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: not loaded; 2023Q3: not loaded; 2023Q4: 195,421 shares; 2024Q1: 204,166 shares; 2024Q2: 203,145 shares; 2024Q3: 208,389 shares; 2024Q4: 210,070 shares 210,070 $123M 14.47% +1,681 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: not loaded; 2023Q3: not loaded; 2023Q4: 164,652 shares; 2024Q1: 167,380 shares; 2024Q2: 150,421 shares; 2024Q3: 151,597 shares; 2024Q4: 139,577 shares 139,577 $82.2M 9.66% -12,020 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 176,642 shares; 2024Q1: 220,804 shares; 2024Q2: 193,108 shares; 2024Q3: 178,507 shares; 2024Q4: 178,794 shares 178,794 $41.6M 4.89% +287 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: not loaded; 2023Q3: not loaded; 2023Q4: 130,100 shares; 2024Q1: 125,606 shares; 2024Q2: 109,403 shares; 2024Q3: 102,819 shares; 2024Q4: 102,398 shares 102,398 $25.6M 3.01% -421 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 808,772 shares; 2024Q1: 906,672 shares; 2024Q2: 864,238 shares; 2024Q3: 1,054,005 shares; 2024Q4: 1,050,399 shares 1,050,399 $25.5M 2.99% -3,606 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: not loaded; 2023Q3: not loaded; 2023Q4: 53,470 shares; 2024Q1: 55,238 shares; 2024Q2: 53,246 shares; 2024Q3: 51,116 shares; 2024Q4: 50,793 shares 50,793 $21.4M 2.52% -323 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 321,773 shares; 2024Q1: 320,788 shares; 2024Q2: 432,785 shares; 2024Q3: 507,866 shares; 2024Q4: 460,958 shares 460,958 $20.8M 2.45% -46,908 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: not loaded; 2023Q3: not loaded; 2023Q4: 11,367 shares; 2024Q1: 9,476 shares; 2024Q2: 9,109 shares; 2024Q3: 88,597 shares; 2024Q4: 87,650 shares 87,650 $20.3M 2.39% -947 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: not loaded; 2023Q3: not loaded; 2023Q4: 121,877 shares; 2024Q1: 122,059 shares; 2024Q2: 117,510 shares; 2024Q3: 116,406 shares; 2024Q4: 111,323 shares 111,323 $19.8M 2.33% -5,083 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: not loaded; 2023Q3: not loaded; 2023Q4: 20,084 shares; 2024Q1: 20,123 shares; 2024Q2: 19,443 shares; 2024Q3: 19,250 shares; 2024Q4: 22,145 shares 22,145 $17.1M 2.01% +2,895 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 307,615 shares; 2024Q1: 310,581 shares; 2024Q2: 164,255 shares; 2024Q3: 309,579 shares; 2024Q4: 314,605 shares 314,605 $16.5M 1.94% +5,026 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: not loaded; 2023Q3: not loaded; 2023Q4: 19,310 shares; 2024Q1: 25,401 shares; 2024Q2: 29,274 shares; 2024Q3: 24,809 shares; 2024Q4: 24,741 shares 24,741 $14.5M 1.7% -68 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: not loaded; 2023Q3: not loaded; 2023Q4: 123,818 shares; 2024Q1: 123,331 shares; 2024Q2: 118,992 shares; 2024Q3: 119,190 shares; 2024Q4: 118,286 shares 118,286 $14.3M 1.68% -904 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: not loaded; 2023Q3: not loaded; 2023Q4: 60,847 shares; 2024Q1: 60,526 shares; 2024Q2: 58,455 shares; 2024Q3: 57,199 shares; 2024Q4: 56,927 shares 56,927 $13.6M 1.6% -272 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 102,464 shares; 2024Q1: 103,053 shares; 2024Q2: 154,856 shares; 2024Q3: 155,091 shares; 2024Q4: 131,870 shares 131,870 $12.8M 1.5% -23,221 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 9,636 shares; 2024Q1: 9,636 shares; 2024Q2: 66,011 shares; 2024Q3: 68,034 shares; 2024Q4: 65,838 shares 65,838 $12.6M 1.48% -2,196 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: not loaded; 2023Q3: not loaded; 2023Q4: 40,375 shares; 2024Q1: 52,258 shares; 2024Q2: 58,018 shares; 2024Q3: 57,226 shares; 2024Q4: 56,588 shares 56,588 $12.4M 1.46% -638 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: not loaded; 2023Q3: not loaded; 2023Q4: 40,020 shares; 2024Q1: 39,901 shares; 2024Q2: 38,319 shares; 2024Q3: 38,218 shares; 2024Q4: 37,883 shares 37,883 $12M 1.41% -335 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: not loaded; 2023Q3: not loaded; 2023Q4: 57,212 shares; 2024Q1: 57,054 shares; 2024Q2: 64,755 shares; 2024Q3: 63,291 shares; 2024Q4: 63,105 shares 63,105 $11.9M 1.4% -186 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 18,143 shares; 2024Q1: 23,424 shares; 2024Q2: 25,936 shares; 2024Q3: 25,983 shares; 2024Q4: 25,989 shares 25,989 $11.8M 1.38% +6 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: not loaded; 2023Q3: not loaded; 2023Q4: 187 shares; 2024Q1: 18,894 shares; 2024Q2: 18,333 shares; 2024Q3: 20,419 shares; 2024Q4: 20,351 shares 20,351 $11.7M 1.37% -68 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 96,314 shares; 2024Q1: 93,659 shares; 2024Q2: 183,709 shares; 2024Q3: 117,045 shares; 2024Q4: 118,360 shares 118,360 $11.5M 1.35% +1,315 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: not loaded; 2023Q3: not loaded; 2023Q4: 9,470 shares; 2024Q1: 9,006 shares; 2024Q2: 88,773 shares; 2024Q3: 82,160 shares; 2024Q4: 83,621 shares 83,621 $11.2M 1.32% +1,461 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 84,165 shares; 2024Q1: 85,275 shares; 2024Q2: 150,667 shares; 2024Q3: 82,812 shares; 2024Q4: 83,224 shares 83,224 $11M 1.29% +412 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 215,783 shares; 2024Q4: 218,057 shares 218,057 $10.5M 1.24% +2,274 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,251 shares 10,251 $10.5M 1.24% new 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: not loaded; 2023Q3: not loaded; 2023Q4: 28,143 shares; 2024Q1: 28,119 shares; 2024Q2: 26,926 shares; 2024Q3: 26,375 shares; 2024Q4: 26,130 shares 26,130 $10.2M 1.19% -245 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 38,277 shares; 2024Q1: 38,128 shares; 2024Q2: 30,652 shares; 2024Q3: 41,351 shares; 2024Q4: 41,221 shares 41,221 $9.43M 1.11% -130 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 198,122 shares; 2024Q1: 198,051 shares; 2024Q2: 185,614 shares; 2024Q3: 186,375 shares; 2024Q4: 185,271 shares 185,271 $8.92M 1.05% -1,104 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: not loaded; 2023Q3: not loaded; 2023Q4: 82,762 shares; 2024Q1: 82,671 shares; 2024Q2: 82,707 shares; 2024Q3: 92,411 shares; 2024Q4: 86,148 shares 86,148 $8.75M 1.03% -6,263 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 671 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 60,845 shares; 2024Q4: 61,080 shares 61,080 $7.68M 0.9% +235 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 56,487 shares; 2024Q1: 56,743 shares; 2024Q2: 110,723 shares; 2024Q3: 120,595 shares; 2024Q4: 137,858 shares 137,858 $7.64M 0.9% +17,263 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: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 440 shares; 2024Q2: 53,765 shares; 2024Q3: 58,628 shares; 2024Q4: 59,232 shares 59,232 $7.49M 0.88% +604 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: