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; 2022Q3: restricted; 2022Q4: restricted; 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 2,308,627 $62.4M 12.64% +27,769 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; 2022Q3: restricted; 2022Q4: restricted; 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 1,054,886 $39.7M 8.04% +14,531 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; 2022Q3: restricted; 2022Q4: restricted; 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 1,535,654 $35.5M 7.19% -38,740 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 264,224 shares; 2023Q2: 281,661 shares; 2023Q3: 308,564 shares; 2023Q4: 300,535 shares; 2024Q1: 346,248 shares; 2024Q2: 353,840 shares 353,840 $28.8M 5.83% +7,592 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 367,734 shares; 2023Q2: 372,109 shares; 2023Q3: 355,378 shares; 2023Q4: 346,519 shares; 2024Q1: 437,305 shares; 2024Q2: 443,217 shares 443,217 $28.4M 5.75% +5,912 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 914,768 shares; 2023Q2: 972,583 shares; 2023Q3: 701,272 shares; 2023Q4: 690,200 shares; 2024Q1: 731,624 shares; 2024Q2: 736,799 shares 736,799 $25.4M 5.15% +5,175 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 791,805 shares; 2023Q2: 630,239 shares; 2023Q3: 829,523 shares; 2023Q4: 834,658 shares; 2024Q1: 956,239 shares; 2024Q2: 971,826 shares 971,826 $20M 4.05% +15,587 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 555,846 shares; 2023Q4: 562,715 shares; 2024Q1: 646,910 shares; 2024Q2: 654,344 shares 654,344 $19.9M 4.02% +7,434 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,760 shares; 2023Q2: 9,526 shares; 2023Q3: 77,008 shares; 2023Q4: 79,155 shares; 2024Q1: 118,237 shares; 2024Q2: 118,767 shares 118,767 $19.5M 3.95% +530 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 60,450 shares; 2023Q2: 60,195 shares; 2023Q3: 55,898 shares; 2023Q4: 54,939 shares; 2024Q1: 55,070 shares; 2024Q2: 55,215 shares 55,215 $11.6M 2.36% +145 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 168,108 shares; 2024Q2: 177,767 shares 177,767 $10.4M 2.11% +9,659 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 125,913 shares; 2023Q4: 125,416 shares; 2024Q1: 125,388 shares; 2024Q2: 128,785 shares 128,785 $9.28M 1.88% +3,397 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 158,297 shares; 2023Q2: 207,084 shares; 2023Q3: 177,958 shares; 2023Q4: 184,343 shares; 2024Q1: 228,785 shares; 2024Q2: 231,277 shares 231,277 $8.71M 1.76% +2,492 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,575 shares; 2023Q2: 16,117 shares; 2023Q3: 15,126 shares; 2023Q4: 15,402 shares; 2024Q1: 15,565 shares; 2024Q2: 15,659 shares 15,659 $7M 1.42% +94 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,645 shares; 2023Q2: 20,339 shares; 2023Q3: 19,837 shares; 2023Q4: 17,370 shares; 2024Q1: 17,044 shares; 2024Q2: 16,928 shares 16,928 $5.83M 1.18% -116 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,135 shares; 2023Q2: 5,359 shares; 2023Q3: 18,238 shares; 2023Q4: 19,723 shares; 2024Q1: 68,098 shares; 2024Q2: 70,486 shares 70,486 $4.77M 0.97% +2,388 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 28,197 shares; 2023Q2: 27,707 shares; 2023Q3: 24,039 shares; 2023Q4: 24,627 shares; 2024Q1: 25,814 shares; 2024Q2: 25,714 shares 25,714 $4.68M 0.95% -100 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,106 shares; 2023Q2: 20,747 shares; 2023Q3: 20,551 shares; 2023Q4: 21,148 shares; 2024Q1: 21,682 shares; 2024Q2: 21,674 shares 21,674 $4.38M 0.89% -8 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,414 shares; 2023Q2: 3,648 shares; 2023Q3: 3,198 shares; 2023Q4: 3,122 shares; 2024Q1: 2,597 shares; 2024Q2: 2,659 shares 2,659 $4.27M 0.86% +62 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 502 shares; 2023Q2: 632 shares; 2023Q3: 731 shares; 2023Q4: 18,095 shares; 2024Q1: 19,919 shares; 2024Q2: 19,975 shares 19,975 $4M 0.81% +56 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,969 shares; 2023Q2: 17,854 shares; 2023Q3: 18,452 shares; 2023Q4: 18,842 shares; 2024Q1: 19,145 shares; 2024Q2: 19,093 shares 19,093 $3.97M 0.8% -52 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 49,815 shares; 2023Q2: 52,162 shares; 2023Q3: 49,259 shares; 2023Q4: 48,857 shares; 2024Q1: 49,875 shares; 2024Q2: 49,860 shares 49,860 $3.87M 0.78% -15 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,625 shares; 2023Q2: 13,835 shares; 2023Q3: 12,971 shares; 2023Q4: 13,386 shares; 2024Q1: 13,938 shares; 2024Q2: 14,072 shares 14,072 $3.69M 0.75% +134 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35,169 shares; 2023Q2: 32,644 shares; 2023Q3: 63,216 shares; 2023Q4: 64,129 shares; 2024Q1: 67,173 shares; 2024Q2: 67,265 shares 67,265 $3.64M 0.74% +92 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,583 shares; 2023Q2: 5,769 shares; 2023Q3: 5,615 shares; 2023Q4: 5,745 shares; 2024Q1: 6,116 shares; 2024Q2: 6,193 shares 6,193 $3.49M 0.71% +77 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,607 shares; 2023Q2: 5,569 shares; 2023Q3: 5,783 shares; 2023Q4: 5,922 shares; 2024Q1: 6,543 shares; 2024Q2: 6,674 shares 6,674 $3.4M 0.69% +131 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,975 shares; 2023Q2: 17,498 shares; 2023Q3: 15,201 shares; 2023Q4: 15,629 shares; 2024Q1: 16,766 shares; 2024Q2: 16,968 shares 16,968 $3.34M 0.68% +202 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,555 shares; 2023Q2: 6,678 shares; 2023Q3: 5,378 shares; 2023Q4: 5,400 shares; 2024Q1: 5,758 shares; 2024Q2: 5,989 shares 5,989 $3.33M 0.67% +231 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,396 shares; 2023Q2: 12,452 shares; 2023Q3: 15,565 shares; 2023Q4: 15,807 shares; 2024Q1: 16,713 shares; 2024Q2: 16,840 shares 16,840 $3.27M 0.66% +127 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,596 shares; 2023Q2: 4,757 shares; 2023Q3: 5,153 shares; 2023Q4: 5,280 shares; 2024Q1: 5,565 shares; 2024Q2: 5,690 shares 5,690 $3.09M 0.63% +125 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,158 shares; 2023Q2: 8,109 shares; 2023Q3: 6,747 shares; 2023Q4: 6,873 shares; 2024Q1: 6,903 shares; 2024Q2: 6,383 shares 6,383 $3.06M 0.62% -520 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 34,790 shares; 2023Q3: 36,271 shares; 2023Q4: 48,061 shares; 2024Q1: 59,232 shares; 2024Q2: 62,256 shares 62,256 $3M 0.61% +3,024 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 149 shares; 2023Q2: 65 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 34,152 shares; 2024Q2: 34,320 shares 34,320 $2.95M 0.6% +168 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 93,030 shares; 2023Q2: 80,670 shares; 2023Q3: 73,874 shares; 2023Q4: 73,117 shares; 2024Q1: 61,364 shares; 2024Q2: 52,713 shares 52,713 $2.31M 0.47% -8,651 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 28,464 shares; 2023Q2: 48,506 shares; 2023Q3: 46,338 shares; 2023Q4: 36,750 shares; 2024Q1: 39,952 shares; 2024Q2: 48,518 shares 48,518 $2.27M 0.46% +8,566 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 32,204 shares; 2023Q2: 31,498 shares; 2023Q3: 31,498 shares; 2023Q4: 28,915 shares; 2024Q1: 28,918 shares; 2024Q2: 26,647 shares 26,647 $2.24M 0.45% -2,271 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,693 shares; 2023Q2: 5,520 shares; 2023Q3: 5,980 shares; 2023Q4: 7,195 shares; 2024Q1: 7,769 shares; 2024Q2: 7,887 shares 7,887 $2.11M 0.43% +118 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,895 shares; 2023Q2: 1,636 shares; 2023Q3: 1,453 shares; 2023Q4: 1,550 shares; 2024Q1: 1,640 shares; 2024Q2: 16,430 shares 16,430 $2.03M 0.41% +14,790 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,545 shares; 2023Q2: 2,647 shares; 2023Q3: 2,647 shares; 2023Q4: 2,573 shares; 2024Q1: 3,040 shares; 2024Q2: 3,118 shares 3,118 $1.71M 0.35% +78 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 37,908 shares; 2023Q2: 33,843 shares; 2023Q3: 32,900 shares; 2023Q4: 32,893 shares; 2024Q1: 32,465 shares; 2024Q2: 42,102 shares 42,102 $1.67M 0.34% +9,637 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 43,690 shares; 2023Q2: 43,690 shares; 2023Q3: 42,065 shares; 2023Q4: 43,365 shares; 2024Q1: 41,230 shares; 2024Q2: 41,230 shares 41,230 $1.66M 0.34% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,469 shares; 2023Q2: 31,339 shares; 2023Q3: 31,339 shares; 2023Q4: 29,972 shares; 2024Q1: 29,972 shares; 2024Q2: 32,359 shares 32,359 $1.54M 0.31% +2,387 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,529 shares; 2023Q2: 6,710 shares; 2023Q3: 6,710 shares; 2023Q4: 3,907 shares; 2024Q1: 3,707 shares; 2024Q2: 3,724 shares 3,724 $1.46M 0.3% +17 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 825 shares; 2023Q2: 826 shares; 2023Q3: 801 shares; 2023Q4: 3,334 shares; 2024Q1: 3,540 shares; 2024Q2: 3,801 shares 3,801 $1.42M 0.29% +261 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,987 shares; 2023Q2: 11,992 shares; 2023Q3: 11,454 shares; 2023Q4: 10,509 shares; 2024Q1: 10,511 shares; 2024Q2: 10,512 shares 10,512 $1.27M 0.26% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 32,292 shares; 2023Q2: 32,292 shares; 2023Q3: 30,792 shares; 2023Q4: 33,292 shares; 2024Q1: 33,292 shares; 2024Q2: 33,292 shares 33,292 $1.21M 0.24% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,449 shares; 2023Q2: 10,033 shares; 2023Q3: 10,829 shares; 2023Q4: 11,452 shares; 2024Q1: 11,226 shares; 2024Q2: 9,922 shares 9,922 $1.18M 0.24% -1,304 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 40,178 shares; 2023Q2: 40,097 shares; 2023Q3: 39,973 shares; 2023Q4: 37,941 shares; 2024Q1: 17,512 shares; 2024Q2: 18,322 shares 18,322 $1.17M 0.24% +810 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 34,591 shares; 2023Q2: 35,699 shares; 2023Q3: 30,899 shares; 2023Q4: 14,747 shares; 2024Q1: 14,672 shares; 2024Q2: 11,311 shares 11,311 $1.14M 0.23% -3,361 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,012 shares; 2023Q2: 4,660 shares; 2023Q3: 8,875 shares; 2023Q4: 32,208 shares; 2024Q1: 20,463 shares; 2024Q2: 22,457 shares 22,457 $1.11M 0.22% +1,994 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,251 shares; 2023Q2: 2,162 shares; 2023Q3: 2,142 shares; 2023Q4: 2,081 shares; 2024Q1: 2,142 shares; 2024Q2: 1,964 shares 1,964 $1.07M 0.22% -178 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 43,224 shares; 2023Q2: 53,149 shares; 2023Q3: 53,261 shares; 2023Q4: 53,428 shares; 2024Q1: 53,552 shares; 2024Q2: 53,664 shares 53,664 $1.05M 0.21% +112 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,007 shares; 2023Q2: 28,368 shares; 2023Q3: 28,368 shares; 2023Q4: 27,368 shares; 2024Q1: 27,368 shares; 2024Q2: 30,354 shares 30,354 $1.05M 0.21% +2,986 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,280 shares; 2023Q2: 1,387 shares; 2023Q3: 1,450 shares; 2023Q4: 1,426 shares; 2024Q1: 1,187 shares; 2024Q2: 1,189 shares 1,189 $1.01M 0.2% +2 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,552 shares; 2023Q2: 4,455 shares; 2023Q3: 4,455 