DSI 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: 460 shares; 2023Q3: 460 shares; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares 700 $77.2K <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,008 shares; 2023Q3: 2,388 shares; 2023Q4: 1,573 shares; 2024Q1: 1,377 shares; 2024Q2: 874 shares; 2024Q3: 754 shares; 2024Q4: 714 shares 714 $77.2K <0.01% -40 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,480 shares; 2023Q3: 5,498 shares; 2023Q4: 2,410 shares; 2024Q1: 2,505 shares; 2024Q2: 2,545 shares; 2024Q3: 2,520 shares; 2024Q4: 1,120 shares 1,120 $76.9K <0.01% -1,400 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 977 shares; 2023Q3: 1,077 shares; 2023Q4: 1,042 shares; 2024Q1: 1,042 shares; 2024Q2: 1,042 shares; 2024Q3: 1,091 shares; 2024Q4: 2,042 shares 2,042 $76K <0.01% +951 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 403 shares; 2023Q3: 368 shares; 2023Q4: 861 shares; 2024Q1: 812 shares; 2024Q2: 901 shares; 2024Q3: 975 shares; 2024Q4: 922 shares 922 $75.5K <0.01% -53 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM 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: not reported; 2024Q3: 9,856 shares; 2024Q4: 3,581 shares 3,581 $75.3K <0.01% -6,275 Timeline SHY 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: 4,568 shares; 2023Q3: 3,408 shares; 2023Q4: 3,408 shares; 2024Q1: 908 shares; 2024Q2: 908 shares; 2024Q3: 908 shares; 2024Q4: 908 shares 908 $74.4K <0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 495 shares; 2023Q3: 495 shares; 2023Q4: 495 shares; 2024Q1: 1,067 shares; 2024Q2: 817 shares; 2024Q3: 817 shares; 2024Q4: 767 shares 767 $74.3K <0.01% -50 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,018 shares 1,018 $73.5K <0.01% new Timeline CHMG CHEMUNG FINL CORP More: the full row for CHEMUNG FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $73.2K <0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 420 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 221 shares; 2024Q3: 200 shares; 2024Q4: 485 shares 485 $73.1K <0.01% +285 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,524 shares; 2023Q3: 6,524 shares; 2023Q4: 6,524 shares; 2024Q1: 6,524 shares; 2024Q2: 6,524 shares; 2024Q3: 6,558 shares; 2024Q4: 6,524 shares 6,524 $72.3K <0.01% -34 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 650 shares; 2023Q3: 650 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 650 shares; 2024Q3: 650 shares; 2024Q4: 530 shares 530 $72.2K <0.01% -120 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,232 shares; 2023Q3: 2,232 shares; 2023Q4: 2,907 shares; 2024Q1: 2,923 shares; 2024Q2: 2,913 shares; 2024Q3: 2,920 shares; 2024Q4: 2,209 shares 2,209 $71.7K <0.01% -711 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 300 shares; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares 1,500 $70K <0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 415 shares; 2023Q3: 417 shares; 2023Q4: 420 shares; 2024Q1: 450 shares; 2024Q2: 454 shares; 2024Q3: 423 shares; 2024Q4: 426 shares 426 $69.6K <0.01% +3 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 250 shares; 2023Q3: not reported; 2023Q4: 8,443 shares; 2024Q1: 8,443 shares; 2024Q2: 8,500 shares; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares 8,500 $69.4K <0.01% 0 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,750 shares; 2023Q3: 2,550 shares; 2023Q4: 2,550 shares; 2024Q1: 2,350 shares; 2024Q2: 2,230 shares; 2024Q3: 2,230 shares; 2024Q4: 2,030 shares 2,030 $69.3K <0.01% -200 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 267 shares; 2024Q1: 267 shares; 2024Q2: 267 shares; 2024Q3: 357 shares; 2024Q4: 447 shares 447 $69.1K <0.01% +90 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 412 shares; 2023Q3: 393 shares; 2023Q4: 773 shares; 2024Q1: 773 shares; 2024Q2: 773 shares; 2024Q3: 773 shares; 2024Q4: 773 shares 773 $68.9K <0.01% 0 Timeline JMSB JOHN MARSHALL BANCORP INC More: the full row for JOHN MARSHALL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,375 shares; 2023Q3: 3,375 shares; 2023Q4: 3,375 shares; 2024Q1: 3,375 shares; 2024Q2: 3,375 shares; 2024Q3: 3,375 shares; 2024Q4: 3,375 shares 3,375 $67.8K <0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 860 shares; 2023Q3: 860 shares; 2023Q4: 860 shares; 2024Q1: 860 shares; 2024Q2: 800 shares; 2024Q3: 874 shares; 2024Q4: 870 shares 870 $67.7K <0.01% -4 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 119 shares; 2023Q3: 119 shares; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: 117 shares; 2024Q3: 119 shares; 2024Q4: 666 shares 666 $67.6K <0.01% +547 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,119 shares; 2023Q3: 1,119 shares; 2023Q4: 1,059 shares; 2024Q1: 1,059 shares; 2024Q2: 1,061 shares; 2024Q3: 1,111 shares; 2024Q4: 1,111 shares 1,111 $67.2K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 322 shares; 2023Q3: 300 shares; 2023Q4: 334 shares; 2024Q1: 494 shares; 2024Q2: 360 shares; 2024Q3: 360 shares; 2024Q4: 316 shares 316 $67.1K <0.01% -44 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 857 shares; 2023Q3: 950 shares; 2023Q4: 1,092 shares; 2024Q1: 1,092 shares; 2024Q2: 2,742 shares; 2024Q3: 4,122 shares; 2024Q4: 4,122 shares 4,122 $67.1K <0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,620 shares; 2023Q3: 1,620 shares; 2023Q4: 1,650 shares; 2024Q1: 1,620 shares; 2024Q2: 1,992 shares; 2024Q3: 1,992 shares; 2024Q4: 1,992 shares 1,992 $67K <0.01% 0 Timeline FNB F N B CORP More: the full row for F N B 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,500 shares 4,500 $66.5K <0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,878 shares; 2023Q3: 5,598 shares; 2023Q4: 5,431 shares; 2024Q1: 5,422 shares; 2024Q2: 449 shares; 2024Q3: 258 shares; 2024Q4: 224 shares 224 $66.2K <0.01% -34 Timeline ILCG 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: 737 shares; 2024Q2: 737 shares; 2024Q3: 737 shares; 2024Q4: 737 shares 737 $66K <0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 124 shares; 2023Q3: 136 shares; 2023Q4: 136 shares; 2024Q1: 180 shares; 2024Q2: 180 shares; 2024Q3: 136 shares; 2024Q4: 136 shares 136 $65.3K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,277 shares; 2024Q2: 1,367 shares; 2024Q3: 1,367 shares; 2024Q4: 1,242 shares 1,242 $65.3K <0.01% -125 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF 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: 2,066 shares; 2024Q2: 2,099 shares; 2024Q3: 2,019 shares; 2024Q4: 879 shares 879 $65.1K <0.01% -1,140 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 325 shares; 2024Q1: 425 shares; 2024Q2: 425 shares; 2024Q3: 525 shares; 2024Q4: 525 shares 525 $64.8K <0.01% 0 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 824 shares; 2023Q3: 824 shares; 2023Q4: 824 shares; 2024Q1: 824 shares; 2024Q2: 824 shares; 2024Q3: 824 shares; 2024Q4: 824 shares 824 $63.5K <0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 650 shares; 2023Q3: 650 shares; 2023Q4: 650 shares; 2024Q1: 580 shares; 2024Q2: 611 shares; 2024Q3: 536 shares; 2024Q4: 536 shares 536 $63.4K <0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7 shares; 2023Q3: 317 shares; 2023Q4: 317 shares; 2024Q1: 317 shares; 2024Q2: 325 shares; 2024Q3: 288 shares; 2024Q4: 288 shares 288 $63.4K <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,254 shares; 2023Q3: 2,254 shares; 2023Q4: 984 shares; 2024Q1: 30 shares; 2024Q2: 2,480 shares; 2024Q3: 1,857 shares; 2024Q4: 1,906 shares 1,906 $63.3K <0.01% +49 Timeline BFS SAUL CTRS INC More: the full row for SAUL CTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,609 shares; 2023Q3: 1,609 shares; 2023Q4: 1,609 shares; 2024Q1: 1,609 shares; 2024Q2: 1,609 shares; 2024Q3: 1,609 shares; 2024Q4: 1,609 shares 1,609 $62.4K <0.01% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,772 shares; 2023Q3: 2,772 shares; 2023Q4: 2,772 shares; 2024Q1: 2,772 shares; 2024Q2: 3,022 shares; 2024Q3: 2,992 shares; 2024Q4: 2,846 shares 2,846 $61.1K <0.01% -146 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,810 shares; 2023Q3: 1,810 shares; 2023Q4: 1,810 shares; 2024Q1: 1,810 shares; 2024Q2: 1,810 shares; 2024Q3: 1,810 shares; 2024Q4: 1,810 shares 1,810 $61.1K <0.01% 0 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $60.8K <0.01% 0 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,400 shares; 2023Q3: 1,850 shares; 2023Q4: 3,125 shares; 2024Q1: 3,125 shares; 2024Q2: 3,125 shares; 2024Q3: 3,125 shares; 2024Q4: 2,725 shares 2,725 $60.3K <0.01% -400 Timeline USMV 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: 100 shares; 2023Q3: 584 shares; 2023Q4: 734 shares; 2024Q1: 675 shares; 2024Q2: 675 shares; 2024Q3: 675 shares; 2024Q4: 675 shares 675 $59.9K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 201 shares; 2023Q3: 201 shares; 2023Q4: 396 shares; 2024Q1: 396 shares; 2024Q2: 295 shares; 2024Q3: 295 shares; 2024Q4: 295 shares 295 $59.3K <0.01% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 205 shares; 2023Q3: 205 shares; 2023Q4: 205 shares; 2024Q1: 205 shares; 2024Q2: 205 shares; 2024Q3: 180 shares; 2024Q4: 180 shares 180 $58.8K <0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 384 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,130 shares; 2024Q3: 1,130 shares; 2024Q4: 1,130 shares 1,130 $58.4K <0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS 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: 528 shares 528 $58.4K <0.01% new Timeline VIS 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: 707 shares; 2023Q3: 471 shares; 2023Q4: 499 shares; 2024Q1: 443 shares; 2024Q2: 332 shares; 2024Q3: 333 shares; 2024Q4: 229 shares 229 $58.3K <0.01% -104 Timeline IUSB 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: 1,287 shares; 2023Q3: 1,286 shares; 2023Q4: 1,286 shares; 2024Q1: 1,286 shares; 2024Q2: 1,286 shares; 2024Q3: 1,286 shares; 2024Q4: 1,286 shares 1,286 $58.1K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 882 shares; 2023Q3: 892 shares; 2023Q4: 1,122 shares; 2024Q1: 936 shares; 2024Q2: 796 shares; 2024Q3: 708 shares; 2024Q4: 677 shares 677 $57.4K <0.01% -31 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,956 shares; 2023Q3: 2,356 shares; 2023Q4: 2,081 shares; 2024Q1: 1,611 shares; 2024Q2: 1,611 shares; 2024Q3: 1,453 shares; 2024Q4: 1,376 shares 1,376 $57.2K <0.01% -77 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,000 shares; 2023Q3: 2,250 shares; 2023Q4: 2,250 shares; 2024Q1: 2,100 shares; 2024Q2: 1,225 shares; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares 1,125 $57K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 375 shares; 2023Q3: 375 shares; 2023Q4: 375 shares; 2024Q1: 910 shares; 2024Q2: 913 shares; 2024Q3: 916 shares; 2024Q4: 918 shares 918 $56.9K <0.01% +2 Timeline SHV 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: 510 shares; 2023Q3: 510 shares; 2023Q4: 510 shares; 2024Q1: 510 shares; 2024Q2: 510 shares; 2024Q3: 595 shares; 2024Q4: 510 shares 510 $56.2K <0.01% -85 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,036 shares; 2023Q4: 2,054 shares; 2024Q1: 2,055 shares; 2024Q2: 2,078 shares; 2024Q3: 