IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 456,619 shares; 2023Q3: 455,982 shares; 2023Q4: 462,533 shares; 2024Q1: 2,372,318 shares; 2024Q2: 2,389,797 shares; 2024Q3: 2,442,284 shares; 2024Q4: 2,451,890 shares 2,451,890 $153M 6.19% +9,606 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 223,245 shares; 2023Q3: 221,392 shares; 2023Q4: 218,054 shares; 2024Q1: 219,841 shares; 2024Q2: 233,391 shares; 2024Q3: 233,507 shares; 2024Q4: 236,780 shares 236,780 $139M 5.64% +3,273 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 472,270 shares; 2023Q3: 467,604 shares; 2023Q4: 483,841 shares; 2024Q1: 481,709 shares; 2024Q2: 473,996 shares; 2024Q3: 470,914 shares; 2024Q4: 479,709 shares 479,709 $120M 4.86% +8,795 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 76,044 shares; 2023Q3: 74,652 shares; 2023Q4: 74,525 shares; 2024Q1: 73,075 shares; 2024Q2: 719,081 shares; 2024Q3: 722,082 shares; 2024Q4: 715,361 shares 715,361 $96.1M 3.89% -6,721 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 223,161 shares; 2023Q3: 219,333 shares; 2023Q4: 214,715 shares; 2024Q1: 213,533 shares; 2024Q2: 208,740 shares; 2024Q3: 209,856 shares; 2024Q4: 208,119 shares 208,119 $87.7M 3.55% -1,737 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 600,012 shares; 2023Q3: 612,023 shares; 2023Q4: 632,173 shares; 2024Q1: 643,201 shares; 2024Q2: 646,938 shares; 2024Q3: 657,293 shares; 2024Q4: 675,016 shares 675,016 $77.8M 3.15% +17,723 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 115,870 shares; 2023Q3: 113,500 shares; 2023Q4: 112,708 shares; 2024Q1: 112,505 shares; 2024Q2: 110,489 shares; 2024Q3: 108,995 shares; 2024Q4: 109,160 shares 109,160 $64M 2.59% +165 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 249,500 shares; 2023Q3: 250,253 shares; 2023Q4: 247,151 shares; 2024Q1: 254,014 shares; 2024Q2: 256,682 shares; 2024Q3: 259,159 shares; 2024Q4: 260,541 shares 260,541 $57.2M 2.31% +1,382 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 99,341 shares; 2023Q3: 98,497 shares; 2023Q4: 99,583 shares; 2024Q1: 96,355 shares; 2024Q2: 94,344 shares; 2024Q3: 94,124 shares; 2024Q4: 93,059 shares 93,059 $53M 2.15% -1,065 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 56,324 shares; 2023Q3: 60,077 shares; 2023Q4: 67,411 shares; 2024Q1: 73,178 shares; 2024Q2: 84,585 shares; 2024Q3: 91,559 shares; 2024Q4: 93,418 shares 93,418 $42.3M 1.71% +1,859 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 285,934 shares; 2023Q3: 322,662 shares; 2023Q4: 422,357 shares; 2024Q1: 500,218 shares; 2024Q2: 596,612 shares; 2024Q3: 663,624 shares; 2024Q4: 734,893 shares 734,893 $42.3M 1.71% +71,269 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 171,315 shares; 2023Q3: 170,049 shares; 2023Q4: 169,786 shares; 2024Q1: 166,594 shares; 2024Q2: 165,293 shares; 2024Q3: 164,756 shares; 2024Q4: 168,261 shares 168,261 $40.3M 1.63% +3,505 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 208,291 shares; 2023Q3: 209,456 shares; 2023Q4: 207,056 shares; 2024Q1: 205,539 shares; 2024Q2: 205,770 shares; 2024Q3: 206,882 shares; 2024Q4: 207,514 shares 207,514 $39.5M 1.6% +632 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 430,770 shares; 2023Q3: 414,397 shares; 2023Q4: 404,871 shares; 2024Q1: 393,803 shares; 2024Q2: 376,513 shares; 2024Q3: 366,938 shares; 2024Q4: 363,711 shares 363,711 $33.7M 1.36% -3,227 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 311,989 shares; 2023Q3: 292,488 shares; 2023Q4: 287,278 shares; 2024Q1: 276,530 shares; 2024Q2: 253,870 shares; 2024Q3: 244,624 shares; 2024Q4: 233,511 shares 233,511 $32.5M 1.32% -11,113 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 605,086 shares; 2023Q3: 605,852 shares; 2023Q4: 598,222 shares; 2024Q1: 599,343 shares; 2024Q2: 592,769 shares; 2024Q3: 583,172 shares; 2024Q4: 525,366 shares 525,366 $26.8M 1.08% -57,806 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 145,670 shares; 2023Q3: 145,179 shares; 2023Q4: 143,827 shares; 2024Q1: 144,607 shares; 2024Q2: 141,463 shares; 2024Q3: 142,540 shares; 2024Q4: 140,629 shares 140,629 $26.6M 1.08% -1,911 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 157,891 shares; 2023Q3: 209,778 shares; 2023Q4: 244,713 shares; 2024Q1: 313,985 shares; 2024Q2: 357,316 shares; 2024Q3: 426,966 shares; 2024Q4: 656,285 shares 656,285 $24.4M 0.99% +229,319 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 56,657 shares; 2023Q3: 57,447 shares; 2023Q4: 56,608 shares; 2024Q1: 60,484 shares; 2024Q2: 62,607 shares; 2024Q3: 65,042 shares; 2024Q4: 133,492 shares 133,492 $24.3M 0.98% +68,450 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 34,951 shares; 2023Q3: 34,965 shares; 2023Q4: 35,273 shares; 2024Q1: 36,434 shares; 2024Q2: 38,500 shares; 2024Q3: 39,486 shares; 2024Q4: 40,561 shares 40,561 $23.7M 0.96% +1,075 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 96,704 shares; 2023Q3: 96,190 shares; 2023Q4: 97,866 shares; 2024Q1: 285,996 shares; 2024Q2: 280,461 shares; 2024Q3: 275,377 shares; 2024Q4: 262,708 shares 262,708 $23.7M 0.96% -12,669 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 51,133 shares; 2023Q3: 49,740 shares; 2023Q4: 49,215 shares; 2024Q1: 47,590 shares; 2024Q2: 46,856 shares; 2024Q3: 46,123 shares; 2024Q4: 44,959 shares 44,959 $23.7M 0.96% -1,164 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 418,930 shares; 2023Q3: 436,270 shares; 2023Q4: 445,555 shares; 2024Q1: 447,622 shares; 2024Q2: 466,863 shares; 2024Q3: 490,288 shares; 2024Q4: 490,542 shares 490,542 $23.5M 0.95% +254 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 21,875 shares; 2023Q3: 21,903 shares; 2023Q4: 21,457 shares; 2024Q1: 21,556 shares; 2024Q2: 21,359 shares; 2024Q3: 21,296 shares; 2024Q4: 21,472 shares 21,472 $19.7M 0.8% +176 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 152,528 shares; 2023Q3: 157,672 shares; 2023Q4: 160,071 shares; 2024Q1: 164,119 shares; 2024Q2: 163,595 shares; 2024Q3: 162,586 shares; 2024Q4: 164,533 shares 164,533 $19M 0.77% +1,947 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 52,740 shares; 2023Q3: 51,256 shares; 2023Q4: 51,184 shares; 2024Q1: 50,866 shares; 2024Q2: 50,592 shares; 2024Q3: 50,063 shares; 2024Q4: 48,677 shares 48,677 $18.9M 0.77% -1,386 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 65,690 shares; 2023Q3: 64,812 shares; 2023Q4: 64,399 shares; 2024Q1: 65,142 shares; 2024Q2: 64,920 shares; 2024Q3: 64,185 shares; 2024Q4: 63,861 shares 63,861 $18.5M 0.75% -324 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 83,942 shares; 2023Q3: 82,460 shares; 2023Q4: 82,662 shares; 2024Q1: 80,332 shares; 2024Q2: 79,175 shares; 2024Q3: 78,081 shares; 2024Q4: 76,277 shares 76,277 $17.5M 0.71% -1,804 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 103,513 shares; 2023Q3: 100,695 shares; 2023Q4: 99,152 shares; 2024Q1: 97,580 shares; 2024Q2: 97,809 shares; 2024Q3: 96,284 shares; 2024Q4: 96,629 shares 96,629 $16.7M 0.67% +345 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 13,023 shares; 2023Q3: 14,931 shares; 2023Q4: 15,836 shares; 2024Q1: 16,132 shares; 2024Q2: 17,678 shares; 2024Q3: 19,151 shares; 2024Q4: 21,004 shares 21,004 $16.2M 0.66% +1,853 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 28,080 shares; 2023Q3: 28,024 shares; 2023Q4: 28,096 shares; 2024Q1: 27,492 shares; 2024Q2: 27,879 shares; 2024Q3: 27,803 shares; 2024Q4: 27,478 shares 27,478 $15.7M 0.64% -325 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 103,322 shares; 2023Q3: 103,839 shares; 2023Q4: 109,993 shares; 2024Q1: 115,771 shares; 2024Q2: 118,938 shares; 2024Q3: 132,272 shares; 2024Q4: 150,111 shares 150,111 $15.5M 0.63% +17,839 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 28,308 shares; 2023Q3: 28,435 shares; 2023Q4: 29,365 shares; 2024Q1: 29,522 shares; 2024Q2: 29,937 shares; 2024Q3: 29,592 shares; 2024Q4: 29,604 shares 29,604 $15.4M 0.62% +12 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 40,647 shares; 2023Q3: 44,842 shares; 2023Q4: 46,957 shares; 2024Q1: 60,859 shares; 2024Q2: 69,706 shares; 2024Q3: 111,800 shares; 2024Q4: 168,479 shares 168,479 $15.3M 0.62% +56,679 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 120,394 shares; 2023Q3: 115,539 shares; 2023Q4: 114,358 shares; 2024Q1: 110,061 shares; 2024Q2: 106,687 shares; 2024Q3: 104,930 shares; 2024Q4: 104,587 shares 104,587 $15.1M 0.61% -343 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 41,680 shares; 2023Q3: 43,206 shares; 2023Q4: 43,238 shares; 2024Q1: 43,608 shares; 2024Q2: 44,333 shares; 2024Q3: 43,631 shares; 2024Q4: 42,878 shares 42,878 $15.1M 0.61% -753 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 56,434 shares; 2023Q3: 55,210 shares; 2023Q4: 55,377 shares; 2024Q1: 52,600 shares; 2024Q2: 51,902 shares; 2024Q3: 51,886 shares; 2024Q4: 50,705 shares 50,705 $15M 0.61% -1,181 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 116,788 shares; 2023Q3: 131,014 shares; 2023Q4: 171,174 shares; 2024Q1: 198,951 shares; 2024Q2: 227,219 shares; 2024Q3: 251,127 shares; 2024Q4: 258,606 shares 258,606 $14.4M 0.58% +7,479 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 48,398 shares; 2023Q3: 47,632 shares; 2023Q4: 46,146 shares; 2024Q1: 45,233 shares; 2024Q2: 44,518 shares; 2024Q3: 44,875 shares; 2024Q4: 43,900 shares 43,900 $13.9M 0.56% -975 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 155,784 shares; 2023Q3: 156,331 shares; 2023Q4: 164,467 shares; 2024Q1: 167,255 shares; 2024Q2: 166,098 shares; 2024Q3: 187,086 shares; 2024Q4: 193,331 shares 193,331 $13.9M 0.56% +6,245 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 60,334 shares; 2023Q3: 59,737 shares; 2023Q4: 58,697 shares; 2024Q1: 58,275 shares; 2024Q2: 57,639 shares; 2024Q3: 56,531 shares; 2024Q4: 55,872 shares 55,872 $13.8M 0.56% -659 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 20,161 shares; 2023Q3: 21,823 shares; 2023Q4: 24,272 shares; 2024Q1: 27,751 shares; 2024Q2: 30,436 shares; 2024Q3: 32,007 shares; 2024Q4: 32,841 shares 32,841 $13.5M 0.55% +834 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 135,685 shares; 2023Q3: 163,054 shares; 2023Q4: 210,435 shares; 2024Q1: 278,344 shares; 2024Q2: 306,468 shares; 2024Q3: 329,225 shares; 2024Q4: 329,087 shares 329,087 $13.5M 0.55% -138 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 77,679 shares; 2023Q3: 76,942 shares; 2023Q4: 78,049 shares; 2024Q1: 80,435 shares; 2024Q2: 78,879 shares; 2024Q3: 80,306 shares; 2024Q4: 77,203 shares 77,203 $12.9M 0.52% -3,103 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 22,487 shares; 2023Q3: 22,265 shares; 2023Q4: 25,555 shares; 2024Q1: 26,299 shares; 2024Q2: 29,578 shares; 2024Q3: 36,299 shares; 2024Q4: 37,835 shares 37,835 $12.6M 0.51% +1,536 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 102,203 shares; 2023Q3: 99,066 shares; 2023Q4: 101,587 shares; 2024Q1: 103,631 shares; 2024Q2: 105,021 shares; 2024Q3: 105,318 shares; 2024Q4: 103,386 shares 103,386 $12.5M 0.51% -1,932 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,112 shares 12,112 $12.4M 0.5% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 157,247 shares; 2023Q3: 154,320 shares; 2023Q4: 147,483 shares; 2024Q1: 127,748 shares; 2024Q2: 119,785 shares; 2024Q3: 110,003 shares; 2024Q4: 106,328 shares 106,328 $12M 0.49% -3,675 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 42,457 shares; 2023Q3: 40,557 shares; 2023Q4: 38,866 shares; 2024Q1: 39,289 shares; 2024Q2: 39,458 shares; 2024Q3: 37,293 shares; 2024Q4: 35,830 shares 35,830 $12M 0.48% -1,463 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 43,107 shares; 2023Q3: 42,808 shares; 2023Q4: 42,793 shares; 2024Q1: 42,461 shares; 2024Q2: 41,991 shares; 2024Q3: 41,805 shares; 2024Q4: 41,631 shares 41,631 $11.6M 0.47% -174 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 103,960 shares; 2023Q3: 105,326 shares; 2023Q4: 105,717 shares; 2024Q1: 105,673 shares; 2024Q2: 106,152 shares; 2024Q3: 105,813 shares; 2024Q4: 107,531 shares 107,531 $11.6M 0.47% +1,718 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 144,950 shares; 2023Q3: 132,881 shares; 2023Q4: 125,589 shares; 2024Q1: 124,116 shares; 2024Q2: 118,606 shares; 2024Q3: 110,841 shares; 2024Q4: 102,983 shares 102,983 $11.5M 0.46% -7,858 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 65,739 shares; 2023Q3: 66,556 shares; 2023Q4: 66,655 shares; 2024Q1: 68,053 shares; 2024Q2: 69,429 shares; 2024Q3: 69,621 shares; 2024Q4: 69,706 shares 69,706 $11.4M 0.46% +85 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 74,788 shares; 2023Q3: 74,759 shares; 2023Q4: 74,764 shares; 2024Q1: 73,359 shares; 2024Q2: 71,911 shares; 2024Q3: 71,589 shares; 2024Q4: 70,337 shares 70,337 $11.2M 0.45% -1,252 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 23,561 shares; 2023Q3: 23,568 shares; 2023Q4: 22,262 shares; 2024Q1: 23,006 shares; 2024Q2: 21,977 shares; 2024Q3: 22,257 shares; 2024Q4: 21,918 shares 21,918 $9.75M 0.39% -339 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 33,072 shares; 2023Q3: 32,769 shares; 2023Q4: 31,409 shares; 2024Q1: 30,791 shares; 2024Q2: 30,849 shares; 2024Q3: 31,094 shares; 2024Q4: 29,809 shares 29,809 $9.6M 0.39% -1,285 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 53,488 shares; 2023Q3: 54,811 shares; 2023Q4: 54,093 shares; 2024Q1: 52,391 shares; 2024Q2: 50,404 shares; 2024Q3: 51,574 shares; 2024Q4: 48,504 shares 48,504 $9.58M 0.39% -3,070 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 58,088 shares; 2023Q3: 56,925 shares; 2023Q4: 66,385 shares; 2024Q1: 65,870 shares; 2024Q2: 65,407 shares; 2024Q3: 64,814 shares; 2024Q4: 