q1: 6,770 shares 6,770 $541K 0.11% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,889 shares; 2023Q2: 9,893 shares; 2023Q3: 9,893 shares; 2023Q4: 9,409 shares; 2024Q1: 9,409 shares 9,409 $540K 0.11% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,021 shares; 2023Q2: 1,955 shares; 2023Q3: 1,956 shares; 2023Q4: 1,919 shares; 2024Q1: 1,904 shares 1,904 $537K 0.11% -15 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,840 shares; 2023Q2: 4,942 shares; 2023Q3: 5,884 shares; 2023Q4: 6,598 shares; 2024Q1: 7,666 shares 7,666 $527K 0.11% +1,068 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,549 shares; 2023Q2: 4,585 shares; 2023Q3: 3,573 shares; 2023Q4: 3,158 shares; 2024Q1: 3,158 shares 3,158 $516K 0.11% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,390 shares; 2023Q2: 3,300 shares; 2023Q3: 3,051 shares; 2023Q4: 4,053 shares; 2024Q1: 4,055 shares 4,055 $511K 0.11% +2 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,991 shares; 2023Q2: 1,951 shares; 2023Q3: 2,052 shares; 2023Q4: 2,017 shares; 2024Q1: 2,017 shares 2,017 $504K 0.1% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,711 shares; 2023Q2: 1,714 shares; 2023Q3: 1,685 shares; 2023Q4: 1,685 shares; 2024Q1: 1,650 shares 1,650 $497K 0.1% -35 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,943 shares; 2023Q2: 5,873 shares; 2023Q3: 5,438 shares; 2023Q4: 5,877 shares; 2024Q1: 6,479 shares 6,479 $497K 0.1% +602 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,967 shares; 2023Q2: 19,468 shares; 2023Q3: 18,718 shares; 2023Q4: 18,068 shares; 2024Q1: 21,769 shares 21,769 $495K 0.1% +3,701 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,804 shares; 2023Q3: 1,704 shares; 2023Q4: 1,896 shares; 2024Q1: 2,200 shares 2,200 $495K 0.1% +304 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,619 shares; 2023Q2: 5,969 shares; 2023Q3: 5,826 shares; 2023Q4: 5,826 shares; 2024Q1: 5,826 shares 5,826 $493K 0.1% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,940 shares; 2023Q2: 1,960 shares; 2023Q3: 1,954 shares; 2023Q4: 1,965 shares; 2024Q1: 1,968 shares 1,968 $484K 0.1% +3 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,291 shares; 2023Q2: 13,220 shares; 2023Q3: 13,249 shares; 2023Q4: 12,287 shares; 2024Q1: 12,297 shares 12,297 $474K 0.1% +10 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 737 shares; 2023Q2: 737 shares; 2023Q3: 756 shares; 2023Q4: 844 shares; 2024Q1: 934 shares 934 $471K 0.1% +90 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 27,480 shares; 2023Q2: 27,633 shares; 2023Q3: 26,207 shares; 2023Q4: 26,392 shares; 2024Q1: 25,631 shares 25,631 $470K 0.1% -761 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21,242 shares; 2023Q2: 13,480 shares; 2023Q3: 12,873 shares; 2023Q4: 13,392 shares; 2024Q1: 12,191 shares 12,191 $462K 0.1% -1,201 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,166 shares; 2023Q3: 4,772 shares; 2023Q4: 4,807 shares; 2024Q1: 4,807 shares 4,807 $460K 0.1% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,911 shares; 2023Q2: 3,988 shares; 2023Q3: 4,189 shares; 2023Q4: 3,952 shares; 2024Q1: 3,654 shares 3,654 $459K 0.1% -298 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,651 shares; 2023Q2: 5,817 shares; 2023Q3: 5,861 shares; 2023Q4: 6,033 shares; 2024Q1: 7,884 shares 7,884 $458K 0.1% +1,851 Timeline OGIG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 13,598 shares; 2023Q4: 12,456 shares; 2024Q1: 11,831 shares 11,831 $453K 0.09% -625 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,830 shares; 2023Q2: 8,881 shares; 2023Q3: 6,681 shares; 2023Q4: 7,341 shares; 2024Q1: 7,729 shares 7,729 $449K 0.09% +388 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,947 shares; 2023Q2: 1,947 shares; 2023Q3: 2,177 shares; 2023Q4: 2,179 shares; 2024Q1: 2,179 shares 2,179 $447K 0.09% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,531 shares; 2023Q2: 3,531 shares; 2023Q3: 3,981 shares; 2023Q4: 3,426 shares; 2024Q1: 3,611 shares 3,611 $442K 0.09% +185 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,533 shares; 2024Q1: 5,776 shares 5,776 $435K 0.09% +2,243 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,485 shares; 2023Q2: 