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: restricted; 2023Q2: 322 shares; 2023Q3: 300 shares; 2023Q4: 334 shares; 2024Q1: 494 shares; 2024Q2: 360 shares; 2024Q3: 360 shares 360 $80.3K <0.01% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 650 shares; 2023Q3: 650 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 650 shares; 2024Q3: 650 shares 650 $80K <0.01% 0 Timeline IFRA 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: restricted; 2023Q2: 1,688 shares; 2023Q3: 1,688 shares; 2023Q4: 1,688 shares; 2024Q1: 1,978 shares; 2024Q2: 1,688 shares; 2024Q3: 1,688 shares 1,688 $79.3K <0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: not reported; 2024Q3: 2,564 shares 2,564 $79.3K <0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 550 shares; 2023Q3: 596 shares; 2023Q4: 551 shares; 2024Q1: 551 shares; 2024Q2: 619 shares; 2024Q3: 586 shares 586 $78.6K <0.01% -33 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,265 shares; 2023Q3: 1,265 shares; 2023Q4: 1,267 shares; 2024Q1: 1,267 shares; 2024Q2: 1,376 shares; 2024Q3: 1,376 shares 1,376 $78.5K <0.01% 0 Timeline KOMP 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: restricted; 2023Q2: 980 shares; 2023Q3: 980 shares; 2023Q4: 980 shares; 2024Q1: 1,941 shares; 2024Q2: 1,941 shares; 2024Q3: 1,588 shares 1,588 $78.3K <0.01% -353 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 802 shares; 2023Q3: 802 shares; 2023Q4: 802 shares; 2024Q1: 802 shares; 2024Q2: 772 shares; 2024Q3: 772 shares 772 $76.2K <0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 460 shares; 2023Q3: 460 shares; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares 700 $76.2K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,568 shares; 2023Q3: 3,408 shares; 2023Q4: 3,408 shares; 2024Q1: 908 shares; 2024Q2: 908 shares; 2024Q3: 908 shares 908 $75.5K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 882 shares; 2023Q3: 892 shares; 2023Q4: 1,122 shares; 2024Q1: 936 shares; 2024Q2: 796 shares; 2024Q3: 708 shares 708 $75.1K <0.01% -88 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 325 shares; 2024Q1: 425 shares; 2024Q2: 425 shares; 2024Q3: 525 shares 525 $75.1K <0.01% +100 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 119 shares; 2023Q3: 108 shares; 2023Q4: 108 shares; 2024Q1: 108 shares; 2024Q2: 110 shares; 2024Q3: 92 shares 92 $75K <0.01% -18 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: restricted; 2023Q2: 1,032 shares; 2023Q3: 1,052 shares; 2023Q4: 3,244 shares; 2024Q1: 3,340 shares; 2024Q2: 3,480 shares; 2024Q3: 3,579 shares 3,579 $74.9K <0.01% +99 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 250 shares; 2023Q3: not reported; 2023Q4: 8,443 shares; 2024Q1: 8,443 shares; 2024Q2: 8,500 shares; 2024Q3: 8,500 shares 8,500 $74.1K <0.01% 0 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,750 shares; 2023Q3: 2,550 shares; 2023Q4: 2,550 shares; 2024Q1: 2,350 shares; 2024Q2: 2,230 shares; 2024Q3: 2,230 shares 2,230 $74K <0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 415 shares; 2023Q3: 417 shares; 2023Q4: 420 shares; 2024Q1: 450 shares; 2024Q2: 454 shares; 2024Q3: 423 shares 423 $73.7K <0.01% -31 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 290 shares; 2023Q3: 1,899 shares; 2023Q4: 2,607 shares; 2024Q1: 1,865 shares; 2024Q2: 2,607 shares; 2024Q3: 3,218 shares 3,218 $73.6K <0.01% +611 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 512 shares; 2023Q3: 504 shares; 2023Q4: 505 shares; 2024Q1: 505 shares; 2024Q2: 578 shares; 2024Q3: 505 shares 505 $72.5K <0.01% -73 Timeline CHMG CHEMUNG FINL CORP More: the full row for CHEMUNG FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares 1,500 $72K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,200 shares; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 2,850 shares; 2024Q3: 4,450 shares 4,450 $71.4K <0.01% +1,600 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,277 shares; 2024Q2: 1,367 shares; 2024Q3: 1,367 shares 1,367 $71.3K <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: restricted; 2023Q2: 5,878 shares; 2023Q3: 5,598 shares; 2023Q4: 5,431 shares; 2024Q1: 5,422 shares; 2024Q2: 449 shares; 2024Q3: 258 shares 258 $71.1K <0.01% -191 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,400 shares; 2023Q3: 1,850 shares; 2023Q4: 3,125 shares; 2024Q1: 3,125 shares; 2024Q2: 3,125 shares; 2024Q3: 3,125 shares 3,125 $70.6K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,382 shares; 2023Q3: 1,382 shares; 2023Q4: 1,382 shares; 2024Q1: 1,492 shares; 2024Q2: 1,492 shares; 2024Q3: 1,492 shares 1,492 $70.1K <0.01% 0 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,583 shares; 2023Q3: 2,350 shares; 2023Q4: 2,350 shares; 2024Q1: 3,498 shares; 2024Q2: 3,498 shares; 2024Q3: 3,498 shares 3,498 $69.6K <0.01% 0 FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,254 shares; 2023Q3: 2,254 shares; 2023Q4: 984 shares; 2024Q1: 30 shares; 2024Q2: 2,480 shares; 2024Q3: 1,857 shares 1,857 $69.4K <0.01% -623 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 12,988 shares; 2023Q4: 8,504 shares; 2024Q1: 4,849 shares; 2024Q2: 4,097 shares; 2024Q3: 3,412 shares 3,412 $68.2K <0.01% -685 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 219 shares; 2023Q3: 220 shares; 2023Q4: 220 shares; 2024Q1: 220 shares; 2024Q2: 220 shares; 2024Q3: 649 shares 649 $67.6K <0.01% +429 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 412 shares; 2023Q3: 393 shares; 2023Q4: 773 shares; 2024Q1: 773 shares; 2024Q2: 773 shares; 2024Q3: 773 shares 773 $67.6K <0.01% 0 Timeline BFS SAUL CTRS INC More: the full row for SAUL CTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,609 shares; 2023Q3: 1,609 shares; 2023Q4: 1,609 shares; 2024Q1: 1,609 shares; 2024Q2: 1,609 shares; 2024Q3: 1,609 shares 1,609 $67.5K <0.01% 0 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,721 shares; 2023Q4: 1,721 shares; 2024Q1: 1,721 shares; 2024Q2: 1,721 shares; 2024Q3: 1,721 shares 1,721 $67.1K <0.01% 0 Timeline JMSB JOHN MARSHALL BANCORP INC More: the full row for JOHN MARSHALL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,375 shares; 2023Q3: 3,375 shares; 2023Q4: 3,375 shares; 2024Q1: 3,375 shares; 2024Q2: 3,375 shares; 2024Q3: 3,375 shares 3,375 $66.8K <0.01% 0 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,810 shares; 2023Q3: 1,810 shares; 2023Q4: 1,810 shares; 2024Q1: 1,810 shares; 2024Q2: 1,810 shares; 2024Q3: 1,810 shares 1,810 $66K <0.01% 0 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: restricted; 2023Q2: 510 shares; 2023Q3: 510 shares; 2023Q4: 510 shares; 2024Q1: 510 shares; 2024Q2: 510 shares; 2024Q3: 595 shares 595 $65.8K <0.01% +85 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 240 shares; 2023Q3: 240 shares; 2023Q4: 64 shares; 2024Q1: 97 shares; 2024Q2: 66 shares; 2024Q3: 63 shares 63 $65.7K <0.01% -3 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 300 shares; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares 1,500 $65.2K <0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7 shares; 2023Q3: 317 shares; 2023Q4: 317 shares; 2024Q1: 317 shares; 2024Q2: 325 shares; 2024Q3: 288 shares 288 $64.9K <0.01% -37 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,593 shares 13,593 $64.4K <0.01% new Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,652 shares; 2023Q3: 1,918 shares; 2023Q4: 1,723 shares; 2024Q1: 1,009 shares; 2024Q2: 949 shares; 2024Q3: 838 shares 838 $64.1K <0.01% -111 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: restricted; 2023Q2: 2,440 shares; 2023Q3: 2,140 shares; 2023Q4: 2,140 shares; 2024Q1: 2,140 shares; 2024Q2: 1,346 shares; 2024Q3: 1,346 shares 1,346 $63.4K <0.01% 0 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 824 shares; 2023Q3: 824 shares; 2023Q4: 824 shares; 2024Q1: 824 shares; 2024Q2: 824 shares; 2024Q3: 824 shares 824 $62.6K <0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 124 shares; 2023Q3: 136 shares; 2023Q4: 136 shares; 2024Q1: 180 shares; 2024Q2: 180 shares; 2024Q3: 136 shares 136 $62.5K <0.01% -44 Timeline ILCG 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 737 shares; 2024Q2: 737 shares; 2024Q3: 737 shares 737 $61.9K <0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 100 shares; 2023Q3: 584 shares; 2023Q4: 734 shares; 2024Q1: 675 shares; 2024Q2: 675 shares; 2024Q3: 675 shares 675 $61.6K <0.01% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 474 shares; 2023Q3: 487 shares; 2023Q4: 399 shares; 2024Q1: 531 shares; 2024Q2: 399 shares; 2024Q3: 386 shares 386 $61.3K <0.01% -13 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: restricted; 2023Q2: 384 shares; 2023Q3: 268 shares; 2023Q4: 269 shares; 2024Q1: 258 shares; 2024Q2: 280 shares; 2024Q3: 280 shares 280 $61.2K <0.01% 0 Timeline IUSB 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: restricted; 2023Q2: 1,287 shares; 2023Q3: 1,286 shares; 2023Q4: 1,286 shares; 2024Q1: 1,286 shares; 2024Q2: 1,286 shares; 2024Q3: 1,286 shares 1,286 $60.6K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 857 shares; 2023Q3: 950 shares; 2023Q4: 1,092 shares; 2024Q1: 1,092 shares; 2024Q2: 2,742 shares; 2024Q3: 4,122 shares 4,122 $60.6K <0.01% +1,380 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,036 shares; 2023Q4: 2,054 shares; 2024Q1: 2,055 shares; 2024Q2: 2,078 shares; 2024Q3: 2,084 shares 2,084 $60.6K <0.01% +6 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,772 shares; 2023Q3: 2,772 shares; 2023Q4: 2,772 shares; 2024Q1: 2,772 shares; 2024Q2: 3,022 shares; 2024Q3: 2,992 shares 2,992 $59.7K <0.01% -30 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 375 shares; 2023Q3: 375 shares; 2023Q4: 375 shares; 2024Q1: 910 shares; 2024Q2: 913 shares; 2024Q3: 916 shares 916 $59.6K <0.01% +3 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,521 shares; 2023Q3: 2,521 shares; 2023Q4: 2,521 shares; 2024Q1: 1,301 shares; 2024Q2: 1,751 shares; 2024Q3: 1,496 shares 1,496 $59.6K <0.01% -255 Timeline IGSB 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: restricted; 2023Q2: not reported; 2023Q3: 384 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,130 shares; 2024Q3: 1,130 shares 1,130 $59.5K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 201 shares; 2023Q3: 201 shares; 2023Q4: 396 shares; 2024Q1: 396 shares; 2024Q2: 295 shares; 2024Q3: 295 shares 295 $59.2K <0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 650 shares; 2023Q3: 650 shares; 2023Q4: 650 shares; 2024Q1: 580 shares; 2024Q2: 611 