62,601 shares 62,601 $9.52M 0.39% -2,213 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 111,756 shares; 2023Q3: 115,296 shares; 2023Q4: 107,864 shares; 2024Q1: 118,206 shares; 2024Q2: 161,067 shares; 2024Q3: 158,131 shares; 2024Q4: 187,920 shares 187,920 $9.47M 0.38% +29,789 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 54,228 shares; 2023Q3: 54,127 shares; 2023Q4: 54,669 shares; 2024Q1: 52,888 shares; 2024Q2: 52,262 shares; 2024Q3: 52,492 shares; 2024Q4: 52,120 shares 52,120 $9.29M 0.38% -372 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 59,536 shares; 2023Q3: 58,008 shares; 2023Q4: 57,170 shares; 2024Q1: 55,950 shares; 2024Q2: 54,891 shares; 2024Q3: 56,490 shares; 2024Q4: 54,843 shares 54,843 $9.19M 0.37% -1,647 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 119,579 shares; 2024Q1: 119,579 shares; 2024Q2: 616,536 shares; 2024Q3: 583,536 shares; 2024Q4: 573,502 shares 573,502 $9.09M 0.37% -10,034 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,051 shares; 2023Q3: 4,785 shares; 2023Q4: 5,236 shares; 2024Q1: 5,779 shares; 2024Q2: 7,668 shares; 2024Q3: 8,173 shares; 2024Q4: 8,541 shares 8,541 $9.05M 0.37% +368 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 139,031 shares; 2023Q3: 141,942 shares; 2023Q4: 142,923 shares; 2024Q1: 137,903 shares; 2024Q2: 133,015 shares; 2024Q3: 127,434 shares; 2024Q4: 122,113 shares 122,113 $9.04M 0.37% -5,321 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 47,685 shares; 2023Q3: 48,595 shares; 2023Q4: 48,641 shares; 2024Q1: 49,251 shares; 2024Q2: 48,667 shares; 2024Q3: 48,711 shares; 2024Q4: 49,243 shares 49,243 $9.03M 0.37% +532 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 27,545 shares; 2023Q3: 26,936 shares; 2023Q4: 27,289 shares; 2024Q1: 26,148 shares; 2024Q2: 25,947 shares; 2024Q3: 25,522 shares; 2024Q4: 24,546 shares 24,546 $8.84M 0.36% -976 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 154,019 shares; 2023Q3: 162,136 shares; 2023Q4: 162,408 shares; 2024Q1: 173,614 shares; 2024Q2: 179,015 shares; 2024Q3: 190,603 shares; 2024Q4: 197,143 shares 197,143 $8.68M 0.35% +6,540 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 37,870 shares; 2023Q3: 37,831 shares; 2023Q4: 37,465 shares; 2024Q1: 36,848 shares; 2024Q2: 36,038 shares; 2024Q3: 35,657 shares; 2024Q4: 34,906 shares 34,906 $8.12M 0.33% -751 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 40,326 shares; 2023Q3: 39,325 shares; 2023Q4: 39,864 shares; 2024Q1: 38,942 shares; 2024Q2: 38,192 shares; 2024Q3: 37,682 shares; 2024Q4: 37,049 shares 37,049 $7.48M 0.3% -633 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 191,728 shares; 2023Q3: 192,526 shares; 2023Q4: 191,116 shares; 2024Q1: 185,352 shares; 2024Q2: 178,878 shares; 2024Q3: 180,097 shares; 2024Q4: 124,275 shares 124,275 $7.36M 0.3% -55,822 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 103,732 shares; 2023Q3: 106,747 shares; 2023Q4: 108,139 shares; 2024Q1: 112,154 shares; 2024Q2: 112,460 shares; 2024Q3: 116,677 shares; 2024Q4: 117,392 shares 117,392 $7.35M 0.3% +715 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,752 shares; 2023Q3: 10,988 shares; 2023Q4: 11,669 shares; 2024Q1: 12,047 shares; 2024Q2: 12,711 shares; 2024Q3: 12,951 shares; 2024Q4: 13,634 shares 13,634 $7.12M 0.29% +683 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 70,271 shares 70,271 $6.92M 0.28% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 24,652 shares; 2023Q3: 26,927 shares; 2023Q4: 27,964 shares; 2024Q1: 28,574 shares; 2024Q2: 30,440 shares; 2024Q3: 31,125 shares; 2024Q4: 31,772 shares 31,772 $6.83M 0.28% +647 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,736 shares; 2023Q3: 10,004 shares; 2023Q4: 10,013 shares; 2024Q1: 10,820 shares; 2024Q2: 11,470 shares; 2024Q3: 11,526 shares; 2024Q4: 13,615 shares 13,615 $6.78M 0.27% +2,089 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 112,960 shares; 2023Q3: 112,885 shares; 2023Q4: 113,123 shares; 2024Q1: 113,235 shares; 2024Q2: 110,397 shares; 2024Q3: 115,359 shares; 2024Q4: 117,002 shares 117,002 $6.71M 0.27% +1,643 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 13,389 shares; 2023Q3: 13,368 shares; 2023Q4: 13,312 shares; 2024Q1: 13,331 shares; 2024Q2: 13,252 shares; 2024Q3: 13,238 shares; 2024Q4: 13,197 shares 13,197 $6.68M 0.27% -41 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 35,161 shares; 2023Q3: 35,409 shares; 2023Q4: 35,987 shares; 2024Q1: 90,984 shares; 2024Q2: 103,683 shares; 2024Q3: 104,894 shares; 2024Q4: 104,162 shares 104,162 $6.64M 0.27% -732 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 17,821 shares; 2023Q3: 17,337 shares; 2023Q4: 15,603 shares; 2024Q1: 14,609 shares; 2024Q2: 12,262 shares; 2024Q3: 12,241 shares; 2024Q4: 12,620 shares 12,620 $6.45M 0.26% +379 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 63,148 shares; 2023Q3: 65,650 shares; 2023Q4: 65,133 shares; 2024Q1: 69,117 shares; 2024Q2: 70,181 shares; 2024Q3: 75,493 shares; 2024Q4: 75,694 shares 75,694 $6.37M 0.26% +201 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 63,047 shares; 2023Q3: 63,954 shares; 2023Q4: 75,824 shares; 2024Q1: 71,574 shares; 2024Q2: 71,594 shares; 2024Q3: 74,338 shares; 2024Q4: 84,110 shares 84,110 $6.36M 0.26% +9,772 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 45,706 shares; 2023Q3: 44,075 shares; 2023Q4: 39,939 shares; 2024Q1: 38,581 shares; 2024Q2: 37,608 shares; 2024Q3: 37,599 shares; 2024Q4: 35,493 shares 35,493 $6.31M 0.26% -2,106 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 28,331 shares; 2023Q3: 28,002 shares; 2023Q4: 29,349 shares; 2024Q1: 29,197 shares; 2024Q2: 27,628 shares; 2024Q3: 28,176 shares; 2024Q4: 27,248 shares 27,248 $6.16M 0.25% -928 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 121,663 shares; 2023Q3: 118,073 shares; 2023Q4: 116,797 shares; 2024Q1: 113,025 shares; 2024Q2: 111,327 shares; 2024Q3: 108,769 shares; 2024Q4: 105,415 shares 105,415 $6.06M 0.25% -3,354 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,300 shares; 2023Q3: 12,121 shares; 2023Q4: 12,924 shares; 2024Q1: 13,893 shares; 2024Q2: 14,994 shares; 2024Q3: 15,323 shares; 2024Q4: 15,929 shares 15,929 $5.88M 0.24% +606 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 16,970 shares; 2023Q3: 17,939 shares; 2023Q4: 19,916 shares; 2024Q1: 20,181 shares; 2024Q2: 19,818 shares; 2024Q3: 20,178 shares; 2024Q4: 20,056 shares 20,056 $5.82M 0.24% -122 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 225,496 shares; 2023Q3: 230,750 shares; 2023Q4: 228,765 shares; 2024Q1: 234,155 shares; 2024Q2: 232,064 shares; 2024Q3: 237,347 shares; 2024Q4: 238,974 shares 238,974 $5.73M 0.23% +1,627 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 33,146 shares; 2023Q3: 31,661 shares; 2023Q4: 30,484 shares; 2024Q1: 28,833 shares; 2024Q2: 28,237 shares; 2024Q3: 26,447 shares; 2024Q4: 25,463 shares 25,463 $5.71M 0.23% -984 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 225,291 shares; 2023Q3: 229,660 shares; 2023Q4: 227,690 shares; 2024Q1: 230,349 shares; 2024Q2: 224,386 shares; 2024Q3: 252,186 shares; 2024Q4: 237,225 shares 237,225 $5.71M 0.23% -14,961 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 25,762 shares; 2024Q3: 25,182 shares; 2024Q4: 24,735 shares 24,735 $5.67M 0.23% -447 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 209,745 shares; 2023Q3: 212,839 shares; 2023Q4: 212,169 shares; 2024Q1: 219,494 shares; 2024Q2: 213,719 shares; 2024Q3: 223,038 shares; 2024Q4: 226,686 shares 226,686 $5.64M 0.23% +3,648 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 24,071 shares; 2023Q3: 29,437 shares; 2023Q4: 32,378 shares; 2024Q1: 32,796 shares; 2024Q2: 30,880 shares; 2024Q3: 35,804 shares; 2024Q4: 36,317 shares 36,317 $5.58M 0.23% +513 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 128,209 shares; 2023Q3: 128,550 shares; 2023Q4: 127,777 shares; 2024Q1: 123,217 shares; 2024Q2: 121,996 shares; 2024Q3: 118,019 shares; 2024Q4: 113,042 shares 113,042 $5.46M 0.22% -4,977 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 218,605 shares; 2023Q3: 229,155 shares; 2023Q4: 230,145 shares; 2024Q1: 230,262 shares; 2024Q2: 224,263 shares; 2024Q3: 223,812 shares; 2024Q4: 217,919 shares 217,919 $5.46M 0.22% -5,893 IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 178,465 shares; 2023Q3: 189,352 shares; 2023Q4: 197,552 shares; 2024Q1: 205,772 shares; 2024Q2: 215,904 shares; 2024Q3: 229,310 shares; 2024Q4: 238,086 shares 238,086 $5.43M 0.22% +8,776 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,647 shares; 2023Q3: 1,764 shares; 2023Q4: 2,409 shares; 2024Q1: 39,577 shares; 2024Q2: 57,989 shares; 2024Q3: 69,806 shares; 2024Q4: 82,617 shares 82,617 $5.41M 0.22% +12,811 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 592 shares; 2023Q3: 621 shares; 2023Q4: 637 shares; 2024Q1: 656 shares; 2024Q2: 859 shares; 2024Q3: 19,268 shares; 2024Q4: 23,295 shares 23,295 $5.4M 0.22% +4,027 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 14,108 shares; 2023Q3: 13,998 shares; 2023Q4: 15,356 shares; 2024Q1: 14,701 shares; 2024Q2: 14,488 shares; 2024Q3: 14,685 shares; 2024Q4: 14,490 shares 14,490 $5.26M 0.21% -195 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 149,585 shares; 2023Q3: 166,597 shares; 2023Q4: 184,783 shares; 2024Q1: 202,433 shares; 2024Q2: 220,661 shares; 2024Q3: 238,865 shares; 2024Q4: 244,861 shares 244,861 $5.23M 0.21% +5,996 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 115,190 shares; 2023Q3: 145,436 shares; 2023Q4: 168,132 shares; 2024Q1: 195,015 shares; 2024Q2: 215,218 shares; 2024Q3: 243,773 shares; 2024Q4: 254,265 shares 254,265 $5.17M 0.21% +10,492 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 119,472 shares; 2023Q3: 118,938 shares; 2023Q4: 109,212 shares; 2024Q1: 106,249 shares; 2024Q2: 102,753 shares; 2024Q3: 93,151 shares; 2024Q4: 91,164 shares 91,164 $5.16M 0.21% -1,987 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 13,499 shares; 2023Q3: 14,161 shares; 2023Q4: 16,950 shares; 2024Q1: 18,482 shares; 2024Q2: 20,517 shares; 2024Q3: 20,989 shares; 2024Q4: 21,119 shares 21,119 $5.07M 0.21% +130 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 93,778 shares; 2023Q3: 92,920 shares; 2023Q4: 95,387 shares; 2024Q1: 94,922 shares; 2024Q2: 94,036 shares; 2024Q3: 92,043 shares; 2024Q4: 84,088 shares 84,088 $5.02M 0.2% -7,955 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,402 shares; 2023Q3: 3,439 shares; 2023Q4: 3,874 shares; 2024Q1: 3,914 shares; 2024Q2: 4,314 shares; 2024Q3: 5,695 shares; 2024Q4: 7,202 shares 7,202 $4.99M 0.2% +1,507 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 48,065 shares; 2023Q3: 94,000 shares; 2023Q4: 114,032 shares; 2024Q1: 134,459 shares; 2024Q2: 159,989 shares; 2024Q3: 193,230 shares; 2024Q4: 202,981 shares 202,981 $4.99M 0.2% +9,751 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 142,662 shares; 2023Q3: 136,772 shares; 2023Q4: 130,233 shares; 2024Q1: 124,982 shares; 2024Q2: 125,448 shares; 2024Q3: 125,691 shares; 2024Q4: 124,417 shares 124,417 $4.98M 0.2% -1,274 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 38,983 shares; 2023Q3: 38,544 shares; 2023Q4: 38,107 shares; 2024Q1: 36,281 shares; 2024Q2: 35,900 shares; 2024Q3: 34,952 shares; 2024Q4: 34,020 shares 34,020 $4.93M 0.2% -932 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 18,967 shares; 2023Q3: 19,252 shares; 2023Q4: 18,824 shares; 2024Q1: 18,524 shares; 2024Q2: 16,767 shares; 2024Q3: 16,020 shares; 2024Q4: 13,180 shares 13,180 $4.86M 0.2% -2,840 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 87,409 shares; 2023Q3: 86,227 shares; 2023Q4: 84,943 shares; 2024Q1: 78,393 shares; 2024Q2: 70,646 shares; 2024Q3: 68,632 shares; 2024Q4: 64,211 shares 64,211 $4.86M 0.2% -4,421 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 23,591 shares; 2023Q3: 23,262 shares; 2023Q4: 23,769 shares; 2024Q1: 23,525 shares; 2024Q2: 22,690 shares; 2024Q3: 22,437 shares; 2024Q4: 20,922 shares 20,922 $4.77M 0.19% -1,515 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 21,249 shares; 2023Q3: 21,203 shares; 2023Q4: 20,973 shares; 2024Q1: 21,083 shares; 2024Q2: 22,246 shares; 2024Q3: 22,272 shares; 2024Q4: 20,992 shares 20,992 $4.63M 0.19% -1,280 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,116 shares; 2023Q3: 1,116 shares; 2023Q4: 1,119 shares; 2024Q1: 2,075 shares; 2024Q2: 3,518 shares; 2024Q3: 4,014 shares; 2024Q4: 35,191 shares 35,191 $4.53M 0.18% +31,177 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,043 shares; 2023Q3: 11,660 shares; 2023Q4: 11,389 shares; 2024Q1: 11,166 shares; 2024Q2: 10,841 shares; 2024Q3: 10,580 shares; 2024Q4: 10,636 shares 10,636 $4.51M 0.18% +56 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 30,700 shares; 2023Q4: 67,367 shares; 2024Q1: 93,902 shares; 2024Q2: 145,531 shares; 2024Q3: 171,231 shares; 2024Q4: 178,121 shares 178,121 $4.47M 0.18% +6,890 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 15,493 shares; 2023Q3: 15,257 shares; 2023Q4: 15,172 shares; 2024Q1: 14,827 shares; 2024Q2: 14,687 shares; 2024Q3: 14,425 shares; 2024Q4: 14,845 shares 14,845 $4.35M 0.18% +420 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 17,336 shares; 2023Q3: 16,441 shares; 2023Q4: 16,162 shares; 2024Q1: 19,552 shares; 2024Q2: 20,205 shares; 2024Q3: 20,309 shares; 2024Q4: 20,624 shares 20,624 $4.34M 0.18% +315 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 16,366 shares; 2023Q3: 15,776 shares; 2023Q4: 15,776 shares; 2024Q1: 14,806 shares; 2024Q2: 13,960 shares; 2024Q3: 13,695 shares; 2024Q4: 13,218 shares 13,218 $4.18M 0.17% -477 