MIRATI THERAPEUTICS INC MIRATI THERAPEUTICS INC More: the full row for MIRATI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,135,973 shares 3,135,973 $184M 5.03% new AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 138,651 shares; 2022Q2: 160,196 shares; 2022Q3: 167,075 shares; 2022Q4: 184,411 shares; 2023Q1: 892,938 shares; 2023Q2: 662,532 shares; 2023Q3: 621,267 shares; 2023Q4: 640,436 shares 640,436 $123M 3.37% +19,169 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,098 shares; 2022Q2: 9,208 shares; 2022Q3: 9,925 shares; 2022Q4: 10,376 shares; 2023Q1: 729,622 shares; 2023Q2: 760,486 shares; 2023Q3: 541,429 shares; 2023Q4: 563,696 shares 563,696 $123M 3.36% +22,267 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 443,259 shares; 2022Q2: 532,222 shares; 2022Q3: 655,335 shares; 2022Q4: 625,706 shares; 2023Q1: 6,111,573 shares; 2023Q2: 6,231,413 shares; 2023Q3: 6,253,330 shares; 2023Q4: 6,018,612 shares 6,018,612 $115M 3.15% -234,718 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 71,682 shares; 2022Q2: 81,731 shares; 2022Q3: 92,971 shares; 2022Q4: 94,061 shares; 2023Q1: 268,119 shares; 2023Q2: 237,883 shares; 2023Q3: 228,631 shares; 2023Q4: 235,432 shares 235,432 $88.5M 2.42% +6,801 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; 2022Q1: 41,166 shares; 2022Q2: 33,564 shares; 2022Q3: 14,244 shares; 2022Q4: 10,016 shares; 2023Q1: 252,158 shares; 2023Q2: 183,552 shares; 2023Q3: 179,930 shares; 2023Q4: 184,768 shares 184,768 $87.8M 2.4% +4,838 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,794 shares; 2022Q2: 7,369 shares; 2022Q3: 5,167 shares; 2022Q4: 4,773 shares; 2023Q1: 592,004 shares; 2023Q2: 560,642 shares; 2023Q3: 561,225 shares; 2023Q4: 555,546 shares 555,546 $83.1M 2.27% -5,679 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; 2022Q1: 12,869 shares; 2022Q2: 14,630 shares; 2022Q3: 14,999 shares; 2022Q4: 14,406 shares; 2023Q1: 435,294 shares; 2023Q2: 458,290 shares; 2023Q3: 330,595 shares; 2023Q4: 340,242 shares 340,242 $79.2M 2.16% +9,647 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; 2022Q1: 463,992 shares; 2022Q2: 207,779 shares; 2022Q3: 317,833 shares; 2022Q4: 500,747 shares; 2023Q1: 1,525,466 shares; 2023Q2: 1,597,204 shares; 2023Q3: 1,357,062 shares; 2023Q4: 1,392,376 shares 1,392,376 $71.1M 1.94% +35,314 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; 2022Q1: 76,403 shares; 2022Q2: 48,848 shares; 2022Q3: 26,716 shares; 2022Q4: 28,223 shares; 2023Q1: 3,954,569 shares; 2023Q2: 4,027,084 shares; 2023Q3: 4,042,139 shares; 2023Q4: 3,943,738 shares 3,943,738 $62.8M 1.72% -98,401 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 727,786 shares; 2023Q2: 737,825 shares; 2023Q3: 723,619 shares; 2023Q4: 713,977 shares 713,977 $58.6M 1.6% -9,642 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 448,021 shares; 2023Q2: 445,232 shares; 2023Q3: 504,623 shares; 2023Q4: 583,689 shares 583,689 $58.5M 1.6% +79,066 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; 2022Q1: 67,551 shares; 2022Q2: 42,304 shares; 2022Q3: 73,797 shares; 2022Q4: 70,335 shares; 2023Q1: 150,347 shares; 2023Q2: 123,213 shares; 2023Q3: 123,838 shares; 2023Q4: 123,474 shares 123,474 $53.9M 1.47% -364 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,416 shares; 2022Q2: 5,765 shares; 2022Q3: 5,429 shares; 2022Q4: 4,758 shares; 2023Q1: 566,144 shares; 2023Q2: 613,970 shares; 2023Q3: 474,442 shares; 2023Q4: 471,911 shares 471,911 $48.6M 1.33% -2,531 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; 2022Q1: 3,267 shares; 2022Q2: 81,844 shares; 2022Q3: 89,164 shares; 2022Q4: 96,284 shares; 2023Q1: 343,926 shares; 2023Q2: 288,719 shares; 2023Q3: 279,655 shares; 2023Q4: 284,657 shares 284,657 $43.3M 1.18% +5,002 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; 2022Q1: 18,080 shares; 2022Q2: 18,681 shares; 2022Q3: 20,230 shares; 2022Q4: 14,148 shares; 2023Q1: 184,534 shares; 2023Q2: 92,748 shares; 2023Q3: 88,850 shares; 2023Q4: 92,016 shares 92,016 $37.7M 1.03% +3,166 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 44,888 shares; 2022Q2: 45,310 shares; 2022Q3: 44,814 shares; 2022Q4: 35,373 shares; 2023Q1: 156,587 shares; 2023Q2: 89,776 shares; 2023Q3: 71,753 shares; 2023Q4: 74,999 shares 74,999 $35.8M 0.98% +3,246 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 21,667 shares; 2022Q2: 22,914 shares; 2022Q3: 24,096 shares; 2022Q4: 24,253 shares; 2023Q1: 96,083 shares; 2023Q2: 74,592 shares; 2023Q3: 69,765 shares; 2023Q4: 70,837 shares 70,837 $35.1M 0.96% +1,072 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 46,670 shares; 2022Q2: 61,094 shares; 2022Q3: 38,458 shares; 2022Q4: 26,043 shares; 2023Q1: 285,161 shares; 2023Q2: 243,135 shares; 2023Q3: 196,648 shares; 2023Q4: 369,763 shares 369,763 $33.8M 0.92% +173,115 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 72,452 shares; 2022Q2: 71,983 shares; 2022Q3: 105,765 shares; 2022Q4: 75,758 shares; 2023Q1: 1,386,741 shares; 2023Q2: 1,455,695 shares; 2023Q3: 1,462,564 shares; 2023Q4: 1,845,900 shares 1,845,900 $29.6M 0.81% +383,336 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 46,118 shares; 2022Q2: 50,846 shares; 2022Q3: 62,356 shares; 2022Q4: 75,705 shares; 2023Q1: 668,224 shares; 2023Q2: 686,795 shares; 2023Q3: 713,635 shares; 2023Q4: 605,718 shares 605,718 $28.8M 0.79% -107,917 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; 2022Q1: 7,530 shares; 2022Q2: 8,975 shares; 2022Q3: 9,892 shares; 2022Q4: 10,319 shares; 2023Q1: 57,374 shares; 2023Q2: 55,469 shares; 2023Q3: 47,971 shares; 2023Q4: 48,079 shares 48,079 $28M 0.77% +108 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 11,522 shares; 2022Q2: 5,520 shares; 2022Q3: 5,520 shares; 2022Q4: 12,189 shares; 2023Q1: 281,880 shares; 2023Q2: 278,040 shares; 2023Q3: 297,863 shares; 2023Q4: 304,611 shares 304,611 $25.3M 0.69% +6,748 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; 2022Q1: 12,413 shares; 2022Q2: 14,423 shares; 2022Q3: 14,363 shares; 2022Q4: 15,695 shares; 2023Q1: 84,210 shares; 2023Q2: 74,893 shares; 2023Q3: 70,205 shares; 2023Q4: 70,329 shares 70,329 $25.1M 0.69% +124 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,479 shares; 2022Q2: 2,679 shares; 2022Q3: 61,430 shares; 2022Q4: 56,260 shares; 2023Q1: 191,586 shares; 2023Q2: 186,432 shares; 2023Q3: 180,183 shares; 2023Q4: 174,928 shares 174,928 $24.7M 0.67% -5,255 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 11,816 shares; 2022Q2: 12,924 shares; 2022Q3: 14,281 shares; 2022Q4: 14,576 shares; 2023Q1: 47,009 shares; 2023Q2: 46,529 shares; 2023Q3: 47,902 shares; 2023Q4: 45,837 shares 45,837 $24.1M 0.66% -2,065 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; 2022Q1: 22,973 shares; 2022Q2: 26,029 shares; 2022Q3: 27,671 shares; 2022Q4: 34,886 shares; 2023Q1: 79,981 shares; 2023Q2: 62,330 shares; 2023Q3: 61,218 shares; 2023Q4: 62,703 shares 62,703 $22.2M 0.61% +1,485 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; 2022Q1: 20,576 shares; 2022Q2: 16,553 shares; 2022Q3: 7,539 shares; 2022Q4: 14,170 shares; 2023Q1: 112,808 shares; 2023Q2: 119,893 shares; 2023Q3: 114,592 shares; 2023Q4: 114,878 shares 114,878 $22M 0.6% +286 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 347,330 shares; 2023Q2: 357,582 shares; 2023Q3: 359,069 shares; 2023Q4: 427,686 shares 427,686 $21.9M 0.6% +68,617 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 33,744 shares; 2022Q2: 34,613 shares; 2022Q3: 35,237 shares; 2022Q4: 37,339 shares; 2023Q1: 188,407 shares; 2023Q2: 192,296 shares; 2023Q3: 202,380 shares; 2023Q4: 201,673 shares 201,673 $21.8M 0.6% -707 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,189 shares; 2022Q2: 7,444 shares; 2022Q3: 22,128 shares; 2022Q4: 34,730 shares; 2023Q1: 129,832 shares; 2023Q2: 82,196 shares; 2023Q3: 83,868 shares; 2023Q4: 84,774 shares 84,774 $21M 0.57% +906 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,539 shares; 2022Q2: 2,681 shares; 2022Q3: 58,153 shares; 2022Q4: 56,624 shares; 2023Q1: 181,981 shares; 2023Q2: 155,703 shares; 2023Q3: 145,724 shares; 2023Q4: 147,528 shares 147,528 $20.6M 0.56% +1,804 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 26,823 shares; 2022Q2: 34,921 shares; 2022Q3: 37,930 shares; 2022Q4: 41,051 shares; 2023Q1: 134,417 shares; 2023Q2: 131,621 shares; 2023Q3: 118,394 shares; 2023Q4: 118,301 shares 118,301 $18.5M 0.51% -93 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,841 shares; 2022Q2: 6,841 shares; 2022Q3: 6,841 shares; 2022Q4: 6,759 shares; 2023Q1: 78,436 shares; 2023Q2: 90,333 shares; 2023Q3: 77,687 shares; 2023Q4: 107,636 shares 107,636 $17.8M 0.49% +29,949 Timeline VPL 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; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 13,733 shares; 2023Q1: 38,224 shares; 2023Q2: 20,557 shares; 2023Q3: 21,577 shares; 2023Q4: 243,610 shares 243,610 $17.5M 0.48% +222,033 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 17,692 shares; 2022Q2: 22,414 shares; 2022Q3: 26,356 shares; 2022Q4: 26,977 shares; 2023Q1: 103,057 shares; 2023Q2: 102,943 shares; 2023Q3: 111,932 shares; 2023Q4: 111,328 shares 111,328 $17.3M 0.47% -604 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; 2022Q1: 3,046 shares; 2022Q2: 3,354 shares; 2022Q3: 4,002 shares; 2022Q4: 4,225 shares; 2023Q1: 31,016 shares; 2023Q2: 27,893 shares; 2023Q3: 32,091 shares; 2023Q4: 31,547 shares 31,547 $16.7M 0.46% -544 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,948 shares; 2022Q2: 8,031 shares; 2022Q3: 8,983 shares; 2022Q4: 9,165 shares; 2023Q1: 16,587 shares; 2023Q2: 15,811 shares; 2023Q3: 14,495 shares; 2023Q4: 14,869 shares 14,869 $16.6M 0.45% +374 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; 2022Q1: 22,086 shares; 2022Q2: 29,536 shares; 2022Q3: 33,694 shares; 2022Q4: 37,207 shares; 2023Q1: 99,004 shares; 2023Q2: 102,292 shares; 2023Q3: 93,609 shares; 2023Q4: 96,146 shares 96,146 $16.4M 0.45% +2,537 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; 2022Q1: 8,389 shares; 2022Q2: 8,028 shares; 2022Q3: 9,921 shares; 2022Q4: 11,707 shares; 2023Q1: 257,381 shares; 2023Q2: 261,801 shares; 2023Q3: 268,372 shares; 2023Q4: 271,382 shares 271,382 $15.7M 0.43% +3,010 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 6,042 shares; 2022Q4: not reported; 2023Q1: 217,262 shares; 2023Q2: 269,153 shares; 2023Q3: 272,563 shares; 2023Q4: 273,559 shares 273,559 $14.9M 0.41% +996 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 158,109 shares; 2023Q2: 167,140 shares; 2023Q3: 187,379 shares; 2023Q4: 196,912 shares 196,912 $14.8M 0.41% +9,533 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; 2022Q1: 12,433 shares; 2022Q2: 14,525 shares; 2022Q3: 16,656 shares; 2022Q4: 17,582 shares; 2023Q1: 49,887 shares; 2023Q2: 44,433 shares; 2023Q3: 42,886 shares; 2023Q4: 40,835 shares 40,835 $14.2M 0.39% -2,051 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,031 shares; 2022Q2: 1,964 shares; 2022Q3: 1,964 shares; 2022Q4: 1,772 shares; 2023Q1: 173,488 shares; 2023Q2: 24,293 shares; 2023Q3: 54,137 shares; 2023Q4: 69,875 shares 69,875 $14M 0.38% +15,738 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; 2022Q1: 1,700 shares; 2022Q2: 1,701 shares; 2022Q3: 6,867 shares; 2022Q4: 1,698 shares; 2023Q1: 101,983 shares; 2023Q2: 101,840 shares; 2023Q3: 101,189 shares; 2023Q4: 88,741 shares 88,741 $14M 0.38% -12,448 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,405 shares; 2022Q2: 2,349 shares; 2022Q3: 2,304 shares; 2022Q4: 2,450 shares; 2023Q1: 26,957 shares; 2023Q2: 22,656 shares; 2023Q3: 29,361 shares; 2023Q4: 29,508 shares 29,508 $13.7M 0.37% +147 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; 2022Q1: 19,786 shares; 2022Q2: 23,559 shares; 2022Q3: 29,497 shares; 2022Q4: 28,211 shares; 2023Q1: 82,769 shares; 2023Q2: 103,547 shares; 2023Q3: 93,159 shares; 2023Q4: 90,982 shares 90,982 $13.3M 0.36% -2,177 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 327,450 shares; 2023Q2: 344,679 shares; 2023Q3: 406,304 shares; 2023Q4: 552,732 shares 552,732 $13.2M 0.36% +146,428 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 18,555 shares; 2022Q2: 20,953 shares; 2022Q3: 25,161 shares; 2022Q4: 25,880 shares; 2023Q1: 53,153 shares; 2023Q2: 51,857 shares; 2023Q3: 47,116 shares; 2023Q4: 50,384 shares 50,384 $13.1M 0.36% +3,268 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; 2022Q1: 15,006 shares; 2022Q2: 17,338 shares; 2022Q3: 14,702 shares; 2022Q4: 14,625 shares; 2023Q1: 34,192 shares; 2023Q2: 36,743 shares; 2023Q3: 123,393 shares; 2023Q4: 126,153 shares 126,153 $13.1M 0.36% +2,760 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 10,988 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 410,470 shares; 2023Q2: 549,585 shares; 2023Q3: 441,959 shares; 2023Q4: 218,516 shares 218,516 $12.7M 0.35% -223,443 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 75,580 shares; 2022Q2: 54,420 shares; 2022Q3: 44,753 shares; 2022Q4: 50,374 shares; 2023Q1: 268,668 shares; 2023Q2: 246,264 shares; 2023Q3: 251,886 shares; 2023Q4: 240,642 shares 240,642 $12.6M 0.34% -11,244 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 778,300 shares; 2023Q2: 684,600 shares; 2023Q3: 681,600 shares; 2023Q4: 681,600 shares 681,600 $12.6M 0.34% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,634 shares; 2022Q2: 1,785 shares; 2022Q3: 2,296 shares; 2022Q4: 2,835 shares; 2023Q1: 45,633 shares; 2023Q2: 46,137 shares; 2023Q3: 46,514 shares; 2023Q4: 41,441 shares 41,441 $12.4M 0.34% -5,073 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; 2022Q1: 24,063 shares; 2022Q2: 29,923 shares; 2022Q3: 38,579 shares; 2022Q4: 41,785 shares; 2023Q1: 153,566 shares; 2023Q2: 154,216 shares; 2023Q3: 129,699 shares; 2023Q4: 122,932 shares 122,932 $12.3M 0.34% -6,767 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 44,588 shares; 2023Q2: 42,586 shares; 2023Q3: 42,299 shares; 2023Q4: 46,105 shares 46,105 $12.1M 0.33% +3,806 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; 2022Q1: 7,416 shares; 2022Q2: 7,018 shares; 2022Q3: 6,688 shares; 2022Q4: 4,776 shares; 2023Q1: 105,000 shares; 2023Q2: 104,708 shares; 2023Q3: 55,980 shares; 2023Q4: 53,036 shares 53,036 $11.3M 0.31% -2,944 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 982 shares; 2022Q2: 1,417 shares; 2022Q3: 1,459 shares; 2022Q4: 1,731 shares; 2023Q1: 54,531 shares; 2023Q2: 55,801 