shares; 2024Q3: 536 shares 536 $59.2K <0.01% -75 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: restricted; 2023Q2: 1,620 shares; 2023Q3: 1,620 shares; 2023Q4: 1,650 shares; 2024Q1: 1,620 shares; 2024Q2: 1,992 shares; 2024Q3: 1,992 shares 1,992 $59K <0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 850 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 730 shares; 2024Q2: 730 shares; 2024Q3: 700 shares 700 $59K <0.01% -30 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 860 shares; 2023Q3: 860 shares; 2023Q4: 860 shares; 2024Q1: 860 shares; 2024Q2: 800 shares; 2024Q3: 874 shares 874 $58.6K <0.01% +74 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 15 shares; 2023Q4: 5 shares; 2024Q1: 54 shares; 2024Q2: 56 shares; 2024Q3: 56 shares 56 $58.2K <0.01% 0 Timeline PPA 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: restricted; 2023Q2: 550 shares; 2023Q3: 550 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $57.5K <0.01% 0 Timeline JMST 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: restricted; 2023Q2: 3,000 shares; 2023Q3: 2,250 shares; 2023Q4: 2,250 shares; 2024Q1: 2,100 shares; 2024Q2: 1,225 shares; 2024Q3: 1,125 shares 1,125 $57.3K <0.01% -100 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,544 shares; 2023Q3: 1,562 shares; 2023Q4: 1,562 shares; 2024Q1: 1,676 shares; 2024Q2: 1,411 shares; 2024Q3: 1,411 shares 1,411 $57.2K <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: restricted; 2023Q2: 5,000 shares; 2023Q3: 5,000 shares; 2023Q4: 5,000 shares; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares 5,000 $57.1K <0.01% 0 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,608 shares; 2023Q3: 1,161 shares; 2023Q4: 1,163 shares; 2024Q1: 1,166 shares; 2024Q2: 1,173 shares; 2024Q3: 1,174 shares 1,174 $56.8K <0.01% +1 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 267 shares; 2024Q1: 267 shares; 2024Q2: 267 shares; 2024Q3: 357 shares 357 $56.7K <0.01% +90 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 820 shares; 2023Q3: 920 shares; 2023Q4: 920 shares; 2024Q1: 920 shares; 2024Q2: 920 shares; 2024Q3: 1,040 shares 1,040 $56.6K <0.01% +120 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: restricted; 2023Q2: 1,119 shares; 2023Q3: 1,119 shares; 2023Q4: 1,059 shares; 2024Q1: 1,059 shares; 2024Q2: 1,061 shares; 2024Q3: 1,111 shares 1,111 $56.4K <0.01% +50 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,761 shares; 2023Q3: 7,251 shares; 2023Q4: 6,251 shares; 2024Q1: 6,251 shares; 2024Q2: 6,251 shares; 2024Q3: 6,251 shares 6,251 $56.4K <0.01% 0 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: restricted; 2023Q2: 1,739 shares; 2023Q3: 833 shares; 2023Q4: 834 shares; 2024Q1: 1,203 shares; 2024Q2: 1,240 shares; 2024Q3: 1,081 shares 1,081 $55.7K <0.01% -159 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: restricted; 2023Q2: 966 shares; 2023Q3: 1,023 shares; 2023Q4: 1,042 shares; 2024Q1: 1,120 shares; 2024Q2: 1,218 shares; 2024Q3: 1,220 shares 1,220 $55.5K <0.01% +2 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 175 shares; 2023Q3: 218 shares; 2023Q4: 144 shares; 2024Q1: 187 shares; 2024Q2: 243 shares; 2024Q3: 218 shares 218 $55.3K <0.01% -25 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 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 $54.7K <0.01% 0 Timeline SPGP 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 476 shares; 2024Q2: 519 shares; 2024Q3: 519 shares 519 $54.3K <0.01% 0 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,893 shares; 2023Q3: 1,893 shares; 2023Q4: 1,893 shares; 2024Q1: 1,893 shares; 2024Q2: 1,893 shares; 2024Q3: 1,300 shares 1,300 $54.2K <0.01% -593 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 534 shares; 2023Q3: 534 shares; 2023Q4: 534 shares; 2024Q1: 534 shares; 2024Q2: 534 shares; 2024Q3: 534 shares 534 $53.9K <0.01% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,800 shares; 2023Q3: 1,800 shares; 2023Q4: 1,800 shares; 2024Q1: 1,800 shares; 2024Q2: 1,200 shares; 2024Q3: 700 shares 700 $53.6K <0.01% -500 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 663 shares; 2024Q2: 809 shares; 2024Q3: 960 shares 960 $53.3K <0.01% +151 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,000 shares; 2023Q3: 5,000 shares; 2023Q4: 5,000 shares; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares 5,000 $52.2K <0.01% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 920 shares; 2023Q3: 935 shares; 2023Q4: 944 shares; 2024Q1: 945 shares; 2024Q2: 957 shares; 2024Q3: 968 shares 968 $52K <0.01% +11 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 136 shares; 2023Q3: 140 shares; 2023Q4: 141 shares; 2024Q1: 141 shares; 2024Q2: 145 shares; 2024Q3: 141 shares 141 $52K <0.01% -4 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: restricted; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 2,688 shares; 2024Q1: 2,688 shares; 2024Q2: 2,705 shares; 2024Q3: 2,722 shares 2,722 $51.7K <0.01% +17 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,000 shares; 2023Q3: 4,000 shares; 2023Q4: 4,000 shares; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares 4,000 $51.5K <0.01% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,040 shares; 2024Q2: 1,040 shares; 2024Q3: 1,040 shares 1,040 $51.4K <0.01% 0 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,784 shares; 2023Q3: 3,784 shares; 2023Q4: 3,784 shares; 2024Q1: 3,784 shares; 2024Q2: 4,962 shares; 2024Q3: 4,784 shares 4,784 $50.8K <0.01% -178 ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 241 shares; 2023Q3: 116 shares; 2023Q4: 155 shares; 2024Q1: 155 shares; 2024Q2: 136 shares; 2024Q3: 132 shares 132 $50.7K <0.01% -4 DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 665 shares; 2024Q3: 600 shares 600 $49.9K <0.01% -65 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,204 shares; 2023Q3: 1,137 shares; 2023Q4: 1,137 shares; 2024Q1: 1,150 shares; 2024Q2: 1,150 shares; 2024Q3: 1,331 shares 1,331 $49.9K <0.01% +181 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: restricted; 2023Q2: 9,511 shares; 2023Q3: 9,511 shares; 2023Q4: 9,526 shares; 2024Q1: 7,532 shares; 2024Q2: 1,037 shares; 2024Q3: 792 shares 792 $49.7K <0.01% -245 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 675 shares; 2023Q3: 675 shares; 2023Q4: 675 shares; 2024Q1: 675 shares; 2024Q2: 1,012 shares; 2024Q3: 675 shares 675 $49.6K <0.01% -337 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 829 shares; 2024Q2: 544 shares; 2024Q3: 688 shares 688 $49.4K <0.01% +144 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,008 shares; 2023Q3: 2,388 shares; 2023Q4: 1,573 shares; 2024Q1: 1,377 shares; 2024Q2: 874 shares; 2024Q3: 754 shares 754 $49.2K <0.01% -120 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: restricted; 2023Q2: 9,854 shares; 2023Q3: 5,479 shares; 2023Q4: 4,711 shares; 2024Q1: 4,912 shares; 2024Q2: 7,491 shares; 2024Q3: 4,624 shares 4,624 $48.8K <0.01% -2,867 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 246 shares; 2023Q3: 246 shares; 2023Q4: 246 shares; 2024Q1: 396 shares; 2024Q2: 598 shares; 2024Q3: 396 shares 396 $47.9K <0.01% -202 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 377 shares; 2023Q3: 325 shares; 2023Q4: 325 shares; 2024Q1: 209 shares; 2024Q2: 209 shares; 2024Q3: 209 shares 209 $47.9K <0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $47.8K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 149 shares; 2023Q3: 165 shares; 2023Q4: 86 shares; 2024Q1: 86 shares; 2024Q2: 86 shares; 2024Q3: 75 shares 75 $47.4K <0.01% -11 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,005 shares; 2023Q3: 1,011 shares; 2023Q4: 1,019 shares; 2024Q1: 1,028 shares; 2024Q2: 1,035 shares; 2024Q3: 1,042 shares 1,042 $46.7K <0.01% +7 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 477 shares; 2023Q3: 469 shares; 2023Q4: 469 shares; 2024Q1: 469 shares; 2024Q2: 363 shares; 2024Q3: 363 shares 363 $46.6K <0.01% 0 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 198 shares; 2023Q3: 198 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 1,147 shares; 2024Q3: 1,147 shares 1,147 $46.5K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 62 shares; 2023Q3: not reported; 2023Q4: 500 shares; 2024Q1: 637 shares; 2024Q2: 500 shares; 2024Q3: 1,021 shares 1,021 $46K <0.01% +521 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 387 shares; 2023Q4: 387 shares; 2024Q1: 387 shares; 2024Q2: 387 shares; 2024Q3: 387 shares 387 $45.3K <0.01% 0 Timeline LQD 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: restricted; 2023Q2: 982 shares; 2023Q3: 1,002 shares; 2023Q4: 1,002 shares; 2024Q1: 2,404 shares; 2024Q2: 811 shares; 2024Q3: 399 shares 399 $45.1K <0.01% -412 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 174 shares; 2023Q3: 109 shares; 2023Q4: 100 shares; 2024Q1: 153 shares; 2024Q2: 153 shares; 2024Q3: 153 shares 153 $44.5K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 567 shares; 2023Q3: 614 shares; 2023Q4: 496 shares; 2024Q1: 496 shares; 2024Q2: 3,913 shares; 2024Q3: 3,963 shares 3,963 $44.5K <0.01% +50 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 596 shares; 2023Q3: 596 shares; 2023Q4: 627 shares; 2024Q1: 627 shares; 2024Q2: 596 shares; 2024Q3: 596 shares 596 $44.3K <0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 370 shares; 2024Q3: 370 shares 370 $44.3K <0.01% 0 Timeline IXJ 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: restricted; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares 450 $44.2K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 207 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $44.2K <0.01% 0 Timeline FPX 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: restricted; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $44.1K <0.01% 0 Timeline HEFA 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,494 shares; 2024Q1: 1,240 shares; 2024Q2: 1,240 shares; 2024Q3: 1,240 shares 1,240 $43.9K <0.01% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,569 shares; 2023Q3: 3,569 shares; 2023Q4: 3,569 shares; 2024Q1: 3,569 shares; 2024Q2: 3,569 shares; 2024Q3: 2,875 shares 2,875 $43.3K <0.01% -694 Timeline BEACON ROOFING SUPPLY INC BEACON ROOFING SUPPLY INC More: the full row for BEACON ROOFING SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $43.2K <0.01% 0 PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 208 shares; 2023Q3: 1,040 shares; 2023Q4: 1,040 shares; 2024Q1: 1,045 shares; 2024Q2: 1,040 shares; 2024Q3: 