AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 175,910 shares; 2023Q2: 175,705 shares; 2023Q3: 173,882 shares; 2023Q4: 171,498 shares; 2024Q1: 156,039 shares; 2024Q2: 155,991 shares; 2024Q3: 154,655 shares; 2024Q4: 151,096 shares 151,096 $37.8M 5.32% -3,559 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 184,718 shares; 2023Q2: 184,386 shares; 2023Q3: 183,771 shares; 2023Q4: 172,096 shares; 2024Q1: 148,480 shares; 2024Q2: 152,110 shares; 2024Q3: 151,661 shares; 2024Q4: 151,286 shares 151,286 $28.8M 4.05% -375 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 183,336 shares; 2023Q2: 210,526 shares; 2023Q3: 232,778 shares; 2023Q4: 244,045 shares; 2024Q1: 261,140 shares; 2024Q2: 282,896 shares; 2024Q3: 301,837 shares; 2024Q4: 953,822 shares 953,822 $26.1M 3.66% +651,985 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 60,582 shares; 2023Q2: 60,416 shares; 2023Q3: 59,721 shares; 2023Q4: 59,302 shares; 2024Q1: 58,576 shares; 2024Q2: 58,664 shares; 2024Q3: 57,897 shares; 2024Q4: 59,028 shares 59,028 $24.9M 3.5% +1,131 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 103,821 shares; 2023Q2: 104,287 shares; 2023Q3: 101,579 shares; 2023Q4: 104,434 shares; 2024Q1: 100,483 shares; 2024Q2: 98,572 shares; 2024Q3: 100,644 shares; 2024Q4: 101,293 shares 101,293 $22.2M 3.12% +649 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 261,731 shares; 2023Q2: 271,278 shares; 2023Q3: 272,631 shares; 2023Q4: 274,283 shares; 2024Q1: 275,640 shares; 2024Q2: 276,848 shares; 2024Q3: 274,155 shares; 2024Q4: 799,605 shares 799,605 $18.2M 2.55% +525,450 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,742 shares; 2023Q2: 15,544 shares; 2023Q3: 14,587 shares; 2023Q4: 14,575 shares; 2024Q1: 14,608 shares; 2024Q2: 135,741 shares; 2024Q3: 136,451 shares; 2024Q4: 134,077 shares 134,077 $18M 2.53% -2,374 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,022 shares; 2023Q2: 31,688 shares; 2023Q3: 68,801 shares; 2023Q4: 113,895 shares; 2024Q1: 122,149 shares; 2024Q2: 132,474 shares; 2024Q3: 160,391 shares; 2024Q4: 163,037 shares 163,037 $17.1M 2.4% +2,646 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 60,242 shares; 2023Q2: 61,515 shares; 2023Q3: 62,181 shares; 2023Q4: 58,030 shares; 2024Q1: 58,683 shares; 2024Q2: 57,820 shares; 2024Q3: 57,851 shares; 2024Q4: 58,169 shares 58,169 $10.3M 1.45% +318 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 60,984 shares; 2023Q2: 60,122 shares; 2023Q3: 58,218 shares; 2023Q4: 59,125 shares; 2024Q1: 58,785 shares; 2024Q2: 57,299 shares; 2024Q3: 57,365 shares; 2024Q4: 51,267 shares 51,267 $9.7M 1.36% -6,098 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 51,802 shares; 2023Q2: 42,903 shares; 2023Q3: 43,239 shares; 2023Q4: 41,797 shares; 2024Q1: 39,243 shares; 2024Q2: 40,355 shares; 2024Q3: 38,318 shares; 2024Q4: 39,950 shares 39,950 $9.29M 1.31% +1,632 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 41,263 shares; 2023Q2: 41,818 shares; 2023Q3: 41,017 shares; 2023Q4: 40,903 shares; 2024Q1: 39,650 shares; 2024Q2: 39,717 shares; 2024Q3: 39,233 shares; 2024Q4: 39,551 shares 39,551 $8.93M 1.26% +318 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 24,457 shares; 2023Q2: 25,974 shares; 2023Q3: 25,928 shares; 2023Q4: 26,088 shares; 2024Q1: 25,869 shares; 2024Q2: 26,259 shares; 2024Q3: 35,746 shares; 2024Q4: 36,756 shares 36,756 $8.81M 1.24% +1,010 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,509 shares; 2023Q3: 2,763 shares; 2023Q4: 2,566 shares; 2024Q1: 33,121 shares; 2024Q2: 40,173 shares; 2024Q3: 69,685 shares; 2024Q4: 79,920 shares 79,920 $8.68M 1.22% +10,235 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,712 shares; 2023Q2: 8,032 shares; 2023Q3: 10,614 shares; 2023Q4: 10,773 shares; 2024Q1: 68,477 shares; 2024Q2: 87,881 shares; 2024Q3: 129,040 shares; 2024Q4: 172,066 shares 172,066 $8.32M 1.17% +43,026 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 56,297 shares; 2023Q2: 62,065 shares; 2023Q3: 62,211 shares; 2023Q4: 66,848 shares; 2024Q1: 68,715 shares; 2024Q2: 53,754 shares; 2024Q3: 48,364 shares; 2024Q4: 57,682 shares 57,682 $7.94M 1.11% +9,318 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 87,326 shares; 2023Q2: 88,836 shares; 2023Q3: 89,698 shares; 2023Q4: 93,112 shares; 2024Q1: 96,871 shares; 2024Q2: 96,627 shares; 2024Q3: 104,098 shares; 2024Q4: 111,565 shares 111,565 $7.93M 1.11% +7,467 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,086 shares; 2023Q2: 13,618 shares; 2023Q3: 12,908 shares; 2023Q4: 12,486 shares; 2024Q1: 11,631 shares; 2024Q2: 11,297 shares; 2024Q3: 11,253 shares; 2024Q4: 12,793 shares 12,793 $7.49M 1.05% +1,540 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 34,665 shares; 2023Q4: 34,726 shares; 2024Q1: 62,154 shares; 2024Q2: 62,053 shares; 2024Q3: 61,757 shares; 2024Q4: 61,701 shares 61,701 $6.81M 0.96% -56 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 94,080 shares; 2023Q2: 94,974 shares; 2023Q3: 94,589 shares; 2023Q4: 99,680 shares; 2024Q1: 107,380 shares; 2024Q2: 110,279 shares; 2024Q3: 110,399 shares; 2024Q4: 109,991 shares 109,991 $6.75M 0.95% -408 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,959 shares; 2023Q2: 3,364 shares; 2023Q3: 3,604 shares; 2023Q4: 3,948 shares; 2024Q1: 4,416 shares; 2024Q2: 4,899 shares; 2024Q3: 13,690 shares; 2024Q4: 13,725 shares 13,725 $6.67M 0.94% +35 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 127,025 shares; 2023Q2: 133,406 shares; 2023Q3: 134,638 shares; 2023Q4: 138,415 shares; 2024Q1: 145,665 shares; 2024Q2: 143,657 shares; 2024Q3: 149,755 shares; 2024Q4: 115,446 shares 115,446 $6.63M 0.93% -34,309 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 36,421 shares; 2023Q2: 36,519 shares; 2023Q3: 36,077 shares; 2023Q4: 36,777 shares; 2024Q1: 55,469 shares; 2024Q2: 46,699 shares; 2024Q3: 46,994 shares; 2024Q4: 45,697 shares 45,697 $6.61M 0.93% -1,297 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 21,790 shares; 2023Q3: 22,246 shares; 2023Q4: 22,319 shares; 2024Q1: 35,867 shares; 2024Q2: 39,122 shares; 2024Q3: 37,183 shares; 2024Q4: 37,239 shares 37,239 $6.07M 0.85% +56 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 18,921 shares; 2023Q2: 19,052 shares; 2023Q3: 19,526 shares; 2023Q4: 19,516 shares; 2024Q1: 60,330 shares; 2024Q2: 73,910 shares; 2024Q3: 72,395 shares; 2024Q4: 66,708 shares 66,708 $6.03M 0.85% -5,687 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 49,713 shares; 2023Q2: 53,519 shares; 2023Q3: 57,391 shares; 2023Q4: 63,739 shares; 2024Q1: 93,296 shares; 2024Q2: 100,691 shares; 2024Q3: 100,798 shares; 2024Q4: 104,380 shares 104,380 $6M 0.84% +3,582 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; 2023Q1: 30,325 shares; 2023Q2: 30,324 shares; 2023Q3: 30,329 shares; 2023Q4: 30,149 shares; 2024Q1: 30,159 shares; 2024Q2: 30,149 shares; 2024Q3: 30,149 shares; 2024Q4: 30,177 shares 30,177 $5.38M 0.76% +28 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 85,959 shares; 2023Q2: 150,628 shares; 2023Q3: 157,410 shares; 2023Q4: 133,372 shares; 2024Q1: 138,723 shares; 2024Q2: 103,286 shares; 2024Q3: 191,544 shares; 2024Q4: 200,195 shares 200,195 $5.31M 0.75% +8,651 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 41,508 shares; 2023Q2: 50,825 shares; 2023Q3: 57,969 shares; 2023Q4: 77,259 shares; 2024Q1: 96,445 shares; 2024Q2: 110,765 shares; 2024Q3: 131,534 shares; 2024Q4: 141,513 shares 141,513 $5.25M 0.74% +9,979 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 26,231 shares; 2023Q2: 25,862 shares; 2023Q3: 25,804 shares; 2023Q4: 34,540 shares; 2024Q1: 56,287 shares; 2024Q2: 56,027 shares; 2024Q3: 57,986 shares; 2024Q4: 62,092 shares 62,092 $5.23M 0.73% +4,106 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 35,051 shares; 2023Q2: 37,021 shares; 2023Q3: 36,586 shares; 2023Q4: 37,721 shares; 2024Q1: 38,671 shares; 2024Q2: 40,291 shares; 2024Q3: 40,631 shares; 2024Q4: 41,289 shares 41,289 $4.77M 0.67% +658 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,936 shares; 2023Q2: 11,013 shares; 2023Q3: 12,963 shares; 2023Q4: 12,772 shares; 2024Q1: 23,283 shares; 2024Q2: 23,869 shares; 2024Q3: 23,487 shares; 2024Q4: 21,572 shares 21,572 $4.76M 0.67% -1,915 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 35,432 shares; 2023Q2: 35,692 shares; 2023Q3: 35,916 shares; 2023Q4: 35,887 shares; 2024Q1: 40,372 shares; 2024Q2: 43,207 shares; 2024Q3: 43,492 shares; 2024Q4: 43,165 shares 43,165 $4.64M 0.65% -327 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,762 shares; 2023Q2: 10,758 shares; 2023Q3: 12,962 shares; 2023Q4: 13,386 shares; 2024Q1: 15,955 shares; 2024Q2: 17,170 shares; 2024Q3: 17,287 shares; 2024Q4: 17,576 shares 17,576 $4.64M 0.65% +289 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 33,140 shares; 2023Q2: 33,334 shares; 2023Q3: 34,584 shares; 2023Q4: 37,374 shares; 2024Q1: 38,547 shares; 2024Q2: 38,566 shares; 2024Q3: 38,752 shares; 2024Q4: 39,517 shares 39,517 $4.57M 0.64% +765 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,846 shares; 2023Q2: 