shares; 2023Q3: 57,407 shares; 2023Q4: 48,577 shares 48,577 $11.2M 0.31% -8,830 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 369,196 shares; 2023Q2: 394,096 shares; 2023Q3: 393,491 shares; 2023Q4: 430,729 shares 430,729 $11.1M 0.3% +37,238 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 541,236 shares; 2023Q2: 551,718 shares; 2023Q3: 536,917 shares; 2023Q4: 533,110 shares 533,110 $11M 0.3% -3,807 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 3,597 shares; 2022Q4: 1,822 shares; 2023Q1: 45,554 shares; 2023Q2: 44,874 shares; 2023Q3: 52,662 shares; 2023Q4: 52,919 shares 52,919 $10.9M 0.3% +257 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,047 shares; 2022Q2: 3,520 shares; 2022Q3: 3,933 shares; 2022Q4: 3,364 shares; 2023Q1: 43,508 shares; 2023Q2: 49,293 shares; 2023Q3: 50,839 shares; 2023Q4: 54,820 shares 54,820 $10.8M 0.3% +3,981 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 80,587 shares; 2022Q2: 78,724 shares; 2022Q3: 78,391 shares; 2022Q4: 6,408 shares; 2023Q1: 80,108 shares; 2023Q2: 84,695 shares; 2023Q3: 113,545 shares; 2023Q4: 115,135 shares 115,135 $10.6M 0.29% +1,590 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; 2022Q1: 9,800 shares; 2022Q2: 9,380 shares; 2022Q3: 8,852 shares; 2022Q4: 6,443 shares; 2023Q1: 76,517 shares; 2023Q2: 73,053 shares; 2023Q3: 55,271 shares; 2023Q4: 44,671 shares 44,671 $10.6M 0.29% -10,600 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 959 shares; 2022Q2: 959 shares; 2022Q3: 959 shares; 2022Q4: 1,531 shares; 2023Q1: 37,197 shares; 2023Q2: 40,328 shares; 2023Q3: 31,040 shares; 2023Q4: 33,499 shares 33,499 $10.2M 0.28% +2,459 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; 2022Q1: 5,829 shares; 2022Q2: 6,663 shares; 2022Q3: 6,268 shares; 2022Q4: 4,664 shares; 2023Q1: 78,307 shares; 2023Q2: 64,367 shares; 2023Q3: 60,067 shares; 2023Q4: 58,998 shares 58,998 $10.1M 0.27% -1,069 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,685 shares; 2022Q2: 8,217 shares; 2022Q3: 7,861 shares; 2022Q4: 8,422 shares; 2023Q1: 26,853 shares; 2023Q2: 27,193 shares; 2023Q3: 25,934 shares; 2023Q4: 22,990 shares 22,990 $9.81M 0.27% -2,944 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; 2022Q1: 13,403 shares; 2022Q2: 13,558 shares; 2022Q3: 18,824 shares; 2022Q4: 13,490 shares; 2023Q1: 104,066 shares; 2023Q2: 98,873 shares; 2023Q3: 101,288 shares; 2023Q4: 107,659 shares 107,659 $9.69M 0.26% +6,371 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 20,995 shares; 2022Q2: 22,977 shares; 2022Q3: 27,216 shares; 2022Q4: 31,238 shares; 2023Q1: 69,861 shares; 2023Q2: 67,190 shares; 2023Q3: 57,570 shares; 2023Q4: 60,215 shares 60,215 $9.49M 0.26% +2,645 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; 2022Q1: 3,434 shares; 2022Q2: 3,891 shares; 2022Q3: 4,381 shares; 2022Q4: 4,126 shares; 2023Q1: 9,293 shares; 2023Q2: 18,464 shares; 2023Q3: 18,452 shares; 2023Q4: 22,783 shares 22,783 $9.27M 0.25% +4,331 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,929 shares; 2022Q2: 4,929 shares; 2022Q3: 4,929 shares; 2022Q4: 4,929 shares; 2023Q1: 101,489 shares; 2023Q2: 89,089 shares; 2023Q3: 75,154 shares; 2023Q4: 74,300 shares 74,300 $9.12M 0.25% -854 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,584 shares; 2022Q2: 1,682 shares; 2022Q3: 2,030 shares; 2022Q4: 2,443 shares; 2023Q1: 4,262 shares; 2023Q2: 25,851 shares; 2023Q3: 33,253 shares; 2023Q4: 33,537 shares 33,537 $9.08M 0.25% +284 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; 2022Q1: 26,454 shares; 2022Q2: 34,267 shares; 2022Q3: 42,733 shares; 2022Q4: 37,431 shares; 2023Q1: 193,620 shares; 2023Q2: 162,606 shares; 2023Q3: 83,249 shares; 2023Q4: 80,446 shares 80,446 $8.77M 0.24% -2,803 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 339,109 shares; 2023Q2: 346,861 shares; 2023Q3: 340,813 shares; 2023Q4: 330,311 shares 330,311 $8.37M 0.23% -10,502 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,671 shares; 2022Q2: 8,159 shares; 2022Q3: 5,846 shares; 2022Q4: 4,086 shares; 2023Q1: 82,291 shares; 2023Q2: 82,496 shares; 2023Q3: 71,077 shares; 2023Q4: 84,360 shares 84,360 $8.32M 0.23% +13,283 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 783 shares; 2022Q2: 445 shares; 2022Q3: 1,004 shares; 2022Q4: 994 shares; 2023Q1: 11,681 shares; 2023Q2: 11,980 shares; 2023Q3: 8,561 shares; 2023Q4: 9,418 shares 9,418 $8.27M 0.23% +857 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,497 shares; 2022Q2: 5,766 shares; 2022Q3: 4,935 shares; 2022Q4: 4,385 shares; 2023Q1: 76,871 shares; 2023Q2: 62,020 shares; 2023Q3: 57,804 shares; 2023Q4: 56,649 shares 56,649 $8.21M 0.22% -1,155 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,624 shares; 2022Q2: 6,161 shares; 2022Q3: not reported; 2022Q4: 8,225 shares; 2023Q1: 171,747 shares; 2023Q2: 164,609 shares; 2023Q3: 164,508 shares; 2023Q4: 159,302 shares 159,302 $8.13M 0.22% -5,206 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 5,794 shares; 2022Q4: 9,909 shares; 2023Q1: 417,741 shares; 2023Q2: 412,835 shares; 2023Q3: 347,511 shares; 2023Q4: 162,541 shares 162,541 $8.11M 0.22% -184,970 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 704 shares; 2022Q2: 889 shares; 2022Q3: 1,044 shares; 2022Q4: 1,205 shares; 2023Q1: 19,428 shares; 2023Q2: 19,634 shares; 2023Q3: 21,931 shares; 2023Q4: 17,522 shares 17,522 $8.02M 0.22% -4,409 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 23,440 shares; 2022Q2: 28,446 shares; 2022Q3: 31,760 shares; 2022Q4: 30,652 shares; 2023Q1: 67,105 shares; 2023Q2: 58,323 shares; 2023Q3: 53,922 shares; 2023Q4: 53,150 shares 53,150 $7.93M 0.22% -772 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; 2022Q1: 62,792 shares; 2022Q2: 73,135 shares; 2022Q3: 99,851 shares; 2022Q4: 103,421 shares; 2023Q1: 173,573 shares; 2023Q2: 158,417 shares; 2023Q3: 150,501 shares; 2023Q4: 154,985 shares 154,985 $7.83M 0.21% +4,484 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 59,657 shares; 2023Q2: 58,682 shares; 2023Q3: 58,242 shares; 2023Q4: 58,656 shares 58,656 $7.8M 0.21% +414 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; 2022Q1: 7,084 shares; 2022Q2: 6,808 shares; 2022Q3: 8,853 shares; 2022Q4: 9,443 shares; 2023Q1: 51,833 shares; 2023Q2: 41,937 shares; 2023Q3: 46,572 shares; 2023Q4: 32,883 shares 32,883 $7.61M 0.21% -13,689 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; 2022Q1: 37,761 shares; 2022Q2: 45,566 shares; 2022Q3: 47,872 shares; 2022Q4: 44,156 shares; 2023Q1: 151,416 shares; 2023Q2: 152,681 shares; 2023Q3: 134,518 shares; 2023Q4: 128,619 shares 128,619 $7.58M 0.21% -5,899 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 76,397 shares; 2022Q2: 3,230 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 111,232 shares; 2023Q2: 88,180 shares; 2023Q3: 93,338 shares; 2023Q4: 98,454 shares 98,454 $7.42M 0.2% +5,116 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 12,291 shares; 2022Q2: 13,940 shares; 2022Q3: 14,385 shares; 2022Q4: 15,786 shares; 2023Q1: 45,585 shares; 2023Q2: 50,441 shares; 2023Q3: 45,851 shares; 2023Q4: 43,188 shares 43,188 $7.34M 0.2% -2,663 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; 2022Q1: 39,244 shares; 2022Q2: 33,667 shares; 2022Q3: 25,577 shares; 2022Q4: 19,772 shares; 2023Q1: 475,994 shares; 2023Q2: 376,957 shares; 2023Q3: 155,180 shares; 2023Q4: 93,593 shares 93,593 $7.21M 0.2% -61,587 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,960 shares; 2022Q2: 6,179 shares; 2022Q3: 7,655 shares; 2022Q4: 8,550 shares; 2023Q1: 29,416 shares; 2023Q2: 27,913 shares; 2023Q3: 23,714 shares; 2023Q4: 24,207 shares 24,207 $7.18M 0.2% +493 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,265 shares; 2022Q2: 2,365 shares; 2022Q3: 2,465 shares; 2022Q4: 2,285 shares; 2023Q1: 34,973 shares; 2023Q2: 29,334 shares; 2023Q3: 35,934 shares; 2023Q4: 28,580 shares 28,580 $7.17M 0.2% -7,354 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; 2022Q1: 24,081 shares; 2022Q2: 30,636 shares; 2022Q3: 34,825 shares; 2022Q4: 34,743 shares; 2023Q1: 75,233 shares; 2023Q2: 81,092 shares; 2023Q3: 72,709 shares; 2023Q4: 73,413 shares 73,413 $6.91M 0.19% +704 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,075 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 85,961 shares; 2023Q4: 91,159 shares 91,159 $6.89M 0.19% +5,198 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 215,315 shares; 2023Q2: 88,388 shares; 2023Q3: 83,210 shares; 2023Q4: 91,395 shares 91,395 $6.86M 0.19% +8,185 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 82,584 shares; 2022Q3: 88,490 shares; 2022Q4: 91,507 shares; 2023Q1: 96,297 shares; 2023Q2: 117,356 shares; 2023Q3: 176,051 shares; 2023Q4: 256,493 shares 256,493 $6.82M 0.19% +80,442 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 28,993 shares; 2022Q2: 64,399 shares; 2022Q3: 20,567 shares; 2022Q4: 20,168 shares; 2023Q1: 70,164 shares; 2023Q2: 110,929 shares; 2023Q3: 51,400 shares; 2023Q4: 58,148 shares 58,148 $6.76M 0.18% +6,748 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; 2022Q1: 3,119 shares; 2022Q2: 5,172 shares; 2022Q3: 4,749 shares; 2022Q4: 3,129 shares; 2023Q1: 47,827 shares; 2023Q2: 49,367 shares; 2023Q3: 18,756 shares; 2023Q4: 21,733 shares 21,733 $6.76M 0.18% +2,977 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,697 shares; 2022Q2: 9,093 shares; 2022Q3: 9,431 shares; 2022Q4: 43,204 shares; 2023Q1: 111,121 shares; 2023Q2: 112,336 shares; 2023Q3: 113,539 shares; 2023Q4: 111,345 shares 111,345 $6.69M 0.18% -2,194 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 105,756 shares; 2023Q2: 114,260 shares; 2023Q3: 130,470 shares; 2023Q4: 141,092 shares 141,092 $6.67M 0.18% +10,622 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; 2022Q1: 4,969 shares; 2022Q2: 4,333 shares; 2022Q3: 4,927 shares; 2022Q4: 4,944 shares; 2023Q1: 16,068 shares; 2023Q2: 10,909 shares; 2023Q3: 10,085 shares; 2023Q4: 9,959 shares 9,959 $6.57M 0.18% -126 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 20,394 shares; 2022Q2: 29,451 shares; 2022Q3: 32,200 shares; 2022Q4: 28,816 shares; 2023Q1: 179,812 shares; 2023Q2: 193,725 shares; 2023Q3: 194,499 shares; 2023Q4: 188,649 shares 188,649 $6.57M 0.18% -5,850 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 23,446 shares; 2022Q2: 30,432 shares; 2022Q3: 40,160 shares; 2022Q4: 39,874 shares; 2023Q1: 55,355 shares; 2023Q2: 66,305 shares; 2023Q3: 154,649 shares; 2023Q4: 153,094 shares 153,094 $6.52M 0.18% -1,555 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 189,637 shares; 2023Q2: 180,057 shares; 2023Q3: 180,209 shares; 2023Q4: 177,098 shares 177,098 $6.5M 0.18% -3,111 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 180,236 shares; 2023Q2: 196,720 shares; 2023Q3: 256,165 shares; 2023Q4: 261,809 shares 261,809 $6.48M 0.18% +5,644 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,493 shares; 2022Q2: 4,586 shares; 2022Q3: not reported; 2022Q4: 5,343 shares; 2023Q1: 96,492 shares; 2023Q2: 98,521 shares; 2023Q3: 100,947 shares; 2023Q4: 97,711 shares 97,711 $6.43M 0.18% -3,236 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 131,290 shares; 2023Q2: 135,295 shares; 2023Q3: 138,481 shares; 2023Q4: 132,007 shares 132,007 $6.37M 0.17% -6,474 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; 2022Q1: 8,006 shares; 2022Q2: 10,483 shares; 2022Q3: 14,657 shares; 2022Q4: 12,545 shares; 2023Q1: 41,303 shares; 2023Q2: 38,586 shares; 2023Q3: 36,110 shares; 2023Q4: 38,885 shares 38,885 $6.36M 0.17% +2,775 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,490 shares; 2022Q2: 7,714 shares; 2022Q3: 7,288 shares; 2022Q4: 6,219 shares; 2023Q1: 25,581 shares; 2023Q2: 23,783 shares; 2023Q3: 22,079 shares; 2023Q4: 21,770 shares 21,770 $6.27M 0.17% -309 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 196,957 shares; 2023Q2: 207,298 shares; 2023Q3: 204,349 shares; 2023Q4: 201,198 shares 201,198 $6.24M 0.17% -3,151 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,205 shares; 2022Q2: 4,137 shares; 2022Q3: 3,451 shares; 2022Q4: 4,894 shares; 2023Q1: 10,270 shares; 2023Q2: 10,573 shares; 2023Q3: 10,026 shares; 2023Q4: 10,390 shares 10,390 $6.2M 0.17% +364 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 72,083 shares; 2022Q2: 138,609 shares; 2022Q3: 60,710 shares; 2022Q4: 48,313 shares; 2023Q1: 89,558 shares; 2023Q2: 79,066 shares; 2023Q3: 84,527 shares; 2023Q4: 86,595 shares 86,595 $6.09M 0.17% +2,068 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 71,492 shares; 2023Q2: 71,909 shares; 2023Q3: 72,664 shares; 2023Q4: 69,109 shares 69,109 $6.08M 0.17% -3,555 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 15,732 shares; 2022Q2: 15,829 shares; 2022Q3: 17,233 shares; 2022Q4: 14,428 shares; 2023Q1: 98,623 shares; 2023Q2: 93,690 shares; 2023Q3: 80,313 shares; 2023Q4: 78,101 shares 78,101 $6.07M 0.17% -2,212 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 90,060 shares; 2023Q2: 95,184 shares; 2023Q3: 126,457 shares; 2023Q4: 126,881 shares 126,881 $6.06M 0.17% +424 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; 2022Q1: 51,798 shares; 2022Q2: 60,868 shares; 2022Q3: 61,048 shares; 2022Q4: 60,368 shares; 2023Q1: 132,588 shares; 2023Q2: 139,122 shares; 2023Q3: 130,420 shares; 2023Q4: 133,400 shares 133,400 $5.85M 0.16% +2,980 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,812 shares; 2022Q2: 6,261 shares; 2022Q3: 8,136 shares; 2022Q4: 7,315 shares; 2023Q1: 30,865 shares; 2023Q2: 31,344 shares; 2023Q3: 30,070 shares; 2023Q4: 22,052 shares 22,052 $5.8M 0.16% -8,018 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; 2022Q1: 2,128 shares; 2022Q2: 2,183 shares; 2022Q3: 2,430 shares; 2022Q4: 3,524 shares; 2023Q1: 6,081 shares; 2023Q2: 16,014 shares; 2023Q3: 11,716 shares; 2023Q4: 17,095 shares 17,095 $5.77M 0.16% +5,379 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,651 shares; 2022Q2: 3,660 shares; 2022Q3: 3,903 shares; 2022Q4: 4,465 shares; 2023Q1: 27,499 shares; 2023Q2: 21,034 shares; 2023Q3: 19,417 shares; 2023Q4: 19,488 shares 19,488 $5.76M 0.16% +71 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 49,007 shares; 2022Q3: 26,603 shares; 2022Q4: not reported; 2023Q1: 385,295 shares; 2023Q2: 385,187 shares; 2023Q3: 375,033 shares; 2023Q4: 209,608 shares 209,608 $5.66M 0.15% -165,425 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 43,892 shares; 2022Q2: 55,724 shares; 2022Q3: 