AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 175,910 shares; 2023Q2: 175,705 shares; 2023Q3: 173,882 shares; 2023Q4: 171,498 shares; 2024Q1: 156,039 shares; 2024Q2: 155,991 shares 155,991 $32.9M 5.14% -48 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 184,718 shares; 2023Q2: 184,386 shares; 2023Q3: 183,771 shares; 2023Q4: 172,096 shares; 2024Q1: 148,480 shares; 2024Q2: 152,110 shares 152,110 $27.9M 4.36% +3,630 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 60,582 shares; 2023Q2: 60,416 shares; 2023Q3: 59,721 shares; 2023Q4: 59,302 shares; 2024Q1: 58,576 shares; 2024Q2: 58,664 shares 58,664 $26.2M 4.1% +88 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 183,336 shares; 2023Q2: 210,526 shares; 2023Q3: 232,778 shares; 2023Q4: 244,045 shares; 2024Q1: 261,140 shares; 2024Q2: 282,896 shares 282,896 $22M 3.44% +21,756 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 103,821 shares; 2023Q2: 104,287 shares; 2023Q3: 101,579 shares; 2023Q4: 104,434 shares; 2024Q1: 100,483 shares; 2024Q2: 98,572 shares 98,572 $19M 2.98% -1,911 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 261,731 shares; 2023Q2: 271,278 shares; 2023Q3: 272,631 shares; 2023Q4: 274,283 shares; 2024Q1: 275,640 shares; 2024Q2: 276,848 shares 276,848 $17.4M 2.72% +1,208 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,742 shares; 2023Q2: 15,544 shares; 2023Q3: 14,587 shares; 2023Q4: 14,575 shares; 2024Q1: 14,608 shares; 2024Q2: 135,741 shares 135,741 $16.8M 2.62% +121,133 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,022 shares; 2023Q2: 31,688 shares; 2023Q3: 68,801 shares; 2023Q4: 113,895 shares; 2024Q1: 122,149 shares; 2024Q2: 132,474 shares 132,474 $13.6M 2.13% +10,325 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 60,984 shares; 2023Q2: 60,122 shares; 2023Q3: 58,218 shares; 2023Q4: 59,125 shares; 2024Q1: 58,785 shares; 2024Q2: 57,299 shares 57,299 $10.4M 1.63% -1,486 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 60,242 shares; 2023Q2: 61,515 shares; 2023Q3: 62,181 shares; 2023Q4: 58,030 shares; 2024Q1: 58,683 shares; 2024Q2: 57,820 shares 57,820 $9.92M 1.55% -863 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 51,802 shares; 2023Q2: 42,903 shares; 2023Q3: 43,239 shares; 2023Q4: 41,797 shares; 2024Q1: 39,243 shares; 2024Q2: 40,355 shares 40,355 $9.13M 1.43% +1,112 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 70,881 shares; 2023Q2: 71,045 shares; 2023Q3: 73,193 shares; 2023Q4: 73,623 shares; 2024Q1: 74,045 shares; 2024Q2: 72,945 shares 72,945 $9.03M 1.41% -1,100 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 41,263 shares; 2023Q2: 41,818 shares; 2023Q3: 41,017 shares; 2023Q4: 40,903 shares; 2024Q1: 39,650 shares; 2024Q2: 39,717 shares 39,717 $8.48M 1.33% +67 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 127,025 shares; 2023Q2: 133,406 shares; 2023Q3: 134,638 shares; 2023Q4: 138,415 shares; 2024Q1: 145,665 shares; 2024Q2: 143,657 shares 143,657 $8.42M 1.32% -2,008 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 56,297 shares; 2023Q2: 62,065 shares; 2023Q3: 62,211 shares; 2023Q4: 66,848 shares; 2024Q1: 68,715 shares; 2024Q2: 53,754 shares 53,754 $7.83M 1.22% -14,961 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26,231 shares; 2023Q2: 25,862 shares; 2023Q3: 25,804 shares; 2023Q4: 34,540 shares; 2024Q1: 56,287 shares; 2024Q2: 56,027 shares 56,027 $7.37M 1.15% -260 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 87,326 shares; 2023Q2: 88,836 shares; 2023Q3: 89,698 shares; 2023Q4: 93,112 shares; 2024Q1: 96,871 shares; 2024Q2: 96,627 shares 96,627 $7.17M 1.12% -244 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 36,421 shares; 2023Q2: 36,519 shares; 2023Q3: 36,077 shares; 2023Q4: 36,777 shares; 2024Q1: 55,469 shares; 2024Q2: 46,699 shares 46,699 $6.83M 1.07% -8,770 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 21,790 shares; 2023Q3: 22,246 shares; 2023Q4: 22,319 shares; 2024Q1: 35,867 shares; 2024Q2: 39,122 shares 39,122 $6.78M 1.06% +3,255 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 94,080 shares; 2023Q2: 94,974 shares; 2023Q3: 94,589 shares; 2023Q4: 99,680 shares; 2024Q1: 107,380 shares; 2024Q2: 110,279 shares 110,279 $6.35M 0.99% +2,899 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 49,713 shares; 2023Q2: 53,519 shares; 2023Q3: 57,391 shares; 2023Q4: 63,739 shares; 2024Q1: 93,296 shares; 2024Q2: 100,691 shares 100,691 $5.71M 0.89% +7,395 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,086 shares; 2023Q2: 13,618 shares; 2023Q3: 12,908 shares; 2023Q4: 12,486 shares; 2024Q1: 11,631 shares; 2024Q2: 11,297 shares 11,297 $5.7M 0.89% -334 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,457 shares; 2023Q2: 25,974 shares; 2023Q3: 25,928 shares; 2023Q4: 26,088 shares; 2024Q1: 25,869 shares; 2024Q2: 26,259 shares 26,259 $5.31M 0.83% +390 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 62,813 shares; 2023Q2: 55,032 shares; 2023Q3: 55,417 shares; 2023Q4: 61,060 shares; 2024Q1: 59,256 shares; 2024Q2: 58,636 shares 58,636 $5.02M 0.79% -620 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,921 shares; 2023Q2: 19,052 shares; 2023Q3: 19,526 shares; 2023Q4: 19,516 shares; 2024Q1: 60,330 shares; 2024Q2: 73,910 shares 73,910 $5M 0.78% +13,580 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35,432 shares; 2023Q2: 35,692 shares; 2023Q3: 35,916 shares; 2023Q4: 35,887 shares; 2024Q1: 40,372 shares; 2024Q2: 43,207 shares 43,207 $4.97M 0.78% +2,835 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35,051 shares; 2023Q2: 37,021 shares; 2023Q3: 36,586 shares; 2023Q4: 37,721 shares; 2024Q1: 38,671 shares; 2024Q2: 40,291 shares 40,291 $4.65M 0.73% +1,620 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 34,665 shares; 2023Q4: 34,726 shares; 2024Q1: 62,154 shares; 2024Q2: 62,053 shares 62,053 $4.34M 0.68% -101 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 41,508 shares; 2023Q2: 50,825 shares; 2023Q3: 57,969 shares; 2023Q4: 77,259 shares; 2024Q1: 96,445 shares; 2024Q2: 110,765 shares 110,765 $4.33M 0.68% +14,320 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 9,655 shares; 2023Q3: 18,149 shares; 2023Q4: 33,371 shares; 2024Q1: 44,663 shares; 2024Q2: 46,052 shares 46,052 $4.31M 0.67% +1,389 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,936 shares; 2023Q2: 11,013 shares; 2023Q3: 12,963 shares; 2023Q4: 12,772 shares; 2024Q1: 23,283 shares; 2024Q2: 23,869 shares 23,869 $4.21M 0.66% +586 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 30,325 shares; 2023Q2: 30,324 shares; 2023Q3: 30,329 shares; 2023Q4: 30,149 shares; 2024Q1: 30,159 shares; 2024Q2: 30,149 shares 30,149 $4.17M 0.65% -10 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,762 shares; 2023Q2: 10,758 shares; 2023Q3: 12,962 shares; 2023Q4: 13,386 shares; 2024Q1: 15,955 shares; 2024Q2: 17,170 shares 17,170 $4.16M 0.65% +1,215 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 104,175 shares; 2023Q2: 109,575 shares; 2023Q3: 110,276 shares; 2023Q4: 109,695 shares; 2024Q1: 52,278 shares; 2024Q2: 69,404 shares 69,404 $4.1M 0.64% +17,126 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,688 