16,856 shares; 2023Q3: 12,576 shares; 2023Q4: 21,619 shares; 2024Q1: 12,209 shares 12,209 $424K 0.09% -9,410 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 11,654 shares; 2023Q4: 11,635 shares; 2024Q1: 10,429 shares 10,429 $412K 0.09% -1,206 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,185 shares; 2023Q2: 15,193 shares; 2023Q3: 14,732 shares; 2023Q4: 14,732 shares; 2024Q1: 14,682 shares 14,682 $412K 0.09% -50 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,074 shares; 2023Q2: 6,080 shares; 2023Q3: 5,969 shares; 2023Q4: 5,614 shares; 2024Q1: 5,030 shares 5,030 $403K 0.08% -584 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,326 shares; 2023Q2: 1,326 shares; 2023Q3: 1,326 shares; 2023Q4: 1,385 shares; 2024Q1: 1,385 shares 1,385 $399K 0.08% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,260 shares; 2023Q2: 5,264 shares; 2023Q3: 4,894 shares; 2023Q4: 4,606 shares; 2024Q1: 4,607 shares 4,607 $397K 0.08% +1 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,135 shares; 2023Q2: 3,041 shares; 2023Q3: 2,510 shares; 2023Q4: 2,349 shares; 2024Q1: 2,274 shares 2,274 $388K 0.08% -75 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 506 shares; 2023Q2: 508 shares; 2023Q3: 508 shares; 2023Q4: 508 shares; 2024Q1: 503 shares 503 $383K 0.08% -5 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,051 shares; 2023Q2: 1,961 shares; 2023Q3: 1,838 shares; 2023Q4: 1,823 shares; 2024Q1: 1,859 shares 1,859 $381K 0.08% +36 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,093 shares; 2023Q2: 993 shares; 2023Q3: 993 shares; 2023Q4: 893 shares; 2024Q1: 885 shares 885 $377K 0.08% -8 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,082 shares; 2023Q2: 1,082 shares; 2023Q3: 1,079 shares; 2023Q4: 1,079 shares; 2024Q1: 1,079 shares 1,079 $374K 0.08% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,732 shares; 2023Q2: 5,809 shares; 2023Q3: 5,492 shares; 2023Q4: 5,116 shares; 2024Q1: 4,690 shares 4,690 $374K 0.08% -426 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,911 shares; 2023Q2: 4,986 shares; 2023Q3: 4,861 shares; 2023Q4: 4,732 shares; 2024Q1: 4,430 shares 4,430 $374K 0.08% -302 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,084 shares; 2023Q2: 1,084 shares; 2023Q3: 1,016 shares; 2023Q4: 1,481 shares; 2024Q1: 1,008 shares 1,008 $369K 0.08% -473 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,880 shares; 2023Q2: 1,880 shares; 2023Q3: 1,880 shares; 2023Q4: 1,924 shares; 2024Q1: 1,924 shares 1,924 $368K 0.08% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,761 shares; 2023Q2: 1,783 shares; 2023Q3: 1,747 shares; 2023Q4: 1,717 shares; 2024Q1: 2,077 shares 2,077 $365K 0.08% +360 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,066 shares 9,066 $361K 0.08% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,779 shares; 2023Q2: 9,747 shares; 2023Q3: 7,908 shares; 2023Q4: 7,521 shares; 2024Q1: 7,208 shares 7,208 $360K 0.07% -313 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,054 shares; 2023Q2: 6,829 shares; 2023Q3: 6,312 shares; 2023Q4: 6,312 shares; 2024Q1: 6,312 shares 6,312 $360K 0.07% 0 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 14,200 shares; 2023Q4: 14,200 shares; 2024Q1: 14,200 shares 14,200 $359K 0.07% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,646 shares; 2023Q2: 1,548 shares; 2023Q3: 1,551 shares; 2023Q4: 1,553 shares; 2024Q1: 1,556 shares 1,556 $354K 0.07% +3 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,177 shares; 2023Q2: 1,147 shares; 2023Q3: 1,149 shares; 2023Q4: 1,156 shares; 2024Q1: 1,157 shares 1,157 $352K 0.07% +1 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 973 shares; 2023Q2: 941 shares; 2023Q3: 942 shares; 2023Q4: 947 shares; 2024Q1: 973 shares 973 $348K 0.07% +26 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,291 shares; 2024Q1: 7,291 shares 7,291 $343K 0.07% 0 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,374 shares; 2023Q2: 8,422 shares; 2023Q3: 9,220 shares; 2023Q4: 9,020 shares; 2024Q1: 9,053 shares 9,053 $340K 0.07% +33 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,080 shares; 2023Q2: 2,180 shares; 2023Q3: 2,990 shares; 2023Q4: 2,545 shares; 