TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 467,118 shares; 2024Q1: 467,781 shares; 2024Q2: 184,738 shares; 2024Q3: 163,498 shares; 2024Q4: 1,600,189 shares 1,600,189 $80.8M 7.04% +1,436,691 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 296,379 shares; 2024Q1: 429,719 shares; 2024Q2: 431,473 shares; 2024Q3: 418,972 shares; 2024Q4: 426,546 shares 426,546 $74.7M 6.52% +7,574 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 805,305 shares; 2024Q1: 852,867 shares; 2024Q2: 873,940 shares; 2024Q3: 881,576 shares; 2024Q4: 911,297 shares 911,297 $70.4M 6.14% +29,721 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 856,763 shares; 2024Q1: 708,697 shares; 2024Q2: 722,781 shares; 2024Q3: 701,810 shares; 2024Q4: 924,336 shares 924,336 $46.5M 4.06% +222,526 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 941,912 shares; 2024Q1: 961,455 shares; 2024Q2: 973,154 shares; 2024Q3: 954,919 shares; 2024Q4: 1,005,526 shares 1,005,526 $34.4M 3% +50,607 Timeline JMBS 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 773,527 shares; 2024Q1: 775,305 shares; 2024Q2: 784,070 shares; 2024Q3: 758,181 shares; 2024Q4: 772,155 shares 772,155 $34.1M 2.97% +13,974 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200,481 shares; 2024Q1: 198,210 shares; 2024Q2: 196,188 shares; 2024Q3: 184,637 shares; 2024Q4: 186,949 shares 186,949 $33.3M 2.9% +2,312 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 198,231 shares; 2024Q1: 199,487 shares; 2024Q2: 200,020 shares; 2024Q3: 193,020 shares; 2024Q4: 197,390 shares 197,390 $26.7M 2.33% +4,370 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 234,007 shares; 2024Q1: 239,425 shares; 2024Q2: 241,634 shares; 2024Q3: 235,134 shares; 2024Q4: 239,977 shares 239,977 $26.1M 2.27% +4,843 Timeline JAAA 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 498,263 shares; 2024Q1: 504,294 shares; 2024Q2: 511,410 shares; 2024Q3: 497,480 shares; 2024Q4: 508,700 shares 508,700 $25.8M 2.25% +11,220 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 501,797 shares; 2024Q1: 514,935 shares; 2024Q2: 528,819 shares; 2024Q3: 516,474 shares; 2024Q4: 532,971 shares 532,971 $24.6M 2.14% +16,497 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,126 shares; 2024Q1: 4,386 shares; 2024Q2: 4,238 shares; 2024Q3: 132,005 shares; 2024Q4: 169,683 shares 169,683 $24.5M 2.13% +37,678 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 259,590 shares; 2024Q1: 256,925 shares; 2024Q2: 254,797 shares; 2024Q3: 240,433 shares; 2024Q4: 236,940 shares 236,940 $24.1M 2.1% -3,493 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 148,776 shares; 2024Q1: 147,695 shares; 2024Q2: 147,247 shares; 2024Q3: 135,422 shares; 2024Q4: 134,804 shares 134,804 $21.5M 1.87% -618 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 187,574 shares; 2024Q1: 181,640 shares; 2024Q2: 178,586 shares; 2024Q3: 167,421 shares; 2024Q4: 167,855 shares 167,855 $21.2M 1.85% +434 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 164,047 shares; 2024Q1: 165,764 shares; 2024Q2: 166,365 shares; 2024Q3: 160,996 shares; 2024Q4: 163,982 shares 163,982 $20.5M 1.79% +2,986 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 252,059 shares; 2024Q1: 253,834 shares; 2024Q2: 253,480 shares; 2024Q3: 243,807 shares; 2024Q4: 249,623 shares 249,623 $20.2M 1.76% +5,816 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 279,578 shares; 2024Q1: 288,865 shares; 2024Q2: 300,304 shares; 2024Q3: 298,141 shares; 2024Q4: 292,815 shares 292,815 $20.2M 1.76% -5,326 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 227,515 shares; 2024Q1: 227,421 shares; 2024Q2: 225,362 shares; 2024Q3: 216,865 shares; 2024Q4: 221,465 shares 221,465 $20.1M 1.76% +4,600 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 135,818 shares; 2024Q1: 137,080 shares; 2024Q2: 137,988 shares; 2024Q3: 130,621 shares; 2024Q4: 131,885 shares 131,885 $19.2M 1.67% +1,264 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,047 shares; 2024Q1: 180,144 shares; 2024Q2: 186,192 shares; 2024Q3: 184,103 shares; 2024Q4: 187,869 shares 187,869 $18.8M 1.64% +3,766 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,328 shares; 2024Q1: 54,269 shares; 2024Q2: 51,761 shares; 2024Q3: 57,254 shares; 2024Q4: 70,415 shares 70,415 $17.6M 1.54% +13,161 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,253 shares; 2024Q1: 6,130 shares; 2024Q2: 5,790 shares; 2024Q3: 5,490 shares; 2024Q4: 178,544 shares 178,544 $17.2M 1.5% +173,054 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,131 shares; 2024Q1: 2,147 shares; 2024Q2: 2,067 shares; 2024Q3: 2,046 shares; 2024Q4: 57,510 shares 57,510 $16.1M 1.4% +55,464 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,176 shares; 2024Q1: 3,176 shares; 2024Q2: 3,176 shares; 2024Q3: 2,923 shares; 2024Q4: 53,616 shares 53,616 $12.9M 1.12% +50,693 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,529 shares; 2024Q1: 25,137 shares; 2024Q2: 26,121 shares; 2024Q3: 27,298 shares; 2024Q4: 29,014 shares 29,014 $12.2M 1.07% +1,716 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,356 shares; 2024Q1: 15,163 shares; 2024Q2: 16,655 shares; 2024Q3: 18,492 shares; 2024Q4: 19,888 shares 19,888 $11.7M 1.02% +1,396 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 626,170 shares; 2024Q1: 4,659 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 131,705 shares 131,705 $9.41M 0.82% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,864 