9,275 shares; 2023Q3: 9,453 shares; 2023Q4: 9,840 shares; 2024Q1: 10,335 shares; 2024Q2: 10,879 shares; 2024Q3: 10,966 shares; 2024Q4: 11,338 shares 11,338 $4.41M 0.62% +372 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,688 shares; 2023Q2: 7,740 shares; 2023Q3: 7,736 shares; 2023Q4: 7,627 shares; 2024Q1: 7,836 shares; 2024Q2: 9,912 shares; 2024Q3: 9,813 shares; 2024Q4: 9,560 shares 9,560 $4.33M 0.61% -253 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,874 shares; 2023Q2: 8,079 shares; 2023Q3: 8,048 shares; 2023Q4: 8,049 shares; 2024Q1: 8,005 shares; 2024Q2: 8,078 shares; 2024Q3: 8,144 shares; 2024Q4: 8,101 shares 8,101 $4.27M 0.6% -43 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,322 shares; 2023Q2: 18,301 shares; 2023Q3: 18,375 shares; 2023Q4: 17,568 shares; 2024Q1: 17,874 shares; 2024Q2: 18,357 shares; 2024Q3: 19,675 shares; 2024Q4: 18,904 shares 18,904 $4.24M 0.6% -771 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 62,813 shares; 2023Q2: 55,032 shares; 2023Q3: 55,417 shares; 2023Q4: 61,060 shares; 2024Q1: 59,256 shares; 2024Q2: 58,636 shares; 2024Q3: 40,262 shares; 2024Q4: 42,194 shares 42,194 $4.08M 0.57% +1,932 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 70,881 shares; 2023Q2: 71,045 shares; 2023Q3: 73,193 shares; 2023Q4: 73,623 shares; 2024Q1: 74,045 shares; 2024Q2: 72,945 shares; 2024Q3: 38,818 shares; 2024Q4: 40,710 shares 40,710 $4.05M 0.57% +1,892 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 160,268 shares; 2024Q3: 161,418 shares; 2024Q4: 159,793 shares 159,793 $3.98M 0.56% -1,625 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 55,221 shares; 2024Q1: 58,819 shares; 2024Q2: 60,516 shares; 2024Q3: 61,098 shares; 2024Q4: 62,389 shares 62,389 $3.95M 0.56% +1,291 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,714 shares; 2023Q2: 5,536 shares; 2023Q3: 5,725 shares; 2023Q4: 5,756 shares; 2024Q1: 5,498 shares; 2024Q2: 5,558 shares; 2024Q3: 5,714 shares; 2024Q4: 6,717 shares 6,717 $3.94M 0.55% +1,003 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 52,149 shares; 2023Q2: 56,732 shares; 2023Q3: 57,491 shares; 2023Q4: 61,912 shares; 2024Q1: 33,299 shares; 2024Q2: 32,375 shares; 2024Q3: 42,384 shares; 2024Q4: 49,958 shares 49,958 $3.93M 0.55% +7,574 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100,107 shares; 2024Q3: 175,440 shares; 2024Q4: 200,081 shares 200,081 $3.9M 0.55% +24,641 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 43,703 shares; 2023Q2: 45,266 shares; 2023Q3: 42,307 shares; 2023Q4: 38,016 shares; 2024Q1: 38,008 shares; 2024Q2: 37,804 shares; 2024Q3: 37,799 shares; 2024Q4: 76,359 shares 76,359 $3.78M 0.53% +38,560 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,856 shares; 2023Q2: 5,534 shares; 2023Q3: 5,549 shares; 2023Q4: 5,708 shares; 2024Q1: 5,886 shares; 2024Q2: 5,749 shares; 2024Q3: 43,606 shares; 2024Q4: 40,719 shares 40,719 $3.76M 0.53% -2,887 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,022 shares; 2024Q2: 10,117 shares; 2024Q3: 10,127 shares; 2024Q4: 20,382 shares 20,382 $3.71M 0.52% +10,255 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 48,393 shares; 2023Q2: 53,461 shares; 2023Q3: 53,740 shares; 2023Q4: 38,394 shares; 2024Q1: 39,506 shares; 2024Q2: 43,699 shares; 2024Q3: 43,763 shares; 2024Q4: 45,962 shares 45,962 $3.67M 0.52% +2,199 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 21,601 shares; 2024Q2: 22,306 shares; 2024Q3: 22,788 shares; 2024Q4: 46,636 shares 46,636 $3.64M 0.51% +23,848 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 17,273 shares; 2023Q2: 18,546 shares; 2023Q3: 19,643 shares; 2023Q4: 23,859 shares; 2024Q1: 26,665 shares; 2024Q2: 28,437 shares; 2024Q3: 30,716 shares; 2024Q4: 31,014 shares 31,014 $3.57M 0.5% +298 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 99,167 shares; 2024Q4: 136,566 shares 136,566 $3.54M 0.5% +37,399 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 30,668 shares; 2023Q3: 30,723 shares; 2023Q4: 30,371 shares; 2024Q1: 29,863 shares; 2024Q2: 29,586 shares; 2024Q3: 29,555 shares; 2024Q4: 29,611 shares 29,611 $3.51M 0.49% +56 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,296 shares; 2023Q2: 2,202 shares; 2023Q3: 1,994 shares; 2023Q4: 1,879 shares; 2024Q1: 1,873 shares; 2024Q2: 1,815 shares; 2024Q3: 16,338 shares; 2024Q4: 14,883 shares 14,883 $3.45M 0.48% -1,455 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 9,655 shares; 2023Q3: 18,149 shares; 2023Q4: 33,371 shares; 2024Q1: 44,663 shares; 2024Q2: 46,052 shares; 2024Q3: 47,017 shares; 2024Q4: 35,805 shares 35,805 $3.31M 0.47% -11,212 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 24,875 shares; 2023Q2: 24,873 shares; 2023Q3: 24,907 shares; 2023Q4: 24,730 shares; 2024Q1: 24,659 shares; 2024Q2: 24,649 shares; 2024Q3: 24,602 shares; 2024Q4: 24,660 shares 24,660 $3.3M 0.46% +58 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,831 shares; 2023Q2: 11,889 shares; 2023Q3: 11,839 shares; 2023Q4: 11,710 shares; 2024Q1: 11,740 shares; 2024Q2: 11,752 shares; 2024Q3: 11,735 shares; 2024Q4: 11,694 shares 11,694 $3.29M 0.46% -41 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,034 shares; 2023Q2: 1,360 shares; 2023Q3: 1,364 shares; 2023Q4: 1,277 shares; 2024Q1: 1,301 shares; 2024Q2: 5,144 shares; 2024Q3: 5,178 shares; 2024Q4: 5,569 shares 5,569 $3.19M 0.45% +391 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 61,101 shares; 2023Q2: 61,468 shares; 2023Q3: 26,029 shares; 2023Q4: 24,957 shares; 2024Q1: 24,564 shares; 2024Q2: 19,703 shares; 2024Q3: 19,798 shares; 2024Q4: 20,358 shares 20,358 $3.13M 0.44% +560 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 40,532 shares; 2023Q2: 41,032 shares; 2023Q3: 40,144 shares; 2023Q4: 33,208 shares; 2024Q1: 30,911 shares; 2024Q2: 29,129 shares; 2024Q3: 27,265 shares; 2024Q4: 27,975 shares 27,975 $2.98M 0.42% +710 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,404 shares; 2023Q2: 3,333 shares; 2023Q3: 6,696 shares; 2023Q4: 6,589 shares; 2024Q1: 6,604 shares; 2024Q2: 6,620 shares; 2024Q3: 6,590 shares; 2024Q4: 15,155 shares 15,155 $2.84M 0.4% +8,565 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 18,170 shares; 2023Q2: 17,968 shares; 2023Q3: 17,950 shares; 2023Q4: 17,677 shares; 2024Q1: 16,909 shares; 2024Q2: 15,901 shares; 2024Q3: 15,837 shares; 2024Q4: 15,896 shares 15,896 $2.74M 0.39% +59 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 21,866 shares; 2023Q2: 21,710 shares; 2023Q3: 21,365 shares; 2023Q4: 20,807 shares; 2024Q1: 20,780 shares; 2024Q2: 20,731 shares; 2024Q3: 19,940 shares; 2024Q4: 18,946 shares 18,946 $2.71M 0.38% -994 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,547 shares; 2023Q2: 8,531 shares; 2023Q3: 7,903 shares; 2023Q4: 8,036 shares; 2024Q1: 7,975 shares; 2024Q2: 7,510 shares; 2024Q3: 7,934 shares; 2024Q4: 8,092 shares 8,092 $2.71M 0.38% +158 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,153 shares; 2023Q2: 20,554 shares; 2023Q3: 20,871 shares; 2023Q4: 21,247 shares; 2024Q1: 21,906 shares; 2024Q2: 23,310 shares; 2024Q3: 23,308 shares; 2024Q4: 23,693 shares 23,693 $2.68M 0.38% +385 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 29,403 shares; 2023Q2: 31,841 shares; 2023Q3: 31,401 shares; 2023Q4: 36,299 shares; 2024Q1: 35,003 shares; 2024Q2: 36,509 shares; 2024Q3: 36,350 shares; 2024Q4: 29,061 shares 29,061 $2.54M 0.36% -7,289 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,905 shares; 2023Q2: 7,152 shares; 2023Q3: 9,500 shares; 2023Q4: 38,359 shares; 2024Q1: 39,891 shares; 2024Q2: 39,323 shares; 2024Q3: 39,024 shares; 2024Q4: 38,785 shares 38,785 $2.53M 0.36% -239 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,731 shares; 2023Q2: 8,999 shares; 2023Q3: 8,981 shares; 2023Q4: 8,818 shares; 2024Q1: 8,530 shares; 2024Q2: 8,546 shares; 2024Q3: 8,541 shares; 2024Q4: 8,531 shares 8,531 $2.47M 0.35% -10 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 781 shares; 2024Q2: not reported; 2024Q3: 788 shares; 2024Q4: 8,834 shares 8,834 $2.44M 0.34% +8,046 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,849 shares; 2023Q2: 21,796 shares; 2023Q3: 21,022 shares; 2023Q4: 20,747 shares; 2024Q1: 20,654 shares; 2024Q2: 21,163 shares; 2024Q3: 20,819 shares; 2024Q4: 20,025 shares 20,025 $2.42M 0.34% -794 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,367 shares; 2023Q2: 6,192 shares; 2023Q3: 7,285 shares; 2023Q4: 14,774 shares; 2024Q1: 9,453 shares; 2024Q2: 4,845 shares; 2024Q3: 4,775 shares; 2024Q4: 4,733 shares 4,733 $2.39M 0.34% -42 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 7,944 shares; 2023Q3: 7,871 shares; 2023Q4: 3,549 shares; 2024Q1: 3,436 shares; 2024Q2: 3,336 shares; 2024Q3: 3,336 shares; 2024Q4: 3,320 shares 3,320 $2.34M 0.33% -16 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,288 shares; 2023Q2: 7,712 shares; 2023Q3: 7,904 shares; 2023Q4: 7,817 shares; 2024Q1: 8,008 shares; 2024Q2: 8,306 shares; 2024Q3: 8,369 shares; 2024Q4: 8,846 shares 8,846 $2.31M 0.32% +477 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,278 