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; 2022Q4: 175,817 shares; 2023Q1: 181,322 shares; 2023Q2: 173,282 shares; 2023Q3: 174,844 shares; 2023Q4: 178,598 shares; 2024Q1: 173,367 shares; 2024Q2: 171,382 shares; 2024Q3: 167,533 shares 167,533 $88.4M 19.14% -3,849 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 250,167 shares; 2023Q2: 291,896 shares; 2023Q3: 291,934 shares; 2023Q4: 267,462 shares; 2024Q1: 288,338 shares; 2024Q2: 288,074 shares; 2024Q3: 279,479 shares 279,479 $23.6M 5.12% -8,595 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 424,310 shares; 2023Q1: 414,140 shares; 2023Q2: 411,170 shares; 2023Q3: 413,591 shares; 2023Q4: 403,973 shares; 2024Q1: 398,538 shares; 2024Q2: 393,936 shares; 2024Q3: 386,015 shares 386,015 $22.9M 4.95% -7,921 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; 2022Q4: 303,967 shares; 2023Q1: 295,093 shares; 2023Q2: 302,797 shares; 2023Q3: 319,024 shares; 2023Q4: 313,643 shares; 2024Q1: 334,164 shares; 2024Q2: 336,948 shares; 2024Q3: 327,798 shares 327,798 $20.7M 4.47% -9,150 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 199,963 shares; 2023Q1: 199,313 shares; 2023Q2: 197,776 shares; 2023Q3: 196,079 shares; 2023Q4: 195,079 shares; 2024Q1: 191,302 shares; 2024Q2: 190,475 shares; 2024Q3: 189,413 shares 189,413 $11.5M 2.5% -1,062 Timeline LMBS 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 226,722 shares; 2024Q2: 229,439 shares; 2024Q3: 228,730 shares 228,730 $11.3M 2.45% -709 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 176,433 shares; 2023Q2: 174,168 shares; 2023Q3: 178,820 shares; 2023Q4: 177,495 shares; 2024Q1: 177,923 shares; 2024Q2: 180,308 shares; 2024Q3: 177,340 shares 177,340 $11.3M 2.44% -2,968 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 333,634 shares; 2023Q1: 280,503 shares; 2023Q2: 282,031 shares; 2023Q3: 290,138 shares; 2023Q4: 263,518 shares; 2024Q1: 291,253 shares; 2024Q2: 298,035 shares; 2024Q3: 303,997 shares 303,997 $10M 2.17% +5,962 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 312,616 shares; 2024Q2: 313,620 shares; 2024Q3: 311,260 shares 311,260 $9.72M 2.1% -2,360 Timeline CIBR 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; 2022Q4: 197,057 shares; 2023Q1: 197,589 shares; 2023Q2: 188,419 shares; 2023Q3: 189,382 shares; 2023Q4: 177,354 shares; 2024Q1: 157,945 shares; 2024Q2: 159,685 shares; 2024Q3: 156,166 shares 156,166 $9.25M 2% -3,519 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 29,388 shares; 2023Q1: 31,269 shares; 2023Q2: 33,041 shares; 2023Q3: 33,252 shares; 2023Q4: 35,906 shares; 2024Q1: 39,256 shares; 2024Q2: 39,542 shares; 2024Q3: 38,146 shares 38,146 $8.89M 1.92% -1,396 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 113,535 shares; 2023Q2: 247,228 shares; 2023Q3: 258,233 shares; 2023Q4: 259,014 shares; 2024Q1: 267,636 shares; 2024Q2: 274,592 shares; 2024Q3: 271,426 shares 271,426 $8.22M 1.78% -3,166 Timeline NANR 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; 2022Q4: 105,303 shares; 2023Q1: 104,045 shares; 2023Q2: 103,350 shares; 2023Q3: 105,818 shares; 2023Q4: 98,374 shares; 2024Q1: 122,821 shares; 2024Q2: 121,214 shares; 2024Q3: 118,771 shares 118,771 $6.73M 1.46% -2,443 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,994 shares; 2023Q1: 12,340 shares; 2023Q2: 13,301 shares; 2023Q3: 14,017 shares; 2023Q4: 15,174 shares; 2024Q1: 15,423 shares; 2024Q2: 15,738 shares; 2024Q3: 15,536 shares 15,536 $6.69M 1.45% -202 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 1,209 shares; 2023Q2: 1,173 shares; 2023Q3: 1,190 shares; 2023Q4: 1,239 shares; 2024Q1: 3,694 shares; 2024Q2: 42,394 shares; 2024Q3: 40,429 shares 40,429 $4.91M 1.06% -1,965 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; 2022Q4: 2,953 shares; 2023Q1: 4,604 shares; 2023Q2: 5,879 shares; 2023Q3: 6,306 shares; 2023Q4: 6,654 shares; 2024Q1: 7,190 shares; 2024Q2: 7,703 shares; 2024Q3: 7,487 shares 7,487 $4.38M 0.95% -216 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; 2022Q4: 3,145 shares; 2023Q1: 4,205 shares; 2023Q2: 4,838 shares; 2023Q3: 4,712 shares; 2023Q4: 4,801 shares; 2024Q1: 4,849 shares; 2024Q2: 5,031 shares; 2024Q3: 4,919 shares 4,919 $4.36M 0.94% -112 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 20,210 shares; 2023Q3: 23,825 shares; 2023Q4: 33,835 shares; 2024Q1: 39,050 shares; 2024Q2: 39,050 shares; 2024Q3: 42,620 shares 42,620 $4.24M 0.92% +3,570 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,315 shares; 2023Q1: 9,504 shares; 2023Q2: 11,500 shares; 2023Q3: 11,837 shares; 2023Q4: 13,176 shares; 2024Q1: 14,045 shares; 2024Q2: 14,503 shares; 2024Q3: 14,389 shares 14,389 $3.96M 0.86% -114 Timeline QEFA 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 45,415 shares; 2023Q3: 45,415 shares; 2023Q4: 47,825 shares; 2024Q1: 47,962 shares; 2024Q2: 47,962 shares; 2024Q3: 47,962 shares 47,962 $3.86M 0.84% 0 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; 2022Q4: 4,733 shares; 2023Q1: 5,869 shares; 2023Q2: 7,587 shares; 2023Q3: 7,831 shares; 2023Q4: 8,613 shares; 2024Q1: 9,086 shares; 2024Q2: 9,465 shares; 2024Q3: 9,231 shares 9,231 $3.74M 0.81% -234 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,221 shares; 2023Q1: 1,657 shares; 2023Q2: 2,131 shares; 2023Q3: 1,954 shares; 2023Q4: 2,041 shares; 2024Q1: 1,985 shares; 2024Q2: 2,083 shares; 2024Q3: 21,633 shares 21,633 $3.73M 0.81% +19,550 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,947 shares; 2023Q1: 10,069 shares; 2023Q2: 13,508 shares; 2023Q3: 14,952 shares; 2023Q4: 16,916 shares; 2024Q1: 17,491 shares; 2024Q2: 18,248 