SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: 140,097 shares; 2023Q4: 185 shares; 2024Q1: 168 shares; 2024Q2: 191,198 shares; 2024Q3: 232,186 shares 232,186 $19.3M 13.8% +40,988 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 69,616 shares; 2023Q3: 69,165 shares; 2023Q4: 67,706 shares; 2024Q1: 59,393 shares; 2024Q2: 58,116 shares; 2024Q3: 56,306 shares 56,306 $15.9M 11.4% -1,810 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: 85,280 shares; 2023Q4: 10 shares; 2024Q1: not reported; 2024Q2: 167,997 shares; 2024Q3: 154,184 shares 154,184 $14.2M 10.12% -13,813 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: 388,269 shares; 2023Q4: 45 shares; 2024Q1: not reported; 2024Q2: 422,083 shares; 2024Q3: 261,218 shares 261,218 $13M 9.3% -160,865 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 40,946 shares; 2023Q3: 43,274 shares; 2023Q4: 48,566 shares; 2024Q1: 104,672 shares; 2024Q2: 114,605 shares; 2024Q3: 133,099 shares 133,099 $10M 7.15% +18,494 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 24,784 shares; 2023Q3: 24,019 shares; 2023Q4: 54,102 shares; 2024Q1: 89,918 shares; 2024Q2: 116,652 shares; 2024Q3: 121,587 shares 121,587 $6.17M 4.41% +4,935 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 267 shares; 2023Q3: 267 shares; 2023Q4: 479 shares; 2024Q1: 4,155 shares; 2024Q2: 6,275 shares; 2024Q3: 8,725 shares 8,725 $4.6M 3.29% +2,450 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 82 shares; 2023Q3: 107 shares; 2023Q4: 421 shares; 2024Q1: 4,154 shares; 2024Q2: 5,550 shares; 2024Q3: 8,570 shares 8,570 $4.18M 2.99% +3,020 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 9,608 shares; 2023Q3: 9,608 shares; 2023Q4: 9,441 shares; 2024Q1: 9,441 shares; 2024Q2: 9,441 shares; 2024Q3: 9,385 shares 9,385 $3.75M 2.68% -56 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 7,408 shares; 2023Q3: 7,798 shares; 2023Q4: 7,822 shares; 2024Q1: 6,899 shares; 2024Q2: 6,584 shares; 2024Q3: 6,316 shares 6,316 $3.7M 2.65% -268 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 7,031 shares; 2023Q3: 8,896 shares; 2023Q4: 9,331 shares; 2024Q1: 15,877 shares; 2024Q2: 16,750 shares; 2024Q3: 20,017 shares 20,017 $3.49M 2.5% +3,267 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 28,114 shares; 2024Q2: 44,329 shares; 2024Q3: 60,416 shares 60,416 $3.33M 2.38% +16,087 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 16,224 shares; 2023Q3: 26,321 shares; 2023Q4: 27,066 shares; 2024Q1: 62,385 shares; 2024Q2: 66,551 shares; 2024Q3: 84,232 shares 84,232 $2.68M 1.91% +17,681 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 10,273 shares; 2023Q3: 10,384 shares; 2023Q4: 10,015 shares; 2024Q1: 8,412 shares; 2024Q2: 7,613 shares; 2024Q3: 7,074 shares 7,074 $2.41M 1.72% -539 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 60,946 shares; 2023Q3: 61,496 shares; 2023Q4: 58,995 shares; 2024Q1: 55,212 shares; 2024Q2: 55,211 shares; 2024Q3: 68,883 shares 68,883 $2.36M 1.69% +13,672 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 27,414 shares; 2024Q2: 41,805 shares; 2024Q3: 67,830 shares 67,830 $2.09M 1.49% +26,025 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 31,625 shares; 2023Q3: 32,363 shares; 2023Q4: 28,107 shares; 2024Q1: 22,916 shares; 2024Q2: 20,539 shares; 2024Q3: 18,633 shares 18,633 $1.82M 1.3% -1,906 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 4,007 shares; 2023Q3: 4,007 shares; 2023Q4: 4,007 shares; 2024Q1: 4,007 shares; 2024Q2: 23,166 shares; 2024Q3: 23,166 shares 23,166 $1.68M 1.2% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,907 shares; 2024Q2: 2,779 shares; 2024Q3: 4,220 shares 4,220 $1.62M 1.16% +1,441 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 49,117 shares; 2023Q3: 46,117 shares; 2023Q4: 39,680 shares; 2024Q1: 32,801 shares; 2024Q2: 30,367 shares; 2024Q3: 24,239 shares 24,239 $1.57M 1.12% -6,128 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 8,055 shares; 2023Q3: 8,281 shares; 2023Q4: 7,948 shares; 2024Q1: 6,252 shares; 2024Q2: 5,572 shares; 2024Q3: 4,932 shares 4,932 $1.39M 0.99% -640 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 22,232 shares; 2023Q3: 23,155 shares; 2023Q4: 22,537 shares; 2024Q1: 22,474 shares; 2024Q2: 22,368 shares; 2024Q3: 22,056 shares 22,056 $1.23M 0.88% -312 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 6,782 shares; 2023Q3: 6,554 shares; 2023Q4: 4,647 shares; 2024Q1: 4,502 shares; 2024Q2: 5,166 shares; 2024Q3: 5,166 shares 5,166 $1.2M 0.86% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 28,598 shares; 2023Q3: 28,838 shares; 2023Q4: 28,251 shares; 2024Q1: 27,702 shares; 2024Q2: 27,702 shares; 2024Q3: 27,962 shares 27,962 $1.11M 0.79% +260 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 32,089 shares; 2023Q3: 31,397 shares; 2023Q4: 28,895 shares; 2024Q1: 22,830 shares; 2024Q2: 23,032 shares; 2024Q3: 20,820 shares 20,820 $1.1M 0.79% -2,212 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,324 shares; 2023Q3: 3,647 shares; 2023Q4: 4,562 shares; 2024Q1: 6,342 shares; 2024Q2: 4,630 shares; 2024Q3: 4,931 shares 4,931 $1.08M 0.77% +301 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 553 shares; 2023Q3: 553 shares; 2023Q4: 484 shares; 