shares; 2023Q2: 7,740 shares; 2023Q3: 7,736 shares; 2023Q4: 7,627 shares; 2024Q1: 7,836 shares; 2024Q2: 9,912 shares 9,912 $4.03M 0.63% +2,076 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 61,101 shares; 2023Q2: 61,468 shares; 2023Q3: 26,029 shares; 2023Q4: 24,957 shares; 2024Q1: 24,564 shares; 2024Q2: 19,703 shares 19,703 $3.92M 0.61% -4,861 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,509 shares; 2023Q3: 2,763 shares; 2023Q4: 2,566 shares; 2024Q1: 33,121 shares; 2024Q2: 40,173 shares 40,173 $3.91M 0.61% +7,052 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 33,140 shares; 2023Q2: 33,334 shares; 2023Q3: 34,584 shares; 2023Q4: 37,374 shares; 2024Q1: 38,547 shares; 2024Q2: 38,566 shares 38,566 $3.87M 0.61% +19 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,846 shares; 2023Q2: 9,275 shares; 2023Q3: 9,453 shares; 2023Q4: 9,840 shares; 2024Q1: 10,335 shares; 2024Q2: 10,879 shares 10,879 $3.74M 0.59% +544 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 55,221 shares; 2024Q1: 58,819 shares; 2024Q2: 60,516 shares 60,516 $3.68M 0.58% +1,697 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,712 shares; 2023Q2: 8,032 shares; 2023Q3: 10,614 shares; 2023Q4: 10,773 shares; 2024Q1: 68,477 shares; 2024Q2: 87,881 shares 87,881 $3.61M 0.56% +19,404 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,874 shares; 2023Q2: 8,079 shares; 2023Q3: 8,048 shares; 2023Q4: 8,049 shares; 2024Q1: 8,005 shares; 2024Q2: 8,078 shares 8,078 $3.56M 0.56% +73 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,831 shares; 2023Q2: 11,889 shares; 2023Q3: 11,839 shares; 2023Q4: 11,710 shares; 2024Q1: 11,740 shares; 2024Q2: 11,752 shares 11,752 $3.52M 0.55% +12 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 30,668 shares; 2023Q3: 30,723 shares; 2023Q4: 30,371 shares; 2024Q1: 29,863 shares; 2024Q2: 29,586 shares 29,586 $3.47M 0.54% -277 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,875 shares; 2023Q2: 24,873 shares; 2023Q3: 24,907 shares; 2023Q4: 24,730 shares; 2024Q1: 24,659 shares; 2024Q2: 24,649 shares 24,649 $3.44M 0.54% -10 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 48,393 shares; 2023Q2: 53,461 shares; 2023Q3: 53,740 shares; 2023Q4: 38,394 shares; 2024Q1: 39,506 shares; 2024Q2: 43,699 shares 43,699 $3.44M 0.54% +4,193 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,022 shares; 2024Q2: 10,117 shares 10,117 $3.43M 0.54% +95 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,866 shares; 2023Q2: 4,845 shares; 2023Q3: 6,232 shares; 2023Q4: 6,242 shares; 2024Q1: 6,240 shares; 2024Q2: 6,235 shares 6,235 $3.38M 0.53% -5 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 29,403 shares; 2023Q2: 31,841 shares; 2023Q3: 31,401 shares; 2023Q4: 36,299 shares; 2024Q1: 35,003 shares; 2024Q2: 36,509 shares 36,509 $3.35M 0.52% +1,506 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,322 shares; 2023Q2: 18,301 shares; 2023Q3: 18,375 shares; 2023Q4: 17,568 shares; 2024Q1: 17,874 shares; 2024Q2: 18,357 shares 18,357 $3.35M 0.52% +483 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,975 shares; 2023Q2: 12,243 shares; 2023Q3: 12,564 shares; 2023Q4: 12,443 shares; 2024Q1: 12,558 shares; 2024Q2: 12,654 shares 12,654 $3.32M 0.52% +96 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 40,532 shares; 2023Q2: 41,032 shares; 2023Q3: 40,144 shares; 2023Q4: 33,208 shares; 2024Q1: 30,911 shares; 2024Q2: 29,129 shares 29,129 $3.11M 0.49% -1,782 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,273 shares; 2023Q2: 18,546 shares; 2023Q3: 19,643 shares; 2023Q4: 23,859 shares; 2024Q1: 26,665 shares; 2024Q2: 28,437 shares 28,437 $3.03M 0.47% +1,772 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,714 shares; 2023Q2: 5,536 shares; 2023Q3: 5,725 shares; 2023Q4: 5,756 shares; 2024Q1: 5,498 shares; 2024Q2: 5,558 shares 5,558 $3.02M 0.47% +60 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 118,853 shares 118,853 $3.01M 0.47% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 160,268 shares 160,268 $3M 0.47% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,296 shares; 2023Q2: 2,202 shares; 2023Q3: 1,994 shares; 2023Q4: 1,879 shares; 2024Q1: 1,873 shares; 2024Q2: 1,815 shares 1,815 $2.91M 0.46% -58 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 85,959 shares; 2023Q2: 150,628 shares; 2023Q3: 157,410 shares; 2023Q4: 133,372 shares; 2024Q1: 138,723 shares; 2024Q2: 103,286 shares 103,286 $2.89M 0.45% -35,437 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21,462 shares; 2023Q2: 21,874 shares; 2023Q3: 25,032 shares; 2023Q4: 26,873 shares; 2024Q1: 27,130 shares; 2024Q2: 28,694 shares 28,694 $2.88M 0.45% +1,564 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21,866 shares; 2023Q2: 21,710 shares; 2023Q3: 21,365 shares; 2023Q4: 20,807 shares; 2024Q1: 20,780 shares; 2024Q2: 20,731 shares 20,731 $2.74M 0.43% -49 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,905 shares; 2023Q2: 7,152 shares; 2023Q3: 9,500 shares; 2023Q4: 38,359 shares; 2024Q1: 39,891 shares; 2024Q2: 39,323 shares 39,323 $2.7M 0.42% -568 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,288 shares; 2023Q2: 7,712 shares; 2023Q3: 7,904 shares; 2023Q4: 7,817 shares; 2024Q1: 8,008 shares; 2024Q2: 8,306 shares 8,306 $2.6M 0.41% +298 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,298 shares; 2023Q2: 11,357 shares; 2023Q3: 20,256 shares; 2023Q4: 18,798 shares; 2024Q1: 18,780 shares; 2024Q2: 18,131 shares 18,131 $2.59M 0.4% -649 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,685 shares; 2023Q2: 12,495 shares; 2023Q3: 13,021 shares; 2023Q4: 13,353 shares; 2024Q1: 13,391 shares; 2024Q2: 15,295 shares 15,295 $2.52M 0.39% +1,904 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 52,149 shares; 2023Q2: 56,732 shares; 2023Q3: 57,491 shares; 2023Q4: 61,912 shares; 2024Q1: 33,299 shares; 2024Q2: 32,375 shares 32,375 $2.48M 0.39% -924 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,367 shares; 2023Q2: 6,192 shares; 2023Q3: 7,285 shares; 2023Q4: 14,774 shares; 2024Q1: 9,453 shares; 2024Q2: 4,845 shares 4,845 $2.47M 0.39% -4,608 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,153 shares; 2023Q2: 20,554 shares; 2023Q3: 20,871 shares; 2023Q4: 21,247 shares; 2024Q1: 21,906 shares; 2024Q2: 23,310 shares 23,310 $2.42M 0.38% +1,404 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,849 shares; 2023Q2: 21,796 shares; 2023Q3: 21,022 shares; 2023Q4: 20,747 shares; 2024Q1: 20,654 shares; 2024Q2: 21,163 shares 21,163 $2.33M 0.36% +509 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,034 shares; 2023Q2: 1,360 shares; 2023Q3: 1,364 shares; 2023Q4: 1,277 shares; 2024Q1: 1,301 shares; 2024Q2: 5,144 shares 5,144 $2.33M 0.36% +3,843 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,959 shares; 2023Q2: 3,364 shares; 2023Q3: 3,604 shares; 2023Q4: 3,948 shares; 2024Q1: 4,416 shares; 2024Q2: 4,899 shares 4,899 $2.29M 0.36% +483 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,355 shares; 2023Q4: 6,355 shares; 2024Q1: not reported; 2024Q2: 31,060 shares 31,060 $2.28M 0.36% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 66,232 shares; 2023Q2: 