shares; 2024Q3: 17,781 shares 17,781 $3.51M 0.76% -467 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 2,035 shares; 2023Q2: 2,047 shares; 2023Q3: 16,288 shares; 2023Q4: 17,583 shares; 2024Q1: 20,260 shares; 2024Q2: 20,940 shares; 2024Q3: 20,276 shares 20,276 $3.39M 0.73% -664 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 981 shares; 2023Q1: 4,203 shares; 2023Q2: 5,201 shares; 2023Q3: 6,481 shares; 2023Q4: 9,236 shares; 2024Q1: 53,040 shares; 2024Q2: 53,075 shares; 2024Q3: 53,502 shares 53,502 $3.33M 0.72% +427 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 25,140 shares; 2023Q1: 25,285 shares; 2023Q2: 25,018 shares; 2023Q3: 25,020 shares; 2023Q4: 26,275 shares; 2024Q1: 24,060 shares; 2024Q2: 24,068 shares; 2024Q3: 23,642 shares 23,642 $3.23M 0.7% -426 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 38,411 shares; 2023Q1: 38,073 shares; 2023Q2: 36,853 shares; 2023Q3: 36,867 shares; 2023Q4: 36,884 shares; 2024Q1: 37,189 shares; 2024Q2: 37,026 shares; 2024Q3: 36,579 shares 36,579 $3.21M 0.7% -447 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 42,683 shares; 2023Q1: 42,683 shares; 2023Q2: 39,308 shares; 2023Q3: 39,308 shares; 2023Q4: 39,308 shares; 2024Q1: 38,438 shares; 2024Q2: 38,438 shares; 2024Q3: 38,438 shares 38,438 $3.2M 0.69% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,013 shares; 2023Q1: 3,850 shares; 2023Q2: 5,016 shares; 2023Q3: 5,214 shares; 2023Q4: 5,726 shares; 2024Q1: 6,051 shares; 2024Q2: 6,334 shares; 2024Q3: 6,254 shares 6,254 $3.09M 0.67% -80 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; 2022Q4: 12,748 shares; 2023Q1: 13,123 shares; 2023Q2: 13,290 shares; 2023Q3: 13,759 shares; 2023Q4: 16,673 shares; 2024Q1: 16,901 shares; 2024Q2: 16,937 shares; 2024Q3: 16,513 shares 16,513 $3.08M 0.67% -424 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,316 shares; 2023Q1: 10,422 shares; 2023Q2: 13,603 shares; 2023Q3: 13,971 shares; 2023Q4: 15,740 shares; 2024Q1: 16,694 shares; 2024Q2: 17,466 shares; 2024Q3: 17,160 shares 17,160 $2.97M 0.64% -306 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 35,949 shares; 2023Q2: 35,949 shares; 2023Q3: 35,949 shares; 2023Q4: 50,504 shares; 2024Q1: 50,504 shares; 2024Q2: 50,504 shares; 2024Q3: 50,750 shares 50,750 $2.91M 0.63% +246 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 25,681 shares; 2023Q1: 25,652 shares; 2023Q2: 25,405 shares; 2023Q3: 25,462 shares; 2023Q4: 24,957 shares; 2024Q1: 24,345 shares; 2024Q2: 24,436 shares; 2024Q3: 24,133 shares 24,133 $2.89M 0.63% -303 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; 2022Q4: 1,681 shares; 2023Q1: 2,427 shares; 2023Q2: 3,320 shares; 2023Q3: 508 shares; 2023Q4: 538 shares; 2024Q1: 2,932 shares; 2024Q2: 3,083 shares; 2024Q3: 3,255 shares 3,255 $2.89M 0.62% +172 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 59,927 shares; 2023Q1: 59,926 shares; 2023Q2: 60,321 shares; 2023Q3: 60,078 shares; 2023Q4: 60,086 shares; 2024Q1: 60,088 shares; 2024Q2: 57,939 shares; 2024Q3: 57,943 shares 57,943 $2.86M 0.62% +4 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; 2022Q4: 10,781 shares; 2023Q1: 10,781 shares; 2023Q2: 10,781 shares; 2023Q3: 10,781 shares; 2023Q4: 10,781 shares; 2024Q1: 10,729 shares; 2024Q2: 10,731 shares; 2024Q3: 10,806 shares 10,806 $2.85M 0.62% +75 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; 2022Q4: 1,807 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,109 shares; 2024Q2: 4,439 shares; 2024Q3: 4,668 shares 4,668 $2.73M 0.59% +229 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,674 shares; 2023Q1: 9,806 shares; 2023Q2: 12,900 shares; 2023Q3: 13,135 shares; 2023Q4: 13,414 shares; 2024Q1: 9,202 shares; 2024Q2: 9,179 shares; 2024Q3: 8,307 shares 8,307 $2.68M 0.58% -872 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,414 shares; 2023Q1: 8,348 shares; 2023Q2: 10,740 shares; 2023Q3: 12,418 shares; 2023Q4: 12,917 shares; 2024Q1: 15,599 shares; 2024Q2: 15,951 shares; 2024Q3: 15,433 shares 15,433 $2.62M 0.57% -518 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,450 shares; 2023Q1: 8,947 shares; 2023Q2: 12,071 shares; 2023Q3: 12,275 shares; 2023Q4: 10,173 shares; 2024Q1: 13,227 shares; 2024Q2: 16,261 shares; 2024Q3: 16,086 shares 16,086 $2.61M 0.56% -175 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 30,885 shares; 2024Q1: 31,495 shares; 2024Q2: 32,972 shares; 2024Q3: 105,184 shares 105,184 $2.59M 0.56% +72,212 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 519,930 shares; 2023Q1: 513,224 shares; 2023Q2: 499,463 shares; 2023Q3: 506,005 shares; 2023Q4: 498,827 shares; 2024Q1: 88,280 shares; 2024Q2: 89,500 shares; 2024Q3: 85,369 shares 85,369 $2.55M 0.55% -4,131 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,714 shares; 2023Q1: 1,714 shares; 2023Q2: 1,345 shares; 2023Q3: 1,360 shares; 2023Q4: 1,349 shares; 2024Q1: 867 shares; 2024Q2: 867 shares; 2024Q3: 3,576 shares 3,576 $2.54M 0.55% +2,709 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; 2022Q4: 12,143 shares; 2023Q1: 17,977 shares; 2023Q2: 26,242 shares; 2023Q3: 28,918 shares; 2023Q4: 24,187 shares; 2024Q1: 32,714 shares; 2024Q2: 35,896 shares; 2024Q3: 34,923 shares 34,923 $2.51M 0.54% -973 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; 2022Q4: 22,599 shares; 2023Q1: 28,825 shares; 2023Q2: 39,079 shares; 2023Q3: 39,105 shares; 2023Q4: 38,790 shares; 2024Q1: 44,042 shares; 2024Q2: 46,933 shares; 2024Q3: 46,508 shares 46,508 $2.48M 0.54% -425 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,615 shares; 2023Q1: 5,315 shares; 2023Q2: 5,315 shares; 2023Q3: 