shares; 2024Q1: 46,829 shares; 2024Q2: 47,880 shares; 2024Q3: 46,455 shares; 2024Q4: 45,923 shares 45,923 $8.99M 0.78% -532 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,017 shares; 2024Q1: 107,718 shares; 2024Q2: 117,516 shares; 2024Q3: 129,701 shares; 2024Q4: 143,277 shares 143,277 $8.93M 0.78% +13,576 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,628 shares; 2024Q1: 35,219 shares; 2024Q2: 36,912 shares; 2024Q3: 35,958 shares; 2024Q4: 36,943 shares 36,943 $8.86M 0.77% +985 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 107,752 shares; 2024Q1: 128,841 shares; 2024Q2: 139,687 shares; 2024Q3: 148,066 shares; 2024Q4: 210,437 shares 210,437 $8.85M 0.77% +62,371 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,937 shares; 2024Q1: 54,459 shares; 2024Q2: 53,847 shares; 2024Q3: 53,580 shares; 2024Q4: 53,748 shares 53,748 $8.69M 0.76% +168 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 176,034 shares; 2024Q1: 182,302 shares; 2024Q2: 191,141 shares; 2024Q3: 194,914 shares; 2024Q4: 150,946 shares 150,946 $8.53M 0.74% -43,968 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 867,670 shares; 2024Q1: 889,962 shares; 2024Q2: 901,436 shares; 2024Q3: 874,128 shares; 2024Q4: 120,357 shares 120,357 $8.46M 0.74% -753,771 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 114,688 shares 114,688 $7.7M 0.67% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,770 shares; 2024Q1: 20,469 shares; 2024Q2: 17,002 shares; 2024Q3: 16,528 shares; 2024Q4: 16,572 shares 16,572 $7.66M 0.67% +44 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,191 shares; 2024Q1: 16,132 shares; 2024Q2: 15,862 shares; 2024Q3: 15,419 shares; 2024Q4: 14,810 shares 14,810 $7.57M 0.66% -609 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 77,562 shares; 2024Q1: 87,557 shares; 2024Q2: 96,333 shares; 2024Q3: 106,129 shares; 2024Q4: 115,933 shares 115,933 $6.85M 0.6% +9,804 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,344 shares; 2024Q1: 42,888 shares; 2024Q2: 48,487 shares; 2024Q3: 51,865 shares; 2024Q4: 56,599 shares 56,599 $6.52M 0.57% +4,734 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 108,213 shares; 2024Q1: 112,710 shares; 2024Q2: 118,612 shares; 2024Q3: 118,450 shares; 2024Q4: 118,409 shares 118,409 $6.48M 0.56% -41 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 83,424 shares; 2024Q1: 94,178 shares; 2024Q2: 103,305 shares; 2024Q3: 111,458 shares; 2024Q4: 119,976 shares 119,976 $6.41M 0.56% +8,518 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,187 shares; 2024Q1: 63,391 shares; 2024Q2: 63,895 shares; 2024Q3: 61,430 shares; 2024Q4: 63,056 shares 63,056 $5.7M 0.5% +1,626 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,311 shares; 2024Q1: 44,394 shares; 2024Q2: 44,596 shares; 2024Q3: 43,589 shares; 2024Q4: 42,252 shares 42,252 $5.55M 0.48% -1,337 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,259 shares; 2024Q1: 26,238 shares; 2024Q2: 25,769 shares; 2024Q3: 25,169 shares; 2024Q4: 25,497 shares 25,497 $5.13M 0.45% +328 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 72,258 shares; 2024Q1: 73,078 shares; 2024Q2: 74,954 shares; 2024Q3: 76,411 shares; 2024Q4: 65,536 shares 65,536 $5.05M 0.44% -10,875 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,866 shares; 2024Q1: 12,473 shares; 2024Q2: 20,227 shares; 2024Q3: 22,535 shares; 2024Q4: 22,700 shares 22,700 $4.98M 0.43% +165 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 47,946 shares; 2024Q2: 51,067 shares; 2024Q3: 51,480 shares; 2024Q4: 53,552 shares 53,552 $4.95M 0.43% +2,072 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 83,652 shares; 2024Q4: 87,495 shares 87,495 $4.95M 0.43% +3,843 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 41,300 shares 41,300 $4.92M 0.43% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 38,821 shares; 2024Q2: 42,442 shares; 2024Q3: 44,900 shares; 2024Q4: 48,475 shares 48,475 $4.83M 0.42% +3,575 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45,209 shares; 2024Q1: 45,081 shares; 2024Q2: 47,140 shares; 2024Q3: 45,055 shares; 2024Q4: 45,646 shares 45,646 $4.77M 0.42% +591 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,062 shares; 2024Q1: 9,005 shares; 2024Q2: 8,952 shares; 2024Q3: 15,455 shares; 2024Q4: 15,387 shares 15,387 $4.29M 0.37% -68 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 85,542 shares; 2024Q1: 112,377 shares; 2024Q2: 126,088 shares; 2024Q3: 138,539 shares; 2024Q4: 152,726 shares 152,726 $4.24M 0.37% +14,187 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,912 shares; 2024Q1: 47,399 shares; 2024Q2: 46,858 shares; 2024Q3: 44,923 shares; 2024Q4: 45,077 shares 45,077 $4.16M 0.36% +154 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,993 shares; 2024Q1: 16,156 shares; 2024Q2: 16,312 shares; 2024Q3: 14,864 shares; 2024Q4: 14,908 shares 14,908 $4.12M 0.36% +44 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,554 shares; 2024Q1: 979 shares; 2024Q2: 9,840 shares; 2024Q3: 26,797 shares; 2024Q4: 30,385 shares 30,385 $4.08M 0.36% +3,588 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,546 shares; 2024Q1: 16,510 shares; 2024Q2: 16,637 shares; 2024Q3: 17,116 shares; 2024Q4: 18,264 shares 18,264 $4.01M 0.35% +1,148 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,427 shares; 2024Q1: 9,444 shares; 2024Q2: 9,990 shares; 2024Q3: 11,769 shares; 2024Q4: 11,809 shares 11,809 $3.92M 0.34% +40 