DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,390,354 shares; 2023Q2: 2,453,400 shares; 2023Q3: 2,245,657 shares; 2023Q4: 2,068,912 shares; 2024Q1: 2,280,858 shares; 2024Q2: 2,308,627 shares; 2024Q3: 2,339,421 shares; 2024Q4: 2,380,237 shares 2,380,237 $65.3M 12.35% +40,816 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,669,179 shares; 2023Q2: 1,703,450 shares; 2023Q3: 1,001,120 shares; 2023Q4: 954,744 shares; 2024Q1: 1,040,355 shares; 2024Q2: 1,054,886 shares; 2024Q3: 1,094,863 shares; 2024Q4: 1,117,167 shares 1,117,167 $45M 8.5% +22,304 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 367,734 shares; 2023Q2: 372,109 shares; 2023Q3: 355,378 shares; 2023Q4: 346,519 shares; 2024Q1: 437,305 shares; 2024Q2: 443,217 shares; 2024Q3: 449,192 shares; 2024Q4: 456,286 shares 456,286 $31.5M 5.95% +7,094 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,603,925 shares; 2023Q2: 1,762,605 shares; 2023Q3: 1,574,284 shares; 2023Q4: 1,466,896 shares; 2024Q1: 1,574,394 shares; 2024Q2: 1,535,654 shares; 2024Q3: 1,363,060 shares; 2024Q4: 1,330,056 shares 1,330,056 $30.3M 5.73% -33,004 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 264,224 shares; 2023Q2: 281,661 shares; 2023Q3: 308,564 shares; 2023Q4: 300,535 shares; 2024Q1: 346,248 shares; 2024Q2: 353,840 shares; 2024Q3: 360,035 shares; 2024Q4: 374,230 shares 374,230 $29.9M 5.66% +14,195 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 914,768 shares; 2023Q2: 972,583 shares; 2023Q3: 701,272 shares; 2023Q4: 690,200 shares; 2024Q1: 731,624 shares; 2024Q2: 736,799 shares; 2024Q3: 746,031 shares; 2024Q4: 759,689 shares 759,689 $28.1M 5.32% +13,658 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 555,846 shares; 2023Q4: 562,715 shares; 2024Q1: 646,910 shares; 2024Q2: 654,344 shares; 2024Q3: 666,093 shares; 2024Q4: 676,531 shares 676,531 $21.8M 4.13% +10,438 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,760 shares; 2023Q2: 9,526 shares; 2023Q3: 77,008 shares; 2023Q4: 79,155 shares; 2024Q1: 118,237 shares; 2024Q2: 118,767 shares; 2024Q3: 121,330 shares; 2024Q4: 123,995 shares 123,995 $21.7M 4.11% +2,665 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 791,805 shares; 2023Q2: 630,239 shares; 2023Q3: 829,523 shares; 2023Q4: 834,658 shares; 2024Q1: 956,239 shares; 2024Q2: 971,826 shares; 2024Q3: 1,013,751 shares; 2024Q4: 1,051,350 shares 1,051,350 $21.1M 4% +37,599 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: 60,450 shares; 2023Q2: 60,195 shares; 2023Q3: 55,898 shares; 2023Q4: 54,939 shares; 2024Q1: 55,070 shares; 2024Q2: 55,215 shares; 2024Q3: 55,477 shares; 2024Q4: 55,594 shares 55,594 $13.9M 2.63% +117 Timeline HELO 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 168,108 shares; 2024Q2: 177,767 shares; 2024Q3: 191,995 shares; 2024Q4: 208,650 shares 208,650 $12.9M 2.45% +16,655 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 125,913 shares; 2023Q4: 125,416 shares; 2024Q1: 125,388 shares; 2024Q2: 128,785 shares; 2024Q3: 133,063 shares; 2024Q4: 137,139 shares 137,139 $9.86M 1.87% +4,076 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 158,297 shares; 2023Q2: 207,084 shares; 2023Q3: 177,958 shares; 2023Q4: 184,343 shares; 2024Q1: 228,785 shares; 2024Q2: 231,277 shares; 2024Q3: 232,103 shares; 2024Q4: 237,808 shares 237,808 $9.12M 1.73% +5,705 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: 18,645 shares; 2023Q2: 20,339 shares; 2023Q3: 19,837 shares; 2023Q4: 17,370 shares; 2024Q1: 17,044 shares; 2024Q2: 16,928 shares; 2024Q3: 17,337 shares; 2024Q4: 21,079 shares 21,079 $8.2M 1.55% +3,742 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: 16,575 shares; 2023Q2: 16,117 shares; 2023Q3: 15,126 shares; 2023Q4: 15,402 shares; 2024Q1: 15,565 shares; 2024Q2: 15,659 shares; 2024Q3: 15,871 shares; 2024Q4: 16,046 shares 16,046 $6.76M 1.28% +175 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: 2,895 shares; 2023Q2: 1,636 shares; 2023Q3: 1,453 shares; 2023Q4: 1,550 shares; 2024Q1: 1,640 shares; 2024Q2: 16,430 shares; 2024Q3: 17,100 shares; 2024Q4: 39,614 shares 39,614 $5.32M 1.01% +22,514 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: 5,135 shares; 2023Q2: 5,359 shares; 2023Q3: 18,238 shares; 2023Q4: 19,723 shares; 2024Q1: 68,098 shares; 2024Q2: 70,486 shares; 2024Q3: 70,356 shares; 2024Q4: 57,348 shares 57,348 $5.18M 0.98% -13,008 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: 3,863 shares; 2023Q2: 3,293 shares; 2023Q3: 3,392 shares; 2023Q4: 3,397 shares; 2024Q1: 3,577 shares; 2024Q2: 4,933 shares; 2024Q3: 24,059 shares; 2024Q4: 21,821 shares 21,821 $4.79M 0.91% -2,238 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: 20,106 shares; 2023Q2: 20,747 shares; 2023Q3: 20,551 shares; 2023Q4: 21,148 shares; 2024Q1: 21,682 shares; 2024Q2: 21,674 shares; 2024Q3: 21,844 shares; 2024Q4: 18,886 shares 18,886 $4.53M 0.86% -2,958 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: 14,625 shares; 2023Q2: 13,835 shares; 2023Q3: 12,971 shares; 2023Q4: 13,386 shares; 2024Q1: 13,938 shares; 2024Q2: 14,072 shares; 2024Q3: 14,377 shares; 2024Q4: 13,794 shares 13,794 $4.36M 0.82% -583 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,607 shares; 2023Q2: 5,569 shares; 2023Q3: 5,783 shares; 2023Q4: 5,922 shares; 2024Q1: 6,543 shares; 2024Q2: 6,674 shares; 2024Q3: 6,764 shares; 2024Q4: 7,957 shares 7,957 $4.02M 0.76% +1,193 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: 49,815 shares; 2023Q2: 52,162 shares; 2023Q3: 49,259 shares; 2023Q4: 48,857 shares; 2024Q1: 49,875 shares; 2024Q2: 49,860 shares; 2024Q3: 49,669 shares; 2024Q4: 48,376 shares 48,376 $3.98M 0.75% -1,293 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,975 shares; 2023Q2: 17,498 shares; 2023Q3: 15,201 shares; 2023Q4: 15,629 shares; 2024Q1: 16,766 shares; 2024Q2: 16,968 shares; 2024Q3: 17,288 shares; 2024Q4: 17,315 shares 17,315 $3.91M 0.74% +27 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 502 shares; 2023Q2: 632 shares; 2023Q3: 731 shares; 2023Q4: 18,095 shares; 2024Q1: 19,919 shares; 2024Q2: 19,975 shares; 2024Q3: 20,191 shares; 2024Q4: 23,366 shares 23,366 $3.83M 0.72% +3,175 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,969 shares; 2023Q2: 17,854 shares; 2023Q3: 18,452 shares; 2023Q4: 18,842 shares; 2024Q1: 19,145 shares; 2024Q2: 19,093 shares; 2024Q3: 18,741 shares; 2024Q4: 15,965 shares 15,965 $3.83M 0.72% -2,776 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,596 shares; 2023Q2: 4,757 shares; 2023Q3: 5,153 shares; 2023Q4: 5,280 shares; 2024Q1: 5,565 shares; 2024Q2: 5,690 shares; 2024Q3: 5,865 shares; 2024Q4: 7,150 shares 7,150 $3.79M 0.72% +1,285 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: 5,583 shares; 2023Q2: 5,769 shares; 2023Q3: 5,615 shares; 2023Q4: 5,745 shares; 2024Q1: 6,116 shares; 2024Q2: 6,193 shares; 2024Q3: 6,318 shares; 2024Q4: 7,186 shares 7,186 $3.74M 0.71% +868 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 35,169 shares; 2023Q2: 32,644 shares; 2023Q3: 63,216 shares; 2023Q4: 64,129 shares; 2024Q1: 67,173 shares; 2024Q2: 67,265 shares; 2024Q3: 68,667 shares; 2024Q4: 64,865 shares 64,865 $3.72M 0.7% -3,802 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 686 shares; 2024Q2: 686 shares; 2024Q3: 12,423 shares; 2024Q4: 11,636 shares 11,636 $3.68M 0.7% -787 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,396 shares; 2023Q2: 12,452 shares; 2023Q3: 15,565 shares; 2023Q4: 15,807 shares; 2024Q1: 16,713 shares; 2024Q2: 16,840 shares; 2024Q3: 17,112 shares; 2024Q4: 19,564 shares 19,564 $3.59M 0.68% +2,452 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 149 shares; 2023Q2: 65 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 34,152 shares; 2024Q2: 34,320 shares; 2024Q3: 33,129 shares; 2024Q4: 33,687 shares 33,687 $3.04M 0.58% +558 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: 9,158 shares; 2023Q2: 8,109 shares; 2023Q3: 6,747 shares; 2023Q4: 6,873 shares; 2024Q1: 6,903 shares; 2024Q2: 6,383 shares; 2024Q3: 5,931 shares; 2024Q4: 5,888 shares 5,888 $3.01M 0.57% -43 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 34,790 shares; 2023Q3: 36,271 shares; 2023Q4: 48,061 shares; 2024Q1: 59,232 shares; 2024Q2: 62,256 shares; 2024Q3: 59,809 shares; 2024Q4: 62,531 shares 62,531 $3.01M 0.57% +2,722 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: 5,693 shares; 2023Q2: 5,520 shares; 2023Q3: 5,980 shares; 2023Q4: 7,195 shares; 2024Q1: 7,769 shares; 2024Q2: 7,887 shares; 2024Q3: 8,137 shares; 2024Q4: 8,479 shares 8,479 $2.46M 0.46% +342 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 93,030 shares; 2023Q2: 80,670 shares; 2023Q3: 73,874 shares; 2023Q4: 73,117 shares; 2024Q1: 61,364 shares; 2024Q2: 52,713 shares; 2024Q3: 51,371 shares; 2024Q4: 47,730 shares 47,730 $2.23M 0.42% -3,641 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 28,464 shares; 2023Q2: 48,506 shares; 2023Q3: 46,338 shares; 2023Q4: 36,750 shares; 2024Q1: 39,952 shares; 2024Q2: 48,518 shares; 2024Q3: 49,459 shares; 2024Q4: 47,560 shares 47,560 $2.23M 0.42% -1,899 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: 37,908 shares; 2023Q2: 33,843 shares; 2023Q3: 32,900 shares; 2023Q4: 32,893 shares; 2024Q1: 32,465 shares; 2024Q2: 42,102 shares; 2024Q3: 41,934 shares; 2024Q4: 41,667 shares 41,667 $1.83M 0.35% -267 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: 2,545 shares; 2023Q2: 2,647 shares; 2023Q3: 2,647 shares; 2023Q4: 2,573 shares; 2024Q1: 3,040 shares; 2024Q2: 3,118 shares; 2024Q3: 3,068 shares; 2024Q4: 3,032 shares 3,032 $1.78M 0.34% -36 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,469 shares; 2023Q2: 31,339 shares; 2023Q3: 31,339 shares; 2023Q4: 29,972 shares; 2024Q1: 29,972 shares; 2024Q2: 32,359 shares; 2024Q3: 33,359 shares; 2024Q4: 33,234 shares 33,234 $1.67M 0.32% -125 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 43,690 shares; 2023Q2: 43,690 shares; 2023Q3: 42,065 shares; 2023Q4: 43,365 shares; 2024Q1: 41,230 shares; 2024Q2: 41,230 shares; 2024Q3: 41,230 shares; 2024Q4: 39,230 shares 39,230 $1.66M 0.31% -2,000 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: 32,204 shares; 2023Q2: 31,498 shares; 2023Q3: 31,498 shares; 2023Q4: 28,915 shares; 2024Q1: 28,918 shares; 2024Q2: 26,647 shares; 2024Q3: 26,455 shares; 2024Q4: 18,038 shares 18,038 $1.6M 0.3% -8,417 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: 825 shares; 2023Q2: 826 shares; 2023Q3: 801 shares; 2023Q4: 3,334 shares; 2024Q1: 3,540 shares; 2024Q2: 3,801 shares; 2024Q3: 4,099 shares; 2024Q4: 3,769 shares 3,769 $1.55M 0.29% -330 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,987 shares; 2023Q2: 11,992 shares; 2023Q3: 11,454 shares; 2023Q4: 10,509 shares; 2024Q1: 10,511 shares; 2024Q2: 10,512 shares; 2024Q3: 10,515 shares; 2024Q4: 10,517 shares 10,517 $1.38M 0.26% +2 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 27,615 shares; 2024Q4: 48,224 shares 48,224 $1.32M 0.25% +20,609 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 32,292 shares; 2023Q2: 32,292 shares; 2023Q3: 30,792 shares; 2023Q4: 33,292 shares; 2024Q1: 33,292 shares; 2024Q2: 33,292 shares; 2024Q3: 32,592 shares; 2024Q4: 34,732 shares 34,732 $1.32M 0.25% +2,140 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: 10,449 shares; 2023Q2: 10,033 shares; 2023Q3: 10,829 shares; 2023Q4: 11,452 shares; 2024Q1: 11,226 shares; 2024Q2: 9,922 shares; 2024Q3: 10,037 shares; 2024Q4: 9,813 shares 9,813 $1.26M 0.24% -224 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: 40,178 shares; 2023Q2: 40,097 shares; 2023Q3: 39,973 shares; 2023Q4: 37,941 shares; 2024Q1: 17,512 shares; 2024Q2: 18,322 shares; 2024Q3: 17,875 shares; 2024Q4: 19,786 shares 19,786 $1.23M 0.23% +1,911 Timeline PEY 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: 43,224 shares; 2023Q2: 53,149 shares; 2023Q3: 53,261 shares; 2023Q4: 53,428 shares; 2024Q1: 53,552 shares; 2024Q2: 53,664 shares; 2024Q3: 53,780 shares; 2024Q4: 53,901 shares 53,901 $1.15M 0.22% +121 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,007 shares; 2023Q2: 28,368 shares; 2023Q3: 28,368 shares; 2023Q4: 27,368 shares; 2024Q1: 27,368 shares; 2024Q2: 30,354 shares; 2024Q3: 30,354 shares; 2024Q4: 30,354 shares 30,354 $1.11M 0.21% 0 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: 1,280 shares; 2023Q2: 1,387 shares; 2023Q3: 1,450 shares; 2023Q4: 1,426 shares; 2024Q1: 1,187 shares; 2024Q2: 1,189 shares; 2024Q3: 1,219 shares; 2024Q4: 1,212 shares 1,212 $1.11M 0.21% -7 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,251 shares; 2023Q2: 2,162 shares; 2023Q3: 2,142 shares; 2023Q4: 2,081 shares; 2024Q1: 2,142 shares; 2024Q2: 1,964 shares; 2024Q3: 1,893 shares; 2024Q4: 1,860 shares 1,860 $1.09M 0.21% -33 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,423 shares; 2023Q2: 19,423 shares; 2023Q3: 24,539 shares; 2023Q4: 24,289 shares; 2024Q1: 24,289 shares; 2024Q2: 23,555 shares; 2024Q3: 27,978 shares; 2024Q4: 27,763 shares 27,763 $1.09M 0.21% -215 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,012 shares; 2023Q2: 4,660 shares; 2023Q3: 8,875 shares; 2023Q4: 32,208 shares; 2024Q1: 20,463 shares; 2024Q2: 22,457 shares; 2024Q3: 23,990 shares; 2024Q4: 22,355 shares 22,355 $1.07M 