shares; 2023Q4: 4,342 shares; 2024Q1: 4,345 shares; 2024Q2: 4,917 shares 4,917 $998K 0.2% +572 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 484 shares; 2023Q2: 488 shares; 2023Q3: 491 shares; 2023Q4: 5,132 shares; 2024Q1: 5,538 shares; 2024Q2: 6,096 shares 6,096 $978K 0.2% +558 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,863 shares; 2023Q2: 3,293 shares; 2023Q3: 3,392 shares; 2023Q4: 3,397 shares; 2024Q1: 3,577 shares; 2024Q2: 4,933 shares 4,933 $953K 0.19% +1,356 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,978 shares; 2023Q2: 14,978 shares; 2023Q3: 14,978 shares; 2023Q4: 17,728 shares; 2024Q1: 20,771 shares; 2024Q2: 20,771 shares 20,771 $942K 0.19% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,118 shares; 2023Q2: 6,133 shares; 2023Q3: 6,179 shares; 2023Q4: 6,576 shares; 2024Q1: 6,411 shares; 2024Q2: 6,214 shares 6,214 $908K 0.18% -197 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,423 shares; 2023Q2: 19,423 shares; 2023Q3: 24,539 shares; 2023Q4: 24,289 shares; 2024Q1: 24,289 shares; 2024Q2: 23,555 shares 23,555 $883K 0.18% -734 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,961 shares; 2023Q2: 2,161 shares; 2023Q3: 2,045 shares; 2023Q4: 2,068 shares; 2024Q1: 2,135 shares; 2024Q2: 2,142 shares 2,142 $871K 0.18% +7 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,425 shares; 2023Q2: 6,682 shares; 2023Q3: 6,297 shares; 2023Q4: 2,851 shares; 2024Q1: 3,862 shares; 2024Q2: 7,317 shares 7,317 $842K 0.17% +3,455 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35,415 shares; 2023Q2: 35,415 shares; 2023Q3: 35,415 shares; 2023Q4: 36,741 shares; 2024Q1: 36,741 shares; 2024Q2: 21,243 shares 21,243 $813K 0.16% -15,498 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,835 shares; 2023Q2: 4,717 shares; 2023Q3: 4,754 shares; 2023Q4: 4,854 shares; 2024Q1: 4,717 shares; 2024Q2: 4,651 shares 4,651 $804K 0.16% -66 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,691 shares; 2023Q2: 10,170 shares; 2023Q3: 11,449 shares; 2023Q4: 11,812 shares; 2024Q1: 12,816 shares; 2024Q2: 13,198 shares 13,198 $796K 0.16% +382 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,076 shares; 2023Q2: 1,035 shares; 2023Q3: 1,005 shares; 2023Q4: 750 shares; 2024Q1: 667 shares; 2024Q2: 627 shares 627 $750K 0.15% -40 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,033 shares; 2023Q2: 4,128 shares; 2023Q3: 4,301 shares; 2023Q4: 4,410 shares; 2024Q1: 4,439 shares; 2024Q2: 4,445 shares 4,445 $733K 0.15% +6 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,643 shares; 2023Q2: 3,656 shares; 2023Q3: 3,668 shares; 2023Q4: 3,681 shares; 2024Q1: 3,692 shares; 2024Q2: 3,692 shares 3,692 $728K 0.15% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,489 shares; 2023Q2: 24,563 shares; 2023Q3: 24,563 shares; 2023Q4: 19,486 shares; 2024Q1: 19,486 shares; 2024Q2: 14,409 shares 14,409 $725K 0.15% -5,077 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,434 shares; 2024Q2: 13,757 shares 13,757 $707K 0.14% +6,323 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,926 shares; 2023Q2: 5,654 shares; 2023Q3: 5,661 shares; 2023Q4: 5,801 shares; 2024Q1: 5,676 shares; 2024Q2: 5,682 shares 5,682 $703K 0.14% +6 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,703 shares; 2023Q2: 11,703 shares; 2023Q3: 11,703 shares; 2023Q4: 18,283 shares; 2024Q1: 18,283 shares; 2024Q2: 18,283 shares 18,283 $686K 0.14% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 313,067 shares; 2023Q2: 313,067 shares; 2023Q3: 313,067 shares; 2023Q4: 313,067 shares; 2024Q1: 313,067 shares; 2024Q2: 467,048 shares 467,048 $673K 0.14% +153,981 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 51,197 shares; 2023Q2: 44,939 shares; 2023Q3: 44,945 shares; 2023Q4: 47,279 shares; 2024Q1: 44,963 shares; 2024Q2: 44,992 shares 44,992 $655K 0.13% +29 Timeline 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,598 shares; 2023Q2: 15,598 shares; 2023Q3: 15,598 shares; 2023Q4: 15,598 shares; 2024Q1: 15,598 shares; 2024Q2: 15,598 shares 15,598 $647K 0.13% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,611 shares; 2023Q2: 11,611 shares; 2023Q3: 14,111 shares; 2023Q4: 14,111 shares; 2024Q1: 14,111 shares; 2024Q2: 16,400 shares 16,400 $637K 0.13% +2,289 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,637 shares; 2023Q2: 5,637 shares; 2023Q3: 5,637 shares; 2023Q4: 5,637 shares; 2024Q1: 5,637 shares; 2024Q2: 5,637 shares 5,637 $613K 0.12% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,083 shares; 2023Q2: 16,035 shares; 2023Q3: 16,571 shares; 2023Q4: 15,219 shares; 2024Q1: 12,528 shares; 2024Q2: 13,739 shares 13,739 $567K 0.11% +1,211 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,621 shares; 2023Q2: 2,621 shares; 2023Q3: 2,621 shares; 2023Q4: 2,621 shares; 2024Q1: 2,621 shares; 2024Q2: 2,621 shares 2,621 $533K 0.11% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,303 shares; 2023Q2: 3,326 shares; 2023Q3: 2,744 shares; 2023Q4: 3,030 shares; 2024Q1: 2,958 shares; 2024Q2: 2,967 shares 2,967 $509K 0.1% +9 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,578 shares; 2023Q2: 4,808 shares; 2023Q3: 5,801 shares; 2023Q4: 16,051 shares; 2024Q1: 8,790 shares; 2024Q2: 8,947 shares 8,947 $507K 0.1% +157 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,276 shares; 2023Q2: 22,348 shares; 2023Q3: 21,087 shares; 2023Q4: 19,164 shares; 2024Q1: 16,306 shares; 2024Q2: 26,300 shares 26,300 $503K 0.1% +9,994 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,770 shares; 2023Q2: 5,076 shares; 2023Q3: 5,082 shares; 2023Q4: 2,708 shares; 2024Q1: 2,713 shares; 2024Q2: 2,713 shares 2,713 $495K 0.1% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 28,280 shares; 2023Q2: 28,313 shares; 2023Q3: 28,349 shares; 2023Q4: 19,357 shares; 2024Q1: 19,390 shares; 2024Q2: 19,390 shares 19,390 $494K 0.1% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4 shares; 2023Q2: 5 shares; 2023Q3: 4,397 shares; 2023Q4: 4,220 shares; 2024Q1: 5,047 shares; 2024Q2: 5,470 shares 5,470 $484K 0.1% +423 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,001 shares 2,001 $483K 0.1% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,808 shares; 2023Q2: 2,808 shares; 2023Q3: 4,337 shares; 2023Q4: 10,097 shares; 2024Q1: 10,097 shares; 2024Q2: 9,850 shares 9,850 $483K 0.1% -247 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 954 shares; 2024Q2: 954 shares 954 $483K 0.1% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,082 shares; 2023Q2: 6,064 shares; 2023Q3: 6,239 shares; 2023Q4: 6,293 shares; 2024Q1: 6,293 shares; 2024Q2: 6,305 shares 6,305 $471K 0.1% +12 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,543 shares; 2023Q2: 1,543 shares; 2023Q3: 1,543 shares; 2023Q4: 1,543 shares; 2024Q1: 1,543 shares; 2024Q2: 1,293 shares 1,293 $471K 0.1% -250 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,113 shares; 2023Q2: 3,117 shares; 2023Q3: 3,121 shares; 2023Q4: 1,699 shares; 2024Q1: 1,703 shares; 2024Q2: 2,988 shares 2,988 $467K 0.09% +1,285 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 393 shares; 2023Q2: 394 shares; 2023Q3: 395 shares; 2023Q4: 1,940 shares; 2024Q1: 2,106 shares; 2024Q2: 2,136 shares 2,136 $466K 0.09% +30 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,524 shares; 2023Q2: 2,349 shares; 2023Q3: 2,349 shares; 2023Q4: 2,324 shares; 2024Q1: 2,324 shares; 2024Q2: 2,326 shares 2,326 $460K 0.09% +2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,595 shares; 2023Q2: 6,595 shares; 2023Q3: 6,595 shares; 2023Q4: 6,595 shares; 2024Q1: 12,934 shares; 2024Q2: 12,934 shares 12,934 $454K 0.09% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,400 shares; 2023Q2: 2,400 shares; 2023Q3: 2,400 shares; 2023Q4: 5,575 shares; 2024Q1: 13,011 shares; 2024Q2: 13,011 shares 13,011 $454K 0.09% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,366 shares; 2023Q2: 3,372 shares; 2023Q3: 3,327 shares; 2023Q4: 3,077 shares; 2024Q1: 2,981 shares; 2024Q2: 2,985 shares 2,985 $442K 0.09% +4 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,039 shares; 2023Q2: 4,534 shares; 2023Q3: 4,551 shares; 2023Q4: 4,571 shares; 2024Q1: 4,583 shares; 2024Q2: 4,583 shares 4,583 $441K 0.09% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 41,834 shares; 2023Q2: 49,916 shares; 2023Q3: 32,432 shares; 2023Q4: 8,636 shares; 2024Q1: 8,636 shares; 2024Q2: 8,636 shares 8,636 $436K 0.09% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,232 shares; 2023Q2: 11,232 shares; 2023Q3: 11,232 shares; 2023Q4: 11,208 shares; 2024Q1: 10,737 shares; 2024Q2: 10,737 shares 10,737 $432K 0.09% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,127 shares; 2023Q2: 2,195 shares; 2023Q3: 2,359 shares; 2023Q4: 2,420 shares; 2024Q1: 2,548 shares; 2024Q2: 2,550 shares 2,550 $421K 0.09% +2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,420 shares; 2023Q2: 9,420 shares; 2023Q3: 7,920 shares; 2023Q4: 6,295 shares; 2024Q1: 10,688 shares; 2024Q2: 10,688 shares 10,688 $405K 0.08% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 10,203 shares; 2023Q3: 10,203 shares; 2023Q4: 10,445 shares; 2024Q1: 10,445 shares; 2024Q2: 10,445 shares 10,445 $366K 0.07% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,204 shares; 2023Q2: 1,068 shares; 2023Q3: 1,223 shares; 2023Q4: 1,216 shares; 2024Q1: 6,553 shares; 2024Q2: 6,185 shares 6,185 $362K 0.07% -368 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 300 shares; 2023Q3: 8,350 shares; 2023Q4: 8,350 shares; 2024Q1: 8,350 shares; 2024Q2: 8,350 shares 8,350 $349K 0.07% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 493 shares; 2024Q1: 847 shares; 2024Q2: 1,754 shares 1,754 $346K 0.07% +907 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,932 shares; 2023Q2: 2,932 shares; 2023Q3: 4,708 shares; 2023Q4: 4,708 shares; 2024Q1: 5,757 shares; 2024Q2: 5,757 shares 5,757 $342K 0.07% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,543 shares; 2023Q2: 1,426 shares; 2023Q3: 1,427 shares; 2023Q4: 1,427 shares; 2024Q1: 1,428 shares; 2024Q2: 1,024 shares 1,024 $341K 0.07% -404 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,317 shares; 2023Q2: 3,317 shares; 2023Q3: 3,317 shares; 2023Q4: 3,317 shares; 2024Q1: 3,317 shares; 2024Q2: 3,317 shares 3,317 $333K 0.07% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 533 shares; 2023Q2: 568 shares; 2023Q3: 629 shares; 2023Q4: 638 shares; 2024Q1: 693 shares; 2024Q2: 694 shares 694 $324K 0.07% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 861 shares; 2023Q2: 801 shares; 2023Q3: 1,238 shares; 2023Q4: 1,323 shares; 2024Q1: 1,464 shares; 2024Q2: 1,469 shares 1,469 $324K 0.07% +5 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 560 shares; 2023Q2: 560 shares; 2023Q3: 560 shares; 2023Q4: 560 shares; 2024Q1: 560 shares; 2024Q2: 560 shares 560 $323K 0.07% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,875 shares; 2023Q4: 5,875 shares; 2024Q1: 5,875 shares; 2024Q2: 11,677 shares 11,677 $323K 0.07% +5,802 