1,040 shares 1,040 $43.2K <0.01% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 325 shares; 2023Q3: 325 shares; 2023Q4: 325 shares; 2024Q1: 715 shares; 2024Q2: 775 shares; 2024Q3: 775 shares 775 $42.8K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 977 shares; 2023Q3: 1,077 shares; 2023Q4: 1,042 shares; 2024Q1: 1,042 shares; 2024Q2: 1,042 shares; 2024Q3: 1,091 shares 1,091 $42.8K <0.01% +49 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares 800 $42.8K <0.01% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10 shares; 2023Q3: 46 shares; 2023Q4: 558 shares; 2024Q1: 565 shares; 2024Q2: 564 shares; 2024Q3: 586 shares 586 $42.5K <0.01% +22 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares 1,500 $42.3K <0.01% 0 Timeline RPV 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: restricted; 2023Q2: 474 shares; 2023Q3: 474 shares; 2023Q4: 474 shares; 2024Q1: 474 shares; 2024Q2: 474 shares; 2024Q3: 474 shares 474 $42.1K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,250 shares; 2023Q3: 1,150 shares; 2023Q4: 1,150 shares; 2024Q1: 1,250 shares; 2024Q2: 980 shares; 2024Q3: 980 shares 980 $42K <0.01% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 208 shares; 2024Q3: 201 shares 201 $41.9K <0.01% -7 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 205 shares; 2023Q3: 205 shares; 2023Q4: 205 shares; 2024Q1: 205 shares; 2024Q2: 205 shares; 2024Q3: 180 shares 180 $41.9K <0.01% -25 Timeline ARKW 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: restricted; 2023Q2: 741 shares; 2023Q3: 735 shares; 2023Q4: 735 shares; 2024Q1: 735 shares; 2024Q2: 490 shares; 2024Q3: 490 shares 490 $41.7K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 207 shares; 2024Q1: 132 shares; 2024Q2: 155 shares; 2024Q3: 155 shares 155 $41.5K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 58 shares; 2023Q3: 92 shares; 2023Q4: not reported; 2024Q1: 2,101 shares; 2024Q2: 719 shares; 2024Q3: 719 shares 719 $41.4K <0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,608 shares; 2023Q3: 1,245 shares; 2023Q4: 1,245 shares; 2024Q1: 1,010 shares; 2024Q2: 1,010 shares; 2024Q3: 1,073 shares 1,073 $41.3K <0.01% +63 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,653 shares; 2023Q3: 3,618 shares; 2023Q4: 3,424 shares; 2024Q1: 2,703 shares; 2024Q2: 2,303 shares; 2024Q3: 890 shares 890 $39.9K <0.01% -1,413 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,381 shares; 2023Q3: 4,381 shares; 2023Q4: 4,381 shares; 2024Q1: 4,381 shares; 2024Q2: 4,381 shares; 2024Q3: 4,381 shares 4,381 $39.7K <0.01% 0 Timeline VISTA OUTDOOR INC VISTA OUTDOOR INC More: the full row for VISTA OUTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,010 shares; 2023Q3: 1,010 shares; 2023Q4: 1,010 shares; 2024Q1: 1,010 shares; 2024Q2: 1,010 shares; 2024Q3: 1,010 shares 1,010 $39.6K <0.01% 0 EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 466 shares; 2024Q2: 477 shares; 2024Q3: 300 shares 300 $39.4K <0.01% -177 Timeline SPMB 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: restricted; 2023Q2: 1,744 shares; 2023Q3: 1,744 shares; 2023Q4: 1,744 shares; 2024Q1: 1,744 shares; 2024Q2: 1,744 shares; 2024Q3: 1,744 shares 1,744 $39.3K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,433 shares; 2023Q3: 1,195 shares; 2023Q4: 1,195 shares; 2024Q1: 1,227 shares; 2024Q2: 1,227 shares; 2024Q3: 1,251 shares 1,251 $39.3K <0.01% +24 Timeline BMVP 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: restricted; 2023Q2: 271 shares; 2023Q3: 813 shares; 2023Q4: 813 shares; 2024Q1: 813 shares; 2024Q2: 813 shares; 2024Q3: 813 shares 813 $39.3K <0.01% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 590 shares; 2023Q3: 590 shares; 2023Q4: 590 shares; 2024Q1: 590 shares; 2024Q2: 590 shares; 2024Q3: 590 shares 590 $38.9K <0.01% 0 Timeline VLUE 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 429 shares; 2024Q2: 357 shares; 2024Q3: 357 shares 357 $38.9K <0.01% 0 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 358 shares; 2024Q2: 358 shares; 2024Q3: 358 shares 358 $38.9K <0.01% 0 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,500 shares; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares 2,500 $38.9K <0.01% 0 Timeline LI LI AUTO INC More: the full row for LI AUTO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 750 shares; 2024Q3: 1,500 shares 1,500 $38.5K <0.01% +750 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 480 shares; 2024Q3: 400 shares 400 $38.3K <0.01% -80 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 87 shares; 2023Q3: 87 shares; 2023Q4: 87 shares; 2024Q1: 87 shares; 2024Q2: 87 shares; 2024Q3: 87 shares 87 $37.6K <0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,302 shares; 2023Q3: 5,001 shares; 2023Q4: 8,036 shares; 2024Q1: 8,036 shares; 2024Q2: 3,035 shares; 2024Q3: 3,035 shares 3,035 $37.6K <0.01% 0 Timeline IXG 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: restricted; 2023Q2: 382 shares; 2023Q3: 382 shares; 2023Q4: 387 shares; 2024Q1: 387 shares; 2024Q2: 394 shares; 2024Q3: 394 shares 394 $37.2K <0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 70 shares; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares 70 $37.2K <0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,169 shares; 2023Q3: 4,015 shares; 2023Q4: 2,779 shares; 2024Q1: 2,759 shares; 2024Q2: 2,759 shares; 2024Q3: 2,759 shares 2,759 $37.1K <0.01% 0 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 239 shares; 2023Q3: 244 shares; 2023Q4: 245 shares; 2024Q1: 245 shares; 2024Q2: 248 shares; 2024Q3: 298 shares 298 $36.9K <0.01% +50 Timeline ESGD 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 744 shares; 2024Q1: 744 shares; 2024Q2: 610 shares; 2024Q3: 437 shares 437 $36.8K <0.01% -173 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: restricted; 2023Q2: 1,436 shares; 2023Q3: 1,380 shares; 2023Q4: 1,430 shares; 2024Q1: 1,430 shares; 2024Q2: 1,430 shares; 2024Q3: 1,430 shares 1,430 $36.6K <0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 343 shares; 2023Q3: 323 shares; 2023Q4: 323 shares; 2024Q1: 323 shares; 2024Q2: 323 shares; 2024Q3: 323 shares 323 $36.5K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 225 shares; 2023Q3: 215 shares; 2023Q4: 215 shares; 2024Q1: 215 shares; 2024Q2: 225 shares; 2024Q3: 229 shares 229 $36.4K <0.01% +4 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: restricted; 2023Q2: 182 shares; 2023Q3: 147 shares; 2023Q4: 147 shares; 2024Q1: 147 shares; 2024Q2: 143 shares; 2024Q3: 143 shares 143 $36.4K <0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,100 shares; 2023Q3: 3,100 shares; 2023Q4: 3,100 shares; 2024Q1: 3,100 shares; 2024Q2: 3,100 shares; 2024Q3: 3,100 shares 3,100 $36.2K <0.01% 0 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,200 shares; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares 1,200 $36.2K <0.01% 0 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 300 shares 300 $35.9K <0.01% new 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: restricted; 2023Q2: 3,758 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,438 shares; 2024Q3: 676 shares 676 $35.7K <0.01% -762 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 848 shares; 2023Q3: 793 shares; 2023Q4: 374 shares; 2024Q1: 528 shares; 2024Q2: 530 shares; 2024Q3: 779 shares 779 $35.6K <0.01% +249 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,660 shares; 2023Q3: 1,660 shares; 2023Q4: 1,660 shares; 2024Q1: 1,660 shares; 2024Q2: 1,660 shares; 2024Q3: 1,660 shares 1,660 $35.4K <0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,096 shares; 2023Q3: 1,096 shares; 2023Q4: 1,096 shares; 2024Q1: 528 shares; 2024Q2: 589 shares; 2024Q3: 589 shares 589 $35.1K <0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 360 shares; 2023Q3: 360 shares; 2023Q4: 360 shares; 2024Q1: 360 shares; 2024Q2: 360 shares; 2024Q3: 360 shares 360 $34.9K <0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 85 shares; 2023Q3: 85 shares; 2023Q4: 85 shares; 2024Q1: 97 shares; 2024Q2: 127 shares; 2024Q3: 127 shares 127 $34.3K <0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 1,400 shares; 2024Q1: 1,400 shares; 2024Q2: 1,400 shares; 2024Q3: 1,400 shares 1,400 $34.3K <0.01% 0 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $34.3K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 152 shares; 2023Q3: 155 shares; 2023Q4: 103 shares; 2024Q1: 103 shares; 2024Q2: 103 shares; 2024Q3: 107 shares 107 $33.9K <0.01% +4 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,214 shares; 2023Q3: 3,214 shares; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: 140 shares; 2024Q3: 630 shares 630 $33.8K <0.01% +490 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 250 shares; 2024Q3: 250 shares 250 $33.7K <0.01% 0 Timeline IAT 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: restricted; 2023Q2: 813 shares; 2023Q3: 708 shares; 2023Q4: 708 shares; 2024Q1: 708 shares; 2024Q2: 708 shares; 2024Q3: 708 shares 708 $33.7K <0.01% 0 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,791 shares; 2023Q3: 1,811 shares; 2023Q4: 1,811 shares; 2024Q1: 3,925 shares; 2024Q2: 3,905 shares; 2024Q3: 3,905 shares 3,905 $33.5K <0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 720 shares; 2023Q3: 407 shares; 2023Q4: 407 shares; 2024Q1: 407 shares; 2024Q2: 807 shares; 2024Q3: 807 shares 807 $33.2K <0.01% 0 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,618 shares; 2023Q3: 8,623 shares; 2023Q4: 8,628 shares; 2024Q1: 5,628 shares; 2024Q2: 5,607 shares; 2024Q3: 3,701 shares 3,701 $33.2K <0.01% -1,906 OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,559 shares; 2023Q3: 1,559 shares; 2023Q4: 1,559 shares; 2024Q1: 1,559 shares; 2024Q2: 1,559 shares; 2024Q3: 1,559 shares 1,559 $33.1K <0.01% 0 Timeline SHLS SHOALS TECHNOLOGIES GROUP IN More: the full row for SHOALS TECHNOLOGIES GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 29,272 shares; 2023Q3: 33,097 shares; 2023Q4: 32,055 shares; 2024Q1: 27,460 shares; 2024Q2: 13,030 shares; 2024Q3: 5,890 shares 5,890 $33K <0.01% -7,140 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 153 shares; 2023Q3: 153 shares; 2023Q4: 153 shares; 2024Q1: 153 shares; 2024Q2: 164 shares; 2024Q3: 153 shares 153 $32.9K <0.01% -11 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 200 shares 200 $32.8K <0.01% +125 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 603 shares; 2023Q3: 603 shares; 2023Q4: 603 shares; 2024Q1: 603 shares; 2024Q2: 