0.2% -1,635 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 34,591 shares; 2023Q2: 35,699 shares; 2023Q3: 30,899 shares; 2023Q4: 14,747 shares; 2024Q1: 14,672 shares; 2024Q2: 11,311 shares; 2024Q3: 9,021 shares; 2024Q4: 10,530 shares 10,530 $1.06M 0.2% +1,509 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: 2,524 shares; 2023Q2: 2,349 shares; 2023Q3: 2,349 shares; 2023Q4: 2,324 shares; 2024Q1: 2,324 shares; 2024Q2: 2,326 shares; 2024Q3: 2,574 shares; 2024Q4: 2,588 shares 2,588 $1.05M 0.2% +14 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: 484 shares; 2023Q2: 488 shares; 2023Q3: 491 shares; 2023Q4: 5,132 shares; 2024Q1: 5,538 shares; 2024Q2: 6,096 shares; 2024Q3: 6,671 shares; 2024Q4: 6,111 shares 6,111 $1.03M 0.2% -560 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: 4,835 shares; 2023Q2: 4,717 shares; 2023Q3: 4,754 shares; 2023Q4: 4,854 shares; 2024Q1: 4,717 shares; 2024Q2: 4,651 shares; 2024Q3: 4,679 shares; 2024Q4: 4,679 shares 4,679 $1.03M 0.19% 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: 8,691 shares; 2023Q2: 10,170 shares; 2023Q3: 11,449 shares; 2023Q4: 11,812 shares; 2024Q1: 12,816 shares; 2024Q2: 13,198 shares; 2024Q3: 13,837 shares; 2024Q4: 17,181 shares 17,181 $1.01M 0.19% +3,344 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 35,415 shares; 2023Q2: 35,415 shares; 2023Q3: 35,415 shares; 2023Q4: 36,741 shares; 2024Q1: 36,741 shares; 2024Q2: 21,243 shares; 2024Q3: 21,243 shares; 2024Q4: 24,832 shares 24,832 $983K 0.19% +3,589 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: 4,552 shares; 2023Q2: 4,455 shares; 2023Q3: 4,455 shares; 2023Q4: 4,342 shares; 2024Q1: 4,345 shares; 2024Q2: 4,917 shares; 2024Q3: 4,366 shares; 2024Q4: 4,355 shares 4,355 $962K 0.18% -11 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 14,978 shares; 2023Q2: 14,978 shares; 2023Q3: 14,978 shares; 2023Q4: 17,728 shares; 2024Q1: 20,771 shares; 2024Q2: 20,771 shares; 2024Q3: 20,771 shares; 2024Q4: 19,771 shares 19,771 $951K 0.18% -1,000 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: 6,118 shares; 2023Q2: 6,133 shares; 2023Q3: 6,179 shares; 2023Q4: 6,576 shares; 2024Q1: 6,411 shares; 2024Q2: 6,214 shares; 2024Q3: 6,378 shares; 2024Q4: 6,505 shares 6,505 $941K 0.18% +127 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: 1,961 shares; 2023Q2: 2,161 shares; 2023Q3: 2,045 shares; 2023Q4: 2,068 shares; 2024Q1: 2,135 shares; 2024Q2: 2,142 shares; 2024Q3: 1,956 shares; 2024Q4: 2,040 shares 2,040 $925K 0.17% +84 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: 6,425 shares; 2023Q2: 6,682 shares; 2023Q3: 6,297 shares; 2023Q4: 2,851 shares; 2024Q1: 3,862 shares; 2024Q2: 7,317 shares; 2024Q3: 7,635 shares; 2024Q4: 8,233 shares 8,233 $886K 0.17% +598 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 28,280 shares; 2023Q2: 28,313 shares; 2023Q3: 28,349 shares; 2023Q4: 19,357 shares; 2024Q1: 19,390 shares; 2024Q2: 19,390 shares; 2024Q3: 19,391 shares; 2024Q4: 26,391 shares 26,391 $853K 0.16% +7,000 Timeline MGC 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: 3,643 shares; 2023Q2: 3,656 shares; 2023Q3: 3,668 shares; 2023Q4: 3,681 shares; 2024Q1: 3,692 shares; 2024Q2: 3,692 shares; 2024Q3: 3,712 shares; 2024Q4: 3,722 shares 3,722 $791K 0.15% +10 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: 28,197 shares; 2023Q2: 27,707 shares; 2023Q3: 24,039 shares; 2023Q4: 24,627 shares; 2024Q1: 25,814 shares; 2024Q2: 25,714 shares; 2024Q3: 4,056 shares; 2024Q4: 4,163 shares 4,163 $788K 0.15% +107 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: 4,033 shares; 2023Q2: 4,128 shares; 2023Q3: 4,301 shares; 2023Q4: 4,410 shares; 2024Q1: 4,439 shares; 2024Q2: 4,445 shares; 2024Q3: 4,514 shares; 2024Q4: 4,668 shares 4,668 $783K 0.15% +154 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,703 shares; 2023Q2: 11,703 shares; 2023Q3: 11,703 shares; 2023Q4: 18,283 shares; 2024Q1: 18,283 shares; 2024Q2: 18,283 shares; 2024Q3: 16,268 shares; 2024Q4: 20,305 shares 20,305 $780K 0.15% +4,037 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,611 shares; 2023Q2: 11,611 shares; 2023Q3: 14,111 shares; 2023Q4: 14,111 shares; 2024Q1: 14,111 shares; 2024Q2: 16,400 shares; 2024Q3: 18,605 shares; 2024Q4: 18,605 shares 18,605 $766K 0.14% 0 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,434 shares; 2024Q2: 13,757 shares; 2024Q3: 13,587 shares; 2024Q4: 14,648 shares 14,648 $754K 0.14% +1,061 Timeline BANK OF AMER CORP 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: 1,076 shares; 2023Q2: 1,035 shares; 2023Q3: 1,005 shares; 2023Q4: 750 shares; 2024Q1: 667 shares; 2024Q2: 627 shares; 2024Q3: 627 shares; 2024Q4: 577 shares 577 $704K 0.13% -50 BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,598 shares; 2023Q2: 15,598 shares; 2023Q3: 15,598 shares; 2023Q4: 15,598 shares; 2024Q1: 15,598 shares; 2024Q2: 15,598 shares; 2024Q3: 15,598 shares; 2024Q4: 15,598 shares 15,598 $691K 0.13% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,529 shares; 2023Q2: 6,710 shares; 2023Q3: 6,710 shares; 2023Q4: 3,907 shares; 2024Q1: 3,707 shares; 2024Q2: 3,724 shares; 2024Q3: 2,951 shares; 2024Q4: 1,555 shares 1,555 $662K 0.13% -1,396 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: 3,414 shares; 2023Q2: 3,648 shares; 2023Q3: 3,198 shares; 2023Q4: 3,122 shares; 2024Q1: 2,597 shares; 2024Q2: 2,659 shares; 2024Q3: 26,450 shares; 2024Q4: 2,794 shares 2,794 $648K 0.12% -23,656 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,808 shares; 2023Q2: 2,808 shares; 2023Q3: 4,337 shares; 2023Q4: 10,097 shares; 2024Q1: 10,097 shares; 2024Q2: 9,850 shares; 2024Q3: 9,850 shares; 2024Q4: 12,557 shares 12,557 $645K 0.12% +2,707 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 313,067 shares; 2023Q2: 313,067 shares; 2023Q3: 313,067 shares; 2023Q4: 313,067 shares; 2024Q1: 313,067 shares; 2024Q2: 467,048 shares; 2024Q3: 467,048 shares; 2024Q4: 467,048 shares 467,048 $641K 0.12% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,637 shares; 2023Q2: 5,637 shares; 2023Q3: 5,637 shares; 2023Q4: 5,637 shares; 2024Q1: 5,637 shares; 2024Q2: 5,637 shares; 2024Q3: 5,637 shares; 2024Q4: 5,637 shares 5,637 $633K 0.12% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,621 shares; 2023Q2: 2,621 shares; 2023Q3: 2,621 shares; 2023Q4: 2,621 shares; 2024Q1: 2,621 shares; 2024Q2: 2,621 shares; 2024Q3: 2,621 shares; 2024Q4: 2,621 shares 2,621 $631K 0.12% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 954 shares; 2024Q2: 954 shares; 2024Q3: 954 shares; 2024Q4: 954 shares 954 $607K 0.11% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,001 shares; 2024Q3: 2,001 shares; 2024Q4: 2,001 shares 2,001 $585K 0.11% 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: 24,276 shares; 2023Q2: 22,348 shares; 2023Q3: 21,087 shares; 2023Q4: 19,164 shares; 2024Q1: 16,306 shares; 2024Q2: 26,300 shares; 2024Q3: 25,375 shares; 2024Q4: 25,570 shares 25,570 $582K 0.11% +195 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,718 shares 22,718 $571K 0.11% new 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: 16,083 shares; 2023Q2: 16,035 shares; 2023Q3: 16,571 shares; 2023Q4: 15,219 shares; 2024Q1: 12,528 shares; 2024Q2: 13,739 shares; 2024Q3: 12,635 shares; 2024Q4: 13,824 shares 13,824 $553K 0.1% +1,189 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,232 shares; 2023Q2: 11,232 shares; 2023Q3: 11,232 shares; 2023Q4: 11,208 shares; 2024Q1: 10,737 shares; 2024Q2: 10,737 shares; 2024Q3: 10,737 shares; 2024Q4: 10,737 shares 10,737 $550K 0.1% 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: 5,926 shares; 2023Q2: 5,654 shares; 2023Q3: 5,661 shares; 2023Q4: 5,801 shares; 2024Q1: 5,676 shares; 2024Q2: 5,682 shares; 2024Q3: 5,689 shares; 2024Q4: 5,501 shares 5,501 $547K 0.1% -188 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,875 shares; 2023Q4: 5,875 shares; 2024Q1: 5,875 shares; 2024Q2: 11,677 shares; 2024Q3: 18,462 shares; 2024Q4: 18,462 shares 18,462 $543K 0.1% 0 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 7,550 shares; 2023Q4: 7,550 shares; 2024Q1: 7,083 shares; 2024Q2: 7,083 shares; 2024Q3: 13,890 shares; 2024Q4: 13,947 shares 13,947 $537K 0.1% +57 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: 393 shares; 2023Q2: 394 shares; 2023Q3: 395 shares; 2023Q4: 1,940 shares; 2024Q1: 2,106 shares; 2024Q2: 2,136 shares; 2024Q3: 2,210 shares; 2024Q4: 2,210 shares 2,210 $531K 0.1% 0 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: 5,303 shares; 2023Q2: 3,326 shares; 2023Q3: 2,744 shares; 2023Q4: 3,030 shares; 2024Q1: 2,958 shares; 2024Q2: 2,967 shares; 2024Q3: 2,975 shares; 2024Q4: 2,973 shares 2,973 $528K 0.1% -2 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: 3,770 shares; 2023Q2: 5,076 shares; 2023Q3: 5,082 shares; 2023Q4: 2,708 shares; 2024Q1: 2,713 shares; 2024Q2: 2,713 shares; 2024Q3: 2,720 shares; 2024Q4: 2,677 shares 2,677 $524K 0.1% -43 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,543 shares; 2023Q2: 1,543 shares; 2023Q3: 1,543 shares; 2023Q4: 1,543 shares; 2024Q1: 1,543 shares; 2024Q2: 1,293 shares; 2024Q3: 1,293 shares; 2024Q4: 1,293 shares 1,293 $519K 0.1% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 921 shares; 2023Q2: 4,712 shares; 2023Q3: 57 shares; 2023Q4: 6,856 shares; 2024Q1: 4,403 shares; 2024Q2: 3,888 shares; 2024Q3: 6,069 shares; 2024Q4: 15,717 shares 15,717 $514K 0.1% +9,648 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,489 shares; 2023Q2: 24,563 shares; 2023Q3: 24,563 shares; 2023Q4: 19,486 shares; 2024Q1: 19,486 shares; 2024Q2: 14,409 shares; 2024Q3: 9,785 shares; 2024Q4: 10,074 shares 10,074 $509K 0.1% +289 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,082 shares; 2023Q2: 6,064 shares; 2023Q3: 6,239 shares; 2023Q4: 6,293 shares; 2024Q1: 6,293 shares; 2024Q2: 6,305 shares; 2024Q3: 6,222 shares; 2024Q4: 6,279 shares 6,279 $481K 0.09% +57 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,400 shares; 2023Q2: 2,400 shares; 2023Q3: 2,400 shares; 2023Q4: 5,575 shares; 2024Q1: 13,011 shares; 2024Q2: 13,011 shares; 2024Q3: 13,011 shares; 2024Q4: 12,761 shares 12,761 $477K 0.09% -250 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,039 shares; 2023Q2: 4,534 shares; 2023Q3: 4,551 shares; 2023Q4: 4,571 shares; 2024Q1: 4,583 shares; 2024Q2: 4,583 shares; 2024Q3: 4,550 shares; 2024Q4: 4,577 shares 4,577 $456K 0.09% +27 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 300 shares; 2023Q3: 8,350 shares; 2023Q4: 8,350 shares; 2024Q1: 8,350 shares; 2024Q2: 8,350 shares; 2024Q3: 10,290 shares; 2024Q4: 10,140 shares 10,140 $452K 0.09% -150 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: 4 shares; 2023Q2: 5 shares; 2023Q3: 4,397 shares; 2023Q4: 4,220 shares; 2024Q1: 5,047 shares; 2024Q2: 5,470 shares; 2024Q3: 5,282 shares; 2024Q4: 5,060 shares 5,060 $451K 0.09% -222 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: 2,127 shares; 2023Q2: 2,195 shares; 2023Q3: 2,359 shares; 2023Q4: 2,420 shares; 2024Q1: 2,548 shares; 2024Q2: 2,550 shares; 2024Q3: 2,733 shares; 2024Q4: 2,880 shares 2,880 $438K 0.08% +147 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,429 shares; 2024Q3: 7,789 shares; 2024Q4: 13,390 shares 13,390 $437K 0.08% +5,601 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,595 shares; 2023Q2: 6,595 shares; 2023Q3: 6,595 shares; 2023Q4: 6,595 shares; 2024Q1: 12,934 shares; 2024Q2: 12,934 shares; 2024Q3: 11,838 shares; 2024Q4: 11,838 shares 11,838 $436K 0.08% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 41,834 shares; 2023Q2: 49,916 shares; 2023Q3: 32,432 shares; 2023Q4: 8,636 shares; 2024Q1: 8,636 shares; 2024Q2: 8,636 shares; 2024Q3: 5,647 shares; 2024Q4: 8,636 shares 8,636 $436K 0.08% +2,989 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: 3,113 shares; 2023Q2: 3,117 shares; 2023Q3: 3,121 shares; 2023Q4: 1,699 shares; 2024Q1: 1,703 shares; 2024Q2: 2,988 shares; 2024Q3: 2,988 shares; 2024Q4: 2,988 shares 2,988 $433K 0.08% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 493 shares; 2024Q1: 847 shares; 2024Q2: 1,754 shares; 2024Q3: 1,978 shares; 2024Q4: 2,046 shares 2,046 $431K 0.08% +68 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 915 shares; 2023Q2: 1,325 shares; 2023Q3: 1,654 shares; 2023Q4: 1,783 shares; 2024Q1: 1,921 shares; 2024Q2: 1,921 shares; 2024Q3: 2,021 shares; 2024Q4: 2,062 shares 2,062 $423K 0.08% +41 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 779 shares; 2023Q4: 5,479 shares; 2024Q1: 5,479 shares; 2024Q2: 5,479 shares; 2024Q3: 5,479 shares; 2024Q4: 13,743 shares 13,743 $420K 0.08% +8,264 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: 861 shares; 2023Q2: 801 shares; 2023Q3: 1,238 shares; 2023Q4: 1,323 shares; 2024Q1: 1,464 shares; 2024Q2: 1,469 shares; 2024Q3: 1,599 shares; 2024Q4: 1,665 shares 1,665 $411K 0.08% +66 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,420 shares; 2023Q2: 9,420 shares; 2023Q3: 7,920 shares; 2023Q4: 6,295 shares; 2024Q1: 10,688 shares; 2024Q2: 10,688 shares; 2024Q3: 10,273 shares; 2024Q4: 10,138 shares 10,138 $407K 0.08% -135 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: 3,366 shares; 2023Q2: 3,372 shares; 2023Q3: 3,327 shares; 2023Q4: 