AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,514,013 shares; 2023Q1: 1,458,502 shares; 2023Q2: 1,425,157 shares; 2023Q3: 1,383,028 shares; 2023Q4: 1,369,133 shares; 2024Q1: 1,418,493 shares 1,418,493 $243M 7.03% +49,360 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 469,999 shares; 2023Q1: 464,083 shares; 2023Q2: 453,549 shares; 2023Q3: 441,343 shares; 2023Q4: 441,814 shares; 2024Q1: 465,869 shares 465,869 $196M 5.66% +24,055 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 190,553 shares; 2023Q1: 186,286 shares; 2023Q2: 177,556 shares; 2023Q3: 169,496 shares; 2023Q4: 167,319 shares; 2024Q1: 170,980 shares 170,980 $154M 4.46% +3,661 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 139,751 shares; 2023Q1: 135,100 shares; 2023Q2: 123,487 shares; 2023Q3: 114,545 shares; 2023Q4: 110,909 shares; 2024Q1: 106,839 shares 106,839 $142M 4.09% -4,070 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 841,062 shares; 2023Q1: 832,030 shares; 2023Q2: 823,560 shares; 2023Q3: 812,645 shares; 2023Q4: 815,205 shares; 2024Q1: 866,626 shares 866,626 $132M 3.81% +51,421 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 559,681 shares; 2023Q1: 580,166 shares; 2023Q2: 581,595 shares; 2023Q3: 573,031 shares; 2023Q4: 582,507 shares; 2024Q1: 636,875 shares 636,875 $115M 3.32% +54,368 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 423,829 shares; 2023Q1: 411,630 shares; 2023Q2: 405,604 shares; 2023Q3: 389,489 shares; 2023Q4: 386,427 shares; 2024Q1: 442,480 shares 442,480 $88.6M 2.56% +56,053 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 465,048 shares; 2023Q1: 452,018 shares; 2023Q2: 445,577 shares; 2023Q3: 435,483 shares; 2023Q4: 432,649 shares; 2024Q1: 1,419,403 shares 1,419,403 $85.4M 2.47% +986,754 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 515,010 shares; 2023Q1: 498,265 shares; 2023Q2: 495,681 shares; 2023Q3: 475,463 shares; 2023Q4: 478,205 shares; 2024Q1: 520,943 shares 520,943 $78.6M 2.27% +42,738 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 640,731 shares; 2023Q1: 602,056 shares; 2023Q2: 587,805 shares; 2023Q3: 576,669 shares; 2023Q4: 582,990 shares; 2024Q1: 591,160 shares 591,160 $78M 2.25% +8,170 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 178,125 shares; 2023Q1: 172,626 shares; 2023Q2: 168,541 shares; 2023Q3: 159,682 shares; 2023Q4: 161,665 shares; 2024Q1: 156,551 shares 156,551 $76M 2.2% -5,114 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 121,121 shares; 2023Q1: 120,706 shares; 2023Q2: 117,163 shares; 2023Q3: 115,950 shares; 2023Q4: 120,451 shares; 2024Q1: 124,513 shares 124,513 $65.5M 1.89% +4,062 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 140,606 shares; 2023Q1: 129,923 shares; 2023Q2: 128,643 shares; 2023Q3: 126,320 shares; 2023Q4: 129,215 shares; 2024Q1: 108,941 shares 108,941 $63.3M 1.83% -20,274 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 584,606 shares; 2023Q1: 525,060 shares; 2023Q2: 518,074 shares; 2023Q3: 505,824 shares; 2023Q4: 499,380 shares; 2024Q1: 541,637 shares 541,637 $61.6M 1.78% +42,257 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 194,288 shares; 2023Q1: 192,309 shares; 2023Q2: 192,599 shares; 2023Q3: 190,109 shares; 2023Q4: 192,791 shares; 2024Q1: 213,263 shares 213,263 $59.5M 1.72% +20,472 Timeline 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,118,054 shares; 2023Q1: 1,095,321 shares; 2023Q2: 875,245 shares; 2023Q3: 813,765 shares; 2023Q4: 794,649 shares; 2024Q1: 849,816 shares 849,816 $58.2M 1.68% +55,167 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 276,110 shares; 2023Q1: 277,986 shares; 2023Q2: 290,978 shares; 2023Q3: 292,562 shares; 2023Q4: 293,576 shares; 2024Q1: 314,901 shares 314,901 $56.8M 1.64% +21,325 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,523,095 shares; 2023Q1: 1,488,165 shares; 2023Q2: 1,470,807 shares; 2023Q3: 1,413,864 shares; 2023Q4: 1,401,362 shares; 2024Q1: 1,492,956 shares 1,492,956 $56.6M 1.64% +91,594 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 322,765 shares; 2023Q1: 317,539 shares; 2023Q2: 322,288 shares; 2023Q3: 315,177 shares; 2023Q4: 311,572 shares; 2024Q1: 348,078 shares 348,078 $55.1M 1.59% +36,506 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 125,041 shares; 2023Q1: 117,542 shares; 2023Q2: 115,954 shares; 2023Q3: 113,301 shares; 2023Q4: 112,640 shares; 2024Q1: 122,461 shares 122,461 $47M 1.36% +9,821 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 438,593 shares; 2023Q1: 428,191 shares; 2023Q2: 425,113 shares; 2023Q3: 420,147 shares; 2023Q4: 418,692 shares; 2024Q1: 480,471 shares 480,471 $46.9M 1.35% +61,779 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 109,035 shares; 2023Q1: 107,108 shares; 2023Q2: 104,008 shares; 2023Q3: 98,694 shares; 2023Q4: 98,377 shares; 2024Q1: 104,616 shares 104,616 $43.7M 1.26% +6,239 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 91,012 shares; 2023Q1: 83,752 shares; 2023Q2: 82,281 shares; 2023Q3: 91,077 shares; 2023Q4: 83,819 shares; 2024Q1: 83,521 shares 83,521 $43.7M 1.26% -298 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 100,633 shares; 2023Q1: 96,478 shares; 2023Q2: 95,177 shares; 2023Q3: 91,810 shares; 2023Q4: 93,418 shares; 2024Q1: 103,565 shares 103,565 $42.5M 1.23% +10,147 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 316,898 shares; 2023Q1: 297,635 shares; 2023Q2: 291,132 shares; 2023Q3: 277,750 shares; 2023Q4: 280,580 shares; 2024Q1: 319,539 shares 319,539 $41.3M 1.19% +38,959 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 95,589 shares; 2023Q1: 150,072 shares; 2023Q2: 163,121 shares; 2023Q3: 166,129 shares; 2023Q4: 173,611 shares; 2024Q1: 192,867 shares 192,867 $41.1M 1.19% +19,256 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 392,837 shares; 2023Q1: 395,750 shares; 2023Q2: 390,828 shares; 2023Q3: 379,213 shares; 2023Q4: 378,267 shares; 2024Q1: 426,957 shares 426,957 $38.4M 1.11% +48,690 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 122,728 shares; 2023Q1: 124,143 shares; 2023Q2: 120,093 shares; 2023Q3: 119,906 shares; 2023Q4: 120,959 shares; 2024Q1: 615,591 shares 615,591 $37.4M 1.08% +494,632 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 311,614 shares; 2023Q1: 307,761 shares; 2023Q2: 306,269 shares; 2023Q3: 299,268 shares; 2023Q4: 299,602 shares; 2024Q1: 320,355 shares 320,355 $36.1M 1.04% +20,753 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 137,300 shares; 2023Q1: 