603 shares; 2024Q3: 603 shares 603 $32.5K <0.01% 0 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 396 shares; 2023Q3: 396 shares; 2023Q4: 396 shares; 2024Q1: 396 shares; 2024Q2: 396 shares; 2024Q3: 396 shares 396 $32.4K <0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 214 shares; 2023Q3: 214 shares; 2023Q4: 214 shares; 2024Q1: 214 shares; 2024Q2: 214 shares; 2024Q3: 214 shares 214 $32K <0.01% 0 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,876 shares; 2023Q3: 2,039 shares; 2023Q4: 1,611 shares; 2024Q1: 743 shares; 2024Q2: 455 shares; 2024Q3: 290 shares 290 $31.9K <0.01% -165 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 420 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 221 shares; 2024Q3: 200 shares 200 $31.1K <0.01% -21 Timeline FLNA FILANA THERAPEUTICS INC More: the full row for FILANA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 1,050 shares; 2024Q2: 1,050 shares; 2024Q3: 1,050 shares 1,050 $30.9K <0.01% 0 Timeline LNKB LINKBANCORP INC More: the full row for LINKBANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,694 shares; 2024Q1: 4,719 shares; 2024Q2: 4,748 shares; 2024Q3: 4,776 shares 4,776 $30.6K <0.01% +28 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,055 shares; 2023Q3: 1,055 shares; 2023Q4: 1,025 shares; 2024Q1: 573 shares; 2024Q2: 945 shares; 2024Q3: 852 shares 852 $30.6K <0.01% -93 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,599 shares; 2023Q3: 2,775 shares; 2023Q4: 2,595 shares; 2024Q1: 2,595 shares; 2024Q2: 570 shares; 2024Q3: 280 shares 280 $30.5K <0.01% -290 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 625 shares 625 $30.3K <0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 121 shares; 2023Q3: 121 shares; 2023Q4: 121 shares; 2024Q1: 121 shares; 2024Q2: 121 shares; 2024Q3: 121 shares 121 $30.3K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 87 shares; 2024Q2: 87 shares; 2024Q3: 87 shares 87 $30.1K <0.01% 0 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares 1,000 $29.8K <0.01% new Timeline EWG 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: restricted; 2023Q2: 880 shares; 2023Q3: 880 shares; 2023Q4: 880 shares; 2024Q1: 880 shares; 2024Q2: 880 shares; 2024Q3: 880 shares 880 $29.8K <0.01% 0 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 271 shares 271 $29.5K <0.01% +246 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: restricted; 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 $29.5K <0.01% 0 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 250 shares; 2023Q4: 614 shares; 2024Q1: 614 shares; 2024Q2: 614 shares; 2024Q3: 614 shares 614 $29.5K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 490 shares; 2024Q2: 685 shares; 2024Q3: 815 shares 815 $29.4K <0.01% +130 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 136 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 316 shares 316 $29.4K <0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 332 shares; 2023Q3: 332 shares; 2023Q4: 332 shares; 2024Q1: 332 shares; 2024Q2: 332 shares; 2024Q3: 332 shares 332 $29.4K <0.01% 0 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares 1,200 $29.4K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: 53 shares; 2024Q1: 59 shares; 2024Q2: 33 shares; 2024Q3: 33 shares 33 $29.3K <0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 615 shares 615 $29.2K <0.01% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 106 shares; 2024Q2: 106 shares; 2024Q3: 106 shares 106 $29.2K <0.01% 0 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 750 shares; 2023Q3: 801 shares; 2023Q4: 801 shares; 2024Q1: 801 shares; 2024Q2: 801 shares; 2024Q3: 801 shares 801 $29.1K <0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 402 shares; 2023Q3: 402 shares; 2023Q4: 402 shares; 2024Q1: 402 shares; 2024Q2: 402 shares; 2024Q3: 402 shares 402 $29.1K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,271 shares; 2023Q3: 1,121 shares; 2023Q4: 621 shares; 2024Q1: 631 shares; 2024Q2: 781 shares; 2024Q3: 776 shares 776 $28.9K <0.01% -5 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: restricted; 2023Q2: 318 shares; 2023Q3: 390 shares; 2023Q4: 2,116 shares; 2024Q1: 415 shares; 2024Q2: 469 shares; 2024Q3: 362 shares 362 $28.5K <0.01% -107 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 210 shares; 2023Q3: 210 shares; 2023Q4: 210 shares; 2024Q1: 210 shares; 2024Q2: 210 shares; 2024Q3: 210 shares 210 $28.3K <0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,873 shares; 2023Q3: 1,873 shares; 2023Q4: 1,904 shares; 2024Q1: 1,976 shares; 2024Q2: 1,976 shares; 2024Q3: 873 shares 873 $28.1K <0.01% -1,103 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: restricted; 2023Q2: 560 shares; 2023Q3: 647 shares; 2023Q4: 504 shares; 2024Q1: 656 shares; 2024Q2: 766 shares; 2024Q3: 789 shares 789 $27.7K <0.01% +23 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,629 shares; 2024Q3: 2,629 shares 2,629 $27.5K <0.01% 0 Timeline XHE 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: restricted; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $27.2K <0.01% 0 Timeline PAWZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 569 shares; 2023Q3: 569 shares; 2023Q4: 569 shares; 2024Q1: 555 shares; 2024Q2: 455 shares; 2024Q3: 455 shares 455 $27.1K <0.01% 0 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: restricted; 2023Q2: 7,281 shares; 2023Q3: 7,056 shares; 2023Q4: 7,206 shares; 2024Q1: 8,106 shares; 2024Q2: 4,106 shares; 2024Q3: 3,391 shares 3,391 $26.7K <0.01% -715 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 98 shares; 2023Q3: 103 shares; 2023Q4: 98 shares; 2024Q1: 98 shares; 2024Q2: 68 shares; 2024Q3: 73 shares 73 $26.6K <0.01% +5 Timeline MGK 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: restricted; 2023Q2: 1,225 shares; 2023Q3: 355 shares; 2023Q4: 355 shares; 2024Q1: 975 shares; 2024Q2: 157 shares; 2024Q3: 82 shares 82 $26.4K <0.01% -75 Timeline VLT INVESCO HIGH INCOME TR II More: the full row for INVESCO HIGH INCOME TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,195 shares; 2023Q3: 1,228 shares; 2023Q4: 1,264 shares; 2024Q1: 2,177 shares; 2024Q2: 2,213 shares; 2024Q3: 2,248 shares 2,248 $25.9K <0.01% +35 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 309 shares; 2023Q3: 309 shares; 2023Q4: 309 shares; 2024Q1: 149 shares; 2024Q2: 149 shares; 2024Q3: 149 shares 149 $25.6K <0.01% 0 Timeline IDYA IDEAYA BIOSCIENCES INC More: the full row for IDEAYA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares 800 $25.3K <0.01% 0 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,139 shares; 2023Q3: 1,139 shares; 2023Q4: 1,139 shares; 2024Q1: 1,139 shares; 2024Q2: 1,139 shares; 2024Q3: 1,139 shares 1,139 $25.2K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 750 shares; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 500 shares; 2024Q3: 528 shares 528 $25.1K <0.01% +28 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: restricted; 2023Q2: 177 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 661 shares; 2024Q2: 661 shares; 2024Q3: 661 shares 661 $24.8K <0.01% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,256 shares; 2023Q3: 1,256 shares; 2023Q4: 1,256 shares; 2024Q1: 1,256 shares; 2024Q2: 1,256 shares; 2024Q3: 1,256 shares 1,256 $24.8K <0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 36 shares; 2024Q3: 200 shares 200 $24.7K <0.01% +164 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: restricted; 2023Q2: 999 shares; 2023Q3: 840 shares; 2023Q4: 840 shares; 2024Q1: 870 shares; 2024Q2: 844 shares; 2024Q3: 1,072 shares 1,072 $24.6K <0.01% +228 Timeline URA 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: restricted; 2023Q2: 1,386 shares; 2023Q3: 1,386 shares; 2023Q4: 1,386 shares; 2024Q1: 942 shares; 2024Q2: 861 shares; 2024Q3: 861 shares 861 $24.6K <0.01% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 450 shares; 2024Q2: 400 shares; 2024Q3: 350 shares 350 $24.6K <0.01% -50 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 115 shares; 2023Q3: 115 shares; 2023Q4: 115 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares 125 $24.2K <0.01% 0 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 685 shares; 2023Q3: 685 shares; 2023Q4: 685 shares; 2024Q1: 685 shares; 2024Q2: 685 shares; 2024Q3: 685 shares 685 $24.2K <0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,684 shares; 2023Q3: 2,686 shares; 2023Q4: 2,699 shares; 2024Q1: 2,690 shares; 2024Q2: 622 shares; 2024Q3: 624 shares 624 $24.1K <0.01% +2 Timeline BUG 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: restricted; 2023Q2: 775 shares; 2023Q3: 775 shares; 2023Q4: 775 shares; 2024Q1: 775 shares; 2024Q2: 775 shares; 2024Q3: 775 shares 775 $24K <0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 192 shares; 2023Q3: 179 shares; 2023Q4: 179 shares; 2024Q1: 179 shares; 2024Q2: 179 shares; 2024Q3: 179 shares 179 $23.6K <0.01% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $23.3K <0.01% 0 Timeline GNR 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: restricted; 2023Q2: 402 shares; 2023Q3: 402 shares; 2023Q4: 402 shares; 2024Q1: 402 shares; 2024Q2: 402 shares; 2024Q3: 402 shares 402 $23.2K <0.01% 0 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 612 shares; 2023Q3: 614 shares; 2023Q4: 616 shares; 2024Q1: 619 shares; 2024Q2: 621 shares; 2024Q3: 623 shares 623 $23K <0.01% +2 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 515 shares; 2024Q3: 515 shares 515 $23K <0.01% 0 Timeline NUS NU SKIN ENTERPRISES INC More: the full row for NU SKIN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,075 shares; 2024Q2: 3,088 shares; 2024Q3: 3,113 shares 3,113 $22.9K <0.01% +25 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: restricted; 2023Q2: 65 shares; 2023Q3: 65 shares; 2023Q4: 65 shares; 2024Q1: 89 shares; 2024Q2: 114 shares; 2024Q3: 114 shares 114 $22.9K <0.01% 0 Timeline ITA 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: restricted; 2023Q2: 326 shares; 2023Q3: 326 shares; 2023Q4: 151 shares; 2024Q1: 151 shares; 2024Q2: 152 shares; 2024Q3: 152 shares 152 $22.7K <0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 118 shares; 2024Q2: 172 shares; 2024Q3: 172 shares 172 $22.5K <0.01% 0 Timeline EFAV 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: restricted; 2023Q2: 2,552 shares; 2023Q3: 292 shares; 2023Q4: 292 shares; 2024Q1: 292 shares; 2024Q2: 292 shares; 2024Q3: 292 shares 292 $22.4K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,490 shares; 2023Q3: 3,140 shares; 2023Q4: 340 shares; 2024Q1: 390 shares; 2024Q2: 390 shares; 2024Q3: 390 shares 390 $22.3K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares 7 $22.1K <0.01% 0 Timeline FCOM 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: restricted; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $22K <0.01% 0 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $22K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,459 shares; 2023Q3: 3,706 shares; 2023Q4: 3,858 shares; 2024Q1: 3,872 shares; 2024Q2: 2,927 shares; 2024Q3: 2,645 shares 2,645 $21.8K <0.01% -282 Timeline CUT 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: restricted; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares 600 $21.5K <0.01% 0 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 500 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $21.1K <0.01% 0 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $21.1K <0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 26,118 shares; 2023Q3: 16,795 shares; 2023Q4: 11,806 shares; 2024Q1: 7,222 shares; 2024Q2: 4,556 shares; 2024Q3: 2,102 shares 2,102 $21.1K <0.01% -2,454 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 975 shares; 2023Q3: 975 shares; 2023Q4: 975 shares; 2024Q1: 975 shares; 2024Q2: 975 shares; 2024Q3: 975 shares 975 $21K <0.01% 0 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2 shares; 2024Q1: not reported; 2024Q2: 309 shares; 2024Q3: 309 shares 309 $20.7K <0.01% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 192 shares; 2023Q3: 192 shares; 2023Q4: 192 shares; 2024Q1: 192 shares; 2024Q2: 192 shares; 2024Q3: 192 shares 192 $20.6K <0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,051 shares; 2023Q3: 2,051 shares; 2023Q4: 2,051 shares; 2024Q1: 2,051 shares; 2024Q2: 2,051 shares; 2024Q3: 2,051 shares 2,051 $20.6K <0.01% 0 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,096 shares; 2023Q3: 2,096 shares; 2023Q4: 2,096 shares; 2024Q1: 2,096 shares; 2024Q2: 2,096 shares; 2024Q3: 2,096 shares 2,096 $20.1K <0.01% 0 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 792 shares; 2023Q3: 792 shares; 2023Q4: 792 shares; 2024Q1: 792 shares; 2024Q2: 792 shares; 2024Q3: 633 shares 633 $20.1K <0.01% -159 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 27,567 shares; 2023Q3: 10,827 shares; 2023Q4: 1,026 shares; 2024Q1: 416 shares; 2024Q2: 356 shares; 2024Q3: 300 shares 300 $19.8K <0.01% -56 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 691 shares; 2023Q3: 829 shares; 2023Q4: 756 shares; 2024Q1: 757 shares; 2024Q2: 757 shares; 2024Q3: 851 shares 851 $19.7K <0.01% +94 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,468 shares; 2024Q1: 1,468 shares; 2024Q2: 1,468 shares; 2024Q3: 1,468 shares 1,468 $19.7K <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 63 shares; 2023Q3: 73 shares; 2023Q4: 70 shares; 2024Q1: 77 shares; 2024Q2: 60 shares; 2024Q3: 60 shares 60 $19.4K <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 307 shares; 2023Q3: 324 shares; 2023Q4: 324 shares; 2024Q1: 324 shares; 2024Q2: 224 shares; 2024Q3: 224 shares 224 $18.9K <0.01% 0 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 254 shares; 2024Q3: 254 shares 254 $18.9K <0.01% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 124 shares; 2023Q3: 324 shares; 2023Q4: 324 shares; 2024Q1: 294 shares; 2024Q2: 294 shares; 2024Q3: 244 shares 244 $18.9K <0.01% -50 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 490 shares; 2023Q3: 350 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 268 shares; 2024Q3: 250 shares 250 $18.6K <0.01% -18 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 198 shares; 2023Q3: 198 shares; 2023Q4: 198 shares; 2024Q1: 198 shares; 2024Q2: 198 shares; 2024Q3: 198 shares 198 $18.6K <0.01% 0 Timeline EMXC 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 304 shares; 2024Q2: 304 shares; 2024Q3: 304 shares 304 $18.6K <0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,550 shares; 2023Q3: 1,550 shares; 2023Q4: 1,550 shares; 2024Q1: 1,550 shares; 2024Q2: 1,550 shares; 2024Q3: 1,550 shares 1,550 $18.6K <0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 63 shares; 2023Q4: 63 shares; 2024Q1: 79 shares; 2024Q2: not reported; 2024Q3: 500 shares 500 $18.3K <0.01% new Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 238 shares; 2024Q1: 238 shares; 2024Q2: 238 shares; 2024Q3: 238 shares 238 $18.2K <0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 264 shares; 2024Q2: 264 shares; 2024Q3: 264 shares 264 $18K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 18 shares; 2023Q3: 60 shares; 2023Q4: not reported; 2024Q1: 25 shares; 2024Q2: 54 shares; 2024Q3: 254 shares 254 $17.9K <0.01% +200 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 148 shares; 2023Q3: 79 shares; 2023Q4: 79 shares; 2024Q1: 79 shares; 2024Q2: 79 shares; 2024Q3: 79 shares 79 $17.9K <0.01% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 389 shares; 2023Q3: 389 shares; 2023Q4: 589 shares; 2024Q1: 593 shares; 2024Q2: 589 shares; 2024Q3: 589 shares 589 $17.9K <0.01% 0 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 175 shares; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares 175 $17.9K <0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 235 shares; 2023Q3: 235 shares; 2023Q4: 235 shares; 2024Q1: 235 shares; 2024Q2: 235 shares; 2024Q3: 235 shares 235 $17.5K <0.01% 0 Timeline SGOV 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 174 shares 174 $17.5K <0.01% new Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 13 shares; 2024Q2: 43 shares; 2024Q3: 43 shares 43 $17.5K <0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares 75 $17.5K <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: restricted; 2023Q2: 181 shares; 2023Q3: 128 shares; 2023Q4: 128 shares; 2024Q1: 128 shares; 2024Q2: 297 shares; 2024Q3: 268 shares 268 $17K <0.01% -29 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 106 shares; 2024Q3: 106 shares 106 $16.8K <0.01% 0 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 900 shares; 2023Q3: 900 shares; 2023Q4: 900 shares; 2024Q1: 900 shares; 2024Q2: 900 shares; 2024Q3: 900 shares 900 $16.7K <0.01% 0 Timeline VERVE THERAPEUTICS INC VERVE THERAPEUTICS INC More: the full row for VERVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,200 shares; 2023Q3: 2,200 shares; 2023Q4: 2,200 shares; 2024Q1: 2,600 shares; 2024Q2: 2,600 shares; 2024Q3: 3,400 shares 3,400 $16.5K <0.01% +800 ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 121 shares; 2023Q3: 76 shares; 2023Q4: 26 shares; 2024Q1: 249 shares; 2024Q2: 126 shares; 2024Q3: 126 shares 126 $16.4K <0.01% 0 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $16.4K <0.01% 0 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 342 shares; 2023Q4: 342 shares; 2024Q1: 342 shares; 2024Q2: 342 shares; 2024Q3: 342 shares 342 $16.4K <0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,895 shares; 2023Q3: 10,895 shares; 2023Q4: 5,495 shares; 2024Q1: 5,495 shares; 2024Q2: 5,495 shares; 2024Q3: 3,745 shares 3,745 $16.4K <0.01% -1,750 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 60 shares; 2023Q4: 216 shares; 2024Q1: 866 shares; 2024Q2: 866 shares; 2024Q3: 670 shares 670 $16.2K <0.01% -196 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 401 shares; 2024Q2: 401 shares; 2024Q3: 400 shares 400 $15.9K <0.01% -1 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 345 shares; 2023Q3: 345 shares; 2023Q4: 345 shares; 2024Q1: 345 shares; 2024Q2: 345 shares; 2024Q3: 345 shares 345 $15.8K <0.01% 0 Timeline ESGU 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 318 shares; 2024Q2: 125 shares; 2024Q3: 125 shares 125 $15.8K <0.01% 0 Timeline IYE 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: restricted; 2023Q2: 658 shares; 2023Q3: 658 shares; 2023Q4: 540 shares; 2024Q1: 340 shares; 2024Q2: 340 shares; 2024Q3: 340 shares 340 $15.8K <0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17 shares; 2024Q3: 17 shares 17 $15.7K <0.01% 0 Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,720 shares; 2023Q3: 2,530 shares; 2023Q4: 1,309 shares; 2024Q1: 1,069 shares; 2024Q2: 994 shares; 2024Q3: 844 shares 844 $15.6K <0.01% -150 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $15.6K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 148 shares; 2023Q3: 296 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 296 shares; 2024Q3: 296 shares 296 $15.5K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 355 shares; 2023Q3: 855 shares; 2023Q4: 1,143 shares; 2024Q1: 1,143 shares; 2024Q2: 1,145 shares; 2024Q3: 395 shares 395 $15.4K <0.01% -750 Timeline DIREXION SHS ETF TR DIREXION SHS ETF TR More: the full row for DIREXION SHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 264 shares; 2023Q4: 264 shares; 2024Q1: 264 shares; 2024Q2: 264 shares; 2024Q3: 264 shares 264 $15.4K <0.01% 0 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,473 shares; 2024Q1: not reported; 2024Q2: 231 shares; 2024Q3: 168 shares 168 $15.4K <0.01% -63 Timeline IWY 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1 shares; 2024Q2: 58 shares; 2024Q3: 70 shares 70 $15.4K <0.01% +12 Timeline CZNC CITIZENS & NORTHN CORP More: the full row for CITIZENS & NORTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 782 shares; 2023Q3: 782 shares; 2023Q4: 782 shares; 2024Q1: 782 shares; 2024Q2: 782 shares; 2024Q3: 782 shares 782 $15.4K <0.01% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 264 shares; 2024Q2: 337 shares; 2024Q3: 267 shares 267 $15.4K <0.01% -70 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 43 shares; 2023Q3: 43 shares; 2023Q4: 43 shares; 2024Q1: 43 shares; 2024Q2: 53 shares; 2024Q3: 53 shares 53 $15.3K <0.01% 0 Timeline COMT 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: restricted; 2023Q2: 588 shares; 2023Q3: 588 shares; 2023Q4: 588 shares; 2024Q1: 588 shares; 2024Q2: 588 shares; 2024Q3: 588 shares 588 $15.2K <0.01% 0 Timeline ITB 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: restricted; 2023Q2: 66 shares; 2023Q3: 119 shares; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: 119 shares; 2024Q3: 119 shares 119 $15.1K <0.01% 0 Timeline FDVV 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 292 shares; 2024Q1: 295 shares; 2024Q2: 297 shares; 2024Q3: 298 shares 298 $15.1K <0.01% +1 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 100 shares; 2023Q3: 150 shares; 