97,066 shares; 2022Q4: 36,303 shares; 2023Q1: 82,821 shares; 2023Q2: 76,266 shares; 2023Q3: 111,005 shares; 2023Q4: 112,319 shares 112,319 $5.64M 0.15% +1,314 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,826 shares; 2022Q2: 6,214 shares; 2022Q3: 6,897 shares; 2022Q4: 6,412 shares; 2023Q1: 18,426 shares; 2023Q2: 12,577 shares; 2023Q3: 11,489 shares; 2023Q4: 11,574 shares 11,574 $5.64M 0.15% +85 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; 2022Q1: 8,479 shares; 2022Q2: 11,765 shares; 2022Q3: 13,333 shares; 2022Q4: 12,875 shares; 2023Q1: 28,250 shares; 2023Q2: 33,488 shares; 2023Q3: 29,425 shares; 2023Q4: 29,698 shares 29,698 $5.63M 0.15% +273 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 19,170 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 43,400 shares; 2023Q1: 266,625 shares; 2023Q2: 118,059 shares; 2023Q3: 104,933 shares; 2023Q4: 100,252 shares 100,252 $5.6M 0.15% -4,681 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,219 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 80,274 shares; 2023Q2: 78,835 shares; 2023Q3: 68,144 shares; 2023Q4: 75,183 shares 75,183 $5.53M 0.15% +7,039 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,000 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,461 shares; 2023Q2: 1,507 shares; 2023Q3: 7,606 shares; 2023Q4: 19,408 shares 19,408 $5.49M 0.15% +11,802 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,350 shares; 2022Q2: 6,296 shares; 2022Q3: 6,376 shares; 2022Q4: 4,738 shares; 2023Q1: 10,090 shares; 2023Q2: 11,213 shares; 2023Q3: 10,295 shares; 2023Q4: 9,400 shares 9,400 $5.46M 0.15% -895 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; 2022Q1: 2,427 shares; 2022Q2: 2,962 shares; 2022Q3: 3,154 shares; 2022Q4: 3,500 shares; 2023Q1: 8,039 shares; 2023Q2: 10,021 shares; 2023Q3: 9,308 shares; 2023Q4: 7,124 shares 7,124 $5.39M 0.15% -2,184 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; 2022Q1: 7,651 shares; 2022Q2: 9,001 shares; 2022Q3: 10,087 shares; 2022Q4: 8,519 shares; 2023Q1: 33,842 shares; 2023Q2: 31,028 shares; 2023Q3: 27,727 shares; 2023Q4: 33,533 shares 33,533 $5.27M 0.14% +5,806 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 9,701 shares; 2022Q2: 9,933 shares; 2022Q3: 12,821 shares; 2022Q4: 12,100 shares; 2023Q1: 43,247 shares; 2023Q2: 35,407 shares; 2023Q3: 36,324 shares; 2023Q4: 36,429 shares 36,429 $5.27M 0.14% +105 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 253,805 shares; 2023Q4: 251,248 shares 251,248 $5.25M 0.14% -2,557 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 104,689 shares; 2023Q2: 107,373 shares; 2023Q3: 110,244 shares; 2023Q4: 105,823 shares 105,823 $5.17M 0.14% -4,421 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 151,179 shares; 2023Q2: 146,528 shares; 2023Q3: 147,340 shares; 2023Q4: 142,917 shares 142,917 $5.06M 0.14% -4,423 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 69,573 shares; 2023Q2: 67,590 shares; 2023Q3: 57,283 shares; 2023Q4: 103,972 shares 103,972 $5.04M 0.14% +46,689 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 32,271 shares; 2022Q2: 40,403 shares; 2022Q3: 50,378 shares; 2022Q4: 48,475 shares; 2023Q1: 56,984 shares; 2023Q2: 44,623 shares; 2023Q3: 44,965 shares; 2023Q4: 48,661 shares 48,661 $4.91M 0.13% +3,696 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 9,357 shares; 2022Q2: 5,705 shares; 2022Q3: 9,516 shares; 2022Q4: 4,043 shares; 2023Q1: 45,536 shares; 2023Q2: 39,168 shares; 2023Q3: 27,892 shares; 2023Q4: 37,304 shares 37,304 $4.88M 0.13% +9,412 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; 2022Q1: 12,135 shares; 2022Q2: 14,939 shares; 2022Q3: 21,513 shares; 2022Q4: 23,691 shares; 2023Q1: 31,088 shares; 2023Q2: 29,838 shares; 2023Q3: 28,512 shares; 2023Q4: 30,020 shares 30,020 $4.87M 0.13% +1,508 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 21,310 shares; 2022Q2: 24,697 shares; 2022Q3: 25,196 shares; 2022Q4: 25,203 shares; 2023Q1: 109,245 shares; 2023Q2: 48,527 shares; 2023Q3: 41,877 shares; 2023Q4: 44,134 shares 44,134 $4.86M 0.13% +2,257 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; 2022Q1: 1,806 shares; 2022Q2: 2,221 shares; 2022Q3: 2,714 shares; 2022Q4: 3,242 shares; 2023Q1: 13,662 shares; 2023Q2: 13,651 shares; 2023Q3: 12,891 shares; 2023Q4: 12,517 shares 12,517 $4.83M 0.13% -374 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 15,929 shares; 2022Q2: 20,661 shares; 2022Q3: 26,552 shares; 2022Q4: 37,772 shares; 2023Q1: 64,299 shares; 2023Q2: 68,235 shares; 2023Q3: 66,334 shares; 2023Q4: 58,533 shares 58,533 $4.82M 0.13% -7,801 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 40,597 shares; 2022Q2: 108,072 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 9,909 shares; 2023Q2: 29,572 shares; 2023Q3: 10,483 shares; 2023Q4: 44,131 shares 44,131 $4.78M 0.13% +33,648 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; 2022Q1: 10,235 shares; 2022Q2: 11,828 shares; 2022Q3: 11,223 shares; 2022Q4: 12,415 shares; 2023Q1: 24,268 shares; 2023Q2: 26,149 shares; 2023Q3: 21,123 shares; 2023Q4: 22,806 shares 22,806 $4.78M 0.13% +1,683 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 47,175 shares; 2022Q2: 51,840 shares; 2022Q3: 70,153 shares; 2022Q4: 71,903 shares; 2023Q1: 74,588 shares; 2023Q2: 73,592 shares; 2023Q3: 75,440 shares; 2023Q4: 96,102 shares 96,102 $4.78M 0.13% +20,662 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 25,902 shares; 2022Q2: 27,590 shares; 2022Q3: 30,553 shares; 2022Q4: 31,193 shares; 2023Q1: 79,198 shares; 2023Q2: 63,873 shares; 2023Q3: 62,666 shares; 2023Q4: 56,075 shares 56,075 $4.7M 0.13% -6,591 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 90,461 shares; 2023Q1: 92,007 shares; 2023Q2: 71,611 shares; 2023Q3: 69,704 shares; 2023Q4: 73,744 shares 73,744 $4.69M 0.13% +4,040 Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 181,877 shares; 2023Q2: 78,687 shares; 2023Q3: 78,380 shares; 2023Q4: 78,246 shares 78,246 $4.68M 0.13% -134 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; 2022Q1: 50,656 shares; 2022Q2: 65,814 shares; 2022Q3: 72,807 shares; 2022Q4: 85,724 shares; 2023Q1: 180,512 shares; 2023Q2: 176,922 shares; 2023Q3: 148,153 shares; 2023Q4: 138,501 shares 138,501 $4.66M 0.13% -9,652 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 91,047 shares; 2023Q2: 88,910 shares; 2023Q3: 88,435 shares; 2023Q4: 88,098 shares 88,098 $4.61M 0.13% -337 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,911 shares; 2022Q2: 3,540 shares; 2022Q3: 7,794 shares; 2022Q4: 7,969 shares; 2023Q1: 34,934 shares; 2023Q2: 21,886 shares; 2023Q3: 18,052 shares; 2023Q4: 17,646 shares 17,646 $4.6M 0.13% -406 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 14,981 shares; 2022Q2: 14,081 shares; 2022Q3: 17,224 shares; 2022Q4: 19,256 shares; 2023Q1: 52,963 shares; 2023Q2: 46,267 shares; 2023Q3: 43,457 shares; 2023Q4: 43,410 shares 43,410 $4.58M 0.13% -47 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 50,207 shares; 2022Q2: 92,155 shares; 2022Q3: 24,845 shares; 2022Q4: 85,008 shares; 2023Q1: 183,444 shares; 2023Q2: 233,372 shares; 2023Q3: 86,410 shares; 2023Q4: 89,950 shares 89,950 $4.55M 0.12% +3,540 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 22,317 shares; 2022Q2: 27,893 shares; 2022Q3: 32,873 shares; 2022Q4: 34,142 shares; 2023Q1: 64,427 shares; 2023Q2: 66,781 shares; 2023Q3: 60,336 shares; 2023Q4: 67,376 shares 67,376 $4.54M 0.12% +7,040 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 19,321 shares; 2022Q3: 31,818 shares; 2022Q4: 31,402 shares; 2023Q1: 490,859 shares; 2023Q2: 497,337 shares; 2023Q3: 494,972 shares; 2023Q4: 468,009 shares 468,009 $4.53M 0.12% -26,963 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; 2022Q1: 10,660 shares; 2022Q2: 12,703 shares; 2022Q3: 13,061 shares; 2022Q4: 14,102 shares; 2023Q1: 50,790 shares; 2023Q2: 34,397 shares; 2023Q3: 30,709 shares; 2023Q4: 30,558 shares 30,558 $4.5M 0.12% -151 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 7,091 shares; 2022Q3: 10,927 shares; 2022Q4: 11,454 shares; 2023Q1: 71,931 shares; 2023Q2: 71,408 shares; 2023Q3: 75,030 shares; 2023Q4: 81,334 shares 81,334 $4.47M 0.12% +6,304 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 9,857 shares; 2022Q3: 12,533 shares; 2022Q4: 12,529 shares; 2023Q1: 104,633 shares; 2023Q2: 110,742 shares; 2023Q3: 112,622 shares; 2023Q4: 114,021 shares 114,021 $4.46M 0.12% +1,399 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; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,364 shares; 2023Q1: 26,887 shares; 2023Q2: 40,498 shares; 2023Q3: 41,414 shares; 2023Q4: 38,402 shares 38,402 $4.42M 0.12% -3,012 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 11,501 shares; 2023Q2: 12,674 shares; 2023Q3: 11,107 shares; 2023Q4: 10,701 shares 10,701 $4.4M 0.12% -406 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 26,952 shares; 2022Q2: 35,790 shares; 2022Q3: 41,975 shares; 2022Q4: 37,972 shares; 2023Q1: 60,365 shares; 2023Q2: 52,833 shares; 2023Q3: 51,208 shares; 2023Q4: 51,426 shares 51,426 $4.39M 0.12% +218 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 74,161 shares; 2022Q2: 57,036 shares; 2022Q3: 82,293 shares; 2022Q4: 83,959 shares; 2023Q1: 105,534 shares; 2023Q2: 117,174 shares; 2023Q3: 121,359 shares; 2023Q4: 128,239 shares 128,239 $4.36M 0.12% +6,880 Timeline OILK PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 42,067 shares; 2023Q1: 74,944 shares; 2023Q2: 12,214 shares; 2023Q3: 58,366 shares; 2023Q4: 103,258 shares 103,258 $4.35M 0.12% +44,892 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 39,524 shares; 2023Q2: 43,124 shares; 2023Q3: 53,402 shares; 2023Q4: 53,278 shares 53,278 $4.31M 0.12% -124 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; 2022Q1: 31,722 shares; 2022Q2: 30,477 shares; 2022Q3: 44,558 shares; 2022Q4: 33,389 shares; 2023Q1: 165,125 shares; 2023Q2: 130,948 shares; 2023Q3: 98,710 shares; 2023Q4: 113,829 shares 113,829 $4.29M 0.12% +15,119 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 980 shares; 2022Q2: 1,378 shares; 2022Q3: 1,525 shares; 2022Q4: 2,161 shares; 2023Q1: 31,996 shares; 2023Q2: 19,345 shares; 2023Q3: 17,252 shares; 2023Q4: 16,827 shares 16,827 $4.26M 0.12% -425 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 119,180 shares; 2023Q2: 120,362 shares; 2023Q3: 121,415 shares; 2023Q4: 115,111 shares 115,111 $4.15M 0.11% -6,304 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; 2022Q1: 4,231 shares; 2022Q2: 5,323 shares; 2022Q3: 6,225 shares; 2022Q4: 6,475 shares; 2023Q1: 20,926 shares; 2023Q2: 18,024 shares; 2023Q3: 16,724 shares; 2023Q4: 17,597 shares 17,597 $4.1M 0.11% +873 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,112 shares; 2022Q2: 6,368 shares; 2022Q3: 6,509 shares; 2022Q4: 4,699 shares; 2023Q1: 33,616 shares; 2023Q2: 15,574 shares; 2023Q3: 15,359 shares; 2023Q4: 14,726 shares 14,726 $4.08M 0.11% -633 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; 2022Q1: 5,286 shares; 2022Q2: 6,427 shares; 2022Q3: 6,626 shares; 2022Q4: 6,846 shares; 2023Q1: 10,750 shares; 2023Q2: 11,835 shares; 2023Q3: 11,256 shares; 2023Q4: 11,608 shares 11,608 $4.07M 0.11% +352 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; 2022Q1: 7,766 shares; 2022Q2: 9,829 shares; 2022Q3: 6,171 shares; 2022Q4: 15,154 shares; 2023Q1: 30,772 shares; 2023Q2: 22,345 shares; 2023Q3: 28,869 shares; 2023Q4: 29,745 shares 29,745 $4.06M 0.11% +876 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,765 shares; 2022Q2: 5,851 shares; 2022Q3: 6,786 shares; 2022Q4: 6,557 shares; 2023Q1: 60,256 shares; 2023Q2: 61,613 shares; 2023Q3: 64,762 shares; 2023Q4: 63,368 shares 63,368 $4.04M 0.11% -1,394 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 85,276 shares; 2023Q2: 86,555 shares; 2023Q3: 85,078 shares; 2023Q4: 81,695 shares 81,695 $4.02M 0.11% -3,383 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; 2022Q1: 121,528 shares; 2022Q2: 166,903 shares; 2022Q3: 229,764 shares; 2022Q4: 209,490 shares; 2023Q1: 460,306 shares; 2023Q2: 371,563 shares; 2023Q3: 315,848 shares; 2023Q4: 239,312 shares 239,312 $4.02M 0.11% -76,536 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 205,574 shares; 2023Q2: 211,713 shares; 2023Q3: 220,635 shares; 2023Q4: 214,481 shares 214,481 $4.01M 0.11% -6,154 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 18,371 shares; 2022Q2: 10,154 shares; 2022Q3: 12,106 shares; 2022Q4: 23,584 shares; 2023Q1: 59,935 shares; 2023Q2: 38,805 shares; 2023Q3: 55,279 shares; 2023Q4: 59,392 shares 59,392 $4M 0.11% +4,113 IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 113,507 shares; 2023Q2: 41,272 shares; 2023Q3: 34,940 shares; 2023Q4: 34,631 shares 34,631 $3.95M 0.11% -309 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 15,671 shares; 2022Q2: 21,184 shares; 2022Q3: 24,031 shares; 2022Q4: 22,238 shares; 2023Q1: 48,437 shares; 2023Q2: 55,251 shares; 2023Q3: 54,971 shares; 2023Q4: 37,930 shares 37,930 $3.94M 0.11% -17,041 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 163,816 shares 163,816 $3.94M 0.11% new Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 13,656 shares; 2022Q2: 19,227 shares; 2022Q3: 20,656 shares; 2022Q4: 19,162 shares; 2023Q1: 22,297 shares; 2023Q2: 22,845 shares; 2023Q3: 22,627 shares; 2023Q4: 23,337 shares 23,337 $3.9M 0.11% +710 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,821 shares; 2022Q2: 4,212 shares; 2022Q3: 13,797 shares; 2022Q4: 12,030 shares; 2023Q1: 65,669 shares; 2023Q2: 66,424 shares; 2023Q3: 63,425 shares; 2023Q4: 63,677 shares 63,677 $3.89M 0.11% +252 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,698 shares; 2022Q2: 2,767 shares; 2022Q3: 3,204 shares; 2022Q4: 3,421 shares; 2023Q1: 6,222 shares; 2023Q2: 6,906 shares; 2023Q3: 7,342 shares; 2023Q4: 8,252 shares 8,252 $3.86M 0.11% +910 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 9,260 shares; 2022Q4: 13,171 shares; 2023Q1: 65,303 shares; 2023Q2: 61,744 shares; 2023Q3: 60,760 shares; 2023Q4: 62,708 shares 62,708 $3.86M 0.11% +1,948 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 47,368 shares; 2022Q2: 58,899 shares; 2022Q3: 64,298 shares; 2022Q4: 63,890 shares; 2023Q1: 185,492 shares; 2023Q2: 175,211 shares; 2023Q3: 156,580 shares; 2023Q4: 131,691 shares 131,691 $3.79M 0.1% -24,889 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; 2022Q1: 4,613 shares; 2022Q2: 5,179 