136,514 shares; 2023Q2: 136,879 shares; 2023Q3: 136,456 shares; 2023Q4: 134,707 shares; 2024Q1: 144,388 shares 144,388 $35.7M 1.03% +9,681 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 128,648 shares; 2023Q1: 131,690 shares; 2023Q2: 130,746 shares; 2023Q3: 131,819 shares; 2023Q4: 139,365 shares; 2024Q1: 144,098 shares 144,098 $32.9M 0.95% +4,733 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 45,974 shares; 2023Q1: 45,144 shares; 2023Q2: 44,837 shares; 2023Q3: 43,328 shares; 2023Q4: 43,407 shares; 2024Q1: 49,323 shares 49,323 $32.1M 0.93% +5,916 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 295,695 shares; 2023Q1: 293,372 shares; 2023Q2: 293,487 shares; 2023Q3: 285,620 shares; 2023Q4: 286,989 shares; 2024Q1: 315,228 shares 315,228 $31.3M 0.9% +28,239 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 283,067 shares; 2023Q1: 286,866 shares; 2023Q2: 281,721 shares; 2023Q3: 263,744 shares; 2023Q4: 238,774 shares; 2024Q1: 248,728 shares 248,728 $30.4M 0.88% +9,954 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 125,886 shares; 2023Q1: 125,821 shares; 2023Q2: 126,323 shares; 2023Q3: 124,110 shares; 2023Q4: 124,719 shares; 2024Q1: 139,594 shares 139,594 $28.8M 0.83% +14,875 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 17,809 shares; 2023Q3: 24,367 shares; 2023Q4: 25,705 shares; 2024Q1: 28,163 shares 28,163 $27.3M 0.79% +2,458 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 239,694 shares; 2023Q1: 235,925 shares; 2023Q2: 108,144 shares; 2023Q3: 89,678 shares; 2023Q4: 85,019 shares; 2024Q1: 89,869 shares 89,869 $27.1M 0.78% +4,850 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 158,402 shares; 2023Q3: 217,254 shares; 2023Q4: 263,118 shares; 2024Q1: 289,836 shares 289,836 $25.3M 0.73% +26,718 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 39,927 shares; 2023Q1: 45,680 shares; 2023Q2: 49,562 shares; 2023Q3: 50,351 shares; 2023Q4: 51,929 shares; 2024Q1: 52,471 shares 52,471 $25.2M 0.73% +542 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 19,428 shares; 2023Q1: 19,358 shares; 2023Q2: 19,358 shares; 2023Q3: 37,816 shares; 2023Q4: 98,648 shares; 2024Q1: 195,717 shares 195,717 $25.1M 0.73% +97,069 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,067 shares; 2023Q1: 14,769 shares; 2023Q2: 14,739 shares; 2023Q3: 14,812 shares; 2023Q4: 15,386 shares; 2024Q1: 119,390 shares 119,390 $24.5M 0.71% +104,004 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 7,226 shares; 2023Q2: 6,258 shares; 2023Q3: 172,128 shares; 2023Q4: 215,317 shares; 2024Q1: 243,683 shares 243,683 $22.2M 0.64% +28,366 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 195,828 shares; 2023Q1: 196,453 shares; 2023Q2: 226,387 shares; 2023Q3: 233,637 shares; 2023Q4: 237,781 shares; 2024Q1: 265,304 shares 265,304 $22M 0.64% +27,523 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,700 shares; 2023Q1: 8,700 shares; 2023Q2: 8,700 shares; 2023Q3: 9,096 shares; 2023Q4: 56,959 shares; 2024Q1: 93,844 shares 93,844 $21.7M 0.63% +36,885 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 90,539 shares; 2023Q1: 95,063 shares; 2023Q2: 108,356 shares; 2023Q3: 106,812 shares; 2023Q4: 108,076 shares; 2024Q1: 129,121 shares 129,121 $21.3M 0.62% +21,045 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 50,675 shares; 2023Q1: 50,390 shares; 2023Q2: 50,310 shares; 2023Q3: 49,441 shares; 2023Q4: 50,066 shares; 2024Q1: 50,279 shares 50,279 $21.1M 0.61% +213 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 170,539 shares; 2023Q1: 168,086 shares; 2023Q2: 165,740 shares; 2023Q3: 159,911 shares; 2023Q4: 171,786 shares; 2024Q1: 163,333 shares 163,333 $20.5M 0.59% -8,453 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 290,486 shares; 2023Q1: 293,833 shares; 2023Q2: 303,382 shares; 2023Q3: 305,459 shares; 2023Q4: 305,398 shares; 2024Q1: 341,803 shares 341,803 $20M 0.58% +36,405 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 36,899 shares; 2023Q1: 36,419 shares; 2023Q2: 36,111 shares; 2023Q3: 35,791 shares; 2023Q4: 35,580 shares; 2024Q1: 35,734 shares 35,734 $19.9M 0.57% +154 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 204,949 shares; 2023Q1: 204,105 shares; 2023Q2: 204,011 shares; 2023Q3: 198,133 shares; 2023Q4: 199,090 shares; 2024Q1: 207,245 shares 207,245 $19.5M 0.56% +8,155 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 207,627 shares; 2023Q1: 196,381 shares; 2023Q2: 192,474 shares; 2023Q3: 189,009 shares; 2023Q4: 171,542 shares; 2024Q1: 108,717 shares 108,717 $19M 0.55% -62,825 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 126,809 shares; 2023Q1: 127,112 shares; 2023Q2: 127,523 shares; 2023Q3: 123,155 shares; 2023Q4: 121,945 shares; 2024Q1: 125,941 shares 125,941 $18.7M 0.54% +3,996 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 56,220 shares; 2023Q1: 58,609 shares; 2023Q2: 62,215 shares; 2023Q3: 62,206 shares; 2023Q4: 64,928 shares; 2024Q1: 73,192 shares 73,192 $18.3M 0.53% +8,264 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 77,105 shares; 2023Q1: 78,273 shares; 2023Q2: 86,075 shares; 2023Q3: 79,951 shares; 2023Q4: 76,601 shares; 2024Q1: 83,743 shares 83,743 $18M 0.52% +7,142 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 77,173 shares; 2023Q1: 62,203 shares; 2023Q2: 61,586 shares; 2023Q3: 60,864 shares; 2023Q4: 60,728 shares; 2024Q1: 66,756 shares 66,756 $17.9M 0.52% +6,028 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 79,526 shares; 2023Q1: 81,321 shares; 2023Q2: 87,630 shares; 2023Q3: 89,853 shares; 2023Q4: 92,677 shares; 2024Q1: 99,852 shares 99,852 $16.9M 0.49% +7,175 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 202,611 shares; 2023Q1: 180,239 shares; 2023Q2: 182,258 shares; 2023Q3: 191,140 shares; 2023Q4: 186,496 shares; 2024Q1: 218,390 shares 218,390 $16.7M 0.48% +31,894 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 350,255 shares; 2023Q1: 342,428 shares; 2023Q2: 352,399 shares; 2023Q3: 335,574 shares; 2023Q4: 327,660 shares; 2024Q1: 366,583 shares 366,583 $16.6M 0.48% +38,923 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 142,511 shares; 2023Q1: 147,303 shares; 2023Q2: 149,097 shares; 2023Q3: 151,914 shares; 2023Q4: 145,033 shares; 2024Q1: 148,733 shares 148,733 $16.4M 0.47% +3,700 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,590 shares; 2023Q1: 16,494 shares; 2023Q2: 16,448 shares; 2023Q3: 16,305 shares; 2023Q4: 16,195 shares; 2024Q1: 16,132 shares 16,132 $16.4M 0.47% -63 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 148,013 shares; 2023Q1: 127,335 shares; 2023Q2: 125,098 shares; 2023Q3: 120,146 shares; 2023Q4: 119,730 shares; 2024Q1: 137,394 shares 137,394 $16M 0.46% +17,664 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 72,113 shares; 2023Q1: 48,944 shares; 2023Q2: 47,286 shares; 2023Q3: 46,801 shares; 2023Q4: 47,327 shares; 2024Q1: 63,113 shares 63,113 $15.8M 0.46% +15,786 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 40,045 shares; 2023Q1: 39,310 shares; 2023Q2: 39,140 shares; 2023Q3: 38,939 shares; 2023Q4: 38,749 shares; 2024Q1: 40,582 shares 40,582 $14.9M 0.43% +1,833 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 53,393 shares 53,393 $13.9M 0.4% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 103,408 shares; 2023Q1: 63,042 shares; 2023Q2: 62,600 shares; 2023Q3: 61,884 shares; 2023Q4: 60,925 shares; 2024Q1: 84,962 shares 84,962 $13.8M 0.4% +24,037 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 26,917 shares; 2023Q1: 26,170 shares; 2023Q2: 25,209 shares; 2023Q3: 24,568 shares; 2023Q4: 24,502 shares; 2024Q1: 23,489 shares 23,489 $13.2M 0.38% -1,013 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 53,621 shares; 2023Q1: 52,132 shares; 2023Q2: 52,080 shares; 2023Q3: 51,150 shares; 2023Q4: 51,236 shares; 2024Q1: 52,540 shares 52,540 $13.1M 0.38% +1,304 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 39,270 shares; 2023Q1: 37,897 shares; 2023Q2: 37,435 shares; 2023Q3: 36,959 shares; 2023Q4: 37,877 shares; 2024Q1: 45,087 shares 45,087 $12.7M 0.37% +7,210 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 75,068 shares; 2023Q1: 74,838 shares; 2023Q2: 74,838 shares; 2023Q3: 74,838 shares; 2023Q4: 74,798 shares; 2024Q1: 73,958 shares 73,958 $11.8M 0.34% -840 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 119,559 shares; 2023Q1: 116,192 shares; 2023Q2: 115,434 shares; 2023Q3: 112,693 shares; 2023Q4: 116,850 shares; 2024Q1: 111,394 shares 111,394 $11.3M 0.33% -5,456 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 33,358 shares; 2023Q1: 32,675 shares; 2023Q2: 32,547 shares; 2023Q3: 32,410 shares; 2023Q4: 32,134 shares; 2024Q1: 32,115 shares 32,115 $11.1M 0.32% -19 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 50,883 shares; 2023Q2: 58,640 shares; 2023Q3: 61,890 shares; 2023Q4: 63,850 shares; 2024Q1: 74,351 shares 74,351 $10.9M 0.32% +10,501 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 87,149 shares; 2023Q1: 48,334 shares; 2023Q2: 45,347 shares; 2023Q3: 43,935 shares; 2023Q4: 44,118 shares; 2024Q1: 59,386 shares 59,386 $10.8M 0.31% +15,268 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 154,895 shares; 2023Q1: 134,812 shares; 2023Q2: 134,047 shares; 2023Q3: 132,835 shares; 2023Q4: 131,414 shares; 2024Q1: 138,270 shares 138,270 $9.68M 0.28% +6,856 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,986 shares; 2023Q1: 4,986 shares; 2023Q2: 4,986 shares; 2023Q3: 4,986 shares; 2023Q4: 5,290 shares; 2024Q1: 24,872 shares 24,872 $8.9M 0.26% +19,582 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 96,074 shares; 2023Q1: 95,147 shares; 2023Q2: 94,173 shares; 2023Q3: 92,606 shares; 2023Q4: 92,598 shares; 2024Q1: 92,094 shares 92,094 $8.8M 0.25% -504 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 147,655 shares; 2023Q1: 121,798 shares; 2023Q2: 121,498 shares; 2023Q3: 120,718 shares; 2023Q4: 118,115 shares; 2024Q1: 139,816 shares 139,816 $8.55M 0.25% +21,701 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 134,179 shares; 2023Q1: 130,487 shares; 2023Q2: 128,914 shares; 2023Q3: 125,647 shares; 2023Q4: 118,250 shares; 2024Q1: 55,808 shares 55,808 $8.3M 0.24% -62,442 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 69,820 shares; 2023Q1: 68,683 shares; 2023Q2: 65,050 shares; 2023Q3: 31,781 shares; 2023Q4: 48,203 shares; 2024Q1: 50,112 shares 50,112 $7.72M 0.22% +1,909 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 26,116 shares; 2023Q1: 25,486 shares; 2023Q2: 25,471 shares; 2023Q3: 25,310 shares; 2023Q4: 25,235 shares; 2024Q1: 26,824 shares 26,824 $7.63M 0.22% +1,589 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 34,337 shares; 2023Q1: 33,587 shares; 2023Q2: 33,252 shares; 2023Q3: 33,128 shares; 2023Q4: 34,297 shares; 2024Q1: 32,888 shares 32,888 $7.49M 0.22% -1,409 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 84,297 shares; 2023Q1: 81,352 shares; 2023Q2: 80,035 shares; 2023Q3: 80,035 shares; 2023Q4: 79,295 shares; 2024Q1: 124,123 shares 124,123 $6.63M 0.19% +44,828 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 128,057 shares; 2023Q1: 128,213 shares; 2023Q2: 126,935 shares; 2023Q3: 126,236 shares; 2023Q4: 125,833 shares; 2024Q1: 123,454 shares 123,454 $6.19M 0.18% -2,379 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 57,809 shares; 2023Q1: 53,530 shares; 2023Q2: 51,419 shares; 2023Q3: 47,206 shares; 2023Q4: 46,667 shares; 2024Q1: 51,489 shares 51,489 $5.84M 0.17% +4,822 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 35,573 shares; 2023Q1: 29,848 shares; 2023Q2: 29,451 shares; 2023Q3: 28,346 shares; 2023Q4: 28,337 shares; 2024Q1: 29,483 shares 29,483 $5.63M 0.16% +1,146 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,648 shares; 2023Q1: 7,503 shares; 2023Q2: 7,499 shares; 2023Q3: 7,568 shares; 2023Q4: 7,177 shares; 2024Q1: 7,258 shares 7,258 $5.32M 0.15% +81 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 42,270 shares; 2023Q1: 23,448 shares; 2023Q2: 22,116 shares; 2023Q3: 22,002 shares; 2023Q4: 23,805 shares; 2024Q1: 28,499 shares 28,499 $5M 0.14% +4,694 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 64,278 shares; 2023Q1: 46,796 shares; 2023Q2: 45,864 shares; 2023Q3: 44,691 shares; 2023Q4: 42,132 shares; 2024Q1: 45,581 shares 45,581 $4.83M 0.14% +3,449 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,818 shares; 2023Q1: 8,818 shares; 2023Q2: 8,822 shares; 2023Q3: 8,622 shares; 2023Q4: 8,572 shares; 2024Q1: 8,572 shares 8,572 $4.63M 0.13% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 69,105 shares; 2023Q1: 68,080 shares; 2023Q2: 64,333 shares; 2023Q3: 62,328 shares; 2023Q4: 59,860 shares; 2024Q1: 56,813 shares 56,813 $4.53M 0.13% -3,047 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 9,327 shares; 2023Q2: 9,327 shares; 2023Q3: 9,327 shares; 2023Q4: 9,125 shares; 2024Q1: 9,430 shares 9,430 $4.38M 0.13% +305 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 