2,084 shares; 2024Q4: 2,093 shares 2,093 $55.6K <0.01% +9 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,608 shares; 2023Q3: 1,161 shares; 2023Q4: 1,163 shares; 2024Q1: 1,166 shares; 2024Q2: 1,173 shares; 2024Q3: 1,174 shares; 2024Q4: 1,176 shares 1,176 $55.5K <0.01% +2 Timeline Tradr 2X Short TSLA Daily E… Tradr 2X Short TSLA Daily ETF More: the full row for Tradr 2X Short TSLA Daily ETF 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: 2,066 shares 2,066 $55.3K <0.01% new SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 966 shares; 2023Q3: 1,023 shares; 2023Q4: 1,042 shares; 2024Q1: 1,120 shares; 2024Q2: 1,218 shares; 2024Q3: 1,220 shares; 2024Q4: 1,223 shares 1,223 $55K <0.01% +3 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 384 shares; 2023Q3: 268 shares; 2023Q4: 269 shares; 2024Q1: 258 shares; 2024Q2: 280 shares; 2024Q3: 280 shares; 2024Q4: 258 shares 258 $54.5K <0.01% -22 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,800 shares; 2023Q3: 1,800 shares; 2023Q4: 1,800 shares; 2024Q1: 1,800 shares; 2024Q2: 1,200 shares; 2024Q3: 700 shares; 2024Q4: 700 shares 700 $54.5K <0.01% 0 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,583 shares; 2023Q3: 2,350 shares; 2023Q4: 2,350 shares; 2024Q1: 3,498 shares; 2024Q2: 3,498 shares; 2024Q3: 3,498 shares; 2024Q4: 3,498 shares 3,498 $54.2K <0.01% 0 DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 290 shares; 2023Q3: 1,899 shares; 2023Q4: 2,607 shares; 2024Q1: 1,865 shares; 2024Q2: 2,607 shares; 2024Q3: 3,218 shares; 2024Q4: 2,630 shares 2,630 $53.3K <0.01% -588 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,040 shares; 2024Q2: 1,040 shares; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares 1,040 $53.3K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,544 shares; 2023Q3: 1,562 shares; 2023Q4: 1,562 shares; 2024Q1: 1,676 shares; 2024Q2: 1,411 shares; 2024Q3: 1,411 shares; 2024Q4: 1,411 shares 1,411 $53.1K <0.01% 0 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,652 shares; 2023Q3: 1,918 shares; 2023Q4: 1,723 shares; 2024Q1: 1,009 shares; 2024Q2: 949 shares; 2024Q3: 838 shares; 2024Q4: 680 shares 680 $53.1K <0.01% -158 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 741 shares; 2023Q3: 735 shares; 2023Q4: 735 shares; 2024Q1: 735 shares; 2024Q2: 490 shares; 2024Q3: 490 shares; 2024Q4: 490 shares 490 $52.9K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 567 shares; 2023Q3: 614 shares; 2023Q4: 496 shares; 2024Q1: 496 shares; 2024Q2: 3,913 shares; 2024Q3: 3,963 shares; 2024Q4: 3,963 shares 3,963 $52.7K <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 246 shares; 2023Q3: 246 shares; 2023Q4: 246 shares; 2024Q1: 396 shares; 2024Q2: 598 shares; 2024Q3: 396 shares; 2024Q4: 428 shares 428 $52.7K <0.01% +32 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 174 shares; 2023Q3: 109 shares; 2023Q4: 100 shares; 2024Q1: 153 shares; 2024Q2: 153 shares; 2024Q3: 153 shares; 2024Q4: 991 shares 991 $52.6K <0.01% +838 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 7,281 shares; 2023Q3: 7,056 shares; 2023Q4: 7,206 shares; 2024Q1: 8,106 shares; 2024Q2: 4,106 shares; 2024Q3: 3,391 shares; 2024Q4: 3,411 shares 3,411 $52.5K <0.01% +20 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 999 shares; 2023Q3: 840 shares; 2023Q4: 840 shares; 2024Q1: 870 shares; 2024Q2: 844 shares; 2024Q3: 1,072 shares; 2024Q4: 1,514 shares 1,514 $52.4K <0.01% +442 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,005 shares; 2023Q3: 1,011 shares; 2023Q4: 1,019 shares; 2024Q1: 1,028 shares; 2024Q2: 1,035 shares; 2024Q3: 1,042 shares; 2024Q4: 1,050 shares 1,050 $52.1K <0.01% +8 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 905 shares; 2023Q3: 905 shares; 2023Q4: 905 shares; 2024Q1: 905 shares; 2024Q2: 905 shares; 2024Q3: 905 shares; 2024Q4: 555 shares 555 $52.1K <0.01% -350 Timeline XMYDX BLACKROCK MUNIYIELD FUND More: the full row for BLACKROCK MUNIYIELD FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,000 shares; 2023Q3: 5,000 shares; 2023Q4: 5,000 shares; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares 5,000 $52K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 149 shares; 2023Q3: 165 shares; 2023Q4: 86 shares; 2024Q1: 86 shares; 2024Q2: 86 shares; 2024Q3: 75 shares; 2024Q4: 81 shares 81 $51.5K <0.01% +6 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 377 shares; 2023Q3: 325 shares; 2023Q4: 325 shares; 2024Q1: 209 shares; 2024Q2: 209 shares; 2024Q3: 209 shares; 2024Q4: 209 shares 209 $51.5K <0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $51.4K <0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 534 shares; 2023Q3: 534 shares; 2023Q4: 534 shares; 2024Q1: 534 shares; 2024Q2: 534 shares; 2024Q3: 534 shares; 2024Q4: 534 shares 534 $51.1K <0.01% 0 Timeline BEACON ROOFING SUPPLY INC BEACON ROOFING SUPPLY INC More: the full row for BEACON ROOFING SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $50.8K <0.01% 0 BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 829 shares; 2024Q2: 544 shares; 2024Q3: 688 shares; 2024Q4: 659 shares 659 $50.6K <0.01% -29 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,893 shares; 2023Q3: 1,893 shares; 2023Q4: 1,893 shares; 2024Q1: 1,893 shares; 2024Q2: 1,893 shares; 2024Q3: 1,300 shares; 2024Q4: 1,371 shares 1,371 $49.9K <0.01% +71 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,739 shares; 2023Q3: 833 shares; 2023Q4: 834 shares; 2024Q1: 1,203 shares; 2024Q2: 1,240 shares; 2024Q3: 1,081 shares; 2024Q4: 1,004 shares 1,004 $49.6K <0.01% -77 Timeline PMT PENNYMAC MTG INVT TR More: the full row for PENNYMAC MTG INVT 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: not reported; 2024Q4: 3,907 shares 3,907 $49.2K <0.01% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 70 shares; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares 70 $48.8K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,965 shares; 2023Q3: 1,965 shares; 2023Q4: 1,965 shares; 2024Q1: 1,965 shares; 2024Q2: 1,965 shares; 2024Q3: 1,965 shares; 2024Q4: 1,437 shares 1,437 $48.6K <0.01% -528 Timeline DGRW 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: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 665 shares; 2024Q3: 600 shares; 2024Q4: 600 shares 600 $48.6K <0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 15 shares; 2023Q4: 5 shares; 2024Q1: 54 shares; 2024Q2: 56 shares; 2024Q3: 56 shares; 2024Q4: 46 shares 46 $48.5K <0.01% -10 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $48.5K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 62 shares; 2023Q3: not reported; 2023Q4: 500 shares; 2024Q1: 637 shares; 2024Q2: 500 shares; 2024Q3: 1,021 shares; 2024Q4: 1,000 shares 1,000 $48.2K <0.01% -21 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 820 shares; 2023Q3: 920 shares; 2023Q4: 920 shares; 2024Q1: 920 shares; 2024Q2: 920 shares; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares 1,040 $48.1K <0.01% 0 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $47.8K <0.01% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 920 shares; 2023Q3: 935 shares; 2023Q4: 944 shares; 2024Q1: 945 shares; 2024Q2: 957 shares; 2024Q3: 968 shares; 2024Q4: 974 shares 974 $47.7K <0.01% +6 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,000 shares; 2023Q3: 4,000 shares; 2023Q4: 4,000 shares; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares 4,000 $47.6K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 99 shares; 2023Q3: 179 shares; 2023Q4: 29 shares; 2024Q1: 29 shares; 2024Q2: 29 shares; 2024Q3: 29 shares; 2024Q4: 425 shares 425 $46.8K <0.01% +396 Timeline TQQQ 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: 10 shares; 2023Q3: 46 shares; 2023Q4: 558 shares; 2024Q1: 565 shares; 2024Q2: 564 shares; 2024Q3: 586 shares; 2024Q4: 590 shares 590 $46.7K <0.01% +4 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 208 shares; 2024Q3: 201 shares; 2024Q4: 201 shares 201 $46K <0.01% 0 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 12,988 shares; 2023Q4: 8,504 shares; 2024Q1: 4,849 shares; 2024Q2: 4,097 shares; 2024Q3: 3,412 shares; 2024Q4: 2,462 shares 2,462 $45.9K <0.01% -950 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 675 shares; 2023Q3: 675 shares; 2023Q4: 675 shares; 2024Q1: 675 shares; 2024Q2: 1,012 shares; 2024Q3: 675 shares; 2024Q4: 675 shares 675 $45.8K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,250 shares; 2023Q3: 1,150 shares; 2023Q4: 1,150 shares; 2024Q1: 1,250 shares; 2024Q2: 980 shares; 2024Q3: 980 shares; 2024Q4: 1,068 shares 1,068 $45.2K <0.01% +88 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 175 shares; 2023Q3: 218 shares; 2023Q4: 144 shares; 2024Q1: 187 shares; 2024Q2: 243 shares; 2024Q3: 218 shares; 2024Q4: 188 shares 188 $45.1K <0.01% -30 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 730 shares 730 $44.9K <0.01% +718 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 387 shares; 2023Q4: 387 shares; 2024Q1: 387 shares; 2024Q2: 387 shares; 2024Q3: 387 shares; 2024Q4: 387 shares 387 $44.8K <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 240 shares; 2023Q3: 240 shares; 2023Q4: 64 shares; 2024Q1: 97 shares; 2024Q2: 66 shares; 2024Q3: 63 shares; 2024Q4: 63 shares 63 $44.5K <0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 855 shares; 2023Q3: 3,100 shares; 2023Q4: 3,100 shares; 2024Q1: 3,115 shares; 2024Q2: 3,115 shares; 2024Q3: 3,115 shares; 2024Q4: 1,100 shares 1,100 $44.4K <0.01% -2,015 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 848 shares; 2023Q3: 793 shares; 2023Q4: 374 shares; 2024Q1: 528 shares; 2024Q2: 530 shares; 2024Q3: 779 shares; 2024Q4: 927 shares 927 $44.3K <0.01% +148 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 325 shares; 2023Q3: 325 shares; 2023Q4: 325 shares; 2024Q1: 715 shares; 2024Q2: 775 shares; 2024Q3: 775 shares; 2024Q4: 1,549 shares 1,549 $43.9K <0.01% +774 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 477 shares; 2023Q3: 469 shares; 2023Q4: 469 shares; 2024Q1: 469 shares; 2024Q2: 363 shares; 2024Q3: 363 shares; 2024Q4: 363 shares 363 $43.8K <0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,051 shares; 2023Q3: 2,051 shares; 2023Q4: 2,051 shares; 2024Q1: 2,051 shares; 2024Q2: 2,051 shares; 2024Q3: 2,051 shares; 2024Q4: 4,951 shares 4,951 $43.7K <0.01% +2,900 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 370 shares; 2024Q3: 370 shares; 2024Q4: 370 shares 370 $43.5K <0.01% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,569 shares; 2023Q3: 3,569 shares; 2023Q4: 3,569 shares; 2024Q1: 3,569 shares; 2024Q2: 3,569 shares; 2024Q3: 2,875 shares; 2024Q4: 2,875 shares 2,875 $43.4K <0.01% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 208 shares; 2023Q3: 1,040 shares; 2023Q4: 1,040 shares; 2024Q1: 1,045 shares; 2024Q2: 1,040 shares; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares 1,040 $43.3K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 490 shares; 2024Q2: 685 shares; 2024Q3: 815 shares; 2024Q4: 815 shares 815 $43.2K <0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,494 shares; 2024Q1: 1,240 shares; 