68,700 shares; 2023Q3: 69,249 shares; 2023Q4: 46,189 shares; 2024Q1: 45,874 shares; 2024Q2: 43,170 shares 43,170 $2.25M 0.35% -2,704 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,255 shares; 2023Q2: 3,276 shares; 2023Q3: 3,916 shares; 2023Q4: 4,080 shares; 2024Q1: 3,875 shares; 2024Q2: 4,011 shares 4,011 $2.22M 0.35% +136 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,332 shares; 2023Q2: 7,638 shares; 2023Q3: 7,102 shares; 2023Q4: 6,892 shares; 2024Q1: 6,998 shares; 2024Q2: 6,979 shares 6,979 $2.19M 0.34% -19 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,731 shares; 2023Q2: 8,999 shares; 2023Q3: 8,981 shares; 2023Q4: 8,818 shares; 2024Q1: 8,530 shares; 2024Q2: 8,546 shares 8,546 $2.18M 0.34% +16 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,116 shares; 2023Q2: 2,134 shares; 2023Q3: 2,143 shares; 2023Q4: 2,475 shares; 2024Q1: 2,613 shares; 2024Q2: 2,561 shares 2,561 $2.18M 0.34% -52 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 45,659 shares; 2024Q1: 45,867 shares; 2024Q2: 45,535 shares 45,535 $2.16M 0.34% -332 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 7,944 shares; 2023Q3: 7,871 shares; 2023Q4: 3,549 shares; 2024Q1: 3,436 shares; 2024Q2: 3,336 shares 3,336 $2.16M 0.34% -100 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,278 shares; 2023Q2: 3,277 shares; 2023Q3: 3,278 shares; 2023Q4: 3,278 shares; 2024Q1: 3,285 shares; 2024Q2: 4,334 shares 4,334 $2.08M 0.32% +1,049 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,511 shares; 2023Q2: 9,606 shares; 2023Q3: 9,966 shares; 2023Q4: 10,646 shares; 2024Q1: 12,959 shares; 2024Q2: 13,241 shares 13,241 $2.07M 0.32% +282 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 31,862 shares; 2023Q4: 29,360 shares; 2024Q1: 29,460 shares; 2024Q2: 29,417 shares 29,417 $2.01M 0.31% -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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,700 shares; 2023Q2: 5,645 shares; 2023Q3: 21,395 shares; 2023Q4: 21,561 shares; 2024Q1: 21,527 shares; 2024Q2: 26,153 shares 26,153 $1.97M 0.31% +4,626 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,170 shares; 2023Q2: 17,968 shares; 2023Q3: 17,950 shares; 2023Q4: 17,677 shares; 2024Q1: 16,909 shares; 2024Q2: 15,901 shares 15,901 $1.97M 0.31% -1,008 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,347 shares; 2023Q2: 9,200 shares; 2023Q3: 8,813 shares; 2023Q4: 8,510 shares; 2024Q1: 8,415 shares; 2024Q2: 8,259 shares 8,259 $1.95M 0.3% -156 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,547 shares; 2023Q2: 8,531 shares; 2023Q3: 7,903 shares; 2023Q4: 8,036 shares; 2024Q1: 7,975 shares; 2024Q2: 7,510 shares 7,510 $1.93M 0.3% -465 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100,107 shares 100,107 $1.92M 0.3% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,760 shares; 2023Q2: 8,401 shares; 2023Q3: 7,660 shares; 2023Q4: 7,486 shares; 2024Q1: 7,559 shares; 2024Q2: 7,550 shares 7,550 $1.92M 0.3% -9 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 33,480 shares; 2023Q2: 22,758 shares; 2023Q3: 22,354 shares; 2023Q4: 23,360 shares; 2024Q1: 22,545 shares; 2024Q2: 23,163 shares 23,163 $1.85M 0.29% +618 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 34,645 shares 34,645 $1.83M 0.29% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 52,960 shares; 2023Q2: 45,920 shares; 2023Q3: 45,270 shares; 2023Q4: 19,100 shares; 2024Q1: 19,460 shares; 2024Q2: 19,464 shares 19,464 $1.8M 0.28% +4 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,994 shares; 2023Q2: 15,980 shares; 2023Q3: 15,881 shares; 2023Q4: 15,881 shares; 2024Q1: 11,242 shares; 2024Q2: 11,096 shares 11,096 $1.8M 0.28% -146 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,311 shares 15,311 $1.79M 0.28% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 49,543 shares; 2023Q2: 48,735 shares; 2023Q3: 48,504 shares; 2023Q4: 46,858 shares; 2024Q1: 53,742 shares; 2024Q2: 52,617 shares 52,617 $1.78M 0.28% -1,125 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 21,601 shares; 2024Q2: 22,306 shares 22,306 $1.72M 0.27% +705 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 37,778 shares; 2023Q2: 44,601 shares; 2023Q3: 42,857 shares; 2023Q4: 24,130 shares; 2024Q1: 26,569 shares; 2024Q2: 25,288 shares 25,288 $1.72M 0.27% -1,281 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,198 shares; 2023Q2: 4,147 shares; 2023Q3: 4,092 shares; 2023Q4: 4,077 shares; 2024Q1: 4,152 shares; 2024Q2: 4,149 shares 4,149 $1.68M 0.26% -3 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 29,427 shares; 2023Q2: 30,878 shares; 2023Q3: 20,391 shares; 2023Q4: 20,898 shares; 2024Q1: 21,513 shares; 2024Q2: 23,697 shares 23,697 $1.68M 0.26% +2,184 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 43,703 shares; 2023Q2: 45,266 shares; 2023Q3: 42,307 shares; 2023Q4: 38,016 shares; 2024Q1: 38,008 shares; 2024Q2: 37,804 shares 37,804 $1.66M 0.26% -204 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,240 shares; 2023Q2: 1,349 shares; 2023Q3: 1,786 shares; 2023Q4: 1,777 shares; 2024Q1: 1,797 shares; 2024Q2: 1,820 shares 1,820 $1.65M 0.26% +23 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,399 shares; 2023Q2: 24,976 shares; 2023Q3: 25,518 shares; 2023Q4: 25,553 shares; 2024Q1: 15,960 shares; 2024Q2: 16,112 shares 16,112 $1.63M 0.26% +152 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,867 shares; 2023Q2: 6,772 shares; 2023Q3: 6,786 shares; 2023Q4: 6,887 shares; 2024Q1: 7,139 shares; 2024Q2: 7,285 shares 7,285 $1.61M 0.25% +146 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,507 shares; 2023Q2: 1,646 shares; 2023Q3: 5,054 shares; 2023Q4: 5,111 shares; 2024Q1: 26,584 shares; 2024Q2: 27,186 shares 27,186 $1.59M 0.25% +602 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,431 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14,700 shares; 2024Q2: 14,757 shares 14,757 $1.51M 0.24% +57 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,284 shares; 2023Q2: 12,160 shares; 2023Q3: 12,256 shares; 2023Q4: 12,224 shares; 2024Q1: 13,032 shares; 2024Q2: 13,155 shares 13,155 $1.5M 0.24% +123 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,290 shares; 2023Q2: 6,319 shares; 2023Q3: 6,327 shares; 2023Q4: 6,303 shares; 2024Q1: 6,296 shares; 2024Q2: 6,294 shares 6,294 $1.5M 0.23% -2 Timeline SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,881 shares; 2024Q2: 1,830 shares 1,830 $1.5M 0.23% -51 BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 44,133 shares; 2023Q2: 42,139 shares; 2023Q3: 41,447 shares; 2023Q4: 37,562 shares; 2024Q1: 36,696 shares; 2024Q2: 36,475 shares 36,475 $1.45M 0.23% -221 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,957 shares 4,957 $1.38M 0.22% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 28,710 shares; 2024Q1: 53,020 shares; 2024Q2: 55,166 shares 55,166 $1.38M 0.22% +2,146 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,089 shares; 2023Q2: 8,866 shares; 2023Q3: 8,561 shares; 2023Q4: 8,621 shares; 2024Q1: 8,561 shares; 2024Q2: 8,591 shares 8,591 $1.36M 0.21% +30 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,660 shares; 2023Q2: 5,686 shares; 