26,640 shares; 2023Q1: 25,745 shares; 2023Q2: 25,295 shares; 2023Q3: 26,171 shares; 2023Q4: 25,788 shares; 2024Q1: 25,179 shares 25,179 $3.97M 0.11% -609 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,697 shares; 2023Q1: 16,493 shares; 2023Q2: 16,288 shares; 2023Q3: 16,101 shares; 2023Q4: 16,050 shares; 2024Q1: 16,138 shares 16,138 $3.97M 0.11% +88 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 150,240 shares; 2023Q1: 147,240 shares; 2023Q2: 105,240 shares; 2023Q3: 105,240 shares; 2023Q4: 90,750 shares; 2024Q1: 90,730 shares 90,730 $3.82M 0.11% -20 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 107,706 shares; 2023Q1: 90,319 shares; 2023Q2: 87,609 shares; 2023Q3: 83,124 shares; 2023Q4: 81,817 shares; 2024Q1: 84,044 shares 84,044 $3.71M 0.11% +2,227 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 423,544 shares; 2023Q1: 393,211 shares; 2023Q2: 362,063 shares; 2023Q3: 345,620 shares; 2023Q4: 136,898 shares; 2024Q1: 69,774 shares 69,774 $3.68M 0.11% -67,124 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 79,385 shares; 2023Q1: 79,385 shares; 2023Q2: 79,385 shares; 2023Q3: 75,385 shares; 2023Q4: 71,385 shares; 2024Q1: 69,500 shares 69,500 $3.62M 0.1% -1,885 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,050 shares; 2023Q1: 15,050 shares; 2023Q2: 15,030 shares; 2023Q3: 14,404 shares; 2023Q4: 14,409 shares; 2024Q1: 14,541 shares 14,541 $3.52M 0.1% +132 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 21,002 shares; 2023Q1: 20,872 shares; 2023Q2: 20,592 shares; 2023Q3: 19,877 shares; 2023Q4: 19,877 shares; 2024Q1: 20,609 shares 20,609 $3.38M 0.1% +732 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5 shares; 2023Q1: 5 shares; 2023Q2: 5 shares; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares 5 $3.17M 0.09% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 34,844 shares; 2023Q1: 35,835 shares; 2023Q2: 34,141 shares; 2023Q3: 31,473 shares; 2023Q4: 28,847 shares; 2024Q1: 29,200 shares 29,200 $3.06M 0.09% +353 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 44,633 shares; 2023Q1: 44,001 shares; 2023Q2: 43,406 shares; 2023Q3: 43,392 shares; 2023Q4: 41,710 shares; 2024Q1: 41,260 shares 41,260 $3.02M 0.09% -450 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,972 shares; 2023Q1: 23,955 shares; 2023Q2: 23,955 shares; 2023Q3: 23,955 shares; 2023Q4: 23,955 shares; 2024Q1: 23,955 shares 23,955 $2.97M 0.09% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,051 shares; 2023Q1: 13,296 shares; 2023Q2: 13,137 shares; 2023Q3: 11,382 shares; 2023Q4: 11,423 shares; 2024Q1: 11,423 shares 11,423 $2.96M 0.09% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,262 shares; 2023Q1: 5,970 shares; 2023Q2: 5,970 shares; 2023Q3: 5,978 shares; 2023Q4: 5,544 shares; 2024Q1: 5,782 shares 5,782 $2.92M 0.08% +238 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 52,696 shares; 2023Q1: 50,621 shares; 2023Q2: 49,146 shares; 2023Q3: 48,488 shares; 2023Q4: 51,934 shares; 2024Q1: 47,406 shares 47,406 $2.76M 0.08% -4,528 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 522 shares; 2023Q1: 522 shares; 2023Q2: 521 shares; 2023Q3: 552 shares; 2023Q4: 652 shares; 2024Q1: 733 shares 733 $2.66M 0.08% +81 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20,304 shares; 2023Q1: 20,207 shares; 2023Q2: 18,343 shares; 2023Q3: 13,987 shares; 2023Q4: 14,101 shares; 2024Q1: 57,955 shares 57,955 $2.59M 0.07% +43,854 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,381 shares; 2023Q1: 5,847 shares; 2023Q2: 5,827 shares; 2023Q3: 5,951 shares; 2023Q4: 5,156 shares; 2024Q1: 15,815 shares 15,815 $2.56M 0.07% +10,659 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 26,380 shares; 2023Q1: 26,380 shares; 2023Q2: 26,380 shares; 2023Q3: 26,380 shares; 2023Q4: 26,380 shares; 2024Q1: 25,160 shares 25,160 $2.54M 0.07% -1,220 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 39,285 shares; 2023Q1: 28,319 shares; 2023Q2: 28,079 shares; 2023Q3: 27,049 shares; 2023Q4: 27,049 shares; 2024Q1: 29,555 shares 29,555 $2.4M 0.07% +2,506 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,850 shares; 2023Q1: 6,850 shares; 2023Q2: 6,490 shares; 2023Q3: 6,415 shares; 2023Q4: 6,365 shares; 2024Q1: 6,365 shares 6,365 $2.19M 0.06% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20,710 shares; 2023Q1: 20,680 shares; 2023Q2: 20,680 shares; 2023Q3: 22,180 shares; 2023Q4: 22,580 shares; 2024Q1: 23,430 shares 23,430 $2.18M 0.06% +850 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,003 shares; 2023Q1: 17,435 shares; 2023Q2: 17,405 shares; 2023Q3: 17,305 shares; 2023Q4: 16,550 shares; 2024Q1: 16,805 shares 16,805 $2.17M 0.06% +255 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,940 shares; 2023Q1: 12,710 shares; 2023Q2: 12,710 shares; 2023Q3: 12,870 shares; 2023Q4: 12,358 shares; 2024Q1: 12,173 shares 12,173 $2.14M 0.06% -185 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,528 shares; 2023Q1: 2,182 shares; 2023Q2: 2,352 shares; 2023Q3: 2,318 shares; 2023Q4: 2,318 shares; 2024Q1: 2,747 shares 2,747 $2.14M 0.06% +429 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 85,115 shares; 2023Q1: 55,964 shares; 2023Q2: 55,251 shares; 2023Q3: 51,018 shares; 2023Q4: 50,330 shares; 2024Q1: 48,796 shares 48,796 $2.12M 0.06% -1,534 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 24,154 shares; 2023Q1: 9,170 shares; 2023Q2: 9,186 shares; 2023Q3: 9,311 shares; 2023Q4: 9,327 shares; 2024Q1: 11,425 shares 11,425 $2.02M 0.06% +2,098 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 53,920 shares; 2023Q1: 54,370 shares; 2023Q2: 53,420 shares; 2023Q3: 52,520 shares; 2023Q4: 51,718 shares; 2024Q1: 52,668 shares 52,668 $1.95M 0.06% +950 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 37,008 shares; 2023Q1: 31,394 shares; 2023Q2: 32,244 shares; 2023Q3: 28,982 shares; 2023Q4: 25,953 shares; 2024Q1: 46,275 shares 46,275 $1.93M 0.06% +20,322 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,100 shares; 2023Q1: 17,100 shares; 2023Q2: 16,998 shares; 2023Q3: 16,835 shares; 2023Q4: 16,835 shares; 2024Q1: 16,900 shares 16,900 $1.93M 0.06% +65 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 42,413 shares; 2023Q1: 13,978 shares; 2023Q2: 13,154 shares; 2023Q3: 13,794 shares; 2023Q4: 15,776 shares; 2024Q1: 15,124 shares 15,124 $1.93M 0.06% -652 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 106,617 shares; 2023Q1: 95,928 shares; 2023Q2: 94,124 shares; 