2024Q1: 679 shares; 2024Q2: 7,616 shares; 2024Q3: 8,340 shares 8,340 $1.01M 0.72% +724 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,820 shares; 2024Q2: 2,395 shares; 2024Q3: 3,525 shares 3,525 $836K 0.6% +1,130 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,077 shares; 2023Q3: 978 shares; 2023Q4: 978 shares; 2024Q1: 747 shares; 2024Q2: 3,013 shares; 2024Q3: 9,251 shares 9,251 $743K 0.53% +6,238 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 19,637 shares; 2023Q3: 20,601 shares; 2023Q4: 18,628 shares; 2024Q1: 14,081 shares; 2024Q2: 13,029 shares; 2024Q3: 10,930 shares 10,930 $520K 0.37% -2,099 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 9,566 shares; 2023Q3: 9,170 shares; 2023Q4: 8,095 shares; 2024Q1: 7,570 shares; 2024Q2: 6,735 shares; 2024Q3: 6,735 shares 6,735 $472K 0.34% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 6,743 shares; 2023Q3: 9,132 shares; 2023Q4: 9,819 shares; 2024Q1: 8,695 shares; 2024Q2: 7,205 shares; 2024Q3: 7,205 shares 7,205 $467K 0.33% 0 Timeline EMQQ 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 21,765 shares; 2023Q3: 21,287 shares; 2023Q4: 20,161 shares; 2024Q1: 14,783 shares; 2024Q2: 14,189 shares; 2024Q3: 11,538 shares 11,538 $452K 0.32% -2,651 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 17,432 shares; 2023Q3: 17,432 shares; 2023Q4: 17,432 shares; 2024Q1: 17,432 shares; 2024Q2: 17,432 shares; 2024Q3: 17,432 shares 17,432 $344K 0.25% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 2,731 shares; 2023Q3: 2,666 shares; 2023Q4: 2,666 shares; 2024Q1: 2,666 shares; 2024Q2: 2,666 shares; 2024Q3: 2,666 shares 2,666 $324K 0.23% 0 Timeline BUFD 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 12,854 shares; 2023Q3: 12,854 shares; 2023Q4: 12,854 shares; 2024Q1: 12,854 shares; 2024Q2: 12,854 shares; 2024Q3: 12,854 shares 12,854 $322K 0.23% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,788 shares; 2023Q3: 1,788 shares; 2023Q4: 1,788 shares; 2024Q1: 1,788 shares; 2024Q2: 1,788 shares; 2024Q3: 1,780 shares 1,780 $308K 0.22% -8 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 4,671 shares; 2023Q3: 4,658 shares; 2023Q4: 3,424 shares; 2024Q1: 2,250 shares; 2024Q2: 3,251 shares; 2024Q3: 2,172 shares 2,172 $219K 0.16% -1,079 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,272 shares; 2023Q3: 1,272 shares; 2023Q4: 1,272 shares; 2024Q1: 1,272 shares; 2024Q2: 1,272 shares; 2024Q3: 1,272 shares 1,272 $217K 0.15% 0 Timeline RSPU 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 428 shares; 2023Q3: 2,212 shares; 2023Q4: 3,698 shares; 2024Q1: 3,030 shares; 2024Q2: 3,014 shares; 2024Q3: 3,014 shares 3,014 $207K 0.15% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,007 shares; 2023Q3: 1,007 shares; 2023Q4: 1,007 shares; 2024Q1: 1,007 shares; 2024Q2: 1,007 shares; 2024Q3: 2,796 shares 2,796 $201K 0.14% +1,789 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,560 shares; 2024Q1: 2,560 shares; 2024Q2: 2,560 shares; 2024Q3: 2,560 shares 2,560 $200K 0.14% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 28 shares; 2023Q3: not reported; 2023Q4: 578 shares; 2024Q1: 2,890 shares; 2024Q2: 3,134 shares; 2024Q3: 3,134 shares 3,134 $195K 0.14% 0 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 556 shares; 2023Q3: 1,876 shares; 2023Q4: 2,275 shares; 2024Q1: 1,830 shares; 2024Q2: 1,821 shares; 2024Q3: 1,821 shares 1,821 $191K 0.14% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 422 shares; 2023Q3: 426 shares; 2023Q4: 426 shares; 2024Q1: 426 shares; 2024Q2: 443 shares; 2024Q3: 443 shares 443 $191K 0.14% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,050 shares; 2023Q3: 1,053 shares; 2023Q4: 1,053 shares; 2024Q1: 939 shares; 2024Q2: 936 shares; 2024Q3: 936 shares 936 $177K 0.13% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 2,854 shares; 2023Q3: 2,854 shares; 2023Q4: 2,696 shares; 2024Q1: 2,709 shares; 2024Q2: 2,722 shares; 2024Q3: 2,738 shares 2,738 $172K 0.12% +16 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 4,044 shares; 2023Q3: 4,044 shares; 2023Q4: 4,044 shares; 2024Q1: 4,044 shares; 2024Q2: 4,460 shares; 2024Q3: 4,460 shares 4,460 $168K 0.12% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 8 shares; 2023Q3: 628 shares; 2023Q4: 1,603 shares; 2024Q1: 1,690 shares; 2024Q2: 1,682 shares; 2024Q3: 1,683 shares 1,683 $165K 0.12% +1 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,642 shares; 2023Q3: 1,527 shares; 2023Q4: 1,537 shares; 2024Q1: 1,389 shares; 2024Q2: 1,376 shares; 2024Q3: 1,376 shares 1,376 $165K 0.12% 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 4,667 shares; 2023Q3: 5,502 shares; 2023Q4: 5,502 shares; 2024Q1: 5,502 shares; 2024Q2: 5,502 shares; 2024Q3: 5,502 shares 5,502 $164K 0.12% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 12,484 shares; 2023Q3: 11,676 shares; 2023Q4: 8,397 shares; 2024Q1: 5,773 shares; 2024Q2: 5,773 shares; 2024Q3: 5,773 shares 5,773 $156K 0.11% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 754 shares; 2023Q3: 754 shares; 2023Q4: 754 shares; 2024Q1: 754 shares; 2024Q2: 754 shares; 2024Q3: 754 shares 754 $149K 0.11% 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,533 shares; 2024Q1: 1,533 