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 43,335 shares; 2023Q3: 42,891 shares; 2023Q4: 42,473 shares; 2024Q1: 42,220 shares; 2024Q2: 43,151 shares; 2024Q3: 43,985 shares; 2024Q4: 41,751 shares 41,751 $4.14M 0.17% -2,234 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 49,358 shares; 2023Q3: 47,635 shares; 2023Q4: 46,560 shares; 2024Q1: 45,672 shares; 2024Q2: 44,470 shares; 2024Q3: 44,161 shares; 2024Q4: 41,276 shares 41,276 $4.11M 0.17% -2,885 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 242 shares; 2023Q3: 5,915 shares; 2023Q4: 54,393 shares; 2024Q1: 76,689 shares; 2024Q2: 109,253 shares; 2024Q3: 125,023 shares; 2024Q4: 136,099 shares 136,099 $4.09M 0.17% +11,076 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 20,754 shares; 2023Q3: 21,260 shares; 2023Q4: 18,732 shares; 2024Q1: 20,631 shares; 2024Q2: 22,223 shares; 2024Q3: 22,358 shares; 2024Q4: 21,865 shares 21,865 $4.05M 0.16% -493 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 77,156 shares; 2023Q3: 76,878 shares; 2023Q4: 75,578 shares; 2024Q1: 75,384 shares; 2024Q2: 74,537 shares; 2024Q3: 73,038 shares; 2024Q4: 70,922 shares 70,922 $4.02M 0.16% -2,116 EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 129,486 shares; 2023Q3: 123,575 shares; 2023Q4: 117,919 shares; 2024Q1: 120,212 shares; 2024Q2: 116,114 shares; 2024Q3: 112,903 shares; 2024Q4: 111,534 shares 111,534 $3.98M 0.16% -1,369 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 800 shares; 2023Q3: 802 shares; 2023Q4: 775 shares; 2024Q1: 787 shares; 2024Q2: 781 shares; 2024Q3: 786 shares; 2024Q4: 797 shares 797 $3.96M 0.16% +11 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 17,878 shares; 2023Q3: 17,619 shares; 2023Q4: 17,335 shares; 2024Q1: 16,785 shares; 2024Q2: 17,252 shares; 2024Q3: 16,878 shares; 2024Q4: 16,445 shares 16,445 $3.86M 0.16% -433 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 18,256 shares; 2023Q3: 19,593 shares; 2023Q4: 21,667 shares; 2024Q1: 25,026 shares; 2024Q2: 25,278 shares; 2024Q3: 34,575 shares; 2024Q4: 47,906 shares 47,906 $3.85M 0.16% +13,331 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,209 shares; 2023Q3: 4,920 shares; 2023Q4: 5,113 shares; 2024Q1: 5,308 shares; 2024Q2: 5,717 shares; 2024Q3: 5,911 shares; 2024Q4: 5,944 shares 5,944 $3.7M 0.15% +33 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 103,971 shares; 2023Q3: 101,728 shares; 2023Q4: 105,179 shares; 2024Q1: 100,725 shares; 2024Q2: 90,201 shares; 2024Q3: 83,160 shares; 2024Q4: 83,129 shares 83,129 $3.61M 0.15% -31 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 27,944 shares; 2024Q4: 141,398 shares 141,398 $3.6M 0.15% +113,454 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 85,633 shares; 2023Q3: 87,094 shares; 2023Q4: 58,380 shares; 2024Q1: 55,548 shares; 2024Q2: 50,296 shares; 2024Q3: 53,563 shares; 2024Q4: 57,501 shares 57,501 $3.58M 0.14% +3,938 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,766 shares; 2023Q3: 11,540 shares; 2023Q4: 11,304 shares; 2024Q1: 11,197 shares; 2024Q2: 11,312 shares; 2024Q3: 12,267 shares; 2024Q4: 12,282 shares 12,282 $3.56M 0.14% +15 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 208,544 shares; 2023Q3: 208,544 shares; 2023Q4: 208,544 shares; 2024Q1: 208,544 shares; 2024Q2: 208,544 shares; 2024Q3: 208,544 shares; 2024Q4: 208,544 shares 208,544 $3.53M 0.14% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 125,033 shares; 2023Q3: 109,557 shares; 2023Q4: 96,284 shares; 2024Q1: 88,642 shares; 2024Q2: 63,662 shares; 2024Q3: 57,989 shares; 2024Q4: 44,746 shares 44,746 $3.49M 0.14% -13,243 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 47,622 shares; 2023Q3: 41,306 shares; 2023Q4: 42,638 shares; 2024Q1: 39,943 shares; 2024Q2: 39,848 shares; 2024Q3: 39,076 shares; 2024Q4: 39,173 shares 39,173 $3.46M 0.14% +97 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 18,698 shares; 2023Q3: 20,939 shares; 2023Q4: 28,480 shares; 2024Q1: 39,399 shares; 2024Q2: 45,645 shares; 2024Q3: 47,073 shares; 2024Q4: 50,029 shares 50,029 $3.26M 0.13% +2,956 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,980 shares; 2023Q3: 2,239 shares; 2023Q4: 1,962 shares; 2024Q1: 2,572 shares; 2024Q2: 15,239 shares; 2024Q3: 23,032 shares; 2024Q4: 27,364 shares 27,364 $3.22M 0.13% +4,332 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,997 shares; 2023Q3: 8,082 shares; 2023Q4: 7,912 shares; 2024Q1: 7,603 shares; 2024Q2: 7,810 shares; 2024Q3: 7,490 shares; 2024Q4: 7,770 shares 7,770 $3.14M 0.13% +280 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,102 shares; 2023Q3: 12,084 shares; 2023Q4: 12,694 shares; 2024Q1: 12,409 shares; 2024Q2: 11,722 shares; 2024Q3: 10,888 shares; 2024Q4: 10,709 shares 10,709 $3.06M 0.12% -179 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,932 shares; 2023Q3: 10,855 shares; 2023Q4: 9,739 shares; 2024Q1: 9,774 shares; 2024Q2: 9,936 shares; 2024Q3: 10,981 shares; 2024Q4: 13,523 shares 13,523 $2.97M 0.12% +2,542 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 28,213 shares; 2023Q3: 25,806 shares; 2023Q4: 23,210 shares; 2024Q1: 31,853 shares; 2024Q2: 32,282 shares; 2024Q3: 34,009 shares; 2024Q4: 32,906 shares 32,906 $2.96M 0.12% -1,103 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,102 shares; 2023Q3: 12,517 shares; 2023Q4: 13,230 shares; 2024Q1: 14,377 shares; 2024Q2: 15,822 shares; 2024Q3: 16,498 shares; 2024Q4: 15,882 shares 15,882 $2.92M 0.12% -616 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,647 shares; 2023Q3: 21,119 shares; 2023Q4: 22,983 shares; 2024Q1: 29,018 shares; 2024Q2: 34,518 shares; 2024Q3: 34,143 shares; 2024Q4: 106,867 shares 106,867 $2.92M 0.12% +72,724 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 38,093 shares; 2023Q3: 35,660 shares; 2023Q4: 34,618 shares; 2024Q1: 36,595 shares; 2024Q2: 35,736 shares; 2024Q3: 35,560 shares; 2024Q4: 33,390 shares 33,390 $2.85M 0.12% -2,170 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 24,153 shares; 2023Q3: 23,892 shares; 2023Q4: 23,337 shares; 2024Q1: 22,509 shares; 2024Q2: 43,591 shares; 2024Q3: 41,296 shares; 2024Q4: 40,389 shares 40,389 $2.81M 0.11% -907 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,905 shares; 2023Q3: 7,084 shares; 2023Q4: 7,141 shares; 2024Q1: 7,110 shares; 2024Q2: 8,155 shares; 2024Q3: 7,086 shares; 2024Q4: 6,965 shares 6,965 $2.8M 0.11% -121 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 17,882 shares; 2023Q3: 17,792 shares; 2023Q4: 17,206 shares; 2024Q1: 17,016 shares; 2024Q2: 16,875 shares; 2024Q3: 15,991 shares; 2024Q4: 12,484 shares 12,484 $2.76M 0.11% -3,507 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,420 shares; 2023Q3: 11,594 shares; 2023Q4: 11,315 shares; 2024Q1: 10,748 shares; 2024Q2: 10,788 shares; 2024Q3: 10,586 shares; 2024Q4: 9,954 shares 9,954 $2.75M 0.11% -632 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 649 shares; 2023Q3: 4,195 shares; 2023Q4: 5,235 shares; 2024Q1: 5,727 shares; 2024Q2: 11,776 shares; 2024Q3: 14,947 shares; 2024Q4: 19,195 shares 19,195 $2.74M 0.11% +4,248 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 23,638 shares; 2023Q3: 24,398 shares; 2023Q4: 28,132 shares; 2024Q1: 29,993 shares; 2024Q2: 32,437 shares; 2024Q3: 34,842 shares; 2024Q4: 46,248 shares 46,248 $2.74M 0.11% +11,406 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 34,392 shares; 2023Q3: 33,228 shares; 2023Q4: 29,900 shares; 2024Q1: 32,385 shares; 2024Q2: 32,368 shares; 2024Q3: 47,763 shares; 2024Q4: 50,620 shares 50,620 $2.73M 0.11% +2,857 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 58,847 shares; 2023Q3: 57,721 shares; 2023Q4: 54,933 shares; 2024Q1: 53,548 shares; 2024Q2: 52,123 shares; 2024Q3: 50,947 shares; 2024Q4: 48,957 shares 48,957 $2.72M 0.11% -1,990 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 74,103 shares; 2023Q3: 77,226 shares; 2023Q4: 77,283 shares; 2024Q1: 74,730 shares; 2024Q2: 72,961 shares; 2024Q3: 37,765 shares; 2024Q4: 35,257 shares 35,257 $2.67M 0.11% -2,508 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 19,768 shares; 2023Q3: 17,732 shares; 2023Q4: 13,869 shares; 2024Q1: 15,627 shares; 2024Q2: 13,486 shares; 2024Q3: 13,775 shares; 2024Q4: 13,600 shares 13,600 $2.66M 0.11% -175 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 13,542 shares; 2023Q3: 13,194 shares; 2023Q4: 13,677 shares; 2024Q1: 13,511 shares; 2024Q2: 11,998 shares; 2024Q3: 11,821 shares; 2024Q4: 11,635 shares 11,635 $2.57M 0.1% -186 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 19,407 shares; 2023Q3: 19,726 shares; 2023Q4: 19,458 shares; 2024Q1: 18,793 shares; 2024Q2: 18,646 shares; 2024Q3: 18,499 shares; 2024Q4: 18,549 shares 18,549 $2.55M 0.1% +50 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 42,654 shares; 2023Q3: 42,583 shares; 2023Q4: 44,454 shares; 2024Q1: 44,980 shares; 2024Q2: 44,813 shares; 2024Q3: 43,397 shares; 2024Q4: 41,833 shares 41,833 $2.52M 0.1% -1,564 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 28,435 shares; 2023Q3: 31,475 shares; 2023Q4: 28,085 shares; 2024Q1: 28,793 shares; 2024Q2: 37,266 shares; 2024Q3: 39,930 shares; 2024Q4: 48,086 shares 48,086 $2.51M 0.1% +8,156 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 36,590 shares; 2023Q3: 35,230 shares; 2023Q4: 33,675 shares; 2024Q1: 32,305 shares; 2024Q2: 31,428 shares; 2024Q3: 30,153 shares; 2024Q4: 29,172 shares 29,172 $2.47M 0.1% -981 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 34,889 shares; 2023Q3: 37,169 shares; 2023Q4: 36,397 shares; 2024Q1: 37,600 shares; 2024Q2: 37,582 shares; 2024Q3: 32,464 shares; 2024Q4: 26,278 shares 26,278 $2.4M 0.1% -6,186 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,489 shares; 2023Q3: 2,789 shares; 2023Q4: 4,616 shares; 2024Q1: 9,710 shares; 2024Q2: 26,657 shares; 2024Q3: 31,915 shares; 2024Q4: 39,617 shares 39,617 $2.39M 0.1% +7,702 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 30,123 shares; 2023Q3: 30,169 shares; 2023Q4: 30,566 shares; 2024Q1: 21,964 shares; 2024Q2: 19,487 shares; 2024Q3: 18,503 shares; 2024Q4: 18,028 shares 18,028 $2.38M 0.1% -475 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 43,539 shares; 2023Q3: 40,649 shares; 2023Q4: 39,869 shares; 2024Q1: 45,136 shares; 2024Q2: 47,000 shares; 2024Q3: 52,359 shares; 2024Q4: 51,331 shares 51,331 $2.37M 0.1% -1,028 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 26,453 shares; 2023Q3: 24,887 shares; 2023Q4: 24,787 shares; 2024Q1: 24,386 shares; 2024Q2: 24,291 shares; 2024Q3: 23,265 shares; 2024Q4: 22,566 shares 22,566 $2.33M 0.09% -699 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 18,721 shares; 2023Q3: 18,618 shares; 2023Q4: 18,497 shares; 2024Q1: 18,533 shares; 2024Q2: 18,678 shares; 2024Q3: 18,615 shares; 2024Q4: 19,101 shares 19,101 $2.3M 0.09% +486 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,930 shares; 2023Q3: 14,978 shares; 2023Q4: 16,080 shares; 2024Q1: 17,460 shares; 2024Q2: 20,745 shares; 2024Q3: 20,443 shares; 2024Q4: 21,462 shares 21,462 $2.27M 0.09% +1,019 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 84,290 shares; 2023Q3: 82,974 shares; 2023Q4: 83,068 shares; 2024Q1: 82,104 shares; 2024Q2: 70,526 shares; 2024Q3: 52,159 shares; 2024Q4: 30,136 shares 30,136 $2.26M 0.09% -22,023 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,316 shares; 2023Q3: 5,282 shares; 2023Q4: 4,979 shares; 2024Q1: 4,750 shares; 2024Q2: 4,761 shares; 2024Q3: 4,680 shares; 2024Q4: 4,644 shares 4,644 $2.26M 0.09% -36 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 16,758 shares; 2023Q3: 14,701 shares; 2023Q4: 14,066 shares; 2024Q1: 14,094 shares; 2024Q2: 14,138 shares; 2024Q3: 14,016 shares; 2024Q4: 14,901 shares 14,901 $2.22M 0.09% +885 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 405 shares; 2023Q3: not reported; 2023Q4: 195 shares; 2024Q1: 195 shares; 2024Q2: 2,992 shares; 2024Q3: 13,773 shares; 2024Q4: 19,037 shares 19,037 $2.16M 0.09% +5,264 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,300 shares; 2023Q3: 2,123 shares; 2023Q4: 2,910 shares; 2024Q1: 2,968 shares; 2024Q2: 4,289 shares; 2024Q3: 4,263 shares; 2024Q4: 3,988 shares 3,988 $2.15M 0.09% -275 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,916 shares; 2023Q3: 10,764 shares; 2023Q4: 12,004 shares; 2024Q1: 13,006 shares; 2024Q2: 15,606 shares; 2024Q3: 15,351 shares; 2024Q4: 16,512 shares 16,512 $2.08M 0.08% +1,161 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 31,585 shares; 2023Q3: 30,547 shares; 2023Q4: 29,843 shares; 2024Q1: 27,351 shares; 2024Q2: 25,404 shares; 2024Q3: 23,064 shares; 2024Q4: 21,788 shares 21,788 $2.02M 0.08% -1,276 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,050 shares; 2023Q3: 9,517 shares; 2023Q4: 8,725 shares; 2024Q1: 8,628 shares; 2024Q2: 8,395 shares; 2024Q3: 8,169 shares; 2024Q4: 7,640 shares 7,640 $1.99M 0.08% -529 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 14,708 shares; 2023Q3: 14,211 shares; 2023Q4: 13,257 shares; 2024Q1: 13,142 shares; 2024Q2: 13,319 shares; 2024Q3: 13,467 shares; 2024Q4: 14,086 shares 14,086 $1.97M 0.08% +619 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 17,090 shares; 2023Q3: 17,165 shares; 2023Q4: 17,010 shares; 2024Q1: 16,691 shares; 2024Q2: 15,889 shares; 2024Q3: 15,802 shares; 2024Q4: 15,513 shares 15,513 $1.97M 0.08% -289 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 14,644 shares; 2023Q3: 14,811 shares; 2023Q4: 14,931 shares; 2024Q1: 15,007 shares; 2024Q2: 15,034 shares; 2024Q3: 15,203 shares; 2024Q4: 15,825 shares 15,825 $1.94M 0.08% +622 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 17 shares; 2023Q3: 