2023Q3: 5,724 shares; 2023Q4: 5,767 shares; 2024Q1: 5,803 shares; 2024Q2: 5,813 shares 5,813 $1.35M 0.21% +10 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,328 shares; 2024Q2: 8,366 shares 8,366 $1.33M 0.21% +7,038 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,976 shares; 2023Q2: 8,084 shares; 2023Q3: 8,122 shares; 2023Q4: 6,853 shares; 2024Q1: 6,815 shares; 2024Q2: 6,842 shares 6,842 $1.33M 0.21% +27 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,637 shares; 2023Q3: 10,263 shares; 2023Q4: 30,395 shares; 2024Q1: 28,720 shares; 2024Q2: 29,322 shares 29,322 $1.31M 0.2% +602 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26,309 shares; 2023Q2: 28,325 shares; 2023Q3: 24,115 shares; 2023Q4: 29,368 shares; 2024Q1: 30,315 shares; 2024Q2: 31,243 shares 31,243 $1.29M 0.2% +928 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,404 shares; 2023Q2: 3,333 shares; 2023Q3: 6,696 shares; 2023Q4: 6,589 shares; 2024Q1: 6,604 shares; 2024Q2: 6,620 shares 6,620 $1.29M 0.2% +16 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,247 shares; 2023Q2: 6,197 shares; 2023Q3: 5,936 shares; 2023Q4: 5,936 shares; 2024Q1: 5,936 shares; 2024Q2: 5,948 shares 5,948 $1.28M 0.2% +12 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 25,030 shares; 2023Q2: 24,900 shares; 2023Q3: 24,937 shares; 2023Q4: 10,269 shares; 2024Q1: 10,223 shares; 2024Q2: 10,229 shares 10,229 $1.25M 0.19% +6 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,166 shares; 2023Q2: 1,153 shares; 2023Q3: 1,146 shares; 2023Q4: 1,146 shares; 2024Q1: 1,280 shares; 2024Q2: 3,221 shares 3,221 $1.24M 0.19% +1,941 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,919 shares; 2023Q2: 4,277 shares; 2023Q3: 4,163 shares; 2023Q4: 4,008 shares; 2024Q1: 3,901 shares; 2024Q2: 3,768 shares 3,768 $1.24M 0.19% -133 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,255 shares; 2023Q2: 1,264 shares; 2023Q3: 1,570 shares; 2023Q4: 1,823 shares; 2024Q1: 1,820 shares; 2024Q2: 2,237 shares 2,237 $1.22M 0.19% +417 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,030 shares; 2023Q2: 15,950 shares; 2023Q3: 15,950 shares; 2023Q4: 15,557 shares; 2024Q1: 14,945 shares; 2024Q2: 14,945 shares 14,945 $1.22M 0.19% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,273 shares; 2023Q2: 3,695 shares; 2023Q3: 3,521 shares; 2023Q4: 3,646 shares; 2024Q1: 3,724 shares; 2024Q2: 4,015 shares 4,015 $1.22M 0.19% +291 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,553 shares; 2023Q2: 14,569 shares; 2023Q3: 16,072 shares; 2023Q4: 15,440 shares; 2024Q1: 15,666 shares; 2024Q2: 15,653 shares 15,653 $1.21M 0.19% -13 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18,131 shares; 2024Q2: 19,959 shares 19,959 $1.21M 0.19% +1,828 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,535 shares; 2023Q2: 24,817 shares; 2023Q3: 24,505 shares; 2023Q4: 24,648 shares; 2024Q1: 24,955 shares; 2024Q2: 23,368 shares 23,368 $1.2M 0.19% -1,587 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,083 shares; 2023Q2: 19,691 shares; 2023Q3: 19,850 shares; 2023Q4: 20,634 shares; 2024Q1: 21,480 shares; 2024Q2: 20,994 shares 20,994 $1.2M 0.19% -486 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,576 shares; 2023Q2: 11,726 shares; 2023Q3: 14,628 shares; 2023Q4: 14,754 shares; 2024Q1: 17,920 shares; 2024Q2: 20,048 shares 20,048 $1.19M 0.19% +2,128 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,397 shares; 2023Q2: 20,364 shares; 2023Q3: 16,055 shares; 2023Q4: 11,644 shares; 2024Q1: 11,127 shares; 2024Q2: 11,385 shares 11,385 $1.17M 0.18% +258 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 43,401 shares; 2023Q4: 42,989 shares; 2024Q1: 39,772 shares; 2024Q2: 39,772 shares 39,772 $1.15M 0.18% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,740 shares; 2023Q2: 3,518 shares; 2023Q3: 3,481 shares; 2023Q4: 3,909 shares; 2024Q1: 6,578 shares; 2024Q2: 6,585 shares 6,585 $1.14M 0.18% +7 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,121 shares; 2023Q2: 1,345 shares; 2023Q3: 1,329 shares; 2023Q4: 1,380 shares; 2024Q1: 1,417 shares; 2024Q2: 1,440 shares 1,440 $1.13M 0.18% +23 TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,325 shares; 2023Q2: 5,626 shares; 2023Q3: 5,432 shares; 2023Q4: 5,872 shares; 2024Q1: 6,269 shares; 2024Q2: 5,721 shares 5,721 $1.13M 0.18% -548 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,301 shares; 2023Q2: 7,025 shares; 2023Q3: 4,105 shares; 2023Q4: 4,387 shares; 2024Q1: 4,554 shares; 2024Q2: 4,932 shares 4,932 $1.12M 0.17% +378 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,300 shares; 2023Q2: 4,257 shares; 2023Q3: 4,210 shares; 2023Q4: 4,110 shares; 2024Q1: 4,074 shares; 2024Q2: 4,098 shares 4,098 $1.11M 0.17% +24 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,517 shares; 2023Q2: 4,174 shares; 2023Q3: 4,458 shares; 2023Q4: 4,038 shares; 2024Q1: 4,145 shares; 2024Q2: 4,248 shares 4,248 $1.1M 0.17% +103 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 95,926 shares; 2023Q3: 108,802 shares; 2023Q4: 95,180 shares; 2024Q1: 100,242 shares; 2024Q2: 59,475 shares 59,475 $1.08M 0.17% -40,767 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,767 shares; 2023Q2: 2,736 shares; 2023Q3: 2,744 shares; 2023Q4: 2,807 shares; 2024Q1: 2,785 shares; 2024Q2: 2,800 shares 2,800 $1.07M 0.17% +15 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,882 shares; 2023Q2: 5,642 shares; 2023Q3: 6,012 shares; 2023Q4: 5,807 shares; 2024Q1: 6,010 shares; 2024Q2: 6,451 shares 6,451 $1.06M 0.17% +441 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,721 shares; 2023Q2: 4,624 shares; 2023Q3: 4,572 shares; 2023Q4: 6,920 shares; 2024Q1: 7,004 shares; 2024Q2: 7,457 shares 7,457 $1.05M 0.16% +453 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,789 shares; 2023Q2: 3,422 shares; 2023Q3: 3,458 shares; 2023Q4: 3,734 shares; 2024Q1: 3,850 shares; 2024Q2: 3,986 shares 3,986 $1.04M 0.16% +136 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 149,954 shares; 2023Q2: 146,156 shares; 2023Q3: 102,272 shares; 2023Q4: 91,118 shares; 2024Q1: 41,390 shares; 2024Q2: 31,739 shares 31,739 $1.04M 0.16% -9,651 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 31,997 shares; 2023Q2: 31,959 shares; 2023Q3: 30,818 shares; 2023Q4: 10,566 shares; 2024Q1: 7,753 shares; 2024Q2: 7,434 shares 7,434 $1.02M 0.16% -319 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 194,268 shares; 2023Q2: 214,825 shares; 2023Q3: 165,195 shares; 2023Q4: 125,359 shares; 2024Q1: 125,455 shares; 2024Q2: 88,533 shares 88,533 $990K 0.15% -36,922 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,610 shares; 2023Q2: 3,856 shares; 2023Q3: 3,973 shares; 2023Q4: 4,068 shares; 2024Q1: 4,096 shares; 2024Q2: 4,165 shares 4,165 $987K 0.15% +69 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,656 shares; 2023Q2: 7,600 shares; 2023Q3: 11,849 shares; 2023Q4: 12,546 shares; 2024Q1: 12,639 shares; 2024Q2: 12,572 shares 12,572 $968K 0.15% -67 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 34,602 shares; 2023Q2: 35,729 shares; 2023Q3: 35,520 shares; 2023Q4: 31,507 shares; 2024Q1: 19,085 shares; 2024Q2: 20,231 shares 20,231 $961K 