shares; 2024Q2: 1,533 shares; 2024Q3: 1,533 shares 1,533 $147K 0.1% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 657 shares; 2023Q3: 657 shares; 2023Q4: 657 shares; 2024Q1: 657 shares; 2024Q2: 657 shares; 2024Q3: 657 shares 657 $145K 0.1% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,954 shares; 2023Q3: 3,953 shares; 2023Q4: 4,193 shares; 2024Q1: 3,533 shares; 2024Q2: 3,518 shares; 2024Q3: 3,518 shares 3,518 $145K 0.1% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,080 shares; 2024Q1: 1,080 shares; 2024Q2: 1,080 shares; 2024Q3: 1,080 shares 1,080 $142K 0.1% 0 Timeline RDIV 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 2,022 shares; 2023Q3: 2,626 shares; 2023Q4: 2,938 shares; 2024Q1: 2,563 shares; 2024Q2: 2,563 shares; 2024Q3: 2,563 shares 2,563 $128K 0.09% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 6,047 shares; 2023Q3: 6,047 shares; 2023Q4: 6,047 shares; 2024Q1: 6,047 shares; 2024Q2: 6,047 shares; 2024Q3: 6,047 shares 6,047 $127K 0.09% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 701 shares; 2024Q1: 701 shares; 2024Q2: 701 shares; 2024Q3: 701 shares 701 $126K 0.09% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,448 shares; 2023Q3: 1,432 shares; 2023Q4: 1,432 shares; 2024Q1: 1,432 shares; 2024Q2: 1,432 shares; 2024Q3: 1,432 shares 1,432 $121K 0.09% 0 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 23,415 shares; 2024Q2: 17,308 shares; 2024Q3: 14,361 shares 14,361 $119K 0.09% -2,947 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 3,070 shares; 2023Q3: 3,070 shares; 2023Q4: 3,070 shares; 2024Q1: 3,070 shares; 2024Q2: 3,070 shares; 2024Q3: 3,070 shares 3,070 $116K 0.08% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,830 shares; 2023Q3: 1,830 shares; 2023Q4: 2,483 shares; 2024Q1: 1,830 shares; 2024Q2: 1,830 shares; 2024Q3: 1,830 shares 1,830 $114K 0.08% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,351 shares; 2024Q1: 1,351 shares; 2024Q2: 1,351 shares; 2024Q3: 1,351 shares 1,351 $113K 0.08% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 2,621 shares; 2023Q3: 2,143 shares; 2023Q4: 2,143 shares; 2024Q1: 2,143 shares; 2024Q2: 2,143 shares; 2024Q3: 2,143 shares 2,143 $109K 0.08% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 283 shares; 2023Q3: 245 shares; 2023Q4: 623 shares; 2024Q1: 443 shares; 2024Q2: 443 shares; 2024Q3: 443 shares 443 $97.9K 0.07% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 94 shares; 2023Q3: 101 shares; 2023Q4: 101 shares; 2024Q1: 102 shares; 2024Q2: 102 shares; 2024Q3: 168 shares 168 $96.4K 0.07% +66 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 942 shares; 2024Q1: 942 shares; 2024Q2: 942 shares; 2024Q3: 942 shares 942 $90K 0.06% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 5,563 shares; 2023Q3: 5,968 shares; 2023Q4: 5,989 shares; 2024Q1: 4,394 shares; 2024Q2: 3,939 shares; 2024Q3: 3,246 shares 3,246 $89K 0.06% -693 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 2,563 shares; 2023Q3: 1,861 shares; 2023Q4: 1,861 shares; 2024Q1: 1,861 shares; 2024Q2: 1,861 shares; 2024Q3: 1,861 shares 1,861 $85K 0.06% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 3,335 shares; 2023Q3: 3,335 shares; 2023Q4: 3,335 shares; 2024Q1: 3,335 shares; 2024Q2: 3,335 shares; 2024Q3: 3,335 shares 3,335 $83.8K 0.06% 0 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 412 shares; 2023Q3: 966 shares; 2023Q4: 1,509 shares; 2024Q1: 1,205 shares; 2024Q2: 1,199 shares; 2024Q3: 1,199 shares 1,199 $76.6K 0.05% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,457 shares 1,457 $76K 0.05% new 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 439 shares; 2023Q3: 510 shares; 2023Q4: 459 shares; 2024Q1: 339 shares; 2024Q2: 362 shares; 2024Q3: 402 shares 402 $74.9K 0.05% +40 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 298 shares; 2023Q3: 290 shares; 2023Q4: 290 shares; 2024Q1: 290 shares; 2024Q2: 290 shares; 2024Q3: 290 shares 290 $71.5K 0.05% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 632 shares; 2023Q3: 702 shares; 2023Q4: 722 shares; 2024Q1: 453 shares; 2024Q2: 453 shares; 2024Q3: 453 shares 453 $68.9K 0.05% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 6,490 shares; 2023Q3: 6,490 shares; 2023Q4: 6,490 shares; 2024Q1: 6,490 shares; 2024Q2: 6,490 shares; 2024Q3: 6,490 shares 6,490 $68.5K 0.05% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,731 shares; 2023Q3: 1,731 shares; 2023Q4: 1,731 shares; 2024Q1: 1,332 shares; 2024Q2: 1,332 shares; 2024Q3: 1,332 shares 1,332 $68K 0.05% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 658 shares; 2023Q3: 658 shares; 2023Q4: 393 shares; 2024Q1: 393 shares; 2024Q2: 393 shares; 2024Q3: 393 shares 393 $63.7K 0.05% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 328 shares 328 $62.9K 0.04% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 248 shares; 2023Q3: 238 shares; 2023Q4: 238 shares; 2024Q1: 238 shares; 2024Q2: 238 shares; 2024Q3: 238 shares 238 $62.3K 0.04% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 250 shares 250 $62.1K 0.04% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 234 shares; 2024Q3: 234 shares 234 $59.7K 0.04% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 186 