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,800 shares; 2024Q1: 25,662 shares; 2024Q2: 26,234 shares; 2024Q3: 25,250 shares; 2024Q4: 25,503 shares 25,503 $3.8M 0.33% +253 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,424 shares; 2024Q1: 8,433 shares; 2024Q2: 17,604 shares; 2024Q3: 16,995 shares; 2024Q4: 17,141 shares 17,141 $3.78M 0.33% +146 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73,057 shares; 2024Q1: 77,012 shares; 2024Q2: 81,510 shares; 2024Q3: 81,933 shares; 2024Q4: 82,397 shares 82,397 $3.7M 0.32% +464 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 143,401 shares 143,401 $3.54M 0.31% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,359 shares; 2024Q1: 46,662 shares; 2024Q2: 385,434 shares; 2024Q3: 384,490 shares; 2024Q4: 65,190 shares 65,190 $3.4M 0.3% -319,300 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 63,279 shares; 2024Q1: 72,637 shares; 2024Q2: 73,071 shares; 2024Q3: 70,363 shares; 2024Q4: 83,711 shares 83,711 $3.39M 0.3% +13,348 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,096 shares; 2024Q1: 25,523 shares; 2024Q2: 26,279 shares; 2024Q3: 26,218 shares; 2024Q4: 24,286 shares 24,286 $3.39M 0.3% -1,932 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,006 shares; 2024Q1: 5,185 shares; 2024Q2: 449 shares; 2024Q3: 1,498 shares; 2024Q4: 6,228 shares 6,228 $3.15M 0.27% +4,730 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,826 shares; 2024Q1: 31,188 shares; 2024Q2: 30,937 shares; 2024Q3: 29,561 shares; 2024Q4: 31,245 shares 31,245 $3.14M 0.27% +1,684 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70,688 shares; 2024Q1: 75,863 shares; 2024Q2: 79,752 shares; 2024Q3: 79,341 shares; 2024Q4: 79,951 shares 79,951 $3.07M 0.27% +610 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,844 shares; 2024Q1: 58,873 shares; 2024Q2: 57,753 shares; 2024Q3: 44,550 shares; 2024Q4: 48,370 shares 48,370 $2.86M 0.25% +3,820 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,029 shares; 2024Q1: 10,473 shares; 2024Q2: 11,457 shares; 2024Q3: 13,323 shares; 2024Q4: 14,697 shares 14,697 $2.78M 0.24% +1,374 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 704 shares; 2024Q1: 731 shares; 2024Q2: 872 shares; 2024Q3: 10,203 shares; 2024Q4: 11,756 shares 11,756 $2.73M 0.24% +1,553 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,266 shares; 2024Q1: 30,070 shares; 2024Q2: 30,181 shares; 2024Q3: 29,775 shares; 2024Q4: 29,976 shares 29,976 $2.69M 0.23% +201 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 81,136 shares; 2024Q1: 79,138 shares; 2024Q2: 77,111 shares; 2024Q3: 76,485 shares; 2024Q4: 9,359 shares 9,359 $2.52M 0.22% -67,126 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,567 shares; 2024Q1: 17,008 shares; 2024Q2: 18,128 shares; 2024Q3: 18,454 shares; 2024Q4: 16,541 shares 16,541 $2.39M 0.21% -1,913 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,610 shares; 2024Q1: 25,110 shares; 2024Q2: 25,810 shares; 2024Q3: 26,460 shares; 2024Q4: 26,685 shares 26,685 $2.29M 0.2% +225 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,113 shares; 2024Q1: 11,573 shares; 2024Q2: 11,206 shares; 2024Q3: 10,952 shares; 2024Q4: 10,825 shares 10,825 $2.14M 0.19% -127 Timeline SANDY SPRING BANCORP INC SANDY SPRING BANCORP INC More: the full row for SANDY SPRING BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 62,947 shares; 2024Q4: 62,947 shares 62,947 $2.12M 0.19% 0 VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,158 shares; 2024Q1: 5,158 shares; 2024Q2: 6,528 shares; 2024Q3: 7,021 shares; 2024Q4: 7,321 shares 7,321 $2.12M 0.18% +300 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 68,613 shares; 2024Q1: 68,948 shares; 2024Q2: 68,048 shares; 2024Q3: 66,248 shares; 2024Q4: 66,548 shares 66,548 $2.09M 0.18% +300 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,406 shares; 2024Q1: 19,275 shares; 2024Q2: 19,105 shares; 2024Q3: 17,503 shares; 2024Q4: 18,013 shares 18,013 $2.04M 0.18% +510 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 217,575 shares; 2024Q1: 212,885 shares; 2024Q2: 198,591 shares; 2024Q3: 183,793 shares; 2024Q4: 19,470 shares 19,470 $2.01M 0.18% -164,323 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,867 shares; 2024Q1: 59,536 shares; 2024Q2: 59,672 shares; 2024Q3: 57,927 shares; 2024Q4: 50,204 shares 50,204 $2.01M 0.18% -7,723 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,385 shares; 2024Q1: 5,463 shares; 2024Q2: 5,921 shares; 2024Q3: 5,851 shares; 2024Q4: 5,938 shares 5,938 $1.88M 0.16% +87 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,029 shares; 2024Q1: 19,672 shares; 2024Q2: 20,205 shares; 2024Q3: 19,564 shares; 2024Q4: 18,731 shares 18,731 $1.86M 0.16% -833 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,022 shares; 2024Q1: 14,220 shares; 2024Q2: 16,240 shares; 2024Q3: 19,585 shares; 2024Q4: 20,275 shares 20,275 $1.83M 0.16% +690 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,994 shares; 2024Q1: 9,875 shares; 2024Q2: 9,716 shares; 2024Q3: 10,095 shares; 2024Q4: 10,715 shares 10,715 $1.8M 0.16% +620 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,850 shares; 2024Q1: 16,850 shares; 2024Q2: 16,050 shares; 2024Q3: 14,250 shares; 2024Q4: 11,450 shares 11,450 $1.78M 0.16% -2,800 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,149 shares; 2024Q1: 3,910 shares; 2024Q2: 4,481 shares; 2024Q3: 4,419 shares; 2024Q4: 4,382 shares 4,382 $1.7M 0.15% -37 