5,389 shares; 2023Q4: 5,389 shares; 2024Q1: 20,178 shares; 2024Q2: 22,388 shares; 2024Q3: 22,554 shares 22,554 $2.37M 0.51% +166 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,964 shares; 2023Q4: 7,738 shares; 2024Q1: 8,273 shares; 2024Q2: 8,749 shares; 2024Q3: 8,563 shares 8,563 $2.37M 0.51% -186 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 38,867 shares; 2023Q1: 38,912 shares; 2023Q2: 38,356 shares; 2023Q3: 25,579 shares; 2023Q4: 25,568 shares; 2024Q1: 25,568 shares; 2024Q2: 25,416 shares; 2024Q3: 25,306 shares 25,306 $2.31M 0.5% -110 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; 2022Q4: 4,163 shares; 2023Q1: 6,316 shares; 2023Q2: 6,977 shares; 2023Q3: 6,476 shares; 2023Q4: 6,701 shares; 2024Q1: 3,908 shares; 2024Q2: 3,958 shares; 2024Q3: 3,888 shares 3,888 $2.23M 0.48% -70 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,591 shares; 2023Q1: 11,511 shares; 2023Q2: 11,511 shares; 2023Q3: 10,904 shares; 2023Q4: 14,134 shares; 2024Q1: 13,832 shares; 2024Q2: 12,873 shares; 2024Q3: 20,195 shares 20,195 $2.19M 0.48% +7,322 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; 2022Q4: 3,997 shares; 2023Q1: 3,774 shares; 2023Q2: 3,551 shares; 2023Q3: 3,588 shares; 2023Q4: 3,588 shares; 2024Q1: 3,560 shares; 2024Q2: 3,560 shares; 2024Q3: 18,080 shares 18,080 $2.13M 0.46% +14,520 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,752 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,077 shares; 2024Q2: 11,717 shares; 2024Q3: 11,906 shares 11,906 $2.02M 0.44% +189 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 39,479 shares; 2024Q2: 43,297 shares; 2024Q3: 48,374 shares 48,374 $2.02M 0.44% +5,077 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 24,029 shares; 2023Q1: 24,081 shares; 2023Q2: 24,114 shares; 2023Q3: 24,051 shares; 2023Q4: 24,062 shares; 2024Q1: 23,997 shares; 2024Q2: 24,022 shares; 2024Q3: 24,022 shares 24,022 $2.02M 0.44% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,673 shares; 2023Q1: 7,682 shares; 2023Q2: 7,690 shares; 2023Q3: 7,698 shares; 2023Q4: 7,709 shares; 2024Q1: 7,715 shares; 2024Q2: 7,715 shares; 2024Q3: 7,715 shares 7,715 $1.83M 0.4% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 21,780 shares; 2023Q1: 21,780 shares; 2023Q2: 20,781 shares; 2023Q3: 20,781 shares; 2023Q4: 20,782 shares; 2024Q1: 17,532 shares; 2024Q2: 15,783 shares; 2024Q3: 14,944 shares 14,944 $1.83M 0.4% -839 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,428 shares 3,428 $1.77M 0.38% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,993 shares; 2023Q1: 3,004 shares; 2023Q2: 3,013 shares; 2023Q3: 3,013 shares; 2023Q4: 3,033 shares; 2024Q1: 3,042 shares; 2024Q2: 3,050 shares; 2024Q3: 3,058 shares 3,058 $1.76M 0.38% +8 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 23,152 shares; 2023Q1: 27,555 shares; 2023Q2: 15,042 shares; 2023Q3: 14,642 shares; 2023Q4: 14,837 shares; 2024Q1: 14,702 shares; 2024Q2: 14,702 shares; 2024Q3: 14,840 shares 14,840 $1.74M 0.38% +138 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,890 shares; 2023Q1: 6,890 shares; 2023Q2: 6,881 shares; 2023Q3: 6,882 shares; 2023Q4: 6,872 shares; 2024Q1: 4,856 shares; 2024Q2: 4,858 shares; 2024Q3: 5,005 shares 5,005 $1.73M 0.38% +147 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,450 shares; 2023Q1: 9,165 shares; 2023Q2: 8,696 shares; 2023Q3: 8,761 shares; 2023Q4: 11,447 shares; 2024Q1: 11,421 shares; 2024Q2: 11,868 shares; 2024Q3: 11,729 shares 11,729 $1.73M 0.37% -139 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; 2022Q4: 3,635 shares; 2023Q1: 3,635 shares; 2023Q2: 3,285 shares; 2023Q3: 3,385 shares; 2023Q4: 3,385 shares; 2024Q1: 3,518 shares; 2024Q2: 3,645 shares; 2024Q3: 3,677 shares 3,677 $1.69M 0.37% +32 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 20,000 shares; 2023Q4: 126,305 shares; 2024Q1: 131,305 shares; 2024Q2: 135,110 shares; 2024Q3: 144,140 shares 144,140 $1.6M 0.35% +9,030 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 32,345 shares; 2023Q1: 32,349 shares; 2023Q2: 32,354 shares; 2023Q3: 32,358 shares; 2023Q4: 32,363 shares; 2024Q1: 32,187 shares; 2024Q2: 30,761 shares; 2024Q3: 30,765 shares 30,765 $1.57M 0.34% +4 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,416 shares; 2023Q1: 7,806 shares; 2023Q2: 7,773 shares; 2023Q3: 7,773 shares; 2023Q4: 7,541 shares; 2024Q1: 7,906 shares; 2024Q2: 10,351 shares; 2024Q3: 10,341 shares 10,341 $1.57M 0.34% -10 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 15,908 shares; 2023Q1: 12,258 shares; 2023Q2: 20,672 shares; 2023Q3: 21,192 shares; 2023Q4: 22,988 shares; 2024Q1: 28,463 shares; 2024Q2: 29,012 shares; 2024Q3: 30,263 shares 30,263 $1.45M 0.31% +1,251 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 45,284 shares; 2023Q1: 45,358 shares; 2023Q2: 46,229 shares; 2023Q3: 46,328 shares; 2023Q4: 45,948 shares; 2024Q1: 46,033 shares; 2024Q2: 45,614 shares; 2024Q3: 45,746 shares 45,746 $1.45M 0.31% +132 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; 2022Q4: 26,288 shares; 2023Q1: 26,288 shares; 2023Q2: 26,288 shares; 2023Q3: 26,288 shares; 2023Q4: 38,656 shares; 2024Q1: 26,782 shares; 2024Q2: 26,781 shares; 2024Q3: 26,781 shares 26,781 $1.41M 0.31% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,628 shares; 2023Q1: 6,955 shares; 2023Q2: 8,342 shares; 2023Q3: 8,817 shares; 2023Q4: 9,890 shares; 2024Q1: 10,573 shares; 2024Q2: 11,664 shares; 2024Q3: 4,579 shares 4,579 $1.39M 0.3% -7,085 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; 2022Q4: 10,964 shares; 2023Q1: 11,369 shares; 2023Q2: 14,456 shares; 2023Q3: 19,121 