AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 154,655 shares 154,655 $36M 5.18% -1,336 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 301,837 shares 301,837 $25.5M 3.67% +18,941 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 151,661 shares 151,661 $25.4M 3.65% -449 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 57,897 shares 57,897 $24.9M 3.58% -767 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 100,644 shares 100,644 $18.8M 2.7% +2,072 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; 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; 2024Q3: 274,155 shares 274,155 $18.2M 2.62% -2,693 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; 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; 2024Q3: 160,391 shares 160,391 $16.8M 2.41% +27,917 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 136,451 shares 136,451 $16.6M 2.38% +710 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 57,851 shares 57,851 $11.4M 1.64% +31 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 57,365 shares 57,365 $9.51M 1.37% +66 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 149,755 shares 149,755 $9.43M 1.36% +6,098 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 38,318 shares 38,318 $8.65M 1.24% -2,037 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; 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; 2024Q3: 104,098 shares 104,098 $8.16M 1.17% +7,471 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 39,233 shares 39,233 $8.11M 1.17% -484 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 13,690 shares 13,690 $8M 1.15% +8,791 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 46,994 shares 46,994 $7.62M 1.09% +295 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 35,746 shares 35,746 $7.54M 1.08% +9,487 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 69,685 shares 69,685 $7.5M 1.08% +29,512 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; 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; 2024Q3: 48,364 shares 48,364 $7.45M 1.07% -5,390 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 37,183 shares 37,183 $7.26M 1.04% -1,939 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 110,399 shares 110,399 $6.92M 0.99% +120 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 11,253 shares 11,253 $6.44M 0.93% -44 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 57,986 shares 57,986 $6.01M 0.86% +1,959 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; 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; 2024Q3: 100,798 shares 100,798 $6M 0.86% +107 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 129,040 shares 129,040 $5.85M 0.84% +41,159 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 72,395 shares 72,395 $5.85M 0.84% -1,515 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 191,544 shares 191,544 $5.54M 0.8% +88,258 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 131,534 shares 131,534 $5.46M 0.78% +20,769 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 43,492 shares 43,492 $5.1M 0.73% +285 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 40,631 shares 40,631 $4.86M 0.7% +340 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; 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; 2024Q3: 23,487 shares 23,487 $4.85M 0.7% -382 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 38,752 shares 38,752 $4.7M 0.68% +186 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 47,017 shares 47,017 $4.61M 0.66% +965 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 17,287 shares 17,287 $4.56M 0.66% +117 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 9,813 shares 9,813 $4.52M 0.65% -99 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 30,149 shares 30,149 $4.51M 0.65% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 34,665 shares; 2023Q4: 34,726 shares; 2024Q1: 62,154 shares; 2024Q2: 62,053 shares; 2024Q3: 61,757 shares 61,757 $4.45M 0.64% -296 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 10,966 shares 10,966 $4.44M 0.64% +87 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 38,818 shares 38,818 $4.41M 0.63% -34,127 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 65,936 shares 65,936 $4.15M 0.6% -3,468 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 8,144 shares 8,144 $4.02M 0.58% +66 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 55,221 shares; 2024Q1: 58,819 shares; 2024Q2: 60,516 shares; 2024Q3: 61,098 shares 61,098 $3.96M 0.57% +582 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; 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; 2024Q3: 19,675 shares 19,675 $3.94M 0.57% +1,318 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 43,763 shares 43,763 $3.94M 0.57% +64 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; 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; 2024Q3: 43,606 shares 43,606 $3.66M 0.53% +37,857 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; 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; 2024Q3: 40,262 shares 40,262 $3.64M 0.52% -18,374 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 30,716 shares 30,716 $3.59M 0.52% +2,279 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; 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; 2024Q3: 29,555 shares 29,555 $3.58M 0.51% -31 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 36,350 shares 36,350 $3.57M 0.51% -159 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; 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; 2024Q3: 42,384 shares 42,384 $3.52M 0.51% +10,009 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,022 shares; 2024Q2: 10,117 shares; 2024Q3: 10,127 shares 10,127 $3.46M 0.5% +10 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100,107 shares; 2024Q3: 175,440 shares 175,440 $3.46M 0.5% +75,333 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 19,798 shares 19,798 $3.37M 0.48% +95 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; 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; 