not loaded; 2023Q3: not loaded; 2023Q4: 56,945 shares; 2024Q1: 56,947 shares; 2024Q2: 50,725 shares; 2024Q3: 50,566 shares; 2024Q4: 46,897 shares 46,897 $7.48M 0.88% -3,669 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 36,845 shares; 2024Q1: 36,584 shares; 2024Q2: 34,425 shares; 2024Q3: 43,059 shares; 2024Q4: 43,301 shares 43,301 $7.46M 0.88% +242 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20,086 shares; 2024Q4: 20,038 shares 20,038 $6.99M 0.82% -48 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: not loaded; 2023Q3: not loaded; 2023Q4: 8,010 shares; 2024Q1: 7,267 shares; 2024Q2: 65,093 shares; 2024Q3: 64,354 shares; 2024Q4: 63,605 shares 63,605 $6.84M 0.8% -749 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 53,251 shares; 2024Q1: 53,084 shares; 2024Q2: 51,297 shares; 2024Q3: 59,625 shares; 2024Q4: 59,529 shares 59,529 $6.48M 0.76% -96 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,321 shares; 2024Q1: 6,332 shares; 2024Q2: 5,176 shares; 2024Q3: 5,959 shares; 2024Q4: 5,950 shares 5,950 $6.27M 0.74% -9 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 55,670 shares; 2024Q1: 55,057 shares; 2024Q2: 60,760 shares; 2024Q3: 61,732 shares; 2024Q4: 67,510 shares 67,510 $6.19M 0.73% +5,778 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 37,398 shares; 2024Q1: 37,240 shares; 2024Q2: 35,244 shares; 2024Q3: 33,544 shares; 2024Q4: 33,277 shares 33,277 $5.91M 0.69% -267 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,893 shares; 2024Q3: 11,897 shares; 2024Q4: 113,097 shares 113,097 $5.8M 0.68% +101,200 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 92 shares; 2024Q3: 26,100 shares; 2024Q4: 26,217 shares 26,217 $5.79M 0.68% +117 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,715 shares; 2024Q1: 12,620 shares; 2024Q2: 11,715 shares; 2024Q3: 11,666 shares; 2024Q4: 11,583 shares 11,583 $5.49M 0.65% -83 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 48,459 shares 48,459 $5.36M 0.63% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 54,999 shares; 2024Q1: 63,310 shares; 2024Q2: 62,825 shares; 2024Q3: 62,979 shares; 2024Q4: 62,531 shares 62,531 $4.96M 0.58% -448 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 27,595 shares; 2024Q4: 27,515 shares 27,515 $4.88M 0.57% -80 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: not loaded; 2023Q3: not loaded; 2023Q4: 14,331 shares; 2024Q1: 10,281 shares; 2024Q2: 10,479 shares; 2024Q3: 7,735 shares; 2024Q4: 11,683 shares 11,683 $4.8M 0.56% +3,948 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: not loaded; 2023Q3: not loaded; 2023Q4: 77,302 shares; 2024Q1: 90,083 shares; 2024Q2: 80,014 shares; 2024Q3: 45,772 shares; 2024Q4: 46,054 shares 46,054 $4.76M 0.56% +282 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 13,787 shares; 2024Q2: 12,956 shares; 2024Q3: 25,812 shares; 2024Q4: 25,561 shares 25,561 $4.73M 0.56% -251 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 28,323 shares; 2024Q1: 28,387 shares; 2024Q2: 26,689 shares; 2024Q3: 17,802 shares; 2024Q4: 17,666 shares 17,666 $4.48M 0.53% -136 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: not loaded; 2023Q3: not loaded; 2023Q4: 134,922 shares; 2024Q1: 149,475 shares; 2024Q2: 143,159 shares; 2024Q3: 95,091 shares; 2024Q4: 84,086 shares 84,086 $4.39M 0.52% -11,005 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: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 48,394 shares 48,394 $4.15M 0.49% new 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: not loaded; 2023Q3: not loaded; 2023Q4: 24,779 shares; 2024Q1: 24,878 shares; 2024Q2: 24,550 shares; 2024Q3: 19,231 shares; 2024Q4: 14,092 shares 14,092 $4.07M 0.48% -5,139 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 47,014 shares; 2024Q1: 47,015 shares; 2024Q2: 47,015 shares; 2024Q3: 47,018 shares; 2024Q4: 142,639 shares 142,639 $3.9M 0.46% +95,621 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 26,303 shares; 2024Q1: 25,967 shares; 2024Q2: 24,465 shares; 2024Q3: 24,335 shares; 2024Q4: 24,058 shares 24,058 $3.37M 0.4% -277 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,358 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 65,655 shares; 2024Q4: 66,349 shares 66,349 $3.34M 0.39% +694 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,547 shares 15,547 $3.22M 0.38% new 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: not loaded; 2023Q3: not loaded; 2023Q4: 21,900 shares; 2024Q1: 21,740 shares; 2024Q2: 20,396 shares; 2024Q3: 20,191 shares; 2024Q4: 19,950 shares 19,950 $3.03M 0.36% -241 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 29,605 shares; 2024Q4: 29,682 shares 29,682 $3.03M 0.36% +77 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: not loaded; 2023Q3: not loaded; 2023Q4: 4,278 shares; 2024Q1: 9,223 shares; 2024Q2: 13,939 shares; 2024Q3: 8,081 shares; 2024Q4: 25,792 shares 25,792 $2.97M 0.35% +17,711 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 91,741 shares; 2024Q1: 93,004 shares; 2024Q2: 86,710 shares; 2024Q3: 42,790 shares; 2024Q4: 21,595 shares 21,595 $2.78M 0.33% -21,195 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: not loaded; 2023Q3: not loaded; 2023Q4: 270 shares; 2024Q1: 515 shares; 2024Q2: 487 shares; 2024Q3: 2,792 shares; 2024Q4: 2,860 shares 2,860 $2.55M 0.3% +68 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: not loaded; 2023Q3: not loaded; 2023Q4: 148 shares; 2024Q1: 148 shares; 2024Q2: 148 shares; 2024Q3: 100 shares; 2024Q4: 6,507 shares 6,507 $2.36M 0.28% +6,407 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 62,375 shares; 2024Q1: 62,375 shares; 2024Q2: 62,375 shares; 2024Q3: 59,450 shares; 2024Q4: 57,960 shares 57,960 $2.34M 0.27% -1,490 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,404 shares; 2024Q2: 1,104 shares; 2024Q3: 30,408 shares; 2024Q4: 30,338 shares 30,338 $2.3M 0.27% -70 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,264 shares; 2024Q1: 4,246 shares; 2024Q2: 4,352 shares; 2024Q3: 4,438 shares; 2024Q4: 4,444 shares 4,444 $2.02M 0.24% +6 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 55,908 shares; 2024Q1: 56,102 shares; 2024Q2: 41,708 shares; 2024Q3: 43,954 shares; 2024Q4: 41,721 shares 41,721 $1.93M 0.23% -2,233 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,524 shares; 2024Q1: 30,401 shares; 2024Q2: 18,820 shares; 2024Q3: 30,526 shares; 2024Q4: 20,456 shares 20,456 $1.89M 0.22% -10,070 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; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,063 shares; 2024Q1: not reported; 2024Q2: 5,951 shares; 2024Q3: 6,795 shares; 2024Q4: 24,971 shares 24,971 $1.45M 0.17% +18,176 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 29,115 shares; 2024Q1: 24,597 shares; 2024Q2: 19,903 shares; 2024Q3: 27,027 