shares; 2022Q3: 5,819 shares; 2022Q4: 6,218 shares; 2023Q1: 21,771 shares; 2023Q2: 23,266 shares; 2023Q3: 17,441 shares; 2023Q4: 16,900 shares 16,900 $3.76M 0.1% -541 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 318,679 shares; 2022Q2: 198,549 shares; 2022Q3: 46,561 shares; 2022Q4: 36,212 shares; 2023Q1: 197,325 shares; 2023Q2: 203,715 shares; 2023Q3: 160,595 shares; 2023Q4: 109,882 shares 109,882 $3.74M 0.1% -50,713 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 9,101 shares; 2022Q2: 16,889 shares; 2022Q3: 18,681 shares; 2022Q4: 17,337 shares; 2023Q1: 35,909 shares; 2023Q2: 34,838 shares; 2023Q3: 30,660 shares; 2023Q4: 31,615 shares 31,615 $3.67M 0.1% +955 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 30,349 shares; 2022Q2: 77,745 shares; 2022Q3: 42,257 shares; 2022Q4: 23,089 shares; 2023Q1: 49,557 shares; 2023Q2: 21,548 shares; 2023Q3: 3,070 shares; 2023Q4: 36,925 shares 36,925 $3.66M 0.1% +33,855 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; 2022Q1: 6,143 shares; 2022Q2: 6,717 shares; 2022Q3: 8,341 shares; 2022Q4: 6,698 shares; 2023Q1: 17,528 shares; 2023Q2: 15,307 shares; 2023Q3: 14,305 shares; 2023Q4: 14,910 shares 14,910 $3.66M 0.1% +605 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 28,069 shares; 2023Q2: 28,271 shares; 2023Q3: 28,531 shares; 2023Q4: 30,576 shares 30,576 $3.62M 0.1% +2,045 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 43,236 shares; 2023Q2: 25,717 shares; 2023Q3: 45,939 shares; 2023Q4: 30,829 shares 30,829 $3.62M 0.1% -15,110 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 9,880 shares; 2022Q2: 10,980 shares; 2022Q3: 14,765 shares; 2022Q4: 7,904 shares; 2023Q1: 124,191 shares; 2023Q2: 132,266 shares; 2023Q3: 127,414 shares; 2023Q4: 124,978 shares 124,978 $3.58M 0.1% -2,436 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 25,830 shares; 2022Q2: 26,868 shares; 2022Q3: 36,113 shares; 2022Q4: 27,446 shares; 2023Q1: 93,003 shares; 2023Q2: 92,629 shares; 2023Q3: 87,464 shares; 2023Q4: 87,944 shares 87,944 $3.57M 0.1% +480 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,845 shares; 2022Q2: 7,260 shares; 2022Q3: 11,107 shares; 2022Q4: 7,386 shares; 2023Q1: 124,895 shares; 2023Q2: 132,882 shares; 2023Q3: 140,006 shares; 2023Q4: 136,044 shares 136,044 $3.55M 0.1% -3,962 AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 13,868 shares; 2023Q1: 162,182 shares; 2023Q2: 167,223 shares; 2023Q3: 168,016 shares; 2023Q4: 184,346 shares 184,346 $3.55M 0.1% +16,330 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 34,977 shares 34,977 $3.53M 0.1% new Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 78,223 shares; 2023Q2: 79,794 shares; 2023Q3: 81,725 shares; 2023Q4: 78,720 shares 78,720 $3.53M 0.1% -3,005 Timeline CGW 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; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 13,165 shares; 2022Q4: 13,693 shares; 2023Q1: 64,905 shares; 2023Q2: 63,699 shares; 2023Q3: 64,192 shares; 2023Q4: 66,134 shares 66,134 $3.51M 0.1% +1,942 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; 2022Q1: 3,611 shares; 2022Q2: 2,272 shares; 2022Q3: 2,809 shares; 2022Q4: 2,823 shares; 2023Q1: 14,057 shares; 2023Q2: 13,322 shares; 2023Q3: 13,043 shares; 2023Q4: 12,757 shares 12,757 $3.47M 0.09% -286 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,866 shares; 2022Q2: 4,553 shares; 2022Q3: 4,534 shares; 2022Q4: 4,616 shares; 2023Q1: 19,630 shares; 2023Q2: 56,750 shares; 2023Q3: 48,306 shares; 2023Q4: 47,260 shares 47,260 $3.46M 0.09% -1,046 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 119,119 shares; 2022Q2: 156,288 shares; 2022Q3: 191,635 shares; 2022Q4: 198,361 shares; 2023Q1: 195,905 shares; 2023Q2: 212,560 shares; 2023Q3: 213,515 shares; 2023Q4: 241,462 shares 241,462 $3.45M 0.09% +27,947 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 143,624 shares; 2023Q4: 158,168 shares 158,168 $3.41M 0.09% +14,544 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; 2022Q1: 13,658 shares; 2022Q2: 18,900 shares; 2022Q3: 25,196 shares; 2022Q4: 28,939 shares; 2023Q1: 67,779 shares; 2023Q2: 85,948 shares; 2023Q3: 67,215 shares; 2023Q4: 68,768 shares 68,768 $3.38M 0.09% +1,553 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 53,561 shares; 2022Q2: 26,381 shares; 2022Q3: 64,423 shares; 2022Q4: not reported; 2023Q1: 47,679 shares; 2023Q2: 49,572 shares; 2023Q3: 51,446 shares; 2023Q4: 54,261 shares 54,261 $3.36M 0.09% +2,815 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; 2022Q1: 274 shares; 2022Q2: 362 shares; 2022Q3: 384 shares; 2022Q4: 514 shares; 2023Q1: 842 shares; 2023Q2: 841 shares; 2023Q3: 827 shares; 2023Q4: 945 shares 945 $3.35M 0.09% +118 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; 2022Q1: 961 shares; 2022Q2: 1,180 shares; 2022Q3: 1,242 shares; 2022Q4: 1,601 shares; 2023Q1: 3,809 shares; 2023Q2: 4,422 shares; 2023Q3: 3,791 shares; 2023Q4: 10,700 shares 10,700 $3.34M 0.09% +6,909 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,917 shares; 2022Q2: 8,283 shares; 2022Q3: 9,068 shares; 2022Q4: 11,092 shares; 2023Q1: 35,402 shares; 2023Q2: 27,595 shares; 2023Q3: 26,220 shares; 2023Q4: 25,995 shares 25,995 $3.32M 0.09% -225 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 50,298 shares; 2023Q2: 50,449 shares; 2023Q3: 51,736 shares; 2023Q4: 50,625 shares 50,625 $3.32M 0.09% -1,111 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,990 shares; 2022Q2: 8,333 shares; 2022Q3: 5,954 shares; 2022Q4: 12,163 shares; 2023Q1: 20,674 shares; 2023Q2: 19,758 shares; 2023Q3: 19,377 shares; 2023Q4: 21,050 shares 21,050 $3.25M 0.09% +1,673 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,250 shares; 2022Q2: 4,124 shares; 2022Q3: 4,875 shares; 2022Q4: 5,080 shares; 2023Q1: 10,237 shares; 2023Q2: 12,199 shares; 2023Q3: 11,062 shares; 2023Q4: 11,178 shares 11,178 $3.25M 0.09% +116 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; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 22,130 shares; 2023Q2: 18,477 shares; 2023Q3: 14,573 shares; 2023Q4: 57,225 shares 57,225 $3.21M 0.09% +42,652 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,252 shares; 2022Q2: 1,649 shares; 2022Q3: 2,051 shares; 2022Q4: 2,035 shares; 2023Q1: 5,196 shares; 2023Q2: 5,204 shares; 2023Q3: 4,715 shares; 2023Q4: 5,138 shares 5,138 $3.21M 0.09% +423 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 11,848 shares; 2022Q2: 14,851 shares; 2022Q3: 16,637 shares; 2022Q4: 18,147 shares; 2023Q1: 43,645 shares; 2023Q2: 44,753 shares; 2023Q3: 34,801 shares; 2023Q4: 37,873 shares 37,873 $3.19M 0.09% +3,072 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 33,305 shares; 2022Q2: 3,801 shares; 2022Q3: 8,421 shares; 2022Q4: 4,053 shares; 2023Q1: 25,810 shares; 2023Q2: 16,101 shares; 2023Q3: 14,286 shares; 2023Q4: 16,438 shares 16,438 $3.16M 0.09% +2,152 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 32,854 shares; 2022Q2: 31,546 shares; 2022Q3: 29,149 shares; 2022Q4: 30,374 shares; 2023Q1: 74,466 shares; 2023Q2: 85,953 shares; 2023Q3: 68,666 shares; 2023Q4: 90,050 shares 90,050 $3.12M 0.09% +21,384 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 80,532 shares; 2023Q2: 83,319 shares; 2023Q3: 82,206 shares; 2023Q4: 80,436 shares 80,436 $3.11M 0.08% -1,770 Timeline SOUTHWESTERN ENERGY CO SOUTHWESTERN ENERGY CO More: the full row for SOUTHWESTERN ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 509,103 shares; 2023Q2: 495,952 shares; 2023Q3: 494,921 shares; 2023Q4: 474,111 shares 474,111 $3.11M 0.08% -20,810 IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 33,617 shares; 2022Q2: 57,901 shares; 2022Q3: 21,627 shares; 2022Q4: 15,880 shares; 2023Q1: 41,080 shares; 2023Q2: 49,447 shares; 2023Q3: 14,103 shares; 2023Q4: 29,341 shares 29,341 $3.06M 0.08% +15,238 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 40,480 shares; 2022Q2: 50,951 shares; 2022Q3: 61,469 shares; 2022Q4: 73,119 shares; 2023Q1: 79,696 shares; 2023Q2: 98,899 shares; 2023Q3: 138,088 shares; 2023Q4: 154,678 shares 154,678 $3.06M 0.08% +16,590 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 316,731 shares; 2023Q2: 331,216 shares; 2023Q3: 353,476 shares; 2023Q4: 347,807 shares 347,807 $3.06M 0.08% -5,669 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 80,736 shares; 2023Q3: 90,009 shares; 2023Q4: 107,330 shares 107,330 $3.03M 0.08% +17,321 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 143,172 shares; 2023Q2: 146,748 shares; 2023Q3: 148,154 shares; 2023Q4: 144,028 shares 144,028 $3.03M 0.08% -4,126 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 35,021 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 59,500 shares 59,500 $3.02M 0.08% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,277 shares; 2022Q2: 9,436 shares; 2022Q3: 9,543 shares; 2022Q4: 10,363 shares; 2023Q1: 14,906 shares; 2023Q2: 15,590 shares; 2023Q3: 15,201 shares; 2023Q4: 16,499 shares 16,499 $3M 0.08% +1,298 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,345 shares; 2022Q2: 9,410 shares; 2022Q3: 9,932 shares; 2022Q4: 8,824 shares; 2023Q1: 61,878 shares; 2023Q2: 39,930 shares; 2023Q3: 36,613 shares; 2023Q4: 36,137 shares 36,137 $2.99M 0.08% -476 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; 2022Q1: 4,522 shares; 2022Q2: 5,605 shares; 2022Q3: 7,206 shares; 2022Q4: 7,862 shares; 2023Q1: 12,442 shares; 2023Q2: 12,771 shares; 2023Q3: 11,990 shares; 2023Q4: 14,980 shares 14,980 $2.97M 0.08% +2,990 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 13,283 shares; 2022Q2: 12,553 shares; 2022Q3: 12,802 shares; 2022Q4: 14,219 shares; 2023Q1: 31,988 shares; 2023Q2: 22,414 shares; 2023Q3: 22,764 shares; 2023Q4: 22,961 shares 22,961 $2.97M 0.08% +197 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; 2022Q1: 812 shares; 2022Q2: 1,374 shares; 2022Q3: 1,409 shares; 2022Q4: 1,475 shares; 2023Q1: 3,620 shares; 2023Q2: 3,106 shares; 2023Q3: 2,830 shares; 2023Q4: 20,183 shares 20,183 $2.95M 0.08% +17,353 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 113,606 shares; 2023Q4: 114,745 shares 114,745 $2.94M 0.08% +1,139 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,268 shares; 2022Q2: 1,489 shares; 2022Q3: 1,677 shares; 2022Q4: 1,781 shares; 2023Q1: 4,254 shares; 2023Q2: 3,921 shares; 2023Q3: 3,606 shares; 2023Q4: 4,113 shares 4,113 $2.91M 0.08% +507 Timeline APARTMENT INCOME REIT CORP APARTMENT INCOME REIT CORP More: the full row for APARTMENT INCOME REIT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 83,601 shares; 2023Q2: 83,802 shares; 2023Q3: 83,555 shares; 2023Q4: 83,641 shares 83,641 $2.9M 0.08% +86 SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 59,403 shares; 2022Q2: 44,451 shares; 2022Q3: 40,978 shares; 2022Q4: 41,397 shares; 2023Q1: 88,743 shares; 2023Q2: 82,737 shares; 2023Q3: 78,786 shares; 2023Q4: 78,586 shares 78,586 $2.9M 0.08% -200 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 15,849 shares; 2022Q2: 16,878 shares; 2022Q3: 20,911 shares; 2022Q4: 17,905 shares; 2023Q1: 47,672 shares; 2023Q2: 40,598 shares; 2023Q3: 30,296 shares; 2023Q4: 30,203 shares 30,203 $2.9M 0.08% -93 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; 2022Q1: 1,295 shares; 2022Q2: 1,576 shares; 2022Q3: 1,976 shares; 2022Q4: 1,976 shares; 2023Q1: 3,536 shares; 2023Q2: 3,609 shares; 2023Q3: 3,698 shares; 2023Q4: 3,567 shares 3,567 $2.9M 0.08% -131 LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,840 shares; 2022Q2: 2,956 shares; 2022Q3: 3,315 shares; 2022Q4: 3,183 shares; 2023Q1: 27,126 shares; 2023Q2: 27,385 shares; 2023Q3: 28,285 shares; 2023Q4: 27,245 shares 27,245 $2.9M 0.08% -1,040 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; 2022Q1: 17,158 shares; 2022Q2: 20,470 shares; 2022Q3: 23,685 shares; 2022Q4: 29,217 shares; 2023Q1: 65,627 shares; 2023Q2: 73,471 shares; 2023Q3: 60,639 shares; 2023Q4: 55,211 shares 55,211 $2.83M 0.08% -5,428 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,868 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 36,478 shares; 2023Q2: 36,519 shares; 2023Q3: 36,259 shares; 2023Q4: 35,127 shares 35,127 $2.83M 0.08% -1,132 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,115 shares; 2022Q2: 2,470 shares; 2022Q3: 2,565 shares; 2022Q4: 2,772 shares; 2023Q1: 7,284 shares; 2023Q2: 5,720 shares; 2023Q3: 5,359 shares; 2023Q4: 6,366 shares 6,366 $2.8M 0.08% +1,007 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; 2022Q1: 3,071 shares; 2022Q2: 3,591 shares; 2022Q3: 3,521 shares; 2022Q4: 3,677 shares; 2023Q1: 9,444 shares; 2023Q2: 6,912 shares; 2023Q3: 5,863 shares; 2023Q4: 6,108 shares 6,108 $2.77M 0.08% +245 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 991 shares; 2022Q2: 1,068 shares; 2022Q3: 1,228 shares; 2022Q4: 1,506 shares; 2023Q1: 2,695 shares; 2023Q2: 3,446 shares; 2023Q3: 3,220 shares; 2023Q4: 3,437 shares 3,437 $2.77M 0.08% +217 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 25,223 shares; 2022Q2: 26,777 shares; 2022Q3: 24,261 shares; 2022Q4: 27,125 shares; 2023Q1: 35,745 shares; 2023Q2: 38,062 shares; 2023Q3: 40,071 shares; 2023Q4: 54,674 shares 54,674 $2.74M 0.07% +14,603 Timeline MCW MISTER CAR WASH INC More: the full row for MISTER CAR WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 112,198 shares; 2023Q2: 120,324 shares; 2023Q3: 323,254 shares; 2023Q4: 316,291 shares 316,291 $2.73M 0.07% -6,963 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 37,226 shares; 2023Q2: 27,551 shares; 2023Q3: 24,290 shares; 2023Q4: 23,002 shares 23,002 $2.7M 0.07% -1,288 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; 2022Q1: 4,891 shares; 2022Q2: 5,278 shares; 2022Q3: 5,747 shares; 2022Q4: 5,980 shares; 2023Q1: 13,195 shares; 2023Q2: 12,753 shares; 2023Q3: 12,020 shares; 2023Q4: 12,703 shares 12,703 $2.68M 0.07% +683 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 73,961 shares; 2023Q2: 73,768 shares; 2023Q3: 73,288 shares; 2023Q4: 73,289 shares 73,289 $2.68M 0.07% +1 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 86,496 shares; 2023Q2: 86,863 shares; 2023Q3: 87,045 shares; 2023Q4: 85,067 shares 85,067 $2.66M 0.07% -1,978 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 98,466 shares; 2023Q2: 99,299 shares; 2023Q3: 64,222 shares; 2023Q4: 61,615 shares 61,615 $2.66M 0.07% -2,607 Timeline ORANY ORANGE SPONSORED ADR More: the full row for ORANGE SPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 99,267 shares; 2022Q2: 120,071 shares; 2022Q3: 152,705 shares; 2022Q4: 180,771 shares; 2023Q1: 185,065 shares; 2023Q2: 180,530 shares; 2023Q3: 212,343 shares; 2023Q4: 232,274 shares 232,274 $2.65M 0.07% +19,931 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 72,378 shares; 2023Q3: 74,700 shares; 2023Q4: 88,128 shares 88,128 $2.63M 0.07% +13,428 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,945 shares; 2022Q2: 9,817 shares; 2022Q3: 10,133 shares; 2022Q4: 11,170 shares; 2023Q1: 32,592 shares; 2023Q2: 28,439 shares; 2023Q3: 22,083 shares; 2023Q4: 23,974 shares 23,974 $2.6M 0.07% +1,891 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; 2022Q1: 4,957 shares; 2022Q2: 5,758 shares; 2022Q3: 7,186 shares; 2022Q4: 8,394 shares; 2023Q1: 12,004 shares; 2023Q2: 11,381 shares; 2023Q3: 9,857 shares; 2023Q4: 10,802 shares 10,802 $2.6M 0.07% +945 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; 2022Q1: 6,159 shares; 2022Q2: 6,989 shares; 2022Q3: 7,385 shares; 2022Q4: 9,445 shares; 2023Q1: 26,923 shares; 2023Q2: 28,039 shares; 2023Q3: 29,604 shares; 2023Q4: 44,809 shares 44,809 $2.57M 0.07% +15,205 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; 2022Q1: 12,527 shares; 2022Q2: 15,032 shares; 2022Q3: 22,739 shares; 2022Q4: 24,114 shares; 2023Q1: 51,034 shares; 2023Q2: 46,042 shares; 2023Q3: 41,793 shares; 2023Q4: 42,326 shares 42,326 $2.57M 0.07% +533 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; 2022Q1: 7,278 shares; 2022Q2: 8,257 shares; 2022Q3: 6,648 shares; 2022Q4: 7,507 shares; 2023Q1: 16,881 shares; 2023Q2: 15,324 shares; 2023Q3: 14,271 shares; 2023Q4: 14,310 shares 14,310 $2.56M 0.07% +39 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; 2022Q1: 4,260 shares; 2022Q2: 4,662 shares; 2022Q3: 5,051 shares; 2022Q4: 5,198 shares; 2023Q1: 19,152 shares; 2023Q2: 15,193 shares; 2023Q3: 12,567 shares; 2023Q4: 13,669 shares 13,669 $2.56M 0.07% +1,102 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; 2022Q1: 9,235 shares; 2022Q2: 14,435 shares; 2022Q3: 18,425 shares; 2022Q4: 16,820 shares; 2023Q1: 37,915 shares; 2023Q2: 32,264 shares; 2023Q3: 29,695 shares; 2023Q4: 32,416 shares 32,416 $2.56M 0.07% +2,721 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; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 7,803 shares; 2023Q2: 48,050 shares; 2023Q3: 30,430 shares; 2023Q4: 32,839 shares 32,839 $2.54M 0.07% +2,409 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,967 shares; 2022Q2: 7,874 shares; 2022Q3: 9,331 shares; 2022Q4: 9,952 shares; 2023Q1: 20,306 shares; 2023Q2: 19,357 shares; 2023Q3: 17,864 shares; 2023Q4: 14,870 shares 14,870 $2.53M 0.07% -2,994 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 94,737 shares; 2022Q2: 139,211 shares; 2022Q3: 205,486 shares; 2022Q4: 280,335 shares; 2023Q1: 248,783 shares; 2023Q2: 146,802 shares; 2023Q3: 145,690 shares; 2023Q4: 124,348 shares 124,348 $2.52M 0.07% -21,342 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 36,140 shares; 2022Q2: 45,371 shares; 2022Q3: 54,903 shares; 2022Q4: 57,425 shares; 2023Q1: 66,279 shares; 2023Q2: 76,385 shares; 2023Q3: 84,542 shares; 2023Q4: 102,102 shares 102,102 $2.51M 0.07% +17,560 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 260,667 shares; 2023Q2: 267,642 shares; 2023Q3: 266,990 shares; 2023Q4: 310,481 shares 310,481 $2.51M 0.07% +43,491 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,428 shares; 2022Q2: 6,401 shares; 2022Q3: 7,094 shares; 2022Q4: 7,938 shares; 2023Q1: 26,802 shares; 2023Q2: 24,759 shares; 2023Q3: 20,667 shares; 2023Q4: 22,873 shares 22,873 $2.5M 0.07% +2,206 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 117,863 shares; 2023Q2: 121,430 shares; 2023Q3: 123,369 shares; 2023Q4: 123,116 shares 123,116 $2.49M 0.07% -253 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 49,686 shares; 2023Q2: 50,437 shares; 2023Q3: 46,974 shares; 2023Q4: 45,411 shares 45,411 $2.49M 0.07% -1,563 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 11,346 shares; 2023Q2: 39,613 shares; 2023Q3: 41,885 shares; 2023Q4: 42,603 shares 42,603 $2.49M 0.07% +718 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,910 shares; 2022Q2: 4,601 shares; 2022Q3: 5,691 shares; 2022Q4: 6,629 shares; 2023Q1: 17,028 shares; 2023Q2: 17,369 shares; 2023Q3: 15,495 shares; 2023Q4: 26,257 shares 26,257 $2.48M 0.07% +10,762 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,435 shares; 2022Q2: 5,574 shares; 2022Q3: 4,606 shares; 2022Q4: 4,164 shares; 2023Q1: 9,546 shares; 2023Q2: 10,300 shares; 2023Q3: 12,146 shares; 2023Q4: 12,039 shares 12,039 $2.48M 0.07% -107 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 40,551 shares; 2023Q2: 22,879 shares; 2023Q3: 22,284 shares; 2023Q4: 23,123 shares 23,123 $2.43M 0.07% +839 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; 2022Q1: 1,893 shares; 2022Q2: 2,387 shares; 2022Q3: 2,812 shares; 2022Q4: 3,008 shares; 2023Q1: 6,914 shares; 2023Q2: 6,841 shares; 2023Q3: 8,030 shares; 2023Q4: 8,108 shares 8,108 $2.43M 0.07% +78 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; 2022Q1: 117,355 shares; 2022Q2: 86,909 shares; 2022Q3: 129,566 shares; 2022Q4: not reported; 2023Q1: 95,854 shares; 2023Q2: 78,703 shares; 2023Q3: 43,782 shares; 2023Q4: 50,609 shares 50,609 $2.42M 0.07% +6,827 Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 60,506 shares; 2023Q3: 61,501 shares; 2023Q4: 76,235 shares 76,235 $2.42M 0.07% +14,734 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; 2022Q1: 832 shares; 2022Q2: 809 shares; 2022Q3: 809 shares; 2022Q4: 809 shares; 2023Q1: 6,421 shares; 2023Q2: 9,174 shares; 2023Q3: 8,554 shares; 2023Q4: 5,004 shares 5,004 $2.42M 0.07% -3,550 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 42,221 shares; 2023Q2: 44,659 shares; 2023Q3: 46,022 shares; 2023Q4: 45,836 shares 45,836 $2.42M 0.07% -186 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,442 shares; 2022Q2: 10,433 shares; 2022Q3: 12,419 shares; 2022Q4: 13,604 shares; 2023Q1: 24,105 shares; 2023Q2: 46,413 shares; 2023Q3: 45,043 shares; 2023Q4: 35,042 shares 35,042 $2.41M 0.07% -10,001 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 10,095 shares; 2022Q2: 11,527 shares; 2022Q3: 12,283 shares; 2022Q4: 11,539 shares; 2023Q1: 52,621 shares; 2023Q2: 53,400 shares; 2023Q3: 58,581 shares; 2023Q4: 55,160 shares 55,160 $2.38M 0.07% -3,421 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 19,498 shares; 2023Q2: 18,116 shares; 2023Q3: 23,215 shares; 2023Q4: 23,293 shares 23,293 $2.36M 0.06% +78 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 16,977 shares; 2023Q2: 26,210 shares; 2023Q3: 26,215 shares; 2023Q4: 25,113 shares 25,113 $2.35M 0.06% -1,102 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,752 shares; 2022Q2: 3,251 shares; 2022Q3: 4,159 shares; 2022Q4: 4,491 shares; 2023Q1: 9,314 shares; 2023Q2: 9,193 shares; 2023Q3: 8,085 shares; 2023Q4: 17,620 shares 17,620 $2.34M 0.06% +9,535 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 22,069 shares; 2022Q2: 28,763 shares; 2022Q3: 32,787 shares; 2022Q4: 39,083 shares; 2023Q1: 46,659 shares; 2023Q2: 58,659 shares; 2023Q3: 59,706 shares; 2023Q4: 65,123 shares 65,123 $2.33M 0.06% +5,417 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; 2022Q1: 11,198 shares; 2022Q2: 15,763 shares; 2022Q3: 16,282 shares; 2022Q4: 18,719 shares; 2023Q1: 28,652 shares; 2023Q2: 26,132 shares; 2023Q3: 24,322 shares; 2023Q4: 23,885 shares 23,885 $2.32M 0.06% -437 Timeline MLCO MELCO RESORTS AND ENTMNT LTD More: the full row for MELCO RESORTS AND ENTMNT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 248,757 shares; 2023Q2: 256,008 shares; 2023Q3: 266,525 shares; 2023Q4: 262,028 shares 262,028 $2.32M 0.06% -4,497 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,834 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 15,013 shares; 2023Q1: 24,643 shares; 2023Q2: 35,768 shares; 2023Q3: 36,282 shares; 2023Q4: 35,488 shares 35,488 $2.3M 0.06% -794 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 12,850 shares; 2023Q3: 13,079 shares; 2023Q4: 12,663 shares 12,663 $2.3M 0.06% -416 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 44,335 shares; 2023Q2: 44,387 shares; 2023Q3: 41,672 shares; 2023Q4: 40,631 shares 40,631 $2.29M 0.06% -1,041 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,146 shares; 2022Q2: 10,269 shares; 2022Q3: 12,740 shares; 2022Q4: 9,609 shares; 2023Q1: 49,685 shares; 2023Q2: 51,335 shares; 2023Q3: 56,583 shares; 2023Q4: 55,766 shares 55,766 $2.27M 0.06% -817 Timeline MNRO MONRO INC More: the full row for MONRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 54,860 shares; 2023Q3: 79,671 shares; 2023Q4: 77,255 shares 77,255 $2.27M 0.06% -2,416 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 63,899 shares; 2023Q3: 69,641 shares; 2023Q4: 68,509 shares 68,509 $2.24M 0.06% -1,132 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; 2022Q1: 1,207 shares; 2022Q2: 1,239 shares; 2022Q3: 1,344 shares; 2022Q4: 1,433 shares; 2023Q1: 2,624 shares; 2023Q2: 2,619 shares; 2023Q3: 2,442 shares; 2023Q4: 2,849 shares 2,849 $2.23M 0.06% +407 GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 54,019 shares; 2023Q2: 55,730 shares; 2023Q3: 59,681 shares; 2023Q4: 58,642 shares 58,642 $2.22M 0.06% -1,039 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,285 shares; 2022Q2: 1,494 shares; 2022Q3: 2,540 shares; 2022Q4: 1,831 shares; 2023Q1: 2,954 shares; 2023Q2: 2,944 shares; 2023Q3: 2,771 shares; 2023Q4: 4,310 shares 4,310 $2.22M 0.06% +1,539 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; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 8,752 shares; 2023Q2: 41,285 shares; 2023Q3: 9,317 shares; 2023Q4: 28,767 shares 28,767 $2.2M 0.06% +19,450 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,033 shares; 2022Q2: 7,889 shares; 2022Q3: 8,799 shares; 2022Q4: 8,210 shares; 2023Q1: 12,201 shares; 2023Q2: 13,130 shares; 2023Q3: 12,480 shares; 2023Q4: 13,221 shares 13,221 $2.18M 0.06% +741 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,672 shares; 2022Q2: 10,039 shares; 2022Q3: 11,868 shares; 2022Q4: 13,021 shares; 2023Q1: 47,781 shares; 2023Q2: 26,412 shares; 2023Q3: 25,867 shares; 2023Q4: 22,959 shares 22,959 $2.14M 0.06% -2,908 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 16,605 shares; 2023Q2: 70,707 shares; 2023Q3: 73,150 shares; 2023Q4: 75,600 shares 75,600 $2.14M 0.06% +2,450 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; 2022Q1: 9,159 shares; 2022Q2: 10,732 shares; 2022Q3: 13,004 shares; 2022Q4: 10,534 shares; 2023Q1: 37,292 shares; 2023Q2: 25,219 shares; 2023Q3: 21,468 shares; 2023Q4: 21,866 shares 21,866 $2.12M 0.06% +398 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,153 shares; 2022Q2: 3,119 shares; 2022Q3: 2,558 shares; 2022Q4: 3,240 shares; 2023Q1: 5,017 shares; 2023Q2: 5,598 shares; 2023Q3: 4,196 shares; 2023Q4: 4,454 shares 4,454 $2.1M 0.06% +258 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 41,710 shares; 2022Q2: 51,739 shares; 2022Q3: 42,122 shares; 2022Q4: 32,862 shares; 2023Q1: 39,051 shares; 2023Q2: 42,864 shares; 2023Q3: 42,956 shares; 2023Q4: 48,117 shares 48,117 $2.1M 0.06% +5,161 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,634 shares; 2022Q2: 2,159 shares; 2022Q3: 2,559 shares; 2022Q4: 3,381 shares; 2023Q1: 7,528 shares; 2023Q2: 5,616 shares; 2023Q3: 5,131 shares; 2023Q4: 5,158 shares 5,158 $2.06M 0.06% +27 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; 2022Q1: 5,789 shares; 2022Q2: 6,478 shares; 2022Q3: 8,547 shares; 2022Q4: 7,583 shares; 2023Q1: 14,932 shares; 2023Q2: 13,428 shares; 2023Q3: 12,856 shares; 2023Q4: 13,142 shares 13,142 $2.04M 0.06% +286 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 5,537 shares; 2023Q1: 26,743 shares; 2023Q2: 26,467 shares; 2023Q3: 20,095 shares; 2023Q4: 19,842 shares 19,842 $2.02M 0.06% -253 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; 2022Q1: 6,983 shares; 2022Q2: 8,184 shares; 2022Q3: 9,553 shares; 2022Q4: 10,757 shares; 2023Q1: 29,194 shares; 2023Q2: 33,238 shares; 2023Q3: 24,966 shares; 2023Q4: 27,509 shares 27,509 $1.99M 0.05% +2,543 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 82,723 shares 82,723 $1.97M 0.05% new UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 24,832 shares; 2023Q1: 38,789 shares; 2023Q2: 40,325 shares; 2023Q3: 40,956 shares; 2023Q4: 40,481 shares 40,481 $1.96M 0.05% -475 CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 574 shares; 2022Q2: 804 shares; 2022Q3: 1,013 shares; 2022Q4: 1,171 shares; 2023Q1: 1,657 shares; 2023Q2: 1,666 shares; 2023Q3: 1,481 shares; 2023Q4: 3,224 shares 3,224 $1.94M 0.05% +1,743 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; 2022Q1: 4,809 shares; 2022Q2: 6,146 shares; 2022Q3: 7,920 shares; 2022Q4: 9,262 shares; 2023Q1: 22,968 shares; 2023Q2: 23,987 shares; 2023Q3: 21,056 shares; 2023Q4: 20,632 shares 20,632 $1.94M 0.05% -424 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 15,792 shares; 2022Q2: 21,272 shares; 2022Q3: 36,717 shares; 2022Q4: 30,637 shares; 2023Q1: 41,683 shares; 2023Q2: 34,934 shares; 2023Q3: 36,546 shares; 2023Q4: 44,360 shares 44,360 $1.92M 0.05% +7,814 Timeline VNM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 141,022 shares; 2023Q2: 147,110 shares; 2023Q3: 151,760 shares; 2023Q4: 148,125 shares 148,125 $1.91M 0.05% -3,635 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 21,221 shares; 2022Q2: 28,095 shares; 2022Q3: 28,768 shares; 2022Q4: 28,468 shares; 2023Q1: 75,839 shares; 2023Q2: 64,964 shares; 2023Q3: 46,993 shares; 2023Q4: 46,914 shares 46,914 $1.89M 0.05% -79 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 27,281 shares 27,281 $1.89M 0.05% new Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 148,797 shares; 2023Q2: 149,733 shares; 2023Q3: 158,458 shares; 2023Q4: 155,477 shares 155,477 $1.89M 0.05% -2,981 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,276 shares; 2022Q2: 1,859 shares; 2022Q3: 1,929 shares; 2022Q4: 1,623 shares; 2023Q1: 5,851 shares; 2023Q2: 5,887 shares; 2023Q3: 5,798 shares; 2023Q4: 5,709 shares 5,709 $1.88M 0.05% -89 Timeline BV BRIGHTVIEW HLDGS INC More: the full row for BRIGHTVIEW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 197,451 shares; 2023Q2: 213,501 shares; 2023Q3: 223,404 shares; 2023Q4: 221,007 shares 221,007 $1.86M 0.05% -2,397 Timeline PSP 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; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 46,535 shares; 2023Q4: 29,888 shares 29,888 $1.86M 0.05% -16,647 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,410 shares; 2022Q2: 4,946 shares; 2022Q3: 6,031 shares; 2022Q4: 6,100 shares; 2023Q1: 10,988 shares; 2023Q2: 12,149 shares; 2023Q3: 11,338 shares; 2023Q4: 11,607 shares 11,607 $1.85M 0.05% +269 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; 2022Q1: 2,645 shares; 2022Q2: 3,327 shares; 2022Q3: 4,182 shares; 2022Q4: 3,977 shares; 2023Q1: 9,670 shares; 2023Q2: 7,398 shares; 2023Q3: 6,901 shares; 2023Q4: 8,533 shares 8,533 $1.84M 0.05% +1,632 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,660 shares; 2022Q2: 2,800 shares; 2022Q3: 2,980 shares; 2022Q4: 3,407 shares; 2023Q1: 7,092 shares; 2023Q2: 9,448 shares; 2023Q3: 7,686 shares; 2023Q4: 8,151 shares 8,151 $1.84M 0.05% +465 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 334 shares; 2022Q2: 326 shares; 2022Q3: 467 shares; 2022Q4: 472 shares; 2023Q1: 733 shares; 2023Q2: 936 shares; 2023Q3: 765 shares; 2023Q4: 803 shares 803 $1.84M 0.05% +38 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 12,314 shares; 2022Q2: 12,458 shares; 2022Q3: 9,200 shares; 2022Q4: 4,064 shares; 2023Q1: 19,943 shares; 2023Q2: 14,986 shares; 2023Q3: 32,256 shares; 2023Q4: 20,721 shares 20,721 $1.83M 0.05% -11,535 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; 2022Q1: 3,882 shares; 2022Q2: 5,295 shares; 2022Q3: 12,076 shares; 2022Q4: 11,599 shares; 2023Q1: 17,874 shares; 2023Q2: 21,127 shares; 2023Q3: 18,133 shares; 2023Q4: 22,953 shares 22,953 $1.83M 0.05% +4,820 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 16,930 shares; 2022Q2: 17,191 shares; 2022Q3: 18,020 shares; 2022Q4: 18,611 shares; 2023Q1: 21,751 shares; 2023Q2: 19,975 shares; 2023Q3: 20,522 shares; 2023Q4: 21,038 shares 21,038 $1.83M 0.05% +516 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; 2022Q1: 10,650 shares; 2022Q2: 12,329 shares; 2022Q3: 8,556 shares; 2022Q4: 13,840 shares; 2023Q1: 32,103 shares; 2023Q2: 39,734 shares; 2023Q3: 24,687 shares; 2023Q4: 27,962 shares 27,962 $1.82M 0.05% +3,275 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,359 shares; 2022Q2: 4,000 shares; 2022Q3: 3,965 shares; 2022Q4: 4,168 shares; 2023Q1: 7,764 shares; 2023Q2: 6,812 shares; 2023Q3: 6,618 shares; 2023Q4: 7,012 shares 7,012 $1.82M 0.05% +394 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,126 shares; 2022Q2: 3,126 shares; 2022Q3: 5,436 shares; 2022Q4: 5,686 shares; 2023Q1: 7,832 shares; 2023Q2: 8,343 shares; 2023Q3: 7,740 shares; 2023Q4: 7,579 shares 7,579 $1.82M 0.05% -161 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,752 shares; 2022Q2: 11,762 shares; 2022Q3: 12,150 shares; 2022Q4: 13,702 shares; 2023Q1: 59,515 shares; 2023Q2: 38,170 shares; 2023Q3: 34,565 shares; 2023Q4: 34,631 shares 34,631 $1.8M 0.05% +66 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,704 shares; 2022Q2: 2,748 shares; 2022Q3: 3,189 shares; 2022Q4: 3,276 shares; 2023Q1: 11,463 shares; 2023Q2: 11,875 shares; 2023Q3: 11,512 shares; 2023Q4: 12,468 shares 12,468 $1.8M 0.05% +956 MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 11,343 shares; 2022Q2: 15,252 shares; 2022Q3: 19,455 shares; 2022Q4: 20,917 shares; 2023Q1: 26,257 shares; 2023Q2: 24,775 shares; 2023Q3: 25,830 shares; 2023Q4: 27,065 shares 27,065 $1.79M 0.05% +1,235 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; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 11,928 shares; 2023Q2: 12,840 shares; 2023Q3: 8,660 shares; 2023Q4: 8,112 shares 8,112 $1.78M 0.05% -548 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; 2022Q1: 15,423 shares; 2022Q2: 11,261 shares; 2022Q3: 14,671 shares; 2022Q4: 13,721 shares; 2023Q1: 28,677 shares; 2023Q2: 23,023 shares; 2023Q3: 20,012 shares; 2023Q4: 21,841 shares 21,841 $1.77M 0.05% +1,829 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; 2022Q1: 2,610 shares; 2022Q2: 3,181 shares; 2022Q3: 3,558 shares; 2022Q4: 3,838 shares; 2023Q1: 7,987 shares; 2023Q2: 6,960 shares; 2023Q3: 6,713 shares; 2023Q4: 6,744 shares 6,744 $1.77M 0.05% +31 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,428 shares; 2022Q2: 10,034 shares; 2022Q3: 11,346 shares; 2022Q4: 11,638 shares; 2023Q1: 15,678 shares; 2023Q2: 15,871 shares; 2023Q3: 15,824 shares; 2023Q4: 16,636 shares 16,636 $1.77M 0.05% +812 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; 2022Q1: 8,371 shares; 2022Q2: 9,869 shares; 2022Q3: 10,263 shares; 2022Q4: 11,121 shares; 2023Q1: 18,524 shares; 2023Q2: 17,900 shares; 2023Q3: 18,437 shares; 2023Q4: 14,524 shares 14,524 $1.76M 0.05% -3,913 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 36,560 shares; 2023Q2: 31,301 shares; 2023Q3: 27,703 shares; 2023Q4: 23,070 shares 23,070 $1.76M 0.05% -4,633 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; 2022Q1: 2,365 shares; 2022Q2: 2,837 shares; 2022Q3: 5,032 shares; 2022Q4: 5,261 shares; 2023Q1: 9,254 shares; 2023Q2: 10,097 shares; 2023Q3: 8,969 shares; 2023Q4: 9,219 shares 9,219 $1.76M 0.05% +250 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,615 shares; 2022Q2: 6,855 shares; 2022Q3: 7,284 shares; 2022Q4: 7,858 shares; 2023Q1: 14,720 shares; 2023Q2: 14,558 shares; 2023Q3: 13,500 shares; 2023Q4: 13,349 shares 13,349 $1.74M 0.05% -151 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,685 shares; 2022Q2: 4,053 shares; 2022Q3: 8,594 shares; 2022Q4: 9,488 shares; 2023Q1: 16,275 shares; 2023Q2: 14,950 shares; 2023Q3: 12,604 shares; 2023Q4: 11,617 shares 11,617 $1.72M 0.05% -987 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 4,049 shares; 2022Q4: not reported; 2023Q1: 24,734 shares; 2023Q2: 26,970 shares; 2023Q3: 26,770 shares; 2023Q4: 24,546 shares 24,546 $1.72M 0.05% -2,224 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 503 shares; 2022Q4: 1,042 shares; 2023Q1: 1,187 shares; 2023Q2: 899 shares; 2023Q3: 742 shares; 2023Q4: 1,471 shares 1,471 $1.71M 0.05% +729 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 10,963 shares; 2022Q2: 13,325 shares; 2022Q3: 15,185 shares; 2022Q4: 13,550 shares; 2023Q1: 32,547 shares; 2023Q2: 41,105 shares; 2023Q3: 24,396 shares; 2023Q4: 24,352 shares 24,352 $1.71M 0.05% -44 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,561 shares; 2022Q2: 1,220 shares; 2022Q3: 1,343 shares; 2022Q4: not reported; 2023Q1: 14,570 shares; 2023Q2: 16,880 shares; 2023Q3: 16,419 shares; 2023Q4: 6,665 shares 6,665 $1.7M 0.05% -9,754 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2,422 shares; 2023Q2: 2,431 shares; 2023Q3: 2,423 shares; 2023Q4: 2,426 shares 2,426 $1.69M 0.05% +3 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; 2022Q1: 1,403 shares; 2022Q2: 2,059 shares; 2022Q3: 2,706 shares; 2022Q4: 2,865 shares; 2023Q1: 6,290 shares; 2023Q2: 6,440 shares; 2023Q3: 6,739 shares; 2023Q4: 6,138 shares 6,138 $1.68M 0.05% -601 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,547 shares; 2022Q2: 6,576 shares; 2022Q3: 7,718 shares; 2022Q4: 8,170 shares; 2023Q1: 10,932 shares; 2023Q2: 11,441 shares; 2023Q3: 11,250 shares; 2023Q4: 12,262 shares 12,262 $1.68M 0.05% +1,012 Timeline INSEEGO CORP INSEEGO CORP More: the full row for INSEEGO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,614,830 shares 7,614,830 $1.67M 0.05% new OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,274 shares; 2022Q2: 8,520 shares; 2022Q3: 11,812 shares; 2022Q4: 10,999 shares; 2023Q1: 20,088 shares; 2023Q2: 19,820 shares; 2023Q3: 19,147 shares; 2023Q4: 18,965 shares 18,965 $1.64M 0.04% -182 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 29,347 shares; 2022Q2: 28,853 shares; 2022Q3: 29,790 shares; 2022Q4: 34,176 shares; 2023Q1: 36,322 shares; 2023Q2: 43,052 shares; 2023Q3: 37,742 shares; 2023Q4: 36,515 shares 36,515 $1.63M 0.04% -1,227 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 981 shares; 2023Q2: 916 shares; 2023Q3: 975 shares; 2023Q4: 1,032 shares 1,032 $1.62M 0.04% +57 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 33,648 shares 33,648 $1.62M 0.04% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 12,336 shares; 2022Q2: 9,579 shares; 2022Q3: 10,632 shares; 2022Q4: 11,270 shares; 2023Q1: 15,815 shares; 2023Q2: 15,086 shares; 2023Q3: 15,386 shares; 2023Q4: 24,851 shares 24,851 $1.61M 0.04% +9,465 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,771 shares; 2023Q1: 7,126 shares; 2023Q2: 24,690 shares; 2023Q3: 23,384 shares; 2023Q4: 17,208 shares 17,208 $1.6M 0.04% -6,176 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 5,158 shares; 2022Q4: 4,952 shares; 2023Q1: 11,735 shares; 2023Q2: 15,263 shares; 2023Q3: 12,308 shares; 2023Q4: 14,183 shares 14,183 $1.58M 0.04% +1,875 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 68,564 shares; 2023Q3: 74,969 shares; 2023Q4: 74,301 shares 74,301 $1.58M 0.04% -668 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; 2022Q1: 9,211 shares; 2022Q2: 9,219 shares; 2022Q3: 9,811 shares; 2022Q4: 14,965 shares; 2023Q1: 20,883 shares; 2023Q2: 21,686 shares; 2023Q3: 22,507 shares; 2023Q4: 23,231 shares 23,231 $1.57M 0.04% +724 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4,437 shares; 2023Q2: 4,437 shares; 2023Q3: 6,456 shares; 2023Q4: 5,812 shares 5,812 $1.57M 0.04% -644 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 804 shares; 2022Q2: 854 shares; 2022Q3: 2,856 shares; 2022Q4: 2,527 shares; 2023Q1: 5,283 shares; 2023Q2: 5,708 shares; 2023Q3: 5,326 shares; 2023Q4: 5,309 shares 5,309 $1.57M 0.04% -17 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; 2022Q1: 3,160 shares; 2022Q2: 4,311 shares; 2022Q3: 3,987 shares; 2022Q4: 5,060 shares; 2023Q1: 7,880 shares; 2023Q2: 7,832 shares; 2023Q3: 6,594 shares; 2023Q4: 6,918 shares 6,918 $1.56M 0.04% +324 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; 2022Q1: 1,339 shares; 2022Q2: 1,485 shares; 2022Q3: 1,606 shares; 2022Q4: 2,073 shares; 2023Q1: 3,486 shares; 2023Q2: 2,986 shares; 2023Q3: 2,804 shares; 2023Q4: 2,799 shares 2,799 $1.55M 0.04% -5 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; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 6,039 shares; 2022Q4: 6,837 shares; 2023Q1: 15,156 shares; 2023Q2: 16,759 shares; 2023Q3: 16,768 shares; 2023Q4: 17,136 shares 17,136 $1.55M 0.04% +368 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 87,456 shares; 2022Q3: 95,336 shares; 2022Q4: 91,422 shares; 2023Q1: 108,687 shares; 2023Q2: 111,835 shares; 2023Q3: 118,441 shares; 2023Q4: 118,432 shares 118,432 $1.54M 0.04% -9 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 1,585 shares; 2022Q4: 2,185 shares; 2023Q1: 12,617 shares; 2023Q2: 9,978 shares; 2023Q3: 8,218 shares; 2023Q4: 7,723 shares 7,723 $1.54M 0.04% -495 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; 2022Q1: 45,167 shares; 2022Q2: 42,129 shares; 2022Q3: 23,161 shares; 2022Q4: 23,068 shares; 2023Q1: 103,102 shares; 2023Q2: 38,762 shares; 2023Q3: 36,076 shares; 2023Q4: 40,842 shares 40,842 $1.54M 0.04% +4,766 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,777 shares; 2022Q2: 4,857 shares; 2022Q3: 4,967 shares; 2022Q4: 6,483 shares; 2023Q1: 16,501 shares; 2023Q2: 15,454 shares; 2023Q3: 12,890 shares; 2023Q4: 11,511 shares 11,511 $1.53M 0.04% -1,379 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 46,841 shares; 2023Q2: 37,088 shares; 2023Q3: 35,598 shares; 2023Q4: 38,904 shares 38,904 $1.52M 0.04% +3,306 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,916 shares; 2022Q2: 4,923 shares; 2022Q3: 5,718 shares; 2022Q4: 6,810 shares; 2023Q1: 16,192 shares; 2023Q2: 15,742 shares; 2023Q3: 15,352 shares; 2023Q4: 15,238 shares 15,238 $1.51M 0.04% -114 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 116,988 shares; 2023Q2: 8,749 shares; 2023Q3: 8,725 shares; 2023Q4: 8,641 shares 8,641 $1.5M 0.04% -84 Timeline WOOF PETCO HEALTH & WELLNESS CO I More: the full row for PETCO HEALTH & WELLNESS CO I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 281,199 shares; 2023Q2: 296,818 shares; 2023Q3: 466,460 shares; 2023Q4: 469,675 shares 469,675 $1.48M 0.04% +3,215 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 23,041 shares; 2022Q3: 40,202 shares; 2022Q4: 38,813 shares; 2023Q1: 59,001 shares; 2023Q2: 64,641 shares; 2023Q3: 44,416 shares; 2023Q4: 46,331 shares 46,331 $1.48M 0.04% +1,915 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 14,938 shares; 2022Q2: 18,920 shares; 2022Q3: 25,927 shares; 2022Q4: 22,640 shares; 2023Q1: 50,770 shares; 2023Q2: 40,424 shares; 2023Q3: 23,641 shares; 2023Q4: 27,791 shares 27,791 $1.43M 0.04% +4,150 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,117 shares; 2022Q2: 4,759 shares; 2022Q3: 5,483 shares; 2022Q4: 6,182 shares; 2023Q1: 9,172 shares; 2023Q2: 8,231 shares; 2023Q3: 11,669 shares; 2023Q4: 19,748 shares 19,748 $1.43M 0.04% +8,079 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; 2022Q1: 113,061 shares; 2022Q2: 58,575 shares; 2022Q3: 113,998 shares; 2022Q4: 29,433 shares; 2023Q1: 92,766 shares; 2023Q2: 52,090 shares; 2023Q3: 29,670 shares; 2023Q4: 34,493 shares 34,493 $1.42M 0.04% +4,823 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2,600 shares; 2023Q2: 2,693 shares; 2023Q3: 2,528 shares; 2023Q4: 6,563 shares 6,563 $1.42M 0.04% +4,035 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 505 shares; 2022Q2: 457 shares; 2022Q3: 595 shares; 2022Q4: 729 shares; 2023Q1: 1,230 shares; 2023Q2: 1,405 shares; 2023Q3: 1,302 shares; 2023Q4: 1,393 shares 1,393 $1.41M 0.04% +91 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,360 shares; 2022Q2: 3,443 shares; 2022Q3: 4,318 shares; 2022Q4: 4,795 shares; 2023Q1: 9,755 shares; 2023Q2: 8,873 shares; 2023Q3: 8,452 shares; 2023Q4: 8,751 shares 8,751 $1.4M 0.04% +299 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 6,565 shares; 2023Q2: 6,642 shares; 2023Q3: 6,467 shares; 2023Q4: 6,467 shares 6,467 $1.4M 0.04% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,556 shares; 2022Q2: 3,087 shares; 2022Q3: 3,803 shares; 2022Q4: 3,796 shares; 2023Q1: 4,568 shares; 2023Q2: 4,505 shares; 2023Q3: 6,227 shares; 2023Q4: 6,118 shares 6,118 $1.39M 0.04% -109 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,424 shares; 2022Q2: 2,919 shares; 2022Q3: 1,208 shares; 2022Q4: 1,336 shares; 2023Q1: 3,650 shares; 2023Q2: 