2023Q3: 85,579 shares; 2023Q4: 63,699 shares; 2024Q1: 69,320 shares 69,320 $1.92M 0.06% +5,621 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,518 shares; 2023Q1: 5,518 shares; 2023Q2: 5,518 shares; 2023Q3: 5,646 shares; 2023Q4: 5,566 shares; 2024Q1: 5,566 shares 5,566 $1.92M 0.06% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,244 shares; 2023Q1: 23,244 shares; 2023Q2: 23,244 shares; 2023Q3: 23,244 shares; 2023Q4: 23,244 shares; 2024Q1: 23,129 shares 23,129 $1.85M 0.05% -115 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 27,492 shares; 2023Q1: 27,432 shares; 2023Q2: 25,245 shares; 2023Q3: 21,020 shares; 2023Q4: 20,445 shares; 2024Q1: 20,740 shares 20,740 $1.84M 0.05% +295 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,570 shares; 2023Q1: 4,570 shares; 2023Q2: 4,570 shares; 2023Q3: 4,570 shares; 2023Q4: 4,570 shares; 2024Q1: 4,570 shares 4,570 $1.79M 0.05% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 27,639 shares; 2023Q1: 27,693 shares; 2023Q2: 27,616 shares; 2023Q3: 27,603 shares; 2023Q4: 27,516 shares; 2024Q1: 35,390 shares 35,390 $1.77M 0.05% +7,874 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,022 shares; 2023Q1: 18,002 shares; 2023Q2: 17,803 shares; 2023Q3: 18,206 shares; 2023Q4: 16,504 shares; 2024Q1: 26,614 shares 26,614 $1.7M 0.05% +10,110 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 50,882 shares; 2023Q1: 32,438 shares; 2023Q2: 32,044 shares; 2023Q3: 32,088 shares; 2023Q4: 31,983 shares; 2024Q1: 30,829 shares 30,829 $1.67M 0.05% -1,154 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,318 shares; 2023Q1: 7,292 shares; 2023Q2: 6,844 shares; 2023Q3: 6,858 shares; 2023Q4: 6,427 shares; 2024Q1: 6,414 shares 6,414 $1.63M 0.05% -13 Timeline ROOKLINE BANCORP INC DEL ROOKLINE BANCORP INC DEL More: the full row for ROOKLINE BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 153,416 shares; 2023Q1: 153,416 shares; 2023Q2: 153,416 shares; 2023Q3: 153,416 shares; 2023Q4: 153,416 shares; 2024Q1: 153,416 shares 153,416 $1.53M 0.04% 0 EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 21,902 shares; 2023Q1: 21,132 shares; 2023Q2: 20,672 shares; 2023Q3: 21,092 shares; 2023Q4: 20,592 shares; 2024Q1: 18,942 shares 18,942 $1.51M 0.04% -1,650 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,689 shares; 2023Q1: 11,378 shares; 2023Q2: 11,266 shares; 2023Q3: 11,266 shares; 2023Q4: 11,266 shares; 2024Q1: 11,378 shares 11,378 $1.49M 0.04% +112 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,475 shares; 2023Q1: 23,278 shares; 2023Q2: 23,143 shares; 2023Q3: 23,075 shares; 2023Q4: 22,852 shares; 2024Q1: 25,438 shares 25,438 $1.39M 0.04% +2,586 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,148 shares; 2023Q1: 4,148 shares; 2023Q2: 4,148 shares; 2023Q3: 3,903 shares; 2023Q4: 3,841 shares; 2024Q1: 5,307 shares 5,307 $1.35M 0.04% +1,466 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,913 shares; 2024Q1: 15,123 shares 15,123 $1.34M 0.04% -790 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,855 shares; 2023Q1: 5,855 shares; 2023Q2: 5,705 shares; 2023Q3: 5,665 shares; 2023Q4: 5,525 shares; 2024Q1: 5,655 shares 5,655 $1.33M 0.04% +130 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 14,653 shares; 2023Q4: 14,583 shares; 2024Q1: 17,852 shares 17,852 $1.32M 0.04% +3,269 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,158 shares; 2023Q1: 2,293 shares; 2023Q2: 2,293 shares; 2023Q3: 2,278 shares; 2023Q4: 2,778 shares; 2024Q1: 6,701 shares 6,701 $1.29M 0.04% +3,923 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 31,303 shares; 2023Q1: 31,303 shares; 2023Q2: 30,274 shares; 2023Q3: 28,754 shares; 2023Q4: 28,399 shares; 2024Q1: 31,385 shares 31,385 $1.29M 0.04% +2,986 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,110 shares; 2023Q1: 2,110 shares; 2023Q2: 2,110 shares; 2023Q3: 2,102 shares; 2023Q4: 2,102 shares; 2024Q1: 2,332 shares 2,332 $1.22M 0.04% +230 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10,080 shares; 2023Q3: 10,080 shares; 2023Q4: 10,080 shares; 2024Q1: 10,080 shares 10,080 $1.18M 0.03% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,230 shares; 2023Q1: 5,582 shares; 2023Q2: 5,230 shares; 2023Q3: 5,349 shares; 2023Q4: 6,517 shares; 2024Q1: 6,349 shares 6,349 $1.11M 0.03% -168 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,730 shares; 2023Q1: 2,769 shares; 2023Q2: 2,848 shares; 2023Q3: 3,579 shares; 2023Q4: 3,599 shares; 2024Q1: 4,267 shares 4,267 $1.11M 0.03% +668 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,367 shares; 2023Q1: 5,367 shares; 2023Q2: 5,367 shares; 2023Q3: 5,367 shares; 2023Q4: 5,367 shares; 2024Q1: 8,799 shares 8,799 $1.08M 0.03% +3,432 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 800 shares; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares 800 $1.07M 0.03% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,830 shares; 2023Q1: 9,630 shares; 2023Q2: 9,520 shares; 2023Q3: 9,520 shares; 2023Q4: 9,370 shares; 2024Q1: 10,360 shares 10,360 $1.06M 0.03% +990 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,226 shares; 2023Q1: 2,147 shares; 2023Q2: 2,067 shares; 2023Q3: 2,132 shares; 2023Q4: 2,828 shares; 2024Q1: 2,890 shares 2,890 $1.05M 0.03% +62 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 19,320 shares; 2023Q1: 19,320 shares; 2023Q2: 19,144 shares; 2023Q3: 17,144 shares; 2023Q4: 17,294 shares; 2024Q1: 17,294 shares 17,294 $1.04M 0.03% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,021 shares; 2023Q1: 4,021 shares; 2023Q2: 4,195 shares; 2023Q3: 4,185 shares; 2023Q4: 4,185 shares; 2024Q1: 4,965 shares 4,965 $1.04M 0.03% +780 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,460 shares; 2023Q1: 7,285 shares; 2023Q2: 7,135 shares; 2023Q3: 7,135 shares; 2023Q4: 7,335 shares; 2024Q1: 7,335 shares 7,335 $991K 0.03% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,277 shares; 2023Q1: 7,274 shares; 2023Q2: 6,040 shares; 2023Q3: 5,720 shares; 2023Q4: 5,380 shares; 2024Q1: 6,626 shares 6,626 $987K 0.03% +1,246 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,735 shares; 2023Q1: 1,735 shares; 2023Q2: 1,735 shares; 2023Q3: 1,757 shares; 2023Q4: 1,745 shares; 2024Q1: 2,155 shares 2,155 $980K 0.03% +410 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 30,643 shares; 2023Q1: 30,643 shares; 2023Q2: 30,643 shares; 2023Q3: 30,274 shares; 2023Q4: 30,274 shares; 2024Q1: 30,274 shares 30,274 $967K 