2024Q1: 2,555 shares 2,555 $337K 0.07% +10 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,037 shares; 2023Q2: 4,122 shares; 2023Q3: 4,347 shares; 2023Q4: 4,454 shares; 2024Q1: 4,511 shares 4,511 $335K 0.07% +57 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,783 shares; 2024Q1: 1,886 shares 1,886 $334K 0.07% +103 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 48,623 shares; 2023Q2: 43,967 shares; 2023Q3: 30,452 shares; 2023Q4: 21,121 shares; 2024Q1: 18,984 shares 18,984 $334K 0.07% -2,137 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,981 shares; 2023Q2: 4,986 shares; 2023Q3: 5,158 shares; 2023Q4: 5,163 shares; 2024Q1: 5,168 shares 5,168 $333K 0.07% +5 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,120 shares; 2023Q2: 1,120 shares; 2023Q3: 1,025 shares; 2023Q4: 1,030 shares; 2024Q1: 987 shares 987 $332K 0.07% -43 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 13,300 shares 13,300 $331K 0.07% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,442 shares; 2023Q3: 1,652 shares; 2023Q4: not reported; 2024Q1: 2,766 shares 2,766 $331K 0.07% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,524 shares; 2023Q2: 5,328 shares; 2023Q3: 4,455 shares; 2023Q4: 4,483 shares; 2024Q1: 4,314 shares 4,314 $329K 0.07% -169 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,844 shares; 2023Q2: 13,382 shares; 2023Q3: 12,245 shares; 2023Q4: 9,443 shares; 2024Q1: 8,050 shares 8,050 $328K 0.07% -1,393 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,689 shares; 2023Q2: 1,690 shares; 2023Q3: 1,690 shares; 2023Q4: 1,690 shares; 2024Q1: 1,675 shares 1,675 $327K 0.07% -15 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,295 shares; 2023Q2: 7,740 shares; 2023Q3: 9,018 shares; 2023Q4: 9,018 shares; 2024Q1: 8,823 shares 8,823 $324K 0.07% -195 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,322 shares; 2023Q2: 2,322 shares; 2023Q3: 2,222 shares; 2023Q4: 2,222 shares; 2024Q1: 2,222 shares 2,222 $322K 0.07% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 891 shares; 2023Q2: 874 shares; 2023Q3: 885 shares; 2023Q4: 886 shares; 2024Q1: 926 shares 926 $321K 0.07% +40 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 547 shares; 2023Q2: 547 shares; 2023Q3: 560 shares; 2023Q4: 547 shares; 2024Q1: 541 shares 541 $314K 0.07% -6 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,159 shares; 2023Q2: 5,128 shares; 2023Q3: 4,304 shares; 2023Q4: 4,304 shares; 2024Q1: 4,244 shares 4,244 $310K 0.06% -60 Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,064 shares; 2023Q2: 9,133 shares; 2023Q3: 9,527 shares; 2023Q4: 9,657 shares; 2024Q1: 9,774 shares 9,774 $309K 0.06% +117 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,717 shares; 2023Q2: 8,421 shares; 2023Q3: 8,066 shares; 2023Q4: 7,755 shares; 2024Q1: 7,124 shares 7,124 $309K 0.06% -631 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,796 shares; 2023Q2: 1,794 shares; 2023Q3: 1,680 shares; 2023Q4: 1,695 shares; 2024Q1: 1,628 shares 1,628 $299K 0.06% -67 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,392 shares; 2023Q2: 2,433 shares; 2023Q3: 2,604 shares; 2023Q4: 2,616 shares; 2024Q1: 2,619 shares 2,619 $298K 0.06% +3 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,847 shares; 2023Q2: 14,113 shares; 2023Q3: 7,669 shares; 2023Q4: 6,386 shares; 2024Q1: 6,386 shares 6,386 $295K 0.06% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,011 shares; 2023Q2: 3,927 shares; 2023Q3: 3,927 shares; 2023Q4: 3,527 shares; 2024Q1: 3,527 shares 3,527 $295K 0.06% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,953 shares; 2023Q2: 2,803 shares; 2023Q3: 2,803 shares; 2023Q4: 2,803 shares; 2024Q1: 2,803 shares 2,803 $291K 0.06% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 965 shares; 2024Q1: 965 shares 965 $290K 0.06% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,567 shares; 2023Q2: 3,979 shares; 2023Q3: 3,416 shares; 2023Q4: 3,361 shares; 2024Q1: 3,122 shares 3,122 $289K 0.06% -239 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,497 shares; 2023Q2: 1,470 shares; 2023Q3: 1,457 shares; 2023Q4: 1,458 shares; 2024Q1: 4,281 shares 4,281 $284K 0.06% +2,823 