17 shares; 2023Q4: 198 shares; 2024Q1: 303 shares; 2024Q2: 340 shares; 2024Q3: 1,155 shares; 2024Q4: 4,776 shares 4,776 $1.92M 0.08% +3,621 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 325 shares; 2023Q3: 325 shares; 2023Q4: 52 shares; 2024Q1: 37,452 shares; 2024Q2: 37,452 shares; 2024Q3: 38,790 shares; 2024Q4: 32,816 shares 32,816 $1.9M 0.08% -5,974 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 58,909 shares; 2023Q3: 52,049 shares; 2023Q4: 50,663 shares; 2024Q1: 49,054 shares; 2024Q2: 44,971 shares; 2024Q3: 47,815 shares; 2024Q4: 43,109 shares 43,109 $1.89M 0.08% -4,706 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 85,950 shares; 2023Q3: 81,850 shares; 2023Q4: 75,165 shares; 2024Q1: 66,460 shares; 2024Q2: 63,857 shares; 2024Q3: 52,860 shares; 2024Q4: 40,648 shares 40,648 $1.82M 0.07% -12,212 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,822 shares; 2023Q3: 3,942 shares; 2023Q4: 3,676 shares; 2024Q1: 5,359 shares; 2024Q2: 10,803 shares; 2024Q3: 10,731 shares; 2024Q4: 10,729 shares 10,729 $1.82M 0.07% -2 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,357 shares; 2023Q3: 1,311 shares; 2023Q4: 30,329 shares; 2024Q1: 21,227 shares; 2024Q2: 22,245 shares; 2024Q3: 22,906 shares; 2024Q4: 18,417 shares 18,417 $1.78M 0.07% -4,489 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 8,090 shares; 2023Q4: 23,806 shares; 2024Q1: 28,678 shares; 2024Q2: 45,085 shares; 2024Q3: 50,184 shares; 2024Q4: 55,509 shares 55,509 $1.71M 0.07% +5,325 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,772 shares; 2023Q3: 7,778 shares; 2023Q4: 6,733 shares; 2024Q1: 6,496 shares; 2024Q2: 6,496 shares; 2024Q3: 6,479 shares; 2024Q4: 6,468 shares 6,468 $1.71M 0.07% -11 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 20,254 shares; 2023Q3: 20,129 shares; 2023Q4: 20,062 shares; 2024Q1: 20,292 shares; 2024Q2: 19,542 shares; 2024Q3: 19,794 shares; 2024Q4: 19,232 shares 19,232 $1.65M 0.07% -562 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,976 shares; 2023Q3: 12,901 shares; 2023Q4: 12,370 shares; 2024Q1: 12,396 shares; 2024Q2: 9,817 shares; 2024Q3: 10,052 shares; 2024Q4: 9,584 shares 9,584 $1.57M 0.06% -468 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,022 shares; 2023Q3: 6,827 shares; 2023Q4: 7,319 shares; 2024Q1: 8,300 shares; 2024Q2: 9,211 shares; 2024Q3: 9,856 shares; 2024Q4: 11,646 shares 11,646 $1.56M 0.06% +1,790 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,220 shares; 2023Q3: 18,460 shares; 2023Q4: 18,610 shares; 2024Q1: 17,809 shares; 2024Q2: 17,809 shares; 2024Q3: 17,789 shares; 2024Q4: 17,542 shares 17,542 $1.54M 0.06% -247 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 14,643 shares; 2023Q3: 13,822 shares; 2023Q4: 11,633 shares; 2024Q1: 11,069 shares; 2024Q2: 9,235 shares; 2024Q3: 7,949 shares; 2024Q4: 7,259 shares 7,259 $1.53M 0.06% -690 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 464 shares 464 $1.49M 0.06% +457 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 20,411 shares; 2023Q3: 20,411 shares; 2023Q4: 20,411 shares; 2024Q1: 21,330 shares; 2024Q2: 21,422 shares; 2024Q3: 21,423 shares; 2024Q4: 64,069 shares 64,069 $1.49M 0.06% +42,646 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,757 shares; 2023Q3: 7,033 shares; 2023Q4: 5,536 shares; 2024Q1: 5,536 shares; 2024Q2: 5,536 shares; 2024Q3: 5,536 shares; 2024Q4: 38,654 shares 38,654 $1.46M 0.06% +33,118 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,207 shares; 2024Q1: 9,207 shares; 2024Q2: 9,207 shares; 2024Q3: 9,207 shares; 2024Q4: 9,207 shares 9,207 $1.43M 0.06% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 13,886 shares; 2023Q3: 13,929 shares; 2023Q4: 15,597 shares; 2024Q1: 17,615 shares; 2024Q2: 17,770 shares; 2024Q3: 18,951 shares; 2024Q4: 18,639 shares 18,639 $1.42M 0.06% -312 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,603 shares; 2023Q3: 9,270 shares; 2023Q4: 9,719 shares; 2024Q1: 10,246 shares; 2024Q2: 9,679 shares; 2024Q3: 9,206 shares; 2024Q4: 9,123 shares 9,123 $1.41M 0.06% -83 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 16,983 shares; 2023Q3: 16,794 shares; 2023Q4: 16,224 shares; 2024Q1: 15,614 shares; 2024Q2: 15,252 shares; 2024Q3: 14,695 shares; 2024Q4: 13,228 shares 13,228 $1.41M 0.06% -1,467 Timeline MANAGED PORTFOLIO SERIES MANAGED PORTFOLIO SERIES More: the full row for MANAGED PORTFOLIO SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 36,421 shares; 2023Q3: 37,576 shares; 2023Q4: 38,726 shares; 2024Q1: 39,071 shares; 2024Q2: 42,576 shares; 2024Q3: 42,131 shares; 2024Q4: 41,063 shares 41,063 $1.4M 0.06% -1,068 SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,058 shares; 2023Q3: 4,063 shares; 2023Q4: 4,063 shares; 2024Q1: 4,171 shares; 2024Q2: 4,120 shares; 2024Q3: 4,111 shares; 2024Q4: 4,084 shares 4,084 $1.39M 0.06% -27 Timeline RDVI 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 37,397 shares; 2024Q1: 37,574 shares; 2024Q2: 55,078 shares; 2024Q3: 55,533 shares; 2024Q4: 56,003 shares 56,003 $1.36M 0.05% +470 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 30,310 shares; 2023Q3: 33,540 shares; 2023Q4: 35,124 shares; 2024Q1: 39,419 shares; 2024Q2: 42,440 shares; 2024Q3: 45,976 shares; 2024Q4: 53,702 shares 53,702 $1.35M 0.05% +7,726 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,508 shares; 2023Q3: 5,998 shares; 2023Q4: 6,108 shares; 2024Q1: 6,368 shares; 2024Q2: 6,168 shares; 2024Q3: 6,443 shares; 2024Q4: 7,556 shares 7,556 $1.33M 0.05% +1,113 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 104,403 shares; 2023Q3: 108,580 shares; 2023Q4: 108,942 shares; 2024Q1: 104,931 shares; 2024Q2: 85,345 shares; 2024Q3: 67,849 shares; 2024Q4: 35,480 shares 35,480 $1.33M 0.05% -32,369 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,571 shares; 2023Q3: 12,439 shares; 2023Q4: 12,355 shares; 2024Q1: 11,775 shares; 2024Q2: 11,392 shares; 2024Q3: 10,749 shares; 2024Q4: 10,510 shares 10,510 $1.33M 0.05% -239 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,797 shares; 2023Q3: 9,958 shares; 2023Q4: 9,998 shares; 2024Q1: 9,998 shares; 2024Q2: 10,120 shares; 2024Q3: 10,113 shares; 2024Q4: 10,050 shares 10,050 $1.32M 0.05% -63 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 302 shares; 2024Q2: 6,462 shares; 2024Q3: 15,857 shares; 2024Q4: 31,872 shares 31,872 $1.32M 0.05% +16,015 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,186 shares; 2023Q3: 2,991 shares; 2023Q4: 2,986 shares; 2024Q1: 3,040 shares; 2024Q2: 5,136 shares; 2024Q3: 5,136 shares; 2024Q4: 5,143 shares 5,143 $1.3M 0.05% +7 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 35,910 shares; 2023Q3: 33,472 shares; 2023Q4: 32,725 shares; 2024Q1: 28,730 shares; 2024Q2: 28,542 shares; 2024Q3: 27,847 shares; 2024Q4: 27,133 shares 27,133 $1.29M 0.05% -714 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 17,800 shares; 2023Q3: 17,278 shares; 2023Q4: 17,312 shares; 2024Q1: 16,096 shares; 2024Q2: 15,849 shares; 2024Q3: 15,894 shares; 2024Q4: 15,569 shares 15,569 $1.28M 0.05% -325 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 15,554 shares; 2023Q3: 15,589 shares; 2023Q4: 9,758 shares; 2024Q1: 6,905 shares; 2024Q2: 7,153 shares; 2024Q3: 6,864 shares; 2024Q4: 7,068 shares 7,068 $1.25M 0.05% +204 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,021 shares; 2023Q3: 13,404 shares; 2023Q4: 12,203 shares; 2024Q1: 11,610 shares; 2024Q2: 12,374 shares; 2024Q3: 12,276 shares; 2024Q4: 12,241 shares 12,241 $1.23M 0.05% -35 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,040 shares; 2023Q3: 4,860 shares; 2023Q4: 8,780 shares; 2024Q1: 26,830 shares; 2024Q2: 32,532 shares; 2024Q3: 37,249 shares; 2024Q4: 48,305 shares 48,305 $1.21M 0.05% +11,056 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 15,307 shares; 2023Q3: 15,014 shares; 2023Q4: 14,397 shares; 2024Q1: 14,416 shares; 2024Q2: 13,423 shares; 2024Q3: 12,958 shares; 2024Q4: 12,274 shares 12,274 $1.19M 0.05% -684 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 39,730 shares; 2023Q3: 38,372 shares; 2023Q4: 38,435 shares; 2024Q1: 35,996 shares; 2024Q2: 33,333 shares; 2024Q3: 29,251 shares; 2024Q4: 28,047 shares 28,047 $1.19M 0.05% -1,204 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 20,711 shares; 2023Q3: 20,501 shares; 2023Q4: 20,651 shares; 2024Q1: 19,510 shares; 2024Q2: 17,286 shares; 2024Q3: 16,613 shares; 2024Q4: 15,527 shares 15,527 $1.18M 0.05% -1,086 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,273 shares; 2023Q3: 10,306 shares; 2023Q4: 10,349 shares; 2024Q1: 10,358 shares; 2024Q2: 7,984 shares; 2024Q3: 8,222 shares; 2024Q4: 8,214 shares 8,214 $1.18M 0.05% -8 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 25,555 shares; 2024Q3: 22,798 shares; 2024Q4: 21,108 shares 21,108 $1.14M 0.05% -1,690 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,931 shares; 2023Q3: 5,040 shares; 2023Q4: 5,320 shares; 2024Q1: 4,145 shares; 2024Q2: 3,901 shares; 2024Q3: 3,548 shares; 2024Q4: 3,219 shares 3,219 $1.12M 0.05% -329 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 35,390 shares; 2023Q3: 37,855 shares; 2023Q4: 38,745 shares; 2024Q1: 39,140 shares; 2024Q2: 41,162 shares; 2024Q3: 42,632 shares; 2024Q4: 44,485 shares 44,485 $1.12M 0.05% +1,853 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 102 shares; 2023Q3: 2,157 shares; 2023Q4: 2,157 shares; 2024Q1: 2,157 shares; 2024Q2: 5,422 shares; 2024Q3: 5,422 shares; 2024Q4: 5,422 shares 5,422 $1.11M 0.04% 0 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 38,785 shares; 2023Q3: 38,220 shares; 2023Q4: 37,310 shares; 2024Q1: 35,795 shares; 2024Q2: 41,027 shares; 2024Q3: 48,122 shares; 2024Q4: 43,388 shares 43,388 $1.1M 0.04% -4,734 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 23,885 shares; 2023Q3: 23,042 shares; 2023Q4: 20,826 shares; 2024Q1: 16,773 shares; 2024Q2: 13,483 shares; 2024Q3: 9,733 shares; 2024Q4: 8,656 shares 8,656 $1.1M 0.04% -1,077 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,338 shares; 2023Q3: 6,338 shares; 2023Q4: 6,338 shares; 2024Q1: 6,760 shares; 2024Q2: 6,725 shares; 2024Q3: 6,834 shares; 2024Q4: 6,728 shares 6,728 $1.09M 0.04% -106 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 23,837 shares; 2024Q4: 43,029 shares 43,029 $1.09M 0.04% +19,192 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 57,792 shares; 2023Q3: 61,674 shares; 2023Q4: 51,423 shares; 2024Q1: 44,737 shares; 2024Q2: 37,792 shares; 2024Q3: 34,194 shares; 2024Q4: 47,793 shares 47,793 $1.09M 0.04% +13,599 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 12,355 shares; 2024Q1: 12,375 shares; 2024Q2: 12,355 shares; 2024Q3: 12,355 shares; 2024Q4: 12,355 shares 12,355 $1.09M 0.04% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 19,229 shares; 2024Q1: 14,922 shares; 2024Q2: 12,710 shares; 2024Q3: 11,520 shares; 2024Q4: 10,655 shares 10,655 $1.09M 0.04% -865 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 19,268 shares; 2023Q3: 18,648 shares; 2023Q4: 19,003 shares; 2024Q1: 20,392 shares; 2024Q2: 19,594 shares; 2024Q3: 19,435 shares; 2024Q4: 18,769 shares 18,769 $1.07M 0.04% -666 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 24,295 shares; 2023Q3: 24,111 shares; 2023Q4: 25,309 shares; 2024Q1: 21,443 shares; 2024Q2: 21,656 shares; 2024Q3: 20,472 shares; 2024Q4: 20,250 shares 20,250 $1.06M 0.04% -222 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,430 shares; 2024Q3: 4,804 shares; 2024Q4: 20,458 shares 20,458 $1.06M 0.04% +15,654 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 449 shares; 2023Q3: 401 shares; 2023Q4: 401 shares; 2024Q1: 401 shares; 2024Q2: 446 shares; 2024Q3: 5,401 shares; 2024Q4: 7,512 shares 7,512 $1.05M 0.04% +2,111 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 53,893 shares; 2024Q3: 53,893 shares; 2024Q4: 53,893 shares 53,893 $1.04M 0.04% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 112,889 shares; 2023Q3: 101,264 shares; 2023Q4: 95,425 shares; 2024Q1: 89,875 shares; 2024Q2: 87,017 shares; 2024Q3: 61,151 shares; 2024Q4: 51,696 shares 51,696 $1.04M 0.04% -9,455 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 18,213 shares; 2023Q3: 14,775 shares; 2023Q4: 14,044 shares; 2024Q1: 13,198 shares; 2024Q2: 13,239 shares; 2024Q3: 14,243 shares; 2024Q4: 12,963 shares 12,963 $1.04M 0.04% -1,280 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 13,178 shares; 2023Q3: 13,264 shares; 2023Q4: 13,293 shares; 2024Q1: 13,373 shares; 2024Q2: 12,977 shares; 2024Q3: 12,789 shares; 2024Q4: 12,737 shares 12,737 $996K 0.04% -52 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 43,573 shares; 2023Q3: 39,930 shares; 2023Q4: 37,365 shares; 2024Q1: 35,415 shares; 2024Q2: 37,580 shares; 2024Q3: 39,324 shares; 2024Q4: 35,854 shares 35,854 $954K 0.04% -3,470 RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,860 shares; 2023Q3: 4,929 shares; 2023Q4: 5,567 shares; 2024Q1: 5,509 shares; 2024Q2: 5,373 shares; 2024Q3: 5,516 shares; 2024Q4: 5,399 shares 5,399 $946K 0.04% -117 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,568 shares; 2023Q3: 4,854 shares; 2023Q4: 4,444 shares; 2024Q1: 4,169 shares; 2024Q2: 5,105 shares; 2024Q3: 4,834 shares; 2024Q4: 4,901 shares 4,901 $945K 0.04% +67 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 90,471 shares; 2023Q3: 79,046 shares; 2023Q4: 65,161 shares; 2024Q1: 55,215 shares; 2024Q2: 41,709 shares; 2024Q3: 38,136 shares; 2024Q4: 35,486 shares 35,486 $941K 0.04% -2,650 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 17,407 shares; 2023Q3: 17,407 shares; 2023Q4: 16,957 shares; 2024Q1: 16,707 shares; 2024Q2: 16,707 shares; 2024Q3: 