3,077 shares; 2024Q1: 2,981 shares; 2024Q2: 2,985 shares; 2024Q3: 2,986 shares; 2024Q4: 2,947 shares 2,947 $398K 0.08% -39 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: 1,204 shares; 2023Q2: 1,068 shares; 2023Q3: 1,223 shares; 2023Q4: 1,216 shares; 2024Q1: 6,553 shares; 2024Q2: 6,185 shares; 2024Q3: 6,189 shares; 2024Q4: 6,381 shares 6,381 $398K 0.08% +192 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: 1,822 shares; 2023Q2: 1,460 shares; 2023Q3: 1,379 shares; 2023Q4: 1,228 shares; 2024Q1: 1,228 shares; 2024Q2: 1,228 shares; 2024Q3: 1,228 shares; 2024Q4: 3,071 shares 3,071 $387K 0.07% +1,843 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 533 shares; 2023Q2: 568 shares; 2023Q3: 629 shares; 2023Q4: 638 shares; 2024Q1: 693 shares; 2024Q2: 694 shares; 2024Q3: 736 shares; 2024Q4: 772 shares 772 $375K 0.07% +36 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: 1,543 shares; 2023Q2: 1,426 shares; 2023Q3: 1,427 shares; 2023Q4: 1,427 shares; 2024Q1: 1,428 shares; 2024Q2: 1,024 shares; 2024Q3: 1,024 shares; 2024Q4: 1,025 shares 1,025 $372K 0.07% +1 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,317 shares; 2023Q2: 3,317 shares; 2023Q3: 3,317 shares; 2023Q4: 3,317 shares; 2024Q1: 3,317 shares; 2024Q2: 3,317 shares; 2024Q3: 3,317 shares; 2024Q4: 3,317 shares 3,317 $363K 0.07% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 10,203 shares; 2023Q3: 10,203 shares; 2023Q4: 10,445 shares; 2024Q1: 10,445 shares; 2024Q2: 10,445 shares; 2024Q3: 10,540 shares; 2024Q4: 10,856 shares 10,856 $361K 0.07% +316 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 560 shares; 2023Q2: 560 shares; 2023Q3: 560 shares; 2023Q4: 560 shares; 2024Q1: 560 shares; 2024Q2: 560 shares; 2024Q3: 560 shares; 2024Q4: 560 shares 560 $348K 0.07% 0 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: 175 shares; 2023Q2: 237 shares; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 509 shares; 2024Q2: 410 shares; 2024Q3: 485 shares; 2024Q4: 594 shares 594 $348K 0.07% +109 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,127 shares; 2023Q2: 2,275 shares; 2023Q3: 3,443 shares; 2023Q4: 3,454 shares; 2024Q1: 4,027 shares; 2024Q2: 4,187 shares; 2024Q3: 3,998 shares; 2024Q4: 5,115 shares 5,115 $347K 0.07% +1,117 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,578 shares; 2023Q2: 4,808 shares; 2023Q3: 5,801 shares; 2023Q4: 16,051 shares; 2024Q1: 8,790 shares; 2024Q2: 8,947 shares; 2024Q3: 7,381 shares; 2024Q4: 5,985 shares 5,985 $344K 0.07% -1,396 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: 1,539 shares; 2023Q2: 1,540 shares; 2023Q3: 1,540 shares; 2023Q4: 1,542 shares; 2024Q1: 1,542 shares; 2024Q2: 1,542 shares; 2024Q3: 1,517 shares; 2024Q4: 1,597 shares 1,597 $330K 0.06% +80 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: 308 shares; 2023Q2: 1,260 shares; 2023Q3: 1,262 shares; 2023Q4: 1,264 shares; 2024Q1: 1,266 shares; 2024Q2: 1,348 shares; 2024Q3: 1,350 shares; 2024Q4: 1,352 shares 1,352 $314K 0.06% +2 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: 426 shares; 2023Q2: 427 shares; 2023Q3: 488 shares; 2023Q4: 505 shares; 2024Q1: 534 shares; 2024Q2: 534 shares; 2024Q3: 568 shares; 2024Q4: 602 shares 602 $314K 0.06% +34 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 1,798 shares; 2024Q3: 4,931 shares; 2024Q4: 4,931 shares 4,931 $310K 0.06% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 552 shares; 2023Q2: 553 shares; 2023Q3: 553 shares; 2023Q4: 553 shares; 2024Q1: 553 shares; 2024Q2: 553 shares; 2024Q3: 553 shares; 2024Q4: 511 shares 511 $304K 0.06% -42 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: 6,180 shares; 2023Q2: 5,508 shares; 2023Q3: 5,520 shares; 2023Q4: 7,182 shares; 2024Q1: 5,572 shares; 2024Q2: 5,547 shares; 2024Q3: 5,550 shares; 2024Q4: 6,848 shares 6,848 $297K 0.06% +1,298 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: 1,261 shares; 2023Q2: 1,294 shares; 2023Q3: 1,304 shares; 2023Q4: 1,305 shares; 2024Q1: 1,526 shares; 2024Q2: 1,550 shares; 2024Q3: 1,548 shares; 2024Q4: 1,550 shares 1,550 $296K 0.06% +2 Timeline FNDX 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: not reported; 2023Q2: 3,961 shares; 2023Q3: 3,981 shares; 2023Q4: 4,002 shares; 2024Q1: 4,019 shares; 2024Q2: 4,019 shares; 2024Q3: 4,055 shares; 2024Q4: 12,223 shares 12,223 $289K 0.05% +8,168 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: 1,091 shares; 2023Q2: 2,273 shares; 2023Q3: 2,306 shares; 2023Q4: 2,310 shares; 2024Q1: 2,710 shares; 2024Q2: 2,595 shares; 2024Q3: 2,601 shares; 2024Q4: 2,438 shares 2,438 $281K 0.05% -163 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,450 shares; 2023Q2: 7,954 shares; 2023Q3: 6,711 shares; 2023Q4: 6,631 shares; 2024Q1: 6,631 shares; 2024Q2: 6,631 shares; 2024Q3: 6,631 shares; 2024Q4: 6,536 shares 6,536 $276K 0.05% -95 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: 2,519 shares; 2023Q2: 2,427 shares; 2023Q3: 2,443 shares; 2023Q4: 2,382 shares; 2024Q1: 2,224 shares; 2024Q2: 2,240 shares; 2024Q3: 2,255 shares; 2024Q4: 2,267 shares 2,267 $273K 0.05% +12 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: 2,093 shares; 2023Q2: 2,298 shares; 2023Q3: 2,706 shares; 2023Q4: 2,912 shares; 2024Q1: 2,954 shares; 2024Q2: 2,970 shares; 2024Q3: 3,444 shares; 2024Q4: 3,783 shares 3,783 $271K 0.05% +339 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,358 shares; 2023Q2: 3,358 shares; 2023Q3: 3,358 shares; 2023Q4: 3,358 shares; 2024Q1: 3,358 shares; 2024Q2: 3,358 shares; 2024Q3: 7,858 shares; 2024Q4: 7,858 shares 7,858 $271K 0.05% 0 Timeline NAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,420 shares 10,420 $268K 0.05% new 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: 3,466 shares; 2023Q2: 3,237 shares; 2023Q3: 2,477 shares; 2023Q4: 2,126 shares; 2024Q1: 2,007 shares; 2024Q2: 1,857 shares; 2024Q3: 1,849 shares; 2024Q4: 2,399 shares 2,399 $267K 0.05% +550 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 18,158 shares; 2023Q2: 18,163 shares; 2023Q3: 16,118 shares; 2023Q4: 8,499 shares; 2024Q1: 8,497 shares; 2024Q2: 3,581 shares; 2024Q3: 3,587 shares; 2024Q4: 3,253 shares 3,253 $267K 0.05% -334 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,656 shares; 2023Q2: 1,657 shares; 2023Q3: 1,575 shares; 2023Q4: 1,576 shares; 2024Q1: 1,577 shares; 2024Q2: 1,578 shares; 2024Q3: 1,578 shares; 2024Q4: 1,579 shares 1,579 $263K 0.05% +1 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 398 shares; 2023Q2: 436 shares; 2023Q3: 489 shares; 2023Q4: 510 shares; 2024Q1: 577 shares; 2024Q2: 580 shares; 2024Q3: 689 shares; 2024Q4: 745 shares 745 $262K 0.05% +56 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,484 shares 10,484 $261K 0.05% new 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: 1,432 shares; 2023Q2: 1,492 shares; 2023Q3: 1,474 shares; 2023Q4: 1,364 shares; 2024Q1: 1,364 shares; 2024Q2: 1,365 shares; 2024Q3: 1,312 shares; 2024Q4: 1,327 shares 1,327 $253K 0.05% +15 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,782 shares; 2023Q2: 1,740 shares; 2023Q3: 1,740 shares; 2023Q4: 1,740 shares; 2024Q1: 1,740 shares; 2024Q2: 1,740 shares; 2024Q3: 1,740 shares; 2024Q4: 1,740 shares 1,740 $250K 0.05% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,490 shares; 2023Q2: 1,823 shares; 2023Q3: 1,381 shares; 2023Q4: 1,633 shares; 2024Q1: 2,924 shares; 2024Q2: 3,268 shares; 2024Q3: 4,112 shares; 2024Q4: 4,937 shares 4,937 $249K 0.05% +825 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: 3,122 shares; 2023Q2: 2,217 shares; 2023Q3: 1,624 shares; 2023Q4: 250 shares; 2024Q1: not reported; 2024Q2: 2,446 shares; 2024Q3: 2,321 shares; 2024Q4: 2,321 shares 2,321 $247K 0.05% 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 397 shares; 2024Q2: 404 shares; 2024Q3: 680 shares; 2024Q4: 699 shares 699 $239K 0.05% +19 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 206 shares; 2023Q2: 206 shares; 2023Q3: 206 shares; 2023Q4: 206 shares; 2024Q1: 201 shares; 2024Q2: 201 shares; 2024Q3: 201 shares; 2024Q4: 201 shares 201 $238K 0.05% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,463 shares; 2023Q2: 1,544 shares; 2023Q3: 1,597 shares; 2023Q4: 1,599 shares; 2024Q1: 1,716 shares; 2024Q2: 1,751 shares; 2024Q3: 1,709 shares; 2024Q4: 1,860 shares 1,860 $237K 0.04% +151 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: 634 shares; 2023Q2: 1,566 shares; 2023Q3: 1,566 shares; 2023Q4: 1,578 shares; 2024Q1: 1,581 shares; 2024Q2: 1,411 shares; 2024Q3: 1,416 shares; 2024Q4: 1,421 shares 1,421 $233K 0.04% +5 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1 shares; 2023Q2: 15 shares; 2023Q3: 25 shares; 2023Q4: 29 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 43 shares; 2024Q4: 46 shares 46 $229K 0.04% +3 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,378 shares; 2023Q2: 1,357 shares; 2023Q3: 1,366 shares; 2023Q4: 1,374 shares; 2024Q1: 1,381 shares; 2024Q2: 1,386 shares; 2024Q3: 1,247 shares; 2024Q4: 1,185 shares 1,185 $228K 0.04% -62 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,084 shares; 2023Q2: 1,084 shares; 2023Q3: 1,084 shares; 2023Q4: 1,084 shares; 2024Q1: 2,085 shares; 2024Q2: 774 shares; 2024Q3: 774 shares; 2024Q4: 774 shares 774 $227K 0.04% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,062 shares; 2023Q2: 1,062 shares; 2023Q3: 862 shares; 2023Q4: 862 shares; 2024Q1: 862 shares; 2024Q2: 862 shares; 2024Q3: 862 shares; 2024Q4: 831 shares 831 $226K 0.04% -31 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 21 shares; 2023Q2: 21 shares; 2023Q3: 260 shares; 2023Q4: 304 shares; 2024Q1: 372 shares; 2024Q2: 373 shares; 2024Q3: 481 shares; 2024Q4: 528 shares 528 $221K 0.04% +47 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,237 shares; 2023Q2: 6,237 shares; 2023Q3: 6,237 shares; 2023Q4: 6,237 shares; 2024Q1: 6,237 shares; 2024Q2: 6,237 shares; 2024Q3: 6,237 shares; 2024Q4: 6,237 shares 6,237 $220K 0.04% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 119 shares; 2023Q2: 155 shares; 2023Q3: 215 shares; 2023Q4: 227 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 1,085 shares; 2024Q4: 1,165 shares 1,165 $213K 0.04% +80 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: 9,612 shares; 2023Q2: 8,696 shares; 2023Q3: 7,995 shares; 2023Q4: 7,648 shares; 2024Q1: 3,014 shares; 2024Q2: 3,014 shares; 2024Q3: 3,014 shares; 2024Q4: 3,014 shares 3,014 $212K 0.04% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,668 shares; 2023Q2: 1,668 shares; 2023Q3: 1,668 shares; 2023Q4: 1,668 shares; 2024Q1: 1,668 shares; 2024Q2: 1,668 shares; 2024Q3: 1,668 shares; 2024Q4: 1,668 shares 1,668 $211K 0.04% 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: 670 shares; 2023Q2: 673 shares; 2023Q3: 675 shares; 2023Q4: 678 shares; 2024Q1: 752 shares; 2024Q2: 680 shares; 2024Q3: 720 shares; 2024Q4: 794 shares 794 $210K 0.04% +74 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: 1,492 shares; 2023Q2: 1,552 shares; 2023Q3: 1,695 shares; 2023Q4: 1,724 shares; 2024Q1: 1,575 shares; 2024Q2: 1,575 shares; 2024Q3: 1,725 shares; 2024Q4: 1,913 shares 1,913 $208K 0.04% +188 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 316 shares; 2023Q2: 376 shares; 2023Q3: 438 shares; 2023Q4: 456 shares; 2024Q1: 496 shares; 2024Q2: 497 shares; 2024Q3: 562 shares; 2024Q4: 613 shares 613 $208K 0.04% +51 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 629 shares; 2023Q2: 631 shares; 2023Q3: 631 shares; 2023Q4: 636 shares; 2024Q1: 638 shares; 2024Q2: 639 shares; 2024Q3: 641 shares; 2024Q4: 613 shares 613 $205K 0.04% -28 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,936 shares; 2023Q2: 2,936 shares; 2023Q3: 2,936 shares; 2023Q4: 2,936 shares; 2024Q1: 2,936 shares; 2024Q2: 2,936 shares; 2024Q3: 2,936 shares; 2024Q4: 8,808 shares 8,808 $204K 0.04% +5,872 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 134 shares; 2023Q3: 229 shares; 2023Q4: 267 shares; 2024Q1: 316 shares; 2024Q2: 319 shares; 2024Q3: 385 shares; 2024Q4: 409 shares 409 $204K 0.04% +24 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: 2,976 shares; 2023Q2: 3,018 shares; 2023Q3: 3,034 shares; 2023Q4: 3,063 shares; 2024Q1: 3,063 shares; 2024Q2: 3,099 shares; 2024Q3: 2,672 shares; 2024Q4: 2,693 shares 2,693 $204K 0.04% +21 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,904 shares; 2023Q2: 1,909 shares; 2023Q3: 1,693 shares; 2023Q4: 1,561 shares; 2024Q1: 1,565 shares; 2024Q2: 1,567 shares; 2024Q3: 1,569 shares; 2024Q4: 1,571 shares 1,571 $203K 0.04% +2 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,524 shares; 2023Q2: 1,087 shares; 2023Q3: 1,088 shares; 2023Q4: 1,091 shares; 2024Q1: 1,092 shares; 2024Q2: 1,092 shares; 2024Q3: 1,060 shares; 2024Q4: 1,062 shares 1,062 $202K 0.04% +2 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 228 shares; 2023Q2: 278 shares; 2023Q3: 339 shares; 2023Q4: 359 shares; 2024Q1: 409 shares; 2024Q2: 412 shares; 2024Q3: 526 shares; 2024Q4: 579 shares 579 $197K 0.04% +53 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,509 shares; 2023Q2: 1,513 shares; 2023Q3: 1,516 shares; 2023Q4: 1,473 shares; 2024Q1: 1,476 shares; 2024Q2: 1,480 shares; 2024Q3: 1,483 shares; 2024Q4: 1,483 shares 1,483 $194K 0.04% 0 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: 638 shares; 2023Q2: 711 shares; 2023Q3: 1,484 shares; 2023Q4: 1,489 shares; 2024Q1: 1,774 shares; 2024Q2: 2,036 shares; 2024Q3: 1,766 shares; 2024Q4: 2,368 shares 2,368 $190K 0.04% +602 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: 992 shares; 2023Q2: 1,187 shares; 2023Q3: 1,309 shares; 2023Q4: 1,538 shares; 2024Q1: 477 shares; 2024Q2: 320 shares; 2024Q3: 347 shares; 2024Q4: 347 shares 347 $187K 0.04% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 910 shares; 2023Q2: 910 shares; 2023Q3: 910 shares; 2023Q4: 810 shares; 2024Q1: 810 shares; 2024Q2: 810 shares; 2024Q3: 810 shares; 2024Q4: 810 shares 810 $186K 0.04% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,570 shares; 2023Q2: 2,477 shares; 2023Q3: 2,482 shares; 2023Q4: 2,826 shares; 2024Q1: 2,436 shares; 2024Q2: 1,878 shares; 2024Q3: 1,844 shares; 2024Q4: 1,712 shares 1,712 $184K 0.03% -132 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,555 shares; 2023Q2: 6,678 shares; 2023Q3: 5,378 shares; 2023Q4: 5,400 shares; 2024Q1: 5,758 shares; 2024Q2: 5,989 shares; 2024Q3: 391 shares; 2024Q4: 414 shares 414 $184K 0.03% +23 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,711 shares 6,711 $183K 0.03% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 120 shares; 2023Q2: 120 shares; 2023Q3: 1,120 shares; 2023Q4: 1,120 shares; 2024Q1: 1,120 shares; 2024Q2: 1,120 shares; 2024Q3: 1,120 shares; 2024Q4: 1,720 shares 1,720 $183K 0.03% +600 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,973 shares; 2023Q2: 1,727 shares; 2023Q3: 1,727 shares; 2023Q4: 1,793 shares; 2024Q1: 1,727 shares; 2024Q2: 1,190 shares; 2024Q3: 1,190 shares; 2024Q4: 1,190 shares 1,190 $183K 0.03% 0 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: 1,616 shares; 2023Q2: 1,616 shares; 2023Q3: 1,616 shares; 2023Q4: 1,616 shares; 2024Q1: 1,616 shares; 2024Q2: 1,616 shares; 2024Q3: 1,667 shares; 2024Q4: 1,616 shares 1,616 $183K 0.03% -51 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,831 shares; 2023Q2: 1,832 shares; 2023Q3: 1,762 shares; 2023Q4: 1,763 shares; 2024Q1: 1,764 shares; 2024Q2: 1,764 shares; 2024Q3: 1,765 shares; 2024Q4: 1,765 shares 1,765 $183K 0.03% 0 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,050 shares; 2023Q4: 5,050 shares; 2024Q1: 5,050 shares; 2024Q2: 5,050 shares; 2024Q3: 5,050 shares; 2024Q4: 5,050 shares 5,050 $179K 0.03% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9 shares; 2023Q2: 9 shares; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 335 shares; 2024Q2: 336 shares; 2024Q3: 446 shares; 2024Q4: 496 shares 496 $179K 0.03% +50 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: 3,688 shares; 2023Q2: 3,692 shares; 2023Q3: 3,730 shares; 2023Q4: 3,734 shares; 2024Q1: 3,344 shares; 2024Q2: 3,832 shares; 2024Q3: 3,332 shares; 2024Q4: 3,412 shares 3,412 $178K 0.03% +80 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 952 shares; 2023Q2: 952 shares; 2023Q3: 952 shares; 2023Q4: 952 shares; 2024Q1: 952 shares; 2024Q2: 952 shares; 2024Q3: 952 shares; 2024Q4: 952 shares 952 $176K 0.03% 0 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 22,755 shares; 2023Q2: 17,914 shares; 2023Q3: 15,542 shares; 2023Q4: 15,576 shares; 2024Q1: 13,533 shares; 2024Q2: 13,574 shares; 2024Q3: 13,617 shares; 2024Q4: 13,662 shares 13,662 $173K 0.03% +45 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: 198 shares; 2023Q2: 227 shares; 2023Q3: 275 shares; 2023Q4: 294 shares; 2024Q1: 314 shares; 2024Q2: 316 shares; 2024Q3: 360 shares; 2024Q4: 331 shares 331 $172K 0.03% -29 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 3,258 shares; 2023Q3: 3,258 shares; 2023Q4: 3,258 shares; 2024Q1: 3,258 shares; 2024Q2: 5,257 shares; 2024Q3: 5,257 shares; 2024Q4: 5,257 shares 5,257 $172K 0.03% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 541 shares; 2023Q2: 541 shares; 2023Q3: 541 shares; 2023Q4: 541 shares; 2024Q1: 541 shares; 2024Q2: 489 shares; 2024Q3: 489 shares; 2024Q4: 463 shares 463 $172K 0.03% -26 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: 1,353 shares; 2023Q2: 2,644 shares; 2023Q3: 3,545 shares; 2023Q4: 6,972 shares; 2024Q1: 3,091 shares; 2024Q2: 3,945 shares; 2024Q3: 4,833 shares; 2024Q4: 3,858 shares 3,858 $170K 0.03% -975 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: 220 shares; 2023Q2: 356 shares; 2023Q3: 399 shares; 2023Q4: 428 shares; 2024Q1: 220 shares; 2024Q2: 220 shares; 2024Q3: 220 shares; 2024Q4: 220 shares 220 $170K 0.03% 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: 601 shares; 2023Q2: 602 shares; 2023Q3: 603 shares; 2023Q4: 576 shares; 2024Q1: 577 shares; 2024Q2: 578 shares; 2024Q3: 579 shares; 2024Q4: 580 shares 580 $168K 0.03% +1 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,300 shares; 2023Q2: 4,300 shares; 2023Q3: 4,300 shares; 2023Q4: 4,300 shares; 2024Q1: 3,500 shares; 2024Q2: 3,500 shares; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares 3,500 $168K 0.03% 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: 3,999 shares; 2023Q2: 4,016 shares; 2023Q3: 4,030 shares; 2023Q4: 4,044 shares; 2024Q1: 4,058 shares; 2024Q2: 4,069 shares; 2024Q3: 4,444 shares; 2024Q4: 4,447 shares 4,447 $167K 0.03% +3 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,825 shares; 2023Q2: 1,826 shares; 2023Q3: 1,826 shares; 2023Q4: 1,596 shares; 2024Q1: 1,597 shares; 2024Q2: 1,597 shares; 2024Q3: 2,428 shares; 2024Q4: 2,690 shares 2,690 $163K 0.03% +262 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,000 shares 6,000 $162K 0.03% new Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,535 shares; 2023Q2: 1,537 shares; 2023Q3: 1,538 shares; 2023Q4: 1,539 shares; 2024Q1: 1,444 shares; 2024Q2: 1,444 shares; 2024Q3: 1,444 shares; 2024Q4: 1,444 shares 1,444 $161K 0.03% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 1,481 shares; 2024Q1: 1,918 shares; 2024Q2: 2,371 shares; 2024Q3: 2,929 shares; 2024Q4: 2,061 shares 2,061 $159K 0.03% -868 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,428 shares; 2023Q2: 2,432 shares; 2023Q3: 2,437 shares; 2023Q4: 2,442 shares; 2024Q1: 2,448 shares; 2024Q2: 2,453 shares; 2024Q3: 2,458 shares; 2024Q4: 2,458 shares 2,458 $157K 0.03% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,758 shares; 2023Q2: 3,370 shares; 2023Q3: 3,370 shares; 2023Q4: 3,255 shares; 2024Q1: 2,671 shares; 2024Q2: 2,657 shares; 2024Q3: 2,657 shares; 2024Q4: 2,737 shares 2,737 $155K 0.03% +80 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,100 shares; 2023Q2: 1,100 shares; 2023Q3: 1,100 shares; 2023Q4: 3,850 shares; 2024Q1: 3,850 shares; 2024Q2: 3,850 shares; 2024Q3: 3,850 shares; 2024Q4: 4,400 shares 4,400 $154K 0.03% +550 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: 1,224 shares; 2023Q2: 520 shares; 2023Q3: 259 shares; 2023Q4: 334 shares; 2024Q1: 258 shares; 2024Q2: 257 shares; 2024Q3: 257 shares; 2024Q4: 257 shares 257 $147K 0.03% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,315 shares; 2023Q2: 1,315 shares; 2023Q3: 1,315 shares; 2023Q4: 1,315 shares; 2024Q1: 1,315 shares; 2024Q2: 1,315 shares; 2024Q3: 1,315 shares; 2024Q4: 1,315 shares 1,315 $147K 0.03% 0 Timeline KSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,694 shares; 2024Q4: 5,694 shares 5,694 $146K 0.03% 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: 2,383 shares; 2023Q2: 2,099 shares; 2023Q3: 1,995 shares; 2023Q4: 1,915 shares; 2024Q1: 1,923 shares; 2024Q2: 1,794 shares; 2024Q3: 1,536 shares; 2024Q4: 1,602 shares 1,602 $146K 0.03% +66 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: 2,142 shares; 2023Q2: 2,144 shares; 2023Q3: 2,145 shares; 2023Q4: 2,246 shares; 2024Q1: 2,147 shares; 2024Q2: 2,150 shares; 2024Q3: 2,150 shares; 2024Q4: 2,050 shares 2,050 $144K 0.03% -100 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: 3,724 shares; 2023Q2: 2,665 shares; 2023Q3: 2,473 shares; 2023Q4: 2,412 shares; 2024Q1: 2,414 shares; 2024Q2: 2,415 shares; 2024Q3: 2,417 shares; 2024Q4: 2,419 shares 2,419 $143K 0.03% +2 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,438 shares; 2023Q2: 1,430 shares; 2023Q3: 1,430 shares; 2023Q4: 1,430 shares; 2024Q1: 1,430 shares; 2024Q2: 1,430 shares; 2024Q3: 1,430 shares; 2024Q4: 1,430 shares 1,430 $142K 0.03% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,526 shares; 2023Q2: 4,526 shares; 2023Q3: 4,377 shares; 2023Q4: 4,377 shares; 2024Q1: 4,377 shares; 2024Q2: 4,377 shares; 2024Q3: 4,377 shares; 2024Q4: 4,377 shares 4,377 $139K 0.03% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,223 shares; 2023Q2: 2,223 shares; 2023Q3: 2,223 shares; 2023Q4: 2,223 shares; 2024Q1: 2,223 shares; 2024Q2: 2,223 shares; 2024Q3: 2,223 shares; 2024Q4: 1,690 shares 1,690 $138K 0.03% -533 Timeline BILS 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,379 shares; 2024Q2: 1,379 shares; 2024Q3: 1,379 shares; 2024Q4: 1,379 shares 1,379 $137K 0.03% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,044 shares; 2023Q2: 1,044 shares; 2023Q3: 1,044 shares; 2023Q4: 1,044 shares; 2024Q1: 1,044 shares; 2024Q2: 1,044 shares; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares 1,044 $135K 0.03% 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: 1,050 shares; 2023Q2: 1,056 shares; 2023Q3: 1,060 shares; 2023Q4: 1,065 shares; 2024Q1: 1,069 shares; 2024Q2: 1,073 shares; 2024Q3: 1,078 shares; 2024Q4: 1,081 shares 1,081 $134K 0.03% +3 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,290 shares; 2024Q2: 3,181 shares; 2024Q3: 3,447 shares; 2024Q4: 2,954 shares 2,954 $134K 0.03% -493 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: 4,858 shares; 2023Q2: 4,858 shares; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,649 shares 2,649 $131K 0.02% +149 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,159 shares; 2023Q2: 7,211 shares; 2023Q3: 7,211 shares; 2023Q4: 7,127 shares; 2024Q1: 7,043 shares; 2024Q2: 6,844 shares; 2024Q3: 6,705 shares; 2024Q4: 6,505 shares 6,505 $130K 0.02% -200 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,532 shares; 2023Q2: 1,511 shares; 2023Q3: 1,462 shares; 2023Q4: 1,464 shares; 2024Q1: 1,444 shares; 2024Q2: 1,120 shares; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares 1,120 $130K 0.02% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 464 shares; 2023Q2: 464 shares; 2023Q3: 464 shares; 2023Q4: 464 shares; 2024Q1: 464 shares; 2024Q2: 464 shares; 2024Q3: 464 shares; 2024Q4: 464 shares 464 $129K 0.02% 0 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,100 shares; 2023Q2: 2,100 shares; 2023Q3: 3,531 shares; 2023Q4: 3,531 shares; 2024Q1: 3,531 shares; 2024Q2: 3,187 shares; 2024Q3: 3,117 shares; 2024Q4: 2,958 shares 2,958 $127K 0.02% -159 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 685 shares; 2023Q2: 693 shares; 2023Q3: 698 shares; 2023Q4: 704 shares; 2024Q1: 709 shares; 2024Q2: 714 shares; 2024Q3: 718 shares; 2024Q4: 722 shares 722 $124K 0.02% +4 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: 436 shares; 2023Q2: 437 shares; 2023Q3: 437 shares; 2023Q4: 438 shares; 2024Q1: 908 shares; 2024Q2: 1,052 shares; 2024Q3: 1,242 shares; 2024Q4: 1,195 shares 1,195 $121K 0.02% -47 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,000 shares; 2023Q2: 6,000 shares; 2023Q3: 6,000 shares; 2023Q4: 6,000 shares; 2024Q1: 6,000 shares; 2024Q2: 6,000 shares; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares 6,000 $121K 0.02% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 140 shares; 2023Q2: 140 shares; 2023Q3: 140 shares; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: 140 shares; 2024Q3: 140 shares; 2024Q4: 228 shares 228 $120K 0.02% +88 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,919 shares; 2023Q2: 2,919 shares; 2023Q3: 2,919 shares; 2023Q4: 2,919 shares; 2024Q1: 2,919 shares; 2024Q2: 2,919 shares; 2024Q3: 2,919 shares; 2024Q4: 2,919 shares 2,919 $115K 0.02% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,991 shares; 2023Q2: 3,999 shares; 2023Q3: 3,280 shares; 2023Q4: 3,280 shares; 2024Q1: 3,280 shares; 2024Q2: 3,280 shares; 2024Q3: 3,280 shares; 2024Q4: 2,777 shares 2,777 $115K 0.02% -503 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 558 shares; 2024Q4: 558 shares 558 $114K 0.02% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 491 shares; 2023Q2: 491 shares; 2023Q3: 491 shares; 2023Q4: 491 shares; 2024Q1: 491 shares; 2024Q2: 491 shares; 2024Q3: 491 shares; 2024Q4: 492 shares 492 $113K 0.02% +1 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,280 shares; 2023Q2: 16,417 shares; 2023Q3: 16,458 shares; 2023Q4: 16,494 shares; 2024Q1: 14,687 shares; 2024Q2: 13,367 shares; 2024Q3: 11,396 shares; 2024Q4: 11,435 shares 11,435 $113K 0.02% +39 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: 238 shares; 2023Q2: 238 shares; 2023Q3: 238 shares; 2023Q4: 238 shares; 2024Q1: 238 shares; 2024Q2: 238 shares; 2024Q3: 238 shares; 2024Q4: 238 shares 238 $110K 0.02% 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: 1,715 shares; 2023Q2: 1,717 shares; 2023Q3: 1,719 shares; 2023Q4: 322 shares; 2024Q1: 324 shares; 2024Q2: 1,726 shares; 2024Q3: 1,728 shares; 2024Q4: 1,731 shares 1,731 $108K 0.02% +3 