shares; 2023Q3: 181 shares; 2023Q4: 181 shares; 2024Q1: 147 shares; 2024Q2: 147 shares; 2024Q3: 147 shares 147 $59.6K 0.04% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 475 shares; 2023Q3: 475 shares; 2023Q4: 475 shares; 2024Q1: 475 shares; 2024Q2: 475 shares; 2024Q3: 475 shares 475 $59K 0.04% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 3 shares; 2023Q3: 3 shares; 2023Q4: 1,030 shares; 2024Q1: 1,030 shares; 2024Q2: 1,027 shares; 2024Q3: 1,027 shares 1,027 $59K 0.04% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 804 shares; 2023Q3: 739 shares; 2023Q4: 760 shares; 2024Q1: 730 shares; 2024Q2: 817 shares; 2024Q3: 742 shares 742 $58.9K 0.04% -75 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 171 shares; 2023Q3: 171 shares; 2023Q4: 171 shares; 2024Q1: 171 shares; 2024Q2: 171 shares; 2024Q3: 171 shares 171 $58.4K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 565 shares; 2023Q3: 550 shares; 2023Q4: 550 shares; 2024Q1: 550 shares; 2024Q2: 550 shares; 2024Q3: 550 shares 550 $57.9K 0.04% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 683 shares; 2023Q3: 536 shares; 2023Q4: 536 shares; 2024Q1: 536 shares; 2024Q2: 499 shares; 2024Q3: 1,274 shares 1,274 $57.2K 0.04% +775 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 481 shares 481 $56.3K 0.04% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 427 shares; 2024Q1: 427 shares; 2024Q2: 473 shares; 2024Q3: 473 shares 473 $55.3K 0.04% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 287 shares; 2023Q3: 287 shares; 2023Q4: 287 shares; 2024Q1: 287 shares; 2024Q2: 287 shares; 2024Q3: 277 shares 277 $54.7K 0.04% -10 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,066 shares; 2023Q3: 1,066 shares; 2023Q4: 457 shares; 2024Q1: 452 shares; 2024Q2: 452 shares; 2024Q3: 452 shares 452 $54.1K 0.04% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 454 shares; 2024Q3: 456 shares 456 $52.7K 0.04% +2 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 109 shares; 2023Q3: 109 shares; 2023Q4: 109 shares; 2024Q1: 109 shares; 2024Q2: 109 shares; 2024Q3: 109 shares 109 $52K 0.04% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,299 shares 1,299 $50.1K 0.04% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 115 shares; 2023Q3: 115 shares; 2023Q4: 115 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 808 shares 808 $49.7K 0.04% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 604 shares 604 $49.7K 0.04% new 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 157 shares; 2023Q3: 157 shares; 2023Q4: 86 shares; 2024Q1: 86 shares; 2024Q2: 86 shares; 2024Q3: 86 shares 86 $49.2K 0.04% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,263 shares; 2023Q3: 1,263 shares; 2023Q4: 719 shares; 2024Q1: 719 shares; 2024Q2: 719 shares; 2024Q3: 719 shares 719 $48.9K 0.03% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 19 shares; 2023Q3: 19 shares; 2023Q4: 19 shares; 2024Q1: 19 shares; 2024Q2: 35 shares; 2024Q3: 174 shares 174 $48.8K 0.03% +139 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 178 shares; 2023Q3: 178 shares; 2023Q4: 178 shares; 2024Q1: 178 shares; 2024Q2: 178 shares; 2024Q3: 178 shares 178 $48.2K 0.03% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 51 shares; 2023Q3: 43 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 325 shares 325 $47.9K 0.03% new Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 840 shares; 2023Q3: 734 shares; 2023Q4: 830 shares; 2024Q1: 717 shares; 2024Q2: 717 shares; 2024Q3: 717 shares 717 $46.6K 0.03% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,507 shares; 2023Q3: 1,507 shares; 2023Q4: 1,507 shares; 2024Q1: 1,507 shares; 2024Q2: 1,507 shares; 2024Q3: 1,507 shares 1,507 $44.5K 0.03% 0 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,700 shares; 2023Q3: 1,700 shares; 2023Q4: 1,700 shares; 2024Q1: 8,180 shares; 2024Q2: 8,180 shares; 2024Q3: 8,180 shares 8,180 $43.8K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 477 shares; 2023Q3: 477 shares; 2023Q4: 477 shares; 2024Q1: 477 shares; 2024Q2: 477 shares; 2024Q3: 477 shares 477 $43K 0.03% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: 173 shares; 2023Q4: 173 shares; 2024Q1: 173 shares; 2024Q2: 173 shares; 2024Q3: 173 shares 173 $42.5K 0.03% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 380 shares; 2023Q3: 340 shares; 2023Q4: 340 shares; 2024Q1: 100 shares; 2024Q2: 134 shares; 2024Q3: 251 shares 251 $42K 0.03% +117 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 595 shares 595 $41K 0.03% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,230 shares; 2023Q3: 1,230 shares; 2023Q4: 1,230 shares; 2024Q1: 1,230 shares; 2024Q2: 1,230 shares; 2024Q3: 1,230 shares 1,230 $40.9K 0.03% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 287 shares 287 $40.8K 0.03% new Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 4,139 shares; 2023Q3: 4,139 shares; 2023Q4: 2,411 shares; 2024Q1: 1,996 shares; 2024Q2: 1,996 shares; 2024Q3: 1,996 shares 1,996 $37.9K 0.03% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,236 shares 1,236 $36K 0.03% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 760 shares; 2023Q3: 760 shares; 2023Q4: 760 shares; 2024Q1: 760 shares; 2024Q2: 