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 308 shares; 2023Q2: 1,260 shares; 2023Q3: 1,262 shares; 2023Q4: 1,264 shares; 2024Q1: 1,266 shares; 2024Q2: 1,348 shares 1,348 $305K 0.06% +82 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,539 shares; 2023Q2: 1,540 shares; 2023Q3: 1,540 shares; 2023Q4: 1,542 shares; 2024Q1: 1,542 shares; 2024Q2: 1,542 shares 1,542 $301K 0.06% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,158 shares; 2023Q2: 18,163 shares; 2023Q3: 16,118 shares; 2023Q4: 8,499 shares; 2024Q1: 8,497 shares; 2024Q2: 3,581 shares 3,581 $292K 0.06% -4,916 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,127 shares; 2023Q2: 2,275 shares; 2023Q3: 3,443 shares; 2023Q4: 3,454 shares; 2024Q1: 4,027 shares; 2024Q2: 4,187 shares 4,187 $287K 0.06% +160 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 915 shares; 2023Q2: 1,325 shares; 2023Q3: 1,654 shares; 2023Q4: 1,783 shares; 2024Q1: 1,921 shares; 2024Q2: 1,921 shares 1,921 $286K 0.06% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,261 shares; 2023Q2: 1,294 shares; 2023Q3: 1,304 shares; 2023Q4: 1,305 shares; 2024Q1: 1,526 shares; 2024Q2: 1,550 shares 1,550 $282K 0.06% +24 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,091 shares; 2023Q2: 2,273 shares; 2023Q3: 2,306 shares; 2023Q4: 2,310 shares; 2024Q1: 2,710 shares; 2024Q2: 2,595 shares 2,595 $277K 0.06% -115 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,961 shares; 2023Q3: 3,981 shares; 2023Q4: 4,002 shares; 2024Q1: 4,019 shares; 2024Q2: 4,019 shares 4,019 $269K 0.05% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,122 shares; 2023Q2: 2,217 shares; 2023Q3: 1,624 shares; 2023Q4: 250 shares; 2024Q1: not reported; 2024Q2: 2,446 shares 2,446 $261K 0.05% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 7,550 shares; 2023Q4: 7,550 shares; 2024Q1: 7,083 shares; 2024Q2: 7,083 shares 7,083 $259K 0.05% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,432 shares; 2023Q2: 1,492 shares; 2023Q3: 1,474 shares; 2023Q4: 1,364 shares; 2024Q1: 1,364 shares; 2024Q2: 1,365 shares 1,365 $250K 0.05% +1 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,976 shares; 2023Q2: 3,018 shares; 2023Q3: 3,034 shares; 2023Q4: 3,063 shares; 2024Q1: 3,063 shares; 2024Q2: 3,099 shares 3,099 $243K 0.05% +36 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,450 shares; 2023Q2: 7,954 shares; 2023Q3: 6,711 shares; 2023Q4: 6,631 shares; 2024Q1: 6,631 shares; 2024Q2: 6,631 shares 6,631 $242K 0.05% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,209 shares; 2023Q2: 2,209 shares; 2023Q3: 2,111 shares; 2023Q4: 2,111 shares; 2024Q1: 2,307 shares; 2024Q2: 2,307 shares 2,307 $240K 0.05% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 426 shares; 2023Q2: 427 shares; 2023Q3: 488 shares; 2023Q4: 505 shares; 2024Q1: 534 shares; 2024Q2: 534 shares 534 $238K 0.05% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,973 shares; 2023Q2: 1,727 shares; 2023Q3: 1,727 shares; 2023Q4: 1,793 shares; 2024Q1: 1,727 shares; 2024Q2: 1,190 shares 1,190 $237K 0.05% -537 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,519 shares; 2023Q2: 2,427 shares; 2023Q3: 2,443 shares; 2023Q4: 2,382 shares; 2024Q1: 2,224 shares; 2024Q2: 2,240 shares 2,240 $227K 0.05% +16 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,808 shares; 2023Q2: 4,808 shares; 2023Q3: 4,572 shares; 2023Q4: 4,572 shares; 2024Q1: 4,852 shares; 2024Q2: 4,852 shares 4,852 $226K 0.05% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,656 shares; 2023Q2: 1,657 shares; 2023Q3: 1,575 shares; 2023Q4: 1,576 shares; 2024Q1: 1,577 shares; 2024Q2: 1,578 shares 1,578 $223K 0.05% +1 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,378 shares; 2023Q2: 1,357 shares; 2023Q3: 1,366 shares; 2023Q4: 1,374 shares; 2024Q1: 1,381 shares; 2024Q2: 1,386 shares 1,386 $221K 0.04% +5 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,612 shares; 2023Q2: 8,696 shares; 2023Q3: 7,995 shares; 2023Q4: 7,648 shares; 2024Q1: 3,014 shares; 2024Q2: 3,014 shares 3,014 $219K 0.04% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,180 shares; 2023Q2: 5,508 shares; 2023Q3: 5,520 shares; 2023Q4: 7,182 shares; 2024Q1: 5,572 shares; 2024Q2: 5,547 shares 5,547 $215K 0.04% -25 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 634 shares; 2023Q2: 1,566 shares; 2023Q3: 1,566 shares; 2023Q4: 1,578 shares; 2024Q1: 1,581 shares; 2024Q2: 1,411 shares 1,411 $215K 0.04% -170 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 206 shares; 2023Q2: 206 shares; 2023Q3: 206 shares; 2023Q4: 206 shares; 2024Q1: 201 shares; 2024Q2: 201 shares 201 $212K 0.04% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,159 shares; 2023Q2: 7,211 shares; 2023Q3: 7,211 shares; 2023Q4: 7,127 shares; 2024Q1: 7,043 shares; 2024Q2: 6,844 shares 6,844 $212K 0.04% -199 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,237 shares; 2023Q2: 6,237 shares; 2023Q3: 6,237 shares; 2023Q4: 6,237 shares; 2024Q1: 6,237 shares; 2024Q2: 6,237 shares 6,237 $211K 0.04% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,093 shares; 2023Q2: 2,298 shares; 2023Q3: 2,706 shares; 2023Q4: 2,912 shares; 2024Q1: 2,954 shares; 2024Q2: 2,970 shares 2,970 $210K 0.04% +16 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,463 shares; 2023Q2: 1,544 shares; 2023Q3: 1,597 shares; 2023Q4: 1,599 shares; 2024Q1: 1,716 shares; 2024Q2: 1,751 shares 1,751 $208K 0.04% +35 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,193 shares; 2023Q2: 12,193 shares; 2023Q3: 6,524 shares; 2023Q4: 6,524 shares; 2024Q1: 9,104 shares; 2024Q2: 9,104 shares 9,104 $207K 0.04% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 175 shares; 2023Q2: 237 shares; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 509 shares; 2024Q2: 410 shares 410 $207K 0.04% -99 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,782 shares; 2023Q2: 1,740 shares; 2023Q3: 1,740 shares; 2023Q4: 1,740 shares; 2024Q1: 1,740 shares; 2024Q2: 1,740 shares 1,740 $205K 0.04% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,509 shares; 2023Q2: 1,513 shares; 2023Q3: 1,516 shares; 2023Q4: 1,473 shares; 2024Q1: 1,476 shares; 2024Q2: 1,480 shares 1,480 $205K 0.04% +4 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,062 shares; 2023Q2: 1,062 shares; 2023Q3: 862 shares; 2023Q4: 862 shares; 2024Q1: 862 shares; 2024Q2: 862 shares 862 $204K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 910 shares; 2023Q2: 910 shares; 2023Q3: 910 shares; 2023Q4: 810 shares; 2024Q1: 810 shares; 2024Q2: 810 shares 810 $202K 0.04% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 220 shares; 2023Q2: 356 shares; 2023Q3: 399 shares; 2023Q4: 428 shares; 2024Q1: 220 shares; 2024Q2: 220 shares 220 $199K 0.04% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,490 shares; 2023Q2: 1,823 shares; 2023Q3: 1,381 shares; 2023Q4: 1,633 shares; 2024Q1: 2,924 shares; 2024Q2: 3,268 shares 3,268 $198K 0.04% +344 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 629 shares; 2023Q2: 631 shares; 2023Q3: 631 shares; 2023Q4: 636 shares; 2024Q1: 638 shares; 2024Q2: 639 shares 639 $197K 0.04% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,936 shares; 2023Q2: 2,936 shares; 2023Q3: 2,936 shares; 2023Q4: 2,936 shares; 2024Q1: 2,936 shares; 2024Q2: 2,936 shares 2,936 $189K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,570 shares; 2023Q2: 2,477 shares; 2023Q3: 2,482 shares; 2023Q4: 2,826 shares; 2024Q1: 2,436 shares; 2024Q2: 1,878 shares 1,878 $188K 0.04% -558 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,084 shares; 2023Q2: 1,084 shares; 2023Q3: 1,084 shares; 2023Q4: 1,084 shares; 2024Q1: 2,085 shares; 2024Q2: 774 shares 774 $185K 0.04% -1,311 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,524 shares; 2023Q2: 1,087 shares; 2023Q3: 1,088 shares; 2023Q4: 1,091 shares; 2024Q1: 1,092 shares; 2024Q2: 1,092 shares 1,092 $184K 0.04% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,466 shares; 2023Q2: 3,237 shares; 2023Q3: 2,477 shares; 2023Q4: 2,126 shares; 2024Q1: 2,007 shares; 2024Q2: 1,857 shares 1,857 $184K 0.04% -150 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 921 shares; 2023Q2: 4,712 shares; 2023Q3: 57 shares; 2023Q4: 6,856 shares; 2024Q1: 4,403 shares; 2024Q2: 3,888 shares 3,888 $184K 0.04% -515 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,668 shares; 2023Q2: 1,668 shares; 2023Q3: 1,668 shares; 2023Q4: 1,668 shares; 2024Q1: 1,668 shares; 2024Q2: 1,668 shares 1,668 $184K 0.04% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 1,481 shares; 2024Q1: 1,918 shares; 2024Q2: 2,371 shares 2,371 $182K 0.04% +453 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 398 shares; 2023Q2: 436 shares; 2023Q3: 489 shares; 2023Q4: 510 shares; 2024Q1: 577 shares; 2024Q2: 580 shares 580 $176K 0.04% +3 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 157 shares; 2023Q2: 192 shares; 2023Q3: 255 shares; 2023Q4: 277 shares; 2024Q1: 323 shares; 2024Q2: 324 shares 324 $176K 0.04% +1 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 119 shares; 2023Q2: 155 shares; 2023Q3: 215 shares; 2023Q4: 227 shares; 2024Q1: 250 shares; 2024Q2: 250 shares 250 $175K 0.04% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 198 shares; 2023Q2: 227 shares; 2023Q3: 275 shares; 2023Q4: 294 shares; 2024Q1: 314 shares; 2024Q2: 316 shares 316 $175K 0.04% +2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,688 shares; 2023Q2: 3,692 shares; 2023Q3: 3,730 shares; 2023Q4: 3,734 shares; 2024Q1: 3,344 shares; 2024Q2: 3,832 shares 3,832 $175K 0.04% +488 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 686 shares; 2024Q2: 686 shares 686 $174K 0.04% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,492 shares; 2023Q2: 1,552 shares; 2023Q3: 1,695 shares; 2023Q4: 1,724 shares; 2024Q1: 1,575 shares; 2024Q2: 1,575 shares 1,575 $173K 0.04% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,003 shares; 2023Q2: 9,516 shares; 2023Q3: 12,026 shares; 2023Q4: 8,854 shares; 2024Q1: 3,514 shares; 2024Q2: 1,741 shares 1,741 $173K 0.04% -1,773 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,353 shares; 2023Q2: 2,644 shares; 2023Q3: 3,545 shares; 2023Q4: 6,972 shares; 2024Q1: 3,091 shares; 2024Q2: 3,945 shares 3,945 $173K 0.03% +854 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,463 shares; 2023Q2: 2,810 shares; 2023Q3: 859 shares; 2023Q4: 864 shares; 2024Q1: 751 shares; 2024Q2: 1,458 shares 1,458 $171K 0.03% +707 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,050 shares; 2023Q4: 5,050 shares; 2024Q1: 5,050 shares; 2024Q2: 5,050 shares 5,050 $170K 0.03% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,822 shares; 2023Q2: 1,460 shares; 2023Q3: 1,379 shares; 2023Q4: 1,228 shares; 2024Q1: 1,228 shares; 2024Q2: 1,228 shares 1,228 $168K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,616 shares; 2023Q2: 1,616 shares; 2023Q3: 1,616 shares; 2023Q4: 1,616 shares; 2024Q1: 1,616 shares; 2024Q2: 1,616 shares 1,616 $168K 