3,901 shares; 2023Q3: 3,583 shares; 2023Q4: 3,564 shares 3,564 $1.39M 0.04% -19 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 9,973 shares; 2022Q2: 11,568 shares; 2022Q3: 9,824 shares; 2022Q4: 11,019 shares; 2023Q1: 19,249 shares; 2023Q2: 21,695 shares; 2023Q3: 18,412 shares; 2023Q4: 17,127 shares 17,127 $1.39M 0.04% -1,285 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 17,721 shares; 2023Q2: 33,925 shares; 2023Q3: 32,867 shares; 2023Q4: 15,257 shares 15,257 $1.38M 0.04% -17,610 Timeline BLV 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; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 32,640 shares; 2023Q3: not reported; 2023Q4: 18,475 shares 18,475 $1.38M 0.04% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4,241 shares; 2023Q2: 7,260 shares; 2023Q3: 4,298 shares; 2023Q4: 9,205 shares 9,205 $1.37M 0.04% +4,907 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 5,879 shares; 2023Q2: 1,172 shares; 2023Q3: 1,024 shares; 2023Q4: 2,725 shares 2,725 $1.36M 0.04% +1,701 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,031 shares; 2022Q2: 2,522 shares; 2022Q3: 3,538 shares; 2022Q4: 2,830 shares; 2023Q1: 3,197 shares; 2023Q2: 3,129 shares; 2023Q3: 3,019 shares; 2023Q4: 3,004 shares 3,004 $1.36M 0.04% -15 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16,677 shares 16,677 $1.35M 0.04% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,058 shares; 2022Q2: 4,282 shares; 2022Q3: 4,340 shares; 2022Q4: 5,027 shares; 2023Q1: 6,085 shares; 2023Q2: 28,305 shares; 2023Q3: 8,530 shares; 2023Q4: 8,980 shares 8,980 $1.32M 0.04% +450 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 622 shares; 2022Q2: 796 shares; 2022Q3: 947 shares; 2022Q4: 997 shares; 2023Q1: 3,336 shares; 2023Q2: 2,301 shares; 2023Q3: 2,192 shares; 2023Q4: 2,330 shares 2,330 $1.32M 0.04% +138 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; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,778 shares; 2023Q2: 2,192 shares; 2023Q3: 2,395 shares; 2023Q4: 2,596 shares 2,596 $1.32M 0.04% +201 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,160 shares; 2022Q2: 2,015 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6,433 shares; 2023Q3: 9,208 shares; 2023Q4: 12,165 shares 12,165 $1.31M 0.04% +2,957 Timeline SPHD 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; 2022Q1: 242,180 shares; 2022Q2: 232,816 shares; 2022Q3: 228,403 shares; 2022Q4: 160,373 shares; 2023Q1: 108,019 shares; 2023Q2: 103,726 shares; 2023Q3: 32,007 shares; 2023Q4: 30,458 shares 30,458 $1.29M 0.04% -1,549 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 12,207 shares; 2022Q2: 12,612 shares; 2022Q3: 9,691 shares; 2022Q4: 9,353 shares; 2023Q1: 16,370 shares; 2023Q2: 19,065 shares; 2023Q3: 14,036 shares; 2023Q4: 14,027 shares 14,027 $1.28M 0.03% -9 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,986 shares; 2022Q2: 3,808 shares; 2022Q3: 4,709 shares; 2022Q4: 5,175 shares; 2023Q1: 11,056 shares; 2023Q2: 14,207 shares; 2023Q3: 13,747 shares; 2023Q4: 13,413 shares 13,413 $1.28M 0.03% -334 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 20,018 shares; 2022Q2: 23,186 shares; 2022Q3: 28,662 shares; 2022Q4: 29,355 shares; 2023Q1: 49,826 shares; 2023Q2: 53,549 shares; 2023Q3: 61,765 shares; 2023Q4: 43,517 shares 43,517 $1.27M 0.03% -18,248 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; 2022Q1: 12,151 shares; 2022Q2: 14,027 shares; 2022Q3: 15,914 shares; 2022Q4: 13,234 shares; 2023Q1: 24,548 shares; 2023Q2: 22,669 shares; 2023Q3: 19,364 shares; 2023Q4: 22,021 shares 22,021 $1.26M 0.03% +2,657 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,391 shares; 2023Q1: 14,131 shares; 2023Q2: 5,937 shares; 2023Q3: 6,043 shares; 2023Q4: 16,283 shares 16,283 $1.26M 0.03% +10,240 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 54,298 shares; 2022Q2: 54,010 shares; 2022Q3: 64,671 shares; 2022Q4: 68,108 shares; 2023Q1: 108,761 shares; 2023Q2: 118,714 shares; 2023Q3: 115,230 shares; 2023Q4: 79,551 shares 79,551 $1.26M 0.03% -35,679 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; 2022Q1: 4,762 shares; 2022Q2: 5,626 shares; 2022Q3: 5,460 shares; 2022Q4: 6,026 shares; 2023Q1: 20,934 shares; 2023Q2: 17,433 shares; 2023Q3: 17,085 shares; 2023Q4: 26,809 shares 26,809 $1.26M 0.03% +9,724 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 17,415 shares; 2023Q2: 18,072 shares; 2023Q3: 19,026 shares; 2023Q4: 18,448 shares 18,448 $1.26M 0.03% -578 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 5,721 shares; 2022Q4: 5,561 shares; 2023Q1: 8,162 shares; 2023Q2: 7,564 shares; 2023Q3: 8,133 shares; 2023Q4: 9,220 shares 9,220 $1.25M 0.03% +1,087 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; 2022Q1: 4,596 shares; 2022Q2: 5,640 shares; 2022Q3: 7,257 shares; 2022Q4: 6,048 shares; 2023Q1: 13,844 shares; 2023Q2: 17,941 shares; 2023Q3: 12,597 shares; 2023Q4: 10,220 shares 10,220 $1.24M 0.03% -2,377 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 10,227 shares; 2022Q2: 10,331 shares; 2022Q3: 10,069 shares; 2022Q4: 9,290 shares; 2023Q1: 10,661 shares; 2023Q2: 10,952 shares; 2023Q3: 9,699 shares; 2023Q4: 9,653 shares 9,653 $1.24M 0.03% -46 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,387 shares; 2022Q2: 7,062 shares; 2022Q3: 6,988 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 19,136 shares; 2023Q3: 19,810 shares; 2023Q4: 22,292 shares 22,292 $1.24M 0.03% +2,482 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,581 shares; 2022Q2: 5,007 shares; 2022Q3: 4,812 shares; 2022Q4: 4,708 shares; 2023Q1: 6,503 shares; 2023Q2: 5,196 shares; 2023Q3: 4,846 shares; 2023Q4: 5,052 shares 5,052 $1.23M 0.03% +206 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,527 shares; 2022Q2: 8,736 shares; 2022Q3: 4,371 shares; 2022Q4: 6,554 shares; 2023Q1: 12,490 shares; 2023Q2: 10,240 shares; 2023Q3: 9,077 shares; 2023Q4: 10,874 shares 10,874 $1.22M 0.03% +1,797 IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 15,796 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 10,813 shares; 2023Q2: 6,655 shares; 2023Q3: 5,716 shares; 2023Q4: 4,802 shares 4,802 $1.21M 0.03% -914 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 12,209 shares; 2022Q2: 17,642 shares; 2022Q3: 14,992 shares; 2022Q4: 14,370 shares; 2023Q1: 16,485 shares; 2023Q2: 16,710 shares; 2023Q3: 17,096 shares; 2023Q4: 16,986 shares 16,986 $1.2M 0.03% -110 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 18,473 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 12,740 shares 12,740 $1.2M 0.03% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 14,067 shares 14,067 $1.19M 0.03% new 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; 2022Q1: 2,460 shares; 2022Q2: 2,767 shares; 2022Q3: 3,189 shares; 2022Q4: 3,403 shares; 2023Q1: 5,600 shares; 2023Q2: 6,262 shares; 2023Q3: 5,878 shares; 2023Q4: 4,872 shares 4,872 $1.19M 0.03% -1,006 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 601 shares; 2022Q2: not reported; 2022Q3: 1,131 shares; 2022Q4: 1,245 shares; 2023Q1: 1,907 shares; 2023Q2: 1,877 shares; 2023Q3: 1,830 shares; 2023Q4: 2,064 shares 2,064 $1.18M 0.03% +234 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,360 shares; 2022Q2: 5,172 shares; 2022Q3: 5,699 shares; 2022Q4: 6,781 shares; 2023Q1: 17,736 shares; 2023Q2: 9,356 shares; 2023Q3: 9,487 shares; 2023Q4: 8,193 shares 8,193 $1.17M 0.03% -1,294 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 944 shares; 2022Q2: 1,102 shares; 2022Q3: 1,364 shares; 2022Q4: 2,304 shares; 2023Q1: 3,605 shares; 2023Q2: 2,854 shares; 2023Q3: 2,467 shares; 2023Q4: 2,531 shares 2,531 $1.17M 0.03% +64 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 36,562 shares; 2022Q3: 76,484 shares; 2022Q4: 109,343 shares; 2023Q1: 140,335 shares; 2023Q2: 103,000 shares; 2023Q3: 89,490 shares; 2023Q4: 102,339 shares 102,339 $1.16M 0.03% +12,849 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,382 shares; 2022Q2: 11,982 shares; 2022Q3: 20,108 shares; 2022Q4: 20,381 shares; 2023Q1: 27,610 shares; 2023Q2: 24,476 shares; 2023Q3: 21,467 shares; 2023Q4: 21,207 shares 21,207 $1.16M 0.03% -260 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 61,291 shares; 2022Q2: 105,865 shares; 2022Q3: 43,122 shares; 2022Q4: 38,674 shares; 2023Q1: 128,136 shares; 2023Q2: 147,589 shares; 2023Q3: not reported; 2023Q4: 22,312 shares 22,312 $1.16M 0.03% new 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; 2022Q1: 3,691 shares; 2022Q2: 4,174 shares; 2022Q3: 4,615 shares; 2022Q4: 4,167 shares; 2023Q1: 8,773 shares; 2023Q2: 13,400 shares; 2023Q3: 11,857 shares; 2023Q4: 15,112 shares 15,112 $1.15M 0.03% +3,255 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 57,209 shares; 2023Q2: 57,209 shares; 2023Q3: 57,209 shares; 2023Q4: 57,209 shares 57,209 $1.15M 0.03% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 126 shares; 2022Q2: 178 shares; 2022Q3: 195 shares; 2022Q4: 326 shares; 2023Q1: 636 shares; 2023Q2: 599 shares; 2023Q3: 558 shares; 2023Q4: 441 shares 441 $1.14M 0.03% -117 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,278 shares; 2022Q2: 8,882 shares; 2022Q3: 20,967 shares; 2022Q4: 18,941 shares; 2023Q1: 22,081 shares; 2023Q2: 14,909 shares; 2023Q3: 14,806 shares; 2023Q4: 16,185 shares 16,185 $1.13M 0.03% +1,379 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; 2022Q1: 796 shares; 2022Q2: 809 shares; 2022Q3: 866 shares; 2022Q4: 1,121 shares; 2023Q1: 2,066 shares; 2023Q2: 2,156 shares; 2023Q3: 3,084 shares; 2023Q4: 2,072 shares 2,072 $1.13M 0.03% -1,012 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,556 shares; 2022Q2: 1,771 shares; 2022Q3: 1,954 shares; 2022Q4: 2,454 shares; 2023Q1: 16,597 shares; 2023Q2: 5,438 shares; 2023Q3: 5,324 shares; 2023Q4: 4,994 shares 4,994 $1.13M 0.03% -330 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 707 shares; 2022Q2: 832 shares; 2022Q3: 936 shares; 2022Q4: 945 shares; 2023Q1: 1,897 shares; 2023Q2: 3,085 shares; 2023Q3: 3,029 shares; 2023Q4: 2,890 shares 2,890 $1.12M 0.03% -139 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,842 shares; 2023Q1: 7,672 shares; 2023Q2: 7,647 shares; 2023Q3: 7,266 shares; 2023Q4: 7,367 shares 7,367 $1.12M 0.03% +101 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 31,093 shares; 2022Q2: 32,276 shares; 2022Q3: 30,057 shares; 2022Q4: 30,926 shares; 2023Q1: 45,862 shares; 2023Q2: 33,469 shares; 2023Q3: 14,142 shares; 2023Q4: 17,126 shares 17,126 $1.11M 0.03% +2,984 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 19,335 shares; 2022Q2: 23,378 shares; 2022Q3: 26,396 shares; 2022Q4: 25,597 shares; 2023Q1: 29,271 shares; 2023Q2: 32,766 shares; 2023Q3: 28,159 shares; 2023Q4: 29,802 shares 29,802 $1.1M 0.03% +1,643 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 35,739 shares; 2022Q2: 35,364 shares; 2022Q3: 35,726 shares; 2022Q4: 24,099 shares; 2023Q1: 16,592 shares; 2023Q2: 11,770 shares; 2023Q3: 6,770 shares; 2023Q4: 6,109 shares 6,109 $1.1M 0.03% -661 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 2,759 shares; 2022Q4: 2,952 shares; 2023Q1: 9,592 shares; 2023Q2: 9,962 shares; 2023Q3: 7,880 shares; 2023Q4: 8,242 shares 8,242 $1.1M 0.03% +362 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,993 shares; 2022Q2: 4,715 shares; 2022Q3: 4,743 shares; 2022Q4: 5,686 shares; 2023Q1: 7,594 shares; 2023Q2: 7,692 shares; 2023Q3: 7,840 shares; 2023Q4: 8,213 shares 8,213 $1.1M 0.03% +373 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,842 shares; 2023Q3: 6,156 shares; 2023Q4: 6,706 shares 6,706 $1.08M 0.03% +550 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 58,704 shares; 2023Q2: 61,177 shares; 2023Q3: 61,604 shares; 2023Q4: 57,802 shares 57,802 $1.07M 0.03% -3,802 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,448 shares; 2022Q2: 5,411 shares; 2022Q3: 5,844 shares; 2022Q4: 6,481 shares; 2023Q1: 24,750 shares; 2023Q2: 22,517 shares; 2023Q3: 13,823 shares; 2023Q4: 13,698 shares 13,698 $1.07M 0.03% -125 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 792 shares; 2022Q2: 448 shares; 2022Q3: 549 shares; 2022Q4: 657 shares; 2023Q1: 1,901 shares; 2023Q2: 1,234 shares; 2023Q3: 1,107 shares; 2023Q4: 1,122 shares 1,122 $1.07M 0.03% +15 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4,750 shares; 2023Q2: 4,234 shares; 2023Q3: 4,035 shares; 2023Q4: 3,887 shares 3,887 $1.06M 0.03% -148 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 8,085 shares; 2022Q4: 9,151 shares; 2023Q1: 14,059 shares; 2023Q2: 13,962 shares; 2023Q3: 14,742 shares; 2023Q4: 15,788 shares 15,788 $1.06M 0.03% +1,046 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 73,480 shares; 2023Q2: 74,334 shares; 2023Q3: 23,557 shares; 2023Q4: 22,507 shares 22,507 $1.06M 0.03% -1,050 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,270 shares; 2022Q2: 1,630 shares; 2022Q3: 1,954 shares; 2022Q4: 2,009 shares; 2023Q1: 2,044 shares; 2023Q2: 2,193 shares; 2023Q3: 2,378 shares; 2023Q4: 2,358 shares 2,358 $1.06M 0.03% -20 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,075 shares; 2022Q2: not reported; 2022Q3: 2,296 shares; 2022Q4: 2,711 shares; 2023Q1: 6,010 shares; 2023Q2: 4,652 shares; 2023Q3: 4,251 shares; 2023Q4: 4,445 shares 4,445 $1.05M 0.03% +194 XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6,443 shares; 2023Q3: 11,268 shares; 2023Q4: 25,948 shares 25,948 $1.04M 0.03% +14,680 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,022 shares; 2022Q2: 4,132 shares; 2022Q3: 4,778 shares; 2022Q4: 4,767 shares; 2023Q1: 13,828 shares; 2023Q2: 9,433 shares; 2023Q3: 7,932 shares; 2023Q4: 7,979 shares 7,979 $1.04M 0.03% +47 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,723 shares; 2022Q2: 3,527 shares; 2022Q3: 7,899 shares; 2022Q4: 7,827 shares; 2023Q1: 23,417 shares; 2023Q2: 20,266 shares; 2023Q3: 18,396 shares; 2023Q4: 17,964 shares 17,964 $1.03M 0.03% -432 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 12,532 shares; 2022Q2: 64,122 shares; 2022Q3: 71,237 shares; 2022Q4: 44,845 shares; 2023Q1: 61,293 shares; 2023Q2: 54,184 shares; 2023Q3: 2,572 shares; 2023Q4: 9,382 shares 9,382 $1.03M 0.03% +6,810 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 877 shares; 2022Q2: 1,223 shares; 2022Q3: 1,482 shares; 2022Q4: 1,837 shares; 2023Q1: 3,152 shares; 2023Q2: 3,736 shares; 2023Q3: 3,344 shares; 2023Q4: 3,326 shares 3,326 $1.03M 0.03% -18 