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,910 shares 3,910 $283K 0.06% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,100 shares; 2023Q2: 1,100 shares; 2023Q3: 1,100 shares; 2023Q4: 1,100 shares; 2024Q1: 1,100 shares 1,100 $280K 0.06% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,509 shares; 2023Q2: 5,239 shares; 2023Q3: 5,041 shares; 2023Q4: 5,046 shares; 2024Q1: 4,735 shares 4,735 $278K 0.06% -311 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,308 shares; 2023Q2: 4,698 shares; 2023Q3: 4,598 shares; 2023Q4: 4,598 shares; 2024Q1: 4,080 shares 4,080 $275K 0.06% -518 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 986 shares; 2023Q2: 1,087 shares; 2023Q3: 964 shares; 2023Q4: 995 shares; 2024Q1: 964 shares 964 $274K 0.06% -31 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 654 shares; 2024Q1: 654 shares 654 $273K 0.06% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,826 shares; 2023Q2: 2,959 shares; 2023Q3: 2,959 shares; 2023Q4: 2,977 shares; 2024Q1: 2,982 shares 2,982 $272K 0.06% +5 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,655 shares; 2023Q2: 3,414 shares; 2023Q3: 2,381 shares; 2023Q4: 3,147 shares; 2024Q1: 2,962 shares 2,962 $272K 0.06% -185 Timeline MANAGED PORTFOLIO SERIES MANAGED PORTFOLIO SERIES More: the full row for MANAGED PORTFOLIO SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,767 shares; 2023Q2: 9,823 shares; 2023Q3: 9,709 shares; 2023Q4: 9,623 shares; 2024Q1: 9,717 shares 9,717 $272K 0.06% +94 CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,286 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,810 shares; 2024Q1: 1,763 shares 1,763 $270K 0.06% -47 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,914 shares; 2023Q2: 1,961 shares; 2023Q3: 1,973 shares; 2023Q4: 2,041 shares; 2024Q1: 2,061 shares 2,061 $268K 0.06% +20 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,076 shares; 2023Q4: 6,225 shares; 2024Q1: 6,257 shares 6,257 $264K 0.06% +32 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,574 shares; 2023Q2: 12,574 shares; 2023Q3: 12,131 shares; 2023Q4: 11,451 shares; 2024Q1: 10,962 shares 10,962 $259K 0.05% -489 Timeline BUFQ 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 9,817 shares; 2023Q4: 9,222 shares; 2024Q1: 9,064 shares 9,064 $257K 0.05% -158 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,102 shares 5,102 $254K 0.05% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,079 shares; 2023Q3: not reported; 2023Q4: 2,172 shares; 2024Q1: 2,165 shares 2,165 $254K 0.05% -7 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 31,914 shares; 2023Q2: 32,505 shares; 2023Q3: 20,479 shares; 2023Q4: 16,810 shares; 2024Q1: 11,078 shares 11,078 $252K 0.05% -5,732 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,217 shares; 2023Q2: 2,218 shares; 2023Q3: 2,128 shares; 2023Q4: 2,081 shares; 2024Q1: 1,958 shares 1,958 $245K 0.05% -123 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,964 shares; 2023Q2: 2,838 shares; 2023Q3: not reported; 2023Q4: 2,778 shares; 2024Q1: 2,786 shares 2,786 $243K 0.05% +8 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,310 shares; 2023Q2: 3,187 shares; 2023Q3: 2,987 shares; 2023Q4: 2,591 shares; 2024Q1: 2,204 shares 2,204 $243K 0.05% -387 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,673 shares; 2023Q2: 3,696 shares; 2023Q3: 3,496 shares; 2023Q4: 3,518 shares; 2024Q1: 3,380 shares 3,380 $242K 0.05% -138 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 900 shares; 2024Q1: 951 shares 951 $242K 0.05% +51 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,960 shares; 2023Q2: 10,093 shares; 2023Q3: 10,093 shares; 2023Q4: 10,093 shares; 2024Q1: 10,093 shares 10,093 $240K 0.05% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,955 shares; 2023Q4: 6,068 shares; 2024Q1: 6,145 shares 6,145 $239K 0.05% +77 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,825 shares; 2023Q2: 2,665 shares; 2023Q3: 2,325 shares; 2023Q4: 2,018 shares; 2024Q1: 1,612 shares 1,612 $237K 0.05% -406 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 57,493 shares; 2023Q2: 57,146 shares; 2023Q3: 57,353 shares; 2023Q4: not reported; 2024Q1: 2,196 shares 2,196 $236K 