760 shares; 2024Q3: 760 shares 760 $35.8K 0.03% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 547 shares; 2023Q3: 547 shares; 2023Q4: 547 shares; 2024Q1: 547 shares; 2024Q2: 547 shares; 2024Q3: 547 shares 547 $34K 0.02% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 350 shares; 2023Q3: 351 shares; 2023Q4: 351 shares; 2024Q1: 351 shares; 2024Q2: 350 shares; 2024Q3: 350 shares 350 $32.8K 0.02% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 390 shares; 2023Q3: 390 shares; 2023Q4: 390 shares; 2024Q1: 390 shares; 2024Q2: 390 shares; 2024Q3: 390 shares 390 $32.7K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 2,014 shares; 2023Q3: 2,055 shares; 2023Q4: 2,055 shares; 2024Q1: 2,055 shares; 2024Q2: 614 shares; 2024Q3: 614 shares 614 $31.3K 0.02% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 412 shares; 2023Q3: 222 shares; 2023Q4: 222 shares; 2024Q1: 222 shares; 2024Q2: 185 shares; 2024Q3: 185 shares 185 $30.9K 0.02% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares 250 $30.3K 0.02% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 175 shares; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares 175 $29.8K 0.02% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares 600 $29.3K 0.02% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 722 shares 722 $28K 0.02% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 480 shares 480 $27.7K 0.02% new Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1 shares; 2024Q3: 434 shares 434 $27.5K 0.02% +433 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 502 shares; 2023Q3: 502 shares; 2023Q4: 502 shares; 2024Q1: 502 shares; 2024Q2: 502 shares; 2024Q3: 502 shares 502 $27.4K 0.02% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 5 shares; 2023Q3: 63 shares; 2023Q4: 63 shares; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 58 shares 58 $27K 0.02% -5 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 509 shares; 2024Q3: 509 shares 509 $26.9K 0.02% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 322 shares; 2024Q3: 322 shares 322 $26.7K 0.02% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 760 shares; 2023Q3: 760 shares; 2023Q4: 760 shares; 2024Q1: 760 shares; 2024Q2: 760 shares; 2024Q3: 760 shares 760 $26.7K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 477 shares; 2023Q3: 477 shares; 2023Q4: 477 shares; 2024Q1: 477 shares; 2024Q2: 477 shares; 2024Q3: 435 shares 435 $24.6K 0.02% -42 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 665 shares; 2023Q3: 665 shares; 2023Q4: 665 shares; 2024Q1: 665 shares; 2024Q2: 665 shares; 2024Q3: 665 shares 665 $24.3K 0.02% 0 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,454 shares; 2023Q3: 1,454 shares; 2023Q4: 1,454 shares; 2024Q1: 1,454 shares; 2024Q2: 1,454 shares; 2024Q3: 1,454 shares 1,454 $24.1K 0.02% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 338 shares; 2023Q3: 338 shares; 2023Q4: 338 shares; 2024Q1: 338 shares; 2024Q2: 338 shares; 2024Q3: 338 shares 338 $24.1K 0.02% 0 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $23.7K 0.02% 0 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 232 shares; 2024Q3: 232 shares 232 $23.7K 0.02% 0 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,515 shares; 2024Q2: 1,515 shares; 2024Q3: 1,515 shares 1,515 $23.3K 0.02% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: 155 shares; 2023Q4: 155 shares; 2024Q1: 156 shares; 2024Q2: 156 shares; 2024Q3: 152 shares 152 $23K 0.02% -4 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 656 shares; 2023Q3: 656 shares; 2023Q4: 656 shares; 2024Q1: 656 shares; 2024Q2: 556 shares; 2024Q3: 556 shares 556 $22.7K 0.02% 0 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 954 shares; 2023Q3: 954 shares; 2023Q4: 954 shares; 2024Q1: 954 shares; 2024Q2: 954 shares; 2024Q3: 954 shares 954 $22.6K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 86 shares; 2023Q3: 86 shares; 2023Q4: 86 shares; 2024Q1: not reported; 2024Q2: 68 shares; 2024Q3: 229 shares 229 $22.3K 0.02% +161 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 236 shares; 2023Q3: 276 shares; 2023Q4: 276 shares; 2024Q1: 276 shares; 2024Q2: 236 shares; 2024Q3: 215 shares 215 $22.3K 0.02% -21 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $22.1K 0.02% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 101 shares; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 270 shares; 2024Q2: 270 shares; 2024Q3: 270 shares 270 $21.8K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $20.3K 0.01% 0 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,400 shares; 2023Q3: 1,400 shares; 2023Q4: 1,400 shares; 2024Q1: 1,400 shares; 2024Q2: 1,154 shares; 2024Q3: 1,154 shares 1,154 $19.9K 0.01% 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 2,426 shares; 2023Q3: 2,457 shares; 2023Q4: 2,457 shares; 2024Q1: 2,457 shares; 2024Q2: 206 shares; 2024Q3: 206 shares 206 $19.8K 0.01% 0 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,240 shares; 2023Q3: 1,240 shares; 2023Q4: 1,240 shares; 2024Q1: 820 shares; 2024Q2: 820 shares; 2024Q3: 820 shares 820 $19.5K 0.01% 0 Timeline XMYDX BLACKROCK MUNIYIELD FUND More: the full row for BLACKROCK MUNIYIELD FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,700 shares; 2023Q3: 1,700 shares; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares 1,700 $19.4K 0.01% 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 363 shares; 2023Q3: 363 shares; 2023Q4: 295 shares; 2024Q1: 295 shares; 2024Q2: 295 shares; 2024Q3: 295 shares 295 $18.6K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 105 shares; 2023Q3: 105 shares; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: 105 shares; 2024Q3: 104 shares 104 $18.5K 0.01% -1 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,468 shares 7,468 $18.3K 0.01% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 28 shares; 2023Q3: 28 shares; 2023Q4: 28 shares; 2024Q1: 28 shares; 2024Q2: 36 shares; 2024Q3: 36 shares 36 $17.8K 0.01% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 135 shares; 2023Q3: 135 shares; 2023Q4: 135 shares; 2024Q1: 135 shares; 2024Q2: 503 shares; 2024Q3: 368 shares 368 $17.6K 0.01% -135 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 59 shares 59 $17.6K 0.01% new 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 239 shares; 2023Q3: 178 shares; 2023Q4: 178 shares; 2024Q1: 178 shares; 2024Q2: 178 shares; 2024Q3: 177 shares 177 $16.7K 0.01% -1 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 126 shares 126 $15.3K 0.01% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 579 shares 579 $15.1K 0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 8 shares; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares 7 $14.4K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 93 shares; 2023Q3: 93 shares; 2023Q4: 93 shares; 2024Q1: 93 shares; 2024Q2: 93 shares; 2024Q3: 93 shares 93 $14K 0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 49 shares; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares; 2024Q2: 49 shares; 2024Q3: 273 shares 273 $13.7K 0.01% +224 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 171 shares; 2023Q3: 171 shares; 2023Q4: 171 shares; 2024Q1: 171 shares; 2024Q2: 171 shares; 2024Q3: 171 shares 171 $13.5K 0.01% 0 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 697 shares; 2023Q3: 697 shares; 2023Q4: 697 shares; 2024Q1: 697 shares; 2024Q2: 697 shares; 2024Q3: 697 shares 697 $13.2K 0.01% 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 41 shares; 2023Q3: 41 shares; 2023Q4: 41 shares; 2024Q1: 41 shares; 2024Q2: 41 shares; 2024Q3: 41 shares 41 $12.5K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 29 shares; 2023Q3: 31 shares; 2023Q4: 31 shares; 2024Q1: 31 shares; 2024Q2: 29 shares; 2024Q3: 29 shares 29 $12.1K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 564 shares; 2023Q3: 564 shares; 2023Q4: 564 shares; 2024Q1: 564 shares; 2024Q2: 414 shares; 2024Q3: 414 shares 414 $12K 0.01% 0 Timeline LMBS 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 238 shares; 2023Q3: 238 shares; 2023Q4: 238 shares; 2024Q1: 238 shares; 2024Q2: 238 shares; 2024Q3: 238 shares 238 $11.8K 0.01% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 195 shares; 2023Q3: 195 shares; 2023Q4: 195 shares; 2024Q1: 195 shares; 2024Q2: 195 shares; 2024Q3: 195 shares 195 $11.6K 0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 90 shares; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 90 shares; 2024Q2: 90 shares; 2024Q3: 90 shares 90 $11.5K 0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 246 shares; 2024Q3: 246 shares 246 $11.2K 0.01% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: 215 shares; 2023Q4: 215 shares; 2024Q1: 215 shares; 2024Q2: 215 shares; 2024Q3: 215 shares 215 $11K 0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares 80 $10.9K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 9 shares; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 128 shares; 2024Q2: 119 shares; 2024Q3: 119 shares 119 $10.7K 0.01% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 106 shares; 2023Q3: 107 shares; 2023Q4: 108 shares; 2024Q1: 109 shares; 2024Q2: 111 shares; 2024Q3: 112 shares 112 $10.7K 0.01% +1 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 105 shares; 2023Q3: 105 shares; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: 105 shares; 2024Q3: 105 shares 105 $10.1K 0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 50 shares; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares; 2024Q2: 49 shares; 2024Q3: 49 shares 49 $9.9K 0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 106,063 shares; 2023Q3: 65 shares; 2023Q4: 124,474 shares; 2024Q1: 123,917 shares; 2024Q2: not reported; 2024Q3: 45 shares 45 $9.05K 0.01% new Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 313 shares; 2023Q3: 313 shares; 2023Q4: 313 shares; 2024Q1: 313 shares; 2024Q2: 313 shares; 2024Q3: 313 shares 313 $9K 0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 341 shares; 2023Q3: 341 shares; 2023Q4: 341 shares; 2024Q1: 341 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $8.89K 0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 77 shares; 2024Q3: 77 shares 77 $8.37K 0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 820 shares; 2023Q3: 820 shares; 2023Q4: 820 shares; 2024Q1: 820 shares; 2024Q2: 695 shares; 2024Q3: 695 shares 695 $7.35K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 175 shares; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares 175 $7.34K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 10 shares; 2024Q3: 10 shares 10 $7.09K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 140 shares; 2024Q3: 140 shares 140 $7.04K 0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $6.97K <0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 33 shares 33 $6.82K <0.01% new Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 348 shares 348 $6.62K <0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 20 shares; 2024Q2: 66 shares; 2024Q3: 66 shares 66 $6.48K <0.01% 0 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 131 shares 131 $6.47K <0.01% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 114 shares 114 $6.26K <0.01% new Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 206 shares; 2024Q3: 206 shares 206 $6.07K <0.01% 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 70 shares; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares 70 $5.85K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares 42 $5.73K <0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 102 shares; 2024Q3: 102 shares 102 $5.36K <0.01% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 5 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $5.32K <0.01% 0 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 309 shares 309 $4.97K <0.01% +9 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares 40 $4.85K <0.01% 0 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 54 shares; 2023Q3: 54 shares; 2023Q4: 54 shares; 2024Q1: 54 shares; 2024Q2: 54 shares; 2024Q3: 54 shares 54 $4.64K <0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 194 shares; 2024Q3: 194 shares 194 $4.55K <0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 50 shares; 2024Q3: 35 shares 35 $4.41K <0.01% -15 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 32 shares 32 $4.37K <0.01% 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 102 shares; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares 80 $4.26K <0.01% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares 20 $4.22K <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares 42 $4.12K <0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 34 shares; 2023Q3: 37 shares; 2023Q4: 37 shares; 2024Q1: 37 shares; 2024Q2: 34 shares; 2024Q3: 34 shares 34 $4K <0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 83 shares; 2024Q3: 83 shares 83 $3.92K <0.01% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 21 shares; 2024Q3: 14 shares 14 $3.85K <0.01% -7 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 8 shares; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares 8 $3.76K <0.01% 0 Timeline TBCH TURTLE BEACH CORP More: the full row for TURTLE BEACH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 245 shares; 2023Q3: 245 shares; 2023Q4: 245 shares; 2024Q1: 245 shares; 2024Q2: 245 shares; 2024Q3: 245 shares 245 $3.76K <0.01% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 2 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $3.71K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4 shares; 2024Q3: 4 shares 4 $3.58K <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 13 shares; 2024Q3: 13 shares 13 $3.56K <0.01% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 57 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares 4 $3.55K <0.01% 0 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 197 shares; 2023Q3: 197 shares; 2023Q4: 197 shares; 2024Q1: 197 shares; 2024Q2: 197 shares; 2024Q3: 197 shares 197 $3.4K <0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $3.34K <0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 28 shares; 2024Q3: 28 shares 28 $3.19K <0.01% 0 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 281 shares; 2023Q3: 281 shares; 2023Q4: 281 shares; 2024Q1: 281 shares; 2024Q2: 281 shares; 2024Q3: 281 shares 281 $3.17K <0.01% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 51 shares; 2024Q3: 51 shares 51 $3.14K <0.01% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 128 shares; 2024Q3: 128 shares 128 $3.08K <0.01% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 11 shares; 2024Q3: 5 shares 5 $2.92K <0.01% -6 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 36,045 shares; 2023Q3: not reported; 2023Q4: 27,731 shares; 2024Q1: 30,225 shares; 2024Q2: 60 shares; 2024Q3: 5 shares 5 $2.88K <0.01% -55 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 37 shares; 2023Q3: 37 shares; 2023Q4: 37 shares; 2024Q1: 37 shares; 2024Q2: 54 shares; 2024Q3: 32 shares 32 $2.83K <0.01% -22 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 42 shares; 2024Q3: 155 shares 155 $2.81K <0.01% +113 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7 shares; 2024Q3: 7 shares 7 $2.47K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 19 shares; 2024Q3: 19 shares 19 $2.41K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 9 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $2.35K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: not reported; 2024Q2: 8 shares; 2024Q3: 8 shares 8 $2.2K <0.01% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1,000 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares 25 $2.19K <0.01% 0 Timeline BKLN 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 102 shares; 2024Q3: 102 shares 102 $2.14K <0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 4 shares; 2024Q3: 4 shares 4 $2.07K <0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4 shares; 2024Q3: 4 shares 4 $2.03K <0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares 42 $1.9K <0.01% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15 shares; 2024Q3: 15 shares 15 $1.79K <0.01% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15 shares 15 $1.78K <0.01% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 16 shares; 2023Q3: 16 shares; 2023Q4: 16 shares; 2024Q1: 16 shares; 2024Q2: 16 shares; 2024Q3: 16 shares 16 $1.77K <0.01% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares 4 $1.56K <0.01% 0 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; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 23 shares; 2024Q3: 23 shares 23 $1.53K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 105 shares; 2023Q3: 63 shares; 2023Q4: 63 shares; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 63 shares 63 $1.48K <0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares 250 $1.46K <0.01% 0 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10 shares; 2024Q3: 10 shares 10 $1.35K <0.01% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16 shares 16 $1.29K <0.01% new Timeline AAT AMERICAN ASSETS TR INC More: the full row for AMERICAN ASSETS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 48 shares; 2024Q3: 48 shares 48 $1.28K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5 shares; 2024Q3: 5 shares 5 $1.22K <0.01% 0 Timeline CIO CITY OFFICE REIT INC More: the full row for CITY OFFICE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 208 shares; 2024Q3: 208 shares 208 $1.22K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 19 shares; 2024Q2: 19 shares; 2024Q3: 19 shares 19 $1.21K <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2 shares; 2024Q3: 2 shares 2 $1.17K <0.01% 0 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 30 shares; 2024Q3: 30 shares 30 $1.16K <0.01% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 34 shares; 2024Q2: 34 shares; 2024Q3: 34 shares 34 $1.13K <0.01% 0 Timeline GLOBAL MED REIT INC GLOBAL MED REIT INC More: the full row for GLOBAL MED REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 112 shares; 2024Q3: 112 shares 112 $1.11K <0.01% 0 BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 9 shares; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $1.07K <0.01% 0 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 530 shares; 2024Q1: 530 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $935 <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 11 shares; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: 11 shares; 2024Q3: 4 shares 4 $892 <0.01% -7 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: 36 shares; 2024Q3: 36 shares 36 $827 <0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 105 shares; 2023Q3: 105 shares; 2023Q4: 105 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares 5 $766 <0.01% 0 Timeline REDFIN CORP REDFIN CORP More: the full row for REDFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 59 shares 59 $739 <0.01% new PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4 shares; 2024Q3: 4 shares 4 $666 <0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $646 <0.01% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 523 shares; 2023Q3: 351 shares; 2023Q4: 298 shares; 2024Q1: 92 shares; 2024Q2: 22 shares; 2024Q3: 22 shares 22 $563 <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8 shares 8 $558 <0.01% new Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13 shares 13 $549 <0.01% new Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2 shares; 2024Q3: 2 shares 2 $509 <0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 12 shares; 2023Q3: 18 shares; 2023Q4: 18 shares; 2024Q1: 21 shares; 2024Q2: 15 shares; 2024Q3: 3 shares 3 $492 <0.01% -12 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 59 shares 59 $464 <0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3 shares 3 $155 <0.01% new Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 13 shares 13 $119 <0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $118 <0.01% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 24 shares 24 $112 <0.01% new Timeline TC BIOPHARM - ADR TC BIOPHARM - ADR More: the full row for TC BIOPHARM - ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12 shares 12 $63 <0.01% new SMX SEC MATTERS PLC SMX SEC MATTERS PLC More: the full row for SMX SEC MATTERS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12 shares 12 $35 <0.01% new EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares 1 $22 <0.01% 0 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares 1 $14 <0.01% 0 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares 2 $4 <0.01% new Timeline BIOVIE INC BIOVIE INC More: the full row for BIOVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares 1 $1 <0.01% new