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,624 shares; 2022Q2: 1,892 shares; 2022Q3: 2,026 shares; 2022Q4: 2,421 shares; 2023Q1: 25,936 shares; 2023Q2: 26,070 shares; 2023Q3: 3,340 shares; 2023Q4: 4,320 shares 4,320 $1.03M 0.03% +980 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; 2022Q1: 2,316 shares; 2022Q2: 1,485 shares; 2022Q3: 3,945 shares; 2022Q4: 2,764 shares; 2023Q1: 3,988 shares; 2023Q2: 3,037 shares; 2023Q3: 2,720 shares; 2023Q4: 2,681 shares 2,681 $1.02M 0.03% -39 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 12,655 shares; 2023Q3: 16,886 shares; 2023Q4: 17,928 shares 17,928 $1.02M 0.03% +1,042 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; 2022Q1: 2,319 shares; 2022Q2: 3,208 shares; 2022Q3: 4,494 shares; 2022Q4: 5,119 shares; 2023Q1: 7,892 shares; 2023Q2: 7,093 shares; 2023Q3: 6,820 shares; 2023Q4: 6,768 shares 6,768 $1.01M 0.03% -52 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 3,315 shares; 2022Q4: 2,277 shares; 2023Q1: 12,133 shares; 2023Q2: 14,623 shares; 2023Q3: 14,191 shares; 2023Q4: 18,342 shares 18,342 $1M 0.03% +4,151 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,266 shares; 2022Q2: 5,518 shares; 2022Q3: 6,099 shares; 2022Q4: 6,370 shares; 2023Q1: 18,287 shares; 2023Q2: 15,920 shares; 2023Q3: 10,204 shares; 2023Q4: 8,677 shares 8,677 $999K 0.03% -1,527 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,509 shares; 2023Q1: 9,545 shares; 2023Q2: 7,293 shares; 2023Q3: 7,188 shares; 2023Q4: 7,322 shares 7,322 $997K 0.03% +134 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,668 shares; 2022Q2: 4,335 shares; 2022Q3: 4,335 shares; 2022Q4: 4,382 shares; 2023Q1: 25,761 shares; 2023Q2: 23,020 shares; 2023Q3: 21,824 shares; 2023Q4: 20,596 shares 20,596 $995K 0.03% -1,228 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 2,977 shares; 2022Q3: 4,012 shares; 2022Q4: 3,858 shares; 2023Q1: 17,701 shares; 2023Q2: 11,774 shares; 2023Q3: 6,818 shares; 2023Q4: 16,040 shares 16,040 $993K 0.03% +9,222 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 23,798 shares; 2022Q2: 27,987 shares; 2022Q3: 33,267 shares; 2022Q4: 38,886 shares; 2023Q1: 226,741 shares; 2023Q2: 101,448 shares; 2023Q3: 99,455 shares; 2023Q4: 81,415 shares 81,415 $992K 0.03% -18,040 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 15,256 shares; 2022Q2: 16,428 shares; 2022Q3: 17,581 shares; 2022Q4: 12,859 shares; 2023Q1: 29,591 shares; 2023Q2: 44,193 shares; 2023Q3: 37,295 shares; 2023Q4: 36,395 shares 36,395 $986K 0.03% -900 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,429 shares; 2022Q2: 8,723 shares; 2022Q3: 10,133 shares; 2022Q4: 9,440 shares; 2023Q1: 9,310 shares; 2023Q2: 10,104 shares; 2023Q3: 10,127 shares; 2023Q4: 9,699 shares 9,699 $981K 0.03% -428 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,315 shares; 2023Q4: 5,478 shares 5,478 $978K 0.03% +4,163 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,143 shares; 2022Q2: 1,622 shares; 2022Q3: 1,838 shares; 2022Q4: 2,545 shares; 2023Q1: 2,826 shares; 2023Q2: 4,958 shares; 2023Q3: 5,135 shares; 2023Q4: 5,076 shares 5,076 $977K 0.03% -59 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,571 shares; 2022Q2: 10,454 shares; 2022Q3: 5,416 shares; 2022Q4: 6,906 shares; 2023Q1: 11,659 shares; 2023Q2: 11,904 shares; 2023Q3: 10,354 shares; 2023Q4: 10,761 shares 10,761 $970K 0.03% +407 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,101 shares; 2022Q2: 4,674 shares; 2022Q3: 5,157 shares; 2022Q4: 4,944 shares; 2023Q1: 9,191 shares; 2023Q2: 9,244 shares; 2023Q3: 13,239 shares; 2023Q4: 13,004 shares 13,004 $965K 0.03% -235 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; 2022Q1: 312 shares; 2022Q2: 383 shares; 2022Q3: 446 shares; 2022Q4: 645 shares; 2023Q1: 1,001 shares; 2023Q2: 965 shares; 2023Q3: 625 shares; 2023Q4: 792 shares 792 $961K 0.03% +167 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,870 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 15,117 shares; 2023Q1: 4,217 shares; 2023Q2: 13,846 shares; 2023Q3: 17,980 shares; 2023Q4: 12,396 shares 12,396 $959K 0.03% -5,584 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; 2022Q1: 794 shares; 2022Q2: 1,062 shares; 2022Q3: 1,356 shares; 2022Q4: 1,369 shares; 2023Q1: 3,070 shares; 2023Q2: 1,921 shares; 2023Q3: 1,773 shares; 2023Q4: 1,851 shares 1,851 $946K 0.03% +78 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 6,897 shares; 2023Q1: 7,093 shares; 2023Q2: 19,149 shares; 2023Q3: 17,057 shares; 2023Q4: 22,279 shares 22,279 $945K 0.03% +5,222 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,470 shares; 2022Q2: 4,206 shares; 2022Q3: 5,229 shares; 2022Q4: 5,076 shares; 2023Q1: 7,615 shares; 2023Q2: 7,250 shares; 2023Q3: 8,219 shares; 2023Q4: 7,930 shares 7,930 $945K 0.03% -289 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 4,180 shares; 2022Q4: 4,537 shares; 2023Q1: 10,488 shares; 2023Q2: 11,260 shares; 2023Q3: 11,897 shares; 2023Q4: 13,845 shares 13,845 $941K 0.03% +1,948 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 10,074 shares; 2022Q2: 10,722 shares; 2022Q3: not reported; 2022Q4: 11,469 shares; 2023Q1: 69,871 shares; 2023Q2: 52,606 shares; 2023Q3: 53,181 shares; 2023Q4: 54,650 shares 54,650 $938K 0.03% +1,469 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,109 shares; 2022Q2: not reported; 2022Q3: 4,232 shares; 2022Q4: 4,500 shares; 2023Q1: 11,292 shares; 2023Q2: 12,019 shares; 2023Q3: 10,480 shares; 2023Q4: 11,244 shares 11,244 $928K 0.03% +764 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 36,536 shares; 2023Q3: 36,536 shares; 2023Q4: 36,336 shares 36,336 $925K 0.03% -200 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 27,264 shares; 2023Q2: 27,539 shares; 2023Q3: 26,554 shares; 2023Q4: 26,695 shares 26,695 $915K 0.02% +141 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 22,525 shares; 2023Q4: 24,898 shares 24,898 $914K 0.02% +2,373 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,596 shares; 2022Q2: 3,581 shares; 2022Q3: 3,608 shares; 2022Q4: 3,457 shares; 2023Q1: 9,228 shares; 2023Q2: 9,550 shares; 2023Q3: 11,380 shares; 2023Q4: 11,371 shares 11,371 $910K 0.02% -9 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,127 shares; 2022Q2: 10,302 shares; 2022Q3: 12,264 shares; 2022Q4: 10,328 shares; 2023Q1: 18,689 shares; 2023Q2: 19,684 shares; 2023Q3: 20,273 shares; 2023Q4: 19,908 shares 19,908 $910K 0.02% -365 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4,039 shares; 2023Q2: 4,884 shares; 2023Q3: 31,196 shares; 2023Q4: 9,851 shares 9,851 $909K 0.02% -21,345 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 25,054 shares; 2023Q2: 27,782 shares; 2023Q3: 27,253 shares; 2023Q4: 25,765 shares 25,765 $908K 0.02% -1,488 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,066 shares; 2022Q2: 6,293 shares; 2022Q3: 6,851 shares; 2022Q4: 6,237 shares; 2023Q1: 50,019 shares; 2023Q2: 9,270 shares; 2023Q3: 9,707 shares; 2023Q4: 9,372 shares 9,372 $903K 0.02% -335 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 959 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,655 shares; 2023Q1: 3,198 shares; 2023Q2: 3,513 shares; 2023Q3: 3,159 shares; 2023Q4: 3,255 shares 3,255 $899K 0.02% +96 Timeline QVOY ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 9,567 shares; 2023Q1: 24,014 shares; 2023Q2: 9,554 shares; 2023Q3: 32,432 shares; 2023Q4: 32,546 shares 32,546 $894K 0.02% +114 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,966 shares; 2022Q2: 2,997 shares; 2022Q3: 2,835 shares; 2022Q4: 2,727 shares; 2023Q1: 2,885 shares; 2023Q2: 2,892 shares; 2023Q3: 3,131 shares; 2023Q4: 3,134 shares 3,134 $893K 0.02% +3 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,581 shares; 2022Q2: 8,431 shares; 2022Q3: 8,347 shares; 2022Q4: 12,080 shares; 2023Q1: 12,824 shares; 2023Q2: 14,362 shares; 2023Q3: 15,126 shares; 2023Q4: 12,944 shares 12,944 $889K 0.02% -2,182 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,124 shares; 2022Q2: 1,172 shares; 2022Q3: 2,092 shares; 2022Q4: 2,483 shares; 2023Q1: 2,634 shares; 2023Q2: 3,440 shares; 2023Q3: 3,781 shares; 2023Q4: 3,718 shares 3,718 $889K 0.02% -63 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,623 shares; 2022Q2: 9,518 shares; 2022Q3: 17,946 shares; 2022Q4: 12,957 shares; 2023Q1: 45,121 shares; 2023Q2: 30,672 shares; 2023Q3: 28,556 shares; 2023Q4: 24,724 shares 24,724 $888K 0.02% -3,832 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,862 shares; 2022Q2: 2,084 shares; 2022Q3: 3,126 shares; 2022Q4: 3,718 shares; 2023Q1: 58,381 shares; 2023Q2: 4,465 shares; 2023Q3: 3,777 shares; 2023Q4: 6,364 shares 6,364 $885K 0.02% +2,587 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,851 shares; 2023Q1: 5,685 shares; 2023Q2: 5,814 shares; 2023Q3: 5,728 shares; 2023Q4: 9,341 shares 9,341 $884K 0.02% +3,613 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,948 shares; 2022Q2: 6,520 shares; 2022Q3: 10,352 shares; 2022Q4: 7,284 shares; 2023Q1: 23,029 shares; 2023Q2: 12,428 shares; 2023Q3: 15,350 shares; 2023Q4: 14,394 shares 14,394 $884K 0.02% -956 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 37,369 shares; 2023Q2: 41,002 shares; 2023Q3: 38,931 shares; 2023Q4: 39,420 shares 39,420 $884K 0.02% +489 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; 2022Q1: 1,469 shares; 2022Q2: 1,727 shares; 2022Q3: 1,965 shares; 2022Q4: 1,978 shares; 2023Q1: 5,178 shares; 2023Q2: 4,125 shares; 2023Q3: 2,988 shares; 2023Q4: 3,735 shares 3,735 $883K 0.02% +747 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 9,480 shares; 2022Q2: 8,656 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 11,060 shares; 2023Q3: 14,791 shares; 2023Q4: 17,134 shares 17,134 $879K 0.02% +2,343 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; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 6,777 shares; 2023Q1: 16,463 shares; 2023Q2: 6,285 shares; 2023Q3: 10,135 shares; 2023Q4: 7,680 shares 7,680 $875K 0.02% -2,455 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,183 shares; 2022Q2: 3,191 shares; 2022Q3: 3,463 shares; 2022Q4: 3,743 shares; 2023Q1: 6,865 shares; 2023Q2: 5,251 shares; 2023Q3: 4,801 shares; 2023Q4: 5,015 shares 5,015 $873K 0.02% +214 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; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 1,839 shares; 2022Q4: 2,171 shares; 2023Q1: 3,950 shares; 2023Q2: 3,599 shares; 2023Q3: 3,464 shares; 2023Q4: 3,577 shares 3,577 $872K 0.02% +113 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; 2022Q1: 5,365 shares; 2022Q2: 6,265 shares; 2022Q3: 6,929 shares; 2022Q4: 6,367 shares; 2023Q1: 9,002 shares; 2023Q2: 9,240 shares; 2023Q3: 8,349 shares; 2023Q4: 8,377 shares 8,377 $869K 0.02% +28 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 21,536 shares 21,536 $865K 0.02% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,727 shares; 2022Q2: 6,095 shares; 2022Q3: 6,621 shares; 2022Q4: 6,047 shares; 2023Q1: 7,131 shares; 2023Q2: 7,960 shares; 2023Q3: 8,305 shares; 2023Q4: 7,961 shares 7,961 $864K 0.02% -344 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,513 shares; 2022Q2: 3,834 shares; 2022Q3: 4,510 shares; 2022Q4: 4,672 shares; 2023Q1: 5,133 shares; 2023Q2: 5,329 shares; 2023Q3: 6,005 shares; 2023Q4: 5,279 shares 5,279 $863K 0.02% -726 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 11,370 shares; 2023Q2: 21,071 shares; 2023Q3: 32,865 shares; 2023Q4: 36,525 shares 36,525 $862K 0.02% +3,660 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; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 4,236 shares; 2023Q1: 9,927 shares; 2023Q2: 10,416 shares; 2023Q3: 9,657 shares; 2023Q4: 9,609 shares 9,609 $860K 0.02% -48 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,016 shares; 2022Q2: 2,499 shares; 2022Q3: 2,580 shares; 2022Q4: 3,314 shares; 2023Q1: 6,620 shares; 2023Q2: 6,094 shares; 2023Q3: 5,615 shares; 2023Q4: 5,955 shares 5,955 $849K 0.02% +340 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 1,252 shares; 2022Q4: 1,444 shares; 2023Q1: 2,859 shares; 2023Q2: 2,864 shares; 2023Q3: 2,593 shares; 2023Q4: 2,700 shares 2,700 $845K 0.02% +107 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,070 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 19,801 shares; 2023Q2: 14,585 shares; 2023Q3: 12,063 shares; 2023Q4: 11,744 shares 11,744 $845K 0.02% -319 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; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 418 shares; 2022Q4: 387 shares; 2023Q1: 1,005 shares; 2023Q2: 1,065 shares; 2023Q3: 1,026 shares; 2023Q4: 1,016 shares 1,016 $842K 0.02% -10 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 13,745 shares; 2022Q2: 13,826 shares; 2022Q3: 15,324 shares; 2022Q4: 6,507 shares; 2023Q1: 11,398 shares; 2023Q2: 12,059 shares; 2023Q3: 11,526 shares; 2023Q4: 11,330 shares 11,330 $841K 0.02% -196 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 890 shares; 2022Q2: 4,016 shares; 2022Q3: 4,004 shares; 2022Q4: 5,033 shares; 2023Q1: 17,911 shares; 2023Q2: 16,866 shares; 2023Q3: 15,265 shares; 2023Q4: 6,758 shares 6,758 $839K 0.02% -8,507 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 22,548 shares; 2023Q2: 7,987 shares; 2023Q3: 9,097 shares; 2023Q4: 10,705 shares 10,705 $834K 0.02% +1,608 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,754 shares; 2022Q2: 7,065 shares; 2022Q3: 7,285 shares; 2022Q4: 5,604 shares; 2023Q1: 16,417 shares; 2023Q2: 17,042 shares; 2023Q3: 13,453 shares; 2023Q4: 11,603 shares 11,603 $834K 0.02% -1,850 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 3,035 shares; 2022Q4: 3,448 shares; 2023Q1: 9,107 shares; 2023Q2: 9,203 shares; 2023Q3: 8,232 shares; 2023Q4: 8,527 shares 8,527 $833K 0.02% +295 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,561 shares; 2023Q2: 2,280 shares; 2023Q3: 2,062 shares; 2023Q4: 5,703 shares 5,703 $831K 0.02% +3,641 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 13,985 shares; 2022Q2: 15,989 shares; 2022Q3: 17,881 shares; 2022Q4: 16,087 shares; 2023Q1: 18,509 shares; 2023Q2: 19,521 shares; 2023Q3: 20,382 shares; 2023Q4: 20,258 shares 20,258 $829K 0.02% -124 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,438 shares; 2022Q2: 3,078 shares; 2022Q3: 3,438 shares; 2022Q4: 3,643 shares; 2023Q1: 5,244 shares; 2023Q2: 5,432 shares; 2023Q3: 4,986 shares; 2023Q4: 5,006 shares 5,006 $826K 0.02% +20 Timeline