0.15% +1,146 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,757 shares; 2023Q2: 14,125 shares; 2023Q3: 11,799 shares; 2023Q4: 10,175 shares; 2024Q1: 10,155 shares; 2024Q2: 10,100 shares 10,100 $939K 0.15% -55 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,581 shares; 2023Q2: 2,629 shares; 2023Q3: 2,771 shares; 2023Q4: 2,841 shares; 2024Q1: 2,698 shares; 2024Q2: 2,745 shares 2,745 $934K 0.15% +47 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,266 shares; 2023Q2: 2,321 shares; 2023Q3: 2,356 shares; 2023Q4: 1,833 shares; 2024Q1: 1,952 shares; 2024Q2: 2,009 shares 2,009 $931K 0.15% +57 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,083 shares; 2023Q2: 4,082 shares; 2023Q3: 5,437 shares; 2023Q4: 5,647 shares; 2024Q1: 5,550 shares; 2024Q2: 5,597 shares 5,597 $919K 0.14% +47 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,298 shares; 2024Q1: 1,299 shares; 2024Q2: 1,307 shares 1,307 $915K 0.14% +8 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,384 shares; 2023Q2: 1,401 shares; 2023Q3: 1,358 shares; 2023Q4: 1,361 shares; 2024Q1: 1,356 shares; 2024Q2: 1,370 shares 1,370 $900K 0.14% +14 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,764 shares; 2023Q2: 11,327 shares; 2023Q3: 11,059 shares; 2023Q4: 10,336 shares; 2024Q1: 9,857 shares; 2024Q2: 9,666 shares 9,666 $864K 0.14% -191 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,289 shares; 2023Q2: 7,065 shares; 2023Q3: 7,015 shares; 2023Q4: 6,216 shares; 2024Q1: 5,666 shares; 2024Q2: 5,592 shares 5,592 $842K 0.13% -74 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,538 shares; 2023Q2: 5,594 shares; 2023Q3: 5,623 shares; 2023Q4: 10,326 shares; 2024Q1: 10,423 shares; 2024Q2: 10,621 shares 10,621 $833K 0.13% +198 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,837 shares; 2023Q2: 1,845 shares; 2023Q3: 1,855 shares; 2023Q4: 1,861 shares; 2024Q1: 1,850 shares; 2024Q2: 1,862 shares 1,862 $830K 0.13% +12 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16,509 shares 16,509 $821K 0.13% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,447 shares; 2023Q2: 7,450 shares; 2023Q3: 7,452 shares; 2023Q4: 3,910 shares; 2024Q1: 3,874 shares; 2024Q2: 3,878 shares 3,878 $817K 0.13% +4 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,907 shares; 2023Q2: 7,024 shares; 2023Q3: 7,070 shares; 2023Q4: 7,046 shares; 2024Q1: 7,026 shares; 2024Q2: 6,998 shares 6,998 $816K 0.13% -28 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,114 shares; 2023Q3: 1,470 shares; 2023Q4: 1,697 shares; 2024Q1: 1,882 shares; 2024Q2: 1,894 shares 1,894 $809K 0.13% +12 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 661 shares; 2023Q2: 743 shares; 2023Q3: 778 shares; 2023Q4: 843 shares; 2024Q1: 946 shares; 2024Q2: 1,502 shares 1,502 $803K 0.13% +556 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,059 shares; 2023Q2: 4,085 shares; 2023Q3: 4,086 shares; 2023Q4: 4,088 shares; 2024Q1: 4,157 shares; 2024Q2: 4,040 shares 4,040 $796K 0.12% -117 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,974 shares; 2023Q2: 9,950 shares; 2023Q3: 10,052 shares; 2023Q4: 10,055 shares; 2024Q1: 10,916 shares; 2024Q2: 11,008 shares 11,008 $795K 0.12% +92 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,693 shares; 2023Q2: 6,333 shares; 2023Q3: 6,220 shares; 2023Q4: 5,901 shares; 2024Q1: 5,888 shares; 2024Q2: 5,775 shares 5,775 $793K 0.12% -113 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,175 shares; 2023Q2: 16,144 shares; 2023Q3: 16,783 shares; 2023Q4: 15,667 shares; 2024Q1: 15,836 shares; 2024Q2: 16,169 shares 16,169 $778K 0.12% +333 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,358 shares; 2023Q2: 23,293 shares; 2023Q3: 7,764 shares; 2023Q4: 7,573 shares; 2024Q1: 7,473 shares; 2024Q2: 7,552 shares 7,552 $750K 0.12% +79 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,562 shares; 2023Q2: 11,682 shares; 2023Q3: 11,612 shares; 2023Q4: 11,158 shares; 2024Q1: 11,074 shares; 2024Q2: 11,839 shares 11,839 $744K 0.12% +765 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,531 shares; 2023Q2: 12,624 shares; 2023Q3: 12,681 shares; 2023Q4: 11,934 shares; 2024Q1: 11,302 shares; 2024Q2: 11,343 shares 11,343 $742K 0.12% +41 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,299 shares; 2023Q2: 4,791 shares; 2023Q3: 4,498 shares; 2023Q4: 5,170 shares; 2024Q1: 5,505 shares; 2024Q2: 5,190 shares 5,190 $733K 0.11% -315 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,699 shares; 2023Q2: 2,499 shares; 2023Q3: 24,820 shares; 2023Q4: 24,281 shares; 2024Q1: 24,352 shares; 2024Q2: 24,312 shares 24,312 $730K 0.11% -40 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,956 shares; 2023Q2: 15,853 shares; 2023Q3: 12,410 shares; 2023Q4: 10,162 shares; 2024Q1: 10,150 shares; 2024Q2: 9,553 shares 9,553 $729K 0.11% -597 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,305 shares; 2023Q2: 5,482 shares; 2023Q3: 5,482 shares; 2023Q4: 5,483 shares; 2024Q1: 5,383 shares; 2024Q2: 10,786 shares 10,786 $727K 0.11% +5,403 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,136 shares; 2023Q2: 1,651 shares; 2023Q3: 1,651 shares; 2023Q4: 1,424 shares; 2024Q1: 1,317 shares; 2024Q2: 1,258 shares 1,258 $725K 0.11% -59 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,994 shares; 2023Q2: 1,703 shares; 2023Q3: 1,717 shares; 2023Q4: 4,271 shares; 2024Q1: 4,384 shares; 2024Q2: 4,486 shares 4,486 $720K 0.11% +102 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,748 shares; 2023Q2: 6,633 shares; 2023Q3: 7,880 shares; 2023Q4: 6,854 shares; 2024Q1: 7,817 shares; 2024Q2: 9,071 shares 9,071 $710K 0.11% +1,254 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,480 shares; 2023Q2: 5,587 shares; 2023Q3: 5,624 shares; 2023Q4: 5,625 shares; 2024Q1: 5,582 shares; 2024Q2: 5,606 shares 5,606 $706K 0.11% +24 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,845 shares; 2023Q2: 3,926 shares; 2023Q3: 6,964 shares; 2023Q4: 7,369 shares; 2024Q1: 8,285 shares; 2024Q2: 8,654 shares 8,654 $693K 0.11% +369 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,216 shares; 2023Q2: 2,255 shares; 2023Q3: 2,269 shares; 2023Q4: 2,287 shares; 2024Q1: 2,280 shares; 2024Q2: 2,294 shares 2,294 $685K 0.11% +14 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 721 shares; 2023Q2: 717 shares; 2023Q3: 727 shares; 2023Q4: 736 shares; 2024Q1: 645 shares; 2024Q2: 659 shares 659 $674K 0.11% +14 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,316 shares; 2023Q4: 5,206 shares; 2024Q1: 5,185 shares; 2024Q2: 5,208 shares 5,208 $673K 0.11% +23 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,000 shares; 2023Q2: 9,011 shares; 2023Q3: 9,000 shares; 2023Q4: 9,000 shares; 2024Q1: 9,000 shares; 2024Q2: 9,038 shares 9,038 $666K 0.1% +38 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,896 shares; 2023Q2: 2,968 shares; 2023Q3: 3,141 shares; 2023Q4: 2,940 shares; 2024Q1: 2,942 shares; 2024Q2: 2,945 shares 2,945 $661K 0.1% +3 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,936 shares; 2023Q2: 12,259 shares; 2023Q3: 10,604 shares; 2023Q4: 9,443 shares; 2024Q1: 9,805 shares; 2024Q2: 10,019 shares 10,019 $638K 0.1% +214 