shares; 2023Q2: 3,277 shares; 2023Q3: 3,278 shares; 2023Q4: 3,278 shares; 2024Q1: 3,285 shares; 2024Q2: 4,334 shares; 2024Q3: 4,454 shares; 2024Q4: 4,419 shares 4,419 $2.26M 0.32% -35 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,255 shares; 2023Q2: 3,276 shares; 2023Q3: 3,916 shares; 2023Q4: 4,080 shares; 2024Q1: 3,875 shares; 2024Q2: 4,011 shares; 2024Q3: 3,962 shares; 2024Q4: 4,242 shares 4,242 $2.21M 0.31% +280 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,325 shares; 2023Q2: 5,626 shares; 2023Q3: 5,432 shares; 2023Q4: 5,872 shares; 2024Q1: 6,269 shares; 2024Q2: 5,721 shares; 2024Q3: 5,185 shares; 2024Q4: 5,374 shares 5,374 $2.17M 0.3% +189 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,332 shares; 2023Q2: 7,638 shares; 2023Q3: 7,102 shares; 2023Q4: 6,892 shares; 2024Q1: 6,998 shares; 2024Q2: 6,979 shares; 2024Q3: 6,810 shares; 2024Q4: 6,458 shares 6,458 $2.14M 0.3% -352 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 31,862 shares; 2023Q4: 29,360 shares; 2024Q1: 29,460 shares; 2024Q2: 29,417 shares; 2024Q3: 29,766 shares; 2024Q4: 31,599 shares 31,599 $2.12M 0.3% +1,833 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,311 shares; 2024Q3: 15,256 shares; 2024Q4: 14,652 shares 14,652 $2.11M 0.3% -604 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 66,232 shares; 2023Q2: 68,700 shares; 2023Q3: 69,249 shares; 2023Q4: 46,189 shares; 2024Q1: 45,874 shares; 2024Q2: 43,170 shares; 2024Q3: 40,069 shares; 2024Q4: 78,822 shares 78,822 $2.04M 0.29% +38,753 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,760 shares; 2023Q2: 8,401 shares; 2023Q3: 7,660 shares; 2023Q4: 7,486 shares; 2024Q1: 7,559 shares; 2024Q2: 7,550 shares; 2024Q3: 6,901 shares; 2024Q4: 6,433 shares 6,433 $2.03M 0.29% -468 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,116 shares; 2023Q2: 2,134 shares; 2023Q3: 2,143 shares; 2023Q4: 2,475 shares; 2024Q1: 2,613 shares; 2024Q2: 2,561 shares; 2024Q3: 2,201 shares; 2024Q4: 2,217 shares 2,217 $2.03M 0.29% +16 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,431 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14,700 shares; 2024Q2: 14,757 shares; 2024Q3: 15,074 shares; 2024Q4: 15,411 shares 15,411 $1.99M 0.28% +337 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,685 shares; 2023Q2: 12,495 shares; 2023Q3: 13,021 shares; 2023Q4: 13,353 shares; 2024Q1: 13,391 shares; 2024Q2: 15,295 shares; 2024Q3: 15,499 shares; 2024Q4: 12,895 shares 12,895 $1.96M 0.28% -2,604 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,518 shares; 2024Q4: 16,496 shares 16,496 $1.95M 0.27% -22 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,507 shares; 2023Q2: 1,646 shares; 2023Q3: 5,054 shares; 2023Q4: 5,111 shares; 2024Q1: 26,584 shares; 2024Q2: 27,186 shares; 2024Q3: 29,303 shares; 2024Q4: 30,277 shares 30,277 $1.89M 0.27% +974 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 33,480 shares; 2023Q2: 22,758 shares; 2023Q3: 22,354 shares; 2023Q4: 23,360 shares; 2024Q1: 22,545 shares; 2024Q2: 23,163 shares; 2024Q3: 23,417 shares; 2024Q4: 23,330 shares 23,330 $1.87M 0.26% -87 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,957 shares; 2024Q3: 5,605 shares; 2024Q4: 5,689 shares 5,689 $1.86M 0.26% +84 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,290 shares; 2023Q2: 6,319 shares; 2023Q3: 6,327 shares; 2023Q4: 6,303 shares; 2024Q1: 6,296 shares; 2024Q2: 6,294 shares; 2024Q3: 6,299 shares; 2024Q4: 6,323 shares 6,323 $1.85M 0.26% +24 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 28,068 shares; 2024Q3: 77,125 shares; 2024Q4: 91,817 shares 91,817 $1.85M 0.26% +14,692 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,975 shares; 2023Q2: 12,243 shares; 2023Q3: 12,564 shares; 2023Q4: 12,443 shares; 2024Q1: 12,558 shares; 2024Q2: 12,654 shares; 2024Q3: 5,628 shares; 2024Q4: 5,761 shares 5,761 $1.82M 0.26% +133 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 29,427 shares; 2023Q2: 30,878 shares; 2023Q3: 20,391 shares; 2023Q4: 20,898 shares; 2024Q1: 21,513 shares; 2024Q2: 23,697 shares; 2024Q3: 24,339 shares; 2024Q4: 25,338 shares 25,338 $1.82M 0.26% +999 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,867 shares; 2023Q2: 6,772 shares; 2023Q3: 6,786 shares; 2023Q4: 6,887 shares; 2024Q1: 7,139 shares; 2024Q2: 7,285 shares; 2024Q3: 7,134 shares; 2024Q4: 7,237 shares 7,237 $1.79M 0.25% +103 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 24,399 shares; 2023Q2: 24,976 shares; 2023Q3: 25,518 shares; 2023Q4: 25,553 shares; 2024Q1: 15,960 shares; 2024Q2: 16,112 shares; 2024Q3: 14,643 shares; 2024Q4: 14,831 shares 14,831 $1.78M 0.25% +188 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 52,960 shares; 2023Q2: 45,920 shares; 2023Q3: 45,270 shares; 2023Q4: 19,100 shares; 2024Q1: 19,460 shares; 2024Q2: 19,464 shares; 2024Q3: 19,465 shares; 2024Q4: 19,701 shares 19,701 $1.77M 0.25% +236 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 24,841 shares; 2024Q4: 34,551 shares 34,551 $1.77M 0.25% +9,710 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,660 shares; 2023Q2: 5,686 shares; 2023Q3: 5,724 shares; 2023Q4: 5,767 shares; 2024Q1: 5,803 shares; 2024Q2: 5,813 shares; 2024Q3: 5,807 shares; 2024Q4: 5,961 shares 5,961 $1.77M 0.25% +154 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,866 shares; 2023Q2: 4,845 shares; 2023Q3: 6,232 shares; 2023Q4: 6,242 shares; 2024Q1: 6,240 shares; 2024Q2: 6,235 shares; 2024Q3: 6,228 shares; 2024Q4: 4,771 shares 4,771 $1.76M 0.25% -1,457 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,641 shares 1,641 $1.68M 0.24% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 95,926 shares; 2023Q3: 108,802 shares; 2023Q4: 95,180 shares; 2024Q1: 100,242 shares; 2024Q2: 59,475 shares; 2024Q3: 60,490 shares; 2024Q4: 77,561 shares 77,561 $1.66M 0.23% +17,071 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,089 shares; 2023Q2: 8,866 shares; 2023Q3: 8,561 shares; 2023Q4: 8,621 shares; 2024Q1: 8,561 shares; 2024Q2: 8,591 shares; 2024Q3: 8,884 shares; 2024Q4: 9,052 shares 9,052 $1.64M 0.23% +168 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 44,133 shares; 2023Q2: 42,139 shares; 2023Q3: 41,447 shares; 2023Q4: 37,562 shares; 2024Q1: 36,696 shares; 2024Q2: 36,475 shares; 2024Q3: 36,593 shares; 2024Q4: 37,137 shares 37,137 $1.63M 0.23% +544 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,247 shares; 2023Q2: 6,197 shares; 2023Q3: 5,936 shares; 2023Q4: 5,936 shares; 2024Q1: 5,936 shares; 2024Q2: 5,948 shares; 2024Q3: 5,938 shares; 2024Q4: 6,670 shares 6,670 $1.62M 0.23% +732 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,511 shares; 2023Q2: 9,606 shares; 2023Q3: 9,966 shares; 2023Q4: 10,646 shares; 2024Q1: 12,959 shares; 2024Q2: 13,241 shares; 2024Q3: 13,612 shares; 2024Q4: 11,114 shares 11,114 $1.61M 0.23% -2,498 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 49,543 shares; 2023Q2: 48,735 shares; 2023Q3: 48,504 shares; 2023Q4: 46,858 shares; 2024Q1: 53,742 shares; 2024Q2: 52,617 shares; 2024Q3: 52,446 shares; 2024Q4: 57,624 shares 57,624 $1.57M 0.22% +5,178 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,298 shares; 2023Q2: 11,357 shares; 2023Q3: 20,256 shares; 2023Q4: 18,798 shares; 2024Q1: 18,780 shares; 2024Q2: 18,131 shares; 2024Q3: 16,353 shares; 2024Q4: 17,918 shares 17,918 $1.54M 0.22% +1,565 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 28,710 shares; 2024Q1: 53,020 shares; 2024Q2: 55,166 shares; 2024Q3: 55,931 shares; 2024Q4: 56,058 shares 56,058 $1.53M 0.22% +127 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,328 shares; 2024Q2: 8,366 shares; 2024Q3: 8,733 shares; 2024Q4: 9,170 shares 9,170 $1.53M 0.21% +437 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,273 shares; 2023Q2: 3,695 shares; 2023Q3: 3,521 shares; 2023Q4: 3,646 shares; 2024Q1: 3,724 shares; 2024Q2: 4,015 shares; 2024Q3: 4,140 shares; 2024Q4: 4,324 shares 4,324 $1.52M 0.21% +184 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,305 shares; 2023Q2: 5,482 shares; 2023Q3: 5,482 shares; 2023Q4: 5,483 shares; 2024Q1: 5,383 shares; 2024Q2: 10,786 shares; 2024Q3: 10,719 shares; 2024Q4: 21,478 shares 21,478 $1.49M 0.21% +10,759 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,166 shares; 2023Q2: 1,153 shares; 2023Q3: 1,146 shares; 2023Q4: 1,146 shares; 2024Q1: 1,280 shares; 2024Q2: 3,221 shares; 2024Q3: 3,206 shares; 2024Q4: 3,225 shares 3,225 $1.49M 0.21% +19 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18,131 shares; 2024Q2: 19,959 shares; 2024Q3: 20,638 shares; 2024Q4: 21,355 shares 21,355 $1.47M 0.21% +717 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 34,645 shares; 2024Q3: 21,497 shares; 2024Q4: 22,064 shares 22,064 $1.46M 0.2% +567 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,541 shares; 2023Q2: 3,598 shares; 2023Q3: 3,158 shares; 2023Q4: 3,101 shares; 2024Q1: 3,101 shares; 2024Q2: 2,853 shares; 2024Q3: 10,068 shares; 2024Q4: 11,404 shares 11,404 $1.44M 0.2% +1,336 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,740 