0.03% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,280 shares; 2023Q2: 16,417 shares; 2023Q3: 16,458 shares; 2023Q4: 16,494 shares; 2024Q1: 14,687 shares; 2024Q2: 13,367 shares 13,367 $168K 0.03% -1,320 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,755 shares; 2023Q2: 17,914 shares; 2023Q3: 15,542 shares; 2023Q4: 15,576 shares; 2024Q1: 13,533 shares; 2024Q2: 13,574 shares 13,574 $167K 0.03% +41 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 952 shares; 2023Q2: 952 shares; 2023Q3: 952 shares; 2023Q4: 952 shares; 2024Q1: 952 shares; 2024Q2: 952 shares 952 $166K 0.03% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 670 shares; 2023Q2: 673 shares; 2023Q3: 675 shares; 2023Q4: 678 shares; 2024Q1: 752 shares; 2024Q2: 680 shares 680 $165K 0.03% -72 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21 shares; 2023Q2: 21 shares; 2023Q3: 260 shares; 2023Q4: 304 shares; 2024Q1: 372 shares; 2024Q2: 373 shares 373 $164K 0.03% +1 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,438 shares; 2023Q2: 1,430 shares; 2023Q3: 1,430 shares; 2023Q4: 1,430 shares; 2024Q1: 1,430 shares; 2024Q2: 1,430 shares 1,430 $164K 0.03% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 638 shares; 2023Q2: 711 shares; 2023Q3: 1,484 shares; 2023Q4: 1,489 shares; 2024Q1: 1,774 shares; 2024Q2: 2,036 shares 2,036 $163K 0.03% +262 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 552 shares; 2023Q2: 553 shares; 2023Q3: 553 shares; 2023Q4: 553 shares; 2024Q1: 553 shares; 2024Q2: 553 shares 553 $163K 0.03% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,258 shares; 2023Q3: 3,258 shares; 2023Q4: 3,258 shares; 2024Q1: 3,258 shares; 2024Q2: 5,257 shares 5,257 $162K 0.03% +1,999 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 769 shares; 2023Q2: 769 shares; 2023Q3: 743 shares; 2023Q4: 743 shares; 2024Q1: 850 shares; 2024Q2: 1,353 shares 1,353 $161K 0.03% +503 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,904 shares; 2023Q2: 1,909 shares; 2023Q3: 1,693 shares; 2023Q4: 1,561 shares; 2024Q1: 1,565 shares; 2024Q2: 1,567 shares 1,567 $160K 0.03% +2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 992 shares; 2023Q2: 1,187 shares; 2023Q3: 1,309 shares; 2023Q4: 1,538 shares; 2024Q1: 477 shares; 2024Q2: 320 shares 320 $160K 0.03% -157 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,999 shares; 2023Q2: 4,016 shares; 2023Q3: 4,030 shares; 2023Q4: 4,044 shares; 2024Q1: 4,058 shares; 2024Q2: 4,069 shares 4,069 $159K 0.03% +11 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,300 shares; 2023Q2: 4,300 shares; 2023Q3: 4,300 shares; 2023Q4: 4,300 shares; 2024Q1: 3,500 shares; 2024Q2: 3,500 shares 3,500 $158K 0.03% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,831 shares; 2023Q2: 1,832 shares; 2023Q3: 1,762 shares; 2023Q4: 1,763 shares; 2024Q1: 1,764 shares; 2024Q2: 1,764 shares 1,764 $158K 0.03% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 779 shares; 2023Q4: 5,479 shares; 2024Q1: 5,479 shares; 2024Q2: 5,479 shares 5,479 $157K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,223 shares; 2023Q2: 2,223 shares; 2023Q3: 2,223 shares; 2023Q4: 2,223 shares; 2024Q1: 2,223 shares; 2024Q2: 2,223 shares 2,223 $156K 0.03% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,838 shares; 2023Q2: 2,045 shares; 2023Q3: 1,549 shares; 2023Q4: 2,052 shares; 2024Q1: 1,557 shares; 2024Q2: 1,558 shares 1,558 $156K 0.03% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,428 shares; 2023Q2: 2,432 shares; 2023Q3: 2,437 shares; 2023Q4: 2,442 shares; 2024Q1: 2,448 shares; 2024Q2: 2,453 shares 2,453 $155K 0.03% +5 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 397 shares; 2024Q2: 404 shares 404 $155K 0.03% +7 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,535 shares; 2023Q2: 1,537 shares; 2023Q3: 1,538 shares; 2023Q4: 1,539 shares; 2024Q1: 1,444 shares; 2024Q2: 1,444 shares 1,444 $151K 0.03% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,746 shares; 2023Q2: 6,253 shares; 2023Q3: 6,088 shares; 2023Q4: 5,987 shares; 2024Q1: 5,651 shares; 2024Q2: 5,351 shares 5,351 $150K 0.03% -300 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 316 shares; 2023Q2: 376 shares; 2023Q3: 438 shares; 2023Q4: 456 shares; 2024Q1: 496 shares; 2024Q2: 497 shares 497 $148K 0.03% +1 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 601 shares; 2023Q2: 602 shares; 2023Q3: 603 shares; 2023Q4: 576 shares; 2024Q1: 577 shares; 2024Q2: 578 shares 578 $147K 0.03% +1 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,290 shares; 2024Q2: 3,181 shares 3,181 $144K 0.03% -109 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 134 shares; 2023Q3: 229 shares; 2023Q4: 267 shares; 2024Q1: 316 shares; 2024Q2: 319 shares 319 $142K 0.03% +3 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,130 shares; 2023Q2: 4,502 shares; 2023Q3: 5,631 shares; 2023Q4: 2,241 shares; 2024Q1: 2,241 shares; 2024Q2: 2,241 shares 2,241 $142K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 541 shares; 2023Q2: 541 shares; 2023Q3: 541 shares; 2023Q4: 541 shares; 2024Q1: 541 shares; 2024Q2: 489 shares 489 $142K 0.03% -52 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,285 shares; 2023Q4: 3,285 shares; 2024Q1: 3,020 shares; 2024Q2: 3,020 shares 3,020 $141K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,383 shares; 2023Q2: 2,099 shares; 2023Q3: 1,995 shares; 2023Q4: 1,915 shares; 2024Q1: 1,923 shares; 2024Q2: 1,794 shares 1,794 $140K 0.03% -129 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1 shares; 2023Q2: 15 shares; 2023Q3: 25 shares; 2023Q4: 29 shares; 2024Q1: 35 shares; 2024Q2: 35 shares 35 $139K 0.03% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,395 shares; 2023Q2: 4,427 shares; 2023Q3: 3,422 shares; 2023Q4: 3,887 shares; 2024Q1: 2,577 shares; 2024Q2: 2,603 shares 2,603 $137K 0.03% +26 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,379 shares; 2024Q2: 1,379 shares 1,379 $137K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,526 shares; 2023Q2: 4,526 shares; 2023Q3: 4,377 shares; 2023Q4: 4,377 shares; 2024Q1: 4,377 shares; 2024Q2: 4,377 shares 4,377 $136K 0.03% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,100 shares; 2023Q2: 1,100 shares; 2023Q3: 1,100 shares; 2023Q4: 3,850 shares; 2024Q1: 3,850 shares; 2024Q2: 3,850 shares 3,850 $132K 0.03% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,100 shares; 2023Q2: 2,100 shares; 2023Q3: 3,531 shares; 2023Q4: 3,531 shares; 2024Q1: 3,531 shares; 2024Q2: 3,187 shares 3,187 $130K 0.03% -344 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,099 shares; 2024Q1: 1,881 shares; 2024Q2: 2,623 shares 2,623 $128K 0.03% +742 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,142 shares; 2023Q2: 2,144 shares; 2023Q3: 2,145 shares; 2023Q4: 2,246 shares; 2024Q1: 2,147 shares; 2024Q2: 2,150 shares 2,150 $128K 0.03% +3 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,315 shares; 2023Q2: 1,315 shares; 2023Q3: 1,315 shares; 2023Q4: 1,315 shares; 2024Q1: 1,315 shares; 2024Q2: 1,315 shares 1,315 $127K 0.03% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,892 shares; 2023Q2: 14,392 shares; 2023Q3: 20,361 shares; 2023Q4: 23,361 shares; 2024Q1: 23,361 shares; 2024Q2: 23,361 shares 23,361 $127K 0.03% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 228 shares; 2023Q2: 278 shares; 2023Q3: 339 shares; 2023Q4: 359 shares; 2024Q1: 409 shares; 2024Q2: 412 shares 412 $126K 0.03% +3 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,044 shares; 2023Q2: 1,044 shares; 2023Q3: 1,044 shares; 2023Q4: 1,044 shares; 2024Q1: 1,044 shares; 2024Q2: 1,044 shares 1,044 $126K 0.03% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,715 shares; 2023Q2: 1,717 shares; 2023Q3: 1,719 shares; 2023Q4: 322 shares; 2024Q1: 324 shares; 2024Q2: 1,726 shares 1,726 $125K 0.03% +1,402 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,050 shares; 2023Q2: 1,056 shares; 2023Q3: 1,060 shares; 2023Q4: 1,065 shares; 2024Q1: 1,069 shares; 2024Q2: 1,073 shares 1,073 $118K 0.02% +4 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,991 shares; 2023Q2: 3,999 shares; 2023Q3: 3,280 shares; 2023Q4: 3,280 shares; 2024Q1: 3,280 shares; 2024Q2: 3,280 shares 3,280 $117K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,224 shares; 2023Q2: 520 shares; 2023Q3: 259 shares; 2023Q4: 334 shares; 2024Q1: 258 shares; 2024Q2: 257 shares 257 $116K 0.02% -1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,724 shares; 2023Q2: 2,665 shares; 2023Q3: 2,473 shares; 2023Q4: 2,412 shares; 2024Q1: 2,414 shares; 2024Q2: 2,415 shares 2,415 $115K 0.02% +1 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9 shares; 2023Q2: 9 shares; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 335 shares; 2024Q2: 336 shares 336 $114K 0.02% +1 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,532 shares; 2023Q2: 1,511 shares; 2023Q3: 1,462 shares; 2023Q4: 1,464 shares; 2024Q1: 1,444 shares; 2024Q2: 1,120 shares 1,120 $112K 0.02% -324 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 464 shares; 2023Q2: 464 shares; 2023Q3: 464 shares; 2023Q4: 464 shares; 2024Q1: 464 shares; 2024Q2: 464 shares 464 $112K 0.02% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,758 shares; 2023Q2: 3,370 shares; 2023Q3: 3,370 shares; 2023Q4: 3,255 shares; 2024Q1: 2,671 shares; 2024Q2: 2,657 shares 2,657 $110K 0.02% -14 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,517 shares; 2023Q2: 1,517 shares; 2023Q3: 1,535 shares; 2023Q4: 1,535 shares; 2024Q1: 1,636 shares; 2024Q2: 1,636 shares 1,636 $110K 0.02% 0 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,778 shares; 2023Q2: 3,778 shares; 2023Q3: 3,778 shares; 2023Q4: 3,778 shares; 2024Q1: 3,778 shares; 2024Q2: 3,778 shares 3,778 $110K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,858 shares; 2023Q2: 4,858 shares; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares 2,500 $110K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,358 shares; 2023Q2: 3,358 shares; 2023Q3: 3,358 shares; 2023Q4: 3,358 shares; 2024Q1: 3,358 shares; 2024Q2: 3,358 shares 3,358 $109K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,919 shares; 2023Q2: 2,919 shares; 2023Q3: 2,919 shares; 2023Q4: 2,919 shares; 2024Q1: 2,919 shares; 2024Q2: 2,919 shares 2,919 $109K 0.02% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,000 shares; 2023Q2: 6,000 shares; 2023Q3: 6,000 shares; 2023Q4: 6,000 shares; 2024Q1: 6,000 shares; 2024Q2: 6,000 shares 6,000 $108K 0.02% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 528 shares; 2023Q2: 247 shares; 2023Q3: 274 shares; 2023Q4: 274 shares; 2024Q1: 277 shares; 2024Q2: 1,060 shares 1,060 $108K 0.02% +783 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 1,798 shares 1,798 $107K 0.02% +1,498 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $98.2K 0.02% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 803 shares; 2023Q2: 538 shares; 2023Q3: 538 shares; 2023Q4: 538 shares; 2024Q1: 538 shares; 2024Q2: 538 shares 538 $97.9K 