2024Q2: 1,240 shares; 2024Q3: 1,240 shares; 2024Q4: 1,240 shares 1,240 $43.1K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 207 shares; 2024Q1: 132 shares; 2024Q2: 155 shares; 2024Q3: 155 shares; 2024Q4: 155 shares 155 $42.7K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9,854 shares; 2023Q3: 5,479 shares; 2023Q4: 4,711 shares; 2024Q1: 4,912 shares; 2024Q2: 7,491 shares; 2024Q3: 4,624 shares; 2024Q4: 4,264 shares 4,264 $42.2K <0.01% -360 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,599 shares; 2023Q3: 2,775 shares; 2023Q4: 2,595 shares; 2024Q1: 2,595 shares; 2024Q2: 570 shares; 2024Q3: 280 shares; 2024Q4: 365 shares 365 $41.3K <0.01% +85 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 198 shares; 2023Q3: 198 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 1,147 shares; 2024Q3: 1,147 shares; 2024Q4: 1,147 shares 1,147 $41.1K <0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 136 shares; 2023Q3: 140 shares; 2023Q4: 141 shares; 2024Q1: 141 shares; 2024Q2: 145 shares; 2024Q3: 141 shares; 2024Q4: 91 shares 91 $40.7K <0.01% -50 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 550 shares; 2023Q3: 550 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 351 shares 351 $40.2K <0.01% -149 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,200 shares; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares 1,200 $40K <0.01% 0 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,381 shares; 2023Q3: 4,381 shares; 2023Q4: 4,381 shares; 2024Q1: 4,381 shares; 2024Q2: 4,381 shares; 2024Q3: 4,381 shares; 2024Q4: 4,381 shares 4,381 $39.7K <0.01% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares 450 $38.7K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: 53 shares; 2024Q1: 59 shares; 2024Q2: 33 shares; 2024Q3: 33 shares; 2024Q4: 41 shares 41 $38.7K <0.01% +8 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 400 shares 400 $38.6K <0.01% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,521 shares; 2023Q3: 2,521 shares; 2023Q4: 2,521 shares; 2024Q1: 1,301 shares; 2024Q2: 1,751 shares; 2024Q3: 1,496 shares; 2024Q4: 1,136 shares 1,136 $38.5K <0.01% -360 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,271 shares; 2023Q3: 1,121 shares; 2023Q4: 621 shares; 2024Q1: 631 shares; 2024Q2: 781 shares; 2024Q3: 776 shares; 2024Q4: 509 shares 509 $38.5K <0.01% -267 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,440 shares; 2023Q3: 2,140 shares; 2023Q4: 2,140 shares; 2024Q1: 2,140 shares; 2024Q2: 1,346 shares; 2024Q3: 1,346 shares; 2024Q4: 794 shares 794 $38.2K <0.01% -552 Timeline IXG 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: 382 shares; 2023Q3: 382 shares; 2023Q4: 387 shares; 2024Q1: 387 shares; 2024Q2: 394 shares; 2024Q3: 394 shares; 2024Q4: 398 shares 398 $38.2K <0.01% +4 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 480 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $38.2K <0.01% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 80 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 225 shares 225 $38.2K <0.01% +145 Timeline BMVP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 271 shares; 2023Q3: 813 shares; 2023Q4: 813 shares; 2024Q1: 813 shares; 2024Q2: 813 shares; 2024Q3: 813 shares; 2024Q4: 813 shares 813 $38.1K <0.01% 0 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 238 shares; 2024Q1: 238 shares; 2024Q2: 238 shares; 2024Q3: 238 shares; 2024Q4: 288 shares 288 $38.1K <0.01% +50 Timeline EFV 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: 58 shares; 2023Q3: 92 shares; 2023Q4: not reported; 2024Q1: 2,101 shares; 2024Q2: 719 shares; 2024Q3: 719 shares; 2024Q4: 719 shares 719 $37.7K <0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,000 shares; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 900 shares 900 $37.6K <0.01% +700 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,744 shares; 2023Q3: 1,744 shares; 2023Q4: 1,744 shares; 2024Q1: 1,744 shares; 2024Q2: 1,744 shares; 2024Q3: 1,744 shares; 2024Q4: 1,744 shares 1,744 $37.6K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 207 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $37.4K <0.01% 0 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 358 shares; 2024Q2: 358 shares; 2024Q3: 358 shares; 2024Q4: 358 shares 358 $37.4K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $37.3K <0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 343 shares; 2023Q3: 323 shares; 2023Q4: 323 shares; 2024Q1: 323 shares; 2024Q2: 323 shares; 2024Q3: 323 shares; 2024Q4: 323 shares 323 $37.2K <0.01% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 590 shares; 2023Q3: 590 shares; 2023Q4: 590 shares; 2024Q1: 590 shares; 2024Q2: 590 shares; 2024Q3: 590 shares; 2024Q4: 590 shares 590 $36.8K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 225 shares; 2023Q3: 215 shares; 2023Q4: 215 shares; 2024Q1: 215 shares; 2024Q2: 225 shares; 2024Q3: 229 shares; 2024Q4: 229 shares 229 $36.8K <0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 87 shares; 2023Q3: 87 shares; 2023Q4: 87 shares; 2024Q1: 87 shares; 2024Q2: 87 shares; 2024Q3: 87 shares; 2024Q4: 87 shares 87 $36.7K <0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY 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: 126 shares 126 $36.5K <0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,433 shares; 2023Q3: 1,195 shares; 2023Q4: 1,195 shares; 2024Q1: 1,227 shares; 2024Q2: 1,227 shares; 2024Q3: 1,251 shares; 2024Q4: 1,227 shares 1,227 $36.3K <0.01% -24 Timeline LI LI AUTO INC More: the full row for LI AUTO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 750 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares 1,500 $36K <0.01% 0 Timeline LNKB LINKBANCORP INC More: the full row for LINKBANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,694 shares; 2024Q1: 4,719 shares; 2024Q2: 4,748 shares; 2024Q3: 4,776 shares; 2024Q4: 4,800 shares 4,800 $35.9K <0.01% +24 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 4,169 shares; 2023Q3: 4,015 shares; 2023Q4: 2,779 shares; 2024Q1: 2,759 shares; 2024Q2: 2,759 shares; 2024Q3: 2,759 shares; 2024Q4: 2,759 shares 2,759 $35.8K <0.01% 0 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 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: 607 shares 607 $35.7K <0.01% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 320 shares; 2023Q3: 5,215 shares; 2023Q4: 9,079 shares; 2024Q1: 11,838 shares; 2024Q2: 12,583 shares; 2024Q3: 2,752 shares; 2024Q4: 531 shares 531 $35.5K <0.01% -2,221 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 5,302 shares; 2023Q3: 5,001 shares; 2023Q4: 8,036 shares; 2024Q1: 8,036 shares; 2024Q2: 3,035 shares; 2024Q3: 3,035 shares; 2024Q4: 3,035 shares 3,035 $35.4K <0.01% 0 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 300 shares; 2024Q4: 302 shares 302 $35.1K <0.01% +2 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,096 shares; 2023Q3: 1,096 shares; 2023Q4: 1,096 shares; 2024Q1: 528 shares; 2024Q2: 589 shares; 2024Q3: 589 shares; 2024Q4: 1,178 shares 1,178 $35K <0.01% +589 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,758 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,438 shares; 2024Q3: 676 shares; 2024Q4: 679 shares 679 $34.7K <0.01% +3 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,608 shares; 2023Q3: 1,245 shares; 2023Q4: 1,245 shares; 2024Q1: 1,010 shares; 2024Q2: 1,010 shares; 2024Q3: 1,073 shares; 2024Q4: 1,010 shares 1,010 $34.7K <0.01% -63 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,500 shares; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares 2,500 $34.6K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 153 shares; 2023Q3: 153 shares; 2023Q4: 153 shares; 2024Q1: 153 shares; 2024Q2: 164 shares; 2024Q3: 153 shares; 2024Q4: 153 shares 153 $34.6K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,459 shares; 2023Q3: 3,706 shares; 2023Q4: 3,858 shares; 2024Q1: 3,872 shares; 2024Q2: 2,927 shares; 2024Q3: 2,645 shares; 2024Q4: 3,245 shares 3,245 $34.3K <0.01% +600 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 271 shares; 2024Q4: 271 shares 271 $34K <0.01% 0 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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: 1,500 shares 1,500 $34K <0.01% -160 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 396 shares; 2023Q3: 396 shares; 2023Q4: 396 shares; 2024Q1: 396 shares; 2024Q2: 396 shares; 2024Q3: 396 shares; 2024Q4: 396 shares 396 $33.8K <0.01% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,436 shares; 2023Q3: 1,380 shares; 2023Q4: 1,430 shares; 2024Q1: 1,430 shares; 2024Q2: 1,430 shares; 2024Q3: 1,430 shares; 2024Q4: 1,430 shares 1,430 $33.7K <0.01% 0 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 239 shares; 2023Q3: 244 shares; 2023Q4: 245 shares; 2024Q1: 245 shares; 2024Q2: 248 shares; 2024Q3: 298 shares; 2024Q4: 298 shares 298 $33.6K <0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 360 shares; 2023Q3: 360 shares; 2023Q4: 360 shares; 2024Q1: 360 shares; 2024Q2: 360 shares; 2024Q3: 360 shares; 2024Q4: 360 shares 360 $33.4K <0.01% 0 Timeline ESGD 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: 744 shares; 2024Q1: 744 shares; 2024Q2: 610 shares; 2024Q3: 437 shares; 2024Q4: 438 shares 438 $33.4K <0.01% +1 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 1,400 shares; 2024Q1: 1,400 shares; 2024Q2: 1,400 shares; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares 1,400 $33.3K <0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 466 shares; 2024Q2: 477 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $33.2K <0.01% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 1,948 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 2,560 shares 2,560 $32.9K <0.01% +2,360 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,055 shares; 2023Q3: 1,055 shares; 2023Q4: 1,025 shares; 2024Q1: 573 shares; 2024Q2: 945 shares; 2024Q3: 852 shares; 2024Q4: 998 shares 998 $32.6K <0.01% +146 Timeline OKLO OKLO INC More: the full row for OKLO 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: 1,509 shares 1,509 $32K <0.01% new Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 603 shares; 2023Q3: 603 shares; 2023Q4: 603 shares; 2024Q1: 603 shares; 2024Q2: 603 shares; 2024Q3: 603 shares; 2024Q4: 603 shares 603 $32K <0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO 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: 500 shares 500 $31.6K <0.01% new Timeline AON AON PLC More: the full row for AON 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: 87 shares; 2024Q2: 87 shares; 2024Q3: 87 shares; 2024Q4: 87 shares 87 $31.2K <0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 121 shares; 2023Q3: 121 shares; 2023Q4: 121 shares; 2024Q1: 121 shares; 2024Q2: 121 shares; 2024Q3: 121 shares; 2024Q4: 121 shares 121 $31.1K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 560 shares; 2023Q3: 647 shares; 2023Q4: 504 shares; 2024Q1: 656 shares; 2024Q2: 766 shares; 2024Q3: 789 shares; 2024Q4: 1,008 shares 1,008 $31K <0.01% +219 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,000 shares 