shares; 2023Q4: 19,819 shares; 2024Q1: 23,729 shares; 2024Q2: 22,924 shares; 2024Q3: 22,924 shares 22,924 $1.37M 0.3% 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; 2022Q4: 23,003 shares; 2023Q1: 22,990 shares; 2023Q2: 24,490 shares; 2023Q3: 26,991 shares; 2023Q4: 26,894 shares; 2024Q1: 26,895 shares; 2024Q2: 26,882 shares; 2024Q3: 26,356 shares 26,356 $1.34M 0.29% -526 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,684 shares; 2023Q1: 8,524 shares; 2023Q2: 8,524 shares; 2023Q3: 8,594 shares; 2023Q4: 8,594 shares; 2024Q1: 5,193 shares; 2024Q2: 17,927 shares; 2024Q3: 17,802 shares 17,802 $1.34M 0.29% -125 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; 2022Q4: 10,090 shares; 2023Q1: 12,591 shares; 2023Q2: 13,094 shares; 2023Q3: 20,971 shares; 2023Q4: 20,974 shares; 2024Q1: 22,402 shares; 2024Q2: 26,405 shares; 2024Q3: 21,209 shares 21,209 $1.33M 0.29% -5,196 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,161 shares; 2024Q2: 1,196 shares; 2024Q3: 4,635 shares 4,635 $1.3M 0.28% +3,439 Timeline SDVY 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 34,246 shares 34,246 $1.25M 0.27% new 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; 2022Q4: 5,990 shares; 2023Q1: 5,787 shares; 2023Q2: 5,603 shares; 2023Q3: 5,337 shares; 2023Q4: 5,227 shares; 2024Q1: 4,957 shares; 2024Q2: 4,941 shares; 2024Q3: 4,951 shares 4,951 $1.22M 0.26% +10 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 42,174 shares; 2023Q1: 41,809 shares; 2023Q2: 41,820 shares; 2023Q3: 40,689 shares; 2023Q4: 40,725 shares; 2024Q1: 41,564 shares; 2024Q2: 41,194 shares; 2024Q3: 41,262 shares 41,262 $1.2M 0.26% +68 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; 2022Q4: 48,563 shares; 2023Q1: 49,719 shares; 2023Q2: 50,094 shares; 2023Q3: 57,968 shares; 2023Q4: 60,561 shares; 2024Q1: 67,877 shares; 2024Q2: 68,589 shares; 2024Q3: 69,013 shares 69,013 $1.11M 0.24% +424 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 15,444 shares; 2023Q1: 15,342 shares; 2023Q2: 15,179 shares; 2023Q3: 15,179 shares; 2023Q4: 17,179 shares; 2024Q1: 17,179 shares; 2024Q2: 17,580 shares; 2024Q3: 17,582 shares 17,582 $1.1M 0.24% +2 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12,317 shares; 2023Q1: 34,643 shares; 2023Q2: 11,765 shares; 2023Q3: 13,355 shares; 2023Q4: 13,355 shares; 2024Q1: 13,355 shares; 2024Q2: 13,355 shares; 2024Q3: 13,755 shares 13,755 $1.07M 0.23% +400 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,785 shares; 2023Q1: 11,849 shares; 2023Q2: 11,901 shares; 2023Q3: 11,901 shares; 2023Q4: 12,053 shares; 2024Q1: 12,105 shares; 2024Q2: 12,160 shares; 2024Q3: 12,160 shares 12,160 $1000K 0.22% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,733 shares; 2023Q1: 3,734 shares; 2023Q2: 3,802 shares; 2023Q3: 3,803 shares; 2023Q4: 3,959 shares; 2024Q1: 12,027 shares; 2024Q2: 12,034 shares; 2024Q3: 12,036 shares 12,036 $972K 0.21% +2 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; 2022Q4: 5,239 shares; 2023Q1: 5,239 shares; 2023Q2: 5,998 shares; 2023Q3: 5,999 shares; 2023Q4: 6,000 shares; 2024Q1: 6,001 shares; 2024Q2: 6,006 shares; 2024Q3: 7,011 shares 7,011 $947K 0.21% +1,005 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,215 shares; 2023Q1: 3,215 shares; 2023Q2: 2,844 shares; 2023Q3: 3,142 shares; 2023Q4: 3,065 shares; 2024Q1: 3,114 shares; 2024Q2: 3,117 shares; 2024Q3: 2,232 shares 2,232 $931K 0.2% -885 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,221 shares; 2023Q1: 9,221 shares; 2023Q2: 9,299 shares; 2023Q3: 11,862 shares; 2023Q4: 11,862 shares; 2024Q1: 12,862 shares; 2024Q2: 12,953 shares; 2024Q3: 13,014 shares 13,014 $926K 0.2% +61 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 19,955 shares; 2023Q1: 19,955 shares; 2023Q2: 19,955 shares; 2023Q3: 19,955 shares; 2023Q4: 19,955 shares; 2024Q1: 19,955 shares; 2024Q2: 19,992 shares; 2024Q3: 19,955 shares 19,955 $904K 0.2% -37 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 17,000 shares; 2024Q1: 17,500 shares; 2024Q2: 17,500 shares; 2024Q3: 17,500 shares 17,500 $882K 0.19% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 44,013 shares; 2023Q1: 39,779 shares; 2023Q2: 35,549 shares; 2023Q3: 35,076 shares; 2023Q4: 32,566 shares; 2024Q1: 28,581 shares; 2024Q2: 23,413 shares; 2024Q3: 23,065 shares 23,065 $865K 0.19% -348 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; 2022Q4: 7,436 shares; 2023Q1: 7,523 shares; 2023Q2: 7,693 shares; 2023Q3: 9,257 shares; 2023Q4: 9,173 shares; 2024Q1: 9,155 shares; 2024Q2: 9,005 shares; 2024Q3: 8,877 shares 8,877 $854K 0.18% -128 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,296 shares; 2023Q1: 5,284 shares; 2023Q2: 5,288 shares; 2023Q3: 5,093 shares; 2023Q4: 5,097 shares; 2024Q1: 4,969 shares; 2024Q2: 4,984 shares; 2024Q3: 4,919 shares 4,919 $838K 0.18% -65 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,643 shares; 2023Q1: 7,643 shares; 2023Q2: 7,643 shares; 2023Q3: 7,643 shares; 2023Q4: 7,643 shares; 2024Q1: 7,077 shares; 2024Q2: 7,077 shares; 2024Q3: 7,077 shares 7,077 $830K 0.18% 0 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 53,587 shares; 2023Q1: 23,331 shares; 2023Q2: 20,925 shares; 2023Q3: 20,925 shares; 2023Q4: 23,425 shares; 2024Q1: 23,130 shares; 2024Q2: 23,130 shares; 2024Q3: 23,130 shares 23,130 $807K 0.17% 0 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 912,505 shares; 2023Q1: 916,339 shares; 2023Q2: 493,660 shares; 2023Q3: 502,903 shares; 2023Q4: 499,242 shares; 2024Q1: 43,512 shares; 2024Q2: 37,520 shares; 2024Q3: 36,066 shares 36,066 $797K 0.17% -1,454 