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,616 shares; 2024Q1: 6,307 shares; 2024Q2: 6,266 shares; 2024Q3: 6,279 shares; 2024Q4: 31,805 shares 31,805 $1.69M 0.15% +25,526 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 474 shares; 2024Q1: 474 shares; 2024Q2: 5,625 shares; 2024Q3: 5,396 shares; 2024Q4: 2,902 shares 2,902 $1.51M 0.13% -2,494 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,875 shares; 2024Q1: 14,051 shares; 2024Q2: 13,933 shares; 2024Q3: 13,891 shares; 2024Q4: 14,147 shares 14,147 $1.47M 0.13% +256 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,954 shares; 2024Q1: 55,357 shares; 2024Q2: 54,532 shares; 2024Q3: 4,638 shares; 2024Q4: 3,488 shares 3,488 $1.43M 0.12% -1,150 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,577 shares; 2024Q1: 25,577 shares; 2024Q2: 27,460 shares; 2024Q3: 29,772 shares; 2024Q4: 31,977 shares 31,977 $1.41M 0.12% +2,205 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,499 shares; 2024Q1: 1,957 shares; 2024Q2: 1,944 shares; 2024Q3: 1,926 shares; 2024Q4: 4,599 shares 4,599 $1.33M 0.12% +2,673 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,310 shares; 2024Q1: 31,810 shares; 2024Q2: 32,410 shares; 2024Q3: 32,510 shares; 2024Q4: 31,610 shares 31,610 $1.3M 0.11% -900 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,689 shares; 2024Q1: 11,804 shares; 2024Q2: 11,626 shares; 2024Q3: 11,481 shares; 2024Q4: 11,363 shares 11,363 $1.3M 0.11% -118 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,896 shares; 2024Q1: 3,783 shares; 2024Q2: 3,733 shares; 2024Q3: 4,507 shares; 2024Q4: 4,444 shares 4,444 $1.29M 0.11% -63 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,659 shares; 2024Q1: 4,857 shares; 2024Q2: 5,368 shares; 2024Q3: 5,318 shares; 2024Q4: 5,098 shares 5,098 $1.16M 0.1% -220 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,106 shares; 2024Q1: 2,053 shares; 2024Q2: 2,066 shares; 2024Q3: 3,394 shares; 2024Q4: 6,885 shares 6,885 $1.15M 0.1% +3,491 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,240 shares; 2024Q1: 16,068 shares; 2024Q2: 16,376 shares; 2024Q3: 15,769 shares; 2024Q4: 15,621 shares 15,621 $1.13M 0.1% -148 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,313 shares; 2024Q1: 7,546 shares; 2024Q2: 7,641 shares; 2024Q3: 7,370 shares; 2024Q4: 7,188 shares 7,188 $1.11M 0.1% -182 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,068 shares; 2024Q1: 2,068 shares; 2024Q2: 2,069 shares; 2024Q3: 2,038 shares; 2024Q4: 2,273 shares 2,273 $1.1M 0.1% +235 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,739 shares; 2024Q1: 8,791 shares; 2024Q2: 8,897 shares; 2024Q3: 9,051 shares; 2024Q4: 9,432 shares 9,432 $1.1M 0.1% +381 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,405 shares; 2024Q1: 1,468 shares; 2024Q2: 1,924 shares; 2024Q3: 1,995 shares; 2024Q4: 3,185 shares 3,185 $1.06M 0.09% +1,190 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,324 shares; 2024Q1: 8,277 shares; 2024Q2: 8,438 shares; 2024Q3: 8,347 shares; 2024Q4: 9,848 shares 9,848 $1.06M 0.09% +1,501 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,368 shares; 2024Q1: 116,740 shares; 2024Q2: 116,407 shares; 2024Q3: 29,176 shares; 2024Q4: 4,827 shares 4,827 $1.04M 0.09% -24,349 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,809 shares; 2024Q1: 1,809 shares; 2024Q2: 1,735 shares; 2024Q3: 1,773 shares; 2024Q4: 1,731 shares 1,731 $1.03M 0.09% -42 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,013 shares; 2024Q1: 7,964 shares; 2024Q2: 7,966 shares; 2024Q3: 7,973 shares; 2024Q4: 8,272 shares 8,272 $1.01M 0.09% +299 Timeline PFI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 16,577 shares; 2024Q2: 17,414 shares; 2024Q3: 16,892 shares; 2024Q4: 16,947 shares 16,947 $966K 0.08% +55 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,253 shares; 2024Q1: 18,483 shares; 2024Q2: 16,620 shares; 2024Q3: 16,082 shares; 2024Q4: 16,136 shares 16,136 $963K 0.08% +54 Timeline PEZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,294 shares; 2024Q1: 9,710 shares; 2024Q2: 9,888 shares; 2024Q3: 9,599 shares; 2024Q4: 9,701 shares 9,701 $958K 0.08% +102 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,360 shares; 2024Q1: 9,220 shares; 2024Q2: 10,301 shares; 2024Q3: 11,305 shares; 2024Q4: 11,868 shares 11,868 $948K 0.08% +563 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,553 shares; 2024Q1: 7,853 shares; 2024Q2: 10,011 shares; 2024Q3: 10,896 shares; 2024Q4: 11,202 shares 11,202 $946K 0.08% +306 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,207 shares; 2024Q1: 7,243 shares; 2024Q2: 10,071 shares; 2024Q3: 12,535 shares; 2024Q4: 13,051 shares 13,051 $936K 0.08% +516 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,577 shares; 2024Q1: 4,579 shares; 2024Q2: 5,671 shares; 2024Q3: 5,476 shares; 2024Q4: 6,372 shares 6,372 $923K 0.08% +896 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73,528 shares; 2024Q1: 66,072 shares; 2024Q2: 61,172 shares; 2024Q3: 59,636 shares; 2024Q4: 52,141 shares 52,141 $923K 0.08% -7,495 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,017 shares; 2024Q1: 1,053 shares; 2024Q2: 1,077 shares; 2024Q3: 1,357 shares; 2024Q4: 1,557 shares 1,557 $912K 0.08% +200 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,802 shares; 2024Q1: 29,109 shares; 2024Q2: 28,402 shares; 2024Q3: 28,046 shares; 2024Q4: 27,563 shares 27,563 $881K 0.08% -483 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,307 