0.03% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,199 shares; 2023Q1: 11,199 shares; 2023Q2: 11,199 shares; 2023Q3: 11,199 shares; 2023Q4: 11,199 shares; 2024Q1: 11,199 shares 11,199 $962K 0.03% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,266 shares; 2023Q1: 2,191 shares; 2023Q2: 2,191 shares; 2023Q3: 2,202 shares; 2023Q4: 2,289 shares; 2024Q1: 1,933 shares 1,933 $931K 0.03% -356 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,674 shares; 2023Q1: 11,274 shares; 2023Q2: 11,273 shares; 2023Q3: 10,971 shares; 2023Q4: 10,649 shares; 2024Q1: 10,540 shares 10,540 $907K 0.03% -109 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 33,018 shares; 2023Q1: 26,401 shares; 2023Q2: 25,885 shares; 2023Q3: 21,991 shares; 2023Q4: 20,865 shares; 2024Q1: 20,202 shares 20,202 $863K 0.02% -663 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,574 shares; 2023Q1: 7,574 shares; 2023Q2: 9,058 shares; 2023Q3: 9,359 shares; 2023Q4: 9,359 shares; 2024Q1: 10,091 shares 10,091 $849K 0.02% +732 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,085 shares; 2023Q1: 1,060 shares; 2023Q2: 1,060 shares; 2023Q3: 1,210 shares; 2023Q4: 1,214 shares; 2024Q1: 1,214 shares 1,214 $848K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,653 shares; 2023Q1: 15,935 shares; 2023Q2: 15,169 shares; 2023Q3: 14,076 shares; 2023Q4: 14,309 shares; 2024Q1: 14,309 shares 14,309 $829K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,962 shares; 2023Q1: 6,376 shares; 2023Q2: 6,314 shares; 2023Q3: 6,651 shares; 2023Q4: 6,292 shares; 2024Q1: 8,945 shares 8,945 $820K 0.02% +2,653 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,821 shares; 2023Q1: 12,821 shares; 2023Q2: 13,701 shares; 2023Q3: 13,701 shares; 2023Q4: 26,081 shares; 2024Q1: 25,215 shares 25,215 $813K 0.02% -866 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,557 shares; 2023Q1: 14,610 shares; 2023Q2: 14,610 shares; 2023Q3: 14,280 shares; 2023Q4: 15,280 shares; 2024Q1: 10,018 shares 10,018 $783K 0.02% -5,262 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,573 shares; 2023Q1: 4,573 shares; 2023Q2: 4,573 shares; 2023Q3: 5,809 shares; 2023Q4: 5,809 shares; 2024Q1: 13,059 shares 13,059 $752K 0.02% +7,250 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,108 shares; 2023Q1: 10,108 shares; 2023Q2: 9,948 shares; 2023Q3: 9,548 shares; 2023Q4: 9,653 shares; 2024Q1: 9,648 shares 9,648 $746K 0.02% -5 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,578 shares; 2023Q1: 1,452 shares; 2023Q2: 1,455 shares; 2023Q3: 1,430 shares; 2023Q4: 1,483 shares; 2024Q1: 1,661 shares 1,661 $738K 0.02% +178 Timeline ANIK ANIKA THERAPEUTICS INC More: the full row for ANIKA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 28,800 shares; 2023Q1: 28,800 shares; 2023Q2: 28,800 shares; 2023Q3: 28,800 shares; 2023Q4: 28,800 shares; 2024Q1: 28,800 shares 28,800 $732K 0.02% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,951 shares; 2023Q1: 6,626 shares; 2023Q2: 6,626 shares; 2023Q3: 6,626 shares; 2023Q4: 6,626 shares; 2024Q1: 6,626 shares 6,626 $730K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 19,780 shares; 2023Q1: 20,339 shares; 2023Q2: 20,239 shares; 2023Q3: 19,672 shares; 2023Q4: 20,432 shares; 2024Q1: 17,346 shares 17,346 $728K 0.02% -3,086 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,795 shares; 2023Q1: 17,795 shares; 2023Q2: 17,795 shares; 2023Q3: 17,795 shares; 2023Q4: 17,795 shares; 2024Q1: 17,795 shares 17,795 $728K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,050 shares 9,050 $698K 0.02% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,860 shares; 2023Q1: 4,205 shares; 2023Q2: 3,772 shares; 2023Q3: 3,772 shares; 2023Q4: 3,822 shares; 2024Q1: 3,822 shares 3,822 $698K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,280 shares; 2023Q1: 9,230 shares; 2023Q2: 9,021 shares; 2023Q3: 8,971 shares; 2023Q4: 8,971 shares; 2024Q1: 8,951 shares 8,951 $698K 0.02% -20 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 398,150 shares; 2023Q1: 380,023 shares; 2023Q2: 357,701 shares; 2023Q3: 62,782 shares; 2023Q4: 33,213 shares; 2024Q1: 26,664 shares 26,664 $676K 0.02% -6,549 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,847 shares; 2023Q1: 2,847 shares; 2023Q2: 2,847 shares; 2023Q3: 2,847 shares; 2023Q4: 2,971 shares; 2024Q1: 2,903 shares 2,903 $668K 0.02% -68 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,998 shares; 2023Q1: 4,998 shares; 2023Q2: 4,998 shares; 2023Q3: 4,998 shares; 2023Q4: 4,998 shares; 2024Q1: 4,998 shares 4,998 $665K 0.02% 0 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 675 shares; 2023Q1: 675 shares; 2023Q2: 675 shares; 2023Q3: 679 shares; 2023Q4: 676 shares; 2024Q1: 675 shares 675 $656K 0.02% -1 TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,739 shares; 2023Q1: 3,739 shares; 2023Q2: 3,739 shares; 2023Q3: 3,703 shares; 2023Q4: 3,615 shares; 2024Q1: 3,590 shares 3,590 $625K 0.02% -25 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,882 shares; 2023Q1: 6,007 shares; 2023Q2: 5,567 shares; 2023Q3: 5,567 shares; 2023Q4: 5,252 shares; 2024Q1: 4,975 shares 4,975 $613K 0.02% -277 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,175 shares; 2023Q1: 1,175 shares; 2023Q2: 1,175 shares; 2023Q3: 1,175 shares; 2023Q4: 1,175 shares; 2024Q1: 7,050 shares 7,050 $608K 0.02% +5,875 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,732 shares; 2023Q1: 6,732 shares; 2023Q2: 6,682 shares; 2023Q3: 7,211 shares; 2023Q4: 7,108 shares; 2024Q1: 6,432 shares 6,432 $606K 0.02% -676 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,278 shares; 2023Q1: 3,833 shares; 2023Q2: 3,683 shares; 2023Q3: 3,866 shares; 2023Q4: 3,804 shares; 2024Q1: 3,443 shares 3,443 $583K 0.02% -361 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,863 shares; 2023Q1: 8,863 shares; 2023Q2: 8,863 shares; 2023Q3: 8,903 shares; 2023Q4: 8,291 shares; 2024Q1: 8,313 shares 8,313 $582K 0.02% +22 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,064 shares; 2023Q1: 3,794 shares; 2023Q2: 3,794 shares; 2023Q3: 3,704 shares; 2023Q4: 3,704 shares; 2024Q1: 3,704 shares 3,704 $569K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 57,046 shares; 2023Q1: 53,758 shares; 2023Q2: 50,018 shares; 2023Q3: 42,190 shares; 2023Q4: 41,927 shares; 2024Q1: 32,284 shares 32,284 $568K 0.02% -9,643 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,328 shares; 2023Q1: 2,328 shares; 2023Q2: 2,328 shares; 2023Q3: 2,944 