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; 2022Q4: 1,611 shares; 2023Q1: 1,295 shares; 2023Q2: 1,440 shares; 2023Q3: 1,357 shares; 2023Q4: 1,357 shares; 2024Q1: 1,382 shares; 2024Q2: 1,336 shares; 2024Q3: 1,351 shares 1,351 $793K 0.17% +15 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 16,178 shares; 2023Q1: 16,178 shares; 2023Q2: 16,178 shares; 2023Q3: 16,178 shares; 2023Q4: 19,233 shares; 2024Q1: 19,233 shares; 2024Q2: 19,233 shares; 2024Q3: 19,233 shares 19,233 $790K 0.17% 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; 2022Q4: 26,201 shares; 2023Q1: 26,204 shares; 2023Q2: 26,121 shares; 2023Q3: 25,522 shares; 2023Q4: 25,523 shares; 2024Q1: 25,742 shares; 2024Q2: 27,343 shares; 2024Q3: 33,045 shares 33,045 $775K 0.17% +5,702 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,291 shares; 2023Q4: 3,291 shares; 2024Q1: 3,280 shares; 2024Q2: 3,280 shares; 2024Q3: 3,280 shares 3,280 $763K 0.17% 0 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; 2022Q4: 19,118 shares; 2023Q1: 19,635 shares; 2023Q2: 18,935 shares; 2023Q3: 19,185 shares; 2023Q4: 19,529 shares; 2024Q1: 20,659 shares; 2024Q2: 19,382 shares; 2024Q3: 19,138 shares 19,138 $759K 0.16% -244 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12,810 shares; 2023Q1: 16,189 shares; 2023Q2: 20,862 shares; 2023Q3: 21,830 shares; 2023Q4: 21,642 shares; 2024Q1: 8,311 shares; 2024Q2: 6,936 shares; 2024Q3: 6,622 shares 6,622 $755K 0.16% -314 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12,717 shares; 2023Q1: 12,718 shares; 2023Q2: 12,674 shares; 2023Q3: 12,674 shares; 2023Q4: 12,661 shares; 2024Q1: 12,662 shares; 2024Q2: 12,662 shares; 2024Q3: 12,740 shares 12,740 $749K 0.16% +78 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,021 shares; 2023Q1: 10,863 shares; 2023Q2: 10,543 shares; 2023Q3: 10,658 shares; 2023Q4: 18,516 shares; 2024Q1: 24,542 shares; 2024Q2: 25,443 shares; 2024Q3: 25,515 shares 25,515 $738K 0.16% +72 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,992 shares; 2023Q3: 6,617 shares; 2023Q4: 8,527 shares; 2024Q1: 8,527 shares; 2024Q2: 8,527 shares; 2024Q3: 8,527 shares 8,527 $729K 0.16% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,960 shares; 2023Q1: 1,960 shares; 2023Q2: 1,960 shares; 2023Q3: 1,960 shares; 2023Q4: 1,960 shares; 2024Q1: 1,860 shares; 2024Q2: 1,810 shares; 2024Q3: 1,810 shares 1,810 $723K 0.16% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 10,110 shares; 2023Q2: 16,060 shares; 2023Q3: 16,315 shares; 2023Q4: 16,315 shares; 2024Q1: 16,315 shares; 2024Q2: 16,035 shares; 2024Q3: 15,100 shares 15,100 $718K 0.16% -935 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,010 shares; 2023Q1: 2,010 shares; 2023Q2: 2,021 shares; 2023Q3: 2,042 shares; 2023Q4: 2,042 shares; 2024Q1: 1,943 shares; 2024Q2: 1,943 shares; 2024Q3: 1,943 shares 1,943 $702K 0.15% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,880 shares; 2023Q1: 8,880 shares; 2023Q2: 8,880 shares; 2023Q3: 8,880 shares; 2023Q4: 8,880 shares; 2024Q1: 8,880 shares; 2024Q2: 8,680 shares; 2024Q3: 8,680 shares 8,680 $694K 0.15% 0 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; 2022Q4: 2,577 shares; 2023Q1: 2,577 shares; 2023Q2: 2,603 shares; 2023Q3: 3,125 shares; 2023Q4: 3,099 shares; 2024Q1: 3,099 shares; 2024Q2: 3,139 shares; 2024Q3: 3,087 shares 3,087 $682K 0.15% -52 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; 2022Q4: 7,095 shares; 2023Q1: 9,774 shares; 2023Q2: 14,762 shares; 2023Q3: 15,325 shares; 2023Q4: 14,141 shares; 2024Q1: 6,311 shares; 2024Q2: 5,954 shares; 2024Q3: 5,687 shares 5,687 $667K 0.14% -267 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 14,074 shares; 2023Q1: 14,092 shares; 2023Q2: 13,948 shares; 2023Q3: 15,957 shares; 2023Q4: 16,034 shares; 2024Q1: 14,927 shares; 2024Q2: 14,793 shares; 2024Q3: 14,411 shares 14,411 $659K 0.14% -382 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; 2022Q4: 5,130 shares; 2023Q1: 4,870 shares; 2023Q2: 4,812 shares; 2023Q3: 4,694 shares; 2023Q4: 4,629 shares; 2024Q1: 3,377 shares; 2024Q2: 3,241 shares; 2024Q3: 3,089 shares 3,089 $651K 0.14% -152 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,131 shares; 2023Q1: 3,093 shares; 2023Q2: 2,093 shares; 2023Q3: 1,623 shares; 2023Q4: 1,624 shares; 2024Q1: 1,626 shares; 2024Q2: 1,628 shares; 2024Q3: 1,629 shares 1,629 $637K 0.14% +1 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,151 shares; 2023Q1: 4,151 shares; 2023Q2: 4,150 shares; 2023Q3: 4,152 shares; 2023Q4: 4,153 shares; 2024Q1: 4,155 shares; 2024Q2: 4,156 shares; 2024Q3: 4,157 shares 4,157 $637K 0.14% +1 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; 2022Q4: 4,121 shares; 2023Q1: 5,883 shares; 2023Q2: 9,080 shares; 2023Q3: 9,769 shares; 2023Q4: 7,177 shares; 2024Q1: 8,737 shares; 2024Q2: 9,335 shares; 2024Q3: 3,080 shares 3,080 $636K 0.14% -6,255 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,000 shares; 2023Q1: 11,000 shares; 2023Q2: 11,000 shares; 2023Q3: 11,000 shares; 2023Q4: 12,000 shares; 2024Q1: 12,000 shares; 2024Q2: 12,000 shares; 2024Q3: 12,000 shares 12,000 $633K 0.14% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,715 shares; 2023Q1: 16,126 shares; 2023Q2: 19,163 shares; 2023Q3: 20,455 shares; 2023Q4: 23,292 shares; 2024Q1: 10,319 shares; 2024Q2: 7,868 shares; 2024Q3: 5,354 shares 5,354 $608K 0.13% -2,514 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 15,500 shares; 2023Q1: 15,500 shares; 2023Q2: 15,500 shares; 2023Q3: 15,500 shares; 2023Q4: 15,500 shares; 2024Q1: 15,500 shares; 2024Q2: 15,500 shares; 2024Q3: 15,500 shares 15,500 $606K 