0.05% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,233 shares; 2023Q2: 3,184 shares; 2023Q3: 3,285 shares; 2023Q4: 2,911 shares; 2024Q1: 3,042 shares 3,042 $235K 0.05% +131 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,132 shares 1,132 $234K 0.05% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 975 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 738 shares 738 $231K 0.05% new Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,431 shares; 2024Q1: 4,431 shares 4,431 $231K 0.05% 0 Timeline BUFR 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,736 shares; 2023Q4: 8,341 shares; 2024Q1: 8,185 shares 8,185 $229K 0.05% -156 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 879 shares 879 $222K 0.05% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,554 shares 1,554 $214K 0.04% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,142 shares 1,142 $213K 0.04% new Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,237 shares; 2024Q1: 2,264 shares 2,264 $211K 0.04% +27 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,610 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,570 shares 2,570 $209K 0.04% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,968 shares; 2023Q2: 5,740 shares; 2023Q3: 5,764 shares; 2023Q4: 5,849 shares; 2024Q1: 5,522 shares 5,522 $208K 0.04% -327 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,103 shares 4,103 $205K 0.04% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,892 shares 2,892 $205K 0.04% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 471 shares; 2023Q2: 431 shares; 2023Q3: not reported; 2023Q4: 361 shares; 2024Q1: 326 shares 326 $204K 0.04% -35 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,492 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,106 shares 4,106 $204K 0.04% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,728 shares 4,728 $203K 0.04% new Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,528 shares; 2023Q3: not reported; 2023Q4: 3,753 shares; 2024Q1: 3,452 shares 3,452 $202K 0.04% -301 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,500 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,500 shares; 2024Q1: 8,500 shares 8,500 $202K 0.04% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 200 shares 200 $194K 0.04% new PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,781 shares; 2023Q2: 2,785 shares; 2023Q3: 2,675 shares; 2023Q4: not reported; 2024Q1: 1,967 shares 1,967 $180K 0.04% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,849 shares; 2023Q2: 28,099 shares; 2023Q3: 47,449 shares; 2023Q4: not reported; 2024Q1: 14,400 shares 14,400 $143K 0.03% new Timeline DAPP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 11,400 shares; 2023Q4: 12,400 shares; 2024Q1: 11,600 shares 11,600 $135K 0.03% -800 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,946 shares; 2023Q2: not reported; 2023Q3: 10,946 shares; 2023Q4: 10,946 shares; 2024Q1: 10,325 shares 10,325 $120K 0.03% -621 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,738 shares 11,738 $104K 0.02% new Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,500 shares; 2023Q2: not reported; 2023Q3: 12,500 shares; 2023Q4: 12,500 shares; 2024Q1: 12,500 shares 12,500 $99.5K 0.02% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 11,811 shares; 2023Q4: 11,898 shares; 2024Q1: 10,403 shares 10,403 $90.8K 0.02% -1,495 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 20,070 shares 20,070 $69K 0.01% new Timeline LUNA LUNA INNOVATIONS INC COM STK More: the full row for LUNA INNOVATIONS INC COM STK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 20,503 shares; 2024Q1: 20,503 shares 20,503 $65.7K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,341 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,885 shares 10,885 $64.5K 0.01% new Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,265 shares 11,265 $48.3K 0.01% new Timeline VXRT VAXART INC COM NEW (DE) More: the full row for VAXART INC COM NEW (DE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 108,970 shares; 2023Q2: not reported; 2023Q3: 111,670 shares; 2023Q4: 103,170 shares; 2024Q1: 27,170 shares 27,170 $35.3K 0.01% -76,000 Timeline