1,000 $30.9K <0.01% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 214 shares; 2023Q3: 214 shares; 2023Q4: 214 shares; 2024Q1: 214 shares; 2024Q2: 214 shares; 2024Q3: 214 shares; 2024Q4: 214 shares 214 $30.6K <0.01% 0 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,784 shares; 2023Q3: 3,784 shares; 2023Q4: 3,784 shares; 2024Q1: 3,784 shares; 2024Q2: 4,962 shares; 2024Q3: 4,784 shares; 2024Q4: 2,895 shares 2,895 $30.3K <0.01% -1,889 UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,791 shares; 2023Q3: 1,811 shares; 2023Q4: 1,811 shares; 2024Q1: 3,925 shares; 2024Q2: 3,905 shares; 2024Q3: 3,905 shares; 2024Q4: 3,845 shares 3,845 $29.9K <0.01% -60 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 182 shares; 2023Q3: 147 shares; 2023Q4: 147 shares; 2024Q1: 147 shares; 2024Q2: 143 shares; 2024Q3: 143 shares; 2024Q4: 143 shares 143 $29.8K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares 800 $29.8K <0.01% 0 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares 1,200 $29.8K <0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 85 shares; 2023Q3: 85 shares; 2023Q4: 85 shares; 2024Q1: 97 shares; 2024Q2: 127 shares; 2024Q3: 127 shares; 2024Q4: 127 shares 127 $29.6K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 982 shares; 2023Q3: 1,002 shares; 2023Q4: 1,002 shares; 2024Q1: 2,404 shares; 2024Q2: 811 shares; 2024Q3: 399 shares; 2024Q4: 271 shares 271 $29K <0.01% -128 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 210 shares; 2023Q3: 210 shares; 2023Q4: 210 shares; 2024Q1: 210 shares; 2024Q2: 210 shares; 2024Q3: 210 shares; 2024Q4: 210 shares 210 $28.8K <0.01% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 136 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 316 shares; 2024Q4: 317 shares 317 $28.7K <0.01% +1 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,225 shares; 2023Q3: 355 shares; 2023Q4: 355 shares; 2024Q1: 975 shares; 2024Q2: 157 shares; 2024Q3: 82 shares; 2024Q4: 82 shares 82 $28.2K <0.01% 0 Timeline EWG 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: 880 shares; 2023Q3: 880 shares; 2023Q4: 880 shares; 2024Q1: 880 shares; 2024Q2: 880 shares; 2024Q3: 880 shares; 2024Q4: 880 shares 880 $28K <0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 318 shares; 2023Q3: 390 shares; 2023Q4: 2,116 shares; 2024Q1: 415 shares; 2024Q2: 469 shares; 2024Q3: 362 shares; 2024Q4: 362 shares 362 $28K <0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,873 shares; 2023Q3: 1,873 shares; 2023Q4: 1,904 shares; 2024Q1: 1,976 shares; 2024Q2: 1,976 shares; 2024Q3: 873 shares; 2024Q4: 873 shares 873 $27.9K <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 219 shares; 2023Q3: 220 shares; 2023Q4: 220 shares; 2024Q1: 220 shares; 2024Q2: 220 shares; 2024Q3: 649 shares; 2024Q4: 996 shares 996 $27.8K <0.01% +347 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,100 shares; 2023Q3: 3,100 shares; 2023Q4: 3,100 shares; 2024Q1: 3,100 shares; 2024Q2: 3,100 shares; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares 3,100 $27.5K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 92 shares; 2023Q4: 92 shares; 2024Q1: 128 shares; 2024Q2: 171 shares; 2024Q3: not reported; 2024Q4: 507 shares 507 $27.4K <0.01% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,256 shares; 2023Q3: 1,256 shares; 2023Q4: 1,256 shares; 2024Q1: 1,256 shares; 2024Q2: 1,256 shares; 2024Q3: 1,256 shares; 2024Q4: 1,256 shares 1,256 $27.3K <0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 192 shares; 2023Q3: 179 shares; 2023Q4: 179 shares; 2024Q1: 179 shares; 2024Q2: 179 shares; 2024Q3: 179 shares; 2024Q4: 358 shares 358 $27.1K <0.01% +179 Timeline VLUE 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: 429 shares; 2024Q2: 357 shares; 2024Q3: 357 shares; 2024Q4: 257 shares 257 $27.1K <0.01% -100 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 750 shares; 2023Q3: 801 shares; 2023Q4: 801 shares; 2024Q1: 801 shares; 2024Q2: 801 shares; 2024Q3: 801 shares; 2024Q4: 801 shares 801 $27.1K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 148 shares; 2023Q3: 296 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 296 shares; 2024Q3: 296 shares; 2024Q4: 472 shares 472 $27.1K <0.01% +176 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $27K <0.01% 0 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 8,618 shares; 2023Q3: 8,623 shares; 2023Q4: 8,628 shares; 2024Q1: 5,628 shares; 2024Q2: 5,607 shares; 2024Q3: 3,701 shares; 2024Q4: 2,894 shares 2,894 $27K <0.01% -807 XHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $26.6K <0.01% 0 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $26.3K <0.01% 0 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,139 shares; 2023Q3: 1,139 shares; 2023Q4: 1,139 shares; 2024Q1: 1,139 shares; 2024Q2: 1,139 shares; 2024Q3: 1,139 shares; 2024Q4: 1,139 shares 1,139 $26.3K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 152 shares; 2023Q3: 155 shares; 2023Q4: 103 shares; 2024Q1: 103 shares; 2024Q2: 103 shares; 2024Q3: 107 shares; 2024Q4: 103 shares 103 $26.1K <0.01% -4 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 625 shares; 2024Q4: 625 shares 625 $25.5K <0.01% 0 Timeline ROCKET LAB USA INC ROCKET LAB USA INC More: the full row for ROCKET LAB USA 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: 1,002 shares 1,002 $25.5K <0.01% new TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 332 shares; 2023Q3: 332 shares; 2023Q4: 332 shares; 2024Q1: 332 shares; 2024Q2: 332 shares; 2024Q3: 332 shares; 2024Q4: 332 shares 332 $25.4K <0.01% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,629 shares; 2024Q3: 2,629 shares; 2024Q4: 2,629 shares 2,629 $25.4K <0.01% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 192 shares; 2023Q3: 192 shares; 2023Q4: 192 shares; 2024Q1: 192 shares; 2024Q2: 192 shares; 2024Q3: 192 shares; 2024Q4: 192 shares 192 $25.2K <0.01% 0 Timeline VLT INVESCO HIGH INCOME TR II More: the full row for INVESCO HIGH INCOME TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,195 shares; 2023Q3: 1,228 shares; 2023Q4: 1,264 shares; 2024Q1: 2,177 shares; 2024Q2: 2,213 shares; 2024Q3: 2,248 shares; 2024Q4: 2,284 shares 2,284 $25K <0.01% +36 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 775 shares; 2023Q3: 775 shares; 2023Q4: 775 shares; 2024Q1: 775 shares; 2024Q2: 775 shares; 2024Q3: 775 shares; 2024Q4: 775 shares 775 $24.9K <0.01% 0 Timeline PAWZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 569 shares; 2023Q3: 569 shares; 2023Q4: 569 shares; 2024Q1: 555 shares; 2024Q2: 455 shares; 2024Q3: 455 shares; 2024Q4: 455 shares 455 $24.8K <0.01% 0 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 309 shares; 2023Q3: 309 shares; 2023Q4: 309 shares; 2024Q1: 149 shares; 2024Q2: 149 shares; 2024Q3: 149 shares; 2024Q4: 149 shares 149 $24.8K <0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 720 shares; 2023Q3: 407 shares; 2023Q4: 407 shares; 2024Q1: 407 shares; 2024Q2: 807 shares; 2024Q3: 807 shares; 2024Q4: 600 shares 600 $24.3K <0.01% -207 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 65 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 921 shares; 2024Q3: not reported; 2024Q4: 420 shares 420 $24.1K <0.01% new Timeline S SENTINELONE INC More: the full row for SENTINELONE 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: 480 shares; 2024Q4: 1,080 shares 1,080 $24K <0.01% +600 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,490 shares; 2023Q3: 3,140 shares; 2023Q4: 340 shares; 2024Q1: 390 shares; 2024Q2: 390 shares; 2024Q3: 390 shares; 2024Q4: 390 shares 390 $23.9K <0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,684 shares; 2023Q3: 2,686 shares; 2023Q4: 2,699 shares; 2024Q1: 2,690 shares; 2024Q2: 622 shares; 2024Q3: 624 shares; 2024Q4: 625 shares 625 $23.6K <0.01% +1 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $23.5K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 750 shares; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 500 shares; 2024Q3: 528 shares; 2024Q4: 500 shares 500 $23.3K <0.01% -28 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares 50 $23.3K <0.01% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,386 shares; 2023Q3: 1,386 shares; 2023Q4: 1,386 shares; 2024Q1: 942 shares; 2024Q2: 861 shares; 2024Q3: 861 shares; 2024Q4: 861 shares 861 $23K <0.01% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 450 shares; 2024Q2: 400 shares; 2024Q3: 350 shares; 2024Q4: 350 shares 350 $23K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 106 shares; 2024Q2: 106 shares; 2024Q3: 106 shares; 2024Q4: 97 shares 97 $22.8K <0.01% -9 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,109 shares; 2023Q3: 957 shares; 2023Q4: 957 shares; 2024Q1: 962 shares; 2024Q2: 1,104 shares; 2024Q3: 1,139 shares; 2024Q4: 198 shares 198 $22.8K <0.01% -941 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 612 shares; 2023Q3: 614 shares; 2023Q4: 616 shares; 2024Q1: 619 shares; 2024Q2: 621 shares; 2024Q3: 623 shares; 2024Q4: 627 shares 627 $22.6K <0.01% +4 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 177 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 661 shares; 2024Q2: 661 shares; 2024Q3: 661 shares; 2024Q4: 661 shares 661 $22.6K <0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 402 shares; 2023Q3: 402 shares; 2023Q4: 402 shares; 2024Q1: 402 shares; 2024Q2: 402 shares; 2024Q3: 402 shares; 2024Q4: 402 shares 402 $22.5K <0.01% 0 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 792 shares; 2023Q3: 792 shares; 2023Q4: 792 shares; 2024Q1: 792 shares; 2024Q2: 792 shares; 2024Q3: 633 shares; 2024Q4: 633 shares 633 $22.4K <0.01% 0 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 60 shares; 2023Q4: 216 shares; 2024Q1: 866 shares; 2024Q2: 866 shares; 2024Q3: 670 shares; 2024Q4: 650 shares 650 $22.4K <0.01% -20 Timeline ITA 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: 326 shares; 2023Q3: 326 shares; 2023Q4: 151 shares; 2024Q1: 151 shares; 2024Q2: 152 shares; 2024Q3: 152 shares; 2024Q4: 152 shares 152 $22.1K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,382 shares; 2023Q3: 1,382 shares; 2023Q4: 1,382 shares; 2024Q1: 1,492 shares; 2024Q2: 1,492 shares; 2024Q3: 1,492 shares; 2024Q4: 562 shares 562 $22.1K <0.01% -930 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 63 shares; 2023Q4: 63 shares; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: not reported; 2024Q4: 455 shares 455 $21.9K <0.01% new Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 685 shares; 2023Q3: 685 shares; 2023Q4: 685 shares; 2024Q1: 685 shares; 2024Q2: 685 shares; 2024Q3: 685 shares; 2024Q4: 685 shares 685 $21.9K <0.01% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 586 shares 586 $21.7K <0.01% new Timeline NUS NU SKIN ENTERPRISES INC More: the full row for NU SKIN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,075 shares; 2024Q2: 3,088 shares; 2024Q3: 3,113 shares; 2024Q4: 3,136 shares 3,136 $21.6K <0.01% +23 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2 shares; 2024Q1: not reported; 2024Q2: 309 shares; 2024Q3: 309 shares; 2024Q4: 310 shares 310 $21.4K <0.01% +1 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 376 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 832 shares; 2024Q3: 575 shares; 2024Q4: 992 shares 992 $21.2K <0.01% +417 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 198 shares; 2023Q3: 198 shares; 2023Q4: 198 shares; 2024Q1: 198 shares; 2024Q2: 198 shares; 2024Q3: 198 shares; 2024Q4: 198 shares 198 $21K <0.01% 0 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,559 shares; 2023Q3: 1,559 shares; 2023Q4: 1,559 shares; 2024Q1: 1,559 shares; 2024Q2: 1,559 shares; 2024Q3: 1,559 shares; 2024Q4: 1,559 shares 1,559 $21K <0.01% 0 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 500 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 900 shares 900 $20.9K <0.01% +600 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 250 shares; 2023Q4: 614 shares; 2024Q1: 614 shares; 2024Q2: 614 shares; 2024Q3: 614 shares; 2024Q4: 614 shares 614 $20.8K <0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,552 shares; 2023Q3: 292 shares; 2023Q4: 292 shares; 2024Q1: 292 shares; 2024Q2: 292 shares; 2024Q3: 292 shares; 2024Q4: 292 shares 292 $20.6K <0.01% 0 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI 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: 1,939 shares 1,939 $20.6K <0.01% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 63 shares; 2023Q3: 73 shares; 2023Q4: 70 shares; 2024Q1: 77 shares; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: 60 shares 60 $20.6K <0.01% 0 Timeline IDYA IDEAYA BIOSCIENCES INC More: the full row for IDEAYA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares 800 $20.6K <0.01% 0 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $20.5K <0.01% 0 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,096 shares; 2023Q3: 2,096 shares; 2023Q4: 2,096 shares; 2024Q1: 2,096 shares; 2024Q2: 2,096 shares; 2024Q3: 2,096 shares; 2024Q4: 2,096 shares 2,096 $20.4K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 98 shares; 2023Q3: 103 shares; 2023Q4: 98 shares; 2024Q1: 98 shares; 2024Q2: 68 shares; 2024Q3: 73 shares; 2024Q4: 68 shares 68 $20.4K <0.01% -5 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 181 shares; 2023Q3: 128 shares; 2023Q4: 128 shares; 2024Q1: 128 shares; 2024Q2: 297 shares; 2024Q3: 268 shares; 2024Q4: 375 shares 375 $20K <0.01% +107 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 402 shares; 2023Q3: 402 shares; 2023Q4: 402 shares; 2024Q1: 402 shares; 2024Q2: 402 shares; 2024Q3: 402 shares; 2024Q4: 402 shares 402 $20K <0.01% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 124 shares; 2023Q3: 324 shares; 2023Q4: 324 shares; 2024Q1: 294 shares; 2024Q2: 294 shares; 2024Q3: 244 shares; 2024Q4: 244 shares 244 $19.9K <0.01% 0 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 975 shares; 2023Q3: 975 shares; 2023Q4: 975 shares; 2024Q1: 975 shares; 2024Q2: 975 shares; 2024Q3: 975 shares; 2024Q4: 975 shares 975 $19.7K <0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 264 shares; 2024Q2: 264 shares; 2024Q3: 264 shares; 2024Q4: 264 shares 264 $19.7K <0.01% 0 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,876 shares; 2023Q3: 2,039 shares; 2023Q4: 1,611 shares; 2024Q1: 743 shares; 2024Q2: 455 shares; 2024Q3: 290 shares; 2024Q4: 205 shares 205 $19.6K <0.01% -85 Timeline PODD INSULET CORP More: the full row for INSULET 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: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares 75 $19.6K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 249 shares; 2023Q4: 235 shares; 2024Q1: 270 shares; 2024Q2: 310 shares; 2024Q3: 330 shares; 2024Q4: 917 shares 917 $19.6K <0.01% +587 Timeline REVELYST INC REVELYST INC More: the full row for REVELYST 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: 1,010 shares 1,010 $19.4K <0.01% new PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 200 shares 200 $19.4K <0.01% -50 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING 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: 616 shares 616 $19.4K <0.01% new Timeline CUT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares 600 $19K <0.01% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 389 shares; 2023Q3: 389 shares; 2023Q4: 589 shares; 2024Q1: 593 shares; 2024Q2: 589 shares; 2024Q3: 589 shares; 2024Q4: 589 shares 589 $18.3K <0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,750 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 718 shares 718 $18.3K <0.01% +118 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 51 shares; 2023Q3: 51 shares; 2023Q4: 51 shares; 2024Q1: 51 shares; 2024Q2: 51 shares; 2024Q3: 51 shares; 2024Q4: 1,401 shares 1,401 $18.3K <0.01% +1,350 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 100 shares; 2023Q3: 150 shares; 2023Q4: 183 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 165 shares 165 $18K <0.01% +15 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,468 shares; 2024Q1: 1,468 shares; 2024Q2: 1,468 shares; 2024Q3: 1,468 shares; 2024Q4: 1,468 shares 1,468 $18K <0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 49 shares; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares; 2024Q2: 58 shares; 2024Q3: 97 shares; 2024Q4: 97 shares 97 $17.9K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 490 shares; 2023Q3: 350 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 268 shares; 2024Q3: 250 shares; 2024Q4: 250 shares 250 $17.9K <0.01% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 264 shares; 2024Q2: 337 shares; 2024Q3: 267 shares; 2024Q4: 309 shares 309 $17.7K <0.01% +42 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 115 shares; 2023Q3: 115 shares; 2023Q4: 115 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 115 shares 115 $17.6K <0.01% -10 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 254 shares; 2024Q3: 254 shares; 2024Q4: 254 shares 254 $17.6K <0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,550 shares; 2023Q3: 1,550 shares; 2023Q4: 1,550 shares; 2024Q1: 1,550 shares; 2024Q2: 1,550 shares; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares 1,550 $17.5K <0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 235 shares; 2023Q3: 235 shares; 2023Q4: 235 shares; 2024Q1: 235 shares; 2024Q2: 235 shares; 2024Q3: 235 shares; 2024Q4: 235 shares 235 $17.5K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 50 shares; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 37 shares 37 $17.1K <0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 957 shares; 2023Q3: 957 shares; 2023Q4: 957 shares; 2024Q1: 957 shares; 2024Q2: 957 shares; 2024Q3: 957 shares; 2024Q4: 1,782 shares 1,782 $17K <0.01% +825 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 307 shares; 2023Q3: 324 shares; 2023Q4: 324 shares; 2024Q1: 324 shares; 2024Q2: 224 shares; 2024Q3: 224 shares; 2024Q4: 224 shares 224 $17K <0.01% 0 Timeline DIREXION SHS ETF TR DIREXION SHS ETF TR More: the full row for DIREXION SHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 264 shares; 2023Q4: 264 shares; 2024Q1: 264 shares; 2024Q2: 264 shares; 2024Q3: 264 shares; 2024Q4: 264 shares 264 $17K <0.01% 0 CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 18 shares; 2023Q3: 60 shares; 2023Q4: not reported; 2024Q1: 25 shares; 2024Q2: 54 shares; 2024Q3: 254 shares; 2024Q4: 254 shares 254 $16.9K <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 304 shares; 2024Q2: 304 shares; 2024Q3: 304 shares; 2024Q4: 304 shares 304 $16.9K <0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 10,895 shares; 2023Q3: 10,895 shares; 2023Q4: 5,495 shares; 2024Q1: 5,495 shares; 2024Q2: 5,495 shares; 2024Q3: 3,745 shares; 2024Q4: 3,745 shares 3,745 $16.6K <0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1 shares; 2024Q2: 58 shares; 2024Q3: 70 shares; 2024Q4: 70 shares 70 $16.5K <0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 121 shares; 2023Q3: 76 shares; 2023Q4: 26 shares; 2024Q1: 249 shares; 2024Q2: 126 shares; 2024Q3: 126 shares; 2024Q4: 123 shares 123 $16.4K <0.01% -3 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 342 shares; 2023Q4: 342 shares; 2024Q1: 342 shares; 2024Q2: 342 shares; 2024Q3: 342 shares; 2024Q4: 342 shares 342 $16.3K <0.01% 0 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 900 shares; 2023Q3: 900 shares; 2023Q4: 900 shares; 2024Q1: 900 shares; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 900 shares 900 $16.3K <0.01% 0 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 175 shares; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares 175 $16.2K <0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 318 shares; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 125 shares 125 $16.1K <0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 691 shares; 2023Q3: 829 shares; 2023Q4: 756 shares; 2024Q1: 757 shares; 2024Q2: 757 shares; 2024Q3: 851 shares; 2024Q4: 760 shares 760 $16K <0.01% -91 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 43 shares; 2023Q3: 43 shares; 2023Q4: 43 shares; 2024Q1: 43 shares; 2024Q2: 53 shares; 2024Q3: 53 shares; 2024Q4: 53 shares 53 $15.9K <0.01% 0 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 345 shares; 2023Q3: 345 shares; 2023Q4: 345 shares; 2024Q1: 345 shares; 2024Q2: 345 shares; 2024Q3: 345 shares; 2024Q4: 345 shares 345 $15.8K <0.01% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $15.6K <0.01% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 75 shares; 2024Q4: 168 shares 168 $15.5K <0.01% +93 Timeline IYE 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: 658 shares; 2023Q3: 658 shares; 2023Q4: 540 shares; 2024Q1: 340 shares; 2024Q2: 340 shares; 2024Q3: 340 shares; 2024Q4: 340 shares 340 $15.5K <0.01% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 432 shares 432 $15.5K <0.01% +32 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,653 shares; 2023Q3: 3,618 shares; 2023Q4: 3,424 shares; 2024Q1: 2,703 shares; 2024Q2: 2,303 shares; 2024Q3: 890 shares; 2024Q4: 290 shares 290 $15.4K <0.01% -600 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $15.4K <0.01% 0 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 401 shares; 2024Q2: 401 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $15.3K <0.01% 0 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 810 shares; 2024Q3: 810 shares; 2024Q4: 810 shares 810 $15.3K <0.01% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 292 shares; 2024Q1: 295 shares; 2024Q2: 297 shares; 2024Q3: 298 shares; 2024Q4: 305 shares 305 $15.2K <0.01% +7 Timeline VNAM GLOBAL X FDS More: the full row for GLOBAL X FDS 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: 1,000 shares 1,000 $15.1K <0.01% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 166 shares; 2024Q2: 165 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $15.1K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 250 shares; 2023Q3: 259 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 200 shares; 2024Q4: 207 shares 207 $14.9K <0.01% +7 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 588 shares; 2023Q3: 588 shares; 2023Q4: 588 shares; 2024Q1: 