shares; 2023Q2: 3,518 shares; 2023Q3: 3,481 shares; 2023Q4: 3,909 shares; 2024Q1: 6,578 shares; 2024Q2: 6,585 shares; 2024Q3: 6,505 shares; 2024Q4: 6,536 shares 6,536 $1.44M 0.2% +31 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,198 shares; 2023Q2: 4,147 shares; 2023Q3: 4,092 shares; 2023Q4: 4,077 shares; 2024Q1: 4,152 shares; 2024Q2: 4,149 shares; 2024Q3: 3,892 shares; 2024Q4: 3,847 shares 3,847 $1.42M 0.2% -45 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,789 shares; 2023Q2: 3,422 shares; 2023Q3: 3,458 shares; 2023Q4: 3,734 shares; 2024Q1: 3,850 shares; 2024Q2: 3,986 shares; 2024Q3: 4,131 shares; 2024Q4: 4,164 shares 4,164 $1.41M 0.2% +33 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,255 shares; 2023Q2: 1,264 shares; 2023Q3: 1,570 shares; 2023Q4: 1,823 shares; 2024Q1: 1,820 shares; 2024Q2: 2,237 shares; 2024Q3: 2,385 shares; 2024Q4: 2,382 shares 2,382 $1.4M 0.2% -3 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,919 shares; 2023Q2: 4,277 shares; 2023Q3: 4,163 shares; 2023Q4: 4,008 shares; 2024Q1: 3,901 shares; 2024Q2: 3,768 shares; 2024Q3: 3,759 shares; 2024Q4: 3,760 shares 3,760 $1.39M 0.2% +1 Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 37,095 shares 37,095 $1.39M 0.19% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,976 shares; 2023Q2: 8,084 shares; 2023Q3: 8,122 shares; 2023Q4: 6,853 shares; 2024Q1: 6,815 shares; 2024Q2: 6,842 shares; 2024Q3: 6,832 shares; 2024Q4: 6,866 shares 6,866 $1.38M 0.19% +34 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,994 shares; 2023Q2: 15,980 shares; 2023Q3: 15,881 shares; 2023Q4: 15,881 shares; 2024Q1: 11,242 shares; 2024Q2: 11,096 shares; 2024Q3: 11,075 shares; 2024Q4: 11,401 shares 11,401 $1.38M 0.19% +326 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 25,030 shares; 2023Q2: 24,900 shares; 2023Q3: 24,937 shares; 2023Q4: 10,269 shares; 2024Q1: 10,223 shares; 2024Q2: 10,229 shares; 2024Q3: 10,337 shares; 2024Q4: 10,101 shares 10,101 $1.33M 0.19% -236 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 26,309 shares; 2023Q2: 28,325 shares; 2023Q3: 24,115 shares; 2023Q4: 29,368 shares; 2024Q1: 30,315 shares; 2024Q2: 31,243 shares; 2024Q3: 32,240 shares; 2024Q4: 33,196 shares 33,196 $1.33M 0.19% +956 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,083 shares; 2023Q2: 19,691 shares; 2023Q3: 19,850 shares; 2023Q4: 20,634 shares; 2024Q1: 21,480 shares; 2024Q2: 20,994 shares; 2024Q3: 21,977 shares; 2024Q4: 24,470 shares 24,470 $1.32M 0.19% +2,493 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,347 shares; 2023Q2: 9,200 shares; 2023Q3: 8,813 shares; 2023Q4: 8,510 shares; 2024Q1: 8,415 shares; 2024Q2: 8,259 shares; 2024Q3: 7,648 shares; 2024Q4: 8,012 shares 8,012 $1.3M 0.18% +364 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 149,954 shares; 2023Q2: 146,156 shares; 2023Q3: 102,272 shares; 2023Q4: 91,118 shares; 2024Q1: 41,390 shares; 2024Q2: 31,739 shares; 2024Q3: 33,176 shares; 2024Q4: 33,890 shares 33,890 $1.29M 0.18% +714 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 14,553 shares; 2023Q2: 14,569 shares; 2023Q3: 16,072 shares; 2023Q4: 15,440 shares; 2024Q1: 15,666 shares; 2024Q2: 15,653 shares; 2024Q3: 15,685 shares; 2024Q4: 15,617 shares 15,617 $1.29M 0.18% -68 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 14,580 shares; 2023Q2: 14,786 shares; 2023Q3: 15,594 shares; 2023Q4: 8,198 shares; 2024Q1: not reported; 2024Q2: 16,668 shares; 2024Q3: 48,086 shares; 2024Q4: 43,770 shares 43,770 $1.27M 0.18% -4,316 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,517 shares; 2023Q2: 4,174 shares; 2023Q3: 4,458 shares; 2023Q4: 4,038 shares; 2024Q1: 4,145 shares; 2024Q2: 4,248 shares; 2024Q3: 4,363 shares; 2024Q4: 4,470 shares 4,470 $1.27M 0.18% +107 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 45,659 shares; 2024Q1: 45,867 shares; 2024Q2: 45,535 shares; 2024Q3: 63,966 shares; 2024Q4: 38,740 shares 38,740 $1.27M 0.18% -25,226 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 34,602 shares; 2023Q2: 35,729 shares; 2023Q3: 35,520 shares; 2023Q4: 31,507 shares; 2024Q1: 19,085 shares; 2024Q2: 20,231 shares; 2024Q3: 20,116 shares; 2024Q4: 21,363 shares 21,363 $1.26M 0.18% +1,247 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,240 shares; 2023Q2: 1,349 shares; 2023Q3: 1,786 shares; 2023Q4: 1,777 shares; 2024Q1: 1,797 shares; 2024Q2: 1,820 shares; 2024Q3: 1,700 shares; 2024Q4: 1,611 shares 1,611 $1.24M 0.17% -89 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 18,030 shares; 2023Q2: 15,950 shares; 2023Q3: 15,950 shares; 2023Q4: 15,557 shares; 2024Q1: 14,945 shares; 2024Q2: 14,945 shares; 2024Q3: 14,945 shares; 2024Q4: 15,118 shares 15,118 $1.24M 0.17% +173 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 24,499 shares; 2024Q4: 58,726 shares 58,726 $1.24M 0.17% +34,227 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,576 shares; 2023Q2: 11,726 shares; 2023Q3: 14,628 shares; 2023Q4: 14,754 shares; 2024Q1: 17,920 shares; 2024Q2: 20,048 shares; 2024Q3: 23,739 shares; 2024Q4: 22,222 shares 22,222 $1.23M 0.17% -1,517 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,721 shares; 2023Q2: 4,624 shares; 2023Q3: 4,572 shares; 2023Q4: 6,920 shares; 2024Q1: 7,004 shares; 2024Q2: 7,457 shares; 2024Q3: 7,441 shares; 2024Q4: 7,355 shares 7,355 $1.23M 0.17% -86 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,447 shares 13,447 $1.21M 0.17% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 21,462 shares; 2023Q2: 21,874 shares; 2023Q3: 25,032 shares; 2023Q4: 26,873 shares; 2024Q1: 27,130 shares; 2024Q2: 28,694 shares; 2024Q3: 28,616 shares; 2024Q4: 11,252 shares 11,252 $1.21M 0.17% -17,364 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,301 shares; 2023Q2: 7,025 shares; 2023Q3: 4,105 shares; 2023Q4: 4,387 shares; 2024Q1: 4,554 shares; 2024Q2: 4,932 shares; 2024Q3: 5,145 shares; 2024Q4: 5,262 shares 5,262 $1.2M 0.17% +117 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 24,535 shares; 2023Q2: 24,817 shares; 2023Q3: 24,505 shares; 2023Q4: 24,648 shares; 2024Q1: 24,955 shares; 2024Q2: 23,368 shares; 2024Q3: 23,342 shares; 2024Q4: 46,651 shares 46,651 $1.2M 0.17% +23,309 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,882 shares; 2023Q2: 5,642 shares; 2023Q3: 6,012 shares; 2023Q4: 5,807 shares; 2024Q1: 6,010 shares; 2024Q2: 6,451 shares; 2024Q3: 6,669 shares; 2024Q4: 7,042 shares 7,042 $1.18M 0.17% +373 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,602 shares; 2023Q2: 1,602 shares; 2023Q3: 1,667 shares; 2023Q4: 1,742 shares; 2024Q1: 1,915 shares; 2024Q2: 1,916 shares; 2024Q3: 2,594 shares; 2024Q4: 4,059 shares 4,059 $1.18M 0.17% +1,465 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,722 shares 15,722 $1.14M 0.16% new Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,004 shares; 2024Q3: 19,864 shares; 2024Q4: 28,098 shares 28,098 $1.13M 0.16% +8,234 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 4,637 shares; 2023Q3: 10,263 shares; 2023Q4: 30,395 shares; 2024Q1: 28,720 shares; 2024Q2: 29,322 shares; 2024Q3: 28,656 shares; 2024Q4: 25,194 shares 25,194 $1.11M 0.16% -3,462 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,610 shares; 2023Q2: 3,856 shares; 2023Q3: 3,973 shares; 2023Q4: 4,068 shares; 2024Q1: 4,096 shares; 2024Q2: 4,165 shares; 2024Q3: 4,208 shares; 2024Q4: 4,245 shares 4,245 $1.08M 0.15% +37 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 43,401 shares; 2023Q4: 42,989 shares; 2024Q1: 39,772 shares; 2024Q2: 39,772 shares; 2024Q3: 39,367 shares; 2024Q4: 37,993 shares 37,993 $1.08M 0.15% -1,374 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,114 shares; 2023Q3: 1,470 shares; 2023Q4: 1,697 shares; 2024Q1: 1,882 shares; 2024Q2: 1,894 shares; 2024Q3: 2,023 shares; 2024Q4: 2,015 shares 2,015 $1.07M 0.15% -8 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,300 shares; 2023Q2: 4,257 shares; 2023Q3: 4,210 shares; 2023Q4: 4,110 shares; 2024Q1: 4,074 shares; 2024Q2: 4,098 shares; 2024Q3: 4,089 shares; 2024Q4: 20,203 shares 20,203 $1.07M 0.15% +16,114 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,656 shares; 2023Q2: 7,600 shares; 2023Q3: 11,849 shares; 2023Q4: 12,546 shares; 2024Q1: 12,639 shares; 2024Q2: 12,572 shares; 2024Q3: 11,987 shares; 2024Q4: 11,920 shares 11,920 $1.06M 0.15% -67 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,538 shares; 2023Q2: 5,594 shares; 2023Q3: 5,623 shares; 2023Q4: 10,326 shares; 2024Q1: 10,423 shares; 2024Q2: 10,621 shares; 2024Q3: 10,755 shares; 2024Q4: 10,935 shares 10,935 $1.03M 0.14% +180 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,994 shares; 2023Q2: 1,703 shares; 2023Q3: 1,717 shares; 2023Q4: 4,271 shares; 2024Q1: 4,384 shares; 2024Q2: 4,486 shares; 2024Q3: 4,378 shares; 2024Q4: 6,037 shares 6,037 $1.02M 0.14% +1,659 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,764 shares; 2023Q2: 11,327 shares; 2023Q3: 11,059 shares; 2023Q4: 10,336 shares; 2024Q1: 9,857 shares; 2024Q2: 9,666 shares; 2024Q3: 11,266 shares; 2024Q4: 11,395 shares 11,395 $1.02M 