0.13% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,030 shares; 2023Q1: 4,030 shares; 2023Q2: 4,030 shares; 2023Q3: 4,030 shares; 2023Q4: 4,030 shares; 2024Q1: 4,030 shares; 2024Q2: 4,030 shares; 2024Q3: 4,030 shares 4,030 $603K 0.13% 0 Timeline IEUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,755 shares; 2023Q1: 9,755 shares; 2023Q2: 9,755 shares; 2023Q3: 9,755 shares; 2023Q4: 9,755 shares; 2024Q1: 9,755 shares; 2024Q2: 9,755 shares; 2024Q3: 9,755 shares 9,755 $590K 0.13% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,130 shares; 2023Q1: 3,130 shares; 2023Q2: 3,130 shares; 2023Q3: 3,655 shares; 2023Q4: 4,155 shares; 2024Q1: 4,155 shares; 2024Q2: 4,655 shares; 2024Q3: 4,655 shares 4,655 $588K 0.13% 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; 2022Q4: 4,979 shares; 2023Q1: 4,979 shares; 2023Q2: 4,979 shares; 2023Q3: 4,979 shares; 2023Q4: 4,959 shares; 2024Q1: 4,959 shares; 2024Q2: 4,959 shares; 2024Q3: 4,959 shares 4,959 $581K 0.13% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,877 shares; 2023Q1: 5,227 shares; 2023Q2: 5,227 shares; 2023Q3: 5,727 shares; 2023Q4: 5,229 shares; 2024Q1: 5,227 shares; 2024Q2: 5,217 shares; 2024Q3: 5,202 shares 5,202 $552K 0.12% -15 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12,781 shares; 2023Q1: 9,556 shares; 2023Q2: 9,908 shares; 2023Q3: 9,908 shares; 2023Q4: 9,906 shares; 2024Q1: 9,903 shares; 2024Q2: 9,548 shares; 2024Q3: 9,542 shares 9,542 $544K 0.12% -6 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,914 shares; 2023Q3: 12,512 shares; 2023Q4: 12,192 shares; 2024Q1: 12,429 shares; 2024Q2: 12,254 shares; 2024Q3: 12,115 shares 12,115 $544K 0.12% -139 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; 2022Q4: 4,444 shares; 2023Q1: 4,444 shares; 2023Q2: 4,444 shares; 2023Q3: 4,444 shares; 2023Q4: 4,444 shares; 2024Q1: 2,189 shares; 2024Q2: 2,109 shares; 2024Q3: 2,109 shares 2,109 $524K 0.11% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,490 shares; 2023Q1: 8,490 shares; 2023Q2: 8,490 shares; 2023Q3: 8,490 shares; 2023Q4: 8,490 shares; 2024Q1: 8,490 shares; 2024Q2: 8,490 shares; 2024Q3: 8,490 shares 8,490 $517K 0.11% 0 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; 2022Q4: 2,750 shares; 2023Q1: 2,750 shares; 2023Q2: 2,750 shares; 2023Q3: 2,750 shares; 2023Q4: 2,750 shares; 2024Q1: 2,750 shares; 2024Q2: 2,750 shares; 2024Q3: 2,750 shares 2,750 $500K 0.11% 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; 2022Q4: 9,000 shares; 2023Q1: 9,000 shares; 2023Q2: 9,000 shares; 2023Q3: 9,000 shares; 2023Q4: 9,000 shares; 2024Q1: 9,000 shares; 2024Q2: 9,000 shares; 2024Q3: 9,000 shares 9,000 $484K 0.1% 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; 2022Q4: 14,110 shares; 2023Q1: 14,110 shares; 2023Q2: 12,615 shares; 2023Q3: 12,615 shares; 2023Q4: 12,615 shares; 2024Q1: 12,615 shares; 2024Q2: 10,730 shares; 2024Q3: 10,730 shares 10,730 $481K 0.1% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,000 shares; 2023Q1: 11,000 shares; 2023Q2: 11,000 shares; 2023Q3: 11,500 shares; 2023Q4: 14,000 shares; 2024Q1: 14,000 shares; 2024Q2: 6,500 shares; 2024Q3: 5,500 shares 5,500 $477K 0.1% -1,000 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,035 shares; 2023Q1: 9,035 shares; 2023Q2: 9,035 shares; 2023Q3: 9,035 shares; 2023Q4: 9,035 shares; 2024Q1: 9,035 shares; 2024Q2: 9,035 shares; 2024Q3: 9,035 shares 9,035 $466K 0.1% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,895 shares; 2024Q1: 11,895 shares; 2024Q2: 11,895 shares; 2024Q3: 11,895 shares 11,895 $442K 0.1% 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; 2022Q4: 2,011 shares; 2023Q1: 2,015 shares; 2023Q2: 2,020 shares; 2023Q3: 2,024 shares; 2023Q4: 2,059 shares; 2024Q1: 2,064 shares; 2024Q2: 2,068 shares; 2024Q3: 2,073 shares 2,073 $429K 0.09% +5 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,600 shares; 2024Q3: 3,600 shares 3,600 $427K 0.09% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,077 shares; 2023Q1: 2,077 shares; 2023Q2: 2,077 shares; 2023Q3: 2,097 shares; 2023Q4: 2,098 shares; 2024Q1: 2,099 shares; 2024Q2: 2,100 shares; 2024Q3: 2,041 shares 2,041 $424K 0.09% -59 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17,885 shares; 2024Q2: 21,395 shares; 2024Q3: 4,666 shares 4,666 $412K 0.09% -16,729 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; 2022Q4: not reported; 2023Q1: 3,234 shares; 2023Q2: 2,249 shares; 2023Q3: 2,249 shares; 2023Q4: 2,315 shares; 2024Q1: 2,315 shares; 2024Q2: 2,315 shares; 2024Q3: 2,315 shares 2,315 $411K 0.09% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6,350 shares; 2023Q3: not reported; 2023Q4: 16,000 shares; 2024Q1: 16,500 shares; 2024Q2: 16,000 shares; 2024Q3: 16,000 shares 16,000 $410K 0.09% 0 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,500 shares; 2023Q1: 7,500 shares; 2023Q2: 7,500 shares; 2023Q3: 7,500 shares; 2023Q4: 7,500 shares; 2024Q1: 7,500 shares; 2024Q2: 7,500 shares; 2024Q3: 7,500 shares 7,500 $408K 0.09% 0 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; 2022Q4: 10,012 shares; 2023Q1: 13,260 shares; 2023Q2: 19,246 shares; 2023Q3: 3,413 shares; 2023Q4: 3,418 shares; 2024Q1: 3,423 shares; 2024Q2: 3,429 shares; 2024Q3: 3,361 shares 3,361 $408K 0.09% -68 Timeline BKLN 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; 2022Q4: 24,913 shares; 2023Q1: 24,565 shares; 2023Q2: 25,003 shares; 2023Q3: 25,534 shares; 2023Q4: 26,073 shares; 2024Q1: 20,784 shares; 2024Q2: 18,919 shares; 2024Q3: 19,246 shares 19,246 $404K 0.09% +327 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,500 shares; 2024Q1: 