2024Q3: 28,616 shares 28,616 $3.3M 0.47% -78 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 5,714 shares 5,714 $3.28M 0.47% +156 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; 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; 2024Q3: 6,228 shares 6,228 $3.24M 0.47% -7 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; 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; 2024Q3: 24,602 shares 24,602 $3.22M 0.46% -47 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 11,735 shares 11,735 $3.21M 0.46% -17 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 27,265 shares 27,265 $3.01M 0.43% -1,864 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 160,268 shares; 2024Q3: 161,418 shares 161,418 $2.98M 0.43% +1,150 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; 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; 2024Q3: 39,024 shares 39,024 $2.84M 0.41% -299 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 16,338 shares 16,338 $2.82M 0.41% +14,523 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 4,775 shares 4,775 $2.79M 0.4% -70 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 19,940 shares 19,940 $2.78M 0.4% -791 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; 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; 2024Q3: 3,336 shares 3,336 $2.7M 0.39% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 8,369 shares 8,369 $2.7M 0.39% +63 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 23,308 shares 23,308 $2.66M 0.38% -2 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 99,167 shares 99,167 $2.64M 0.38% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 15,499 shares 15,499 $2.64M 0.38% +204 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 8,541 shares 8,541 $2.6M 0.37% -5 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; 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; 2024Q3: 5,178 shares 5,178 $2.56M 0.37% +34 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 28,561 shares 28,561 $2.52M 0.36% +2,408 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 45,659 shares; 2024Q1: 45,867 shares; 2024Q2: 45,535 shares; 2024Q3: 63,966 shares 63,966 $2.5M 0.36% +18,431 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; 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; 2024Q3: 3,962 shares 3,962 $2.45M 0.35% -49 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 20,819 shares 20,819 $2.45M 0.35% -344 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 15,837 shares 15,837 $2.43M 0.35% -64 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; 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; 2024Q3: 6,810 shares 6,810 $2.26M 0.32% -169 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; 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; 2024Q3: 4,454 shares 4,454 $2.17M 0.31% +120 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 7,934 shares 7,934 $2.17M 0.31% +424 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; 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; 2024Q3: 40,069 shares 40,069 $2.15M 0.31% -3,101 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 31,862 shares; 2023Q4: 29,360 shares; 2024Q1: 29,460 shares; 2024Q2: 29,417 shares; 2024Q3: 29,766 shares 29,766 $2.13M 0.31% +349 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,431 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14,700 shares; 2024Q2: 14,757 shares; 2024Q3: 15,074 shares 15,074 $2.06M 0.3% +317 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; 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; 2024Q3: 6,901 shares 6,901 $2.06M 0.3% -649 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; 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; 2024Q3: 24,339 shares 24,339 $2.06M 0.3% +642 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 13,612 shares 13,612 $2M 0.29% +371 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,311 shares; 2024Q3: 15,256 shares 15,256 $1.96M 0.28% -55 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; 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; 2024Q3: 23,417 shares 23,417 $1.96M 0.28% +254 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 2,201 shares 2,201 $1.95M 0.28% -360 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; 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; 2024Q3: 16,353 shares 16,353 $1.95M 0.28% -1,778 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; 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; 2024Q3: 7,134 shares 7,134 $1.93M 0.28% -151 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; 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; 2024Q3: 19,465 shares 19,465 $1.92M 0.28% +1 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; 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; 2024Q3: 23,261 shares 23,261 $1.88M 0.27% -2,027 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; 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; 2024Q3: 37,799 shares 37,799 $1.88M 0.27% -5 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 29,303 shares 29,303 $1.83M 0.26% +2,117 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,518 shares 16,518 $1.83M 0.26% new 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; 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; 2024Q3: 11,075 shares 11,075 $1.82M 0.26% -21 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 21,601 shares; 2024Q2: 22,306 shares; 2024Q3: 22,788 shares 22,788 $1.81M 0.26% +482 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 14,643 shares 14,643 $1.78M 0.26% -1,469 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; 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; 2024Q3: 3,892 shares 3,892 $1.75M 0.25% -257 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 6,299 shares 6,299 $1.74M 0.25% +5 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,328 shares; 2024Q2: 8,366 shares; 2024Q3: 8,733 shares 8,733 $1.65M 0.24% +367 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 