shares; 2024Q1: 2,307 shares; 2024Q2: 2,469 shares; 2024Q3: 2,673 shares; 2024Q4: 3,354 shares 3,354 $874K 0.08% +681 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,271 shares; 2024Q1: 3,271 shares; 2024Q2: 3,071 shares; 2024Q3: 2,899 shares; 2024Q4: 2,929 shares 2,929 $869K 0.08% +30 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,326 shares; 2024Q1: 12,221 shares; 2024Q2: 12,116 shares; 2024Q3: 12,116 shares; 2024Q4: 11,215 shares 11,215 $867K 0.08% -901 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,984 shares; 2024Q1: 4,989 shares; 2024Q2: 6,610 shares; 2024Q3: 6,582 shares; 2024Q4: 8,058 shares 8,058 $867K 0.08% +1,476 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 12,892 shares; 2024Q2: 12,619 shares; 2024Q3: 12,282 shares; 2024Q4: 11,925 shares 11,925 $860K 0.07% -357 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,705 shares; 2024Q2: 1,696 shares; 2024Q3: 94,685 shares; 2024Q4: 5,034 shares 5,034 $852K 0.07% -89,651 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,583 shares; 2024Q1: 11,785 shares; 2024Q2: 11,788 shares; 2024Q3: 12,689 shares; 2024Q4: 13,259 shares 13,259 $846K 0.07% +570 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,574 shares; 2024Q1: 1,574 shares; 2024Q2: 1,574 shares; 2024Q3: 1,580 shares; 2024Q4: 1,615 shares 1,615 $843K 0.07% +35 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,839 shares; 2024Q1: 15,202 shares; 2024Q2: 14,767 shares; 2024Q3: 14,936 shares; 2024Q4: 14,976 shares 14,976 $843K 0.07% +40 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,257 shares; 2024Q1: 1,032 shares; 2024Q2: 1,042 shares; 2024Q3: 1,435 shares; 2024Q4: 1,432 shares 1,432 $839K 0.07% -3 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,835 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,475 shares 12,475 $825K 0.07% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,456 shares; 2024Q1: 5,085 shares; 2024Q2: 5,119 shares; 2024Q3: 4,926 shares; 2024Q4: 2,831 shares 2,831 $782K 0.07% -2,095 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,480 shares; 2024Q1: 9,828 shares; 2024Q2: 10,641 shares; 2024Q3: 10,586 shares; 2024Q4: 10,258 shares 10,258 $776K 0.07% -328 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,301 shares; 2024Q1: 5,126 shares; 2024Q2: 5,276 shares; 2024Q3: 5,733 shares; 2024Q4: 5,839 shares 5,839 $765K 0.07% +106 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,050 shares; 2024Q1: 14,450 shares; 2024Q2: 13,850 shares; 2024Q3: 13,900 shares; 2024Q4: 14,100 shares 14,100 $759K 0.07% +200 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,720 shares; 2024Q1: 11,620 shares; 2024Q2: 12,200 shares; 2024Q3: 12,500 shares; 2024Q4: 12,200 shares 12,200 $736K 0.06% -300 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,860 shares; 2024Q1: 8,011 shares; 2024Q2: 8,062 shares; 2024Q3: 9,312 shares; 2024Q4: 9,412 shares 9,412 $718K 0.06% +100 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,146 shares 16,146 $671K 0.06% new Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,659 shares; 2024Q1: 12,179 shares; 2024Q2: 11,052 shares; 2024Q3: 11,085 shares; 2024Q4: 8,919 shares 8,919 $667K 0.06% -2,166 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,544 shares; 2024Q1: 3,527 shares; 2024Q2: 3,611 shares; 2024Q3: 3,396 shares; 2024Q4: 3,497 shares 3,497 $656K 0.06% +101 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,247 shares; 2024Q1: 2,544 shares; 2024Q2: 2,949 shares; 2024Q3: 2,805 shares; 2024Q4: 2,816 shares 2,816 $654K 0.06% +11 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,437 shares; 2024Q1: 19,037 shares; 2024Q2: 19,037 shares; 2024Q3: 17,700 shares; 2024Q4: 18,012 shares 18,012 $652K 0.06% +312 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,262 shares; 2024Q1: 12,154 shares; 2024Q2: 12,066 shares; 2024Q3: 12,504 shares; 2024Q4: 12,415 shares 12,415 $649K 0.06% -89 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 6,549 shares; 2024Q2: 7,838 shares; 2024Q3: 7,845 shares; 2024Q4: 8,079 shares 8,079 $638K 0.06% +234 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,047 shares; 2024Q1: 1,072 shares; 2024Q2: 1,222 shares; 2024Q3: 1,309 shares; 2024Q4: 2,102 shares 2,102 $629K 0.05% +793 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,648 shares; 2024Q1: 10,294 shares; 2024Q2: 10,094 shares; 2024Q3: 11,694 shares; 2024Q4: 11,605 shares 11,605 $625K 0.05% -89 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,250 shares; 2024Q1: 6,250 shares; 2024Q2: 6,279 shares; 2024Q3: 6,579 shares; 2024Q4: 6,579 shares 6,579 $619K 0.05% 0 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 19,203 shares; 2024Q3: 19,095 shares; 2024Q4: 19,406 shares 19,406 $617K 0.05% +311 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,310 shares; 2024Q1: 3,410 shares; 2024Q2: 3,485 shares; 2024Q3: 3,485 shares; 2024Q4: 3,760 shares 3,760 $611K 0.05% +275 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,849 shares; 2024Q1: 5,950 shares; 2024Q2: 5,951 shares; 2024Q3: 6,931 shares; 2024Q4: 7,406 shares 7,406 $606K 0.05% +475 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,859 shares; 2024Q1: 2,090 shares; 2024Q2: 2,951 shares; 2024Q3: 3,071 shares; 2024Q4: 3,276 shares 3,276 $601K 0.05% +205 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,193 shares; 2024Q1: 3,301 shares; 2024Q2: 3,250 shares; 2024Q3: 3,084 shares; 2024Q4: 3,521 shares 3,521 $587K 