2023Q4: 183 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $15K <0.01% 0 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 810 shares; 2024Q3: 810 shares 810 $15K <0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 49 shares; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares; 2024Q2: 58 shares; 2024Q3: 97 shares 97 $15K <0.01% +39 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: restricted; 2023Q2: 54 shares; 2023Q3: 54 shares; 2023Q4: 54 shares; 2024Q1: 216 shares; 2024Q2: 216 shares; 2024Q3: 216 shares 216 $14.9K <0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 166 shares; 2024Q2: 165 shares; 2024Q3: 150 shares 150 $14.7K <0.01% -15 Timeline TELLURIAN INC NEW TELLURIAN INC NEW More: the full row for TELLURIAN INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,690 shares; 2023Q3: 10,050 shares; 2023Q4: 15,970 shares; 2024Q1: 16,170 shares; 2024Q2: 15,120 shares; 2024Q3: 15,120 shares 15,120 $14.6K <0.01% 0 XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,050 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 101 shares; 2024Q3: 161 shares 161 $14.6K <0.01% +60 Timeline SDVY 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: restricted; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $14.6K <0.01% 0 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 221 shares; 2024Q1: 288 shares; 2024Q2: 288 shares; 2024Q3: 307 shares 307 $14.4K <0.01% +19 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,750 shares; 2024Q2: 600 shares; 2024Q3: 600 shares 600 $14.4K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 250 shares; 2023Q3: 259 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 200 shares 200 $14.3K <0.01% -50 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,600 shares; 2023Q3: 1,600 shares; 2023Q4: 1,600 shares; 2024Q1: 1,600 shares; 2024Q2: 1,600 shares; 2024Q3: 1,600 shares 1,600 $14.3K <0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 602 shares; 2023Q3: 602 shares; 2023Q4: 602 shares; 2024Q1: 602 shares; 2024Q2: 177 shares; 2024Q3: 177 shares 177 $14.2K <0.01% 0 Timeline UNITED STATES STL CORP NEW UNITED STATES STL CORP NEW More: the full row for UNITED STATES STL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $14.1K <0.01% 0 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: restricted; 2023Q2: 119 shares; 2023Q3: 119 shares; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: 117 shares; 2024Q3: 119 shares 119 $13.9K <0.01% +2 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 80 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 80 shares; 2024Q3: 80 shares 80 $13.9K <0.01% 0 Timeline OEF 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: restricted; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $13.8K <0.01% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 381 shares; 2024Q2: 563 shares; 2024Q3: 563 shares 563 $13.8K <0.01% 0 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 454 shares; 2023Q3: 204 shares; 2023Q4: 204 shares; 2024Q1: 204 shares; 2024Q2: 204 shares; 2024Q3: 204 shares 204 $13.2K <0.01% 0 EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 201 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $13.1K <0.01% 0 Timeline MATTERPORT INC MATTERPORT INC More: the full row for MATTERPORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,900 shares; 2023Q3: 2,900 shares; 2023Q4: 2,900 shares; 2024Q1: 2,900 shares; 2024Q2: 2,900 shares; 2024Q3: 2,900 shares 2,900 $13.1K <0.01% 0 ISCV 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: restricted; 2023Q2: not reported; 2023Q3: 204 shares; 2023Q4: 204 shares; 2024Q1: 204 shares; 2024Q2: 204 shares; 2024Q3: 204 shares 204 $12.9K <0.01% 0 Timeline PIO 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: restricted; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $12.9K <0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 151 shares; 2023Q3: 151 shares; 2023Q4: 180 shares; 2024Q1: 196 shares; 2024Q2: 195 shares; 2024Q3: 180 shares 180 $12.6K <0.01% -15 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,315 shares; 2023Q3: 1,104 shares; 2023Q4: 1,004 shares; 2024Q1: 1,184 shares; 2024Q2: 2,184 shares; 2024Q3: 2,184 shares 2,184 $12.6K <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: restricted; 2023Q2: 750 shares; 2023Q3: 1,100 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $12.5K <0.01% 0 BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 23 shares; 2023Q3: 23 shares; 2023Q4: 23 shares; 2024Q1: 63 shares; 2024Q2: 111 shares; 2024Q3: 63 shares 63 $12.2K <0.01% -48 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 65 shares; 2023Q3: 65 shares; 2023Q4: 65 shares; 2024Q1: 65 shares; 2024Q2: 65 shares; 2024Q3: 65 shares 65 $12.2K <0.01% 0 Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $12.2K <0.01% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 51 shares; 2023Q3: 51 shares; 2023Q4: 51 shares; 2024Q1: 51 shares; 2024Q2: 51 shares; 2024Q3: 256 shares 256 $12.1K <0.01% +205 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares 600 $12.1K <0.01% 0 Timeline EDV 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 150 shares 150 $12K <0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 115 shares; 2023Q3: 113 shares; 2023Q4: 112 shares; 2024Q1: 81 shares; 2024Q2: 101 shares; 2024Q3: 101 shares 101 $11.9K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 376 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 832 shares; 2024Q3: 575 shares 575 $11.8K <0.01% -257 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 24 shares; 2023Q3: 24 shares; 2023Q4: 24 shares; 2024Q1: 133 shares; 2024Q2: 313 shares; 2024Q3: 172 shares 172 $11.7K <0.01% -141 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 235 shares 235 $11.6K <0.01% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 120 shares; 2024Q2: 120 shares; 2024Q3: 75 shares 75 $11.6K <0.01% -45 Timeline CBNK CAPITAL BANCORP INC MD More: the full row for CAPITAL BANCORP INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,323 shares; 2023Q3: 5,823 shares; 2023Q4: 1,450 shares; 2024Q1: 950 shares; 2024Q2: 450 shares; 2024Q3: 450 shares 450 $11.6K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 60 shares; 2024Q3: 60 shares 60 $11.5K <0.01% 0 Timeline Grayscale Bitcoin Minitrust… Grayscale Bitcoin Minitrust ETF More: the full row for Grayscale Bitcoin Minitrust ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,041 shares 2,041 $11.5K <0.01% new EBIZ 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: restricted; 2023Q2: 417 shares; 2023Q3: 417 shares; 2023Q4: 417 shares; 2024Q1: 417 shares; 2024Q2: 417 shares; 2024Q3: 418 shares 418 $11.5K <0.01% +1 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 480 shares 480 $11.5K <0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 135 shares; 2023Q3: 210 shares; 2023Q4: 183 shares; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares 135 $11.3K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 210 shares; 2023Q3: 115 shares; 2023Q4: 117 shares; 2024Q1: 117 shares; 2024Q2: 117 shares; 2024Q3: 115 shares 115 $11.1K <0.01% -2 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 75 shares 75 $11.1K <0.01% new Timeline GRAYSCALE ETHEREUM MINI STA… GRAYSCALE ETHEREUM MINI STAKING E… More: the full row for GRAYSCALE ETHEREUM MINI STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,544 shares 4,544 $11.1K <0.01% new UHT UNIVERSAL HEALTH RLTY INCOME More: the full row for UNIVERSAL HEALTH RLTY INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 242 shares; 2023Q3: 242 shares; 2023Q4: 242 shares; 2024Q1: 242 shares; 2024Q2: 242 shares; 2024Q3: 242 shares 242 $11.1K <0.01% 0 Timeline OLD POINT FINL CORP OLD POINT FINL CORP More: the full row for OLD POINT FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 540 shares; 2023Q3: 544 shares; 2023Q4: 548 shares; 2024Q1: 552 shares; 2024Q2: 562 shares; 2024Q3: 566 shares 566 $10.9K <0.01% +4 DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 350 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares 250 $10.9K <0.01% 0 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 944 shares; 2023Q3: 944 shares; 2023Q4: 944 shares; 2024Q1: 1,187 shares; 2024Q2: 851 shares; 2024Q3: 851 shares 851 $10.9K <0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37 shares; 2024Q3: 87 shares 87 $10.8K <0.01% +50 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: restricted; 2023Q2: 97 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 40 shares; 2024Q2: 27 shares; 2024Q3: 227 shares 227 $10.7K <0.01% +200 Timeline LIT 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: restricted; 2023Q2: 781 shares; 2023Q3: 782 shares; 2023Q4: 342 shares; 2024Q1: 343 shares; 2024Q2: 343 shares; 2024Q3: 244 shares 244 $10.6K <0.01% -99 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 99 shares; 2023Q3: 99 shares; 2023Q4: 99 shares; 2024Q1: 99 shares; 2024Q2: 99 shares; 2024Q3: 99 shares 99 $10.6K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 39 shares; 2023Q3: 39 shares; 2023Q4: 39 shares; 2024Q1: 39 shares; 2024Q2: 39 shares; 2024Q3: 39 shares 39 $10.3K <0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 161 shares; 2023Q3: 171 shares; 2023Q4: 81 shares; 2024Q1: 81 shares; 2024Q2: 73 shares; 2024Q3: 73 shares 73 $10.2K <0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 591 shares; 2023Q3: 591 shares; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: 42 shares; 2024Q3: 42 shares 42 $10.1K <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: restricted; 2023Q2: 957 shares; 2023Q3: 957 shares; 2023Q4: 957 shares; 2024Q1: 957 shares; 2024Q2: 957 shares; 2024Q3: 957 shares 957 $10.1K <0.01% 0 Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,610 shares; 2023Q3: 2,605 shares; 2023Q4: 2,455 shares; 2024Q1: 2,455 shares; 2024Q2: 2,165 shares; 2024Q3: 715 shares 715 $10.1K <0.01% -1,450 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 438 shares; 2024Q3: 499 shares 499 $10K <0.01% +61 Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 156 shares; 2023Q3: 156 shares; 2023Q4: 156 shares; 2024Q1: 156 shares; 2024Q2: 156 shares; 2024Q3: 156 shares 156 $10K <0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 68 shares; 2023Q3: 68 shares; 2023Q4: 68 shares; 2024Q1: 68 shares; 2024Q2: 121 shares; 2024Q3: 68 shares 68 $9.95K <0.01% -53 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 737 shares; 2023Q3: 737 shares; 2023Q4: 