3,500 shares; 2024Q2: 3,500 shares; 2024Q3: 3,500 shares 3,500 $396K 0.09% 0 Timeline PSI 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; 2022Q4: 2,292 shares; 2023Q1: 2,292 shares; 2023Q2: 2,292 shares; 2023Q3: 6,876 shares; 2023Q4: 6,876 shares; 2024Q1: 6,876 shares; 2024Q2: 6,876 shares; 2024Q3: 6,876 shares 6,876 $396K 0.09% 0 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 15,000 shares; 2023Q1: 15,000 shares; 2023Q2: 15,000 shares; 2023Q3: 15,000 shares; 2023Q4: 15,000 shares; 2024Q1: 15,000 shares; 2024Q2: 15,000 shares; 2024Q3: 15,000 shares 15,000 $391K 0.08% 0 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,834 shares; 2023Q1: 7,834 shares; 2023Q2: 7,834 shares; 2023Q3: 7,834 shares; 2023Q4: 8,834 shares; 2024Q1: 8,834 shares; 2024Q2: 8,834 shares; 2024Q3: 8,834 shares 8,834 $389K 0.08% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,226 shares; 2023Q4: 5,611 shares; 2024Q1: 5,611 shares; 2024Q2: 5,611 shares; 2024Q3: 5,611 shares 5,611 $377K 0.08% 0 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 344,755 shares; 2023Q1: 385,840 shares; 2023Q2: 473,452 shares; 2023Q3: 490,981 shares; 2023Q4: 421,532 shares; 2024Q1: 12,984 shares; 2024Q2: 8,749 shares; 2024Q3: 8,290 shares 8,290 $375K 0.08% -459 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,000 shares; 2024Q1: 10,027 shares; 2024Q2: 10,027 shares; 2024Q3: 10,028 shares 10,028 $373K 0.08% +1 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; 2022Q4: 8,885 shares; 2023Q1: 8,864 shares; 2023Q2: 8,808 shares; 2023Q3: 9,841 shares; 2023Q4: 9,795 shares; 2024Q1: 6,649 shares; 2024Q2: 6,452 shares; 2024Q3: 6,461 shares 6,461 $365K 0.08% +9 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; 2022Q4: 1,937 shares; 2023Q1: 1,945 shares; 2023Q2: 1,950 shares; 2023Q3: 1,955 shares; 2023Q4: 12,692 shares; 2024Q1: 2,346 shares; 2024Q2: 2,034 shares; 2024Q3: 2,079 shares 2,079 $363K 0.08% +45 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,442 shares; 2024Q3: 5,186 shares 5,186 $362K 0.08% -256 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,016 shares 3,016 $358K 0.08% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,050 shares; 2023Q1: 5,050 shares; 2023Q2: 5,201 shares; 2023Q3: 5,201 shares; 2023Q4: 5,221 shares; 2024Q1: 5,221 shares; 2024Q2: 5,263 shares; 2024Q3: 5,263 shares 5,263 $349K 0.08% 0 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 23,950 shares; 2024Q2: 17,800 shares; 2024Q3: 21,125 shares 21,125 $345K 0.07% +3,325 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,790 shares; 2023Q1: 4,790 shares; 2023Q2: 4,790 shares; 2023Q3: 4,790 shares; 2023Q4: 4,790 shares; 2024Q1: 4,790 shares; 2024Q2: 4,790 shares; 2024Q3: 4,790 shares 4,790 $342K 0.07% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 5,937 shares; 2023Q2: 8,439 shares; 2023Q3: 8,534 shares; 2023Q4: 9,647 shares; 2024Q1: 2,967 shares; 2024Q2: 2,659 shares; 2024Q3: 1,532 shares 1,532 $342K 0.07% -1,127 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 741 shares 741 $333K 0.07% new Timeline BOAT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,275 shares; 2024Q2: 9,275 shares; 2024Q3: 9,275 shares 9,275 $329K 0.07% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,612 shares; 2023Q1: 6,612 shares; 2023Q2: 5,577 shares; 2023Q3: 5,577 shares; 2023Q4: 5,578 shares; 2024Q1: 5,579 shares; 2024Q2: 5,579 shares; 2024Q3: 5,579 shares 5,579 $325K 0.07% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,245 shares; 2023Q1: 5,245 shares; 2023Q2: 5,245 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,775 shares; 2024Q2: 4,915 shares; 2024Q3: 7,103 shares 7,103 $323K 0.07% +2,188 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,200 shares; 2024Q1: 10,200 shares; 2024Q2: 10,200 shares; 2024Q3: 10,200 shares 10,200 $321K 0.07% 0 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; 2022Q4: not reported; 2023Q1: 561 shares; 2023Q2: 579 shares; 2023Q3: 583 shares; 2023Q4: 597 shares; 2024Q1: 553 shares; 2024Q2: 553 shares; 2024Q3: 558 shares 558 $320K 0.07% +5 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,013 shares; 2023Q1: 4,013 shares; 2023Q2: 4,013 shares; 2023Q3: 4,013 shares; 2023Q4: 4,013 shares; 2024Q1: 3,980 shares; 2024Q2: 3,250 shares; 2024Q3: 3,250 shares 3,250 $319K 0.07% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 1,090 shares; 2023Q2: 1,090 shares; 2023Q3: 1,090 shares; 2023Q4: 1,040 shares; 2024Q1: 1,160 shares; 2024Q2: 1,160 shares; 2024Q3: 1,156 shares 1,156 $316K 0.07% -4 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 1,413 shares; 2023Q2: 1,466 shares; 2023Q3: 1,553 shares; 2023Q4: 1,533 shares; 2024Q1: 1,592 shares; 2024Q2: 1,208 shares; 2024Q3: 1,205 shares 1,205 $315K 0.07% -3 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,077 shares; 2023Q1: 10,077 shares; 2023Q2: 10,079 shares; 2023Q3: 10,081 shares; 2023Q4: 10,083 shares; 2024Q1: 10,083 shares; 2024Q2: 10,084 shares; 2024Q3: 9,948 shares 9,948 $312K 0.07% -136 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; 2022Q4: 48,837 shares; 2023Q1: 8,262 shares; 2023Q2: 7,019 shares; 2023Q3: 6,038 shares; 2023Q4: 5,581 shares; 2024Q1: 4,208 shares; 2024Q2: 4,048 shares; 2024Q3: 3,982 shares 3,982 $299K 0.06% -66 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,977 shares; 2023Q3: 1,950 shares; 2023Q4: 1,925 shares; 2024Q1: 1,804 shares; 2024Q2: 1,757 shares; 2024Q3: 1,757 shares 1,757 $291K 0.06% 0 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,000 shares; 2024Q1: 13,000 shares; 2024Q2: 13,000 shares; 2024Q3: 13,000 shares 13,000 $288K 