shares; 2024Q4: 39,455 shares 39,455 $1.45M 0.17% +12,428 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11,407 shares; 2024Q1: 11,592 shares; 2024Q2: 12,872 shares; 2024Q3: 12,998 shares; 2024Q4: 13,263 shares 13,263 $1.41M 0.17% +265 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 22,626 shares; 2024Q1: 15,066 shares; 2024Q2: 16,311 shares; 2024Q3: 21,894 shares; 2024Q4: 15,374 shares 15,374 $1.37M 0.16% -6,520 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,480 shares; 2024Q1: 4,169 shares; 2024Q2: 4,169 shares; 2024Q3: 4,169 shares; 2024Q4: 4,485 shares 4,485 $1.3M 0.15% +316 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37,328 shares; 2024Q3: 56,747 shares; 2024Q4: 23,600 shares 23,600 $1.23M 0.14% -33,147 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,547 shares; 2024Q1: 2,820 shares; 2024Q2: 2,168 shares; 2024Q3: 2,168 shares; 2024Q4: 23,354 shares 23,354 $1.16M 0.14% +21,186 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: not loaded; 2023Q3: not loaded; 2023Q4: 39,158 shares; 2024Q1: 48,896 shares; 2024Q2: 64,872 shares; 2024Q3: 53,624 shares; 2024Q4: 16,072 shares 16,072 $1.13M 0.13% -37,552 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: not loaded; 2023Q3: not loaded; 2023Q4: 4,183 shares; 2024Q1: 2,400 shares; 2024Q2: 1,767 shares; 2024Q3: 1,767 shares; 2024Q4: 1,767 shares 1,767 $1.01M 0.12% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 18,043 shares; 2024Q1: 31,688 shares; 2024Q2: 36,278 shares; 2024Q3: 39,092 shares; 2024Q4: 43,334 shares 43,334 $996K 0.12% +4,242 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: not loaded; 2023Q3: not loaded; 2023Q4: 14,376 shares; 2024Q1: 14,376 shares; 2024Q2: 14,376 shares; 2024Q3: 14,376 shares; 2024Q4: 18,126 shares 18,126 $913K 0.11% +3,750 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: not loaded; 2023Q3: not loaded; 2023Q4: 9,067 shares; 2024Q1: 11,626 shares; 2024Q2: 10,953 shares; 2024Q3: 11,112 shares; 2024Q4: 11,362 shares 11,362 $751K 0.09% +250 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: not loaded; 2023Q3: not loaded; 2023Q4: 3,320 shares; 2024Q1: 3,604 shares; 2024Q2: 3,604 shares; 2024Q3: 3,604 shares; 2024Q4: 3,604 shares 3,604 $686K 0.08% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,521 shares; 2024Q1: 5,521 shares; 2024Q2: 5,521 shares; 2024Q3: 5,521 shares; 2024Q4: 5,855 shares 5,855 $636K 0.07% +334 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: not loaded; 2023Q3: not loaded; 2023Q4: 8,885 shares; 2024Q1: 8,885 shares; 2024Q2: 9,566 shares; 2024Q3: 8,885 shares; 2024Q4: 8,885 shares 8,885 $624K 0.07% 0 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,114 shares; 2024Q1: 20,114 shares; 2024Q2: 23,055 shares; 2024Q3: 23,455 shares; 2024Q4: 23,596 shares 23,596 $591K 0.07% +141 IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,944 shares; 2024Q1: 20,944 shares; 2024Q2: 23,915 shares; 2024Q3: 23,915 shares; 2024Q4: 24,047 shares 24,047 $579K 0.07% +132 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,879 shares; 2024Q1: 20,879 shares; 2024Q2: 23,778 shares; 2024Q3: 23,778 shares; 2024Q4: 23,899 shares 23,899 $573K 0.07% +121 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,039 shares; 2024Q1: 20,039 shares; 2024Q2: 22,685 shares; 2024Q3: 22,685 shares; 2024Q4: 22,802 shares 22,802 $568K 0.07% +117 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 23,398 shares; 2024Q1: 23,398 shares; 2024Q2: 26,288 shares; 2024Q3: 26,288 shares; 2024Q4: 26,413 shares 26,413 $564K 0.07% +125 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 21,956 shares; 2024Q1: 21,956 shares; 2024Q2: 24,512 shares; 2024Q3: 24,512 shares; 2024Q4: 24,635 shares 24,635 $562K 0.07% +123 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 23,168 shares; 2024Q1: 23,168 shares; 2024Q2: 27,204 shares; 2024Q3: 27,204 shares; 2024Q4: 27,270 shares 27,270 $555K 0.07% +66 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,145 shares; 2024Q1: 10,145 shares; 2024Q2: 10,145 shares; 2024Q3: 10,145 shares; 2024Q4: 11,230 shares 11,230 $477K 0.06% +1,085 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: not loaded; 2023Q3: not loaded; 2023Q4: 3,927 shares; 2024Q1: 3,927 shares; 2024Q2: 3,927 shares; 2024Q3: 3,927 shares; 2024Q4: 3,927 shares 3,927 $444K 0.05% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,000 shares 12,000 $441K 0.05% new Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,005 shares; 2024Q1: 10,005 shares; 2024Q2: 10,005 shares; 2024Q3: 10,005 shares; 2024Q4: 10,234 shares 10,234 $437K 0.05% +229 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 855 shares; 2024Q1: 872 shares; 2024Q2: 868 shares; 2024Q3: 852 shares; 2024Q4: 839 shares 839 $436K 0.05% -13 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,093 shares; 2024Q1: 5,093 shares; 2024Q2: 5,093 shares; 2024Q3: 5,093 shares; 2024Q4: 6,652 shares 6,652 $404K 0.05% +1,559 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: not loaded; 2023Q3: not loaded; 2023Q4: 4,836 shares; 2024Q1: 4,736 shares; 2024Q2: 4,411 shares; 2024Q3: 4,411 shares; 2024Q4: 4,411 shares 4,411 $401K 0.05% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: 1,377 shares; 2024Q1: 1,377 shares; 2024Q2: 1,377 shares; 2024Q3: 1,377 shares; 2024Q4: 1,377 shares 1,377 $399K 0.05% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,382 shares; 2024Q3: 2,449 shares; 2024Q4: 4,582 shares 4,582 $389K 0.05% +2,133 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,662 shares; 2024Q1: 6,662 shares; 2024Q2: 6,662 shares; 2024Q3: 6,662 shares; 2024Q4: 6,597 shares 6,597 $378K 0.04% -65 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,899 shares; 2024Q1: 5,601 shares; 2024Q2: 5,314 shares; 2024Q3: 4,820 shares; 2024Q4: 4,523 shares 4,523 $363K 0.04% -297 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,514 shares; 2024Q1: 5,923 shares; 2024Q2: 5,923 shares; 2024Q3: 5,615 shares; 2024Q4: 5,615 shares 5,615 $350K 0.04% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 973 shares; 2024Q1: 953 shares; 2024Q2: 942 shares; 2024Q3: 942 shares; 2024Q4: 942 shares 942 $348K 0.04% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,703 shares; 2024Q1: 5,703 shares; 2024Q2: 5,703 shares; 2024Q3: 5,703 shares; 2024Q4: 6,152 shares 6,152 $307K 0.04% +449 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,872 shares; 2024Q1: 2,483 shares; 2024Q2: 2,870 shares; 2024Q3: 2,886 shares; 2024Q4: 3,006 shares 3,006 $299K 0.04% +120 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,926 shares; 2024Q3: 1,266 shares; 2024Q4: 5,417 shares 5,417 $287K 0.03% +4,151 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: not loaded; 2023Q3: not loaded; 2023Q4: 1,655 shares; 2024Q1: 1,671 shares; 2024Q2: 1,671 shares; 2024Q3: 1,655 shares; 2024Q4: 1,655 shares 