737 shares; 2024Q1: 737 shares; 2024Q2: 487 shares; 2024Q3: 229 shares 229 $9.93K <0.01% -258 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares 1 $9.81K <0.01% 0 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $9.72K <0.01% 0 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 113 shares; 2023Q3: 113 shares; 2023Q4: 113 shares; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 63 shares 63 $9.59K <0.01% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 418 shares; 2023Q3: 418 shares; 2023Q4: 322 shares; 2024Q1: 282 shares; 2024Q2: 474 shares; 2024Q3: 282 shares 282 $9.52K <0.01% -192 Timeline XHB 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares 75 $9.34K <0.01% 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 60 shares; 2024Q3: 80 shares 80 $9.31K <0.01% +20 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 305 shares; 2023Q3: 305 shares; 2023Q4: 305 shares; 2024Q1: 305 shares; 2024Q2: 305 shares; 2024Q3: 305 shares 305 $9.26K <0.01% 0 Timeline HYDR 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 357 shares; 2024Q3: 357 shares 357 $9.12K <0.01% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 600 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $9.01K <0.01% 0 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 240 shares; 2024Q2: 240 shares; 2024Q3: 240 shares 240 $9.01K <0.01% 0 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 172 shares; 2024Q2: 172 shares; 2024Q3: 172 shares 172 $8.97K <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: restricted; 2023Q2: 92 shares; 2023Q3: 218 shares; 2023Q4: 218 shares; 2024Q1: 218 shares; 2024Q2: 238 shares; 2024Q3: 170 shares 170 $8.94K <0.01% -68 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 65 shares; 2024Q2: 91 shares; 2024Q3: 65 shares 65 $8.84K <0.01% -26 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 630 shares; 2023Q3: 630 shares; 2023Q4: 630 shares; 2024Q1: 630 shares; 2024Q2: 630 shares; 2024Q3: 630 shares 630 $8.76K <0.01% 0 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 199 shares; 2023Q3: 199 shares; 2023Q4: 199 shares; 2024Q1: 199 shares; 2024Q2: 199 shares; 2024Q3: 199 shares 199 $8.71K <0.01% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 184 shares; 2024Q1: 102 shares; 2024Q2: 102 shares; 2024Q3: 90 shares 90 $8.7K <0.01% -12 Timeline ANGL 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: restricted; 2023Q2: 274 shares; 2023Q3: 278 shares; 2023Q4: 282 shares; 2024Q1: 286 shares; 2024Q2: 291 shares; 2024Q3: 295 shares 295 $8.69K <0.01% +4 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 413 shares 413 $8.68K <0.01% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 129 shares; 2024Q2: 129 shares; 2024Q3: 129 shares 129 $8.68K <0.01% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,046 shares; 2024Q3: 207 shares 207 $8.64K <0.01% -839 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 130 shares; 2023Q3: 130 shares; 2023Q4: 130 shares; 2024Q1: 130 shares; 2024Q2: 130 shares; 2024Q3: 130 shares 130 $8.56K <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: restricted; 2023Q2: 20 shares; 2023Q3: 137 shares; 2023Q4: 20 shares; 2024Q1: 39 shares; 2024Q2: 48 shares; 2024Q3: 48 shares 48 $8.55K <0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares 135 $8.55K <0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 29 shares; 2024Q3: 29 shares 29 $8.53K <0.01% 0 Timeline TLH 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: restricted; 2023Q2: not reported; 2023Q3: 78 shares; 2023Q4: 78 shares; 2024Q1: 78 shares; 2024Q2: 78 shares; 2024Q3: 78 shares 78 $8.53K <0.01% 0 Timeline IDV 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: restricted; 2023Q2: 281 shares; 2023Q3: 281 shares; 2023Q4: 281 shares; 2024Q1: 281 shares; 2024Q2: 281 shares; 2024Q3: 281 shares 281 $8.49K <0.01% 0 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 187 shares; 2023Q3: 187 shares; 2023Q4: 187 shares; 2024Q1: 187 shares; 2024Q2: 187 shares; 2024Q3: 187 shares 187 $8.46K <0.01% 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: restricted; 2023Q2: 286 shares; 2023Q3: 286 shares; 2023Q4: 286 shares; 2024Q1: 286 shares; 2024Q2: 286 shares; 2024Q3: 286 shares 286 $8.45K <0.01% 0 Timeline AFK 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: restricted; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $8.39K <0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 857 shares; 2023Q3: 1,229 shares; 2023Q4: 1,339 shares; 2024Q1: 4,689 shares; 2024Q2: 5,692 shares; 2024Q3: 69 shares 69 $8.25K <0.01% -5,623 Timeline CNRG 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: restricted; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares 125 $8.22K <0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 227 shares; 2023Q3: 226 shares; 2023Q4: 226 shares; 2024Q1: 226 shares; 2024Q2: 226 shares; 2024Q3: 226 shares 226 $8.18K <0.01% 0 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $8.16K <0.01% 0 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 75 shares; 2024Q2: 475 shares; 2024Q3: 75 shares 75 $8.15K <0.01% -400 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 180 shares; 2024Q3: 180 shares 180 $8.13K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,898 shares; 2023Q3: 651 shares; 2023Q4: 849 shares; 2024Q1: 546 shares; 2024Q2: 579 shares; 2024Q3: 700 shares 700 $8.13K <0.01% +121 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 97 shares; 2023Q3: 97 shares; 2023Q4: 77 shares; 2024Q1: 62 shares; 2024Q2: 62 shares; 2024Q3: 62 shares 62 $8.08K <0.01% 0 Timeline TDIV 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: restricted; 2023Q2: 2,100 shares; 2023Q3: 2,100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $8.03K <0.01% 0 Timeline EWJ 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: restricted; 2023Q2: 112 shares; 2023Q3: 112 shares; 2023Q4: 112 shares; 2024Q1: 112 shares; 2024Q2: 211 shares; 2024Q3: 111 shares 111 $7.94K <0.01% -100 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares; 2024Q2: 225 shares; 2024Q3: 225 shares 225 $7.88K <0.01% 0 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 380 shares 380 $7.69K <0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 249 shares; 2023Q4: 235 shares; 2024Q1: 270 shares; 2024Q2: 310 shares; 2024Q3: 330 shares 330 $7.63K <0.01% +20 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 322 shares; 2023Q3: 322 shares; 2023Q4: 207 shares; 2024Q1: 167 shares; 2024Q2: 376 shares; 2024Q3: 120 shares 120 $7.61K <0.01% -256 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $7.54K <0.01% 0 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares 800 $7.51K <0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 261 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $7.38K <0.01% 0 Timeline INVESTMENT MANAGERS SER TR I INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $7.37K <0.01% 0 RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 517 shares; 2023Q3: 517 shares; 2023Q4: 517 shares; 2024Q1: 517 shares; 2024Q2: 517 shares; 2024Q3: 517 shares 517 $7.33K <0.01% 0 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 223 shares; 2023Q3: 223 shares; 2023Q4: 223 shares; 2024Q1: 345 shares; 2024Q2: not reported; 2024Q3: 321 shares 321 $7.26K <0.01% new Timeline IXC 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 178 shares; 2024Q2: 178 shares; 2024Q3: 178 shares 178 $7.21K <0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares 60 $7.17K <0.01% 0 Timeline FiscalNote Holdings Inc FiscalNote Holdings Inc More: the full row for FiscalNote Holdings Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,549 shares; 2024Q3: 5,549 shares 5,549 $7.1K <0.01% 0 ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 123 shares; 2023Q3: 123 shares; 2023Q4: 123 shares; 2024Q1: 123 shares; 2024Q2: 123 shares; 2024Q3: 123 shares 123 $7.03K <0.01% 0 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 138 shares; 2023Q3: 141 shares; 2023Q4: 143 shares; 2024Q1: 146 shares; 2024Q2: 148 shares; 2024Q3: 151 shares 151 $7.02K <0.01% +3 Timeline EZU 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 133 shares; 2024Q3: 133 shares 133 $6.95K <0.01% 0 Timeline GDRX GOODRX HLDGS INC More: the full row for GOODRX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,100 shares; 2023Q4: 1,200 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $6.94K <0.01% 0 Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 427 shares; 2024Q3: 437 shares 437 $6.92K <0.01% +10 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 362 shares; 2024Q3: 99 shares 99 $6.9K <0.01% -263 Timeline PXH 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: restricted; 2023Q2: 2,028 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 312 shares; 2024Q2: 312 shares; 2024Q3: 312 shares 312 $6.85K <0.01% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 75 shares 75 $6.76K <0.01% new Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $6.75K <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: restricted; 2023Q2: 205 shares; 2023Q3: 217 shares; 2023Q4: 247 shares; 2024Q1: 212 shares; 2024Q2: 78 shares; 2024Q3: 53 shares 53 $6.72K <0.01% -25 Timeline EEMA 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: restricted; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 85 shares; 2024Q2: 85 shares; 2024Q3: 85 shares 85 $6.66K <0.01% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 201 shares 201 $6.59K <0.01% +1 Timeline EMNT 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: restricted; 2023Q2: not reported; 2023Q3: 66 shares; 2023Q4: 66 shares; 2024Q1: 66 shares; 2024Q2: 66 shares; 2024Q3: 66 shares 66 $6.53K <0.01% 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: restricted; 2023Q2: 773 shares; 2023Q3: 718 shares; 2023Q4: 164 shares; 2024Q1: 164 shares; 2024Q2: 164 shares; 2024Q3: 164 shares 164 $6.33K <0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 18 shares; 2023Q3: 69 shares; 2023Q4: 71 shares; 2024Q1: 71 shares; 2024Q2: 69 shares; 2024Q3: 69 shares 69 $6.29K <0.01% 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: restricted; 2023Q2: 817 shares; 2023Q3: 1,083 shares; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: 64 shares; 2024Q3: 64 shares 64 $6.28K <0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 57 shares; 2024Q2: 57 shares; 2024Q3: 57 shares 57 $6.24K <0.01% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 618 shares; 2023Q3: 698 shares; 