0.02% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 436 shares; 2023Q2: 437 shares; 2023Q3: 437 shares; 2023Q4: 438 shares; 2024Q1: 908 shares; 2024Q2: 1,052 shares 1,052 $97.3K 0.02% +144 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 367 shares; 2023Q2: 367 shares; 2023Q3: 367 shares; 2023Q4: 367 shares; 2024Q1: 367 shares; 2024Q2: 367 shares 367 $96.3K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,150 shares; 2023Q2: 2,150 shares; 2023Q3: 2,150 shares; 2023Q4: 2,150 shares; 2024Q1: 2,150 shares; 2024Q2: 2,150 shares 2,150 $95.5K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,700 shares; 2023Q3: 2,700 shares; 2023Q4: 2,700 shares; 2024Q1: 2,700 shares; 2024Q2: 2,700 shares 2,700 $92.1K 0.02% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 238 shares; 2023Q2: 238 shares; 2023Q3: 238 shares; 2023Q4: 238 shares; 2024Q1: 238 shares; 2024Q2: 238 shares 238 $91.9K 0.02% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,478 shares; 2023Q2: 1,488 shares; 2023Q3: 1,497 shares; 2023Q4: 1,639 shares; 2024Q1: 1,517 shares; 2024Q2: 1,528 shares 1,528 $90.3K 0.02% +11 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,365 shares; 2023Q2: 1,261 shares; 2023Q3: 1,262 shares; 2023Q4: 1,138 shares; 2024Q1: 1,138 shares; 2024Q2: 1,138 shares 1,138 $88.8K 0.02% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 685 shares; 2023Q2: 693 shares; 2023Q3: 698 shares; 2023Q4: 704 shares; 2024Q1: 709 shares; 2024Q2: 714 shares 714 $88.4K 0.02% +5 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,363 shares; 2023Q2: 5,190 shares; 2023Q3: 5,216 shares; 2023Q4: 25 shares; 2024Q1: 5,270 shares; 2024Q2: 5,297 shares 5,297 $88.4K 0.02% +27 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,404 shares; 2023Q2: 1,406 shares; 2023Q3: 1,407 shares; 2023Q4: 1,151 shares; 2024Q1: 728 shares; 2024Q2: 987 shares 987 $86.6K 0.02% +259 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 538 shares; 2023Q2: 539 shares; 2023Q3: 539 shares; 2023Q4: 606 shares; 2024Q1: 562 shares; 2024Q2: 540 shares 540 $85.9K 0.02% -22 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,387 shares; 2023Q3: 1,399 shares; 2023Q4: 1,417 shares; 2024Q1: 1,426 shares; 2024Q2: 1,441 shares 1,441 $83.6K 0.02% +15 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,545 shares; 2023Q2: 872 shares; 2023Q3: 872 shares; 2023Q4: 737 shares; 2024Q1: 737 shares; 2024Q2: 742 shares 742 $83.4K 0.02% +5 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 390 shares; 2023Q2: 390 shares; 2023Q3: 390 shares; 2023Q4: 390 shares; 2024Q1: 390 shares; 2024Q2: 390 shares 390 $83.2K 0.02% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 692 shares; 2023Q2: 692 shares; 2023Q3: 692 shares; 2023Q4: 692 shares; 2024Q1: 692 shares; 2024Q2: 692 shares 692 $81.7K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,767 shares; 2023Q2: 1,767 shares; 2023Q3: 1,767 shares; 2023Q4: 1,767 shares; 2024Q1: 1,970 shares; 2024Q2: 1,970 shares 1,970 $80.1K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 491 shares; 2023Q2: 491 shares; 2023Q3: 491 shares; 2023Q4: 491 shares; 2024Q1: 491 shares; 2024Q2: 491 shares 491 $78.3K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 888 shares; 2023Q2: 888 shares; 2023Q3: 888 shares; 2023Q4: 888 shares; 2024Q1: 888 shares; 2024Q2: 888 shares 888 $78.2K 0.02% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,017 shares; 2023Q2: 2,017 shares; 2023Q3: 2,017 shares; 2023Q4: 2,017 shares; 2024Q1: 2,017 shares; 2024Q2: 2,017 shares 2,017 $77.5K 0.02% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares 2,000 $76.3K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,825 shares; 2023Q2: 1,826 shares; 2023Q3: 1,826 shares; 2023Q4: 1,596 shares; 2024Q1: 1,597 shares; 2024Q2: 1,597 shares 1,597 $75.7K 0.02% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,967 shares; 2023Q2: 2,741 shares; 2023Q3: 2,759 shares; 2023Q4: 2,683 shares; 2024Q1: 2,409 shares; 2024Q2: 2,424 shares 2,424 $75.4K 0.02% +15 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 120 shares; 2023Q2: 120 shares; 2023Q3: 1,120 shares; 2023Q4: 1,120 shares; 2024Q1: 1,120 shares; 2024Q2: 1,120 shares 1,120 $74K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,545 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,500 shares 1,500 $73.5K 0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 583 shares; 2023Q2: 583 shares; 2023Q3: 583 shares; 2023Q4: 583 shares; 2024Q1: 583 shares; 2024Q2: 583 shares 583 $73.4K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,830 shares; 2023Q2: 10,830 shares; 2023Q3: 10,830 shares; 2023Q4: not reported; 2024Q1: 331 shares; 2024Q2: 427 shares 427 $72.9K 0.01% +96 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 235 shares; 2023Q2: 236 shares; 2023Q3: 236 shares; 2023Q4: 236 shares; 2024Q1: 1,180 shares; 2024Q2: 1,180 shares 1,180 $72.3K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,664 shares; 2024Q2: 1,664 shares 1,664 $71.8K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,464 shares; 2023Q2: 1,464 shares; 2023Q3: 1,464 shares; 2023Q4: 1,464 shares; 2024Q1: 1,464 shares; 2024Q2: 1,464 shares 1,464 $71K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,087 shares; 2023Q2: 3,087 shares; 2023Q3: 3,087 shares; 2023Q4: 3,087 shares; 2024Q1: 3,087 shares; 2024Q2: 3,087 shares 3,087 $70.9K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 242 shares; 2023Q2: not reported; 2023Q3: 700 shares; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares 700 $68.4K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 738 shares; 2023Q2: 738 shares; 2023Q3: 738 shares; 2023Q4: 738 shares; 2024Q1: 738 shares; 2024Q2: 738 shares 738 $67.5K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares 125 $67.1K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,500 shares; 2023Q2: 2,500 shares; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares 2,500 $66.4K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 222 shares; 2023Q2: 222 shares; 2023Q3: 222 shares; 2023Q4: 222 shares; 2024Q1: 222 shares; 2024Q2: 222 shares 222 $66.1K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,819 shares; 2023Q2: 2,875 shares; 2023Q3: 2,928 shares; 2023Q4: 2,981 shares; 2024Q1: 1,882 shares; 2024Q2: 1,915 shares 1,915 $65.6K 0.01% +33 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 416 shares; 2023Q2: 417 shares; 2023Q3: 417 shares; 2023Q4: 418 shares; 2024Q1: 418 shares; 2024Q2: 418 shares 418 $65.5K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 575 shares; 2024Q2: 1,223 shares 1,223 $64.9K 0.01% +648 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,500 shares; 2023Q2: 6,500 shares; 2023Q3: 6,500 shares; 2023Q4: 6,500 shares; 2024Q1: 6,500 shares; 2024Q2: 6,500 shares 6,500 $64.5K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,503 shares; 2023Q2: 1,503 shares; 2023Q3: 1,503 shares; 2023Q4: 1,503 shares; 2024Q1: 1,503 shares; 2024Q2: 1,503 shares 1,503 $64.4K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 45 shares; 2023Q2: 145 shares; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 145 shares; 2024Q2: 145 shares 145 $63.2K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,700 shares; 2023Q2: 1,700 shares; 2023Q3: 1,700 shares; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares 1,700 $63.1K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 637 shares; 2023Q2: 644 shares; 2023Q3: 751 shares; 2023Q4: 661 shares; 2024Q1: 666 shares; 2024Q2: 674 shares 674 $61.8K 0.01% +8 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 140 shares; 2023Q2: 140 shares; 2023Q3: 140 shares; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: 140 shares 140 $61.8K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 572 shares; 2024Q1: 971 shares; 2024Q2: 1,347 shares 1,347 $61.2K 0.01% +376 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 107 shares; 2023Q2: 107 shares; 2023Q3: 107 shares; 2023Q4: 107 shares; 2024Q1: 283 shares; 2024Q2: 397 shares 397 $59.7K 0.01% +114 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 503 shares; 2023Q2: 503 shares; 2023Q3: 503 shares; 2023Q4: 503 shares; 2024Q1: 503 shares; 2024Q2: 503 shares 503 $59.6K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,328 shares; 2023Q2: 1,282 shares; 2023Q3: 1,283 shares; 2023Q4: 1,284 shares; 2024Q1: 1,263 shares; 2024Q2: 938 shares 938 $59.2K 0.01% -325 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,626 shares; 2023Q2: 1,637 shares; 2023Q3: 1,667 shares; 2023Q4: 1,692 shares; 2024Q1: 1,362 shares; 2024Q2: 1,371 shares 1,371 $58.4K 0.01% +9 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 297 shares; 2024Q2: 568 shares 568 $58.1K 0.01% +271 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 541 shares; 2023Q2: 541 shares; 2023Q3: 541 shares; 2023Q4: 541 shares; 2024Q1: 541 shares; 2024Q2: 544 shares 544 $57.9K 0.01% +3 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 332 shares; 2024Q1: 590 shares; 2024Q2: 819 shares 819 $57.6K 0.01% +229 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 329 shares; 2024Q1: 543 shares; 2024Q2: 762 shares 762 $57.1K 0.01% +219 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 738 shares; 2023Q2: 746 shares; 2023Q3: 753 shares; 2023Q4: 760 shares; 2024Q1: 760 shares; 2024Q2: 773 shares 773 $57K 0.01% +13 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,231 shares; 2023Q2: 1,046 shares; 2023Q3: 1,061 shares; 2023Q4: 1,083 shares; 2024Q1: 1,093 shares; 2024Q2: 1,110 shares 1,110 $56.7K 0.01% +17 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,183 shares; 2024Q2: 1,156 shares 1,156 $54.3K 0.01% -27 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,587 shares; 2023Q2: 2,587 shares; 2023Q3: 1,247 shares; 2023Q4: 1,247 shares; 2024Q1: 1,610 shares; 2024Q2: 1,610 shares 1,610 $54K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 295 shares; 2023Q2: 295 shares; 2023Q3: 295 shares; 2023Q4: 295 shares; 2024Q1: 295 shares; 2024Q2: 295 shares 295 $53.9K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 120 shares; 2023Q2: 121 shares; 2023Q3: 121 shares; 2023Q4: 122 shares; 2024Q1: 122 shares; 2024Q2: 203 shares 203 $53.6K 0.01% +81 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 577 shares; 2023Q2: 660 shares; 2023Q3: 757 shares; 2023Q4: 788 shares; 2024Q1: 234 shares; 2024Q2: 234 shares 234 $52.9K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 919 shares; 2023Q2: 815 shares; 2023Q3: 815 shares; 2023Q4: 789 shares; 2024Q1: 789 shares; 2024Q2: 789 shares 789 $51.7K 0.01% 0 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,086 shares; 2023Q4: 1,086 shares; 2024Q1: 1,145 shares; 2024Q2: 1,145 shares 1,145 $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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares 1,000 $50.1K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 384 shares; 2023Q2: 384 shares; 2023Q3: 384 shares; 2023Q4: 384 shares; 2024Q1: 384 shares; 2024Q2: 384 