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 367 shares; 2023Q2: 367 shares; 2023Q3: 367 shares; 2023Q4: 367 shares; 2024Q1: 367 shares; 2024Q2: 367 shares; 2024Q3: 367 shares; 2024Q4: 367 shares 367 $106K 0.02% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,150 shares; 2023Q2: 2,150 shares; 2023Q3: 2,150 shares; 2023Q4: 2,150 shares; 2024Q1: 2,150 shares; 2024Q2: 2,150 shares; 2024Q3: 2,150 shares; 2024Q4: 2,150 shares 2,150 $104K 0.02% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,099 shares; 2024Q1: 1,881 shares; 2024Q2: 2,623 shares; 2024Q3: 3,545 shares; 2024Q4: 2,109 shares 2,109 $103K 0.02% -1,436 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,838 shares; 2023Q2: 2,045 shares; 2023Q3: 1,549 shares; 2023Q4: 2,052 shares; 2024Q1: 1,557 shares; 2024Q2: 1,558 shares; 2024Q3: 1,029 shares; 2024Q4: 1,029 shares 1,029 $103K 0.02% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3 shares; 2024Q4: 60 shares 60 $102K 0.02% +57 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,463 shares; 2023Q2: 2,810 shares; 2023Q3: 859 shares; 2023Q4: 864 shares; 2024Q1: 751 shares; 2024Q2: 1,458 shares; 2024Q3: 1,461 shares; 2024Q4: 860 shares 860 $102K 0.02% -601 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 51,197 shares; 2023Q2: 44,939 shares; 2023Q3: 44,945 shares; 2023Q4: 47,279 shares; 2024Q1: 44,963 shares; 2024Q2: 44,992 shares; 2024Q3: 42,981 shares; 2024Q4: 6,348 shares 6,348 $102K 0.02% -36,633 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: 157 shares; 2023Q2: 192 shares; 2023Q3: 255 shares; 2023Q4: 277 shares; 2024Q1: 323 shares; 2024Q2: 324 shares; 2024Q3: 374 shares; 2024Q4: 272 shares 272 $100K 0.02% -102 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,778 shares; 2023Q2: 3,778 shares; 2023Q3: 3,778 shares; 2023Q4: 3,778 shares; 2024Q1: 3,778 shares; 2024Q2: 3,778 shares; 2024Q3: 3,778 shares; 2024Q4: 3,778 shares 3,778 $98.6K 0.02% 0 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,700 shares; 2023Q3: 2,700 shares; 2023Q4: 2,700 shares; 2024Q1: 2,700 shares; 2024Q2: 2,700 shares; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares 2,700 $97K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,404 shares; 2023Q2: 1,406 shares; 2023Q3: 1,407 shares; 2023Q4: 1,151 shares; 2024Q1: 728 shares; 2024Q2: 987 shares; 2024Q3: 992 shares; 2024Q4: 993 shares 993 $91.6K 0.02% +1 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: 538 shares; 2023Q2: 539 shares; 2023Q3: 539 shares; 2023Q4: 606 shares; 2024Q1: 562 shares; 2024Q2: 540 shares; 2024Q3: 533 shares; 2024Q4: 534 shares 534 $89K 0.02% +1 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: not reported; 2023Q2: 1,387 shares; 2023Q3: 1,399 shares; 2023Q4: 1,417 shares; 2024Q1: 1,426 shares; 2024Q2: 1,441 shares; 2024Q3: 1,457 shares; 2024Q4: 1,477 shares 1,477 $86K 0.02% +20 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: 5,363 shares; 2023Q2: 5,190 shares; 2023Q3: 5,216 shares; 2023Q4: 25 shares; 2024Q1: 5,270 shares; 2024Q2: 5,297 shares; 2024Q3: 5,319 shares; 2024Q4: 5,347 shares 5,347 $82.9K 0.02% +28 JEPQ 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,463 shares 1,463 $82.5K 0.02% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 242 shares; 2023Q2: not reported; 2023Q3: 700 shares; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares 700 $82.3K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,545 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares 1,500 $80.8K 0.02% 0 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: 888 shares; 2023Q2: 888 shares; 2023Q3: 888 shares; 2023Q4: 888 shares; 2024Q1: 888 shares; 2024Q2: 888 shares; 2024Q3: 888 shares; 2024Q4: 888 shares 888 $80.7K 0.02% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,545 shares; 2023Q2: 872 shares; 2023Q3: 872 shares; 2023Q4: 737 shares; 2024Q1: 737 shares; 2024Q2: 742 shares; 2024Q3: 677 shares; 2024Q4: 682 shares 682 $80.1K 0.02% +5 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,087 shares; 2023Q2: 3,087 shares; 2023Q3: 3,087 shares; 2023Q4: 3,087 shares; 2024Q1: 3,087 shares; 2024Q2: 3,087 shares; 2024Q3: 3,087 shares; 2024Q4: 3,087 shares 3,087 $79.9K 0.02% 0 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,767 shares; 2023Q2: 1,767 shares; 2023Q3: 1,767 shares; 2023Q4: 1,767 shares; 2024Q1: 1,970 shares; 2024Q2: 1,970 shares; 2024Q3: 1,842 shares; 2024Q4: 1,842 shares 1,842 $79.3K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 390 shares; 2023Q2: 390 shares; 2023Q3: 390 shares; 2023Q4: 390 shares; 2024Q1: 390 shares; 2024Q2: 390 shares; 2024Q3: 390 shares; 2024Q4: 390 shares 390 $78.7K 0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 120 shares; 2023Q2: 121 shares; 2023Q3: 121 shares; 2023Q4: 122 shares; 2024Q1: 122 shares; 2024Q2: 203 shares; 2024Q3: 265 shares; 2024Q4: 265 shares 265 $76.7K 0.01% 0 Timeline RYAM RAYONIER ADVANCED MATLS INC More: the full row for RAYONIER ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,892 shares; 2023Q2: 14,392 shares; 2023Q3: 20,361 shares; 2023Q4: 23,361 shares; 2024Q1: 23,361 shares; 2024Q2: 23,361 shares; 2024Q3: 19,161 shares; 2024Q4: 9,285 shares 9,285 $76.6K 0.01% -9,876 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 575 shares; 2024Q2: 1,223 shares; 2024Q3: 1,383 shares; 2024Q4: 1,452 shares 1,452 $76.2K 0.01% +69 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: 6,746 shares; 2023Q2: 6,253 shares; 2023Q3: 6,088 shares; 2023Q4: 5,987 shares; 2024Q1: 5,651 shares; 2024Q2: 5,351 shares; 2024Q3: 2,864 shares; 2024Q4: 2,864 shares 2,864 $76K 0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,365 shares; 2023Q2: 1,261 shares; 2023Q3: 1,262 shares; 2023Q4: 1,138 shares; 2024Q1: 1,138 shares; 2024Q2: 1,138 shares; 2024Q3: 1,220 shares; 2024Q4: 1,138 shares 1,138 $74.6K 0.01% -82 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,819 shares; 2023Q2: 2,875 shares; 2023Q3: 2,928 shares; 2023Q4: 2,981 shares; 2024Q1: 1,882 shares; 2024Q2: 1,915 shares; 2024Q3: 1,941 shares; 2024Q4: 1,967 shares 1,967 $74.5K 0.01% +26 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 297 shares; 2024Q2: 568 shares; 2024Q3: 670 shares; 2024Q4: 749 shares 749 $72.5K 0.01% +79 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: 10,830 shares; 2023Q2: 10,830 shares; 2023Q3: 10,830 shares; 2023Q4: not reported; 2024Q1: 331 shares; 2024Q2: 427 shares; 2024Q3: 409 shares; 2024Q4: 405 shares 405 $72.1K 0.01% -4 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 222 shares; 2023Q2: 222 shares; 2023Q3: 222 shares; 2023Q4: 222 shares; 2024Q1: 222 shares; 2024Q2: 222 shares; 2024Q3: 222 shares; 2024Q4: 222 shares 222 $71.5K 0.01% 0 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: 503 shares; 2023Q2: 503 shares; 2023Q3: 503 shares; 2023Q4: 503 shares; 2024Q1: 503 shares; 2024Q2: 503 shares; 2024Q3: 503 shares; 2024Q4: 503 shares 503 $70.5K 0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 692 shares; 2023Q2: 692 shares; 2023Q3: 692 shares; 2023Q4: 692 shares; 2024Q1: 692 shares; 2024Q2: 692 shares; 2024Q3: 692 shares; 2024Q4: 692 shares 692 $70.2K 0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 583 shares; 2023Q2: 583 shares; 2023Q3: 583 shares; 2023Q4: 583 shares; 2024Q1: 583 shares; 2024Q2: 583 shares; 2024Q3: 583 shares; 2024Q4: 583 shares 583 $69.6K 0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 329 shares; 2024Q1: 543 shares; 2024Q2: 762 shares; 2024Q3: 1,031 shares; 2024Q4: 927 shares 927 $69.3K 0.01% -104 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: 235 shares; 2023Q2: 236 shares; 2023Q3: 236 shares; 2023Q4: 236 shares; 2024Q1: 1,180 shares; 2024Q2: 1,180 shares; 2024Q3: 1,180 shares; 2024Q4: 1,180 shares 1,180 $68.8K 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: 803 shares; 2023Q2: 538 shares; 2023Q3: 538 shares; 2023Q4: 538 shares; 2024Q1: 538 shares; 2024Q2: 538 shares; 2024Q3: 523 shares; 2024Q4: 388 shares 388 $68.7K 0.01% -135 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,566 shares; 2024Q4: 1,566 shares 1,566 $68.3K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 45 shares; 2023Q2: 145 shares; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 145 shares; 2024Q2: 145 shares; 2024Q3: 145 shares; 2024Q4: 145 shares 145 $68K 0.01% 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: 577 shares; 2023Q2: 660 shares; 2023Q3: 757 shares; 2023Q4: 788 shares; 2024Q1: 234 shares; 2024Q2: 234 shares; 2024Q3: 298 shares; 2024Q4: 298 shares 298 $68K 0.01% 0 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,503 shares; 2023Q2: 1,503 shares; 2023Q3: 1,503 shares; 2023Q4: 1,503 shares; 2024Q1: 1,503 shares; 2024Q2: 1,503 shares; 2024Q3: 1,503 shares; 2024Q4: 1,503 shares 1,503 $67.5K 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: 1,464 shares; 2023Q2: 1,464 shares; 2023Q3: 1,464 shares; 2023Q4: 1,464 shares; 2024Q1: 1,464 shares; 2024Q2: 1,464 shares; 2024Q3: 1,464 shares; 2024Q4: 1,390 shares 1,390 $67K 0.01% -74 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 295 shares; 2023Q2: 295 shares; 2023Q3: 295 shares; 2023Q4: 295 shares; 2024Q1: 295 shares; 2024Q2: 295 shares; 2024Q3: 295 shares; 2024Q4: 295 shares 295 $66.4K 0.01% 0 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,700 shares; 2023Q2: 1,700 shares; 2023Q3: 1,700 shares; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares 1,700 $66.2K 0.01% 0 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: 2,500 shares; 2023Q2: 2,500 shares; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares 2,500 $65.8K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,478 shares; 2023Q2: 1,488 shares; 2023Q3: 1,497 shares; 2023Q4: 1,639 shares; 2024Q1: 1,517 shares; 2024Q2: 1,528 shares; 2024Q3: 1,541 shares; 2024Q4: 1,466 shares 1,466 $65.8K 0.01% -75 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 738 shares; 2023Q2: 746 shares; 2023Q3: 753 shares; 2023Q4: 760 shares; 2024Q1: 760 shares; 2024Q2: 773 shares; 2024Q3: 773 shares; 2024Q4: 773 shares 773 $65.3K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,562 shares; 2023Q2: 1,572 shares; 2023Q3: 1,581 shares; 2023Q4: 655 shares; 2024Q1: 655 shares; 2024Q2: 655 shares; 2024Q3: 655 shares; 2024Q4: 703 shares 703 $64.9K 0.01% +48 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: 1,328 shares; 2023Q2: 1,282 shares; 2023Q3: 1,283 shares; 2023Q4: 1,284 shares; 2024Q1: 1,263 shares; 2024Q2: 938 shares; 2024Q3: 939 shares; 2024Q4: 939 shares 939 $64.1K 0.01% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,500 shares; 2023Q2: 6,500 shares; 2023Q3: 6,500 shares; 2023Q4: 6,500 shares; 2024Q1: 6,500 shares; 2024Q2: 6,500 shares; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares 6,500 $62.7K 0.01% 0 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: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 109 shares 109 $62.4K 0.01% -16 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,664 shares; 2024Q2: 1,664 shares; 2024Q3: 1,414 shares; 2024Q4: 1,314 shares 1,314 $60.6K 0.01% -100 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares 2,000 $60.5K 0.01% 0 Timeline NSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,345 shares; 2024Q4: 2,345 shares 2,345 $60.2K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 384 shares; 2023Q2: 384 shares; 2023Q3: 384 shares; 2023Q4: 384 shares; 2024Q1: 384 shares; 2024Q2: 384 shares; 2024Q3: 480 shares; 2024Q4: 481 shares 481 $59.8K 0.01% +1 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: 2,231 shares; 2023Q2: 1,046 shares; 2023Q3: 1,061 shares; 2023Q4: 1,083 shares; 2024Q1: 1,093 shares; 2024Q2: 1,110 shares; 2024Q3: 1,127 shares; 2024Q4: 1,147 shares 1,147 $58.4K 0.01% +20 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,327 shares; 2024Q4: 2,327 shares 2,327 $58.4K 0.01% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,967 shares; 2023Q2: 2,741 shares; 2023Q3: 2,759 shares; 2023Q4: 2,683 shares; 2024Q1: 2,409 shares; 2024Q2: 2,424 shares; 2024Q3: 1,767 shares; 2024Q4: 1,778 shares 1,778 $56.4K 0.01% +11 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: 107 shares; 2023Q2: 107 shares; 2023Q3: 107 shares; 2023Q4: 107 shares; 2024Q1: 283 shares; 2024Q2: 397 shares; 2024Q3: 361 shares; 2024Q4: 350 shares 350 $55.8K 0.01% -11 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 637 shares; 2023Q2: 644 shares; 2023Q3: 751 shares; 2023Q4: 661 shares; 2024Q1: 666 shares; 2024Q2: 674 shares; 2024Q3: 681 shares; 2024Q4: 609 shares 609 $55.7K 0.01% -72 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: 440 shares; 2023Q2: 440 shares; 2023Q3: 440 shares; 2023Q4: 440 shares; 2024Q1: 440 shares; 2024Q2: 440 shares; 2024Q3: 440 shares; 2024Q4: 440 shares 440 $53.2K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 541 shares; 2023Q2: 541 shares; 2023Q3: 541 shares; 2023Q4: 541 shares; 2024Q1: 541 shares; 2024Q2: 544 shares; 2024Q3: 544 shares; 2024Q4: 544 shares 544 $52.9K 0.01% 0 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,183 shares; 2024Q2: 1,156 shares; 2024Q3: 1,082 shares; 2024Q4: 1,027 shares 1,027 $52.6K 0.01% -55 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 