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: 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 171,382 $85.7M 19.58% -1,985 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; 2022Q3: restricted; 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 288,074 $22.4M 5.12% -264 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; 2022Q3: restricted; 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 393,936 $21.6M 4.93% -4,602 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: 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 336,948 $19.8M 4.51% +2,784 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; 2022Q3: restricted; 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 180,308 $11.3M 2.58% +2,385 Timeline XT 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: 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 190,475 $11.2M 2.56% -827 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 226,722 shares; 2024Q2: 229,439 shares 229,439 $11M 2.52% +2,717 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 312,616 shares; 2024Q2: 313,620 shares 313,620 $9.57M 2.19% +1,004 Timeline XSOE 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: 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 298,035 $9.13M 2.09% +6,782 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; 2022Q3: restricted; 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 159,685 $9.01M 2.06% +1,740 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: 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 39,542 $8.33M 1.9% +286 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; 2022Q3: restricted; 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 274,592 $8.16M 1.86% +6,956 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: 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 15,738 $7.03M 1.61% +315 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; 2022Q3: restricted; 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 121,214 $6.6M 1.51% -1,607 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: 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 42,394 $5.24M 1.2% +38,700 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: 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 5,031 $4.56M 1.04% +182 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: 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 7,703 $3.92M 0.9% +513 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: 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 20,940 $3.84M 0.88% +680 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: 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 14,503 $3.81M 0.87% +458 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; 2022Q3: restricted; 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 47,962 $3.58M 0.82% 0 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; 2022Q3: restricted; 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 39,050 $3.53M 0.81% 0 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; 2022Q3: restricted; 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 37,026 $3.37M 0.77% -163 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: 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 2,083 $3.34M 0.76% +98 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: 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 16,937 $3.27M 0.75% +36 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: 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 9,465 $3.26M 0.74% +379 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: 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 18,248 $3.13M 0.72% +757 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: 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 53,075 $3.11M 0.71% +35 Timeline DGRW 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: 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 38,438 $3M 0.69% 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; 2022Q3: restricted; 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 11,664 $2.97M 0.68% +1,091 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; 2022Q3: restricted; 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 17,466 $2.88M 0.66% +772 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 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 9,179 $2.87M 0.66% -23 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: 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 6,334 $2.79M 0.64% +283 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; 2022Q3: restricted; 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 24,436 $2.75M 0.63% +91 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: 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 50,504 $2.7M 0.62% 0 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; 2022Q3: restricted; 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 57,939 $2.67M 0.61% -2,149 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: 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 15,951 $2.63M 0.6% +352 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: 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 3,083 $2.62M 0.6% +151 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: 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 10,731 $2.6M 0.59% +2 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; 2022Q3: restricted; 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 89,500 $2.59M 0.59% +1,220 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: 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 22,388 $2.56M 0.59% +2,210 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: 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 24,068 $2.46M 0.56% +8 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: 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 16,261 $2.38M 0.54% +3,034 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: 5,752 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,077 shares; 2024Q2: 11,717 shares 11,717 $2.33M 0.53% +640 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: 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 35,896 $2.28M 0.52% +3,182 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: 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 46,933 $2.23M 0.51% +2,891 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: 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 25,416 $2.13M 0.49% -152 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,964 shares; 2023Q4: 7,738 shares; 2024Q1: 8,273 shares; 2024Q2: 8,749 shares 8,749 $2.09M 0.48% +476 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: 1,807 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,109 shares; 2024Q2: 4,439 shares 4,439 $2.07M 0.47% +330 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: 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 3,958 $2M 0.46% +50 Timeline ILCG 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: 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 24,022 $1.96M 0.45% +25 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; 2022Q3: restricted; 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 15,783 $1.95M 0.45% -1,749 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: 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 10,351 $1.88M 0.43% +2,445 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: 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 11,868 $1.86M 0.42% +447 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: 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 9,335 $1.82M 0.41% +598 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 39,479 shares; 2024Q2: 43,297 shares 43,297 $1.7M 0.39% +3,818 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: 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 7,715 $1.68M 0.38% 0 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: 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 3,050 $1.67M 0.38% +8 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17,885 shares; 2024Q2: 21,395 shares 21,395 $1.61M 0.37% +3,510 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; 2022Q3: restricted; 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 4,858 $1.61M 0.37% +2 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: 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 14,702 $1.57M 0.36% 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: 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 26,405 $1.56M 0.36% +4,003 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: 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 3,645 $1.48M 0.34% +127 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 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 