0.14% +129 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,266 shares; 2023Q2: 2,321 shares; 2023Q3: 2,356 shares; 2023Q4: 1,833 shares; 2024Q1: 1,952 shares; 2024Q2: 2,009 shares; 2024Q3: 2,017 shares; 2024Q4: 2,143 shares 2,143 $1.02M 0.14% +126 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,581 shares; 2023Q2: 2,629 shares; 2023Q3: 2,771 shares; 2023Q4: 2,841 shares; 2024Q1: 2,698 shares; 2024Q2: 2,745 shares; 2024Q3: 2,770 shares; 2024Q4: 2,819 shares 2,819 $1.02M 0.14% +49 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 194,268 shares; 2023Q2: 214,825 shares; 2023Q3: 165,195 shares; 2023Q4: 125,359 shares; 2024Q1: 125,455 shares; 2024Q2: 88,533 shares; 2024Q3: 88,680 shares; 2024Q4: 91,560 shares 91,560 $1.01M 0.14% +2,880 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,840 shares 9,840 $985K 0.14% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,083 shares; 2023Q2: 4,082 shares; 2023Q3: 5,437 shares; 2023Q4: 5,647 shares; 2024Q1: 5,550 shares; 2024Q2: 5,597 shares; 2024Q3: 5,612 shares; 2024Q4: 5,612 shares 5,612 $983K 0.14% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,907 shares; 2023Q2: 7,024 shares; 2023Q3: 7,070 shares; 2023Q4: 7,046 shares; 2024Q1: 7,026 shares; 2024Q2: 6,998 shares; 2024Q3: 6,969 shares; 2024Q4: 6,974 shares 6,974 $971K 0.14% +5 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,748 shares; 2023Q2: 6,633 shares; 2023Q3: 7,880 shares; 2023Q4: 6,854 shares; 2024Q1: 7,817 shares; 2024Q2: 9,071 shares; 2024Q3: 9,288 shares; 2024Q4: 10,792 shares 10,792 $942K 0.13% +1,504 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 661 shares; 2023Q2: 743 shares; 2023Q3: 778 shares; 2023Q4: 843 shares; 2024Q1: 946 shares; 2024Q2: 1,502 shares; 2024Q3: 1,569 shares; 2024Q4: 1,613 shares 1,613 $919K 0.13% +44 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,845 shares; 2023Q2: 3,926 shares; 2023Q3: 6,964 shares; 2023Q4: 7,369 shares; 2024Q1: 8,285 shares; 2024Q2: 8,654 shares; 2024Q3: 9,126 shares; 2024Q4: 10,372 shares 10,372 $912K 0.13% +1,246 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; 2023Q1: 11,552 shares; 2023Q2: 11,897 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,505 shares; 2024Q3: 14,285 shares; 2024Q4: 14,311 shares 14,311 $908K 0.13% +26 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16,509 shares; 2024Q3: 16,281 shares; 2024Q4: 16,110 shares 16,110 $908K 0.13% -171 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,059 shares; 2023Q2: 4,085 shares; 2023Q3: 4,086 shares; 2023Q4: 4,088 shares; 2024Q1: 4,157 shares; 2024Q2: 4,040 shares; 2024Q3: 3,935 shares; 2024Q4: 3,939 shares 3,939 $891K 0.13% +4 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,289 shares; 2023Q2: 7,065 shares; 2023Q3: 7,015 shares; 2023Q4: 6,216 shares; 2024Q1: 5,666 shares; 2024Q2: 5,592 shares; 2024Q3: 5,542 shares; 2024Q4: 5,542 shares 5,542 $884K 0.12% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,562 shares; 2023Q2: 11,682 shares; 2023Q3: 11,612 shares; 2023Q4: 11,158 shares; 2024Q1: 11,074 shares; 2024Q2: 11,839 shares; 2024Q3: 12,113 shares; 2024Q4: 12,215 shares 12,215 $878K 0.12% +102 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,837 shares; 2023Q2: 1,845 shares; 2023Q3: 1,855 shares; 2023Q4: 1,861 shares; 2024Q1: 1,850 shares; 2024Q2: 1,862 shares; 2024Q3: 1,719 shares; 2024Q4: 1,737 shares 1,737 $865K 0.12% +18 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,767 shares; 2023Q2: 2,736 shares; 2023Q3: 2,744 shares; 2023Q4: 2,807 shares; 2024Q1: 2,785 shares; 2024Q2: 2,800 shares; 2024Q3: 2,786 shares; 2024Q4: 2,167 shares 2,167 $859K 0.12% -619 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 22,358 shares; 2023Q2: 23,293 shares; 2023Q3: 7,764 shares; 2023Q4: 7,573 shares; 2024Q1: 7,473 shares; 2024Q2: 7,552 shares; 2024Q3: 7,606 shares; 2024Q4: 7,563 shares 7,563 $842K 0.12% -43 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,700 shares; 2023Q2: 5,645 shares; 2023Q3: 21,395 shares; 2023Q4: 21,561 shares; 2024Q1: 21,527 shares; 2024Q2: 26,153 shares; 2024Q3: 28,561 shares; 2024Q4: 10,906 shares 10,906 $825K 0.12% -17,655 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; 2023Q1: 7,447 shares; 2023Q2: 7,450 shares; 2023Q3: 7,452 shares; 2023Q4: 3,910 shares; 2024Q1: 3,874 shares; 2024Q2: 3,878 shares; 2024Q3: 3,866 shares; 2024Q4: 3,854 shares 3,854 $819K 0.12% -12 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,384 shares; 2023Q2: 1,401 shares; 2023Q3: 1,358 shares; 2023Q4: 1,361 shares; 2024Q1: 1,356 shares; 2024Q2: 1,370 shares; 2024Q3: 1,245 shares; 2024Q4: 1,281 shares 1,281 $805K 0.11% +36 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,858 shares; 2023Q4: 2,561 shares; 2024Q1: 2,656 shares; 2024Q2: 2,684 shares; 2024Q3: 3,046 shares; 2024Q4: 4,213 shares 4,213 $800K 0.11% +1,167 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,914 shares 13,914 $793K 0.11% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,974 shares; 2023Q2: 9,950 shares; 2023Q3: 10,052 shares; 2023Q4: 10,055 shares; 2024Q1: 10,916 shares; 2024Q2: 11,008 shares; 2024Q3: 11,361 shares; 2024Q4: 12,574 shares 12,574 $788K 0.11% +1,213 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,216 shares; 2023Q2: 2,255 shares; 2023Q3: 2,269 shares; 2023Q4: 2,287 shares; 2024Q1: 2,280 shares; 2024Q2: 2,294 shares; 2024Q3: 2,233 shares; 2024Q4: 2,261 shares 2,261 $769K 0.11% +28 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,093 shares; 2023Q2: 959 shares; 2023Q3: 1,029 shares; 2023Q4: 853 shares; 2024Q1: 1,005 shares; 2024Q2: 1,030 shares; 2024Q3: 1,215 shares; 2024Q4: 1,426 shares 1,426 $768K 0.11% +211 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,000 shares; 2023Q2: 9,011 shares; 2023Q3: 9,000 shares; 2023Q4: 9,000 shares; 2024Q1: 9,000 shares; 2024Q2: 9,038 shares; 2024Q3: 9,083 shares; 2024Q4: 9,083 shares 9,083 $767K 0.11% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,693 shares; 2023Q2: 6,333 shares; 2023Q3: 6,220 shares; 2023Q4: 5,901 shares; 2024Q1: 5,888 shares; 2024Q2: 5,775 shares; 2024Q3: 5,776 shares; 2024Q4: 5,676 shares 5,676 $750K 0.11% -100 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,430 shares; 2024Q2: 1,451 shares; 2024Q3: 4,620 shares; 2024Q4: 4,056 shares 4,056 $750K 0.11% -564 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,480 shares; 2023Q2: 5,587 shares; 2023Q3: 5,624 shares; 2023Q4: 5,625 shares; 2024Q1: 5,582 shares; 2024Q2: 5,606 shares; 2024Q3: 5,590 shares; 2024Q4: 6,065 shares 6,065 $743K 0.1% +475 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,136 shares; 2023Q2: 1,651 shares; 2023Q3: 1,651 shares; 2023Q4: 1,424 shares; 2024Q1: 1,317 shares; 2024Q2: 1,258 shares; 2024Q3: 1,166 shares; 2024Q4: 1,167 shares 1,167 $726K 0.1% +1 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 31,997 shares; 2023Q2: 31,959 shares; 2023Q3: 30,818 shares; 2023Q4: 10,566 shares; 2024Q1: 7,753 shares; 2024Q2: 7,434 shares; 2024Q3: 5,311 shares; 2024Q4: 5,687 shares 5,687 $717K 0.1% +376 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,502 shares; 2023Q2: 6,502 shares; 2023Q3: 6,502 shares; 2023Q4: 6,516 shares; 2024Q1: 6,518 shares; 2024Q2: 6,628 shares; 2024Q3: 6,948 shares; 2024Q4: 7,051 shares 7,051 $716K 0.1% +103 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 854 shares; 2023Q2: 862 shares; 2023Q3: 890 shares; 2023Q4: 1,081 shares; 2024Q1: 1,225 shares; 2024Q2: 1,112 shares; 2024Q3: 1,118 shares; 2024Q4: 1,371 shares 1,371 $716K 0.1% +253 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,790 shares; 2023Q2: 4,785 shares; 2023Q3: 4,794 shares; 2023Q4: 4,820 shares; 2024Q1: 4,820 shares; 2024Q2: 4,785 shares; 2024Q3: 4,800 shares; 2024Q4: 4,815 shares 4,815 $712K 0.1% +15 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,209 shares; 2023Q2: 9,287 shares; 2023Q3: 9,314 shares; 2023Q4: 9,245 shares; 2024Q1: 9,198 shares; 2024Q2: 9,243 shares; 2024Q3: 9,211 shares; 2024Q4: 9,188 shares 9,188 $710K 0.1% -23 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,175 shares; 2023Q2: 16,144 shares; 2023Q3: 16,783 shares; 2023Q4: 15,667 shares; 2024Q1: 15,836 shares; 2024Q2: 16,169 shares; 2024Q3: 16,191 shares; 2024Q4: 29,369 shares 29,369 $707K 0.1% +13,178 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,298 shares; 2024Q1: 1,299 shares; 2024Q2: 1,307 shares; 2024Q3: 4,859 shares; 2024Q4: 3,822 shares 3,822 $698K 0.1% -1,037 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 733 shares; 2023Q2: 743 shares; 2023Q3: 749 shares; 2023Q4: 747 shares; 2024Q1: 731 shares; 2024Q2: 737 shares; 2024Q3: 748 shares; 2024Q4: 735 shares 735 $693K 0.1% -13 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,532 shares; 2023Q2: 1,532 shares; 2023Q3: 1,482 shares; 2023Q4: 1,378 shares; 2024Q1: 1,368 shares; 2024Q2: 1,298 shares; 2024Q3: 1,449 shares; 2024Q4: 1,710 shares 1,710 $687K 0.1% +261 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,884 shares; 2023Q3: 3,564 shares; 2023Q4: 4,181 shares; 2024Q1: 4,752 shares; 2024Q2: 5,054 shares; 