553 shares; 2023Q2: 553 shares; 2023Q3: 553 shares; 2023Q4: 553 shares; 2024Q1: 553 shares; 2024Q2: 553 shares; 2024Q3: 553 shares; 2024Q4: 553 shares 553 $52K 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: 121 shares; 2023Q2: 121 shares; 2023Q3: 121 shares; 2023Q4: 121 shares; 2024Q1: 121 shares; 2024Q2: 121 shares; 2024Q3: 121 shares; 2024Q4: 121 shares 121 $51.3K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 535 shares; 2023Q2: 536 shares; 2023Q3: 542 shares; 2023Q4: 554 shares; 2024Q1: 558 shares; 2024Q2: 558 shares; 2024Q3: 565 shares; 2024Q4: 576 shares 576 $51.3K 0.01% +11 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 416 shares; 2023Q2: 417 shares; 2023Q3: 417 shares; 2023Q4: 418 shares; 2024Q1: 418 shares; 2024Q2: 418 shares; 2024Q3: 418 shares; 2024Q4: 418 shares 418 $51.3K 0.01% 0 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $50K 0.01% 0 Timeline VMBS 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 572 shares; 2024Q1: 971 shares; 2024Q2: 1,347 shares; 2024Q3: 1,806 shares; 2024Q4: 1,089 shares 1,089 $49.4K 0.01% -717 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 136 shares; 2023Q2: 136 shares; 2023Q3: 136 shares; 2023Q4: 136 shares; 2024Q1: 136 shares; 2024Q2: 136 shares; 2024Q3: 136 shares; 2024Q4: 136 shares 136 $48.8K 0.01% 0 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: 928 shares; 2023Q2: 928 shares; 2023Q3: 928 shares; 2023Q4: 928 shares; 2024Q1: 928 shares; 2024Q2: 928 shares; 2024Q3: 928 shares; 2024Q4: 1,856 shares 1,856 $48K 0.01% +928 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 404 shares; 2023Q2: 409 shares; 2023Q3: 414 shares; 2023Q4: 419 shares; 2024Q1: 423 shares; 2024Q2: 423 shares; 2024Q3: 423 shares; 2024Q4: 423 shares 423 $47.4K 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: 4,395 shares; 2023Q2: 4,427 shares; 2023Q3: 3,422 shares; 2023Q4: 3,887 shares; 2024Q1: 2,577 shares; 2024Q2: 2,603 shares; 2024Q3: 823 shares; 2024Q4: 885 shares 885 $47.3K 0.01% +62 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 749 shares; 2023Q2: 750 shares; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares 750 $46.9K 0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 282 shares; 2024Q2: 694 shares; 2024Q3: 814 shares; 2024Q4: 839 shares 839 $46.5K 0.01% +25 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: 919 shares; 2023Q2: 815 shares; 2023Q3: 815 shares; 2023Q4: 789 shares; 2024Q1: 789 shares; 2024Q2: 789 shares; 2024Q3: 849 shares; 2024Q4: 773 shares 773 $46.2K 0.01% -76 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 809 shares; 2023Q2: 809 shares; 2023Q3: 809 shares; 2023Q4: 809 shares; 2024Q1: 809 shares; 2024Q2: 809 shares; 2024Q3: 809 shares; 2024Q4: 809 shares 809 $45.9K 0.01% 0 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: 1,179 shares; 2023Q2: 1,180 shares; 2023Q3: 1,181 shares; 2023Q4: 1,182 shares; 2024Q1: 860 shares; 2024Q2: 860 shares; 2024Q3: 860 shares; 2024Q4: 859 shares 859 $45.8K 0.01% -1 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 332 shares; 2024Q1: 590 shares; 2024Q2: 819 shares; 2024Q3: 1,012 shares; 2024Q4: 666 shares 666 $45.6K 0.01% -346 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 202 shares; 2024Q4: 202 shares 202 $45.3K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 240 shares; 2023Q2: 241 shares; 2023Q3: 241 shares; 2023Q4: 241 shares; 2024Q1: 241 shares; 2024Q2: 241 shares; 2024Q3: 241 shares; 2024Q4: 241 shares 241 $45.1K 0.01% 0 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares 1,500 $44K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 364 shares; 2023Q2: 364 shares; 2023Q3: 364 shares; 2023Q4: 364 shares; 2024Q1: 364 shares; 2024Q2: 364 shares; 2024Q3: 364 shares; 2024Q4: 559 shares 559 $43.3K 0.01% +195 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,850 shares; 2023Q2: 4,850 shares; 2023Q3: 4,850 shares; 2023Q4: 4,850 shares; 2024Q1: 4,850 shares; 2024Q2: 4,850 shares; 2024Q3: 4,850 shares; 2024Q4: 4,850 shares 4,850 $42.8K 0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 610 shares; 2023Q2: 610 shares; 2023Q3: 610 shares; 2023Q4: 610 shares; 2024Q1: 610 shares; 2024Q2: 610 shares; 2024Q3: 610 shares; 2024Q4: 610 shares 610 $42.7K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 131 shares; 2024Q3: 130 shares; 2024Q4: 129 shares 129 $42.4K 0.01% -1 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 738 shares; 2023Q2: 738 shares; 2023Q3: 738 shares; 2023Q4: 738 shares; 2024Q1: 738 shares; 2024Q2: 738 shares; 2024Q3: 738 shares; 2024Q4: 738 shares 738 $42.3K 0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 420 shares; 2023Q2: 380 shares; 2023Q3: 380 shares; 2023Q4: 380 shares; 2024Q1: 380 shares; 2024Q2: 380 shares; 2024Q3: 380 shares; 2024Q4: 380 shares 380 $42K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,170 shares; 2023Q2: 1,170 shares; 2023Q3: 1,170 shares; 2023Q4: 1,392 shares; 2024Q1: 1,035 shares; 2024Q2: 984 shares; 2024Q3: 984 shares; 2024Q4: 984 shares 984 $41.8K 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: not reported; 2023Q2: 783 shares; 2023Q3: 783 shares; 2023Q4: 805 shares; 2024Q1: 805 shares; 2024Q2: 824 shares; 2024Q3: 824 shares; 2024Q4: 844 shares 844 $41.2K 0.01% +20 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 87 shares; 2023Q2: 87 shares; 2023Q3: 87 shares; 2023Q4: 87 shares; 2024Q1: 87 shares; 2024Q2: 87 shares; 2024Q3: 87 shares; 2024Q4: 87 shares 87 $41.2K 0.01% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $40.9K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 259 shares; 2023Q2: 192 shares; 2023Q3: 192 shares; 2023Q4: 192 shares; 2024Q1: 192 shares; 2024Q2: 192 shares; 2024Q3: 192 shares; 2024Q4: 192 shares 192 $40.8K 0.01% 0 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,652 shares; 2023Q2: 4,652 shares; 2023Q3: 4,652 shares; 2023Q4: 4,652 shares; 2024Q1: 2,782 shares; 2024Q2: 2,782 shares; 2024Q3: 2,782 shares; 2024Q4: 2,782 shares 2,782 $40.6K 0.01% 0 Timeline RDVY 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 676 shares 676 $40K 0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 335 shares; 2023Q2: 335 shares; 2023Q3: 335 shares; 2023Q4: 335 shares; 2024Q1: 335 shares; 2024Q2: 335 shares; 2024Q3: 335 shares; 2024Q4: 335 shares 335 $39.6K 0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 525 shares; 2023Q2: 525 shares; 2023Q3: 525 shares; 2023Q4: 525 shares; 2024Q1: 525 shares; 2024Q2: 525 shares; 2024Q3: 525 shares; 2024Q4: 525 shares 525 $39.4K 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,015 shares; 2023Q2: 1,760 shares; 2023Q3: 1,406 shares; 2023Q4: 2,046 shares; 2024Q1: 1,406 shares; 2024Q2: 1,250 shares; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares 1,250 $39.3K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 481 shares; 2023Q2: 483 shares; 2023Q3: 485 shares; 2023Q4: 488 shares; 2024Q1: 491 shares; 2024Q2: 493 shares; 2024Q3: 495 shares; 2024Q4: 497 shares 497 $39.2K 0.01% +2 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $38.9K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 329 shares; 2023Q2: 329 shares; 2023Q3: 229 shares; 2023Q4: 229 shares; 2024Q1: 229 shares; 2024Q2: 229 shares; 2024Q3: 229 shares; 2024Q4: 229 shares 229 $38.8K 0.01% 0 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: 216 shares; 2023Q2: 217 shares; 2023Q3: 217 shares; 2023Q4: 217 shares; 2024Q1: 218 shares; 2024Q2: 218 shares; 2024Q3: 218 shares; 2024Q4: 218 shares 218 $38.7K 0.01% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,767 shares; 2023Q2: 1,410 shares; 2023Q3: 1,410 shares; 2023Q4: 372 shares; 2024Q1: 553 shares; 2024Q2: 375 shares; 2024Q3: 344 shares; 2024Q4: 349 shares 349 $38.1K 0.01% +5 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 100 shares; 2023Q2: 101 shares; 2023Q3: 102 shares; 2023Q4: 102 shares; 2024Q1: 102 shares; 2024Q2: 103 shares; 2024Q3: 103 shares; 2024Q4: 103 shares 103 $38.1K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 40 shares; 2024Q4: 40 shares 40 $37.8K 0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 78 shares; 2023Q2: 78 shares; 2023Q3: 78 shares; 2023Q4: 78 shares; 2024Q1: 78 shares; 2024Q2: 78 shares; 2024Q3: 78 shares; 2024Q4: 78 shares 78 $37.8K 0.01% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 185 shares; 2024Q4: 185 shares 185 $37.6K 0.01% 0 Timeline FDL 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: 926 shares; 2023Q2: 926 shares; 2023Q3: 926 shares; 2023Q4: 926 shares; 2024Q1: 926 shares; 2024Q2: 926 shares; 2024Q3: 926 shares; 2024Q4: 926 shares 926 $37.3K 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: 1,568 shares; 2023Q2: 1,607 shares; 2023Q3: 1,646 shares; 2023Q4: 1,685 shares; 2024Q1: 1,722 shares; 2024Q2: 1,722 shares; 2024Q3: 2,472 shares; 2024Q4: 1,863 shares 1,863 $36.5K 0.01% -609 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,626 shares; 2023Q2: 1,637 shares; 2023Q3: 1,667 shares; 2023Q4: 1,692 shares; 2024Q1: 1,362 shares; 2024Q2: 1,371 shares; 2024Q3: 833 shares; 2024Q4: 847 shares 847 $35.4K 0.01% +14 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 549 shares; 2024Q2: 554 shares; 2024Q3: 554 shares; 2024Q4: 558 shares 558 $35.4K 0.01% +4 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 18,551 shares; 2023Q2: 18,551 shares; 2023Q3: 18,551 shares; 2023Q4: 2,061 shares; 2024Q1: 1,273 shares; 2024Q2: 1,273 shares; 2024Q3: 1,273 shares; 2024Q4: 1,273 shares 1,273 $34.9K 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: 1,068 shares; 2023Q2: 1,068 shares; 2023Q3: 1,068 shares; 2023Q4: 1,068 shares; 2024Q1: 1,068 shares; 2024Q2: 1,068 shares; 2024Q3: 1,068 shares; 2024Q4: 1,068 shares 1,068 $34.8K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 182 shares; 2023Q2: 183 shares; 2023Q3: 183 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $34.8K 0.01% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares 800 $34.8K 0.01% 0 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: 257 shares; 2023Q2: 257 shares; 2023Q3: 257 shares; 2023Q4: 257 shares; 2024Q1: 257 shares; 2024Q2: 257 shares; 2024Q3: 330 shares; 2024Q4: 257 shares 257 $33.9K 0.01% -73 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: 204 shares; 2023Q2: 174 shares; 2023Q3: 174 shares; 2023Q4: 174 shares; 2024Q1: 174 shares; 2024Q2: 174 shares; 2024Q3: 174 shares; 2024Q4: 174 shares 174 $33.6K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 76 shares; 2023Q2: 76 shares; 2023Q3: 76 shares; 2023Q4: 76 shares; 2024Q1: 76 shares; 2024Q2: 76 shares; 2024Q3: 76 shares; 2024Q4: 100 shares 100 $33.4K 0.01% +24 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: 52 shares; 2023Q2: 52 shares; 2023Q3: 52 shares; 2023Q4: 52 shares; 2024Q1: 37 shares; 2024Q2: 37 shares; 2024Q3: 37 shares; 2024Q4: 37 shares 37 $33K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,686 shares; 2023Q2: 1,686 shares; 2023Q3: 1,686 shares; 2023Q4: 2,751 shares; 2024Q1: 1,059 shares; 2024Q2: 1,059 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $32.5K 0.01% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 147 shares; 2023Q2: 147 shares; 2023Q3: 147 shares; 2023Q4: 147 shares; 2024Q1: 147 shares; 2024Q2: 147 shares; 2024Q3: 147 shares; 2024Q4: 147 shares 147 $31.4K 0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 87 shares; 2023Q2: 87 shares; 2023Q3: 87 shares; 2023Q4: 82 shares; 2024Q1: 82 shares; 2024Q2: 82 shares; 2024Q3: 82 shares; 2024Q4: 82 shares 82 $31.4K 0.01% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 325 shares; 2023Q2: 325 shares; 2023Q3: 325 shares; 2023Q4: 325 shares; 2024Q1: 325 shares; 2024Q2: 325 shares; 2024Q3: 325 shares; 2024Q4: 325 shares 325 $31.3K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,009 shares; 2023Q2: 1,009 shares; 2023Q3: 1,009 shares; 2023Q4: 509 shares; 2024Q1: 509 shares; 2024Q2: 509 shares; 2024Q3: 509 shares; 2024Q4: 509 shares 509 $31.1K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 302 shares; 2024Q1: 302 shares; 2024Q2: 302 shares; 2024Q3: 302 shares; 2024Q4: 302 shares 302 $30.8K 0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 473 shares; 2024Q3: 308 shares; 2024Q4: 308 shares 308 $30.7K 0.01% 0 Timeline DBEM DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,462 shares; 2023Q2: 1,476 shares; 2023Q3: 1,476 shares; 2023Q4: 1,280 shares; 2024Q1: 1,280 shares; 2024Q2: 1,288 shares; 2024Q3: 1,214 shares; 2024Q4: 1,231 shares 1,231 $30.6K 0.01% +17 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 316 shares; 2023Q2: 316 shares; 2023Q3: 316 shares; 2023Q4: 316 shares; 2024Q1: 316 shares; 2024Q2: 316 shares; 2024Q3: 316 shares; 2024Q4: 316 shares 316 $30.4K 0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 357 shares; 2023Q2: 357 shares; 2023Q3: 357 shares; 2023Q4: 357 shares; 2024Q1: 357 shares; 2024Q2: 357 shares; 2024Q3: 357 shares; 2024Q4: 357 shares 357 $30.3K 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: 109 shares; 2023Q2: 109 shares; 2023Q3: 109 shares; 2023Q4: 109 shares; 2024Q1: 109 shares; 2024Q2: 109 shares; 2024Q3: 109 shares; 2024Q4: 109 shares 109 $30.1K 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: 79 shares; 2023Q2: 