0.05% +437 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,609 shares; 2024Q1: 21,415 shares; 2024Q2: 22,546 shares; 2024Q3: 25,356 shares; 2024Q4: 25,388 shares 25,388 $578K 0.05% +32 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,686 shares; 2024Q1: 13,186 shares; 2024Q2: 13,275 shares; 2024Q3: 13,275 shares; 2024Q4: 13,575 shares 13,575 $569K 0.05% +300 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,513 shares; 2024Q1: 11,906 shares; 2024Q2: 3,093 shares; 2024Q3: 2,867 shares; 2024Q4: 2,949 shares 2,949 $551K 0.05% +82 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,785 shares; 2024Q4: 3,135 shares 3,135 $544K 0.05% +350 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,795 shares; 2024Q1: 34,043 shares; 2024Q2: 34,353 shares; 2024Q3: 34,685 shares; 2024Q4: 13,458 shares 13,458 $540K 0.05% -21,227 Timeline EPRF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,518 shares; 2024Q1: 34,518 shares; 2024Q2: 31,518 shares; 2024Q3: 31,733 shares; 2024Q4: 29,208 shares 29,208 $531K 0.05% -2,525 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,032 shares; 2024Q3: 1,248 shares; 2024Q4: 982 shares 982 $529K 0.05% -266 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,868 shares; 2024Q1: 12,853 shares; 2024Q2: 11,899 shares; 2024Q3: 11,572 shares; 2024Q4: 11,526 shares 11,526 $525K 0.05% -46 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,705 shares; 2024Q1: 3,780 shares; 2024Q2: 4,380 shares; 2024Q3: 4,705 shares; 2024Q4: 3,100 shares 3,100 $525K 0.05% -1,605 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,812 shares; 2024Q1: 4,212 shares; 2024Q2: 4,980 shares; 2024Q3: 5,530 shares; 2024Q4: 5,680 shares 5,680 $525K 0.05% +150 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,667 shares; 2024Q1: 6,016 shares; 2024Q2: 6,135 shares; 2024Q3: 6,275 shares; 2024Q4: 6,373 shares 6,373 $522K 0.05% +98 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,693 shares; 2024Q1: 3,695 shares; 2024Q2: 4,029 shares; 2024Q3: 4,129 shares; 2024Q4: 4,153 shares 4,153 $500K 0.04% +24 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,700 shares; 2024Q1: 4,700 shares; 2024Q2: 4,710 shares; 2024Q3: 4,700 shares; 2024Q4: 5,000 shares 5,000 $491K 0.04% +300 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,909 shares; 2024Q1: 13,362 shares; 2024Q2: 11,396 shares; 2024Q3: 10,494 shares; 2024Q4: 9,714 shares 9,714 $489K 0.04% -780 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 697 shares; 2024Q2: 1,223 shares; 2024Q3: 1,314 shares; 2024Q4: 1,284 shares 1,284 $474K 0.04% -30 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,158 shares; 2024Q1: 6,407 shares; 2024Q2: 6,207 shares; 2024Q3: 6,723 shares; 2024Q4: 6,350 shares 6,350 $472K 0.04% -373 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 817 shares 817 $468K 0.04% new Timeline ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,200 shares; 2024Q4: 11,610 shares 11,610 $462K 0.04% +5,410 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,950 shares; 2024Q1: 5,150 shares; 2024Q2: 5,350 shares; 2024Q3: 5,250 shares; 2024Q4: 5,350 shares 5,350 $462K 0.04% +100 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 521 shares; 2024Q1: 513 shares; 2024Q2: 506 shares; 2024Q3: 532 shares; 2024Q4: 598 shares 598 $462K 0.04% +66 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,565 shares; 2024Q3: 1,825 shares; 2024Q4: 2,415 shares 2,415 $460K 0.04% +590 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,618 shares; 2024Q1: 11,997 shares; 2024Q2: 11,187 shares; 2024Q3: 10,078 shares; 2024Q4: 9,717 shares 9,717 $459K 0.04% -361 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,702 shares; 2024Q1: 3,702 shares; 2024Q2: 3,802 shares; 2024Q3: 3,773 shares; 2024Q4: 3,873 shares 3,873 $459K 0.04% +100 Timeline 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,900 shares; 2024Q1: 3,003 shares; 2024Q2: 3,003 shares; 2024Q3: 3,639 shares; 2024Q4: 3,742 shares 3,742 $456K 0.04% +103 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,408 shares; 2024Q1: 12,408 shares; 2024Q2: 13,010 shares; 2024Q3: 13,835 shares; 2024Q4: 14,714 shares 14,714 $452K 0.04% +879 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,953 shares; 2024Q1: 2,864 shares; 2024Q2: 2,881 shares; 2024Q3: 3,032 shares; 2024Q4: 2,902 shares 2,902 $441K 0.04% -130 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,700 shares; 2024Q1: 9,000 shares; 2024Q2: 10,700 shares; 2024Q3: 13,300 shares; 2024Q4: 15,700 shares 15,700 $436K 0.04% +2,400 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,923 shares; 2024Q3: 3,162 shares; 2024Q4: 3,595 shares 3,595 $434K 0.04% +433 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20,219 shares; 2024Q4: 20,291 shares 20,291 $433K 0.04% +72 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,190 shares; 2024Q1: 3,190 shares; 2024Q2: 3,190 shares; 2024Q3: 3,265 shares; 2024Q4: 3,265 shares 3,265 $432K 0.04% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,762 shares; 2024Q1: 6,600 shares; 2024Q2: 6,672 shares; 2024Q3: 6,511 shares; 2024Q4: 4,781 shares 4,781 $431K 0.04% -1,730 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,799 shares; 2024Q1: 5,956 shares; 2024Q2: 5,957 shares; 2024Q3: 5,945 shares; 2024Q4: 6,099 shares 6,099 $428K 0.04% +154 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,772 shares; 2024Q4: 1,672 shares 1,672 $424K 0.04% -100 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,685 