2024Q3: 4,539 shares; 2024Q4: 4,832 shares 4,832 $678K 0.1% +293 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 18,397 shares; 2023Q2: 20,364 shares; 2023Q3: 16,055 shares; 2023Q4: 11,644 shares; 2024Q1: 11,127 shares; 2024Q2: 11,385 shares; 2024Q3: 7,448 shares; 2024Q4: 6,791 shares 6,791 $676K 0.09% -657 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,699 shares; 2023Q2: 2,499 shares; 2023Q3: 24,820 shares; 2023Q4: 24,281 shares; 2024Q1: 24,352 shares; 2024Q2: 24,312 shares; 2024Q3: 23,038 shares; 2024Q4: 22,894 shares 22,894 $671K 0.09% -144 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,956 shares; 2023Q2: 15,853 shares; 2023Q3: 12,410 shares; 2023Q4: 10,162 shares; 2024Q1: 10,150 shares; 2024Q2: 9,553 shares; 2024Q3: 9,397 shares; 2024Q4: 8,533 shares 8,533 $667K 0.09% -864 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,896 shares; 2023Q2: 2,968 shares; 2023Q3: 3,141 shares; 2023Q4: 2,940 shares; 2024Q1: 2,942 shares; 2024Q2: 2,945 shares; 2024Q3: 3,126 shares; 2024Q4: 3,168 shares 3,168 $666K 0.09% +42 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,538 shares; 2023Q4: 7,486 shares; 2024Q1: 9,115 shares; 2024Q2: 9,840 shares; 2024Q3: 10,898 shares; 2024Q4: 12,978 shares 12,978 $664K 0.09% +2,080 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 27,790 shares; 2023Q2: 27,790 shares; 2023Q3: 27,790 shares; 2023Q4: 27,790 shares; 2024Q1: 27,790 shares; 2024Q2: 27,790 shares; 2024Q3: 27,541 shares; 2024Q4: 27,546 shares 27,546 $662K 0.09% +5 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,936 shares; 2023Q2: 12,259 shares; 2023Q3: 10,604 shares; 2023Q4: 9,443 shares; 2024Q1: 9,805 shares; 2024Q2: 10,019 shares; 2024Q3: 10,085 shares; 2024Q4: 10,597 shares 10,597 $660K 0.09% +512 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,651 shares; 2023Q2: 5,768 shares; 2023Q3: 5,734 shares; 2023Q4: 5,402 shares; 2024Q1: 5,362 shares; 2024Q2: 5,391 shares; 2024Q3: 8,401 shares; 2024Q4: 8,509 shares 8,509 $649K 0.09% +108 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,742 shares; 2023Q3: not reported; 2023Q4: 2,672 shares; 2024Q1: 2,848 shares; 2024Q2: 3,008 shares; 2024Q3: 3,440 shares; 2024Q4: 3,655 shares 3,655 $633K 0.09% +215 MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,531 shares; 2023Q2: 12,624 shares; 2023Q3: 12,681 shares; 2023Q4: 11,934 shares; 2024Q1: 11,302 shares; 2024Q2: 11,343 shares; 2024Q3: 10,588 shares; 2024Q4: 10,550 shares 10,550 $630K 0.09% -38 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 5,400 shares; 2023Q3: 19,399 shares; 2023Q4: 10,163 shares; 2024Q1: 10,463 shares; 2024Q2: 11,014 shares; 2024Q3: 10,994 shares; 2024Q4: 10,985 shares 10,985 $630K 0.09% -9 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,299 shares; 2023Q2: 4,791 shares; 2023Q3: 4,498 shares; 2023Q4: 5,170 shares; 2024Q1: 5,505 shares; 2024Q2: 5,190 shares; 2024Q3: 5,312 shares; 2024Q4: 5,520 shares 5,520 $629K 0.09% +208 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,926 shares; 2023Q2: 2,931 shares; 2023Q3: 2,933 shares; 2023Q4: 2,934 shares; 2024Q1: 2,933 shares; 2024Q2: 2,935 shares; 2024Q3: 3,086 shares; 2024Q4: 3,108 shares 3,108 $627K 0.09% +22 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 13,757 shares; 2023Q2: 14,125 shares; 2023Q3: 11,799 shares; 2023Q4: 10,175 shares; 2024Q1: 10,155 shares; 2024Q2: 10,100 shares; 2024Q3: 9,729 shares; 2024Q4: 6,759 shares 6,759 $627K 0.09% -2,970 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,316 shares; 2023Q4: 5,206 shares; 2024Q1: 5,185 shares; 2024Q2: 5,208 shares; 2024Q3: 4,872 shares; 2024Q4: 4,879 shares 4,879 $607K 0.09% +7 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,901 shares; 2023Q2: 7,044 shares; 2023Q3: 6,861 shares; 2023Q4: 6,968 shares; 2024Q1: 6,509 shares; 2024Q2: 11,081 shares; 2024Q3: 14,188 shares; 2024Q4: 14,285 shares 14,285 $606K 0.09% +97 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 118,853 shares; 2024Q3: 9,834 shares; 2024Q4: 7,862 shares 7,862 $595K 0.08% -1,972 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,016 shares; 2023Q2: 1,016 shares; 2023Q3: 999 shares; 2023Q4: 795 shares; 2024Q1: 698 shares; 2024Q2: 698 shares; 2024Q3: 684 shares; 2024Q4: 1,421 shares 1,421 $583K 0.08% +737 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,286 shares; 2023Q2: 6,286 shares; 2023Q3: 6,286 shares; 2023Q4: 6,403 shares; 2024Q1: 6,411 shares; 2024Q2: 6,461 shares; 2024Q3: 9,748 shares; 2024Q4: 9,907 shares 9,907 $580K 0.08% +159 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,620 shares; 2023Q2: 2,620 shares; 2023Q3: 2,620 shares; 2023Q4: 2,584 shares; 2024Q1: 2,584 shares; 2024Q2: 2,584 shares; 2024Q3: 2,620 shares; 2024Q4: 2,944 shares 2,944 $576K 0.08% +324 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,717 shares; 2023Q2: 2,783 shares; 2023Q3: 2,797 shares; 2023Q4: 2,787 shares; 2024Q1: 2,767 shares; 2024Q2: 2,787 shares; 2024Q3: 2,775 shares; 2024Q4: 2,796 shares 2,796 $575K 0.08% +21 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,660 shares; 2023Q2: 1,683 shares; 2023Q3: 2,235 shares; 2023Q4: 2,961 shares; 2024Q1: 2,858 shares; 2024Q2: 2,858 shares; 2024Q3: 2,850 shares; 2024Q4: 2,890 shares 2,890 $573K 0.08% +40 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,996 shares; 2023Q2: 3,065 shares; 2023Q3: 2,997 shares; 2023Q4: 2,918 shares; 2024Q1: 2,995 shares; 2024Q2: 3,125 shares; 2024Q3: 3,129 shares; 2024Q4: 3,243 shares 3,243 $569K 0.08% +114 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,055 shares; 2023Q2: 3,080 shares; 2023Q3: 2,580 shares; 2023Q4: 2,569 shares; 2024Q1: 2,420 shares; 2024Q2: 2,440 shares; 2024Q3: 2,468 shares; 2024Q4: 2,461 shares 2,461 $558K 0.08% -7 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,441 shares; 2023Q2: 1,483 shares; 2023Q3: 1,484 shares; 2023Q4: 1,486 shares; 2024Q1: 1,473 shares; 2024Q2: 1,472 shares; 2024Q3: 1,495 shares; 2024Q4: 1,537 shares 1,537 $558K 0.08% +42 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,966 shares; 2023Q2: 1,938 shares; 2023Q3: 1,948 shares; 2023Q4: 1,955 shares; 2024Q1: 1,987 shares; 2024Q2: 2,090 shares; 2024Q3: 2,097 shares; 2024Q4: 2,096 shares 2,096 $552K 0.08% -1 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,216 shares; 2023Q2: 7,216 shares; 2023Q3: 7,474 shares; 2023Q4: 7,108 shares; 2024Q1: 7,152 shares; 2024Q2: 7,265 shares; 2024Q3: 7,288 shares; 2024Q4: 7,397 shares 7,397 $521K 0.07% +109 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,491 shares; 2023Q2: 1,519 shares; 2023Q3: 1,506 shares; 2023Q4: 1,509 shares; 2024Q1: 1,502 shares; 2024Q2: 1,516 shares; 2024Q3: 1,516 shares; 2024Q4: 1,497 shares 1,497 $510K 0.07% -19 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,997 shares; 2023Q4: 9,605 shares; 2024Q1: 9,390 shares; 2024Q2: 9,324 shares; 2024Q3: 9,332 shares; 2024Q4: 9,339 shares 9,339 $503K 0.07% +7 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,734 shares; 2023Q2: 1,735 shares; 2023Q3: 1,737 shares; 2023Q4: 1,739 shares; 2024Q1: 1,768 shares; 2024Q2: 1,861 shares; 2024Q3: 1,863 shares; 2024Q4: 2,062 shares 2,062 $495K 0.07% +199 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,110 shares; 2024Q1: 7,665 shares; 2024Q2: 8,774 shares; 2024Q3: 10,124 shares; 2024Q4: 10,355 shares 10,355 $495K 0.07% +231 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 24,422 shares; 2024Q4: 25,194 shares 25,194 $494K 0.07% +772 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,845 shares; 2024Q3: 9,708 shares; 2024Q4: 9,597 shares 9,597 $472K 0.07% -111 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,484 shares; 2023Q2: 5,484 shares; 2023Q3: 5,484 shares; 2023Q4: 5,484 shares; 2024Q1: 5,484 shares; 2024Q2: 5,484 shares; 2024Q3: 5,484 shares; 2024Q4: 5,484 shares 5,484 $469K 0.07% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,254 shares; 2024Q3: 16,720 shares; 2024Q4: 24,067 shares 24,067 $468K 0.07% +7,347 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,340 shares; 2024Q2: 9,127 shares; 2024Q3: 11,226 shares; 2024Q4: 18,208 shares 18,208 $466K 0.07% +6,982 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 180,318 shares; 2023Q2: 172,453 shares; 2023Q3: 139,574 shares; 2023Q4: 119,952 shares; 2024Q1: 120,090 shares; 2024Q2: 40,509 shares; 2024Q3: 40,548 shares; 2024Q4: 40,602 shares 40,602 $458K 0.06% +54 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,254 shares; 2023Q2: 4,251 shares; 2023Q3: 4,251 shares; 2023Q4: 4,258 shares; 2024Q1: 4,085 shares; 2024Q2: 4,088 shares; 2024Q3: 4,092 shares; 2024Q4: 4,070 shares 4,070 $457K 0.06% -22 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,995 shares; 2023Q2: 4,996 shares; 2023Q3: 6,186 shares; 2023Q4: 5,433 shares; 2024Q1: 5,435 shares; 2024Q2: 5,435 shares; 2024Q3: 5,800 shares; 2024Q4: 17,497 shares 17,497 $456K 0.06% +11,697 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,527 shares; 2023Q2: 36,737 shares; 2023Q3: 37,850 shares; 2023Q4: 8,128 shares; 2024Q1: 6,771 shares; 2024Q2: 6,028 shares; 2024Q3: 