shares; 2023Q4: 3,963 shares; 2024Q1: 2,861 shares 2,861 $566K 0.02% -1,102 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,716 shares; 2023Q1: 7,741 shares; 2023Q2: 6,253 shares; 2023Q3: 4,048 shares; 2023Q4: 3,473 shares; 2024Q1: 2,968 shares 2,968 $554K 0.02% -505 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,064 shares; 2023Q1: 5,994 shares; 2023Q2: 5,994 shares; 2023Q3: 5,994 shares; 2023Q4: 7,018 shares; 2024Q1: 6,994 shares 6,994 $537K 0.02% -24 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 299 shares; 2024Q1: 898 shares 898 $520K 0.02% +599 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,980 shares; 2023Q1: 6,980 shares; 2023Q2: 6,980 shares; 2023Q3: 6,980 shares; 2023Q4: 6,980 shares; 2024Q1: 6,980 shares 6,980 $508K 0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 3,400 shares; 2023Q2: 3,400 shares; 2023Q3: 3,400 shares; 2023Q4: 3,400 shares; 2024Q1: 6,875 shares 6,875 $504K 0.01% +3,475 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,864 shares; 2023Q1: 13,864 shares; 2023Q2: 13,864 shares; 2023Q3: 13,864 shares; 2023Q4: 13,864 shares; 2024Q1: 13,814 shares 13,814 $496K 0.01% -50 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,170 shares; 2023Q1: 7,170 shares; 2023Q2: 7,170 shares; 2023Q3: 7,170 shares; 2023Q4: 7,170 shares; 2024Q1: 6,425 shares 6,425 $496K 0.01% -745 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,620 shares; 2023Q1: 2,360 shares; 2023Q2: 2,560 shares; 2023Q3: 2,360 shares; 2023Q4: 2,360 shares; 2024Q1: 2,360 shares 2,360 $485K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 3,660 shares; 2023Q2: 3,520 shares; 2023Q3: 3,714 shares; 2023Q4: 3,714 shares; 2024Q1: 4,134 shares 4,134 $485K 0.01% +420 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,931 shares 8,931 $483K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,336 shares; 2023Q1: 2,176 shares; 2023Q2: 2,176 shares; 2023Q3: 2,176 shares; 2023Q4: 2,198 shares; 2024Q1: 2,176 shares 2,176 $464K 0.01% -22 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,565 shares; 2023Q1: 1,565 shares; 2023Q2: 1,565 shares; 2023Q3: 1,565 shares; 2023Q4: 1,565 shares; 2024Q1: 1,525 shares 1,525 $439K 0.01% -40 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,440 shares; 2023Q1: 1,440 shares; 2023Q2: 1,415 shares; 2023Q3: 1,415 shares; 2023Q4: 1,415 shares; 2024Q1: 7,075 shares 7,075 $438K 0.01% +5,660 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,181 shares; 2023Q2: 1,181 shares; 2023Q3: 1,383 shares; 2023Q4: 1,401 shares; 2024Q1: 1,381 shares 1,381 $432K 0.01% -20 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,696 shares; 2023Q1: 1,696 shares; 2023Q2: 1,696 shares; 2023Q3: 1,696 shares; 2023Q4: 1,696 shares; 2024Q1: 1,696 shares 1,696 $424K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,550 shares; 2024Q1: 1,550 shares 1,550 $411K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,135 shares; 2023Q1: 5,774 shares; 2023Q2: 5,774 shares; 2023Q3: 5,774 shares; 2023Q4: 5,067 shares; 2024Q1: 6,040 shares 6,040 $405K 0.01% +973 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,807 shares; 2023Q1: 4,807 shares; 2023Q2: 4,207 shares; 2023Q3: 4,207 shares; 2023Q4: 4,207 shares; 2024Q1: 4,207 shares 4,207 $402K 0.01% 0 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16,340 shares 16,340 $401K 0.01% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,319 shares; 2024Q1: 5,319 shares 5,319 $401K 0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,979 shares; 2023Q1: 1,979 shares; 2023Q2: 1,979 shares; 2023Q3: 1,979 shares; 2023Q4: 1,979 shares; 2024Q1: 1,979 shares 1,979 $392K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,567 shares; 2023Q1: 2,567 shares; 2023Q2: 2,567 shares; 2023Q3: 2,375 shares; 2023Q4: 2,239 shares; 2024Q1: 2,210 shares 2,210 $392K 0.01% -29 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 463 shares 463 $386K 0.01% new ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,985 shares; 2023Q1: 23,985 shares; 2023Q2: 24,300 shares; 2023Q3: 24,300 shares; 2023Q4: 25,205 shares; 2024Q1: 27,580 shares 27,580 $386K 0.01% +2,375 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,870 shares; 2023Q1: 2,870 shares; 2023Q2: 3,090 shares; 2023Q3: 3,090 shares; 2023Q4: 2,915 shares; 2024Q1: 2,915 shares 2,915 $383K 0.01% 0 Timeline PHYS 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 21,000 shares; 2023Q1: 21,000 shares; 2023Q2: 21,000 shares; 2023Q3: 21,000 shares; 2023Q4: 21,000 shares; 2024Q1: 21,000 shares 21,000 $363K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,201 shares; 2023Q4: 1,201 shares; 2024Q1: 1,201 shares 1,201 $361K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 813 shares; 2023Q1: not reported; 2023Q2: 708 shares; 2023Q3: 783 shares; 2023Q4: 783 shares; 2024Q1: 894 shares 894 $357K 0.01% +111 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 573 shares; 2023Q3: 847 shares; 2023Q4: 843 shares; 2024Q1: 841 shares 841 $352K 0.01% -2 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,000 shares; 2023Q1: 2,700 shares; 2023Q2: 2,700 shares; 2023Q3: 2,970 shares; 2023Q4: 1,803 shares; 2024Q1: 1,790 shares 1,790 $348K 0.01% -13 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,022 shares; 2023Q1: 3,022 shares; 2023Q2: 3,022 shares; 2023Q3: not reported; 2023Q4: 3,125 shares; 2024Q1: 4,500 shares 4,500 $348K 0.01% +1,375 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,650 shares 1,650 $340K 0.01% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,474 shares; 2023Q1: 10,474 shares; 2023Q2: 10,474 shares; 2023Q3: 10,474 shares; 2023Q4: 10,474 shares; 2024Q1: 11,224 shares 11,224 $328K 0.01% +750 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,340 shares; 2023Q1: 4,180 shares; 2023Q2: 3,945 shares; 2023Q3: 3,941 shares; 2023Q4: 3,408 shares; 2024Q1: 3,370 shares 3,370 $326K 0.01% -38 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,044 shares; 2023Q4: 1,044 shares; 2024Q1: 1,044 shares 1,044 $325K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 820 shares; 2023Q1: 820 shares; 2023Q2: 810 shares; 2023Q3: 810 shares; 2023Q4: 810 shares; 2024Q1: 810 shares 810 $322K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,048 shares; 2023Q1: 6,380 shares; 2023Q2: 4,014 shares; 2023Q3: not reported; 2023Q4: 4,474 shares; 2024Q1: 6,472 shares 6,472 $318K 0.01% +1,998 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,455 shares; 2023Q1: 7,365 