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,004 shares 17,004 $635K 0.1% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,926 shares; 2023Q2: 2,931 shares; 2023Q3: 2,933 shares; 2023Q4: 2,934 shares; 2024Q1: 2,933 shares; 2024Q2: 2,935 shares 2,935 $626K 0.1% +2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 27,790 shares; 2023Q2: 27,790 shares; 2023Q3: 27,790 shares; 2023Q4: 27,790 shares; 2024Q1: 27,790 shares; 2024Q2: 27,790 shares 27,790 $625K 0.1% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 5,400 shares; 2023Q3: 19,399 shares; 2023Q4: 10,163 shares; 2024Q1: 10,463 shares; 2024Q2: 11,014 shares 11,014 $620K 0.1% +551 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,502 shares; 2023Q2: 6,502 shares; 2023Q3: 6,502 shares; 2023Q4: 6,516 shares; 2024Q1: 6,518 shares; 2024Q2: 6,628 shares 6,628 $613K 0.1% +110 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,717 shares; 2023Q2: 2,783 shares; 2023Q3: 2,797 shares; 2023Q4: 2,787 shares; 2024Q1: 2,767 shares; 2024Q2: 2,787 shares 2,787 $612K 0.1% +20 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,966 shares; 2023Q2: 1,938 shares; 2023Q3: 1,948 shares; 2023Q4: 1,955 shares; 2024Q1: 1,987 shares; 2024Q2: 2,090 shares 2,090 $606K 0.09% +103 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,884 shares; 2023Q3: 3,564 shares; 2023Q4: 4,181 shares; 2024Q1: 4,752 shares; 2024Q2: 5,054 shares 5,054 $599K 0.09% +302 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,055 shares; 2023Q2: 3,080 shares; 2023Q3: 2,580 shares; 2023Q4: 2,569 shares; 2024Q1: 2,420 shares; 2024Q2: 2,440 shares 2,440 $570K 0.09% +20 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 28,068 shares 28,068 $560K 0.09% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 733 shares; 2023Q2: 743 shares; 2023Q3: 749 shares; 2023Q4: 747 shares; 2024Q1: 731 shares; 2024Q2: 737 shares 737 $558K 0.09% +6 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,209 shares; 2023Q2: 9,287 shares; 2023Q3: 9,314 shares; 2023Q4: 9,245 shares; 2024Q1: 9,198 shares; 2024Q2: 9,243 shares 9,243 $557K 0.09% +45 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,552 shares; 2023Q2: 11,897 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,505 shares 9,505 $536K 0.08% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,660 shares; 2023Q2: 1,683 shares; 2023Q3: 2,235 shares; 2023Q4: 2,961 shares; 2024Q1: 2,858 shares; 2024Q2: 2,858 shares 2,858 $522K 0.08% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,996 shares; 2023Q2: 3,065 shares; 2023Q3: 2,997 shares; 2023Q4: 2,918 shares; 2024Q1: 2,995 shares; 2024Q2: 3,125 shares 3,125 $519K 0.08% +130 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,093 shares; 2023Q2: 959 shares; 2023Q3: 1,029 shares; 2023Q4: 853 shares; 2024Q1: 1,005 shares; 2024Q2: 1,030 shares 1,030 $515K 0.08% +25 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,602 shares; 2023Q2: 1,602 shares; 2023Q3: 1,667 shares; 2023Q4: 1,742 shares; 2024Q1: 1,915 shares; 2024Q2: 1,916 shares 1,916 $513K 0.08% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,286 shares; 2023Q2: 6,286 shares; 2023Q3: 6,286 shares; 2023Q4: 6,403 shares; 2024Q1: 6,411 shares; 2024Q2: 6,461 shares 6,461 $508K 0.08% +50 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,790 shares; 2023Q2: 4,785 shares; 2023Q3: 4,794 shares; 2023Q4: 4,820 shares; 2024Q1: 4,820 shares; 2024Q2: 4,785 shares 4,785 $504K 0.08% -35 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 854 shares; 2023Q2: 862 shares; 2023Q3: 890 shares; 2023Q4: 1,081 shares; 2024Q1: 1,225 shares; 2024Q2: 1,112 shares 1,112 $495K 0.08% -113 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,441 shares; 2023Q2: 1,483 shares; 2023Q3: 1,484 shares; 2023Q4: 1,486 shares; 2024Q1: 1,473 shares; 2024Q2: 1,472 shares 1,472 $490K 0.08% -1 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,390 shares; 2023Q2: 13,202 shares; 2023Q3: 10,098 shares; 2023Q4: 9,911 shares; 2024Q1: 9,415 shares; 2024Q2: 9,699 shares 9,699 $488K 0.08% +284 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,845 shares 9,845 $484K 0.08% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,580 shares; 2023Q2: 14,786 shares; 2023Q3: 15,594 shares; 2023Q4: 8,198 shares; 2024Q1: not reported; 2024Q2: 16,668 shares 16,668 $481K 0.08% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,538 shares; 2023Q4: 7,486 shares; 2024Q1: 9,115 shares; 2024Q2: 9,840 shares 9,840 $480K 0.07% +725 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,532 shares; 2023Q2: 1,532 shares; 2023Q3: 1,482 shares; 2023Q4: 1,378 shares; 2024Q1: 1,368 shares; 2024Q2: 1,298 shares 1,298 $473K 0.07% -70 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,620 shares; 2023Q2: 2,620 shares; 2023Q3: 2,620 shares; 2023Q4: 2,584 shares; 2024Q1: 2,584 shares; 2024Q2: 2,584 shares 2,584 $472K 0.07% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,491 shares; 2023Q2: 1,519 shares; 2023Q3: 1,506 shares; 2023Q4: 1,509 shares; 2024Q1: 1,502 shares; 2024Q2: 1,516 shares 1,516 $466K 0.07% +14 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 180,318 shares; 2023Q2: 172,453 shares; 2023Q3: 139,574 shares; 2023Q4: 119,952 shares; 2024Q1: 120,090 shares; 2024Q2: 40,509 shares 40,509 $464K 0.07% -79,581 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,216 shares; 2023Q2: 7,216 shares; 2023Q3: 7,474 shares; 2023Q4: 7,108 shares; 2024Q1: 7,152 shares; 2024Q2: 7,265 shares 7,265 $461K 0.07% +113 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,071 shares; 2023Q2: 1,065 shares; 2023Q3: 1,065 shares; 2023Q4: 1,097 shares; 2024Q1: 793 shares; 2024Q2: 816 shares 816 $453K 0.07% +23 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,858 shares; 2023Q4: 2,561 shares; 2024Q1: 2,656 shares; 2024Q2: 2,684 shares 2,684 $453K 0.07% +28 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,085 shares; 2024Q1: 1,104 shares; 2024Q2: 1,172 shares 1,172 $449K 0.07% +68 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50,227 shares; 2023Q2: 40,999 shares; 2023Q3: 35,194 shares; 2023Q4: 27,271 shares; 2024Q1: 26,053 shares; 2024Q2: 21,610 shares 21,610 $449K 0.07% -4,443 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,254 shares; 2023Q2: 4,251 shares; 2023Q3: 4,251 shares; 2023Q4: 4,258 shares; 2024Q1: 4,085 shares; 2024Q2: 4,088 shares 4,088 $444K 0.07% +3 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,149 shares; 2023Q2: 3,190 shares; 2023Q3: 3,562 shares; 2023Q4: 3,384 shares; 2024Q1: 3,358 shares; 2024Q2: 3,345 shares 3,345 $442K 0.07% -13 Timeline AZEK CO INC AZEK CO INC More: the full row for AZEK CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,630 shares; 2023Q2: 10,130 shares; 2023Q3: 10,130 shares; 2023Q4: 10,130 shares; 2024Q1: 10,130 shares; 2024Q2: 10,130 shares 10,130 $427K 0.07% 0 MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,360 shares; 2024Q2: 4,580 shares 4,580 $419K 0.07% +220 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,030 shares; 2023Q3: 10,804 shares; 2023Q4: 10,958 shares; 2024Q1: 10,995 shares; 2024Q2: 11,355 shares 11,355 $416K 0.07% +360 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,770 