16,707 shares; 2024Q4: 16,707 shares 16,707 $941K 0.04% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,317 shares; 2023Q3: 6,281 shares; 2023Q4: 6,409 shares; 2024Q1: 6,495 shares; 2024Q2: 6,738 shares; 2024Q3: 6,794 shares; 2024Q4: 7,424 shares 7,424 $897K 0.04% +630 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,755 shares; 2023Q3: 15,688 shares; 2023Q4: 27,508 shares; 2024Q1: 26,508 shares; 2024Q2: 26,508 shares; 2024Q3: 25,508 shares; 2024Q4: 23,858 shares 23,858 $896K 0.04% -1,650 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,817 shares; 2023Q3: 7,312 shares; 2023Q4: 6,921 shares; 2024Q1: 6,641 shares; 2024Q2: 6,914 shares; 2024Q3: 6,348 shares; 2024Q4: 6,781 shares 6,781 $889K 0.04% +433 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,222 shares; 2023Q3: 1,347 shares; 2023Q4: 1,426 shares; 2024Q1: 1,521 shares; 2024Q2: 1,537 shares; 2024Q3: 1,007 shares; 2024Q4: 995 shares 995 $886K 0.04% -12 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,896 shares; 2023Q3: 2,606 shares; 2023Q4: 2,617 shares; 2024Q1: 2,620 shares; 2024Q2: 15,844 shares; 2024Q3: 15,047 shares; 2024Q4: 15,047 shares 15,047 $864K 0.03% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,217 shares; 2023Q3: 12,602 shares; 2023Q4: 12,602 shares; 2024Q1: 12,322 shares; 2024Q2: 11,101 shares; 2024Q3: 11,015 shares; 2024Q4: 10,807 shares 10,807 $850K 0.03% -208 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 49,859 shares; 2023Q3: 51,496 shares; 2023Q4: 19,024 shares; 2024Q1: 15,636 shares; 2024Q2: 14,616 shares; 2024Q3: 13,544 shares; 2024Q4: 11,952 shares 11,952 $841K 0.03% -1,592 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,991 shares; 2023Q3: 9,077 shares; 2023Q4: 9,265 shares; 2024Q1: 8,180 shares; 2024Q2: 7,236 shares; 2024Q3: 6,237 shares; 2024Q4: 6,805 shares 6,805 $834K 0.03% +568 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,601 shares; 2023Q3: 5,261 shares; 2023Q4: 4,876 shares; 2024Q1: 4,091 shares; 2024Q2: 9,097 shares; 2024Q3: 9,097 shares; 2024Q4: 9,097 shares 9,097 $827K 0.03% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 12 shares; 2024Q2: 12,750 shares; 2024Q3: 13,350 shares; 2024Q4: 13,350 shares 13,350 $805K 0.03% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,651 shares; 2023Q3: 6,507 shares; 2023Q4: 6,460 shares; 2024Q1: 5,809 shares; 2024Q2: 5,864 shares; 2024Q3: 5,824 shares; 2024Q4: 6,461 shares 6,461 $801K 0.03% +637 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 23 shares; 2023Q3: 33 shares; 2023Q4: 17 shares; 2024Q1: 24 shares; 2024Q2: 660 shares; 2024Q3: 660 shares; 2024Q4: 656 shares 656 $778K 0.03% -4 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,006 shares; 2023Q3: 4,038 shares; 2023Q4: 4,097 shares; 2024Q1: 4,124 shares; 2024Q2: 4,964 shares; 2024Q3: 6,089 shares; 2024Q4: 6,186 shares 6,186 $750K 0.03% +97 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,919 shares; 2023Q3: 9,661 shares; 2023Q4: 9,482 shares; 2024Q1: 7,625 shares; 2024Q2: 8,207 shares; 2024Q3: 7,007 shares; 2024Q4: 6,699 shares 6,699 $748K 0.03% -308 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,724 shares; 2023Q3: 7,691 shares; 2023Q4: 7,590 shares; 2024Q1: 7,485 shares; 2024Q2: 8,105 shares; 2024Q3: 7,279 shares; 2024Q4: 7,351 shares 7,351 $746K 0.03% +72 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,396 shares; 2023Q3: 6,047 shares; 2023Q4: 5,682 shares; 2024Q1: 6,151 shares; 2024Q2: 5,723 shares; 2024Q3: 7,754 shares; 2024Q4: 6,838 shares 6,838 $737K 0.03% -916 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,166 shares; 2023Q3: 4,137 shares; 2023Q4: 4,012 shares; 2024Q1: 4,833 shares; 2024Q2: 4,541 shares; 2024Q3: 4,688 shares; 2024Q4: 4,328 shares 4,328 $722K 0.03% -360 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,618 shares; 2023Q3: 6,210 shares; 2023Q4: 6,136 shares; 2024Q1: 5,898 shares; 2024Q2: 5,947 shares; 2024Q3: 6,392 shares; 2024Q4: 6,209 shares 6,209 $707K 0.03% -183 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,344 shares; 2023Q3: 9,339 shares; 2023Q4: 5,738 shares; 2024Q1: 4,697 shares; 2024Q2: 3,779 shares; 2024Q3: 3,096 shares; 2024Q4: 2,508 shares 2,508 $706K 0.03% -588 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,295 shares; 2023Q3: 3,901 shares; 2023Q4: 4,498 shares; 2024Q1: 7,391 shares; 2024Q2: 7,624 shares; 2024Q3: 5,847 shares; 2024Q4: 4,521 shares 4,521 $698K 0.03% -1,326 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,069 shares; 2023Q3: 4,089 shares; 2023Q4: 2,901 shares; 2024Q1: 2,765 shares; 2024Q2: 3,340 shares; 2024Q3: 3,340 shares; 2024Q4: 3,180 shares 3,180 $676K 0.03% -160 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,908 shares; 2023Q3: 2,908 shares; 2023Q4: 2,908 shares; 2024Q1: 2,915 shares; 2024Q2: 2,882 shares; 2024Q3: 2,867 shares; 2024Q4: 2,877 shares 2,877 $674K 0.03% +10 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,016 shares; 2023Q3: 9,262 shares; 2023Q4: 14,819 shares; 2024Q1: 10,537 shares; 2024Q2: 10,112 shares; 2024Q3: 9,570 shares; 2024Q4: 9,534 shares 9,534 $670K 0.03% -36 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 19,027 shares; 2023Q3: 24,327 shares; 2023Q4: 23,548 shares; 2024Q1: 20,403 shares; 2024Q2: 20,343 shares; 2024Q3: 20,574 shares; 2024Q4: 20,413 shares 20,413 $659K 0.03% -161 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,651 shares; 2023Q3: 4,875 shares; 2023Q4: 4,565 shares; 2024Q1: 4,927 shares; 2024Q2: 5,822 shares; 2024Q3: 6,186 shares; 2024Q4: 6,186 shares 6,186 $658K 0.03% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 14,935 shares; 2023Q3: 13,984 shares; 2023Q4: 10,766 shares; 2024Q1: 9,486 shares; 2024Q2: 9,435 shares; 2024Q3: 8,750 shares; 2024Q4: 8,508 shares 8,508 $651K 0.03% -242 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 25,452 shares; 2023Q3: 25,998 shares; 2023Q4: 15,862 shares; 2024Q1: 11,062 shares; 2024Q2: 10,862 shares; 2024Q3: 10,362 shares; 2024Q4: 10,262 shares 10,262 $640K 0.03% -100 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,517 shares; 2023Q3: 10,832 shares; 2023Q4: 9,257 shares; 2024Q1: 7,776 shares; 2024Q2: 9,544 shares; 2024Q3: 9,074 shares; 2024Q4: 8,981 shares 8,981 $631K 0.03% -93 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,184 shares; 2023Q3: 6,249 shares; 2023Q4: 6,134 shares; 2024Q1: 6,019 shares; 2024Q2: 5,624 shares; 2024Q3: 5,392 shares; 2024Q4: 4,847 shares 4,847 $627K 0.03% -545 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,757 shares; 2023Q3: 2,697 shares; 2023Q4: 2,692 shares; 2024Q1: 2,687 shares; 2024Q2: 2,698 shares; 2024Q3: 2,728 shares; 2024Q4: 2,722 shares 2,722 $618K 0.03% -6 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 13,512 shares; 2023Q3: 11,107 shares; 2023Q4: 10,150 shares; 2024Q1: 9,711 shares; 2024Q2: 8,215 shares; 2024Q3: 7,238 shares; 2024Q4: 6,930 shares 6,930 $617K 0.02% -308 Timeline PXE 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; 2023Q1: restricted; 2023Q2: 20,078 shares; 2023Q3: 20,179 shares; 2023Q4: 20,346 shares; 2024Q1: 20,441 shares; 2024Q2: 20,551 shares; 2024Q3: 20,694 shares; 2024Q4: 20,840 shares 20,840 $617K 0.02% +146 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 19,178 shares; 2023Q3: 18,716 shares; 2023Q4: 18,108 shares; 2024Q1: 17,096 shares; 2024Q2: 16,161 shares; 2024Q3: 15,787 shares; 2024Q4: 15,337 shares 15,337 $615K 0.02% -450 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,115 shares; 2023Q3: 2,225 shares; 2023Q4: 2,231 shares; 2024Q1: 2,258 shares; 2024Q2: 2,258 shares; 2024Q3: 2,206 shares; 2024Q4: 2,195 shares 2,195 $592K 0.02% -11 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,151 shares; 2023Q3: 2,213 shares; 2023Q4: 2,299 shares; 2024Q1: 2,230 shares; 2024Q2: 2,438 shares; 2024Q3: 2,438 shares; 2024Q4: 2,413 shares 2,413 $587K 0.02% -25 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 23,144 shares; 2023Q3: 21,692 shares; 2023Q4: 18,888 shares; 2024Q1: 17,325 shares; 2024Q2: 14,824 shares; 2024Q3: 10,944 shares; 2024Q4: 8,449 shares 8,449 $577K 0.02% -2,495 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8 shares; 2023Q3: 2,396 shares; 2023Q4: 1,888 shares; 2024Q1: 1,888 shares; 2024Q2: 1,883 shares; 2024Q3: 1,866 shares; 2024Q4: 1,895 shares 1,895 $569K 0.02% +29 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,020 shares; 2023Q3: 6,021 shares; 2023Q4: 6,023 shares; 2024Q1: 6,024 shares; 2024Q2: 4,720 shares; 2024Q3: 5,021 shares; 2024Q4: 5,022 shares 5,022 $561K 0.02% +1 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,180 shares; 2023Q3: 3,255 shares; 2023Q4: 3,110 shares; 2024Q1: 3,354 shares; 2024Q2: 2,925 shares; 2024Q3: 2,844 shares; 2024Q4: 2,822 shares 2,822 $539K 0.02% -22 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,063 shares; 2023Q3: 4,663 shares; 2023Q4: 3,888 shares; 2024Q1: 3,888 shares; 2024Q2: 4,188 shares; 2024Q3: 4,188 shares; 2024Q4: 4,188 shares 4,188 $539K 0.02% 0 Timeline OVB LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 21,994 shares; 2023Q3: 19,499 shares; 2023Q4: 20,266 shares; 2024Q1: 20,112 shares; 2024Q2: 20,150 shares; 2024Q3: 20,231 shares; 2024Q4: 26,297 shares 26,297 $532K 0.02% +6,066 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,444 shares; 2023Q3: 2,523 shares; 2023Q4: 2,519 shares; 2024Q1: 2,646 shares; 2024Q2: 2,698 shares; 2024Q3: 2,772 shares; 2024Q4: 2,930 shares 2,930 $520K 0.02% +158 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,995 shares; 2023Q3: 2,995 shares; 2023Q4: 2,995 shares; 2024Q1: 3,147 shares; 2024Q2: 3,042 shares; 2024Q3: 3,046 shares; 2024Q4: 2,992 shares 2,992 $507K 0.02% -54 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,440 shares; 2023Q3: 1,440 shares; 2023Q4: 1,440 shares; 2024Q1: 1,440 shares; 2024Q2: 2,257 shares; 2024Q3: 9,359 shares; 2024Q4: 12,321 shares 12,321 $505K 0.02% +2,962 Timeline PID 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 35,382 shares; 2024Q1: 35,382 shares; 2024Q2: 27,382 shares; 2024Q3: 27,382 shares; 2024Q4: 27,382 shares 27,382 $501K 0.02% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 835 shares; 2023Q3: 5,975 shares; 2023Q4: 5,975 shares; 2024Q1: 6,114 shares; 2024Q2: 6,114 shares; 2024Q3: 5,916 shares; 2024Q4: 5,891 shares 5,891 $501K 0.02% -25 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,296 shares; 2023Q3: 4,296 shares; 2023Q4: 4,296 shares; 2024Q1: 4,392 shares; 2024Q2: 4,392 shares; 2024Q3: 4,392 shares; 2024Q4: 9,492 shares 9,492 $489K 0.02% +5,100 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,158 shares; 2023Q3: 1,183 shares; 2023Q4: 1,158 shares; 2024Q1: 1,477 shares; 2024Q2: 1,696 shares; 2024Q3: 1,279 shares; 2024Q4: 1,270 shares 1,270 $486K 0.02% -9 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,015 shares; 2023Q3: 7,963 shares; 2023Q4: 7,169 shares; 2024Q1: 6,429 shares; 2024Q2: 6,281 shares; 2024Q3: 5,761 shares; 2024Q4: 4,946 shares 4,946 $482K 0.02% -815 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 17,442 shares; 2023Q3: 17,457 shares; 2023Q4: 16,991 shares; 2024Q1: 16,566 shares; 2024Q2: 18,551 shares; 2024Q3: 18,211 shares; 2024Q4: 14,711 shares 14,711 $481K 0.02% -3,500 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 374 shares; 2023Q3: 4,033 shares; 2023Q4: 4,033 shares; 2024Q1: 4,033 shares; 2024Q2: 4,263 shares; 2024Q3: 4,063 shares; 2024Q4: 4,735 shares 4,735 $475K 0.02% +672 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,546 shares; 2023Q3: 1,290 shares; 2023Q4: 1,268 shares; 2024Q1: 998 shares; 2024Q2: 998 shares; 2024Q3: 1,003 shares; 2024Q4: 1,009 shares 1,009 $473K 0.02% +6 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,616 shares; 2023Q3: 9,616 shares; 2023Q4: 9,616 shares; 2024Q1: 9,626 shares; 2024Q2: 9,626 shares; 2024Q3: 9,556 shares; 2024Q4: 9,556 shares 9,556 $463K 0.02% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,709 shares; 2023Q3: 8,549 shares; 2023Q4: 8,559 shares; 2024Q1: 8,174 shares; 2024Q2: 7,696 shares; 2024Q3: 7,631 shares; 2024Q4: 6,204 shares 6,204 $461K 0.02% -1,427 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,886 shares; 2023Q3: 5,886 shares; 2023Q4: 5,886 shares; 2024Q1: 8,174 shares; 2024Q2: 8,161 shares; 2024Q3: 7,634 shares; 2024Q4: 7,634 shares 7,634 $455K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,345 shares; 2023Q3: 5,986 shares; 2023Q4: 5,921 shares; 2024Q1: 5,800 shares; 2024Q2: 5,780 shares; 2024Q3: 5,715 shares; 2024Q4: 4,900 shares 4,900 $452K 0.02% -815 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,266 shares; 2023Q3: 1,268 shares; 2023Q4: 1,227 shares; 2024Q1: 1,612 shares; 2024Q2: 1,534 shares; 2024Q3: 1,535 shares; 2024Q4: 1,535 shares 1,535 $442K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,186 shares; 2023Q3: 1,186 shares; 2023Q4: 1,186 shares; 2024Q1: 1,216 shares; 2024Q2: 1,110 shares; 2024Q3: 1,690 shares; 2024Q4: 1,280 shares 1,280 $438K 0.02% -410 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,711 shares; 2023Q3: 1,734 shares; 2023Q4: 1,786 shares; 2024Q1: 1,770 shares; 2024Q2: 1,688 shares; 2024Q3: 1,666 shares; 2024Q4: 1,659 shares 1,659 $437K 0.02% -7 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,660 shares; 2023Q3: 2,886 shares; 2023Q4: 3,164 shares; 2024Q1: 3,102 shares; 2024Q2: 2,969 shares; 2024Q3: 2,923 shares; 2024Q4: 2,810 shares 2,810 $435K 0.02% -113 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,625 shares; 2023Q3: 4,625 shares; 2023Q4: 4,625 shares; 2024Q1: 4,625 shares; 2024Q2: 4,625 shares; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares 4,500 $425K 0.02% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,473 