588 shares; 2024Q2: 588 shares; 2024Q3: 588 shares; 2024Q4: 588 shares 588 $14.9K <0.01% 0 Timeline OLD POINT FINL CORP OLD POINT FINL CORP More: the full row for OLD POINT FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 540 shares; 2023Q3: 544 shares; 2023Q4: 548 shares; 2024Q1: 552 shares; 2024Q2: 562 shares; 2024Q3: 566 shares; 2024Q4: 569 shares 569 $14.8K <0.01% +3 VERVE THERAPEUTICS INC VERVE THERAPEUTICS INC More: the full row for VERVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,200 shares; 2023Q3: 2,200 shares; 2023Q4: 2,200 shares; 2024Q1: 2,600 shares; 2024Q2: 2,600 shares; 2024Q3: 3,400 shares; 2024Q4: 2,600 shares 2,600 $14.7K <0.01% -800 IYT 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: 54 shares; 2023Q3: 54 shares; 2023Q4: 54 shares; 2024Q1: 216 shares; 2024Q2: 216 shares; 2024Q3: 216 shares; 2024Q4: 216 shares 216 $14.6K <0.01% 0 Timeline CZNC CITIZENS & NORTHN CORP More: the full row for CITIZENS & NORTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 782 shares; 2023Q3: 782 shares; 2023Q4: 782 shares; 2024Q1: 782 shares; 2024Q2: 782 shares; 2024Q3: 782 shares; 2024Q4: 782 shares 782 $14.5K <0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares 50 $14.4K <0.01% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC 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: 200 shares 200 $14.4K <0.01% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT 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: 775 shares; 2024Q4: 75 shares 75 $14K <0.01% -700 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 602 shares; 2023Q3: 602 shares; 2023Q4: 602 shares; 2024Q1: 602 shares; 2024Q2: 177 shares; 2024Q3: 177 shares; 2024Q4: 531 shares 531 $13.8K <0.01% +354 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP 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: 65 shares; 2024Q2: 65 shares; 2024Q3: 65 shares; 2024Q4: 101 shares 101 $13.8K <0.01% +36 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 148 shares; 2023Q3: 79 shares; 2023Q4: 79 shares; 2024Q1: 79 shares; 2024Q2: 79 shares; 2024Q3: 79 shares; 2024Q4: 79 shares 79 $13.8K <0.01% 0 Timeline MATTERPORT INC MATTERPORT INC More: the full row for MATTERPORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,900 shares; 2023Q3: 2,900 shares; 2023Q4: 2,900 shares; 2024Q1: 2,900 shares; 2024Q2: 2,900 shares; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares 2,900 $13.7K <0.01% 0 MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 355 shares; 2023Q3: 855 shares; 2023Q4: 1,143 shares; 2024Q1: 1,143 shares; 2024Q2: 1,145 shares; 2024Q3: 395 shares; 2024Q4: 395 shares 395 $13.7K <0.01% 0 Timeline UNITED STATES STL CORP NEW UNITED STATES STL CORP NEW More: the full row for UNITED STATES STL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $13.6K <0.01% 0 NU NU HLDGS LTD More: the full row for NU HLDGS 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: not reported; 2024Q3: not reported; 2024Q4: 1,300 shares 1,300 $13.5K <0.01% new Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 13 shares; 2024Q2: 43 shares; 2024Q3: 43 shares; 2024Q4: 43 shares 43 $13.4K <0.01% 0 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 944 shares; 2023Q3: 944 shares; 2023Q4: 944 shares; 2024Q1: 1,187 shares; 2024Q2: 851 shares; 2024Q3: 851 shares; 2024Q4: 1,051 shares 1,051 $13.4K <0.01% +200 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 350 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares 250 $13.3K <0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 60 shares; 2024Q3: 80 shares; 2024Q4: 146 shares 146 $13.3K <0.01% +66 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,600 shares; 2023Q3: 1,600 shares; 2023Q4: 1,600 shares; 2024Q1: 1,600 shares; 2024Q2: 1,600 shares; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares 1,600 $13.2K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,898 shares; 2023Q3: 651 shares; 2023Q4: 849 shares; 2024Q1: 546 shares; 2024Q2: 579 shares; 2024Q3: 700 shares; 2024Q4: 1,062 shares 1,062 $13.2K <0.01% +362 Timeline ICLN 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: 16,557 shares; 2023Q3: 14,207 shares; 2023Q4: 12,747 shares; 2024Q1: 12,417 shares; 2024Q2: 10,430 shares; 2024Q3: 7,825 shares; 2024Q4: 1,160 shares 1,160 $13.2K <0.01% -6,665 Timeline APA APA CORPORATION More: the full row for APA CORPORATION 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: 381 shares; 2024Q2: 563 shares; 2024Q3: 563 shares; 2024Q4: 563 shares 563 $13K <0.01% 0 Timeline ISCV 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: 204 shares; 2023Q4: 204 shares; 2024Q1: 204 shares; 2024Q2: 204 shares; 2024Q3: 204 shares; 2024Q4: 204 shares 204 $12.9K <0.01% 0 Timeline CBNK CAPITAL BANCORP INC MD More: the full row for CAPITAL BANCORP INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,323 shares; 2023Q3: 5,823 shares; 2023Q4: 1,450 shares; 2024Q1: 950 shares; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares 450 $12.8K <0.01% 0 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 235 shares; 2024Q4: 235 shares 235 $12.7K <0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 120 shares; 2024Q2: 120 shares; 2024Q3: 75 shares; 2024Q4: 100 shares 100 $12.6K <0.01% +25 Timeline ITB 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: 66 shares; 2023Q3: 119 shares; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: 119 shares; 2024Q3: 119 shares; 2024Q4: 119 shares 119 $12.3K <0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares 600 $12.2K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 201 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $12K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 20 shares; 2023Q3: 137 shares; 2023Q4: 20 shares; 2024Q1: 39 shares; 2024Q2: 48 shares; 2024Q3: 48 shares; 2024Q4: 48 shares 48 $11.9K <0.01% 0 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares 50 $11.9K <0.01% 0 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $11.7K <0.01% 0 Timeline EBIZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 417 shares; 2023Q3: 417 shares; 2023Q4: 417 shares; 2024Q1: 417 shares; 2024Q2: 417 shares; 2024Q3: 418 shares; 2024Q4: 418 shares 418 $11.6K <0.01% 0 Timeline XLGIX LAZARD GLOBAL TOTAL RETURN & More: the full row for LAZARD GLOBAL TOTAL RETURN & 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: 725 shares 725 $11.6K <0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 210 shares; 2023Q3: 115 shares; 2023Q4: 117 shares; 2024Q1: 117 shares; 2024Q2: 117 shares; 2024Q3: 115 shares; 2024Q4: 542 shares 542 $11.5K <0.01% +427 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 150 shares 150 $11.5K <0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 68 shares; 2023Q3: 68 shares; 2023Q4: 68 shares; 2024Q1: 68 shares; 2024Q2: 121 shares; 2024Q3: 68 shares; 2024Q4: 91 shares 91 $11.3K <0.01% +23 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,315 shares; 2023Q3: 1,104 shares; 2023Q4: 1,004 shares; 2024Q1: 1,184 shares; 2024Q2: 2,184 shares; 2024Q3: 2,184 shares; 2024Q4: 2,180 shares 2,180 $11.3K <0.01% -4 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: 60 shares 60 $11.3K <0.01% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 600 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $11K <0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 135 shares; 2023Q3: 210 shares; 2023Q4: 183 shares; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 135 shares 135 $10.9K <0.01% 0 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 737 shares; 2023Q3: 737 shares; 2023Q4: 737 shares; 2024Q1: 737 shares; 2024Q2: 487 shares; 2024Q3: 229 shares; 2024Q4: 229 shares 229 $10.9K <0.01% 0 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS 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: 46 shares 46 $10.8K <0.01% new Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 418 shares; 2023Q3: 418 shares; 2023Q4: 322 shares; 2024Q1: 282 shares; 2024Q2: 474 shares; 2024Q3: 282 shares; 2024Q4: 282 shares 282 $10.3K <0.01% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 51 shares; 2023Q3: 51 shares; 2023Q4: 51 shares; 2024Q1: 51 shares; 2024Q2: 51 shares; 2024Q3: 256 shares; 2024Q4: 256 shares 256 $10.2K <0.01% 0 Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,720 shares; 2023Q3: 2,530 shares; 2023Q4: 1,309 shares; 2024Q1: 1,069 shares; 2024Q2: 994 shares; 2024Q3: 844 shares; 2024Q4: 694 shares 694 $10.1K <0.01% -150 Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 156 shares; 2023Q3: 156 shares; 2023Q4: 156 shares; 2024Q1: 156 shares; 2024Q2: 156 shares; 2024Q3: 156 shares; 2024Q4: 156 shares 156 $10.1K <0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 38 shares; 2024Q3: not reported; 2024Q4: 130 shares 130 $10.1K <0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17 shares; 2024Q3: 17 shares; 2024Q4: 17 shares 17 $10.1K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3 shares; 2024Q3: not reported; 2024Q4: 58 shares 58 $9.99K <0.01% new Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 781 shares; 2023Q3: 782 shares; 2023Q4: 342 shares; 2024Q1: 343 shares; 2024Q2: 343 shares; 2024Q3: 244 shares; 2024Q4: 244 shares 244 $9.95K <0.01% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 559 shares 559 $9.89K <0.01% new Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 113 shares; 2023Q3: 113 shares; 2023Q4: 113 shares; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 63 shares; 2024Q4: 63 shares 63 $9.89K <0.01% 0 Timeline BILZ 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: not reported; 2024Q3: not reported; 2024Q4: 98 shares 98 $9.88K <0.01% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 24 shares; 2023Q3: 24 shares; 2023Q4: 24 shares; 2024Q1: 133 shares; 2024Q2: 313 shares; 2024Q3: 172 shares; 2024Q4: 165 shares 165 $9.84K <0.01% -7 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY 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: 60 shares 60 $9.83K <0.01% new Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 99 shares; 2023Q3: 99 shares; 2023Q4: 99 shares; 2024Q1: 99 shares; 2024Q2: 99 shares; 2024Q3: 99 shares; 2024Q4: 99 shares 99 $9.79K <0.01% 0 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 199 shares; 2023Q3: 199 shares; 2023Q4: 199 shares; 2024Q1: 199 shares; 2024Q2: 199 shares; 2024Q3: 199 shares; 2024Q4: 199 shares 199 $9.79K <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,050 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 101 shares; 2024Q3: 161 shares; 2024Q4: 101 shares 101 $9.78K <0.01% -60 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN 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: 823 shares 823 $9.61K <0.01% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 146 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 149 shares 149 $9.52K <0.01% new Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 305 shares; 2023Q3: 305 shares; 2023Q4: 305 shares; 2024Q1: 305 shares; 2024Q2: 305 shares; 2024Q3: 305 shares; 2024Q4: 305 shares 305 $9.42K <0.01% 0 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 