6,550 shares; 2024Q4: 7,948 shares 7,948 $450K 0.06% +1,398 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 721 shares; 2023Q2: 717 shares; 2023Q3: 727 shares; 2023Q4: 736 shares; 2024Q1: 645 shares; 2024Q2: 659 shares; 2024Q3: 622 shares; 2024Q4: 631 shares 631 $437K 0.06% +9 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,071 shares; 2023Q2: 1,065 shares; 2023Q3: 1,065 shares; 2023Q4: 1,097 shares; 2024Q1: 793 shares; 2024Q2: 816 shares; 2024Q3: 825 shares; 2024Q4: 967 shares 967 $430K 0.06% +142 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,386 shares; 2023Q4: 1,255 shares; 2024Q1: 1,268 shares; 2024Q2: 1,269 shares; 2024Q3: 1,506 shares; 2024Q4: 2,315 shares 2,315 $429K 0.06% +809 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,483 shares; 2024Q2: 4,897 shares; 2024Q3: 5,608 shares; 2024Q4: 6,085 shares 6,085 $428K 0.06% +477 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,888 shares; 2023Q4: 2,228 shares; 2024Q1: 2,440 shares; 2024Q2: 3,263 shares; 2024Q3: 3,602 shares; 2024Q4: 3,930 shares 3,930 $415K 0.06% +328 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 14,735 shares; 2023Q2: 15,972 shares; 2023Q3: 16,209 shares; 2023Q4: 16,105 shares; 2024Q1: 15,708 shares; 2024Q2: 15,958 shares; 2024Q3: 15,681 shares; 2024Q4: 15,812 shares 15,812 $409K 0.06% +131 Timeline GLOW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,720 shares 15,720 $405K 0.06% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,770 shares; 2023Q2: 10,770 shares; 2023Q3: 10,771 shares; 2023Q4: 10,772 shares; 2024Q1: 10,961 shares; 2024Q2: 10,962 shares; 2024Q3: 10,963 shares; 2024Q4: 10,963 shares 10,963 $398K 0.06% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,526 shares; 2024Q2: 1,526 shares; 2024Q3: 1,561 shares; 2024Q4: 1,949 shares 1,949 $385K 0.05% +388 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,805 shares; 2024Q1: 10,525 shares; 2024Q2: 10,540 shares; 2024Q3: 10,752 shares; 2024Q4: 10,766 shares 10,766 $381K 0.05% +14 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,761 shares 3,761 $378K 0.05% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,338 shares; 2023Q2: 1,338 shares; 2023Q3: 1,338 shares; 2023Q4: 1,878 shares; 2024Q1: 1,878 shares; 2024Q2: 1,878 shares; 2024Q3: 1,878 shares; 2024Q4: 1,978 shares 1,978 $378K 0.05% +100 Timeline BCDF LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 14,790 shares; 2023Q2: 14,590 shares; 2023Q3: 14,190 shares; 2023Q4: 13,913 shares; 2024Q1: 13,813 shares; 2024Q2: 13,613 shares; 2024Q3: 13,613 shares; 2024Q4: 13,539 shares 13,539 $376K 0.05% -74 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,296 shares; 2023Q4: 2,617 shares; 2024Q1: 2,867 shares; 2024Q2: 2,692 shares; 2024Q3: 2,804 shares; 2024Q4: 2,904 shares 2,904 $376K 0.05% +100 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 38,432 shares; 2023Q2: 40,192 shares; 2023Q3: 32,655 shares; 2023Q4: 24,532 shares; 2024Q1: 4,046 shares; 2024Q2: 4,089 shares; 2024Q3: 4,504 shares; 2024Q4: 4,311 shares 4,311 $368K 0.05% -193 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,745 shares; 2023Q2: 5,511 shares; 2023Q3: 4,914 shares; 2023Q4: 4,914 shares; 2024Q1: 4,914 shares; 2024Q2: 4,914 shares; 2024Q3: 4,978 shares; 2024Q4: 5,012 shares 5,012 $353K 0.05% +34 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,284 shares; 2023Q2: 12,160 shares; 2023Q3: 12,256 shares; 2023Q4: 12,224 shares; 2024Q1: 13,032 shares; 2024Q2: 13,155 shares; 2024Q3: 13,079 shares; 2024Q4: 3,520 shares 3,520 $349K 0.05% -9,559 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,360 shares; 2024Q2: 4,580 shares; 2024Q3: 4,883 shares; 2024Q4: 6,070 shares 6,070 $348K 0.05% +1,187 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,379 shares; 2023Q2: 1,311 shares; 2023Q3: 1,307 shares; 2023Q4: 1,469 shares; 2024Q1: 1,483 shares; 2024Q2: 1,486 shares; 2024Q3: 1,483 shares; 2024Q4: 1,478 shares 1,478 $339K 0.05% -5 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,895 shares; 2023Q3: 3,649 shares; 2023Q4: 3,191 shares; 2024Q1: 2,987 shares; 2024Q2: 2,959 shares; 2024Q3: 2,020 shares; 2024Q4: 2,042 shares 2,042 $337K 0.05% +22 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,186 shares; 2023Q2: 4,354 shares; 2023Q3: 4,379 shares; 2023Q4: 4,260 shares; 2024Q1: 4,311 shares; 2024Q2: 3,206 shares; 2024Q3: 3,238 shares; 2024Q4: 3,194 shares 3,194 $336K 0.05% -44 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,489 shares; 2023Q4: 2,922 shares; 2024Q1: 3,195 shares; 2024Q2: 3,528 shares; 2024Q3: 3,126 shares; 2024Q4: 3,342 shares 3,342 $324K 0.05% +216 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,739 shares; 2023Q2: 1,739 shares; 2023Q3: 1,688 shares; 2023Q4: 1,653 shares; 2024Q1: 1,504 shares; 2024Q2: 1,504 shares; 2024Q3: 1,446 shares; 2024Q4: 1,295 shares 1,295 $322K 0.05% -151 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,567 shares; 2023Q2: 1,568 shares; 2023Q3: 1,568 shares; 2023Q4: 1,555 shares; 2024Q1: 1,360 shares; 2024Q2: 1,334 shares; 2024Q3: 1,335 shares; 2024Q4: 1,318 shares 1,318 $317K 0.04% -17 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 598 shares; 2024Q2: not reported; 2024Q3: 694 shares; 2024Q4: 690 shares 690 $313K 0.04% -4 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,396 shares; 2024Q1: 2,700 shares; 2024Q2: 3,074 shares; 2024Q3: 3,332 shares; 2024Q4: 3,421 shares 3,421 $312K 0.04% +89 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,876 shares; 2024Q2: 1,699 shares; 2024Q3: 1,642 shares; 2024Q4: 1,579 shares 1,579 $312K 0.04% -63 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,088 shares; 2023Q2: 3,089 shares; 2023Q3: 3,090 shares; 2023Q4: 3,048 shares; 2024Q1: 3,423 shares; 2024Q2: 3,423 shares; 2024Q3: 3,290 shares; 2024Q4: 11,163 shares 11,163 $309K 0.04% +7,873 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,313 shares; 2023Q2: 2,391 shares; 2023Q3: 2,434 shares; 2023Q4: 2,514 shares; 2024Q1: 2,427 shares; 2024Q2: 2,424 shares; 2024Q3: 2,442 shares; 2024Q4: 2,492 shares 2,492 $309K 0.04% +50 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,454 shares 6,454 $309K 0.04% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,979 shares; 2023Q3: 2,979 shares; 2023Q4: 2,980 shares; 2024Q1: 2,980 shares; 2024Q2: 2,980 shares; 2024Q3: 2,980 shares; 2024Q4: 2,980 shares 2,980 $308K 0.04% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 104,175 shares; 2023Q2: 109,575 shares; 2023Q3: 110,276 shares; 2023Q4: 109,695 shares; 2024Q1: 52,278 shares; 2024Q2: 69,404 shares; 2024Q3: 65,936 shares; 2024Q4: 6,833 shares 6,833 $307K 0.04% -59,103 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 373 shares; 2024Q2: 398 shares; 2024Q3: not reported; 2024Q4: 343 shares 343 $306K 0.04% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 567 shares; 2023Q2: 567 shares; 2023Q3: 567 shares; 2023Q4: 567 shares; 2024Q1: 552 shares; 2024Q2: 471 shares; 2024Q3: 486 shares; 2024Q4: 513 shares 513 $303K 0.04% +27 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; 2023Q1: 2,619 shares; 2023Q2: not reported; 2023Q3: 2,854 shares; 2023Q4: 2,854 shares; 2024Q1: 2,749 shares; 2024Q2: 2,787 shares; 2024Q3: 2,839 shares; 2024Q4: 3,492 shares 3,492 $299K 0.04% +653 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,149 shares; 2023Q2: 3,190 shares; 2023Q3: 3,562 shares; 2023Q4: 3,384 shares; 2024Q1: 3,358 shares; 2024Q2: 3,345 shares; 2024Q3: 2,249 shares; 2024Q4: 2,056 shares 2,056 $299K 0.04% -193 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,410 shares; 2023Q2: 9,410 shares; 2023Q3: 9,410 shares; 2023Q4: 9,410 shares; 2024Q1: 9,429 shares; 2024Q2: 9,447 shares; 2024Q3: 9,466 shares; 2024Q4: 9,484 shares 9,484 $297K 0.04% +18 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,048 shares; 2024Q1: 2,048 shares; 2024Q2: 2,048 shares; 2024Q3: 2,048 shares; 2024Q4: 2,053 shares 2,053 $296K 0.04% +5 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,191 shares; 2023Q2: 1,191 shares; 2023Q3: not reported; 2023Q4: 1,191 shares; 2024Q1: 1,191 shares; 2024Q2: 1,191 shares; 2024Q3: 1,211 shares; 2024Q4: 1,211 shares 1,211 $288K 0.04% 0 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,746 shares; 2024Q3: 8,644 shares; 2024Q4: 10,587 shares 10,587 $286K 0.04% +1,943 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 881 shares; 2024Q4: 789 shares 789 $286K 0.04% -92 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,421 shares; 2023Q2: 2,790 shares; 2023Q3: 2,655 shares; 2023Q4: 2,611 shares; 2024Q1: 2,474 shares; 2024Q2: 2,562 shares; 2024Q3: 2,492 shares; 2024Q4: 2,160 shares 2,160 $285K 0.04% -332 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 678 shares; 2024Q1: 680 shares; 2024Q2: 683 shares; 2024Q3: 685 shares; 2024Q4: 687 shares 687 $283K 0.04% +2 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 14,959 shares; 2023Q2: 13,672 shares; 2023Q3: 13,731 shares; 2023Q4: 10,724 shares; 2024Q1: 7,129 shares; 2024Q2: 7,347 shares; 2024Q3: 5,301 shares; 2024Q4: 5,399 shares 5,399 $282K 