shares 384 $49.6K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 473 shares 473 $48.6K 0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 440 shares; 2023Q2: 440 shares; 2023Q3: 440 shares; 2023Q4: 440 shares; 2024Q1: 440 shares; 2024Q2: 440 shares 440 $48.4K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 783 shares; 2023Q3: 783 shares; 2023Q4: 805 shares; 2024Q1: 805 shares; 2024Q2: 824 shares 824 $47.1K 0.01% +19 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 240 shares; 2023Q2: 241 shares; 2023Q3: 241 shares; 2023Q4: 241 shares; 2024Q1: 241 shares; 2024Q2: 241 shares 241 $46.8K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 535 shares; 2023Q2: 536 shares; 2023Q3: 542 shares; 2023Q4: 554 shares; 2024Q1: 558 shares; 2024Q2: 558 shares 558 $46.8K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares 2,000 $45.9K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 121 shares; 2023Q2: 121 shares; 2023Q3: 121 shares; 2023Q4: 121 shares; 2024Q1: 121 shares; 2024Q2: 121 shares 121 $45.3K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,562 shares; 2023Q2: 1,572 shares; 2023Q3: 1,581 shares; 2023Q4: 655 shares; 2024Q1: 655 shares; 2024Q2: 655 shares 655 $44.9K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 809 shares; 2023Q2: 809 shares; 2023Q3: 809 shares; 2023Q4: 809 shares; 2024Q1: 809 shares; 2024Q2: 809 shares 809 $44.5K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,429 shares 1,429 $44.1K 0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 928 shares; 2023Q2: 928 shares; 2023Q3: 928 shares; 2023Q4: 928 shares; 2024Q1: 928 shares; 2024Q2: 928 shares 928 $44K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares 1,500 $43.9K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 259 shares; 2023Q2: 192 shares; 2023Q3: 192 shares; 2023Q4: 192 shares; 2024Q1: 192 shares; 2024Q2: 192 shares 192 $43.8K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 553 shares; 2023Q2: 553 shares; 2023Q3: 553 shares; 2023Q4: 553 shares; 2024Q1: 553 shares; 2024Q2: 553 shares 553 $43.4K 0.01% 0 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 749 shares; 2023Q2: 750 shares; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares 750 $43.3K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 404 shares; 2023Q2: 409 shares; 2023Q3: 414 shares; 2023Q4: 419 shares; 2024Q1: 423 shares; 2024Q2: 423 shares 423 $42.7K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 329 shares; 2023Q2: 329 shares; 2023Q3: 229 shares; 2023Q4: 229 shares; 2024Q1: 229 shares; 2024Q2: 229 shares 229 $42.1K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 282 shares; 2024Q2: 694 shares 694 $41.1K 0.01% +412 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,635 shares; 2023Q2: 5,975 shares; 2023Q3: 4,892 shares; 2023Q4: 535 shares; 2024Q1: 1,250 shares; 2024Q2: 1,950 shares 1,950 $41K 0.01% +700 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,652 shares; 2023Q2: 4,652 shares; 2023Q3: 4,652 shares; 2023Q4: 4,652 shares; 2024Q1: 2,782 shares; 2024Q2: 2,782 shares 2,782 $40.6K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,179 shares; 2023Q2: 1,180 shares; 2023Q3: 1,181 shares; 2023Q4: 1,182 shares; 2024Q1: 860 shares; 2024Q2: 860 shares 860 $39.9K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 136 shares; 2023Q2: 136 shares; 2023Q3: 136 shares; 2023Q4: 136 shares; 2024Q1: 136 shares; 2024Q2: 136 shares 136 $39.9K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,850 shares; 2023Q2: 4,850 shares; 2023Q3: 4,850 shares; 2023Q4: 4,850 shares; 2024Q1: 4,850 shares; 2024Q2: 4,850 shares 4,850 $39.9K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 610 shares; 2023Q2: 610 shares; 2023Q3: 610 shares; 2023Q4: 610 shares; 2024Q1: 610 shares; 2024Q2: 610 shares 610 $39.6K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,015 shares; 2023Q2: 1,760 shares; 2023Q3: 1,406 shares; 2023Q4: 2,046 shares; 2024Q1: 1,406 shares; 2024Q2: 1,250 shares 1,250 $39.4K 0.01% -156 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,767 shares; 2023Q2: 1,410 shares; 2023Q3: 1,410 shares; 2023Q4: 372 shares; 2024Q1: 553 shares; 2024Q2: 375 shares 375 $39.3K 0.01% -178 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 525 shares; 2023Q2: 525 shares; 2023Q3: 525 shares; 2023Q4: 525 shares; 2024Q1: 525 shares; 2024Q2: 525 shares 525 $38.9K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,068 shares; 2023Q2: 1,068 shares; 2023Q3: 1,068 shares; 2023Q4: 1,068 shares; 2024Q1: 1,068 shares; 2024Q2: 1,068 shares 1,068 $37.4K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 549 shares; 2024Q2: 554 shares 554 $37K 0.01% +5 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $36.7K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 87 shares; 2023Q2: 87 shares; 2023Q3: 87 shares; 2023Q4: 87 shares; 2024Q1: 87 shares; 2024Q2: 87 shares 87 $36.6K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 420 shares; 2023Q2: 380 shares; 2023Q3: 380 shares; 2023Q4: 380 shares; 2024Q1: 380 shares; 2024Q2: 380 shares 380 $35.9K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,864 shares; 2023Q4: 3,373 shares; 2024Q1: 3,373 shares; 2024Q2: 3,373 shares 3,373 $35.8K 0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,551 shares; 2023Q2: 18,551 shares; 2023Q3: 18,551 shares; 2023Q4: 2,061 shares; 2024Q1: 1,273 shares; 2024Q2: 1,273 shares 1,273 $35.2K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 926 shares; 2023Q2: 926 shares; 2023Q3: 926 shares; 2023Q4: 926 shares; 2024Q1: 926 shares; 2024Q2: 926 shares 926 $35.1K 0.01% 0 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares 100 $35K 0.01% new IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 78 shares; 2023Q2: 78 shares; 2023Q3: 78 shares; 2023Q4: 78 shares; 2024Q1: 78 shares; 2024Q2: 78 shares 78 $35K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,170 shares; 2023Q2: 1,170 shares; 2023Q3: 1,170 shares; 2023Q4: 1,392 shares; 2024Q1: 1,035 shares; 2024Q2: 984 shares 984 $35K 0.01% -51 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares 800 $34.4K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 101 shares; 2023Q3: 102 shares; 2023Q4: 102 shares; 2024Q1: 102 shares; 2024Q2: 103 shares 103 $33.8K 0.01% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 34 shares; 2023Q2: 35 shares; 2023Q3: 33 shares; 2023Q4: 33 shares; 2024Q1: 33 shares; 2024Q2: 33 shares 33 $33.8K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 216 shares; 2023Q2: 217 shares; 2023Q3: 217 shares; 2023Q4: 217 shares; 2024Q1: 218 shares; 2024Q2: 218 shares 218 $33.1K 0.01% 0 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 495 shares; 2023Q2: 495 shares; 2023Q3: 495 shares; 2023Q4: 495 shares; 2024Q1: 495 shares; 2024Q2: 495 shares 495 $33K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 335 shares; 2023Q2: 335 shares; 2023Q3: 335 shares; 2023Q4: 335 shares; 2024Q1: 335 shares; 2024Q2: 335 shares 335 $32.9K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 481 shares; 2023Q2: 483 shares; 2023Q3: 485 shares; 2023Q4: 488 shares; 2024Q1: 491 shares; 2024Q2: 493 shares 493 $32.8K 0.01% +2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,462 shares; 2023Q2: 1,476 shares; 2023Q3: 1,476 shares; 2023Q4: 1,280 shares; 2024Q1: 1,280 shares; 2024Q2: 1,288 shares 1,288 $31.9K 0.01% +8 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 257 shares; 2023Q2: 257 shares; 2023Q3: 257 shares; 2023Q4: 257 shares; 2024Q1: 257 shares; 2024Q2: 257 shares 257 $31.3K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 121 shares; 2023Q2: 121 shares; 2023Q3: 121 shares; 2023Q4: 121 shares; 2024Q1: 140 shares; 2024Q2: 140 shares 140 $31.1K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 725 shares; 2023Q4: 725 shares; 2024Q1: 725 shares; 2024Q2: 425 shares 425 $30.8K 0.01% -300 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 147 shares; 2023Q2: 147 shares; 2023Q3: 147 shares; 2023Q4: 147 shares; 2024Q1: 147 shares; 2024Q2: 147 shares 147 $30.2K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 182 shares; 2023Q2: 183 shares; 2023Q3: 183 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $29.5K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,200 shares; 2023Q4: 2,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares 1,200 $29.4K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,686 shares; 2023Q2: 1,686 shares; 2023Q3: 1,686 shares; 2023Q4: 2,751 shares; 2024Q1: 1,059 shares; 2024Q2: 1,059 shares 1,059 $29.3K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 302 shares; 2024Q1: 302 shares; 2024Q2: 302 shares 302 $28.8K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 325 shares; 2023Q2: 325 shares; 2023Q3: 325 shares; 2023Q4: 325 shares; 2024Q1: 325 shares; 2024Q2: 325 shares 325 $28.6K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 364 shares; 2023Q2: 364 shares; 2023Q3: 364 shares; 2023Q4: 364 shares; 2024Q1: 364 shares; 2024Q2: 364 shares 364 $28.6K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 994 shares; 2023Q2: 994 shares; 2023Q3: 994 shares; 2023Q4: 994 shares; 2024Q1: 994 shares; 2024Q2: 994 shares 994 $28.2K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 673 shares; 2024Q1: 673 shares; 2024Q2: 673 shares 673 $28.2K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,568 shares; 2023Q2: 1,607 shares; 2023Q3: 1,646 shares; 2023Q4: 1,685 shares; 2024Q1: 1,722 shares; 2024Q2: 1,722 shares 1,722 $27.9K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 331 shares; 2023Q2: 331 shares; 2023Q3: 331 shares; 2023Q4: 331 shares; 2024Q1: 331 shares; 2024Q2: 331 shares 331 $27.8K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 109 shares; 2023Q2: 109 shares; 2023Q3: 109 shares; 2023Q4: 109 shares; 2024Q1: 109 shares; 2024Q2: 109 shares 109 $27.8K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 204 shares; 2023Q2: 174 shares; 2023Q3: 174 shares; 2023Q4: 174 shares; 2024Q1: 174 shares; 2024Q2: 174 shares 174 $27.1K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $27K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 275 shares; 2023Q2: 275 shares; 2023Q3: 275 shares; 2023Q4: 275 shares; 2024Q1: 275 shares; 2024Q2: 275 shares 275 $26.9K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 119 shares; 2023Q2: 120 shares; 2023Q3: 121 shares; 2023Q4: 122 shares; 2024Q1: 122 shares; 2024Q2: 123 shares 123 $26.4K 0.01% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 364 shares; 2023Q2: 364 shares; 2023Q3: 364 shares; 2023Q4: 364 shares; 2024Q1: 364 shares; 2024Q2: 728 shares 728 $25.9K 0.01% +364 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 316 shares; 2023Q2: 316 shares; 2023Q3: 316 shares; 2023Q4: 316 shares; 2024Q1: 316 shares; 2024Q2: 316 shares 316 $25.7K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,009 shares; 2023Q2: 1,009 shares; 2023Q3: 1,009 shares; 2023Q4: 509 shares; 2024Q1: 509 shares; 2024Q2: 509 shares 509 $25.4K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares 800 $25.3K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,792 shares; 2023Q2: 4,364 shares; 2023Q3: 2,251 shares; 2023Q4: 4,364 shares; 2024Q1: 2,251 shares; 2024Q2: 2,251 shares 2,251 $25.1K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 350 shares 350 $25K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 52 shares; 2023Q2: 52 shares; 2023Q3: 52 shares; 2023Q4: 52 shares; 2024Q1: 37 shares; 2024Q2: 37 shares 37 $25K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,900 shares; 2023Q2: 1,900 shares; 2023Q3: 1,900 shares; 2023Q4: 1,900 shares; 2024Q1: 1,900 shares; 2024Q2: 1,900 shares 1,900 $24.9K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,610 shares; 2023Q2: 5,657 shares; 2023Q3: 5,703 shares; 2023Q4: 5,751 shares; 2024Q1: 2,057 shares; 2024Q2: 2,102 shares 2,102 $24.8K 0.01% +45 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,881 shares; 2023Q2: 1,903 shares; 2023Q3: 1,926 shares; 2023Q4: 1,949 shares; 2024Q1: 1,973 shares; 2024Q2: 2,003 shares 2,003 $24.7K 0.01% +30 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 130 shares; 2023Q2: 164 shares; 2023Q3: 164 shares; 2023Q4: 164 shares; 2024Q1: 164 shares; 2024Q2: 164 shares 164 $24.6K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 87 shares; 2023Q2: 87 shares; 2023Q3: 87 shares; 2023Q4: 82 shares; 2024Q1: 82 shares; 2024Q2: 82 shares 82 $24.5K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 625 shares; 2023Q3: 625 shares; 2023Q4: 625 shares; 2024Q1: 625 shares; 2024Q2: 625 shares 625 $24.4K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 613 shares; 2023Q2: 613 shares; 2023Q3: 614 shares; 2023Q4: 555 shares; 2024Q1: 555 shares; 2024Q2: 303 shares 303 $24.4K <0.01% -252 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 316 shares; 2023Q2: 316 shares; 2023Q3: 316 shares; 2023Q4: 316 shares; 2024Q1: 316 shares; 2024Q2: 316 shares 316 $23.9K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 118 shares; 2023Q2: 118 shares; 2023Q3: 118 shares; 2023Q4: 118 shares; 2024Q1: 118 shares; 2024Q2: 118 shares 118 $23.8K <0.01% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,365 shares; 2023Q2: 2,365 shares; 2023Q3: 2,365 shares; 2023Q4: 1,920 shares; 2024Q1: 1,253 shares; 2024Q2: 1,253 shares 1,253 $23.6K <0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,162 shares; 2023Q2: 1,162 shares; 2023Q3: 1,162 shares; 2023Q4: 1,162 shares; 2024Q1: 1,162 shares; 2024Q2: 1,162 shares 1,162 $23.2K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,843 shares; 2023Q2: 4,736 shares; 2023Q3: 2,874 shares; 2023Q4: 2,646 shares; 2024Q1: 2,385 shares; 2024Q2: 2,417 shares 2,417 $23.2K <0.01% +32 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 586 shares; 2024Q2: 362 shares 362 $23K <0.01% -224 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 589 shares; 2023Q2: 566 shares; 2023Q3: 567 shares; 2023Q4: 409 shares; 2024Q1: 398 shares; 2024Q2: 235 shares 235 $22.6K <0.01% -163 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 131 shares 131 $22.5K <0.01% new Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,645 shares; 2023Q2: 1,645 shares; 2023Q3: 1,742 shares; 2023Q4: 1,742 shares; 2024Q1: 524 shares; 2024Q2: 524 shares 524 $22.3K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 116 shares; 2023Q2: 116 shares; 2023Q3: 116 shares; 2023Q4: 116 shares; 2024Q1: 116 shares; 2024Q2: 116 shares 116 $22.2K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 339 shares; 2023Q2: 340 shares; 2023Q3: 594 shares; 2023Q4: 388 shares; 2024Q1: 388 shares; 2024Q2: 388 shares 388 $22.2K <0.01% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26 shares; 2023Q2: 27 shares; 2023Q3: 27 shares; 2023Q4: 27 shares; 2024Q1: 27 shares; 2024Q2: 27 shares 27 $21.4K <0.01% 0 CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 747 shares; 2023Q2: 748 shares; 2023Q3: 749 shares; 2023Q4: 749 shares; 2024Q1: 750 shares; 2024Q2: 396 shares 396 $21.3K <0.01% -354 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: 76 shares; 2023Q3: 76 shares; 2023Q4: 76 shares; 2024Q1: 76 shares; 2024Q2: 76 shares 76 $21.1K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 653 shares; 2023Q2: 670 shares; 2023Q3: 685 shares; 2023Q4: 699 shares; 2024Q1: 718 shares; 2024Q2: 731 shares 731 $20.9K <0.01% +13 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,800 shares; 2023Q2: 1,800 shares; 2023Q3: 1,800 shares; 2023Q4: 1,100 shares; 2024Q1: 1,100 shares; 2024Q2: 1,100 shares 1,100 $20.7K <0.01% 0 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19 shares; 2023Q2: 19 shares; 2023Q3: 19 shares; 2023Q4: 19 shares; 2024Q1: 19 shares; 2024Q2: 19 shares 19 $20.6K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $20.6K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 390 shares 390 $20.6K <0.01% new Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,932 shares; 2023Q2: 1,956 shares; 2023Q3: 1,980 shares; 2023Q4: 2,004 shares; 2024Q1: 2,028 shares; 2024Q2: 2,059 shares 2,059 $20.4K <0.01% +31 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 399 shares; 2023Q2: 399 shares; 2023Q3: 399 shares; 2023Q4: 399 shares; 2024Q1: 399 shares; 2024Q2: 399 shares 399 $20.4K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,292 shares; 2023Q2: 2,629 shares; 2023Q3: 1,904 shares; 2023Q4: 1,913 shares; 2024Q1: 1,899 shares; 2024Q2: 1,908 shares 1,908 $20.3K <0.01% +9 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,215 shares; 2023Q2: 330 shares; 2023Q3: 275 shares; 2023Q4: 440 shares; 2024Q1: 275 shares; 2024Q2: 275 shares 275 $20.3K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 0 shares; 2023Q4: not reported; 2024Q1: 222 shares; 2024Q2: 220 shares 220 $20.2K <0.01% -2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares 1,000 $20K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 536 shares; 2023Q2: 537 shares; 2023Q3: 537 shares; 2023Q4: 337 shares; 2024Q1: 338 shares; 2024Q2: 338 shares 338 $19.8K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 153 shares; 2023Q2: 153 shares; 2023Q3: 153 shares; 2023Q4: 154 shares; 2024Q1: 154 shares; 2024Q2: 154 shares 154 $19.8K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 932 shares; 2023Q2: 932 shares; 2023Q3: 932 shares; 2023Q4: 932 shares; 2024Q1: 932 shares; 2024Q2: 932 shares 932 $19.7K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 76 shares; 2023Q2: 76 shares; 2023Q3: 76 shares; 2023Q4: 76 shares; 2024Q1: 76 shares; 2024Q2: 76 shares 76 $19.5K <0.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 375 shares; 2023Q2: 240 shares; 2023Q3: 240 shares; 2023Q4: 90 shares; 2024Q1: 90 shares; 2024Q2: 90 shares 90 $19.4K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 786 shares; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $19.1K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 148 shares; 2023Q2: 148 shares; 2023Q3: 148 shares; 2023Q4: 148 shares; 2024Q1: 148 shares; 2024Q2: 148 shares 148 $18.8K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 435 shares; 2024Q1: 487 shares; 2024Q2: 495 shares 495 $18.6K <0.01% +8 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 643 shares; 2023Q2: 643 shares; 2023Q3: 643 shares; 2023Q4: 643 shares; 2024Q1: 643 shares; 2024Q2: 643 shares 643 $18.5K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 445 shares; 2023Q2: 306 shares; 2023Q3: 306 shares; 2023Q4: 243 shares; 2024Q1: 243 shares; 2024Q2: 243 shares 243 $18.3K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 59 shares; 2023Q2: 59 shares; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 59 shares; 2024Q2: 59 shares 59 $18.2K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 102 shares; 2023Q2: 103 shares; 2023Q3: 103 shares; 2023Q4: 104 shares; 2024Q1: 104 shares; 2024Q2: 105 shares 105 $18.2K <0.01% +1 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 166 shares; 2023Q2: 166 shares; 2023Q3: 166 shares; 2023Q4: 166 shares; 2024Q1: 160 shares; 2024Q2: 160 shares 160 $18.2K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $17.9K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 240 shares; 2023Q2: 240 shares; 2023Q3: 240 shares; 2023Q4: 240 shares; 2024Q1: 240 shares; 2024Q2: 240 shares 240 $17.8K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 169 shares; 2023Q2: 171 shares; 2023Q3: 172 shares; 2023Q4: 173 shares; 2024Q1: 174 shares; 2024Q2: 174 shares 174 $17.5K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,027 shares; 2023Q2: 508 shares; 2023Q3: 508 shares; 2023Q4: 516 shares; 2024Q1: 516 shares; 2024Q2: 516 shares 516 $17.5K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 984 shares; 2023Q2: 194 shares; 2023Q3: 194 shares; 2023Q4: 197 shares; 2024Q1: 198 shares; 2024Q2: 199 shares 199 $17.5K <0.01% +1 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 234 shares; 2023Q2: 234 shares; 2023Q3: 234 shares; 2023Q4: 234 shares; 2024Q1: 234 shares; 2024Q2: 234 shares 234 $17.4K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 357 shares; 2023Q2: 357 shares; 2023Q3: 357 shares; 2023Q4: 357 shares; 2024Q1: 357 shares; 2024Q2: 357 shares 357 $17.2K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 380 shares; 2023Q2: 380 shares; 2023Q3: 382 shares; 2023Q4: 383 shares; 2024Q1: 385 shares; 2024Q2: 386 shares 386 $17.1K <0.01% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 712 shares; 2023Q2: 715 shares; 2023Q3: 719 shares; 2023Q4: 715 shares; 2024Q1: 360 shares; 2024Q2: 362 shares 362 $16.8K <0.01% +2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 643 shares; 2023Q2: 643 shares; 2023Q3: 643 shares; 2023Q4: 643 shares; 2024Q1: 643 shares; 2024Q2: 634 shares 634 $16.7K <0.01% -9 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 122 shares; 2023Q2: 122 shares; 2023Q3: 122 shares; 2023Q4: 122 shares; 2024Q1: 122 shares; 2024Q2: 122 shares 122 $16.6K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 104 shares; 2023Q2: 77 shares; 2023Q3: 77 shares; 2023Q4: 77 shares; 2024Q1: 77 shares; 2024Q2: 77 shares 77 $16.4K <0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares 100 $16.4K <0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 406 shares; 2023Q2: 409 shares; 2023Q3: 412 shares; 2023Q4: 291 shares; 2024Q1: 294 shares; 2024Q2: 297 shares 297 $16.3K <0.01% +3 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $16.3K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 60 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares 60 $16.2K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares 600 $16.2K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 218 shares; 2023Q2: 244 shares; 2023Q3: 477 shares; 2023Q4: 479 shares; 2024Q1: 667 shares; 2024Q2: 684 shares 684 $16.2K <0.01% +17 WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 217 shares; 2023Q2: 912 shares; 2023Q3: 912 shares; 2023Q4: 912 shares; 2024Q1: 912 shares; 2024Q2: 565 shares 565 $16K <0.01% -347 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 