29,012 $1.48M 0.34% +549 Timeline DON 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: 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 30,761 $1.44M 0.33% -1,426 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; 2022Q3: restricted; 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 45,614 $1.39M 0.32% -419 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: 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 12,873 $1.37M 0.31% -959 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; 2022Q3: restricted; 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 135,110 $1.37M 0.31% +3,805 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: 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 26,781 $1.32M 0.3% -1 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: 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 22,924 $1.31M 0.3% -805 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; 2022Q3: restricted; 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 17,927 $1.3M 0.3% +12,734 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: 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 26,882 $1.28M 0.29% -13 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; 2022Q3: restricted; 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 41,194 $1.19M 0.27% -370 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: 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 3,117 $1.16M 0.27% +3 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: 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 4,941 $1.12M 0.26% -16 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: 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 17,580 $1.12M 0.25% +401 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: 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 68,589 $1.11M 0.25% +712 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: 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 7,868 $974K 0.22% -2,451 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: 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 13,355 $970K 0.22% 0 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: 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 6,006 $941K 0.22% +5 Timeline ILCV 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: 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 12,160 $928K 0.21% +55 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: 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 9,005 $894K 0.2% -150 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; 2022Q3: restricted; 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 12,953 $854K 0.2% +91 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: 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 27,343 $847K 0.19% +1,601 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; 2022Q3: restricted; 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 23,413 $830K 0.19% -5,168 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; 2022Q3: restricted; 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 19,992 $822K 0.19% +37 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; 2022Q3: restricted; 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 37,520 $818K 0.19% -5,992 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: 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 12,034 $815K 0.19% +7 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 30,885 shares; 2024Q1: 31,495 shares; 2024Q2: 32,972 shares 32,972 $792K 0.18% +1,477 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: 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 7,077 $781K 0.18% 0 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; 2022Q3: restricted; 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 19,233 $781K 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; 2022Q3: restricted; 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 23,130 $772K 0.18% 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; 2022Q3: restricted; 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 19,382 $771K 0.18% -1,277 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: 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 1,336 $771K 0.18% -46 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: 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 6,936 $721K 0.16% -1,375 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: 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 25,443 $712K 0.16% +901 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: 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 4,984 $704K 0.16% +15 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; 2022Q3: restricted; 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 15,500 $689K 0.16% 0 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: 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 5,954 $685K 0.16% -357 Timeline 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: 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 12,662 $683K 0.16% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 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 8,527 $671K 0.15% 0 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 17,000 shares; 2024Q1: 17,500 shares; 2024Q2: 17,500 shares 17,500 $668K 0.15% 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; 2022Q3: restricted; 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 16,035 $665K 0.15% -280 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: 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 1,943 $661K 0.15% 0 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: 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 3,241 $656K 0.15% -136 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,291 shares; 2023Q4: 3,291 shares; 2024Q1: 3,280 shares; 2024Q2: 3,280 shares 3,280 $638K 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; 2022Q3: restricted; 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 8,680 $622K 0.14% -200 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 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 14,793 $587K 0.13% -134 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: 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 4,959 $586K 0.13% 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: 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 867 $585K 0.13% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 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 9,035 $569K 0.13% 0 Timeline EES 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: 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 12,000 $566K 0.13% 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; 2022Q3: restricted; 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 2,659 $560K 0.13% -308 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; 2022Q3: restricted; 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 4,030 $558K 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; 2022Q3: restricted; 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 9,755 $545K 0.12% 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; 2022Q3: restricted; 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 3,139 $543K 0.12% +40 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: 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 1,628 $542K 0.12% +2 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: 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 1,810 $533K 0.12% -50 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 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 4,655 $523K 0.12% +500 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: 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 4,156 $515K 0.12% +1 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: 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 2,109 $510K 0.12% -80 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: 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 12,254 $505K 0.12% -175 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: 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 10,730 $499K 0.11% -1,885 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; 2022Q3: restricted; 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 8,490 $468K 0.11% 0 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; 2022Q3: restricted; 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 9,548 $465K 0.11% -355 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: 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 2,750 $464K 0.11% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,161 shares; 2024Q2: 1,196 shares 1,196 $458K 0.1% +35 