0.04% +98 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,181 shares; 2023Q2: 2,131 shares; 2023Q3: 2,131 shares; 2023Q4: 2,131 shares; 2024Q1: 2,131 shares; 2024Q2: 2,131 shares; 2024Q3: 2,131 shares; 2024Q4: 2,131 shares 2,131 $280K 0.04% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,468 shares; 2023Q2: 7,469 shares; 2023Q3: 7,469 shares; 2023Q4: 7,470 shares; 2024Q1: 7,471 shares; 2024Q2: 7,510 shares; 2024Q3: 7,528 shares; 2024Q4: 8,459 shares 8,459 $273K 0.04% +931 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,009 shares; 2023Q2: 3,559 shares; 2023Q3: 3,384 shares; 2023Q4: 3,171 shares; 2024Q1: 3,114 shares; 2024Q2: 2,526 shares; 2024Q3: 2,528 shares; 2024Q4: 2,530 shares 2,530 $270K 0.04% +2 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,703 shares; 2024Q3: 1,608 shares; 2024Q4: 2,116 shares 2,116 $266K 0.04% +508 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,357 shares; 2023Q2: 1,333 shares; 2023Q3: 1,333 shares; 2023Q4: 1,333 shares; 2024Q1: 1,225 shares; 2024Q2: 1,204 shares; 2024Q3: 1,204 shares; 2024Q4: 1,204 shares 1,204 $266K 0.04% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 585 shares; 2023Q3: not reported; 2023Q4: 585 shares; 2024Q1: 585 shares; 2024Q2: 585 shares; 2024Q3: 585 shares; 2024Q4: 624 shares 624 $266K 0.04% +39 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,318 shares; 2023Q2: 1,280 shares; 2023Q3: 1,281 shares; 2023Q4: 1,150 shares; 2024Q1: 1,086 shares; 2024Q2: 1,086 shares; 2024Q3: 1,045 shares; 2024Q4: 1,034 shares 1,034 $262K 0.04% -11 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,834 shares; 2023Q2: 1,834 shares; 2023Q3: 1,658 shares; 2023Q4: 1,658 shares; 2024Q1: 1,501 shares; 2024Q2: 1,466 shares; 2024Q3: 1,466 shares; 2024Q4: 1,373 shares 1,373 $259K 0.04% -93 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,064 shares; 2023Q2: 1,037 shares; 2023Q3: 1,037 shares; 2023Q4: 1,031 shares; 2024Q1: 1,072 shares; 2024Q2: 1,093 shares; 2024Q3: 1,100 shares; 2024Q4: 1,103 shares 1,103 $259K 0.04% +3 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,032 shares; 2024Q3: 1,042 shares; 2024Q4: 1,042 shares 1,042 $250K 0.04% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,783 shares; 2024Q4: 4,769 shares 4,769 $249K 0.03% +986 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,043 shares; 2024Q4: 2,462 shares 2,462 $245K 0.03% +419 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,411 shares 1,411 $245K 0.03% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,694 shares 1,694 $242K 0.03% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 18,506 shares; 2023Q2: 14,120 shares; 2023Q3: 10,600 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,352 shares; 2024Q4: 10,602 shares 10,602 $241K 0.03% +1,250 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,106 shares 2,106 $239K 0.03% new Timeline RCMT RCM TECHNOLOGIES INC More: the full row for RCM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,926 shares; 2024Q3: 10,926 shares; 2024Q4: 10,726 shares 10,726 $238K 0.03% -200 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,490 shares; 2023Q2: 4,597 shares; 2023Q3: 4,761 shares; 2023Q4: 4,134 shares; 2024Q1: 4,167 shares; 2024Q2: 4,710 shares; 2024Q3: 4,800 shares; 2024Q4: 9,751 shares 9,751 $237K 0.03% +4,951 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,809 shares; 2024Q2: not reported; 2024Q3: 2,870 shares; 2024Q4: 2,871 shares 2,871 $235K 0.03% +1 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 897 shares 897 $234K 0.03% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,946 shares; 2023Q4: 6,678 shares; 2024Q1: 6,305 shares; 2024Q2: 6,494 shares; 2024Q3: 6,266 shares; 2024Q4: 5,196 shares 5,196 $233K 0.03% -1,070 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 988 shares; 2024Q4: 1,097 shares 1,097 $233K 0.03% +109 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,520 shares; 2023Q2: 5,602 shares; 2023Q3: 5,629 shares; 2023Q4: 2,116 shares; 2024Q1: 1,725 shares; 2024Q2: 1,712 shares; 2024Q3: 1,711 shares; 2024Q4: 1,763 shares 1,763 $231K 0.03% +52 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,221 shares 2,221 $226K 0.03% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,458 shares; 2023Q2: 14,892 shares; 2023Q3: 20,138 shares; 2023Q4: 22,387 shares; 2024Q1: 23,468 shares; 2024Q2: 23,651 shares; 2024Q3: 23,838 shares; 2024Q4: 19,335 shares 19,335 $223K 0.03% -4,503 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,023 shares; 2024Q4: 1,763 shares 1,763 $222K 0.03% -260 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,123 shares; 2023Q3: 1,149 shares; 2023Q4: 1,089 shares; 2024Q1: 1,085 shares; 2024Q2: not reported; 2024Q3: 1,048 shares; 2024Q4: 1,032 shares 1,032 $221K 0.03% -16 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,508 shares; 2023Q3: not reported; 2023Q4: 1,379 shares; 2024Q1: 1,379 shares; 2024Q2: 1,379 shares; 2024Q3: 1,379 shares; 2024Q4: 1,379 shares 1,379 $221K 0.03% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,444 shares; 2024Q3: 1,444 shares; 2024Q4: 1,444 shares 1,444 $219K 0.03% 0 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 14,729 shares; 2023Q4: 14,561 shares; 2024Q1: 13,752 shares; 2024Q2: 14,022 shares; 2024Q3: 13,785 shares; 2024Q4: 12,295 shares 12,295 $218K 0.03% -1,490 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 26,731 shares; 2023Q2: not reported; 2023Q3: 5,768 shares; 2023Q4: 4,906 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,352 shares; 2024Q4: 3,998 shares 3,998 $217K 0.03% -354 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 337 shares; 2024Q4: 337 shares 337 $214K 0.03% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 936 shares; 2024Q4: 950 shares 950 $214K 0.03% +14 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,404 shares 2,404 $213K 0.03% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,359 shares; 2024Q4: 6,188 shares 6,188 $210K 0.03% +829 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,101 shares 4,101 $210K 0.03% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 45,753 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,746 shares; 2024Q4: 5,570 shares 5,570 $209K 0.03% -176 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,048 shares 2,048 $208K 0.03% new 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; 2023Q1: not reported; 2023Q2: 1,863 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,484 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,117 shares 1,117 $208K 0.03% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,487 shares 1,487 $207K 0.03% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 296 shares 296 $206K 0.03% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,591 shares 1,591 $203K 0.03% new Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,785 shares; 2023Q3: 2,585 shares; 2023Q4: 2,435 shares; 2024Q1: 2,205 shares; 2024Q2: 2,155 shares; 2024Q3: 2,005 shares; 2024Q4: 1,955 shares 1,955 $202K 0.03% -50 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,491 shares 1,491 $202K 0.03% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 473 shares 473 $200K 0.03% new Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,044 shares; 2024Q4: 10,268 shares 10,268 $200K 0.03% +224 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,695 shares; 2023Q2: 10,695 shares; 2023Q3: 10,695 shares; 2023Q4: 10,695 shares; 2024Q1: 10,695 shares; 2024Q2: 10,695 shares; 2024Q3: 10,695 shares; 2024Q4: 10,695 shares 10,695 $169K 0.02% 0 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,705 shares; 2024Q4: 23,622 shares 23,622 $164K 0.02% +9,917 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 124,835 shares; 2023Q2: 123,516 shares; 2023Q3: 18,271 shares; 2023Q4: 15,342 shares; 2024Q1: 12,954 shares; 2024Q2: 12,954 shares; 2024Q3: 11,695 shares; 2024Q4: 12,195 shares 12,195 $158K 0.02% +500 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 29,843 shares; 2023Q2: 22,126 shares; 2023Q3: 13,899 shares; 2023Q4: 11,061 shares; 2024Q1: 11,137 shares; 2024Q2: 11,306 shares; 2024Q3: 12,092 shares; 2024Q4: 14,857 shares 14,857 $147K 0.02% +2,765 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,321 shares 12,321 $120K 0.02% new Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,849 shares 11,849 $111K 0.02% new Timeline SHLS SHOALS TECHNOLOGIES GROUP IN More: the full row for SHOALS TECHNOLOGIES GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,781 shares; 2024Q4: 10,465 shares 10,465 $57.9K 0.01% -316 Timeline SLNH SOLUNA HOLDINGS INC More: the full row for SOLUNA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,747 shares; 2024Q1: 10,747 shares; 2024Q2: 29,100 shares; 2024Q3: 22,027 shares; 2024Q4: 22,027 shares 22,027 $46.3K 0.01% 0 Timeline CHRS COHERUS ONCOLOGY INC More: the full row for COHERUS ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 12,038 shares; 2024Q1: not reported; 2024Q2: 10,038 shares; 2024Q3: 10,038 shares; 2024Q4: 10,038 shares 10,038 $13.9K <0.01% 0 Timeline