shares; 2024Q3: 3,608 shares; 2024Q4: 3,510 shares 3,510 $424K 0.04% -98 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,210 shares; 2024Q1: 4,755 shares; 2024Q2: 4,755 shares; 2024Q3: 4,375 shares; 2024Q4: 3,830 shares 3,830 $412K 0.04% -545 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,733 shares; 2024Q1: 49,636 shares; 2024Q2: 12,241 shares; 2024Q3: 12,634 shares; 2024Q4: 10,981 shares 10,981 $412K 0.04% -1,653 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,000 shares; 2024Q1: 9,200 shares; 2024Q2: 11,000 shares; 2024Q3: 10,800 shares; 2024Q4: 11,200 shares 11,200 $410K 0.04% +400 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,105 shares; 2024Q1: 3,105 shares; 2024Q2: 3,014 shares; 2024Q3: 3,029 shares; 2024Q4: 3,043 shares 3,043 $408K 0.04% +14 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,430 shares; 2024Q1: 17,430 shares; 2024Q2: 17,600 shares; 2024Q3: 17,100 shares; 2024Q4: 17,600 shares 17,600 $406K 0.04% +500 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,749 shares; 2024Q1: 3,956 shares; 2024Q2: 4,442 shares; 2024Q3: 4,619 shares; 2024Q4: 4,705 shares 4,705 $404K 0.04% +86 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 650 shares; 2024Q2: 1,121 shares; 2024Q3: 1,015 shares; 2024Q4: 1,112 shares 1,112 $403K 0.04% +97 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,732 shares 4,732 $398K 0.03% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 52,041 shares; 2024Q1: 14,067 shares; 2024Q2: 13,982 shares; 2024Q3: 15,182 shares; 2024Q4: 14,095 shares 14,095 $397K 0.03% -1,087 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,804 shares; 2024Q2: 1,801 shares; 2024Q3: 1,801 shares; 2024Q4: 1,626 shares 1,626 $382K 0.03% -175 Timeline SOTHERLY HOTELS INC SOTHERLY HOTELS INC More: the full row for SOTHERLY HOTELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 405,500 shares; 2024Q1: 405,500 shares; 2024Q2: 405,500 shares; 2024Q3: 405,500 shares; 2024Q4: 405,500 shares 405,500 $378K 0.03% 0 BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 512 shares; 2024Q2: 496 shares; 2024Q3: 488 shares; 2024Q4: 825 shares 825 $374K 0.03% +337 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,967 shares; 2024Q1: 12,967 shares; 2024Q2: 11,993 shares; 2024Q3: 12,093 shares; 2024Q4: 8,225 shares 8,225 $369K 0.03% -3,868 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 745 shares; 2024Q4: 1,070 shares 1,070 $366K 0.03% +325 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,305 shares 2,305 $354K 0.03% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 325 shares; 2024Q4: 394 shares 394 $351K 0.03% +69 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 293 shares; 2024Q1: 293 shares; 2024Q2: 293 shares; 2024Q3: 295 shares; 2024Q4: 296 shares 296 $351K 0.03% +1 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,027 shares; 2024Q1: 3,227 shares; 2024Q2: 3,135 shares; 2024Q3: 3,218 shares; 2024Q4: 3,464 shares 3,464 $344K 0.03% +246 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 619 shares; 2024Q4: 603 shares 603 $343K 0.03% -16 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 628 shares; 2024Q1: 628 shares; 2024Q2: 628 shares; 2024Q3: 633 shares; 2024Q4: 635 shares 635 $338K 0.03% +2 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,216 shares; 2024Q3: 4,327 shares; 2024Q4: 5,569 shares 5,569 $328K 0.03% +1,242 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,226 shares; 2024Q1: 1,226 shares; 2024Q2: 1,230 shares; 2024Q3: 1,232 shares; 2024Q4: 1,340 shares 1,340 $323K 0.03% +108 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,901 shares; 2024Q4: 3,990 shares 3,990 $322K 0.03% +89 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,048 shares; 2024Q1: 1,050 shares; 2024Q2: 996 shares; 2024Q3: 1,043 shares; 2024Q4: 891 shares 891 $321K 0.03% -152 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,340 shares; 2024Q3: 2,990 shares; 2024Q4: 3,515 shares 3,515 $320K 0.03% +525 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,008 shares; 2024Q1: 7,168 shares; 2024Q2: 5,849 shares; 2024Q3: 5,128 shares; 2024Q4: 5,612 shares 5,612 $317K 0.03% +484 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,675 shares; 2024Q1: 4,975 shares; 2024Q2: 4,975 shares; 2024Q3: 4,875 shares; 2024Q4: 5,258 shares 5,258 $298K 0.03% +383 DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,968 shares; 2024Q1: 11,429 shares; 2024Q2: 13,615 shares; 2024Q3: 15,188 shares; 2024Q4: 8,938 shares 8,938 $293K 0.03% -6,250 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,040 shares; 2024Q1: 1,040 shares; 2024Q2: 1,020 shares; 2024Q3: 1,020 shares; 2024Q4: 1,000 shares 1,000 $289K 0.03% -20 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,444 shares; 2024Q1: 2,459 shares; 2024Q2: 2,459 shares; 2024Q3: 2,381 shares; 2024Q4: 2,589 shares 2,589 $288K 0.03% +208 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,994 shares; 2024Q1: 5,600 shares; 2024Q2: 5,600 shares; 2024Q3: 5,600 shares; 2024Q4: 5,600 shares 5,600 $285K 0.02% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,379 shares; 2024Q3: 1,417 shares; 2024Q4: 1,379 shares 1,379 $283K 0.02% -38 Timeline ENZL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,250 shares; 2024Q1: 6,250 shares; 2024Q2: 6,250 shares; 2024Q3: 6,250 shares; 2024Q4: 6,250 shares 6,250 $282K 0.02% 0 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,622 shares; 