shares; 2023Q2: 10,770 shares; 2023Q3: 10,771 shares; 2023Q4: 10,772 shares; 2024Q1: 10,961 shares; 2024Q2: 10,962 shares 10,962 $409K 0.06% +1 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,734 shares; 2023Q2: 1,735 shares; 2023Q3: 1,737 shares; 2023Q4: 1,739 shares; 2024Q1: 1,768 shares; 2024Q2: 1,861 shares 1,861 $406K 0.06% +93 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,995 shares; 2023Q2: 4,996 shares; 2023Q3: 6,186 shares; 2023Q4: 5,433 shares; 2024Q1: 5,435 shares; 2024Q2: 5,435 shares 5,435 $403K 0.06% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,997 shares; 2023Q4: 9,605 shares; 2024Q1: 9,390 shares; 2024Q2: 9,324 shares 9,324 $402K 0.06% -66 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,856 shares; 2023Q2: 5,534 shares; 2023Q3: 5,549 shares; 2023Q4: 5,708 shares; 2024Q1: 5,886 shares; 2024Q2: 5,749 shares 5,749 $394K 0.06% -137 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,901 shares; 2023Q2: 7,044 shares; 2023Q3: 6,861 shares; 2023Q4: 6,968 shares; 2024Q1: 6,509 shares; 2024Q2: 11,081 shares 11,081 $394K 0.06% +4,572 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,742 shares; 2023Q3: not reported; 2023Q4: 2,672 shares; 2024Q1: 2,848 shares; 2024Q2: 3,008 shares 3,008 $393K 0.06% +160 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 567 shares; 2023Q2: 567 shares; 2023Q3: 567 shares; 2023Q4: 567 shares; 2024Q1: 552 shares; 2024Q2: 471 shares 471 $387K 0.06% -81 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,651 shares; 2023Q2: 5,768 shares; 2023Q3: 5,734 shares; 2023Q4: 5,402 shares; 2024Q1: 5,362 shares; 2024Q2: 5,391 shares 5,391 $382K 0.06% +29 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,739 shares; 2023Q2: 1,739 shares; 2023Q3: 1,688 shares; 2023Q4: 1,653 shares; 2024Q1: 1,504 shares; 2024Q2: 1,504 shares 1,504 $372K 0.06% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,379 shares; 2023Q2: 1,311 shares; 2023Q3: 1,307 shares; 2023Q4: 1,469 shares; 2024Q1: 1,483 shares; 2024Q2: 1,486 shares 1,486 $371K 0.06% +3 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,888 shares; 2023Q4: 2,228 shares; 2024Q1: 2,440 shares; 2024Q2: 3,263 shares 3,263 $366K 0.06% +823 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,735 shares; 2023Q2: 15,972 shares; 2023Q3: 16,209 shares; 2023Q4: 16,105 shares; 2024Q1: 15,708 shares; 2024Q2: 15,958 shares 15,958 $366K 0.06% +250 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,483 shares; 2024Q2: 4,897 shares 4,897 $356K 0.06% +414 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,484 shares; 2023Q2: 5,484 shares; 2023Q3: 5,484 shares; 2023Q4: 5,484 shares; 2024Q1: 5,484 shares; 2024Q2: 5,484 shares 5,484 $351K 0.05% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,895 shares; 2023Q3: 3,649 shares; 2023Q4: 3,191 shares; 2024Q1: 2,987 shares; 2024Q2: 2,959 shares 2,959 $349K 0.05% -28 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,110 shares; 2024Q1: 7,665 shares; 2024Q2: 8,774 shares 8,774 $348K 0.05% +1,109 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,489 shares; 2023Q4: 2,922 shares; 2024Q1: 3,195 shares; 2024Q2: 3,528 shares 3,528 $342K 0.05% +333 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,338 shares; 2023Q2: 1,338 shares; 2023Q3: 1,338 shares; 2023Q4: 1,878 shares; 2024Q1: 1,878 shares; 2024Q2: 1,878 shares 1,878 $342K 0.05% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,805 shares; 2024Q1: 10,525 shares; 2024Q2: 10,540 shares 10,540 $340K 0.05% +15 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,790 shares; 2023Q2: 14,590 shares; 2023Q3: 14,190 shares; 2023Q4: 13,913 shares; 2024Q1: 13,813 shares; 2024Q2: 13,613 shares 13,613 $335K 0.05% -200 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,959 shares; 2023Q2: 13,672 shares; 2023Q3: 13,731 shares; 2023Q4: 10,724 shares; 2024Q1: 7,129 shares; 2024Q2: 7,347 shares 7,347 $335K 0.05% +218 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,421 shares; 2023Q2: 2,790 shares; 2023Q3: 2,655 shares; 2023Q4: 2,611 shares; 2024Q1: 2,474 shares; 2024Q2: 2,562 shares 2,562 $326K 0.05% +88 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,296 shares; 2023Q4: 2,617 shares; 2024Q1: 2,867 shares; 2024Q2: 2,692 shares 2,692 $325K 0.05% -175 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,745 shares; 2023Q2: 5,511 shares; 2023Q3: 4,914 shares; 2023Q4: 4,914 shares; 2024Q1: 4,914 shares; 2024Q2: 4,914 shares 4,914 $314K 0.05% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,804 shares; 2023Q2: 3,320 shares; 2023Q3: 3,443 shares; 2023Q4: 3,381 shares; 2024Q1: 3,179 shares; 2024Q2: 3,265 shares 3,265 $303K 0.05% +86 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,048 shares; 2024Q1: 2,048 shares; 2024Q2: 2,048 shares 2,048 $299K 0.05% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,541 shares; 2023Q2: 3,598 shares; 2023Q3: 3,158 shares; 2023Q4: 3,101 shares; 2024Q1: 3,101 shares; 2024Q2: 2,853 shares 2,853 $297K 0.05% -248 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,318 shares; 2023Q2: 1,280 shares; 2023Q3: 1,281 shares; 2023Q4: 1,150 shares; 2024Q1: 1,086 shares; 2024Q2: 1,086 shares 1,086 $289K 0.05% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,186 shares; 2023Q2: 4,354 shares; 2023Q3: 4,379 shares; 2023Q4: 4,260 shares; 2024Q1: 4,311 shares; 2024Q2: 3,206 shares 3,206 $287K 0.04% -1,105 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 250 shares; 2023Q4: 262 shares; 2024Q1: 259 shares; 2024Q2: 266 shares 266 $280K 0.04% +7 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,410 shares; 2023Q2: 9,410 shares; 2023Q3: 9,410 shares; 2023Q4: 9,410 shares; 2024Q1: 9,429 shares; 2024Q2: 9,447 shares 9,447 $274K 0.04% +18 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,458 shares; 2023Q2: 14,892 shares; 2023Q3: 20,138 shares; 2023Q4: 22,387 shares; 2024Q1: 23,468 shares; 2024Q2: 23,651 shares 23,651 $273K 0.04% +183 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,567 shares; 2023Q2: 1,568 shares; 2023Q3: 1,568 shares; 2023Q4: 1,555 shares; 2024Q1: 1,360 shares; 2024Q2: 1,334 shares 1,334 $271K 0.04% -26 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 676 shares; 2024Q2: 640 shares 640 $271K 0.04% -36 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,946 shares; 2023Q4: 6,678 shares; 2024Q1: 6,305 shares; 2024Q2: 6,494 shares 6,494 $270K 0.04% +189 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,009 shares; 2023Q2: 3,559 shares; 2023Q3: 3,384 shares; 2023Q4: 3,171 shares; 2024Q1: 3,114 shares; 2024Q2: 2,526 shares 2,526 $269K 0.04% -588 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 373 shares; 2024Q2: 398 shares 398 $269K 0.04% +25 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,313 shares; 2023Q2: 2,391 shares; 2023Q3: 2,434 shares; 2023Q4: 2,514 shares; 2024Q1: 2,427 shares; 2024Q2: 2,424 shares 2,424 $267K 0.04% -3 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,088 shares; 2023Q2: 3,089 shares; 2023Q3: 3,090 shares; 2023Q4: 3,048 shares; 2024Q1: 3,423 shares; 2024Q2: 3,423 shares 3,423 $266K 0.04% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,191 