shares; 2023Q3: 6,473 shares; 2023Q4: 6,473 shares; 2024Q1: 6,473 shares; 2024Q2: 6,473 shares; 2024Q3: 6,473 shares; 2024Q4: 6,373 shares 6,373 $419K 0.02% -100 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,412 shares; 2023Q3: 3,421 shares; 2023Q4: 3,870 shares; 2024Q1: 3,609 shares; 2024Q2: 3,618 shares; 2024Q3: 4,040 shares; 2024Q4: 3,634 shares 3,634 $407K 0.02% -406 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,554 shares; 2023Q3: 4,399 shares; 2023Q4: 4,292 shares; 2024Q1: 5,308 shares; 2024Q2: 5,909 shares; 2024Q3: 5,843 shares; 2024Q4: 5,893 shares 5,893 $398K 0.02% +50 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,934 shares; 2023Q3: 3,909 shares; 2023Q4: 3,239 shares; 2024Q1: 3,075 shares; 2024Q2: 2,900 shares; 2024Q3: 2,900 shares; 2024Q4: 2,905 shares 2,905 $381K 0.02% +5 Timeline PSCE 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 7,643 shares; 2023Q4: 7,688 shares; 2024Q1: 7,713 shares; 2024Q2: 7,741 shares; 2024Q3: 7,786 shares; 2024Q4: 7,815 shares 7,815 $378K 0.02% +29 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 890 shares; 2024Q3: 1,037 shares; 2024Q4: 1,143 shares 1,143 $376K 0.02% +106 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,877 shares; 2023Q3: 12,777 shares; 2023Q4: 12,777 shares; 2024Q1: 12,777 shares; 2024Q2: 13,377 shares; 2024Q3: 11,866 shares; 2024Q4: 11,866 shares 11,866 $372K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,528 shares; 2023Q3: 1,481 shares; 2023Q4: 1,434 shares; 2024Q1: 1,433 shares; 2024Q2: 1,449 shares; 2024Q3: 1,444 shares; 2024Q4: 1,533 shares 1,533 $369K 0.01% +89 Timeline NFTY 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; 2023Q1: restricted; 2023Q2: 6,550 shares; 2023Q3: 6,550 shares; 2023Q4: 6,550 shares; 2024Q1: 6,550 shares; 2024Q2: 6,550 shares; 2024Q3: 6,550 shares; 2024Q4: 6,550 shares 6,550 $367K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,424 shares; 2023Q3: 2,424 shares; 2023Q4: 2,424 shares; 2024Q1: 2,424 shares; 2024Q2: 2,424 shares; 2024Q3: 2,424 shares; 2024Q4: 2,024 shares 2,024 $365K 0.01% -400 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 985 shares; 2023Q3: 1,235 shares; 2023Q4: 1,235 shares; 2024Q1: 1,235 shares; 2024Q2: 1,235 shares; 2024Q3: 1,933 shares; 2024Q4: 1,933 shares 1,933 $363K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,386 shares; 2023Q3: 2,386 shares; 2023Q4: 2,391 shares; 2024Q1: 2,221 shares; 2024Q2: 858 shares; 2024Q3: 836 shares; 2024Q4: 836 shares 836 $356K 0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,519 shares; 2023Q3: 3,425 shares; 2023Q4: 3,431 shares; 2024Q1: 3,436 shares; 2024Q2: 3,436 shares; 2024Q3: 4,255 shares; 2024Q4: 12,793 shares 12,793 $354K 0.01% +8,538 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 679 shares; 2023Q3: 679 shares; 2023Q4: 5,141 shares; 2024Q1: 6,725 shares; 2024Q2: 9,891 shares; 2024Q3: 9,054 shares; 2024Q4: 9,946 shares 9,946 $353K 0.01% +892 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,802 shares; 2023Q3: 3,573 shares; 2023Q4: 5,190 shares; 2024Q1: 5,885 shares; 2024Q2: 5,468 shares; 2024Q3: 7,427 shares; 2024Q4: 5,813 shares 5,813 $350K 0.01% -1,614 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 33,770 shares; 2023Q3: 32,599 shares; 2023Q4: 30,099 shares; 2024Q1: 29,476 shares; 2024Q2: 26,773 shares; 2024Q3: 20,385 shares; 2024Q4: 4,667 shares 4,667 $350K 0.01% -15,718 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 283 shares; 2023Q3: 283 shares; 2023Q4: 283 shares; 2024Q1: 283 shares; 2024Q2: 283 shares; 2024Q3: 283 shares; 2024Q4: 283 shares 283 $346K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 9 shares; 2023Q4: 34 shares; 2024Q1: 29 shares; 2024Q2: 1,213 shares; 2024Q3: 1,213 shares; 2024Q4: 1,213 shares 1,213 $344K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,077 shares; 2023Q3: 1,868 shares; 2023Q4: 1,934 shares; 2024Q1: 1,806 shares; 2024Q2: 1,789 shares; 2024Q3: 1,819 shares; 2024Q4: 1,818 shares 1,818 $341K 0.01% -1 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,891 shares; 2023Q3: 8,883 shares; 2023Q4: 8,955 shares; 2024Q1: 9,076 shares; 2024Q2: 9,009 shares; 2024Q3: 9,747 shares; 2024Q4: 18,252 shares 18,252 $338K 0.01% +8,505 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,542 shares; 2023Q3: 2,364 shares; 2023Q4: 2,321 shares; 2024Q1: 2,615 shares; 2024Q2: 2,671 shares; 2024Q3: 2,585 shares; 2024Q4: 2,681 shares 2,681 $337K 0.01% +96 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 11,648 shares; 2023Q3: 11,764 shares; 2023Q4: 11,764 shares; 2024Q1: 11,648 shares; 2024Q2: 12,107 shares; 2024Q3: 11,391 shares; 2024Q4: 11,898 shares 11,898 $326K 0.01% +507 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,420 shares; 2023Q3: 6,420 shares; 2023Q4: 5,865 shares; 2024Q1: 5,990 shares; 2024Q2: 6,091 shares; 2024Q3: 6,250 shares; 2024Q4: 12,400 shares 12,400 $321K 0.01% +6,150 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,816 shares; 2023Q3: 4,677 shares; 2023Q4: 4,931 shares; 2024Q1: 5,226 shares; 2024Q2: 5,795 shares; 2024Q3: 6,090 shares; 2024Q4: 5,861 shares 5,861 $321K 0.01% -229 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,138 shares; 2023Q3: 1,117 shares; 2023Q4: 1,117 shares; 2024Q1: 5,755 shares; 2024Q2: 5,730 shares; 2024Q3: 5,560 shares; 2024Q4: 5,485 shares 5,485 $320K 0.01% -75 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 997 shares; 2023Q3: 1,216 shares; 2023Q4: 1,217 shares; 2024Q1: 1,218 shares; 2024Q2: 1,218 shares; 2024Q3: 1,219 shares; 2024Q4: 1,220 shares 1,220 $310K 0.01% +1 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 50 shares; 2023Q3: 476 shares; 2023Q4: 476 shares; 2024Q1: 476 shares; 2024Q2: 859 shares; 2024Q3: 859 shares; 2024Q4: 834 shares 834 $308K 0.01% -25 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,608 shares; 2023Q3: 3,608 shares; 2023Q4: 3,472 shares; 2024Q1: 3,472 shares; 2024Q2: 3,472 shares; 2024Q3: 3,472 shares; 2024Q4: 3,320 shares 3,320 $298K 0.01% -152 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,630 shares; 2023Q3: 2,632 shares; 2023Q4: 2,688 shares; 2024Q1: 2,690 shares; 2024Q2: 6,156 shares; 2024Q3: 4,360 shares; 2024Q4: 13,099 shares 13,099 $297K 0.01% +8,739 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,445 shares; 2023Q3: 1,420 shares; 2023Q4: 1,375 shares; 2024Q1: 1,375 shares; 2024Q2: 1,375 shares; 2024Q3: 1,370 shares; 2024Q4: 1,370 shares 1,370 $291K 0.01% 0 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,335 shares; 2024Q1: 3,846 shares; 2024Q2: 5,841 shares; 2024Q3: 10,483 shares; 2024Q4: 12,187 shares 12,187 $284K 0.01% +1,704 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 46 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,705 shares 3,705 $276K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,479 shares; 2023Q3: 2,275 shares; 2023Q4: 2,153 shares; 2024Q1: 2,159 shares; 2024Q2: 2,059 shares; 2024Q3: 2,043 shares; 2024Q4: 2,043 shares 2,043 $274K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,627 shares; 2023Q3: 2,451 shares; 2023Q4: 2,344 shares; 2024Q1: 2,375 shares; 2024Q2: 2,636 shares; 2024Q3: 2,537 shares; 2024Q4: 2,022 shares 2,022 $273K 0.01% -515 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,117 shares; 2023Q3: 2,098 shares; 2023Q4: 2,105 shares; 2024Q1: 2,123 shares; 2024Q2: 2,338 shares; 2024Q3: 2,345 shares; 2024Q4: 2,340 shares 2,340 $273K 0.01% -5 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,420 shares; 2023Q3: 2,650 shares; 2023Q4: 2,650 shares; 2024Q1: 2,942 shares; 2024Q2: 2,996 shares; 2024Q3: 3,206 shares; 2024Q4: 3,146 shares 3,146 $271K 0.01% -60 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,394 shares; 2023Q3: 1,400 shares; 2023Q4: 1,456 shares; 2024Q1: 1,008 shares; 2024Q2: 1,267 shares; 2024Q3: 1,014 shares; 2024Q4: 1,113 shares 1,113 $269K 0.01% +99 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 573 shares; 2023Q3: 553 shares; 2023Q4: 528 shares; 2024Q1: 523 shares; 2024Q2: 523 shares; 2024Q3: 533 shares; 2024Q4: 521 shares 521 $269K 0.01% -12 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,216 shares; 2023Q3: 7,462 shares; 2023Q4: 6,870 shares; 2024Q1: 5,717 shares; 2024Q2: 3,004 shares; 2024Q3: 1,959 shares; 2024Q4: 2,060 shares 2,060 $266K 0.01% +101 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 20,500 shares; 2023Q3: 20,500 shares; 2023Q4: 20,500 shares; 2024Q1: 20,500 shares; 2024Q2: 20,500 shares; 2024Q3: 20,500 shares; 2024Q4: 20,500 shares 20,500 $262K 0.01% 0 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,508 shares; 2024Q1: 5,493 shares; 2024Q2: 5,493 shares; 2024Q3: 5,493 shares; 2024Q4: 5,419 shares 5,419 $261K 0.01% -74 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,519 shares; 2023Q3: 3,616 shares; 2023Q4: 3,625 shares; 2024Q1: 3,939 shares; 2024Q2: 3,904 shares; 2024Q3: 3,689 shares; 2024Q4: 3,689 shares 3,689 $254K 0.01% 0 Timeline CABO CABLE ONE INC More: the full row for CABLE ONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,400 shares; 2023Q3: 1,400 shares; 2023Q4: 1,400 shares; 2024Q1: 1,400 shares; 2024Q2: 1,245 shares; 2024Q3: 700 shares; 2024Q4: 700 shares 700 $253K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,073 shares; 2023Q3: 4,948 shares; 2023Q4: 4,948 shares; 2024Q1: 5,138 shares; 2024Q2: 4,540 shares; 2024Q3: 4,473 shares; 2024Q4: 4,273 shares 4,273 $251K 0.01% -200 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,702 shares; 2023Q3: 1,710 shares; 2023Q4: 1,718 shares; 2024Q1: 1,776 shares; 2024Q2: 1,804 shares; 2024Q3: 1,791 shares; 2024Q4: 1,800 shares 1,800 $251K 0.01% +9 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,892 shares; 2023Q3: 7,926 shares; 2023Q4: 7,832 shares; 2024Q1: 7,222 shares; 2024Q2: 7,127 shares; 2024Q3: 5,987 shares; 2024Q4: 5,987 shares 5,987 $250K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,176 shares; 2023Q3: 2,207 shares; 2023Q4: 2,214 shares; 2024Q1: 2,228 shares; 2024Q2: 2,900 shares; 2024Q3: 2,845 shares; 2024Q4: 2,960 shares 2,960 $250K 0.01% +115 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,061 shares; 2023Q3: 2,605 shares; 2023Q4: 2,550 shares; 2024Q1: 2,550 shares; 2024Q2: 2,300 shares; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares 2,300 $250K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 461 shares; 2023Q3: 450 shares; 2023Q4: 494 shares; 2024Q1: 524 shares; 2024Q2: 579 shares; 2024Q3: 645 shares; 2024Q4: 583 shares 583 $244K 0.01% -62 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 663 shares; 2024Q2: 809 shares; 2024Q3: 960 shares; 2024Q4: 2,955 shares 2,955 $241K 0.01% +1,995 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,964 shares 3,964 $240K 0.01% new Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 273 shares; 2023Q3: 1,564 shares; 2023Q4: 1,564 shares; 2024Q1: 1,538 shares; 2024Q2: 1,538 shares; 2024Q3: 1,538 shares; 2024Q4: 1,382 shares 1,382 $239K 0.01% -156 DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q4: 3,869 shares 3,869 $237K 0.01% +3,077 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,503 shares; 2023Q3: 1,429 shares; 2023Q4: 1,311 shares; 2024Q1: 1,269 shares; 2024Q2: 1,219 shares; 2024Q3: 1,144 shares; 2024Q4: 1,132 shares 1,132 $233K 0.01% -12 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 200 shares; 2023Q3: 220 shares; 2023Q4: 220 shares; 2024Q1: 389 shares; 2024Q2: 893 shares; 2024Q3: 893 shares; 2024Q4: 893 shares 893 $230K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 606 shares; 2023Q3: 606 shares; 2023Q4: 586 shares; 2024Q1: 445 shares; 2024Q2: 443 shares; 2024Q3: 443 shares; 2024Q4: 443 shares 443 $230K 0.01% 0 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,583 shares; 2024Q3: 4,428 shares; 2024Q4: 4,616 shares 4,616 $230K 0.01% +188 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,673 shares; 2023Q3: 1,726 shares; 2023Q4: 1,673 shares; 2024Q1: 2,307 shares; 2024Q2: 1,994 shares; 2024Q3: 1,994 shares; 2024Q4: 1,841 shares 1,841 $230K 0.01% -153 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,204 shares; 2023Q3: 5,622 shares; 2023Q4: 4,795 shares; 2024Q1: 6,104 shares; 2024Q2: 6,166 shares; 2024Q3: 6,167 shares; 2024Q4: 6,027 shares 6,027 $230K 0.01% -140 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,250 shares; 2023Q3: 7,455 shares; 2023Q4: 7,205 shares; 2024Q1: 5,665 shares; 2024Q2: 2,915 shares; 2024Q3: 3,010 shares; 2024Q4: 1,100 shares 1,100 $229K 0.01% -1,910 Timeline MNSB MAINSTREET BANCSHARES INC More: the full row for MAINSTREET BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,600 shares; 2023Q3: 12,600 shares; 2023Q4: 12,600 shares; 2024Q1: 12,600 shares; 2024Q2: 12,600 shares; 2024Q3: 12,600 shares; 2024Q4: 12,600 shares 12,600 $228K 0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,117 shares; 2023Q3: 1,317 shares; 2023Q4: 1,327 shares; 2024Q1: 1,374 shares; 2024Q2: 1,391 shares; 2024Q3: 1,362 shares; 2024Q4: 1,398 shares 1,398 $227K 0.01% +36 Timeline ELME ELME COMMUNITIES More: the full row for ELME COMMUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 27,374 shares; 2023Q3: 25,347 shares; 2023Q4: 25,653 shares; 2024Q1: 18,032 shares; 2024Q2: 20,309 shares; 2024Q3: 14,877 shares; 2024Q4: 14,879 shares 14,879 $227K 0.01% +2 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,694 shares; 2023Q3: 5,507 shares; 2023Q4: 5,528 shares; 2024Q1: 5,025 shares; 2024Q2: 4,810 shares; 2024Q3: 4,828 shares; 2024Q4: 4,864 shares 4,864 $227K 0.01% +36 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 3,893 shares 3,893 $219K 0.01% +3,493 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 