1,655 $277K 0.03% 0 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 4,154 shares; 2024Q2: 16,636 shares; 2024Q3: 18,490 shares; 2024Q4: 5,771 shares 5,771 $256K 0.03% -12,719 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: not loaded; 2023Q3: not loaded; 2023Q4: 1,342 shares; 2024Q1: 1,342 shares; 2024Q2: 1,342 shares; 2024Q3: 1,352 shares; 2024Q4: 1,112 shares 1,112 $244K 0.03% -240 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,538 shares; 2024Q1: 4,538 shares; 2024Q2: 3,823 shares; 2024Q3: 3,645 shares; 2024Q4: 3,645 shares 3,645 $238K 0.03% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,279 shares; 2024Q1: 3,279 shares; 2024Q2: 3,224 shares; 2024Q3: 3,189 shares; 2024Q4: 3,143 shares 3,143 $233K 0.03% -46 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,348 shares; 2024Q1: 4,348 shares; 2024Q2: 4,348 shares; 2024Q3: 4,348 shares; 2024Q4: 4,796 shares 4,796 $229K 0.03% +448 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 279 shares; 2024Q1: 279 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,861 shares 4,861 $229K 0.03% new 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: not loaded; 2023Q3: not loaded; 2023Q4: 4,649 shares; 2024Q1: 4,904 shares; 2024Q2: 5,082 shares; 2024Q3: 1,928 shares; 2024Q4: 2,112 shares 2,112 $225K 0.03% +184 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: not loaded; 2023Q3: not loaded; 2023Q4: 845 shares; 2024Q1: 820 shares; 2024Q2: 654 shares; 2024Q3: 460 shares; 2024Q4: 423 shares 423 $221K 0.03% -37 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 608 shares; 2024Q1: 608 shares; 2024Q2: 608 shares; 2024Q3: 608 shares; 2024Q4: 608 shares 608 $216K 0.03% 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: not loaded; 2023Q3: not loaded; 2023Q4: 579 shares; 2024Q1: 729 shares; 2024Q2: 697 shares; 2024Q3: 547 shares; 2024Q4: 527 shares 527 $213K 0.03% -20 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 863 shares; 2024Q1: 858 shares; 2024Q2: 835 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $211K 0.02% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,000 shares; 2024Q1: 2,285 shares; 2024Q2: 2,285 shares; 2024Q3: 2,289 shares; 2024Q4: 2,289 shares 2,289 $201K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 8,112 shares 8,112 $185K 0.02% +8,100 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,243 shares; 2024Q2: 1,669 shares; 2024Q3: 1,669 shares; 2024Q4: 1,669 shares 1,669 $172K 0.02% 0 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,059 shares; 2024Q4: 2,059 shares 2,059 $168K 0.02% 0 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,483 shares; 2024Q1: 2,483 shares; 2024Q2: 2,483 shares; 2024Q3: 2,483 shares; 2024Q4: 2,483 shares 2,483 $165K 0.02% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,179 shares; 2024Q1: 3,179 shares; 2024Q2: 3,179 shares; 2024Q3: 3,179 shares; 2024Q4: 3,179 shares 3,179 $159K 0.02% 0 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 40,000 shares; 2024Q1: 40,000 shares; 2024Q2: 40,000 shares; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares 40,000 $158K 0.02% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: 12,562 shares; 2024Q1: 123,296 shares; 2024Q2: 61,161 shares; 2024Q3: 1,546 shares; 2024Q4: 1,540 shares 1,540 $154K 0.02% -6 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 3,780 shares; 2024Q2: 3,780 shares; 2024Q3: 3,780 shares; 2024Q4: 3,780 shares 3,780 $152K 0.02% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,735 shares; 2024Q1: 665 shares; 2024Q2: 615 shares; 2024Q3: 615 shares; 2024Q4: 615 shares 615 $149K 0.02% 0 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,982 shares; 2024Q1: 3,861 shares; 2024Q2: 3,861 shares; 2024Q3: 3,861 shares; 2024Q4: 3,861 shares 3,861 $147K 0.02% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,899 shares; 2024Q1: 2,899 shares; 2024Q2: 2,699 shares; 2024Q3: 2,699 shares; 2024Q4: 1,052 shares 1,052 $142K 0.02% -1,647 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 39,097 shares; 2024Q1: 35,828 shares; 2024Q2: 1,092 shares; 2024Q3: 1,092 shares; 2024Q4: 962 shares 962 $132K 0.02% -130 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: not loaded; 2023Q3: not loaded; 2023Q4: 290 shares; 2024Q1: 290 shares; 2024Q2: 245 shares; 2024Q3: 245 shares; 2024Q4: 245 shares 245 $132K 0.02% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 33,268 shares; 2024Q1: 33,631 shares; 2024Q2: 2,073 shares; 2024Q3: 1,700 shares; 2024Q4: 1,482 shares 1,482 $132K 0.02% -218 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: not loaded; 2023Q3: not loaded; 2023Q4: 994 shares; 2024Q1: 2,315 shares; 2024Q2: 2,477 shares; 2024Q3: 1,446 shares; 2024Q4: 1,446 shares 1,446 $131K 0.02% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 9,511 shares; 2024Q1: 3,994 shares; 2024Q2: 3,803 shares; 2024Q3: 3,770 shares; 2024Q4: 3,770 shares 3,770 $128K 0.02% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: 1,508 shares; 2024Q1: 1,501 shares; 2024Q2: 1,280 shares; 2024Q3: 532 shares; 2024Q4: 532 shares 532 $121K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 143 shares; 2024Q1: 141 shares; 2024Q2: 133 shares; 2024Q3: 110 shares; 2024Q4: 110 shares 110 $117K 0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: 1,600 shares; 2024Q1: 1,721 shares; 2024Q2: 1,600 shares; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares 1,600 $115K 0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,143 shares; 2024Q1: 2,344 shares; 2024Q2: 2,197 shares; 2024Q3: 2,197 shares; 2024Q4: 2,217 shares 2,217 $115K 0.01% +20 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,929 shares; 2024Q1: 2,942 shares; 2024Q2: 5,058 shares; 2024Q3: 5,058 shares; 2024Q4: 5,007 shares 5,007 $114K 0.01% -51 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,001 shares; 2024Q1: 3,016 shares; 2024Q2: 5,189 shares; 2024Q3: 5,189 shares; 2024Q4: 5,137 shares 5,137 $114K 0.01% -52 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,858 shares; 2024Q1: 2,871 shares; 2024Q2: 4,931 shares; 2024Q3: 4,931 shares; 2024Q4: 4,882 shares 4,882 $114K 0.01% -49 IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,032 shares; 2024Q1: 3,050 shares; 2024Q2: 5,247 shares; 2024Q3: 5,247 shares; 2024Q4: 5,195 shares 5,195 $114K 0.01% -52 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,293 shares; 2024Q3: 2,293 shares; 2024Q4: 5,266 shares 5,266 $112K 0.01% +2,973 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 240 shares; 2024Q1: 240 shares; 2024Q2: 240 shares; 2024Q3: 240 shares; 2024Q4: 240 shares 240 $111K 0.01% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 2,835 shares; 2024Q2: 2,147 shares; 2024Q3: 2,147 shares; 2024Q4: 2,147 shares 2,147 $107K 0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: 639 shares; 2024Q1: 639 shares; 