262 shares; 2023Q2: 163 shares; 2023Q3: 163 shares; 2023Q4: 163 shares; 2024Q1: 163 shares; 2024Q2: 163 shares 163 $15.9K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 153 shares; 2023Q2: 153 shares; 2023Q3: 153 shares; 2023Q4: 153 shares; 2024Q1: 153 shares; 2024Q2: 153 shares 153 $15.8K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 144 shares; 2023Q2: 144 shares; 2023Q3: 144 shares; 2023Q4: 144 shares; 2024Q1: 144 shares; 2024Q2: 144 shares 144 $15.5K <0.01% 0 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 670 shares; 2023Q2: 670 shares; 2023Q3: 670 shares; 2023Q4: 670 shares; 2024Q1: 670 shares; 2024Q2: 670 shares 670 $15.3K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares 20 $15.1K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 212 shares; 2023Q2: 212 shares; 2023Q3: 212 shares; 2023Q4: 212 shares; 2024Q1: 212 shares; 2024Q2: 212 shares 212 $15K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 86 shares; 2023Q4: 86 shares; 2024Q1: 86 shares; 2024Q2: 86 shares 86 $14.9K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 298 shares; 2024Q2: 285 shares 285 $14.9K <0.01% -13 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46 shares; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: 46 shares 46 $14.7K <0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 430 shares; 2024Q2: 411 shares 411 $14.6K <0.01% -19 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 163 shares; 2023Q2: 163 shares; 2023Q3: 163 shares; 2023Q4: 163 shares; 2024Q1: 163 shares; 2024Q2: 163 shares 163 $14.6K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 164 shares; 2023Q2: 164 shares; 2023Q3: 165 shares; 2023Q4: 165 shares; 2024Q1: 61 shares; 2024Q2: 61 shares 61 $14.5K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 840 shares; 2023Q2: 676 shares; 2023Q3: 2,724 shares; 2023Q4: 1,918 shares; 2024Q1: 625 shares; 2024Q2: 271 shares 271 $14.4K <0.01% -354 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $14.2K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 135 shares 135 $14.1K <0.01% new Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 176 shares; 2024Q2: 339 shares 339 $14.1K <0.01% +163 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 189 shares; 2023Q2: 189 shares; 2023Q3: 189 shares; 2023Q4: 189 shares; 2024Q1: 189 shares; 2024Q2: 189 shares 189 $13.8K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 336 shares; 2023Q2: 341 shares; 2023Q3: 346 shares; 2023Q4: 351 shares; 2024Q1: 356 shares; 2024Q2: 361 shares 361 $13.7K <0.01% +5 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 120 shares; 2023Q2: 120 shares; 2023Q3: 120 shares; 2023Q4: 120 shares; 2024Q1: 120 shares; 2024Q2: 120 shares 120 $13.4K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 62 shares; 2023Q2: 62 shares; 2023Q3: 62 shares; 2023Q4: 62 shares; 2024Q1: 62 shares; 2024Q2: 62 shares 62 $12.4K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 563 shares; 2024Q2: 458 shares 458 $12.4K <0.01% -105 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 32 shares 32 $12.3K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 271 shares; 2023Q2: 271 shares; 2023Q3: 271 shares; 2023Q4: 271 shares; 2024Q1: 271 shares; 2024Q2: 271 shares 271 $12.2K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 54 shares; 2023Q2: 54 shares; 2023Q3: 54 shares; 2023Q4: 54 shares; 2024Q1: 54 shares; 2024Q2: 54 shares 54 $11.9K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,024 shares; 2024Q2: 1,052 shares 1,052 $11.8K <0.01% +28 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 96 shares; 2023Q2: 96 shares; 2023Q3: 96 shares; 2023Q4: 96 shares; 2024Q1: 96 shares; 2024Q2: 96 shares 96 $11.8K <0.01% 0 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 103 shares; 2023Q2: 103 shares; 2023Q3: 103 shares; 2023Q4: 103 shares; 2024Q1: 103 shares; 2024Q2: 103 shares 103 $11.8K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares 250 $11.7K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,416 shares; 2023Q2: 1,416 shares; 2023Q3: 1,416 shares; 2023Q4: 1,416 shares; 2024Q1: 1,416 shares; 2024Q2: 1,416 shares 1,416 $11.6K <0.01% 0 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 47 shares; 2023Q2: 47 shares; 2023Q3: 47 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 47 shares 47 $11.5K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 249 shares; 2023Q2: 249 shares; 2023Q3: 249 shares; 2023Q4: 249 shares; 2024Q1: 249 shares; 2024Q2: 249 shares 249 $11.4K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 257 shares; 2023Q2: 155 shares; 2023Q3: 155 shares; 2023Q4: 155 shares; 2024Q1: 161 shares; 2024Q2: 145 shares 145 $11.3K <0.01% -16 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 71 shares; 2023Q2: 71 shares; 2023Q3: 71 shares; 2023Q4: 71 shares; 2024Q1: 71 shares; 2024Q2: 70 shares 70 $11.1K <0.01% -1 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 118 shares; 2023Q2: 118 shares; 2023Q3: 118 shares; 2023Q4: 118 shares; 2024Q1: 118 shares; 2024Q2: 118 shares 118 $11K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 106 shares; 2023Q2: 106 shares; 2023Q3: 106 shares; 2023Q4: 106 shares; 2024Q1: 106 shares; 2024Q2: 106 shares 106 $11K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares 35 $11K <0.01% 0 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 99 shares; 2023Q2: 99 shares; 2023Q3: 99 shares; 2023Q4: 99 shares; 2024Q1: 99 shares; 2024Q2: 99 shares 99 $10.8K <0.01% 0 Timeline GRWG GROWGENERATION CORP More: the full row for GROWGENERATION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,000 shares; 2023Q2: 5,000 shares; 2023Q3: 5,000 shares; 2023Q4: 5,000 shares; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares 5,000 $10.8K <0.01% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 104 shares; 2023Q2: 105 shares; 2023Q3: 105 shares; 2023Q4: 105 shares; 2024Q1: 106 shares; 2024Q2: 106 shares 106 $10.7K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $10.7K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 259 shares; 2023Q2: 100 shares; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares 70 $10.6K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,240 shares; 2023Q2: 18 shares; 2023Q3: 18 shares; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: 18 shares 18 $10.5K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46 shares; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: 46 shares 46 $10.4K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 955 shares; 2023Q2: 955 shares; 2023Q3: 955 shares; 2023Q4: 955 shares; 2024Q1: 955 shares; 2024Q2: 955 shares 955 $10.4K <0.01% 0 Timeline APTIV PLC APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 144 shares; 2023Q2: 144 shares; 2023Q3: 144 shares; 2023Q4: 144 shares; 2024Q1: 144 shares; 2024Q2: 144 shares 144 $10.1K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $9.99K <0.01% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 134 shares; 2024Q2: 134 shares 134 $9.97K <0.01% 0 Timeline SMRT SMARTRENT INC More: the full row for SMARTRENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,242 shares; 2023Q3: 4,155 shares; 2023Q4: 4,155 shares; 2024Q1: 4,155 shares; 2024Q2: 4,155 shares 4,155 $9.93K <0.01% 0 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 215 shares; 2023Q2: 218 shares; 2023Q3: 222 shares; 2023Q4: 226 shares; 2024Q1: 229 shares; 2024Q2: 235 shares 235 $9.89K <0.01% +6 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,228 shares; 2023Q2: 1,266 shares; 2023Q3: 1,291 shares; 2023Q4: 1,291 shares; 2024Q1: 1,338 shares; 2024Q2: 1,347 shares 1,347 $9.77K <0.01% +9 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 137 shares; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares 42 $9.72K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 404 shares; 2023Q2: 79 shares; 2023Q3: 125 shares; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: 73 shares 73 $9.55K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 32 shares 32 $9.51K <0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 156 shares; 2023Q2: 156 shares; 2023Q3: 156 shares; 2023Q4: 156 shares; 2024Q1: 156 shares; 2024Q2: 156 shares 156 $9.34K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 176 shares; 2023Q2: 176 shares; 2023Q3: 176 shares; 2023Q4: 176 shares; 2024Q1: 176 shares; 2024Q2: 176 shares 176 $9.32K <0.01% 0 Timeline SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,217 shares; 2023Q2: 3,232 shares; 2023Q3: 3,244 shares; 2023Q4: 3,255 shares; 2024Q1: 3,267 shares; 2024Q2: 3,288 shares 3,288 $9.3K <0.01% +21 SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 321 shares; 2023Q2: 325 shares; 2023Q3: 328 shares; 2023Q4: 332 shares; 2024Q1: 335 shares; 2024Q2: 338 shares 338 $9.17K <0.01% +3 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 34 shares; 2023Q2: 34 shares; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 34 shares 34 $9.17K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21 shares; 2023Q2: 21 shares; 2023Q3: 21 shares; 2023Q4: 21 shares; 2024Q1: 21 shares; 2024Q2: 21 shares 21 $8.97K <0.01% 0 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 234 shares; 2023Q2: 235 shares; 2023Q3: 235 shares; 2023Q4: 237 shares; 2024Q1: 238 shares; 2024Q2: 239 shares 239 $8.91K <0.01% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 261 shares; 2023Q2: 264 shares; 2023Q3: 265 shares; 2023Q4: 415 shares; 2024Q1: 267 shares; 2024Q2: 271 shares 271 $8.74K <0.01% +4 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 529 shares; 2023Q2: 525 shares; 2023Q3: 525 shares; 2023Q4: 525 shares; 2024Q1: 525 shares; 2024Q2: 525 shares 525 $8.72K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 575 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 605 shares; 2024Q1: 605 shares; 2024Q2: 638 shares 638 $8.56K <0.01% +33 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 124 shares; 2023Q2: 124 shares; 2023Q3: 124 shares; 2023Q4: 124 shares; 2024Q1: 124 shares; 2024Q2: 124 shares 124 $8.43K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,673 shares; 2023Q2: 2,248 shares; 2023Q3: 2,247 shares; 2023Q4: 2,288 shares; 2024Q1: 2,288 shares; 2024Q2: 153 shares 153 $8.18K <0.01% -2,135 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 115 shares; 2023Q2: 117 shares; 2023Q3: 117 shares; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: 121 shares 121 $8.15K <0.01% +2 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 81 shares; 2023Q2: 82 shares; 2023Q3: 82 shares; 2023Q4: 82 shares; 2024Q1: 83 shares; 2024Q2: 83 shares 83 $8.08K <0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 69 shares; 2023Q2: 69 shares; 2023Q3: 69 shares; 2023Q4: 69 shares; 2024Q1: 69 shares; 2024Q2: 69 shares 69 $7.95K <0.01% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 56 shares; 2023Q2: 56 shares; 2023Q3: 56 shares; 2023Q4: 56 shares; 2024Q1: 56 shares; 2024Q2: 56 shares 56 $7.88K <0.01% 0 Timeline