550 shares; 2023Q3: 596 shares; 2023Q4: 551 shares; 2024Q1: 551 shares; 2024Q2: 619 shares; 2024Q3: 586 shares; 2024Q4: 1,565 shares 1,565 $219K 0.01% +979 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,000 shares 3,000 $218K 0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 145 shares; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 150 shares; 2024Q2: 145 shares; 2024Q3: 439 shares; 2024Q4: 443 shares 443 $215K 0.01% +4 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,651 shares; 2023Q3: 6,225 shares; 2023Q4: 6,125 shares; 2024Q1: 3,735 shares; 2024Q2: 3,461 shares; 2024Q3: 3,051 shares; 2024Q4: 3,100 shares 3,100 $212K 0.01% +49 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 466 shares; 2023Q3: 511 shares; 2023Q4: 477 shares; 2024Q1: 527 shares; 2024Q2: 487 shares; 2024Q3: 336 shares; 2024Q4: 336 shares 336 $211K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,250 shares; 2023Q3: 2,250 shares; 2023Q4: 2,250 shares; 2024Q1: 2,250 shares; 2024Q2: 2,250 shares; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares 2,100 $209K 0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 624 shares; 2023Q3: 624 shares; 2023Q4: 624 shares; 2024Q1: 624 shares; 2024Q2: 624 shares; 2024Q3: 624 shares; 2024Q4: 624 shares 624 $209K 0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 334 shares; 2023Q3: 323 shares; 2023Q4: 323 shares; 2024Q1: 968 shares; 2024Q2: 948 shares; 2024Q3: 948 shares; 2024Q4: 948 shares 948 $204K 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37 shares; 2024Q3: 87 shares; 2024Q4: 1,512 shares 1,512 $199K 0.01% +1,425 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 332 shares; 2023Q3: 332 shares; 2023Q4: 340 shares; 2024Q1: 349 shares; 2024Q2: 359 shares; 2024Q3: 341 shares; 2024Q4: 341 shares 341 $194K 0.01% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,249 shares; 2023Q3: 2,261 shares; 2023Q4: 2,157 shares; 2024Q1: 2,166 shares; 2024Q2: 2,180 shares; 2024Q3: 2,192 shares; 2024Q4: 2,209 shares 2,209 $193K 0.01% +17 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 12,327 shares; 2023Q3: 5,498 shares; 2023Q4: 5,500 shares; 2024Q1: 5,501 shares; 2024Q2: 5,518 shares; 2024Q3: 5,533 shares; 2024Q4: 5,549 shares 5,549 $192K 0.01% +16 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,030 shares; 2023Q3: 1,030 shares; 2023Q4: 1,030 shares; 2024Q1: 950 shares; 2024Q2: 950 shares; 2024Q3: 950 shares; 2024Q4: 950 shares 950 $192K 0.01% 0 Timeline NANR 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; 2023Q1: restricted; 2023Q2: 3,408 shares; 2023Q3: 3,408 shares; 2023Q4: 3,408 shares; 2024Q1: 4,083 shares; 2024Q2: 4,081 shares; 2024Q3: 3,720 shares; 2024Q4: 3,720 shares 3,720 $190K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,007 shares; 2023Q3: 1,054 shares; 2023Q4: 947 shares; 2024Q1: 1,338 shares; 2024Q2: 1,067 shares; 2024Q3: 1,067 shares; 2024Q4: 1,067 shares 1,067 $190K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 614 shares; 2023Q3: 241 shares; 2023Q4: 242 shares; 2024Q1: 471 shares; 2024Q2: 570 shares; 2024Q3: 705 shares; 2024Q4: 783 shares 783 $190K 0.01% +78 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,063 shares; 2023Q3: 1,063 shares; 2023Q4: 868 shares; 2024Q1: 753 shares; 2024Q2: 753 shares; 2024Q3: 753 shares; 2024Q4: 753 shares 753 $187K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 863 shares; 2023Q3: 563 shares; 2023Q4: 648 shares; 2024Q1: 924 shares; 2024Q2: 859 shares; 2024Q3: 859 shares; 2024Q4: 913 shares 913 $181K 0.01% +54 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,702 shares; 2023Q3: 5,426 shares; 2023Q4: 5,799 shares; 2024Q1: 3,316 shares; 2024Q2: 3,211 shares; 2024Q3: 3,954 shares; 2024Q4: 3,644 shares 3,644 $180K 0.01% -310 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,853 shares; 2023Q3: 3,779 shares; 2023Q4: 3,194 shares; 2024Q1: 3,357 shares; 2024Q2: 3,257 shares; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares 2,800 $179K 0.01% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 611 shares; 2024Q3: 611 shares; 2024Q4: 611 shares 611 $178K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,215 shares; 2023Q3: 3,286 shares; 2023Q4: 3,231 shares; 2024Q1: 3,241 shares; 2024Q2: 3,259 shares; 2024Q3: 3,091 shares; 2024Q4: 3,091 shares 3,091 $178K 0.01% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 28,170 shares; 2023Q3: 27,589 shares; 2023Q4: 24,591 shares; 2024Q1: 21,959 shares; 2024Q2: 17,953 shares; 2024Q3: 15,387 shares; 2024Q4: 7,625 shares 7,625 $177K 0.01% -7,762 Timeline PKW 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; 2023Q1: restricted; 2023Q2: 1,534 shares; 2023Q3: 1,534 shares; 2023Q4: 1,534 shares; 2024Q1: 1,534 shares; 2024Q2: 1,534 shares; 2024Q3: 1,534 shares; 2024Q4: 1,534 shares 1,534 $177K 0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 65 shares; 2023Q3: 65 shares; 2023Q4: 65 shares; 2024Q1: 89 shares; 2024Q2: 114 shares; 2024Q3: 114 shares; 2024Q4: 832 shares 832 $175K 0.01% +718 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,565 shares; 2023Q3: 3,729 shares; 2023Q4: 3,508 shares; 2024Q1: 2,879 shares; 2024Q2: 2,545 shares; 2024Q3: 2,155 shares; 2024Q4: 1,875 shares 1,875 $173K 0.01% -280 Timeline OVT LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,626 shares; 2023Q3: 9,707 shares; 2023Q4: 10,851 shares; 2024Q1: 7,541 shares; 2024Q2: 7,611 shares; 2024Q3: 7,680 shares; 2024Q4: 7,814 shares 7,814 $172K 0.01% +134 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,728 shares; 2024Q1: 2,728 shares; 2024Q2: 2,728 shares; 2024Q3: 2,228 shares; 2024Q4: 2,228 shares 2,228 $169K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 116 shares; 2023Q3: 103 shares; 2023Q4: 103 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 101 shares; 2024Q4: 99 shares 99 $168K 0.01% -2 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,544 shares; 2023Q3: 2,234 shares; 2023Q4: 2,245 shares; 2024Q1: 2,251 shares; 2024Q2: 4,544 shares; 2024Q3: 3,792 shares; 2024Q4: 6,742 shares 6,742 $162K 0.01% +2,950 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,684 shares; 2023Q3: 3,729 shares; 2023Q4: 3,335 shares; 2024Q1: 4,336 shares; 2024Q2: 4,010 shares; 2024Q3: 3,948 shares; 2024Q4: 4,170 shares 4,170 $160K 0.01% +222 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,028 shares; 2023Q3: 1,645 shares; 2023Q4: 7,082 shares; 2024Q1: 2,832 shares; 2024Q2: 1,360 shares; 2024Q3: 1,210 shares; 2024Q4: 1,210 shares 1,210 $160K 0.01% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q4: 1,660 shares 1,660 $160K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 788 shares; 2023Q3: 5,338 shares; 2023Q4: 5,059 shares; 2024Q1: 6,650 shares; 2024Q2: 6,700 shares; 2024Q3: 6,901 shares; 2024Q4: 6,901 shares 6,901 $159K 0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,870 shares; 2023Q3: 1,870 shares; 2023Q4: 1,870 shares; 2024Q1: 2,002 shares; 2024Q2: 1,949 shares; 2024Q3: 1,949 shares; 2024Q4: 1,949 shares 1,949 $156K 0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 15,958 shares; 2023Q3: 9,366 shares; 2023Q4: 6,327 shares; 2024Q1: 4,217 shares; 2024Q2: 3,211 shares; 2024Q3: 2,671 shares; 2024Q4: 1,761 shares 1,761 $156K 0.01% -910 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,013 shares; 2023Q3: 6,013 shares; 2023Q4: 5,901 shares; 2024Q1: 5,860 shares; 2024Q2: 3,361 shares; 2024Q3: 3,340 shares; 2024Q4: 1,580 shares 1,580 $155K 0.01% -1,760 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 416 shares; 2023Q3: 416 shares; 2023Q4: 416 shares; 2024Q1: 2,916 shares; 2024Q2: 2,650 shares; 2024Q3: 2,650 shares; 2024Q4: 3,035 shares 3,035 $152K 0.01% +385 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 195 shares; 2023Q3: 195 shares; 2023Q4: 195 shares; 2024Q1: 1,611 shares; 2024Q2: 1,611 shares; 2024Q3: 1,611 shares; 2024Q4: 1,611 shares 1,611 $150K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,042 shares; 2023Q3: 2,042 shares; 2023Q4: 1,845 shares; 2024Q1: 1,890 shares; 2024Q2: 1,919 shares; 2024Q3: 1,885 shares; 2024Q4: 1,885 shares 1,885 $149K 0.01% 0 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 948 shares; 2023Q3: 948 shares; 2023Q4: 948 shares; 2024Q1: 773 shares; 2024Q2: 773 shares; 2024Q3: 773 shares; 2024Q4: 773 shares 773 $146K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 791 shares; 2023Q3: 437 shares; 2023Q4: 379 shares; 2024Q1: 379 shares; 2024Q2: 409 shares; 2024Q3: 409 shares; 2024Q4: 522 shares 522 $144K 0.01% +113 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 648 shares; 2024Q4: 1,007 shares 1,007 $144K 0.01% +359 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,907 shares; 2023Q3: 2,781 shares; 2023Q4: 2,781 shares; 2024Q1: 2,781 shares; 2024Q2: 2,781 shares; 2024Q3: 2,655 shares; 2024Q4: 2,550 shares 2,550 $143K 0.01% -105 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 440 shares; 2023Q3: 440 shares; 2023Q4: 440 shares; 2024Q1: 440 shares; 2024Q2: 439 shares; 2024Q3: 425 shares; 2024Q4: 471 shares 471 $141K 0.01% +46 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 230 shares; 2023Q3: 230 shares; 2023Q4: 230 shares; 2024Q1: 230 shares; 2024Q2: 250 shares; 2024Q3: 230 shares; 2024Q4: 230 shares 230 $137K 0.01% 0 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 122 shares; 2023Q3: 122 shares; 2023Q4: 123 shares; 2024Q1: 1,273 shares; 2024Q2: 1,373 shares; 2024Q3: 1,473 shares; 2024Q4: 1,503 shares 1,503 $135K 0.01% +30 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,097 shares; 2023Q3: 1,097 shares; 2023Q4: 1,222 shares; 2024Q1: 1,452 shares; 2024Q2: 1,528 shares; 2024Q3: 1,495 shares; 2024Q4: 1,510 shares 1,510 $135K 0.01% +15 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,140 shares; 2023Q3: 2,140 shares; 2023Q4: 2,440 shares; 2024Q1: 2,140 shares; 2024Q2: 2,470 shares; 2024Q3: 2,470 shares; 2024Q4: 2,470 shares 2,470 $135K 0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,466 shares; 2023Q3: 2,466 shares; 2023Q4: 2,466 shares; 2024Q1: 1,812 shares; 2024Q2: 1,893 shares; 2024Q3: 2,036 shares; 2024Q4: 5,679 shares 5,679 $134K 0.01% +3,643 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; 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; 2024Q4: 1,376 shares 1,376 $134K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,698 shares; 2023Q3: 1,564 shares; 2023Q4: 1,585 shares; 2024Q1: 2,336 shares; 2024Q2: 2,158 shares; 2024Q3: 2,158 shares; 2024Q4: 2,168 shares 2,168 $132K 0.01% +10 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 71 shares; 2023Q3: 1,711 shares; 2023Q4: 135 shares; 2024Q1: 1,516 shares; 2024Q2: 1,016 shares; 2024Q3: 1,017 shares; 2024Q4: 1,008 shares 1,008 $129K 0.01% -9 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 893 shares; 2023Q3: 893 shares; 2023Q4: 893 shares; 2024Q1: 768 shares; 2024Q2: 768 shares; 2024Q3: 768 shares; 2024Q4: 768 shares 768 $127K 0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,332 shares; 2023Q3: 1,365 shares; 2023Q4: 1,134 shares; 2024Q1: 1,109 shares; 2024Q2: 925 shares; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares 1,150 $127K 0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,458 shares; 2023Q3: 1,175 shares; 2023Q4: 1,305 shares; 2024Q1: 1,266 shares; 2024Q2: 1,481 shares; 2024Q3: 1,478 shares; 2024Q4: 1,508 shares 1,508 $127K 0.01% +30 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 830 shares; 2023Q3: 840 shares; 2023Q4: 840 shares; 2024Q1: 840 shares; 2024Q2: 840 shares; 2024Q3: 830 shares; 2024Q4: 839 shares 839 $127K 0.01% +9 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,812 shares; 2023Q3: 1,670 shares; 2023Q4: 1,670 shares; 2024Q1: 2,870 shares; 2024Q2: 1,870 shares; 2024Q3: 1,870 shares; 2024Q4: 2,231 shares 2,231 $127K 0.01% +361 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 15,000 shares; 2023Q3: 15,000 shares; 2023Q4: 15,000 shares; 2024Q1: 15,000 shares; 2024Q2: 15,000 shares; 2024Q3: 15,000 shares; 2024Q4: 10,000 shares 10,000 $126K 0.01% -5,000 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,648 shares; 2023Q3: 2,648 shares; 2023Q4: 2,690 shares; 2024Q1: 2,542 shares; 2024Q2: 2,542 shares; 2024Q3: 2,542 shares; 2024Q4: 2,542 shares 2,542 $126K 0.01% 0 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,824 shares; 2023Q3: 3,824 shares; 2023Q4: 4,324 shares; 2024Q1: 2,990 shares; 2024Q2: 6,400 shares; 2024Q3: 6,400 shares; 2024Q4: 6,400 shares 6,400 $125K 0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,725 shares; 2023Q3: 1,725 shares; 2023Q4: 1,725 shares; 2024Q1: 1,725 shares; 2024Q2: 1,725 shares; 2024Q3: 1,485 shares; 2024Q4: 1,185 shares 1,185 $124K 0.01% -300 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 937 shares; 2023Q3: 937 shares; 2023Q4: 937 shares; 2024Q1: 937 shares; 2024Q2: 937 shares; 2024Q3: 937 shares; 2024Q4: 937 shares 937 $124K 0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,308 shares; 2023Q3: 1,308 shares; 2023Q4: 1,310 shares; 2024Q1: 1,090 shares; 2024Q2: 1,091 shares; 2024Q3: 1,092 shares; 2024Q4: 1,093 shares 1,093 $121K <0.01% +1 Timeline ESQ ESQUIRE FINL HLDGS INC More: the full row for ESQUIRE FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q4: 1,500 shares 1,500 $119K <0.01% 0 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,560 shares; 2023Q3: 10,907 shares; 2023Q4: 12,173 shares; 2024Q1: 12,453 shares; 2024Q2: 12,154 shares; 2024Q3: 5,370 shares; 2024Q4: 1,267 shares 1,267 $118K <0.01% -4,103 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 980 shares; 2023Q3: 918 shares; 2023Q4: 918 shares; 2024Q1: 1,318 shares; 2024Q2: 1,118 shares; 