2024Q1: 23,602 shares; 2024Q2: 4,034 shares; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares 3,950 $282K 0.02% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 855 shares 855 $281K 0.02% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,510 shares; 2024Q3: 1,564 shares; 2024Q4: 1,443 shares 1,443 $278K 0.02% -121 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,750 shares; 2024Q1: 1,750 shares; 2024Q2: 1,750 shares; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares 1,700 $273K 0.02% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,468 shares; 2024Q1: 2,358 shares; 2024Q2: 2,534 shares; 2024Q3: 2,910 shares; 2024Q4: 3,098 shares 3,098 $271K 0.02% +188 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,193 shares; 2024Q4: 1,193 shares 1,193 $267K 0.02% 0 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,800 shares; 2024Q1: 6,200 shares; 2024Q2: 6,500 shares; 2024Q3: 6,500 shares; 2024Q4: 6,800 shares 6,800 $258K 0.02% +300 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,842 shares; 2024Q1: 1,942 shares; 2024Q2: 1,992 shares; 2024Q3: 2,094 shares; 2024Q4: 2,194 shares 2,194 $250K 0.02% +100 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,693 shares; 2024Q1: 15,793 shares; 2024Q2: 18,556 shares; 2024Q3: 10,929 shares; 2024Q4: 12,308 shares 12,308 $247K 0.02% +1,379 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,600 shares; 2024Q2: 3,600 shares; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares 3,600 $246K 0.02% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,426 shares; 2024Q4: 3,378 shares 3,378 $243K 0.02% -48 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,000 shares; 2024Q1: 3,300 shares; 2024Q2: 3,966 shares; 2024Q3: 3,900 shares; 2024Q4: 4,440 shares 4,440 $242K 0.02% +540 K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,246 shares; 2024Q1: 8,850 shares; 2024Q2: 9,455 shares; 2024Q3: 2,816 shares; 2024Q4: 2,976 shares 2,976 $241K 0.02% +160 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,363 shares; 2024Q4: 1,130 shares 1,130 $240K 0.02% -1,233 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,970 shares; 2024Q4: 3,977 shares 3,977 $240K 0.02% +7 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,800 shares; 2024Q1: 4,800 shares; 2024Q2: 4,800 shares; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares 4,800 $238K 0.02% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,886 shares; 2024Q1: 2,845 shares; 2024Q2: 2,824 shares; 2024Q3: 2,237 shares; 2024Q4: 2,228 shares 2,228 $237K 0.02% -9 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,002 shares; 2024Q1: 4,002 shares; 2024Q2: 4,002 shares; 2024Q3: 4,002 shares; 2024Q4: 4,002 shares 4,002 $234K 0.02% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 575 shares 575 $232K 0.02% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,344 shares 1,344 $232K 0.02% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,575 shares 2,575 $232K 0.02% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,899 shares; 2024Q3: 6,897 shares; 2024Q4: 7,832 shares 7,832 $232K 0.02% +935 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,984 shares 1,984 $230K 0.02% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 616 shares; 2024Q3: 593 shares; 2024Q4: 440 shares 440 $219K 0.02% -153 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,062 shares 1,062 $219K 0.02% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,176 shares 1,176 $214K 0.02% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 207 shares 207 $212K 0.02% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,787 shares 2,787 $211K 0.02% new Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,192 shares; 2024Q4: 3,192 shares 3,192 $210K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 714 shares 714 $209K 0.02% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,920 shares; 2024Q4: 1,820 shares 1,820 $200K 0.02% -100 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,570 shares 1,570 $200K 0.02% new Timeline WK KELLOGG CO WK KELLOGG CO More: the full row for WK KELLOGG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,857 shares 10,857 $195K 0.02% new OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 19,400 shares; 2024Q4: 19,400 shares 19,400 $192K 0.02% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,240 shares; 2024Q4: 10,200 shares 10,200 $154K 0.01% -40 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,800 shares; 2024Q3: 25,100 shares; 2024Q4: 25,100 shares 25,100 $123K 0.01% 0 Timeline MGNX MACROGENICS INC More: the full row for MACROGENICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 37,750 shares 37,750 $123K 0.01% new Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,100 shares; 2024Q1: 17,900 shares; 2024Q2: 17,900 shares; 2024Q3: 13,400 shares; 2024Q4: 13,400 shares 13,400 $121K 0.01% 0 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,500 shares; 2024Q3: 20,500 shares; 2024Q4: 20,500 shares 20,500 $117K 0.01% 0 Timeline OLO INC OLO INC More: the full row for OLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,120 shares; 2024Q4: 13,120 shares 13,120 $101K 0.01% 0 VERRICA PHARMACEUTICALS INC VERRICA PHARMACEUTICALS INC More: the full row for VERRICA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,000 shares; 2024Q1: 30,000 shares; 2024Q2: 30,000 shares; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares 30,000 $21K <0.01% 0