240 shares; 2024Q2: 240 shares; 2024Q3: 240 shares; 2024Q4: 240 shares 240 $9.4K <0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL 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: 78 shares; 2024Q3: 3 shares; 2024Q4: 143 shares 143 $9.32K <0.01% +140 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 474 shares; 2023Q3: 487 shares; 2023Q4: 399 shares; 2024Q1: 531 shares; 2024Q2: 399 shares; 2024Q3: 386 shares; 2024Q4: 38 shares 38 $9.25K <0.01% -348 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $9.21K <0.01% 0 Timeline TRU TRANSUNION More: the full row for TRANSUNION 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: 47 shares; 2024Q3: not reported; 2024Q4: 99 shares 99 $9.18K <0.01% new Timeline MGTX MEIRAGTX HLDGS PLC More: the full row for MEIRAGTX HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,500 shares 1,500 $9.13K <0.01% +500 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 52 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 585 shares 585 $9.13K <0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 115 shares; 2023Q3: 113 shares; 2023Q4: 112 shares; 2024Q1: 81 shares; 2024Q2: 101 shares; 2024Q3: 101 shares; 2024Q4: 101 shares 101 $9.12K <0.01% 0 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS 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: 200 shares 200 $9.03K <0.01% new Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,610 shares; 2023Q3: 2,605 shares; 2023Q4: 2,455 shares; 2024Q1: 2,455 shares; 2024Q2: 2,165 shares; 2024Q3: 715 shares; 2024Q4: 715 shares 715 $9.02K <0.01% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 23 shares; 2023Q3: 23 shares; 2023Q4: 23 shares; 2024Q1: 63 shares; 2024Q2: 111 shares; 2024Q3: 63 shares; 2024Q4: 63 shares 63 $9.01K <0.01% 0 Timeline UHT UNIVERSAL HEALTH RLTY INCOME More: the full row for UNIVERSAL HEALTH RLTY INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 242 shares; 2023Q3: 242 shares; 2023Q4: 242 shares; 2024Q1: 242 shares; 2024Q2: 242 shares; 2024Q3: 242 shares; 2024Q4: 242 shares 242 $9.01K <0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 180 shares; 2024Q3: 180 shares; 2024Q4: 180 shares 180 $8.9K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 93 shares; 2023Q3: 93 shares; 2023Q4: 93 shares; 2024Q1: 93 shares; 2024Q2: 187 shares; 2024Q3: 68 shares; 2024Q4: 114 shares 114 $8.81K <0.01% +46 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 97 shares; 2023Q3: 97 shares; 2023Q4: 77 shares; 2024Q1: 62 shares; 2024Q2: 62 shares; 2024Q3: 62 shares; 2024Q4: 62 shares 62 $8.8K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 286 shares; 2023Q3: 286 shares; 2023Q4: 286 shares; 2024Q1: 286 shares; 2024Q2: 286 shares; 2024Q3: 286 shares; 2024Q4: 286 shares 286 $8.78K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 9 shares; 2023Q3: 67 shares; 2023Q4: 77 shares; 2024Q1: 77 shares; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 119 shares 119 $8.66K <0.01% +47 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 274 shares; 2023Q3: 278 shares; 2023Q4: 282 shares; 2024Q1: 286 shares; 2024Q2: 291 shares; 2024Q3: 295 shares; 2024Q4: 302 shares 302 $8.65K <0.01% +7 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 129 shares; 2024Q2: 129 shares; 2024Q3: 129 shares; 2024Q4: 129 shares 129 $8.65K <0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 438 shares; 2024Q3: 499 shares; 2024Q4: 468 shares 468 $8.56K <0.01% -31 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 161 shares; 2023Q3: 171 shares; 2023Q4: 81 shares; 2024Q1: 81 shares; 2024Q2: 73 shares; 2024Q3: 73 shares; 2024Q4: 73 shares 73 $8.52K <0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 57 shares; 2024Q2: 57 shares; 2024Q3: 57 shares; 2024Q4: 98 shares 98 $8.46K <0.01% +41 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 1,000 shares 1,000 $8.4K <0.01% new Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 130 shares; 2023Q3: 130 shares; 2023Q4: 130 shares; 2024Q1: 130 shares; 2024Q2: 130 shares; 2024Q3: 130 shares; 2024Q4: 130 shares 130 $8.28K <0.01% 0 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 172 shares; 2024Q2: 172 shares; 2024Q3: 172 shares; 2024Q4: 172 shares 172 $8.24K <0.01% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares 1 $8.18K <0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares 50 $8.17K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 362 shares; 2024Q3: 99 shares; 2024Q4: 123 shares 123 $8.13K <0.01% +24 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD 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: 325 shares 325 $8.02K <0.01% new Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $7.91K <0.01% 0 Timeline REDFIN CORP REDFIN CORP More: the full row for REDFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 750 shares; 2023Q3: 1,100 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $7.87K <0.01% 0 TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,100 shares; 2023Q3: 2,100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $7.85K <0.01% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares 75 $7.84K <0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 78 shares; 2023Q4: 78 shares; 2024Q1: 78 shares; 2024Q2: 78 shares; 2024Q3: 78 shares; 2024Q4: 78 shares 78 $7.76K <0.01% 0 Timeline AFK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $7.74K <0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 281 shares; 2023Q3: 281 shares; 2023Q4: 281 shares; 2024Q1: 281 shares; 2024Q2: 281 shares; 2024Q3: 281 shares; 2024Q4: 281 shares 281 $7.69K <0.01% 0 Timeline CNRG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 125 shares 125 $7.57K <0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 596 shares; 2023Q3: 596 shares; 2023Q4: 627 shares; 2024Q1: 627 shares; 2024Q2: 596 shares; 2024Q3: 596 shares; 2024Q4: 96 shares 96 $7.57K <0.01% -500 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 227 shares; 2023Q3: 226 shares; 2023Q4: 226 shares; 2024Q1: 226 shares; 2024Q2: 226 shares; 2024Q3: 226 shares; 2024Q4: 226 shares 226 $7.54K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares 75 $7.46K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $7.45K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 112 shares; 2023Q3: 112 shares; 2023Q4: 112 shares; 2024Q1: 112 shares; 2024Q2: 211 shares; 2024Q3: 111 shares; 2024Q4: 111 shares 111 $7.45K <0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 185 shares 185 $7.45K <0.01% +50 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX 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: 29 shares; 2024Q3: 29 shares; 2024Q4: 29 shares 29 $7.4K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 39 shares; 2023Q3: 39 shares; 2023Q4: 39 shares; 2024Q1: 39 shares; 2024Q2: 39 shares; 2024Q3: 39 shares; 2024Q4: 39 shares 39 $7.37K <0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 26,118 shares; 2023Q3: 16,795 shares; 2023Q4: 11,806 shares; 2024Q1: 7,222 shares; 2024Q2: 4,556 shares; 2024Q3: 2,102 shares; 2024Q4: 866 shares 866 $7.35K <0.01% -1,236 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 591 shares; 2023Q3: 591 shares; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 36 shares 36 $7.35K <0.01% -6 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA 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: 75 shares; 2024Q2: 475 shares; 2024Q3: 75 shares; 2024Q4: 75 shares 75 $7.3K <0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 63 shares; 2023Q4: 63 shares; 2024Q1: 79 shares; 2024Q2: not reported; 2024Q3: 500 shares; 2024Q4: 200 shares 200 $7.26K <0.01% -300 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,214 shares; 2023Q3: 3,214 shares; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: 140 shares; 2024Q3: 630 shares; 2024Q4: 280 shares 280 $7.23K <0.01% -350 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $7.19K <0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares; 2024Q2: 225 shares; 2024Q3: 225 shares; 2024Q4: 225 shares 225 $7.15K <0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 40 shares; 2023Q3: 1,051 shares; 2023Q4: 1,051 shares; 2024Q1: 1,051 shares; 2024Q2: 1,051 shares; 2024Q3: 1,051 shares; 2024Q4: 468 shares 468 $7.14K <0.01% -583 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 138 shares; 2023Q3: 141 shares; 2023Q4: 143 shares; 2024Q1: 146 shares; 2024Q2: 148 shares; 2024Q3: 151 shares; 2024Q4: 153 shares 153 $7.13K <0.01% +2 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 398 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 400 shares 400 $7.12K <0.01% +200 Timeline ACWI 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: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: 60 shares 60 $7.05K <0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 139 shares; 2024Q3: not reported; 2024Q4: 302 shares 302 $7.03K <0.01% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 184 shares; 2024Q1: 102 shares; 2024Q2: 102 shares; 2024Q3: 90 shares; 2024Q4: 90 shares 90 $7K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 205 shares; 2023Q3: 217 shares; 2023Q4: 247 shares; 2024Q1: 212 shares; 2024Q2: 78 shares; 2024Q3: 53 shares; 2024Q4: 53 shares 53 $6.96K <0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 160 shares; 2023Q3: 160 shares; 2023Q4: 160 shares; 2024Q1: 160 shares; 2024Q2: 160 shares; 2024Q3: 160 shares; 2024Q4: 216 shares 216 $6.94K <0.01% +56 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 123 shares; 2023Q3: 123 shares; 2023Q4: 123 shares; 2024Q1: 123 shares; 2024Q2: 123 shares; 2024Q3: 123 shares; 2024Q4: 123 shares 123 $6.93K <0.01% 0 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 630 shares; 2023Q3: 630 shares; 2023Q4: 630 shares; 2024Q1: 630 shares; 2024Q2: 630 shares; 2024Q3: 630 shares; 2024Q4: 635 shares 635 $6.89K <0.01% +5 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 221 shares; 2024Q1: 288 shares; 2024Q2: 288 shares; 2024Q3: 307 shares; 2024Q4: 174 shares 174 $6.88K <0.01% -133 Timeline IXC 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: 178 shares; 2024Q2: 178 shares; 2024Q3: 178 shares; 2024Q4: 178 shares 178 $6.8K <0.01% 0 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 380 shares; 2024Q4: 380 shares 380 $6.66K <0.01% 0 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $6.62K <0.01% 0 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 66 shares; 2023Q4: 66 shares; 2024Q1: 66 shares; 2024Q2: 66 shares; 2024Q3: 66 shares; 2024Q4: 66 shares 66 $6.5K <0.01% 0 Timeline IBUY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $6.46K <0.01% 0 Timeline DRVN DRIVEN BRANDS HLDGS INC More: the full row for DRIVEN BRANDS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 400 shares; 2024Q2: 600 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $6.46K <0.01% 0 Timeline EEMA 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: 75 shares; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 85 shares; 2024Q2: 85 shares; 2024Q3: 85 shares; 2024Q4: 90 shares 90 $6.45K <0.01% +5 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 