2024Q3: 1,118 shares; 2024Q4: 1,118 shares 1,118 $118K <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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 476 shares; 2024Q2: 519 shares; 2024Q3: 519 shares; 2024Q4: 1,126 shares 1,126 $118K <0.01% +607 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 553 shares; 2023Q3: 395 shares; 2023Q4: 395 shares; 2024Q1: 421 shares; 2024Q2: 443 shares; 2024Q3: 421 shares; 2024Q4: 421 shares 421 $118K <0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,483 shares; 2023Q3: 1,483 shares; 2023Q4: 1,483 shares; 2024Q1: 1,483 shares; 2024Q2: 1,483 shares; 2024Q3: 1,483 shares; 2024Q4: 1,483 shares 1,483 $117K <0.01% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $116K <0.01% 0 Timeline EGBN EAGLE BANCORPORATION INC More: the full row for EAGLE BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,454 shares; 2023Q3: 4,454 shares; 2023Q4: 4,454 shares; 2024Q1: 4,454 shares; 2024Q2: 4,454 shares; 2024Q3: 4,454 shares; 2024Q4: 4,454 shares 4,454 $116K <0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,256 shares; 2023Q3: 1,256 shares; 2023Q4: 1,256 shares; 2024Q1: 1,260 shares; 2024Q2: 1,256 shares; 2024Q3: 1,256 shares; 2024Q4: 1,256 shares 1,256 $115K <0.01% 0 Timeline HSII HEIDRICK & STRUGGLES INTL IN More: the full row for HEIDRICK & STRUGGLES INTL IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,244 shares; 2023Q3: 5,244 shares; 2023Q4: 3,730 shares; 2024Q1: 3,730 shares; 2024Q2: 3,730 shares; 2024Q3: 3,730 shares; 2024Q4: 2,555 shares 2,555 $113K <0.01% -1,175 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,854 shares; 2023Q3: 534 shares; 2023Q4: 376 shares; 2024Q1: 699 shares; 2024Q2: 698 shares; 2024Q3: 698 shares; 2024Q4: 698 shares 698 $113K <0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,112 shares; 2023Q3: 898 shares; 2023Q4: 898 shares; 2024Q1: 898 shares; 2024Q2: 936 shares; 2024Q3: 936 shares; 2024Q4: 968 shares 968 $112K <0.01% +32 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 560 shares; 2023Q3: 560 shares; 2023Q4: 560 shares; 2024Q1: 1,680 shares; 2024Q2: 1,680 shares; 2024Q3: 1,680 shares; 2024Q4: 1,680 shares 1,680 $110K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 513 shares; 2023Q3: 521 shares; 2023Q4: 521 shares; 2024Q1: 544 shares; 2024Q2: 567 shares; 2024Q3: 521 shares; 2024Q4: 571 shares 571 $110K <0.01% +50 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,910 shares; 2023Q3: 2,910 shares; 2023Q4: 2,910 shares; 2024Q1: 2,910 shares; 2024Q2: 1,741 shares; 2024Q3: 1,668 shares; 2024Q4: 1,486 shares 1,486 $110K <0.01% -182 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; 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; 2024Q4: 5,550 shares 5,550 $109K <0.01% +1,100 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 960 shares; 2023Q3: 960 shares; 2023Q4: 960 shares; 2024Q1: 960 shares; 2024Q2: 960 shares; 2024Q3: 960 shares; 2024Q4: 990 shares 990 $107K <0.01% +30 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 92 shares; 2023Q3: not reported; 2023Q4: 3,600 shares; 2024Q1: 3,600 shares; 2024Q2: 5,100 shares; 2024Q3: 5,100 shares; 2024Q4: 3,300 shares 3,300 $107K <0.01% -1,800 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 770 shares; 2023Q3: 770 shares; 2023Q4: 770 shares; 2024Q1: 770 shares; 2024Q2: 770 shares; 2024Q3: 727 shares; 2024Q4: 727 shares 727 $106K <0.01% 0 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares 450 $106K <0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 201 shares; 2023Q3: 201 shares; 2023Q4: 201 shares; 2024Q1: 215 shares; 2024Q2: 244 shares; 2024Q3: 244 shares; 2024Q4: 247 shares 247 $105K <0.01% +3 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 129 shares; 2024Q2: 129 shares; 2024Q3: 684 shares; 2024Q4: 684 shares 684 $102K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,115 shares; 2023Q3: 2,087 shares; 2023Q4: 2,022 shares; 2024Q1: 2,022 shares; 2024Q2: 2,022 shares; 2024Q3: 2,022 shares; 2024Q4: 2,013 shares 2,013 $102K <0.01% -9 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 584 shares; 2023Q3: 534 shares; 2023Q4: 648 shares; 2024Q1: 599 shares; 2024Q2: 599 shares; 2024Q3: 534 shares; 2024Q4: 534 shares 534 $102K <0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 838 shares; 2023Q3: 838 shares; 2023Q4: 838 shares; 2024Q1: 838 shares; 2024Q2: 830 shares; 2024Q3: 830 shares; 2024Q4: 832 shares 832 $101K <0.01% +2 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 20,305 shares; 2023Q3: 17,954 shares; 2023Q4: 16,648 shares; 2024Q1: 11,904 shares; 2024Q2: 6,617 shares; 2024Q3: 4,845 shares; 2024Q4: 3,448 shares 3,448 $101K <0.01% -1,397 Timeline ASG LIBERTY ALL-STAR GROWTH FD I More: the full row for LIBERTY ALL-STAR GROWTH FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,626 shares; 2024Q3: 17,626 shares; 2024Q4: 17,626 shares 17,626 $99.6K <0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 270 shares; 2023Q3: 270 shares; 2023Q4: 3,529 shares; 2024Q1: 1,335 shares; 2024Q2: 1,335 shares; 2024Q3: 1,335 shares; 2024Q4: 1,311 shares 1,311 $98K <0.01% -24 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 47 shares; 2023Q3: 148 shares; 2023Q4: 923 shares; 2024Q1: 924 shares; 2024Q2: 931 shares; 2024Q3: 917 shares; 2024Q4: 923 shares 923 $97K <0.01% +6 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 611 shares; 2023Q3: 611 shares; 2023Q4: 611 shares; 2024Q1: 711 shares; 2024Q2: 721 shares; 2024Q3: 727 shares; 2024Q4: 722 shares 722 $97K <0.01% -5 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 405 shares; 2023Q3: 955 shares; 2023Q4: 905 shares; 2024Q1: 884 shares; 2024Q2: 840 shares; 2024Q3: 840 shares; 2024Q4: 820 shares 820 $96.8K <0.01% -20 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,470 shares; 2023Q3: 1,470 shares; 2023Q4: 1,470 shares; 2024Q1: 1,580 shares; 2024Q2: 1,580 shares; 2024Q3: 1,580 shares; 2024Q4: 1,580 shares 1,580 $95.9K <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; 2023Q1: restricted; 2023Q2: 112 shares; 2023Q3: 112 shares; 2023Q4: 112 shares; 2024Q1: 143 shares; 2024Q2: 112 shares; 2024Q3: 112 shares; 2024Q4: 2,393 shares 2,393 $95.2K <0.01% +2,281 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,402 shares; 2023Q3: 4,653 shares; 2023Q4: 4,373 shares; 2024Q1: 4,373 shares; 2024Q2: 4,799 shares; 2024Q3: 4,673 shares; 2024Q4: 4,513 shares 4,513 $95K <0.01% -160 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,533 shares; 2023Q3: 1,533 shares; 2023Q4: 1,533 shares; 2024Q1: 1,533 shares; 2024Q2: 1,433 shares; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares 1,300 $94.5K <0.01% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,150 shares; 2023Q3: 2,150 shares; 2023Q4: 2,150 shares; 2024Q1: 2,150 shares; 2024Q2: 2,150 shares; 2024Q3: 2,150 shares; 2024Q4: 2,150 shares 2,150 $93.3K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 498 shares; 2023Q3: 532 shares; 2023Q4: 368 shares; 2024Q1: 368 shares; 2024Q2: 369 shares; 2024Q3: 369 shares; 2024Q4: 374 shares 374 $92.4K <0.01% +5 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 496 shares; 2023Q3: 478 shares; 2023Q4: 477 shares; 2024Q1: 516 shares; 2024Q2: 1,114 shares; 2024Q3: 1,038 shares; 2024Q4: 1,175 shares 1,175 $91.9K <0.01% +137 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 70 shares; 2023Q3: 395 shares; 2023Q4: 395 shares; 2024Q1: 370 shares; 2024Q2: 370 shares; 2024Q3: 360 shares; 2024Q4: 360 shares 360 $91.3K <0.01% 0 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,021 shares; 2024Q4: 10,042 shares 10,042 $91K <0.01% +21 Timeline TLS TELOS CORP MD More: the full row for TELOS CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 26,454 shares; 2023Q3: 26,454 shares; 2023Q4: 26,454 shares; 2024Q1: 26,454 shares; 2024Q2: 26,454 shares; 2024Q3: 26,454 shares; 2024Q4: 26,454 shares 26,454 $90.5K <0.01% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,297 shares; 2023Q3: 2,297 shares; 2023Q4: 2,297 shares; 2024Q1: 1,712 shares; 2024Q2: 1,712 shares; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares 1,600 $89.9K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,479 shares; 2023Q3: 1,479 shares; 2023Q4: 1,629 shares; 2024Q1: 1,629 shares; 2024Q2: 1,629 shares; 2024Q3: 1,629 shares; 2024Q4: 1,479 shares 1,479 $89.6K <0.01% -150 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,989 shares; 2023Q3: 2,989 shares; 2023Q4: 2,794 shares; 2024Q1: 2,794 shares; 2024Q2: 2,794 shares; 2024Q3: 2,794 shares; 2024Q4: 2,794 shares 2,794 $88.6K <0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 247 shares; 2023Q3: 247 shares; 2023Q4: 291 shares; 2024Q1: 335 shares; 2024Q2: 358 shares; 2024Q3: 335 shares; 2024Q4: 395 shares 395 $88.4K <0.01% +60 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 118 shares; 2024Q2: 172 shares; 2024Q3: 172 shares; 2024Q4: 272 shares 272 $88.1K <0.01% +100 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 477 shares; 2023Q3: 477 shares; 2023Q4: 477 shares; 2024Q1: 984 shares; 2024Q2: 484 shares; 2024Q3: 487 shares; 2024Q4: 487 shares 487 $87.9K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 494 shares; 2023Q3: 268 shares; 2023Q4: 173 shares; 2024Q1: 173 shares; 2024Q2: 210 shares; 2024Q3: 174 shares; 2024Q4: 186 shares 186 $87.8K <0.01% +12 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q4: 3,997 shares 3,997 $87.5K <0.01% +418 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 437 shares; 2023Q3: 806 shares; 2023Q4: 816 shares; 2024Q1: 816 shares; 2024Q2: 993 shares; 2024Q3: 732 shares; 2024Q4: 732 shares 732 $86.8K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,367 shares; 2023Q4: 4,367 shares; 2024Q1: 4,367 shares; 2024Q2: 4,296 shares; 2024Q3: 4,296 shares; 2024Q4: 4,296 shares 4,296 $86.7K <0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,462 shares; 2023Q3: 3,047 shares; 2023Q4: 3,047 shares; 2024Q1: 1,263 shares; 2024Q2: 1,263 shares; 2024Q3: 918 shares; 2024Q4: 915 shares 915 $86K <0.01% -3 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares 450 $86K <0.01% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 733 shares; 2023Q3: 683 shares; 2023Q4: 636 shares; 2024Q1: 637 shares; 2024Q2: 639 shares; 2024Q3: 640 shares; 2024Q4: 641 shares 641 $85.6K <0.01% +1 Timeline RWJ 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,864 shares 1,864 $85.3K <0.01% new Timeline XHS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 945 shares; 2023Q3: 945 shares; 2023Q4: 945 shares; 2024Q1: 945 shares; 2024Q2: 945 shares; 2024Q3: 945 shares; 2024Q4: 945 shares 945 $85.2K <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,644 shares; 2023Q3: 1,572 shares; 2023Q4: 1,602 shares; 2024Q1: 1,524 shares; 2024Q2: 1,524 shares; 2024Q3: 1,524 shares; 2024Q4: 1,453 shares 1,453 $84.8K <0.01% -71 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,575 shares; 2023Q3: 1,180 shares; 2023Q4: 1,150 shares; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares 750 $84.2K <0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 512 shares; 2023Q3: 504 shares; 2023Q4: 505 shares; 2024Q1: 505 shares; 2024Q2: 578 shares; 2024Q3: 505 shares; 2024Q4: 568 shares 568 $83.2K <0.01% +63 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,947 shares; 2023Q3: 2,947 shares; 2023Q4: 2,979 shares; 2024Q1: 3,014 shares; 2024Q2: 3,014 shares; 2024Q3: 2,979 shares; 2024Q4: 2,947 shares 2,947 $83K <0.01% -32 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,307 shares; 2023Q3: 3,402 shares; 2023Q4: 3,442 shares; 2024Q1: 3,517 shares; 2024Q2: 3,603 shares; 2024Q3: 3,656 shares; 2024Q4: 3,718 shares 3,718 $82.7K <0.01% +62 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,974 shares 1,974 $82.7K <0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 101 shares; 2023Q3: 101 shares; 2023Q4: 112 shares; 2024Q1: 112 shares; 2024Q2: 112 shares; 2024Q3: 448 shares; 2024Q4: 448 shares 448 $81.8K <0.01% 0 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; 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; 2024Q4: 1,895 shares 1,895 $81.8K <0.01% +564 Timeline BLACKROCK INVESTMENT QUALIT… BLACKROCK INVESTMENT QUALITY M More: the full row for BLACKROCK INVESTMENT QUALITY M Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,300 shares; 2023Q3: 7,300 shares; 2023Q4: 7,300 shares; 2024Q1: 7,300 shares; 2024Q2: 7,300 shares; 2024Q3: 7,300 shares; 2024Q4: 7,300 shares 7,300 $81.4K <0.01% 0 REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,005 shares; 2023Q3: 1,381 shares; 2023Q4: 1,005 shares; 2024Q1: 1,005 shares; 2024Q2: 1,005 shares; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares 1,005 $81.1K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,176 shares; 2023Q3: 1,176 shares; 2023Q4: 1,176 shares; 2024Q1: 941 shares; 2024Q2: 712 shares; 2024Q3: 587 shares; 2024Q4: 587 shares 587 $79.5K <0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,314 shares; 2023Q3: 5,115 shares; 2023Q4: 3,300 shares; 2024Q1: 1,716 shares; 2024Q2: 1,196 shares; 2024Q3: 1,104 shares; 2024Q4: 1,029 shares 1,029 $79.1K <0.01% -75 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; 2023Q1: restricted; 2023Q2: 980 shares; 2023Q3: 980 shares; 2023Q4: 980 shares; 2024Q1: 1,941 shares; 2024Q2: 1,941 shares; 2024Q3: 1,588 shares; 2024Q4: 1,543 shares 1,543 $78.4K <0.01% -45 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q4: 1,688 shares 1,688 $78.1K <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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: not reported; 2024Q3: 2,564 shares; 2024Q4: 2,564 shares 2,564 $77.7K <0.01% 0 Timeline