shares; 2023Q2: 7,365 shares; 2023Q3: 7,365 shares; 2023Q4: 7,365 shares; 2024Q1: 7,365 shares 7,365 $315K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 570 shares; 2024Q1: 703 shares 703 $308K 0.01% +133 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,141 shares; 2023Q1: 2,141 shares; 2023Q2: 1,526 shares; 2023Q3: 1,533 shares; 2023Q4: 1,491 shares; 2024Q1: 1,559 shares 1,559 $308K 0.01% +68 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,070 shares; 2023Q1: 2,220 shares; 2023Q2: 2,304 shares; 2023Q3: 2,440 shares; 2023Q4: 2,326 shares; 2024Q1: 2,356 shares 2,356 $307K 0.01% +30 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,736 shares; 2023Q1: 1,736 shares; 2023Q2: 1,736 shares; 2023Q3: 1,968 shares; 2023Q4: 1,968 shares; 2024Q1: 1,968 shares 1,968 $305K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 476 shares 476 $289K 0.01% new Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,792 shares 5,792 $280K 0.01% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 875 shares; 2023Q2: 875 shares; 2023Q3: 825 shares; 2023Q4: 825 shares; 2024Q1: 825 shares 825 $278K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,737 shares 3,737 $277K 0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 21,201 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,668 shares; 2023Q4: 1,668 shares; 2024Q1: 1,658 shares 1,658 $271K 0.01% -10 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 750 shares; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares 750 $269K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,175 shares; 2023Q1: 12,175 shares; 2023Q2: 12,175 shares; 2023Q3: 11,645 shares; 2023Q4: 11,645 shares; 2024Q1: 2,970 shares 2,970 $266K 0.01% -8,675 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,132 shares; 2023Q1: 2,132 shares; 2023Q2: 2,132 shares; 2023Q3: 1,807 shares; 2023Q4: 1,869 shares; 2024Q1: 1,807 shares 1,807 $262K 0.01% -62 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 602 shares; 2023Q3: 602 shares; 2023Q4: 602 shares; 2024Q1: 602 shares 602 $260K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,594 shares; 2024Q1: 6,594 shares 6,594 $260K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 13,988 shares 13,988 $257K 0.01% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 866 shares; 2023Q1: 866 shares; 2023Q2: 866 shares; 2023Q3: not reported; 2023Q4: 869 shares; 2024Q1: 866 shares 866 $255K 0.01% -3 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,023 shares; 2023Q1: 4,795 shares; 2023Q2: 4,795 shares; 2023Q3: 4,795 shares; 2023Q4: 4,913 shares; 2024Q1: 4,262 shares 4,262 $255K 0.01% -651 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 731 shares 731 $254K 0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,910 shares; 2023Q1: 4,171 shares; 2023Q2: 3,856 shares; 2023Q3: 3,752 shares; 2023Q4: 3,315 shares; 2024Q1: 3,282 shares 3,282 $252K 0.01% -33 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,496 shares; 2023Q1: 1,496 shares; 2023Q2: 1,496 shares; 2023Q3: 1,496 shares; 2023Q4: 1,496 shares; 2024Q1: 1,496 shares 1,496 $250K 0.01% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 3,955 shares; 2023Q2: 3,955 shares; 2023Q3: 3,982 shares; 2023Q4: 4,182 shares; 2024Q1: 4,306 shares 4,306 $247K 0.01% +124 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,000 shares 1,000 $247K 0.01% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,045 shares; 2023Q1: 9,045 shares; 2023Q2: 9,045 shares; 2023Q3: 6,705 shares; 2023Q4: 4,647 shares; 2024Q1: 4,647 shares 4,647 $235K 0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,384 shares 1,384 $234K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 63,504 shares; 2023Q1: 63,282 shares; 2023Q2: 40,521 shares; 2023Q3: 8,569 shares; 2023Q4: not reported; 2024Q1: 1,493 shares 1,493 $233K 0.01% new Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,935 shares; 2023Q1: 4,995 shares; 2023Q2: 4,995 shares; 2023Q3: 4,995 shares; 2023Q4: 5,135 shares; 2024Q1: 5,135 shares 5,135 $233K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,267 shares; 2023Q3: not reported; 2023Q4: 1,267 shares; 2024Q1: 1,267 shares 1,267 $232K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 3,435 shares; 2023Q2: 3,435 shares; 2023Q3: not reported; 2023Q4: 3,435 shares; 2024Q1: 3,435 shares 3,435 $231K 0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,232 shares; 2023Q1: 6,232 shares; 2023Q2: 6,232 shares; 2023Q3: 6,232 shares; 2023Q4: 6,174 shares; 2024Q1: 6,174 shares 6,174 $229K 0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,331 shares 2,331 $228K 0.01% new Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,644 shares; 2024Q1: 2,644 shares 2,644 $224K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 409 shares 409 $220K 0.01% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,102 shares; 2023Q1: not reported; 2023Q2: 1,517 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,460 shares 1,460 $216K 0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,105 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,667 shares 1,667 $213K 0.01% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,645 shares 1,645 $207K 0.01% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,530 shares; 2023Q1: 4,530 shares; 2023Q2: 4,712 shares; 2023Q3: 4,712 shares; 2023Q4: 4,362 shares; 2024Q1: 3,542 shares 3,542 $206K 0.01% -820 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,742 shares 2,742 $203K 0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 10,300 shares; 2023Q2: 10,300 shares; 2023Q3: 10,300 shares; 2023Q4: 10,300 shares; 2024Q1: 10,300 shares 10,300 $162K <0.01% 0 Timeline ADTHEORENT HOLDING COMPANY ADTHEORENT HOLDING COMPANY More: the full row for ADTHEORENT HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 33,611 shares 33,611 $108K <0.01% new Mersana Therapeutics Inc Mersana Therapeutics Inc More: the full row for Mersana Therapeutics Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,529 shares; 2023Q1: 23,529 shares; 2023Q2: 23,529 shares; 2023Q3: 23,529 shares; 2023Q4: 23,529 shares; 2024Q1: 23,529 shares 23,529 $105K <0.01% 0 CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,000 shares; 2024Q1: 10,000 shares 10,000 $26.8K <0.01% 0 Timeline ADTHEORENT HOLDING COMPANY ADTHEORENT HOLDING COMPANY More: the full row for ADTHEORENT HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 27,193 shares 27,193 $4.08K <0.01% new