2024Q2: 639 shares; 2024Q3: 639 shares; 2024Q4: 639 shares 639 $107K 0.01% 0 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,000 shares 4,000 $101K 0.01% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,262 shares; 2024Q1: 12,228 shares; 2024Q2: 12,223 shares; 2024Q3: 723 shares; 2024Q4: 774 shares 774 $99.6K 0.01% +51 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,243 shares; 2024Q1: 6,201 shares; 2024Q2: 320 shares; 2024Q3: 247 shares; 2024Q4: 247 shares 247 $99.5K 0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: 1,666 shares; 2024Q1: 1,952 shares; 2024Q2: 1,888 shares; 2024Q3: 664 shares; 2024Q4: 684 shares 684 $99.1K 0.01% +20 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 98,613 shares; 2024Q3: 2,676 shares; 2024Q4: 2,707 shares 2,707 $94.1K 0.01% +31 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: not loaded; 2023Q3: not loaded; 2023Q4: 1,095 shares; 2024Q1: 1,095 shares; 2024Q2: 1,095 shares; 2024Q3: 1,095 shares; 2024Q4: 1,126 shares 1,126 $85.1K 0.01% +31 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 533 shares; 2024Q1: 587 shares; 2024Q2: 566 shares; 2024Q3: 88 shares; 2024Q4: 86 shares 86 $78.8K 0.01% -2 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: not loaded; 2023Q3: not loaded; 2023Q4: 9,869 shares; 2024Q1: 1,905 shares; 2024Q2: 357 shares; 2024Q3: 357 shares; 2024Q4: 357 shares 357 $76.9K 0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 25,128 shares; 2024Q1: 19,638 shares; 2024Q2: 10,283 shares; 2024Q3: 466 shares; 2024Q4: 466 shares 466 $67.1K 0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 43,741 shares; 2024Q1: 44,225 shares; 2024Q2: 2,248 shares; 2024Q3: 1,687 shares; 2024Q4: 1,687 shares 1,687 $64.4K 0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: 7,730 shares; 2024Q1: 299 shares; 2024Q2: 288 shares; 2024Q3: 288 shares; 2024Q4: 321 shares 321 $62.8K 0.01% +33 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 159 shares; 2024Q3: 159 shares; 2024Q4: 159 shares 159 $52.3K 0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $51.1K 0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 184 shares; 2024Q4: 2,722 shares 2,722 $49.8K 0.01% +2,538 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: not loaded; 2023Q3: not loaded; 2023Q4: 2,232 shares; 2024Q1: 2,348 shares; 2024Q2: 1,763 shares; 2024Q3: 447 shares; 2024Q4: 447 shares 447 $49.8K 0.01% 0 Timeline RFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 930 shares 930 $49.2K 0.01% new Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,542 shares; 2024Q3: 2,542 shares; 2024Q4: 2,542 shares 2,542 $48.8K 0.01% 0 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,454 shares; 2024Q3: 2,454 shares; 2024Q4: 2,454 shares 2,454 $48.6K 0.01% 0 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,183 shares; 2024Q3: 2,183 shares; 2024Q4: 2,183 shares 2,183 $48.5K 0.01% 0 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,041 shares; 2024Q3: 2,041 shares; 2024Q4: 2,041 shares 2,041 $48.2K 0.01% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,740 shares 1,740 $48.2K 0.01% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 450 shares; 2024Q1: 502 shares; 2024Q2: 471 shares; 2024Q3: 471 shares; 2024Q4: 479 shares 479 $48.2K 0.01% +8 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: not loaded; 2023Q3: not loaded; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $48.1K 0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,307 shares; 2024Q1: 1,307 shares; 2024Q2: 1,368 shares; 2024Q3: 1,368 shares; 2024Q4: 1,403 shares 1,403 $46.8K 0.01% +35 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; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,213 shares; 2024Q1: 1,841 shares; 2024Q2: 1,766 shares; 2024Q3: 1,766 shares; 2024Q4: 1,766 shares 1,766 $46.5K 0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,095 shares 1,095 $45.9K 0.01% new 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: not loaded; 2023Q3: not loaded; 2023Q4: 383 shares; 2024Q1: 1,915 shares; 2024Q2: 735 shares; 2024Q3: 735 shares; 2024Q4: 735 shares 735 $45.8K 0.01% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 968 shares; 2024Q1: 1,076 shares; 2024Q2: 1,012 shares; 2024Q3: 1,012 shares; 2024Q4: 1,028 shares 1,028 $43.8K 0.01% +16 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 885 shares; 2024Q1: 885 shares; 2024Q2: 885 shares; 2024Q3: 885 shares; 2024Q4: 885 shares 885 $42.3K <0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: 150 shares; 2024Q1: 291 shares; 2024Q2: 283 shares; 2024Q3: 267 shares; 2024Q4: 267 shares 267 $38.6K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,462 shares; 2024Q1: 1,403 shares; 2024Q2: 431 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $36.5K <0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: 532 shares; 2024Q1: 532 shares; 2024Q2: 566 shares; 2024Q3: 566 shares; 2024Q4: 566 shares 566 $33.4K <0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 200 shares; 2024Q1: 403 shares; 2024Q2: 403 shares; 2024Q3: 403 shares; 2024Q4: 403 shares 403 $33.2K <0.01% 0 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,326 shares; 2024Q3: 1,326 shares; 2024Q4: 1,326 shares 1,326 $32.6K <0.01% 0 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,294 shares; 2024Q3: 1,294 shares; 2024Q4: 1,294 shares 1,294 $32.5K <0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 209 shares; 2024Q3: 209 shares; 2024Q4: 190 shares 190 $32.2K <0.01% -19 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 848 shares; 2024Q3: 848 shares; 2024Q4: 406 shares 406 $32.1K <0.01% -442 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,317 shares; 2024Q3: 1,317 shares; 2024Q4: 913 shares 913 $31.2K <0.01% -404 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: not loaded; 2023Q3: not loaded; 2023Q4: 724 shares; 2024Q1: 724 shares; 2024Q2: 724 shares; 2024Q3: 779 shares; 2024Q4: 779 shares 779 $31.2K <0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 599 shares; 2024Q1: 634 shares; 2024Q2: 595 shares; 2024Q3: 595 shares; 2024Q4: 603 shares 603 $30.7K <0.01% +8 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 232 shares; 2024Q2: 188 shares; 2024Q3: 113 shares; 2024Q4: 113 shares 113 $29.8K <0.01% 0 Timeline 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; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 18 shares; 2024Q1: 753 shares; 2024Q2: 669 shares; 2024Q3: 669 shares; 2024Q4: 669 shares 669 $28.6K <0.01% 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: not loaded; 2023Q3: not loaded; 2023Q4: 40 shares; 2024Q1: 340 shares; 2024Q2: 340 shares; 2024Q3: 334 shares; 2024Q4: 300 shares 300 $27K <0.01% -34 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $26K <0.01% 0 ROCKET LAB USA INC ROCKET LAB USA INC More: the full row for ROCKET LAB USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,000 shares 1,000 $25.5K <0.01% new 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: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $23.7K <0.01% 0 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,263 shares; 2024Q1: 1,304 shares; 2024Q2: 1,338 shares; 2024Q3: 1,374 shares; 2024Q4: 1,409 shares 1,409 $22.8K <0.01% +35 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: not loaded; 2023Q3: not loaded; 2023Q4: 50 shares; 2024Q1: 362 shares; 2024Q2: 362 shares; 2024Q3: 362 shares; 2024Q4: 362 shares 362 $21.4K <0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 277 shares; 2024Q2: 277 shares; 2024Q3: 302 shares; 2024Q4: 277 shares 277 $21.3K <0.01% -25 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 197 shares; 2024Q1: 197 shares; 2024Q2: 197 shares; 2024Q3: 197 shares; 2024Q4: 197 shares 197 $20.8K <0.01% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 457 shares; 2024Q1: 457 shares; 2024Q2: 457 shares; 2024Q3: 457 shares; 2024Q4: 913 shares 913 $20.2K <0.01% +456 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 64 shares; 2024Q1: 81 shares; 2024Q2: 81 shares; 2024Q3: 81 shares; 2024Q4: 81 shares 81 $20K <0.01% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,000 shares 1,000 $19.8K <0.01% new 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: not loaded; 2023Q3: not loaded; 2023Q4: 173 shares; 2024Q1: 173 shares; 2024Q2: 173 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $19.8K <0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 65 shares; 2024Q1: 325 shares; 2024Q2: 325 shares; 2024Q3: 325 shares; 2024Q4: 325 shares 325 $18.9K <0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 600 shares; 2024Q4: 600 shares 600 $18.8K <0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 779 shares; 2024Q1: 503 shares; 2024Q2: 508 shares; 2024Q3: 5 shares; 2024Q4: 105 shares 105 $18.6K <0.01% +100 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,995 shares; 2024Q1: 2,606 shares; 2024Q2: 2,543 shares; 2024Q3: 208 shares; 2024Q4: 208 shares 208 $17.9K <0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 75 shares; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: 30 shares 30 $17.1K <0.01% -30 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 541 shares 541 $17K <0.01% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 75 shares; 2024Q1: 107 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares 75 $16.9K <0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: 122 shares; 2024Q1: 568 shares; 2024Q2: 446 shares; 2024Q3: 116 shares; 2024Q4: 116 shares 116 $16.9K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 213 shares; 2024Q1: 213 shares; 2024Q2: 213 shares; 2024Q3: 213 shares; 2024Q4: 213 shares 213 $16.7K <0.01% 0 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 544 shares; 2024Q1: 230 shares; 2024Q2: 673 shares; 2024Q3: 673 shares; 2024Q4: 574 shares 574 $16.7K <0.01% -99 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 583 shares; 2024Q4: 583 shares 583 $16.3K <0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 107 shares; 2024Q1: 39 shares; 2024Q2: 143 shares; 2024Q3: 143 shares; 2024Q4: 143 shares 143 $15.7K <0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 72 shares 72 $15.2K <0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: 167 shares; 2024Q1: 167 shares; 2024Q2: 167 shares; 2024Q3: 167 shares; 2024Q4: 167 shares 167 $15.1K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 113 shares; 2024Q1: 113 shares; 2024Q2: 113 shares; 2024Q3: 118 shares; 2024Q4: 118 shares 118 $14.9K <0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $14.8K <0.01% 0 Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 331 shares; 2024Q1: 331 shares; 2024Q2: 331 shares; 2024Q3: 331 shares; 2024Q4: 331 shares 331 $14.3K <0.01% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 319 shares; 2024Q4: 319 shares 319 $14.3K <0.01% 0 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 597 shares; 2024Q1: 597 shares; 2024Q2: 597 shares; 2024Q3: 550 shares; 2024Q4: 550 shares 550 $14.3K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,095 shares; 2024Q1: 427 shares; 2024Q2: 427 shares; 2024Q3: 222 shares; 2024Q4: 222 shares 222 $13.9K <0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 138 shares; 2024Q3: 138 shares; 2024Q4: 53 shares 53 $13.4K <0.01% -85 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; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 260 shares; 2024Q1: 111 shares; 2024Q2: 315 shares; 2024Q3: 315 shares; 2024Q4: 268 shares 268 $13.4K <0.01% -47 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $13.1K <0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 49 shares 49 $12.9K <0.01% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 145 shares; 2024Q3: 145 shares; 2024Q4: 145 shares 145 $12.8K <0.01% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 454 shares; 2024Q1: 454 shares; 2024Q2: 454 shares; 2024Q3: 414 shares; 2024Q4: 414 shares 414 $11.4K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 288 shares; 2024Q1: 288 shares; 2024Q2: 288 shares; 2024Q3: 313 shares; 2024Q4: 313 shares 313 $10.2K <0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 85 shares; 2024Q2: 85 shares; 2024Q3: 103 shares; 2024Q4: 121 shares 121 $9.87K <0.01% +18 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 57 shares; 2024Q1: 57 shares; 2024Q2: 57 shares; 2024Q3: 57 shares; 2024Q4: 57 shares 57 $9.81K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 128 shares; 2024Q1: 128 shares; 2024Q2: 128 shares; 2024Q3: 245 shares; 2024Q4: 128 shares 128 $9.76K <0.01% -117 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,130 shares; 2024Q1: 1,408 shares; 2024Q2: 188 shares; 2024Q3: 188 shares; 2024Q4: 376 shares 376 $9.72K <0.01% +188 Timeline PTLO PORTILLOS INC More: the full row for PORTILLOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $9.4K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 143 shares; 2024Q1: 143 shares; 2024Q2: 143 shares; 2024Q3: 258 shares; 2024Q4: 143 shares 143 $8.17K <0.01% -115 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: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 29 shares 29 $8.12K <0.01% new Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 269 shares; 2024Q1: 269 shares; 2024Q2: 269 shares; 2024Q3: 269 shares; 2024Q4: 361 shares 361 $7.71K <0.01% +92 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $7.54K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 37 shares 37 $7.33K <0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 54 shares; 2024Q1: 54 shares; 2024Q2: 54 shares; 2024Q3: 54 shares; 2024Q4: 54 shares 54 $7.25K <0.01% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 135 