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: 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 2,100 $448K 0.1% +1 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: 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 2,068 $442K 0.1% +4 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,895 shares; 2024Q1: 11,895 shares; 2024Q2: 11,895 shares 11,895 $437K 0.1% 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; 2022Q3: restricted; 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 6,876 $432K 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; 2022Q3: restricted; 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 6,500 $423K 0.1% -7,500 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: 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 9,000 $422K 0.1% 0 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; 2022Q3: restricted; 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 18,919 $398K 0.09% -1,865 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: 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 3,560 $392K 0.09% 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; 2022Q3: restricted; 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 8,834 $389K 0.09% 0 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: 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 6,452 $383K 0.09% -197 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; 2022Q3: restricted; 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 7,500 $383K 0.09% 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; 2022Q3: restricted; 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 8,749 $377K 0.09% -4,235 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; 2022Q3: restricted; 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 16,000 $376K 0.09% -500 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; 2022Q3: restricted; 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 5,217 $376K 0.09% -10 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: 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 2,315 $369K 0.08% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 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 10,084 $364K 0.08% +1 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 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 5,611 $362K 0.08% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,000 shares; 2024Q1: 10,027 shares; 2024Q2: 10,027 shares 10,027 $357K 0.08% 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; 2022Q3: restricted; 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 15,000 $357K 0.08% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,600 shares 3,600 $352K 0.08% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,500 shares; 2024Q1: 3,500 shares; 2024Q2: 3,500 shares 3,500 $349K 0.08% 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; 2022Q3: restricted; 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 1,160 $348K 0.08% 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; 2022Q3: restricted; 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 3,429 $347K 0.08% +6 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 6,325 shares; 2023Q1: 6,325 shares; 2023Q2: 8,075 shares; 2023Q3: 8,000 shares; 2023Q4: 6,750 shares; 2024Q1: 6,750 shares; 2024Q2: 6,750 shares 6,750 $344K 0.08% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,275 shares; 2024Q2: 9,275 shares 9,275 $339K 0.08% 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 306 shares; 2024Q1: 306 shares; 2024Q2: 316 shares 316 $337K 0.08% +10 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: 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 2,034 $326K 0.07% -312 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: 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 1,757 $320K 0.07% -47 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; 2022Q3: restricted; 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 5,579 $319K 0.07% 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,200 shares; 2024Q1: 10,200 shares; 2024Q2: 10,200 shares 10,200 $317K 0.07% 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 23,950 shares; 2024Q2: 17,800 shares 17,800 $310K 0.07% -6,150 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: 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 4,170 $307K 0.07% -260 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; 2022Q3: restricted; 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 5,263 $306K 0.07% +42 Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 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 7,602 $304K 0.07% +1 Timeline IXJ 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: 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 3,250 $302K 0.07% -730 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 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 4,790 $301K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 561 shares; 2023Q2: 579 shares; 2023Q3: 583 shares; 2023Q4: 597 shares; 2024Q1: 553 shares; 2024Q2: 553 shares 553 $301K 0.07% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 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 4,048 $292K 0.07% -160 Timeline IYE 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: 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 6,000 $288K 0.07% 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,442 shares 5,442 $288K 0.07% new Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,000 shares; 2024Q1: 13,000 shares; 2024Q2: 13,000 shares 13,000 $285K 0.07% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares 1,000 $280K 0.06% 0 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; 2022Q3: restricted; 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 81,000 $259K 0.06% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,857 shares; 2024Q2: 1,949 shares 1,949 $256K 0.06% +92 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; 2022Q3: restricted; 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 1,900 $252K 0.06% 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: 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 3,193 $249K 0.06% +3 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: not reported; 2023Q1: not reported; 2023Q2: 953 shares; 2023Q3: not reported; 2023Q4: 997 shares; 2024Q1: 1,022 shares; 2024Q2: 953 shares 953 $245K 0.06% -69 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: 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 1,208 $239K 0.05% -384 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: 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 1,585 $235K 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; 2022Q3: restricted; 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 8,721 $233K 0.05% -218 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; 2022Q3: restricted; 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 20,332 $231K 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 506 shares; 2024Q2: 506 shares 506 $225K 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; 2022Q3: restricted; 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 11,737 $224K 0.05% -224 Timeline HTEC EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,030 shares; 2023Q4: 8,030 shares; 2024Q1: 8,030 shares; 2024Q2: 8,030 shares 8,030 $219K 0.05% 0 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: 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 2,740 $215K 0.05% -58 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,400 shares; 2024Q2: 1,400 shares 1,400 $213K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,889 shares 7,889 $210K 0.05% new 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; 2022Q3: restricted; 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 10,350 $205K 0.05% -5,240 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,319 shares; 2024Q2: 5,319 shares 5,319 $202K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,600 shares; 2024Q1: 1,600 shares; 2024Q2: 1,600 shares 1,600 $202K 0.05% 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; 2022Q3: restricted; 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 4,915 $200K 0.05% +140 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: 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 11,895 $149K 0.03% -956 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,000 shares; 2024Q1: 15,000 shares; 2024Q2: 15,000 shares 15,000 $41K 0.01% 0 Timeline IMUX IMMUNIC INC More: the full row for IMMUNIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 29,829 shares; 2024Q1: 29,829 shares; 2024Q2: 29,829 shares 29,829 $33.1K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11,226 shares; 2024Q1: 11,726 shares; 2024Q2: 19,226 shares 19,226 $2.53K <0.01% +7,500 Timeline