0.06% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,000 shares; 2023Q1: 6,000 shares; 2023Q2: 6,000 shares; 2023Q3: 6,000 shares; 2023Q4: 6,000 shares; 2024Q1: 6,000 shares; 2024Q2: 6,000 shares; 2024Q3: 6,000 shares 6,000 $278K 0.06% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,900 shares; 2023Q1: 1,900 shares; 2023Q2: 1,900 shares; 2023Q3: 1,900 shares; 2023Q4: 1,900 shares; 2024Q1: 1,900 shares; 2024Q2: 1,900 shares; 2024Q3: 1,900 shares 1,900 $265K 0.06% 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 953 shares; 2023Q3: not reported; 2023Q4: 997 shares; 2024Q1: 1,022 shares; 2024Q2: 953 shares; 2024Q3: 954 shares 954 $261K 0.06% +1 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,280 shares; 2023Q3: 4,280 shares; 2023Q4: 4,280 shares; 2024Q1: 4,430 shares; 2024Q2: 4,170 shares; 2024Q3: 4,025 shares 4,025 $261K 0.06% -145 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 506 shares; 2024Q2: 506 shares; 2024Q3: 511 shares 511 $251K 0.05% +5 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,791 shares; 2023Q1: 3,793 shares; 2023Q2: 3,396 shares; 2023Q3: 3,379 shares; 2023Q4: 3,382 shares; 2024Q1: 3,190 shares; 2024Q2: 3,193 shares; 2024Q3: 2,570 shares 2,570 $251K 0.05% -623 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,808 shares; 2023Q1: 1,764 shares; 2023Q2: 1,547 shares; 2023Q3: not reported; 2023Q4: 1,585 shares; 2024Q1: 1,584 shares; 2024Q2: 1,585 shares; 2024Q3: 1,586 shares 1,586 $247K 0.05% +1 Timeline IHS IHS HOLDING LIMITED More: the full row for IHS HOLDING LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 42,500 shares; 2023Q1: 42,500 shares; 2023Q2: 42,500 shares; 2023Q3: 67,500 shares; 2023Q4: 70,000 shares; 2024Q1: 81,000 shares; 2024Q2: 81,000 shares; 2024Q3: 81,000 shares 81,000 $242K 0.05% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,600 shares; 2024Q1: 1,600 shares; 2024Q2: 1,600 shares; 2024Q3: 1,600 shares 1,600 $237K 0.05% 0 Timeline RPAR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 46,067 shares; 2023Q1: 39,016 shares; 2023Q2: 32,162 shares; 2023Q3: 28,960 shares; 2023Q4: 20,182 shares; 2024Q1: 11,961 shares; 2024Q2: 11,737 shares; 2024Q3: 11,315 shares 11,315 $233K 0.05% -422 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 2,798 shares; 2023Q2: 2,798 shares; 2023Q3: not reported; 2023Q4: 2,798 shares; 2024Q1: 2,798 shares; 2024Q2: 2,740 shares; 2024Q3: 2,740 shares 2,740 $229K 0.05% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,088 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,247 shares 2,247 $228K 0.05% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,400 shares; 2024Q2: 1,400 shares; 2024Q3: 1,400 shares 1,400 $227K 0.05% 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,889 shares; 2024Q3: 7,889 shares 7,889 $224K 0.05% 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,319 shares; 2024Q2: 5,319 shares; 2024Q3: 5,319 shares 5,319 $223K 0.05% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,806 shares; 2023Q1: 3,806 shares; 2023Q2: 3,806 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,386 shares 2,386 $215K 0.05% new Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $212K 0.05% 0 Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,100 shares; 2023Q1: 5,100 shares; 2023Q2: 5,100 shares; 2023Q3: 5,100 shares; 2023Q4: 7,601 shares; 2024Q1: 7,601 shares; 2024Q2: 7,602 shares; 2024Q3: 7,603 shares 7,603 $211K 0.05% +1 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,912 shares; 2023Q1: 8,912 shares; 2023Q2: 8,912 shares; 2023Q3: 8,921 shares; 2023Q4: 8,930 shares; 2024Q1: 8,939 shares; 2024Q2: 8,721 shares; 2024Q3: 8,732 shares 8,732 $209K 0.05% +11 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 542 shares 542 $208K 0.05% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,795 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,042 shares 4,042 $206K 0.04% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,857 shares; 2024Q2: 1,949 shares; 2024Q3: 1,975 shares 1,975 $205K 0.04% +26 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,742 shares 5,742 $203K 0.04% new Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 35,217 shares; 2023Q1: 37,451 shares; 2023Q2: 37,451 shares; 2023Q3: 20,332 shares; 2023Q4: 20,332 shares; 2024Q1: 20,332 shares; 2024Q2: 20,332 shares; 2024Q3: 20,461 shares 20,461 $181K 0.04% +129 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 37,600 shares; 2023Q1: 37,600 shares; 2023Q2: 21,850 shares; 2023Q3: 21,850 shares; 2023Q4: 21,850 shares; 2024Q1: 15,590 shares; 2024Q2: 10,350 shares; 2024Q3: 11,100 shares 11,100 $156K 0.03% +750 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,000 shares 10,000 $136K 0.03% new 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; 2022Q4: 14,242 shares; 2023Q1: not reported; 2023Q2: 12,809 shares; 2023Q3: 12,823 shares; 2023Q4: 12,838 shares; 2024Q1: 12,851 shares; 2024Q2: 11,895 shares; 2024Q3: 11,810 shares 11,810 $125K 0.03% -85 Timeline IMUX IMMUNIC INC More: the full row for IMMUNIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 29,829 shares; 2024Q1: 29,829 shares; 2024Q2: 29,829 shares; 2024Q3: 29,829 shares 29,829 $49.2K 0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,000 shares; 2024Q1: 15,000 shares; 2024Q2: 15,000 shares; 2024Q3: 15,000 shares 15,000 $46.8K 0.01% 0 Timeline AKTSQ Akoustis Technologies Inc More: the full row for Akoustis Technologies Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11,226 shares; 2024Q1: 11,726 shares; 2024Q2: 19,226 shares; 2024Q3: 19,226 shares 19,226 $1.72K <0.01% 0 Timeline