shares; 2023Q2: 1,191 shares; 2023Q3: not reported; 2023Q4: 1,191 shares; 2024Q1: 1,191 shares; 2024Q2: 1,191 shares 1,191 $266K 0.04% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,979 shares; 2023Q3: 2,979 shares; 2023Q4: 2,980 shares; 2024Q1: 2,980 shares; 2024Q2: 2,980 shares 2,980 $266K 0.04% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,526 shares; 2024Q2: 1,526 shares 1,526 $265K 0.04% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 750 shares; 2023Q4: 777 shares; 2024Q1: 829 shares; 2024Q2: 795 shares 795 $263K 0.04% -34 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,016 shares; 2023Q2: 1,016 shares; 2023Q3: 999 shares; 2023Q4: 795 shares; 2024Q1: 698 shares; 2024Q2: 698 shares 698 $261K 0.04% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 793 shares; 2023Q3: 865 shares; 2023Q4: 959 shares; 2024Q1: 974 shares; 2024Q2: 944 shares 944 $260K 0.04% -30 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 14,729 shares; 2023Q4: 14,561 shares; 2024Q1: 13,752 shares; 2024Q2: 14,022 shares 14,022 $260K 0.04% +270 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,181 shares; 2023Q2: 2,131 shares; 2023Q3: 2,131 shares; 2023Q4: 2,131 shares; 2024Q1: 2,131 shares; 2024Q2: 2,131 shares 2,131 $258K 0.04% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,619 shares; 2023Q2: not reported; 2023Q3: 2,854 shares; 2023Q4: 2,854 shares; 2024Q1: 2,749 shares; 2024Q2: 2,787 shares 2,787 $254K 0.04% +38 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,703 shares 1,703 $253K 0.04% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,468 shares; 2023Q2: 7,469 shares; 2023Q3: 7,469 shares; 2023Q4: 7,470 shares; 2024Q1: 7,471 shares; 2024Q2: 7,510 shares 7,510 $251K 0.04% +39 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,527 shares; 2023Q2: 36,737 shares; 2023Q3: 37,850 shares; 2023Q4: 8,128 shares; 2024Q1: 6,771 shares; 2024Q2: 6,028 shares 6,028 $250K 0.04% -743 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,403 shares; 2023Q2: 6,109 shares; 2023Q3: 6,283 shares; 2023Q4: 6,202 shares; 2024Q1: 5,796 shares; 2024Q2: 5,935 shares 5,935 $250K 0.04% +139 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,430 shares; 2024Q2: 1,451 shares 1,451 $249K 0.04% +21 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,117 shares; 2023Q2: 7,324 shares; 2023Q3: 7,594 shares; 2023Q4: 6,905 shares; 2024Q1: 7,466 shares; 2024Q2: 7,997 shares 7,997 $248K 0.04% +531 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 678 shares; 2024Q1: 680 shares; 2024Q2: 683 shares 683 $247K 0.04% +3 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,357 shares; 2023Q2: 1,333 shares; 2023Q3: 1,333 shares; 2023Q4: 1,333 shares; 2024Q1: 1,225 shares; 2024Q2: 1,204 shares 1,204 $244K 0.04% -21 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,396 shares; 2024Q1: 2,700 shares; 2024Q2: 3,074 shares 3,074 $239K 0.04% +374 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,876 shares; 2024Q2: 1,699 shares 1,699 $237K 0.04% -177 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 38,432 shares; 2023Q2: 40,192 shares; 2023Q3: 32,655 shares; 2023Q4: 24,532 shares; 2024Q1: 4,046 shares; 2024Q2: 4,089 shares 4,089 $237K 0.04% +43 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,520 shares; 2023Q2: 5,602 shares; 2023Q3: 5,629 shares; 2023Q4: 2,116 shares; 2024Q1: 1,725 shares; 2024Q2: 1,712 shares 1,712 $237K 0.04% -13 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,254 shares 12,254 $235K 0.04% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,064 shares; 2023Q2: 1,037 shares; 2023Q3: 1,037 shares; 2023Q4: 1,031 shares; 2024Q1: 1,072 shares; 2024Q2: 1,093 shares 1,093 $235K 0.04% +21 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,508 shares; 2023Q3: not reported; 2023Q4: 1,379 shares; 2024Q1: 1,379 shares; 2024Q2: 1,379 shares 1,379 $232K 0.04% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,340 shares; 2024Q2: 9,127 shares 9,127 $232K 0.04% -3,213 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,490 shares; 2023Q2: 4,597 shares; 2023Q3: 4,761 shares; 2023Q4: 4,134 shares; 2024Q1: 4,167 shares; 2024Q2: 4,710 shares 4,710 $230K 0.04% +543 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 585 shares; 2023Q3: not reported; 2023Q4: 585 shares; 2024Q1: 585 shares; 2024Q2: 585 shares 585 $229K 0.04% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,834 shares; 2023Q2: 1,834 shares; 2023Q3: 1,658 shares; 2023Q4: 1,658 shares; 2024Q1: 1,501 shares; 2024Q2: 1,466 shares 1,466 $222K 0.03% -35 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,386 shares; 2023Q4: 1,255 shares; 2024Q1: 1,268 shares; 2024Q2: 1,269 shares 1,269 $221K 0.03% +1 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,909 shares; 2023Q4: 3,933 shares; 2024Q1: 3,205 shares; 2024Q2: 3,303 shares 3,303 $219K 0.03% +98 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,785 shares; 2023Q3: 2,585 shares; 2023Q4: 2,435 shares; 2024Q1: 2,205 shares; 2024Q2: 2,155 shares 2,155 $218K 0.03% -50 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,097 shares 2,097 $217K 0.03% new Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,172 shares; 2024Q2: 9,006 shares 9,006 $216K 0.03% -166 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,032 shares 1,032 $214K 0.03% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,746 shares 7,746 $214K 0.03% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,444 shares 1,444 $209K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,926 shares 10,926 $205K 0.03% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,979 shares; 2023Q2: 3,979 shares; 2023Q3: not reported; 2023Q4: 3,890 shares; 2024Q1: 3,640 shares; 2024Q2: 3,570 shares 3,570 $200K 0.03% -70 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 124,835 shares; 2023Q2: 123,516 shares; 2023Q3: 18,271 shares; 2023Q4: 15,342 shares; 2024Q1: 12,954 shares; 2024Q2: 12,954 shares 12,954 $182K 0.03% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,747 shares; 2024Q1: 10,747 shares; 2024Q2: 29,100 shares 29,100 $177K 0.03% +18,353 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,695 shares; 2023Q2: 10,695 shares; 2023Q3: 10,695 shares; 2023Q4: 10,695 shares; 2024Q1: 10,695 shares; 2024Q2: 10,695 shares 10,695 $155K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 29,843 shares; 2023Q2: 22,126 shares; 2023Q3: 13,899 shares; 2023Q4: 11,061 shares; 2024Q1: 11,137 shares; 2024Q2: 11,306 shares 11,306 $142K 0.02% +169 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,841 shares 10,841 $121K 0.02% new Timeline CHGG CHEGG INC More: the full row for CHEGG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,398 shares 11,398 $36K 0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 12,038 shares; 2024Q1: not reported; 2024Q2: 10,038 shares 10,038 $17.4K <0.01% new Timeline BLUEBIRD BIO INC BLUEBIRD BIO INC More: the full row for BLUEBIRD BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,000 shares; 2023Q2: 10,000 shares; 2023Q3: 10,000 shares; 2023Q4: 10,000 shares; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares 10,000 $9.84K <0.01% 0