79 shares; 2023Q3: 79 shares; 2023Q4: 79 shares; 2024Q1: 79 shares; 2024Q2: 79 shares; 2024Q3: 79 shares; 2024Q4: 351 shares 351 $30K 0.01% +272 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,200 shares; 2023Q4: 2,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares 1,200 $29.6K 0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 769 shares; 2023Q2: 769 shares; 2023Q3: 743 shares; 2023Q4: 743 shares; 2024Q1: 850 shares; 2024Q2: 1,353 shares; 2024Q3: 1,032 shares; 2024Q4: 229 shares 229 $29.5K 0.01% -803 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 119 shares; 2023Q2: 120 shares; 2023Q3: 121 shares; 2023Q4: 122 shares; 2024Q1: 122 shares; 2024Q2: 123 shares; 2024Q3: 124 shares; 2024Q4: 124 shares 124 $29.2K 0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 399 shares; 2023Q2: 399 shares; 2023Q3: 399 shares; 2023Q4: 399 shares; 2024Q1: 399 shares; 2024Q2: 399 shares; 2024Q3: 399 shares; 2024Q4: 399 shares 399 $29.1K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 118 shares; 2023Q2: 118 shares; 2023Q3: 118 shares; 2023Q4: 118 shares; 2024Q1: 118 shares; 2024Q2: 118 shares; 2024Q3: 118 shares; 2024Q4: 118 shares 118 $29.1K 0.01% 0 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 673 shares; 2024Q1: 673 shares; 2024Q2: 673 shares; 2024Q3: 673 shares; 2024Q4: 673 shares 673 $29K 0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 528 shares; 2023Q2: 247 shares; 2023Q3: 274 shares; 2023Q4: 274 shares; 2024Q1: 277 shares; 2024Q2: 1,060 shares; 2024Q3: 247 shares; 2024Q4: 247 shares 247 $28.3K 0.01% 0 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 27 shares; 2024Q4: 27 shares 27 $27.9K 0.01% 0 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,610 shares; 2023Q2: 5,657 shares; 2023Q3: 5,703 shares; 2023Q4: 5,751 shares; 2024Q1: 2,057 shares; 2024Q2: 2,102 shares; 2024Q3: 2,143 shares; 2024Q4: 2,184 shares 2,184 $27.8K 0.01% +41 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 994 shares; 2023Q2: 994 shares; 2023Q3: 994 shares; 2023Q4: 994 shares; 2024Q1: 994 shares; 2024Q2: 994 shares; 2024Q3: 994 shares; 2024Q4: 994 shares 994 $27.6K 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 100 shares 100 $27.5K 0.01% new Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,792 shares; 2023Q2: 4,364 shares; 2023Q3: 2,251 shares; 2023Q4: 4,364 shares; 2024Q1: 2,251 shares; 2024Q2: 2,251 shares; 2024Q3: 2,251 shares; 2024Q4: 2,251 shares 2,251 $27.3K 0.01% 0 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 495 shares; 2023Q2: 495 shares; 2023Q3: 495 shares; 2023Q4: 495 shares; 2024Q1: 495 shares; 2024Q2: 495 shares; 2024Q3: 575 shares; 2024Q4: 495 shares 495 $27K 0.01% -80 SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares 350 $26.8K 0.01% 0 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares 800 $26.6K 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: 116 shares; 2023Q2: 116 shares; 2023Q3: 116 shares; 2023Q4: 116 shares; 2024Q1: 116 shares; 2024Q2: 116 shares; 2024Q3: 116 shares; 2024Q4: 116 shares 116 $26.5K 0.01% 0 Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 1,000 shares 1,000 $26.5K 0.01% +400 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 169 shares; 2023Q2: 171 shares; 2023Q3: 172 shares; 2023Q4: 173 shares; 2024Q1: 174 shares; 2024Q2: 174 shares; 2024Q3: 174 shares; 2024Q4: 175 shares 175 $26.4K <0.01% +1 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 625 shares; 2023Q3: 625 shares; 2023Q4: 625 shares; 2024Q1: 625 shares; 2024Q2: 625 shares; 2024Q3: 625 shares; 2024Q4: 625 shares 625 $25.9K <0.01% 0 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 275 shares; 2023Q2: 275 shares; 2023Q3: 275 shares; 2023Q4: 275 shares; 2024Q1: 275 shares; 2024Q2: 275 shares; 2024Q3: 275 shares; 2024Q4: 275 shares 275 $25.7K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 34 shares; 2023Q2: 35 shares; 2023Q3: 33 shares; 2023Q4: 33 shares; 2024Q1: 33 shares; 2024Q2: 33 shares; 2024Q3: 33 shares; 2024Q4: 37 shares 37 $25.6K <0.01% +4 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 586 shares; 2024Q2: 362 shares; 2024Q3: 363 shares; 2024Q4: 364 shares 364 $24.4K <0.01% +1 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 420 shares; 2024Q4: 420 shares 420 $23.7K <0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $23.5K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 106 shares; 2024Q4: 106 shares 106 $23.5K <0.01% 0 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 298 shares; 2024Q2: 285 shares; 2024Q3: 430 shares; 2024Q4: 442 shares 442 $23K <0.01% +12 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 59 shares; 2023Q2: 59 shares; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 59 shares; 2024Q2: 59 shares; 2024Q3: 59 shares; 2024Q4: 59 shares 59 $22.8K <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: 747 shares; 2023Q2: 748 shares; 2023Q3: 749 shares; 2023Q4: 749 shares; 2024Q1: 750 shares; 2024Q2: 396 shares; 2024Q3: 396 shares; 2024Q4: 396 shares 396 $22.6K <0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 364 shares; 2023Q2: 364 shares; 2023Q3: 364 shares; 2023Q4: 364 shares; 2024Q1: 364 shares; 2024Q2: 728 shares; 2024Q3: 728 shares; 2024Q4: 728 shares 728 $22.5K <0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 130 shares; 2023Q2: 164 shares; 2023Q3: 164 shares; 2023Q4: 164 shares; 2024Q1: 164 shares; 2024Q2: 164 shares; 2024Q3: 164 shares; 2024Q4: 164 shares 164 $22.4K <0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 339 shares; 2023Q2: 340 shares; 2023Q3: 594 shares; 2023Q4: 388 shares; 2024Q1: 388 shares; 2024Q2: 388 shares; 2024Q3: 388 shares; 2024Q4: 388 shares 388 $22.3K <0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 331 shares; 2023Q2: 331 shares; 2023Q3: 331 shares; 2023Q4: 331 shares; 2024Q1: 331 shares; 2024Q2: 331 shares; 2024Q3: 331 shares; 2024Q4: 331 shares 331 $22.1K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 75 shares; 2023Q2: 76 shares; 2023Q3: 76 shares; 2023Q4: 76 shares; 2024Q1: 76 shares; 2024Q2: 76 shares; 2024Q3: 77 shares; 2024Q4: 77 shares 77 $22K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 643 shares; 2023Q2: 643 shares; 2023Q3: 643 shares; 2023Q4: 643 shares; 2024Q1: 643 shares; 2024Q2: 634 shares; 2024Q3: 634 shares; 2024Q4: 634 shares 634 $21.9K <0.01% 0 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $21.9K <0.01% 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: 96 shares; 2023Q2: 96 shares; 2023Q3: 96 shares; 2023Q4: 96 shares; 2024Q1: 96 shares; 2024Q2: 96 shares; 2024Q3: 590 shares; 2024Q4: 594 shares 594 $21.8K <0.01% +4 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: 375 shares; 2023Q2: 240 shares; 2023Q3: 240 shares; 2023Q4: 90 shares; 2024Q1: 90 shares; 2024Q2: 90 shares; 2024Q3: 161 shares; 2024Q4: 90 shares 90 $21.8K <0.01% -71 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 589 shares; 2023Q2: 566 shares; 2023Q3: 567 shares; 2023Q4: 409 shares; 2024Q1: 398 shares; 2024Q2: 235 shares; 2024Q3: 235 shares; 2024Q4: 235 shares 235 $21.8K <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: 445 shares; 2023Q2: 306 shares; 2023Q3: 306 shares; 2023Q4: 243 shares; 2024Q1: 243 shares; 2024Q2: 243 shares; 2024Q3: 289 shares; 2024Q4: 282 shares 282 $21.4K <0.01% -7 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,900 shares; 2023Q2: 1,900 shares; 2023Q3: 1,900 shares; 2023Q4: 1,900 shares; 2024Q1: 1,900 shares; 2024Q2: 1,900 shares; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares 1,900 $20.9K <0.01% 0 Timeline GRX GABELLI HEALTHCARE & WELLNES More: the full row for GABELLI HEALTHCARE & WELLNES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,843 shares; 2023Q2: 4,736 shares; 2023Q3: 2,874 shares; 2023Q4: 2,646 shares; 2024Q1: 2,385 shares; 2024Q2: 2,417 shares; 2024Q3: 2,446 shares; 2024Q4: 2,166 shares 2,166 $20.9K <0.01% -280 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 102 shares; 2023Q2: 103 shares; 2023Q3: 103 shares; 2023Q4: 104 shares; 2024Q1: 104 shares; 2024Q2: 105 shares; 2024Q3: 186 shares; 2024Q4: 105 shares 105 $20.8K <0.01% -81 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $20.6K <0.01% 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: 153 shares; 2023Q2: 153 shares; 2023Q3: 153 shares; 2023Q4: 154 shares; 2024Q1: 154 shares; 2024Q2: 154 shares; 2024Q3: 152 shares; 2024Q4: 152 shares 152 $20.6K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,215 shares; 2023Q2: 330 shares; 2023Q3: 275 shares; 2023Q4: 440 shares; 2024Q1: 275 shares; 2024Q2: 275 shares; 2024Q3: 275 shares; 2024Q4: 275 shares 275 $20.4K <0.01% 0 Timeline KBE 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: 712 shares; 2023Q2: 715 shares; 2023Q3: 719 shares; 2023Q4: 715 shares; 2024Q1: 360 shares; 2024Q2: 362 shares; 2024Q3: 364 shares; 2024Q4: 367 shares 367 $20.3K <0.01% +3 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 390 shares; 2024Q3: 306 shares; 2024Q4: 306 shares 306 $20.2K <0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 380 shares; 2023Q2: 380 shares; 2023Q3: 382 shares; 2023Q4: 383 shares; 2024Q1: 385 shares; 2024Q2: 386 shares; 2024Q3: 388 shares; 2024Q4: 390 shares 390 $20K <0.01% +2 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 166 shares; 2023Q2: 166 shares; 2023Q3: 166 shares; 2023Q4: 166 shares; 2024Q1: 160 shares; 2024Q2: 160 shares; 2024Q3: 160 shares; 2024Q4: 160 shares 160 $20K <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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 786 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $19.9K <0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 130 shares; 2024Q4: 262 shares 262 $19.9K <0.01% +132 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 122 shares; 2023Q2: 122 shares; 2023Q3: 122 shares; 2023Q4: 122 shares; 2024Q1: 122 shares; 2024Q2: 122 shares; 2024Q3: 122 shares; 2024Q4: 122 shares 122 $19.8K <0.01% 0 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 252 shares; 2024Q4: 255 shares 255 $19.7K <0.01% +3 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 148 shares; 2023Q2: 148 shares; 2023Q3: 148 shares; 2023Q4: 148 shares; 2024Q1: 148 shares; 2024Q2: 148 shares; 2024Q3: 148 shares; 2024Q4: 148 shares 148 $19.6K <0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 536 shares; 2023Q2: 537 shares; 2023Q3: 537 shares; 2023Q4: 337 shares; 2024Q1: 338 shares; 2024Q2: 338 shares; 2024Q3: 339 shares; 2024Q4: 340 shares 340 $19.5K <0.01% +1 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 643 shares; 2023Q2: 643 shares; 2023Q3: 643 shares; 2023Q4: 643 shares; 2024Q1: 643 shares; 2024Q2: 643 shares; 2024Q3: 643 shares; 2024Q4: 643 shares 643 $19.2K <0.01% 0 Timeline VIPER ENERGY INC VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 435 shares; 2024Q1: 487 shares; 2024Q2: 495 shares; 2024Q3: 495 shares; 2024Q4: 383 shares 383 $18.8K <0.01% -112 RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 47 shares; 2023Q2: 47 shares; 2023Q3: 47 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 47 shares; 2024Q3: 47 shares; 2024Q4: 47 shares 47 $18.5K <0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 28 shares; 2023Q2: 28 shares; 2023Q3: 56 shares; 2023Q4: 56 shares; 2024Q1: 56 shares; 2024Q2: 56 shares; 2024Q3: 202 shares; 2024Q4: 203 shares 203 $17.8K <0.01% +1 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 144 shares; 2023Q2: 144 shares; 2023Q3: 144 shares; 2023Q4: 144 shares; 2024Q1: 144 shares; 2024Q2: 144 shares; 2024Q3: 144 shares; 2024Q4: 144 shares 144 $17.7K <0.01% 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: 1,027 shares; 2023Q2: 508 shares; 2023Q3: 508 shares; 2023Q4: 516 shares; 2024Q1: 516 shares; 2024Q2: 516 shares; 2024Q3: 516 shares; 2024Q4: 522 shares 522 $17.7K <0.01% +6 Timeline SNSR 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: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $17.4K <0.01% 0 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: 104 shares; 2023Q2: 77 shares; 2023Q3: 77 shares; 2023Q4: 77 shares; 2024Q1: 77 shares; 2024Q2: 77 shares; 2024Q3: 77 shares; 2024Q4: 77 shares 77 $17.4K <0.01% 0 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 653 shares; 2023Q2: 670 shares; 2023Q3: 685 shares; 2023Q4: 699 shares; 2024Q1: 718 shares; 2024Q2: 731 shares; 2024Q3: 731 shares; 2024Q4: 731 shares 731 $17.3K <0.01% 0 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,024 shares; 2024Q2: 1,052 shares; 2024Q3: 1,052 shares; 2024Q4: 1,562 shares 1,562 $17.3K <0.01% +510 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 336 shares; 2023Q2: 341 shares; 2023Q3: 346 shares; 2023Q4: 351 shares; 2024Q1: 356 shares; 2024Q2: 361 shares; 2024Q3: 365 shares; 2024Q4: 369 shares 369 $17.2K <0.01% +4 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 240 shares; 2023Q2: 240 shares; 2023Q3: 240 shares; 2023Q4: 240 shares; 2024Q1: 240 shares; 2024Q2: 240 shares; 2024Q3: 240 shares; 2024Q4: 240 shares 240 $17.2K <0.01% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 234 shares; 2023Q2: 234 shares; 2023Q3: 234 shares; 2023Q4: 234 shares; 2024Q1: 234 shares; 2024Q2: 234 shares; 2024Q3: 234 shares; 2024Q4: 