shares; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 135 shares 135 $6.74K <0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares 50 $6.71K <0.01% 0 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 127 shares; 2024Q1: 127 shares; 2024Q2: 127 shares; 2024Q3: 127 shares; 2024Q4: 127 shares 127 $6.53K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 80 shares; 2024Q1: 76 shares; 2024Q2: 60 shares; 2024Q3: 14 shares; 2024Q4: 14 shares 14 $6.47K <0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: 128 shares; 2024Q1: 128 shares; 2024Q2: 128 shares; 2024Q3: 279 shares; 2024Q4: 158 shares 158 $6.34K <0.01% -121 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 27 shares; 2024Q1: 27 shares; 2024Q2: 27 shares; 2024Q3: 37 shares; 2024Q4: 37 shares 37 $5.94K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 49 shares; 2024Q2: 49 shares; 2024Q3: 49 shares; 2024Q4: 49 shares 49 $5.79K <0.01% 0 Timeline 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: not loaded; 2023Q3: not loaded; 2023Q4: 85,868 shares; 2024Q1: 88,050 shares; 2024Q2: 2,141 shares; 2024Q3: 1,779 shares; 2024Q4: 114 shares 114 $5.75K <0.01% -1,665 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 240 shares; 2024Q1: 240 shares; 2024Q2: 240 shares; 2024Q3: 240 shares; 2024Q4: 240 shares 240 $5.66K <0.01% 0 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 288 shares; 2024Q1: 288 shares; 2024Q2: 288 shares; 2024Q3: 288 shares; 2024Q4: 288 shares 288 $5.62K <0.01% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $5.5K <0.01% 0 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $5.38K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $5.34K <0.01% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $5.21K <0.01% 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: not loaded; 2023Q3: not loaded; 2023Q4: 340 shares; 2024Q1: 340 shares; 2024Q2: 340 shares; 2024Q3: 340 shares; 2024Q4: 340 shares 340 $5.14K <0.01% 0 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 230 shares; 2024Q1: 230 shares; 2024Q2: 230 shares; 2024Q3: 230 shares; 2024Q4: 230 shares 230 $5.02K <0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: 40 shares 40 $4.96K <0.01% 0 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 397 shares; 2024Q4: 97 shares 97 $4.85K <0.01% -300 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 16 shares; 2024Q2: 16 shares; 2024Q3: 20 shares; 2024Q4: 35 shares 35 $4.73K <0.01% +15 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 188 shares 188 $4.62K <0.01% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 80 shares 80 $4.09K <0.01% 0 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,360 shares; 2024Q1: 1,360 shares; 2024Q2: 1,360 shares; 2024Q3: 1,360 shares; 2024Q4: 1,360 shares 1,360 $4.04K <0.01% 0 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 15 shares 15 $3.88K <0.01% 0 Timeline OXFORD LANE CAP CORP OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares 750 $3.8K <0.01% 0 LITHIUM AMERICAS ARGENTINA C LITHIUM AMERICAS ARGENTINA C More: the full row for LITHIUM AMERICAS ARGENTINA C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,360 shares; 2024Q1: 1,360 shares; 2024Q2: 1,360 shares; 2024Q3: 1,360 shares; 2024Q4: 1,360 shares 1,360 $3.56K <0.01% 0 CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares 250 $3.51K <0.01% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 69 shares; 2024Q2: 99 shares; 2024Q3: 99 shares; 2024Q4: 131 shares 131 $3.51K <0.01% +32 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 24,684 shares; 2024Q1: 24,709 shares; 2024Q2: 200 shares; 2024Q3: 67 shares; 2024Q4: 32 shares 32 $3.42K <0.01% -35 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 580 shares; 2024Q1: 580 shares; 2024Q2: 580 shares; 2024Q3: 580 shares; 2024Q4: 580 shares 580 $3.27K <0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: 13 shares 13 $3.12K <0.01% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: not reported; 2024Q3: 60 shares; 2024Q4: 60 shares 60 $3.12K <0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,128 shares; 2024Q1: 799 shares; 2024Q2: 798 shares; 2024Q3: 23 shares; 2024Q4: 23 shares 23 $2.82K <0.01% 0 Timeline VAW 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: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15 shares; 2024Q4: 15 shares 15 $2.82K <0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,661 shares; 2024Q1: 3,263 shares; 2024Q2: 3,263 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $2.65K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 55 shares; 2024Q1: 555 shares; 2024Q2: 55 shares; 2024Q3: 23 shares; 2024Q4: 31 shares 31 $2.63K <0.01% +8 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: 60 shares 60 $2.61K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 42 shares; 2024Q4: 42 shares 42 $2.54K <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 60 shares; 2024Q4: 60 shares 60 $2.39K <0.01% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 25 shares 25 $2.31K <0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 33 shares; 2024Q2: 33 shares; 2024Q3: 33 shares; 2024Q4: 33 shares 33 $2.25K <0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: 1,697 shares; 2024Q1: 1,697 shares; 2024Q2: 1,697 shares; 2024Q3: 60 shares; 2024Q4: 60 shares 60 $2.25K <0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 50 shares; 2024Q4: 50 shares 50 $2.2K <0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 60 shares; 2024Q4: 60 shares 60 $2.2K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: 13 shares 13 $2.13K <0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 230 shares; 2024Q1: 230 shares; 2024Q2: 230 shares; 2024Q3: 230 shares; 2024Q4: 230 shares 230 $2.12K <0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: 2,019 shares; 2024Q1: 1,598 shares; 2024Q2: 1,598 shares; 2024Q3: 40 shares; 2024Q4: 40 shares 40 $2.09K <0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21 shares 21 $2.08K <0.01% new 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: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4 shares; 2024Q4: 4 shares 4 $2.08K <0.01% 0 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6 shares; 2024Q4: 6 shares 6 $2.02K <0.01% 0 AREC AMERICAN RES CORP More: the full row for AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares 2,000 $2.02K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 40 shares; 2024Q4: 40 shares 40 $1.95K <0.01% 0 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 80 shares; 2024Q1: 215 shares; 2024Q2: 215 shares; 2024Q3: 215 shares; 2024Q4: 215 shares 215 $1.91K <0.01% 0 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 120 shares; 2024Q4: 120 shares 120 $1.86K <0.01% 0 JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15 shares; 2024Q4: 15 shares 15 $1.85K <0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6 shares; 2024Q4: 6 shares 6 $1.74K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 519 shares; 2024Q3: 45 shares; 2024Q4: 45 shares 45 $1.71K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,677 shares; 2024Q1: 1,405 shares; 2024Q2: 1,405 shares; 2024Q3: 46 shares; 2024Q4: 46 shares 46 $1.71K <0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: 2,791 shares; 2024Q1: 2,655 shares; 2024Q2: 2,542 shares; 2024Q3: 567 shares; 2024Q4: 17 shares 17 $1.69K <0.01% -550 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 60 shares; 2024Q4: 60 shares 60 $1.63K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 80 shares; 2024Q4: 80 shares 80 $1.57K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $1.57K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 40 shares; 2024Q4: 40 shares 40 $1.53K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25 shares; 2024Q4: 25 shares 25 $1.49K <0.01% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 60 shares; 2024Q4: 60 shares 60 $1.48K <0.01% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 34 shares; 2024Q4: 34 shares 34 $1.43K <0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5 shares; 2024Q3: 20 shares; 2024Q4: 20 shares 20 $1.41K <0.01% 0 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10 shares; 2024Q4: 10 shares 10 $1.41K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9 shares; 2024Q4: 9 shares 9 $1.4K <0.01% 0 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 60 shares; 2024Q4: 60 shares 60 $1.39K <0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5 shares; 2024Q4: 5 shares 5 $1.38K <0.01% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25 shares; 2024Q4: 25 shares 25 $1.38K <0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares 4 $1.37K <0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25 shares; 2024Q4: 25 shares 25 $1.36K <0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4 shares 4 $1.34K <0.01% new 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: not loaded; 2023Q3: not loaded; 2023Q4: 4,956 shares; 2024Q1: 2,702 shares; 2024Q2: 3,361 shares; 2024Q3: 30 shares; 2024Q4: 30 shares 30 $1.32K <0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3 shares; 2024Q4: 3 shares 3 $1.27K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4 shares 4 $1.26K <0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6 shares; 2024Q4: 6 shares 6 $1.25K <0.01% 0 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12 shares; 2024Q4: 12 shares 12 $1.24K <0.01% 0 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8 shares; 2024Q4: 8 shares 8 $1.22K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25 shares; 2024Q4: 25 shares 25 $1.21K <0.01% 0 Timeline XFLT XAI OCTAGON FLOATING RATE & AL More: the full row for XAI OCTAGON FLOATING RATE & AL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 180 shares 180 $1.2K <0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 55 shares; 2024Q4: 55 shares 55 $1.18K <0.01% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 18 shares 18 $1.17K <0.01% new Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 75 shares; 2024Q4: 75 shares 75 $1.15K <0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5 shares; 2024Q4: 5 shares 5 $1.14K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7 shares 7 $1.14K <0.01% new Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 40 shares; 2024Q4: 40 shares 40 $1.1K <0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 30 shares; 2024Q4: 30 shares 30 $1.09K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 21 shares 21 $1.09K <0.01% +1 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15 shares; 2024Q4: 15 shares 15 $1.08K <0.01% 0 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 7 shares 7 $1.07K <0.01% 0 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: 119 shares; 2024Q3: 119 shares; 2024Q4: 119 shares 119 $1.05K <0.01% 0 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: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6 shares; 2024Q4: 6 shares 6 $1.04K <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: 60 shares 60 $1.01K <0.01% 0 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $1.01K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20 shares; 2024Q4: 20 shares 20 $989 <0.01% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 182 shares; 2024Q1: 182 shares; 2024Q2: 182 shares; 2024Q3: 182 shares; 2024Q4: 182 shares 182 $945 <0.01% 0 Timeline SKX SKECHERS U S A INC More: the full row for SKECHERS U S A INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14 shares 14 $942 <0.01% new Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25 shares; 2024Q4: 25 shares 25 $919 <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,615 shares; 2024Q1: 1,678 shares; 2024Q2: 822 shares; 2024Q3: not reported; 2024Q4: 12 shares 12 $909 <0.01% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 100 shares 100 $887 <0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares 5 $882 <0.01% 0 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares 10 $836 <0.01% 0 Timeline CMCO COLUMBUS MCKINNON CORP N Y More: the full row for COLUMBUS MCKINNON CORP N Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 22 shares; 2024Q4: 22 shares 22 $820 <0.01% 0 Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 50 shares 50 $783 <0.01% new Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 30 shares 30 $726 <0.01% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 25 shares 25 $531 <0.01% new Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 30 shares 30 $448 <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11 shares; 2024Q1: 527 shares; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 11 shares 11 $410 <0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 104 shares; 2024Q1: 104 shares; 2024Q2: 104 shares; 2024Q3: 104 shares; 2024Q4: 104 shares 104 $390 <0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares 5 $389 <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares 4 $342 <0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 14 shares; 2024Q4: 14 shares 14 $296 <0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3 shares 3 $253 <0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares 1 $193 <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3 shares; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 3 shares; 2024Q4: 3 shares 3 $171 <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 404 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares 4 $158 <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares 2 $22 <0.01% 0 Timeline ACB AURORA CANNABIS INC More: the full row for AURORA CANNABIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares 2 $9 <0.01% 0 Timeline