6,761 shares; 2023Q3: 7,251 shares; 2023Q4: 6,251 shares; 2024Q1: 6,251 shares; 2024Q2: 6,251 shares; 2024Q3: 6,251 shares; 2024Q4: 750 shares 750 $6.44K <0.01% -5,501 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 2,028 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 312 shares; 2024Q2: 312 shares; 2024Q3: 312 shares; 2024Q4: 312 shares 312 $6.39K <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: not reported; 2024Q2: 10 shares; 2024Q3: not reported; 2024Q4: 12 shares 12 $6.39K <0.01% new Timeline NRGV ENERGY VAULT HOLDINGS INC More: the full row for ENERGY VAULT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,400 shares; 2024Q1: 1,400 shares; 2024Q2: 2,800 shares; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares 2,800 $6.38K <0.01% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 201 shares; 2024Q4: 201 shares 201 $6.37K <0.01% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 517 shares; 2023Q3: 517 shares; 2023Q4: 517 shares; 2024Q1: 517 shares; 2024Q2: 517 shares; 2024Q3: 517 shares; 2024Q4: 517 shares 517 $6.33K <0.01% 0 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $6.31K <0.01% 0 Timeline EZU 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 133 shares; 2024Q3: 133 shares; 2024Q4: 133 shares 133 $6.28K <0.01% 0 Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 427 shares; 2024Q3: 437 shares; 2024Q4: 447 shares 447 $6.26K <0.01% +10 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 18 shares; 2023Q3: 69 shares; 2023Q4: 71 shares; 2024Q1: 71 shares; 2024Q2: 69 shares; 2024Q3: 69 shares; 2024Q4: 69 shares 69 $6.23K <0.01% 0 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 150 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 862 shares; 2024Q2: 1,385 shares; 2024Q3: 1,385 shares; 2024Q4: 1,385 shares 1,385 $6.16K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE 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: 41 shares 41 $6.13K <0.01% new Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,125 shares; 2023Q3: 1,125 shares; 2023Q4: 1,125 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares 600 $6.06K <0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 322 shares; 2023Q3: 322 shares; 2023Q4: 207 shares; 2024Q1: 167 shares; 2024Q2: 376 shares; 2024Q3: 120 shares; 2024Q4: 72 shares 72 $6.04K <0.01% -48 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 773 shares; 2023Q3: 718 shares; 2023Q4: 164 shares; 2024Q1: 164 shares; 2024Q2: 164 shares; 2024Q3: 164 shares; 2024Q4: 164 shares 164 $5.96K <0.01% 0 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 360 shares; 2023Q3: 360 shares; 2023Q4: 192 shares; 2024Q1: 192 shares; 2024Q2: 193 shares; 2024Q3: 193 shares; 2024Q4: 190 shares 190 $5.96K <0.01% -3 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 3,675 shares; 2023Q3: 3,500 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $5.95K <0.01% 0 Timeline FiscalNote Holdings Inc FiscalNote Holdings Inc More: the full row for FiscalNote Holdings Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,549 shares; 2024Q3: 5,549 shares; 2024Q4: 5,549 shares 5,549 $5.94K <0.01% 0 NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 175 shares; 2024Q1: 177 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares 175 $5.94K <0.01% 0 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares 800 $5.92K <0.01% 0 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS 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: 95 shares; 2024Q3: not reported; 2024Q4: 208 shares 208 $5.83K <0.01% new RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 347 shares; 2023Q3: 128 shares; 2023Q4: 128 shares; 2024Q1: 128 shares; 2024Q2: 128 shares; 2024Q3: 128 shares; 2024Q4: 128 shares 128 $5.81K <0.01% 0 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 709 shares; 2023Q3: 709 shares; 2023Q4: 709 shares; 2024Q1: 167 shares; 2024Q2: 170 shares; 2024Q3: 170 shares; 2024Q4: 170 shares 170 $5.8K <0.01% 0 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A 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: 27 shares 27 $5.79K <0.01% new Timeline IEI 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: 857 shares; 2023Q3: 1,229 shares; 2023Q4: 1,339 shares; 2024Q1: 4,689 shares; 2024Q2: 5,692 shares; 2024Q3: 69 shares; 2024Q4: 49 shares 49 $5.66K <0.01% -20 Timeline TLT 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: 817 shares; 2023Q3: 1,083 shares; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: 64 shares; 2024Q3: 64 shares; 2024Q4: 64 shares 64 $5.59K <0.01% 0 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 175 shares; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares 175 $5.53K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 320 shares; 2023Q3: 320 shares; 2023Q4: 320 shares; 2024Q1: 320 shares; 2024Q2: 320 shares; 2024Q3: 220 shares; 2024Q4: 220 shares 220 $5.48K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 132 shares; 2024Q3: 132 shares; 2024Q4: 132 shares 132 $5.45K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,305 shares; 2023Q3: 1,505 shares; 2023Q4: 305 shares; 2024Q1: 305 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $5.44K <0.01% 0 Timeline BLCO BAUSCH PLUS LOMB CORP More: the full row for BAUSCH PLUS LOMB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $5.42K <0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 300 shares 300 $5.38K <0.01% new Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 120 shares; 2024Q3: 120 shares; 2024Q4: 120 shares 120 $5.34K <0.01% 0 Timeline POWR 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 230 shares; 2024Q4: 230 shares 230 $5.25K <0.01% 0 Timeline FLJH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 160 shares; 2024Q4: 164 shares 164 $5.15K <0.01% +4 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,271 shares; 2023Q3: 121 shares; 2023Q4: 121 shares; 2024Q1: 259 shares; 2024Q2: 121 shares; 2024Q3: 121 shares; 2024Q4: 121 shares 121 $4.92K <0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 172 shares; 2023Q3: 172 shares; 2023Q4: 272 shares; 2024Q1: 272 shares; 2024Q2: 282 shares; 2024Q3: 282 shares; 2024Q4: 282 shares 282 $4.91K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 57 shares 57 $4.91K <0.01% new Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 150 shares; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 354 shares; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares 350 $4.84K <0.01% 0 Timeline SCYX SCYNEXIS INC More: the full row for SCYNEXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,000 shares; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares 4,000 $4.84K <0.01% 0 Timeline NORDSTROM INC NORDSTROM INC More: the full row for NORDSTROM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 1,200 shares; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $4.83K <0.01% 0 SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS 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: 230 shares 230 $4.74K <0.01% new Timeline LUCID GROUP INC LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 1,050 shares; 2024Q4: 1,550 shares 1,550 $4.68K <0.01% +500 BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 181 shares; 2023Q3: 112 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 86 shares; 2024Q3: not reported; 2024Q4: 52 shares 52 $4.67K <0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 272 shares; 2023Q3: 272 shares; 2023Q4: 272 shares; 2024Q1: 272 shares; 2024Q2: 272 shares; 2024Q3: 272 shares; 2024Q4: 272 shares 272 $4.66K <0.01% 0 Timeline GDRX GOODRX HLDGS INC More: the full row for GOODRX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,100 shares; 2023Q4: 1,200 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $4.65K <0.01% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 547 shares; 2023Q3: 547 shares; 2023Q4: 547 shares; 2024Q1: 17 shares; 2024Q2: 1,480 shares; 2024Q3: 136 shares; 2024Q4: 136 shares 136 $4.64K <0.01% 0 Timeline OUSM ALPS ETF TR More: the full row for ALPS 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: not reported; 2024Q3: not reported; 2024Q4: 106 shares 106 $4.63K <0.01% new Timeline DIEM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 173 shares; 2024Q4: 174 shares 174 $4.62K <0.01% +1 Timeline NLOP NET LEASE OFFICE PROPERTIES More: the full row for NET LEASE OFFICE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 144 shares; 2024Q1: 125 shares; 2024Q2: 147 shares; 2024Q3: 147 shares; 2024Q4: 147 shares 147 $4.59K <0.01% 0 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 65 shares; 2024Q2: 91 shares; 2024Q3: 65 shares; 2024Q4: 65 shares 65 $4.5K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 137 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 62 shares 62 $4.49K <0.01% new Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 86 shares; 2024Q3: 86 shares; 2024Q4: 86 shares 86 $4.46K <0.01% 0 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 203 shares; 2023Q3: 203 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13 shares 13 $4.38K <0.01% new GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 82 shares; 2023Q3: 82 shares; 2023Q4: 82 shares; 2024Q1: 546 shares; 2024Q2: 82 shares; 2024Q3: 82 shares; 2024Q4: 82 shares 82 $4.26K <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7 shares 7 $4.2K <0.01% new Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 504 shares; 2023Q3: 504 shares; 2023Q4: 504 shares; 2024Q1: 504 shares; 2024Q2: 504 shares; 2024Q3: 504 shares; 2024Q4: 504 shares 504 $4.08K <0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 56 shares 56 $4.06K <0.01% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 130 shares; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 390 shares; 2024Q2: 90 shares; 2024Q3: 90 shares; 2024Q4: 90 shares 90 $4.03K <0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 132 shares; 2023Q3: 132 shares; 2023Q4: 132 shares; 2024Q1: 132 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 23 shares 23 $3.95K <0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: 344 shares; 2024Q1: 61 shares; 2024Q2: 3,630 shares; 2024Q3: 3,630 shares; 2024Q4: 61 shares 61 $3.87K <0.01% -3,569 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 212 shares; 2023Q4: 214 shares; 2024Q1: 215 shares; 2024Q2: 216 shares; 2024Q3: 218 shares; 2024Q4: 220 shares 220 $3.8K <0.01% +2 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares 50 $3.79K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 802 shares; 2023Q3: 802 shares; 2023Q4: 802 shares; 2024Q1: 802 shares; 2024Q2: 772 shares; 2024Q3: 772 shares; 2024Q4: 36 shares 36 $3.75K <0.01% -736 Timeline ARKQ 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: 45 shares; 2023Q3: 45 shares; 2023Q4: 45 shares; 2024Q1: 48 shares; 2024Q2: 48 shares; 2024Q3: 48 shares; 2024Q4: 48 shares 48 $3.74K <0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 115 shares; 2023Q3: 115 shares; 2023Q4: 171 shares; 2024Q1: 171 shares; 2024Q2: 171 shares; 2024Q3: 176 shares; 2024Q4: 176 shares 176 $3.71K <0.01% 0 Timeline