234 shares 234 $16.9K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 0 shares; 2023Q4: not reported; 2024Q1: 222 shares; 2024Q2: 220 shares; 2024Q3: 170 shares; 2024Q4: 192 shares 192 $16.8K <0.01% +22 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 0 shares; 2023Q2: not reported; 2023Q3: 0 shares; 2023Q4: not reported; 2024Q1: 100 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 197 shares 197 $16.6K <0.01% new Timeline SITIO ROYALTIES CORP SITIO ROYALTIES CORP More: the full row for SITIO ROYALTIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 218 shares; 2023Q2: 244 shares; 2023Q3: 477 shares; 2023Q4: 479 shares; 2024Q1: 667 shares; 2024Q2: 684 shares; 2024Q3: 686 shares; 2024Q4: 852 shares 852 $16.3K <0.01% +166 ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 116 shares; 2024Q4: 117 shares 117 $16.3K <0.01% +1 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 46 shares; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: 46 shares; 2024Q3: 46 shares; 2024Q4: 46 shares 46 $16.2K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 212 shares; 2023Q2: 212 shares; 2023Q3: 212 shares; 2023Q4: 212 shares; 2024Q1: 212 shares; 2024Q2: 212 shares; 2024Q3: 212 shares; 2024Q4: 212 shares 212 $16.2K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 406 shares; 2023Q2: 409 shares; 2023Q3: 412 shares; 2023Q4: 291 shares; 2024Q1: 294 shares; 2024Q2: 297 shares; 2024Q3: 300 shares; 2024Q4: 303 shares 303 $16.1K <0.01% +3 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,864 shares; 2023Q4: 3,373 shares; 2024Q1: 3,373 shares; 2024Q2: 3,373 shares; 2024Q3: 3,373 shares; 2024Q4: 1,446 shares 1,446 $16K <0.01% -1,927 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 60 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: 300 shares 300 $15.9K <0.01% +240 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 217 shares; 2023Q2: 912 shares; 2023Q3: 912 shares; 2023Q4: 912 shares; 2024Q1: 912 shares; 2024Q2: 565 shares; 2024Q3: 565 shares; 2024Q4: 565 shares 565 $15.9K <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 984 shares; 2023Q2: 194 shares; 2023Q3: 194 shares; 2023Q4: 197 shares; 2024Q1: 198 shares; 2024Q2: 199 shares; 2024Q3: 167 shares; 2024Q4: 169 shares 169 $15.7K <0.01% +2 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 932 shares; 2023Q2: 932 shares; 2023Q3: 932 shares; 2023Q4: 932 shares; 2024Q1: 932 shares; 2024Q2: 932 shares; 2024Q3: 932 shares; 2024Q4: 732 shares 732 $15.6K <0.01% -200 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 563 shares; 2024Q2: 458 shares; 2024Q3: 458 shares; 2024Q4: 458 shares 458 $15.5K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,292 shares; 2023Q2: 2,629 shares; 2023Q3: 1,904 shares; 2023Q4: 1,913 shares; 2024Q1: 1,899 shares; 2024Q2: 1,908 shares; 2024Q3: 1,565 shares; 2024Q4: 1,232 shares 1,232 $15.3K <0.01% -333 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 77 shares; 2024Q4: 77 shares 77 $15.3K <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: 613 shares; 2023Q2: 613 shares; 2023Q3: 614 shares; 2023Q4: 555 shares; 2024Q1: 555 shares; 2024Q2: 303 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $15.2K <0.01% 0 Timeline PHO 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 229 shares 229 $15.1K <0.01% new 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: 2,365 shares; 2023Q2: 2,365 shares; 2023Q3: 2,365 shares; 2023Q4: 1,920 shares; 2024Q1: 1,253 shares; 2024Q2: 1,253 shares; 2024Q3: 1,253 shares; 2024Q4: 809 shares 809 $14.8K <0.01% -444 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 262 shares; 2023Q2: 163 shares; 2023Q3: 163 shares; 2023Q4: 163 shares; 2024Q1: 163 shares; 2024Q2: 163 shares; 2024Q3: 163 shares; 2024Q4: 163 shares 163 $14.8K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 163 shares; 2023Q2: 163 shares; 2023Q3: 163 shares; 2023Q4: 163 shares; 2024Q1: 163 shares; 2024Q2: 163 shares; 2024Q3: 163 shares; 2024Q4: 163 shares 163 $14.5K <0.01% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 189 shares; 2023Q2: 189 shares; 2023Q3: 189 shares; 2023Q4: 189 shares; 2024Q1: 189 shares; 2024Q2: 189 shares; 2024Q3: 316 shares; 2024Q4: 189 shares 189 $14.5K <0.01% -127 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 164 shares; 2023Q2: 164 shares; 2023Q3: 165 shares; 2023Q4: 165 shares; 2024Q1: 61 shares; 2024Q2: 61 shares; 2024Q3: 61 shares; 2024Q4: 61 shares 61 $14.3K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 176 shares; 2024Q4: 178 shares 178 $14.2K <0.01% +2 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 62 shares; 2023Q2: 62 shares; 2023Q3: 62 shares; 2023Q4: 62 shares; 2024Q1: 62 shares; 2024Q2: 62 shares; 2024Q3: 62 shares; 2024Q4: 62 shares 62 $14K <0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 194 shares 194 $14K <0.01% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares; 2024Q4: 32 shares 32 $13.9K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 527 shares; 2023Q2: 527 shares; 2023Q3: 527 shares; 2023Q4: 527 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 188 shares; 2024Q4: 188 shares 188 $13.6K <0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 135 shares; 2024Q3: 129 shares; 2024Q4: 129 shares 129 $13.6K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 202 shares; 2024Q4: 203 shares 203 $13.6K <0.01% +1 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 120 shares; 2023Q2: 120 shares; 2023Q3: 120 shares; 2023Q4: 120 shares; 2024Q1: 120 shares; 2024Q2: 120 shares; 2024Q3: 120 shares; 2024Q4: 120 shares 120 $13.5K <0.01% 0 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares; 2024Q4: 32 shares 32 $13.5K <0.01% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 153 shares 153 $13.4K <0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 71 shares; 2023Q2: 71 shares; 2023Q3: 71 shares; 2023Q4: 71 shares; 2024Q1: 71 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares 70 $13.3K <0.01% 0 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 287 shares 287 $13.2K <0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 153 shares; 2023Q2: 153 shares; 2023Q3: 153 shares; 2023Q4: 153 shares; 2024Q1: 153 shares; 2024Q2: 153 shares; 2024Q3: 153 shares; 2024Q4: 153 shares 153 $13.2K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 259 shares; 2023Q2: 100 shares; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares 70 $13.1K <0.01% 0 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 96 shares; 2023Q2: 96 shares; 2023Q3: 96 shares; 2023Q4: 96 shares; 2024Q1: 96 shares; 2024Q2: 96 shares; 2024Q3: 96 shares; 2024Q4: 96 shares 96 $13K <0.01% 0 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: 404 shares; 2023Q2: 79 shares; 2023Q3: 125 shares; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: 73 shares; 2024Q3: 73 shares; 2024Q4: 73 shares 73 $12.6K <0.01% 0 XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 186 shares; 2024Q4: 186 shares 186 $12.6K <0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 137 shares; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 42 shares 42 $12.5K <0.01% 0 Timeline HYLS 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 300 shares 300 $12.4K <0.01% new Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 142 shares; 2023Q2: 142 shares; 2023Q3: 142 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 142 shares 142 $12.3K <0.01% new Timeline FTGS 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 389 shares 389 $12.2K <0.01% new Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 670 shares; 2023Q2: 670 shares; 2023Q3: 670 shares; 2023Q4: 670 shares; 2024Q1: 670 shares; 2024Q2: 670 shares; 2024Q3: 670 shares; 2024Q4: 670 shares 670 $12.1K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $12.1K <0.01% 0 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $12K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 86 shares; 2023Q4: 86 shares; 2024Q1: 86 shares; 2024Q2: 86 shares; 2024Q3: 122 shares; 2024Q4: 86 shares 86 $12K <0.01% -36 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: 156 shares; 2023Q2: 156 shares; 2023Q3: 156 shares; 2023Q4: 156 shares; 2024Q1: 156 shares; 2024Q2: 156 shares; 2024Q3: 156 shares; 2024Q4: 156 shares 156 $12K <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: 257 shares; 2023Q2: 155 shares; 2023Q3: 155 shares; 2023Q4: 155 shares; 2024Q1: 161 shares; 2024Q2: 145 shares; 2024Q3: 153 shares; 2024Q4: 153 shares 153 $12K <0.01% 0 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 567 shares; 2024Q4: 573 shares 573 $11.8K <0.01% +6 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 321 shares; 2023Q2: 325 shares; 2023Q3: 328 shares; 2023Q4: 332 shares; 2024Q1: 335 shares; 2024Q2: 338 shares; 2024Q3: 342 shares; 2024Q4: 344 shares 344 $11.8K <0.01% +2 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,416 shares; 2023Q2: 1,416 shares; 2023Q3: 1,416 shares; 2023Q4: 1,416 shares; 2024Q1: 1,416 shares; 2024Q2: 1,416 shares; 2024Q3: 1,416 shares; 2024Q4: 1,416 shares 1,416 $11.7K <0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 35 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 35 shares 35 $11.6K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 302 shares; 2024Q4: 305 shares 305 $11.5K <0.01% +3 Timeline LCTU 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: 2,932 shares; 2023Q2: 2,932 shares; 2023Q3: 4,708 shares; 2023Q4: 4,708 shares; 2024Q1: 5,757 shares; 2024Q2: 5,757 shares; 2024Q3: 4,780 shares; 2024Q4: 178 shares 178 $11.4K <0.01% -4,602 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 271 shares; 2023Q2: 271 shares; 2023Q3: 271 shares; 2023Q4: 271 shares; 2024Q1: 271 shares; 2024Q2: 271 shares; 2024Q3: 271 shares; 2024Q4: 271 shares 271 $11.3K <0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 196 shares; 2023Q2: 196 shares; 2023Q3: 196 shares; 2023Q4: 196 shares; 2024Q1: 196 shares; 2024Q2: 196 shares; 2024Q3: 196 shares; 2024Q4: 196 shares 196 $11.3K <0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 249 shares; 2023Q2: 249 shares; 2023Q3: 249 shares; 2023Q4: 249 shares; 2024Q1: 249 shares; 2024Q2: 249 shares; 2024Q3: 249 shares; 2024Q4: 249 shares 249 $11.3K <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 21 shares; 2023Q2: 21 shares; 2023Q3: 21 shares; 2023Q4: 21 shares; 2024Q1: 21 shares; 2024Q2: 21 shares; 2024Q3: 21 shares; 2024Q4: 21 shares 21 $11.2K <0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 54 shares; 2023Q2: 54 shares; 2023Q3: 54 shares; 2023Q4: 54 shares; 2024Q1: 54 shares; 2024Q2: 54 shares; 2024Q3: 54 shares; 2024Q4: 54 shares 54 $11.1K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 106 shares; 2023Q2: 106 shares; 2023Q3: 106 shares; 2023Q4: 106 shares; 2024Q1: 106 shares; 2024Q2: 106 shares; 2024Q3: 106 shares; 2024Q4: 106 shares 106 $11.1K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 261 shares; 2023Q2: 264 shares; 2023Q3: 265 shares; 2023Q4: 415 shares; 2024Q1: 267 shares; 2024Q2: 271 shares; 2024Q3: 273 shares; 2024Q4: 359 shares 359 $11K <0.01% +86 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: 17,003 shares; 2023Q2: 9,516 shares; 2023Q3: 12,026 shares; 2023Q4: 8,854 shares; 2024Q1: 3,514 shares; 2024Q2: 1,741 shares; 2024Q3: 788 shares; 2024Q4: 109 shares 109 $11K <0.01% -679 Timeline FTEC 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: 59 shares; 2023Q2: 59 shares; 2023Q3: 59 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 59 shares 59 $10.9K <0.01% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 176 shares; 2023Q2: 176 shares; 2023Q3: 176 shares; 2023Q4: 176 shares; 2024Q1: 176 shares; 2024Q2: 176 shares; 2024Q3: 176 shares; 2024Q4: 176 shares 176 $10.8K <0.01% 0 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares 250 $10.8K <0.01% 0 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 109 shares; 2024Q4: 115 shares 115 $10.5K <0.01% +6 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,808 shares; 2023Q2: 4,808 shares; 2023Q3: 4,572 shares; 2023Q4: 4,572 shares; 2024Q1: 4,852 shares; 2024Q2: 4,852 shares; 2024Q3: 4,798 shares; 2024Q4: 210 shares 210 $10.4K <0.01% -4,588 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $10.4K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 46 shares; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: 46 shares; 2024Q3: 46 shares; 2024Q4: 46 shares 46 $10.3K <0.01% 0 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $10.3K <0.01% 0 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 955 shares; 2023Q2: 955 shares; 2023Q3: 955 shares; 2023Q4: 955 shares; 2024Q1: 955 shares; 2024Q2: 955 shares; 2024Q3: 955 shares; 2024Q4: 955 shares 955 $10.3K <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: 1,240 shares; 2023Q2: 18 shares; 2023Q3: 18 shares; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares; 2024Q4: 18 shares 18 $10.3K <0.01% 0 Timeline PWB 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $10.2K <0.01% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 34 shares; 2023Q2: 34 shares; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 34 shares; 2024Q3: 34 shares; 2024Q4: 34 shares 34 $10.2K <0.01% 0 Timeline