2023Q4: not reported; 2024Q1: 169 shares; 2024Q2: 1,704 shares; 2024Q3: 185 shares 185 $6.24K <0.01% -1,519 Timeline IBUY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $6.1K <0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 347 shares; 2023Q3: 128 shares; 2023Q4: 128 shares; 2024Q1: 128 shares; 2024Q2: 128 shares; 2024Q3: 128 shares 128 $6.08K <0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 160 shares; 2023Q3: 160 shares; 2023Q4: 160 shares; 2024Q1: 160 shares; 2024Q2: 160 shares; 2024Q3: 160 shares 160 $6K <0.01% 0 Timeline SCYX SCYNEXIS INC More: the full row for SCYNEXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,000 shares; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares 4,000 $5.96K <0.01% 0 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 106 shares; 2023Q3: 106 shares; 2023Q4: 106 shares; 2024Q1: 106 shares; 2024Q2: 106 shares; 2024Q3: 106 shares 106 $5.95K <0.01% 0 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 310 shares; 2023Q3: 310 shares; 2023Q4: 310 shares; 2024Q1: 310 shares; 2024Q2: 310 shares; 2024Q3: 310 shares 310 $5.92K <0.01% 0 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $5.91K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares 75 $5.9K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,305 shares; 2023Q3: 1,505 shares; 2023Q4: 305 shares; 2024Q1: 305 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $5.81K <0.01% 0 Timeline BLCO BAUSCH PLUS LOMB CORP More: the full row for BAUSCH PLUS LOMB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 300 shares 300 $5.79K <0.01% new Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 175 shares; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares 175 $5.73K <0.01% 0 Timeline DRVN DRIVEN BRANDS HLDGS INC More: the full row for DRIVEN BRANDS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 400 shares; 2024Q2: 600 shares; 2024Q3: 400 shares 400 $5.71K <0.01% -200 Timeline POWR 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 230 shares 230 $5.71K <0.01% new Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,675 shares; 2023Q3: 3,500 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $5.66K <0.01% 0 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 500 shares 500 $5.57K <0.01% new Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 398 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares 200 $5.52K <0.01% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 132 shares; 2024Q3: 132 shares 132 $5.42K <0.01% 0 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,125 shares; 2023Q3: 1,125 shares; 2023Q4: 1,125 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares 600 $5.41K <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,271 shares; 2023Q3: 121 shares; 2023Q4: 121 shares; 2024Q1: 259 shares; 2024Q2: 121 shares; 2024Q3: 121 shares 121 $5.41K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9 shares; 2023Q3: 67 shares; 2023Q4: 77 shares; 2024Q1: 77 shares; 2024Q2: 72 shares; 2024Q3: 72 shares 72 $5.27K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 87 shares; 2024Q2: 257 shares; 2024Q3: 55 shares 55 $5.27K <0.01% -202 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 547 shares; 2023Q3: 547 shares; 2023Q4: 547 shares; 2024Q1: 17 shares; 2024Q2: 1,480 shares; 2024Q3: 136 shares 136 $5.19K <0.01% -1,344 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 120 shares; 2024Q3: 120 shares 120 $5.16K <0.01% 0 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 175 shares; 2024Q1: 177 shares; 2024Q2: 175 shares; 2024Q3: 175 shares 175 $4.99K <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 112 shares; 2023Q3: 112 shares; 2023Q4: 112 shares; 2024Q1: 143 shares; 2024Q2: 112 shares; 2024Q3: 112 shares 112 $4.97K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 93 shares; 2023Q3: 93 shares; 2023Q4: 93 shares; 2024Q1: 93 shares; 2024Q2: 187 shares; 2024Q3: 68 shares 68 $4.96K <0.01% -119 Timeline FLJH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 160 shares 160 $4.88K <0.01% new Timeline DIEM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 173 shares 173 $4.87K <0.01% new Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 212 shares; 2023Q4: 214 shares; 2024Q1: 215 shares; 2024Q2: 216 shares; 2024Q3: 218 shares 218 $4.75K <0.01% +2 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 150 shares; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 354 shares; 2024Q2: 350 shares; 2024Q3: 350 shares 350 $4.75K <0.01% 0 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 504 shares; 2023Q3: 504 shares; 2023Q4: 504 shares; 2024Q1: 504 shares; 2024Q2: 504 shares; 2024Q3: 504 shares 504 $4.73K <0.01% 0 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 86 shares; 2024Q3: 86 shares 86 $4.68K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares 200 $4.68K <0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 115 shares; 2023Q3: 115 shares; 2023Q4: 171 shares; 2024Q1: 171 shares; 2024Q2: 171 shares; 2024Q3: 176 shares 176 $4.6K <0.01% +5 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 272 shares; 2023Q3: 272 shares; 2023Q4: 272 shares; 2024Q1: 272 shares; 2024Q2: 272 shares; 2024Q3: 272 shares 272 $4.56K <0.01% 0 Timeline NLOP NET LEASE OFFICE PROPERTIES More: the full row for NET LEASE OFFICE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 144 shares; 2024Q1: 125 shares; 2024Q2: 147 shares; 2024Q3: 147 shares 147 $4.5K <0.01% 0 Timeline NORDSTROM INC NORDSTROM INC More: the full row for NORDSTROM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,200 shares; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $4.5K <0.01% 0 GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 360 shares; 2023Q3: 360 shares; 2023Q4: 192 shares; 2024Q1: 192 shares; 2024Q2: 193 shares; 2024Q3: 193 shares 193 $4.43K <0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 130 shares; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 390 shares; 2024Q2: 90 shares; 2024Q3: 90 shares 90 $4.33K <0.01% 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: restricted; 2023Q2: 82 shares; 2023Q3: 82 shares; 2023Q4: 82 shares; 2024Q1: 546 shares; 2024Q2: 82 shares; 2024Q3: 82 shares 82 $4.28K <0.01% 0 Timeline MGTX MEIRAGTX HLDGS PLC More: the full row for MEIRAGTX HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $4.17K <0.01% 0 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 748 shares; 2023Q3: 748 shares; 2023Q4: not reported; 2024Q1: 118 shares; 2024Q2: 118 shares; 2024Q3: 118 shares 118 $4.15K <0.01% 0 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 127 shares; 2023Q3: 127 shares; 2023Q4: 127 shares; 2024Q1: 127 shares; 2024Q2: 127 shares; 2024Q3: 127 shares 127 $4.14K <0.01% 0 Timeline PROMIS NEUROSCIENCES INC PROMIS NEUROSCIENCES INC More: the full row for PROMIS NEUROSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,300 shares; 2024Q2: 3,300 shares; 2024Q3: 3,300 shares 3,300 $4.12K <0.01% 0 CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 320 shares; 2023Q3: 320 shares; 2023Q4: 320 shares; 2024Q1: 320 shares; 2024Q2: 320 shares; 2024Q3: 220 shares 220 $4.07K <0.01% -100 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 1,948 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $4.01K <0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 195 shares; 2024Q1: 205 shares; 2024Q2: 55 shares; 2024Q3: 60 shares 60 $3.98K <0.01% +5 Timeline URGENTLY INC COM NEW URGENTLY INC COM NEW More: the full row for URGENTLY INC COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,736 shares; 2024Q3: 5,736 shares 5,736 $3.9K <0.01% 0 TNYA TENAYA THERAPEUTICS INC More: the full row for TENAYA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares 2,000 $3.86K <0.01% 0 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 236 shares; 2023Q3: 236 shares; 2023Q4: not reported; 2024Q1: 95 shares; 2024Q2: 96 shares; 2024Q3: 96 shares 96 $3.84K <0.01% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $3.71K <0.01% 0 Timeline LUCID GROUP INC LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 1,050 shares 1,050 $3.71K <0.01% +250 ASIX ADVANSIX INC More: the full row for ADVANSIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 121 shares; 2023Q3: 121 shares; 2023Q4: 121 shares; 2024Q1: 121 shares; 2024Q2: 123 shares; 2024Q3: 121 shares 121 $3.68K <0.01% -2 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: restricted; 2023Q2: 99 shares; 2023Q3: 179 shares; 2023Q4: 29 shares; 2024Q1: 29 shares; 2024Q2: 29 shares; 2024Q3: 29 shares 29 $3.53K <0.01% 0 Timeline BUYZ FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $3.42K <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 287 shares; 2023Q3: 287 shares; 2023Q4: 87 shares; 2024Q1: 487 shares; 2024Q2: 167 shares; 2024Q3: 167 shares 167 $3.39K <0.01% 0 Timeline CSIQ CANADIAN SOLAR INC More: the full row for CANADIAN SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $3.35K <0.01% 0 Timeline AETH BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $3.34K <0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $3.3K <0.01% 0 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares 200 $3.25K <0.01% new Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 401 shares; 2023Q3: 140 shares; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: 40 shares; 2024Q3: 40 shares 40 $3.23K <0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 172 shares; 2023Q3: 172 shares; 2023Q4: 272 shares; 2024Q1: 272 shares; 2024Q2: 282 shares; 2024Q3: 282 shares 282 $3.17K <0.01% 0 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 57 shares; 2023Q3: 57 shares; 2023Q4: 57 shares; 2024Q1: 57 shares; 2024Q2: 57 shares; 2024Q3: 57 shares 57 $3.17K <0.01% 0 Timeline IGV 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares 35 $3.13K <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 245 shares; 2023Q3: 242 shares; 2023Q4: 187 shares; 2024Q1: 165 shares; 2024Q2: 178 shares; 2024Q3: 163 shares 163 $3.12K <0.01% -15 Timeline GVI 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: restricted; 2023Q2: not reported; 2023Q3: 29 shares; 2023Q4: 29 shares; 2024Q1: 29 shares; 2024Q2: 29 shares; 2024Q3: 29 shares 29 $3.11K <0.01% 0 Timeline ARKF 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: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $2.98K <0.01% 0 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 300 shares; 2024Q3: 350 shares 350 $2.98K <0.01% +50 Timeline