28,068 shares; 2024Q3: 77,125 shares 77,125 $1.59M 0.23% +49,057 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; 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; 2024Q3: 5,807 shares 5,807 $1.57M 0.23% -6 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 5,628 shares 5,628 $1.55M 0.22% -7,026 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; 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; 2024Q3: 7,648 shares 7,648 $1.55M 0.22% -611 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 28,710 shares; 2024Q1: 53,020 shares; 2024Q2: 55,166 shares; 2024Q3: 55,931 shares 55,931 $1.53M 0.22% +765 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 52,446 shares 52,446 $1.52M 0.22% -171 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 1,700 shares 1,700 $1.51M 0.22% -120 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 34,645 shares; 2024Q3: 21,497 shares 21,497 $1.5M 0.22% -13,148 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; 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; 2024Q3: 8,884 shares 8,884 $1.49M 0.21% +293 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; 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; 2024Q3: 4,140 shares 4,140 $1.46M 0.21% +125 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; 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; 2024Q3: 3,759 shares 3,759 $1.46M 0.21% -9 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 36,593 shares 36,593 $1.45M 0.21% +118 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 23,739 shares 23,739 $1.45M 0.21% +3,691 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 32,240 shares 32,240 $1.45M 0.21% +997 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; 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; 2024Q3: 5,938 shares 5,938 $1.44M 0.21% -10 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 3,206 shares 3,206 $1.44M 0.21% -15 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 6,505 shares 6,505 $1.44M 0.21% -80 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; 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; 2024Q3: 1,494 shares 1,494 $1.42M 0.2% +54 SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 15,685 shares 15,685 $1.41M 0.2% +32 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; 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; 2024Q3: 48,086 shares 48,086 $1.41M 0.2% +31,418 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; 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; 2024Q3: 10,337 shares 10,337 $1.4M 0.2% +108 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 60,490 shares 60,490 $1.4M 0.2% +1,015 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 13,079 shares 13,079 $1.38M 0.2% -76 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 2,385 shares 2,385 $1.38M 0.2% +148 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; 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; 2024Q3: 6,832 shares 6,832 $1.37M 0.2% -10 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18,131 shares; 2024Q2: 19,959 shares; 2024Q3: 20,638 shares 20,638 $1.36M 0.2% +679 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 6,590 shares 6,590 $1.36M 0.2% -30 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 5,185 shares 5,185 $1.36M 0.2% -536 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 21,977 shares 21,977 $1.34M 0.19% +983 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; 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; 2024Q3: 28,656 shares 28,656 $1.34M 0.19% -666 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 24,841 shares 24,841 $1.31M 0.19% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,957 shares; 2024Q3: 5,605 shares 5,605 $1.3M 0.19% +648 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 10,068 shares 10,068 $1.29M 0.19% +7,215 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 5,145 shares 5,145 $1.27M 0.18% +213 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 7,441 shares 7,441 $1.27M 0.18% -16 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; 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; 2024Q3: 33,176 shares 33,176 $1.25M 0.18% +1,437 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 14,945 shares 14,945 $1.24M 0.18% 0 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; 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; 2024Q3: 4,363 shares 4,363 $1.23M 0.18% +115 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; 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; 2024Q3: 23,342 shares 23,342 $1.23M 0.18% -26 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; 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; 2024Q3: 4,131 shares 4,131 $1.2M 0.17% +145 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; 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; 2024Q3: 4,089 shares 4,089 $1.19M 0.17% -9 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; 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; 2024Q3: 11,266 shares 11,266 $1.17M 0.17% +1,600 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 6,669 shares 6,669 $1.16M 0.17% +218 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 43,401 shares; 2023Q4: 42,989 shares; 2024Q1: 39,772 shares; 2024Q2: 39,772 shares; 2024Q3: 39,367 shares 39,367 $1.13M 0.16% -405 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; 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; 2024Q3: 4,208 shares 4,208 $1.1M 0.16% +43 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 20,116 shares 20,116 $1.07M 0.15% -115 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; 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; 2024Q3: 88,680 shares 88,680 $1.06M 0.15% +147 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; 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; 2024Q3: 2,786 shares 2,786 $1.05M 0.15% -14 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; 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; 2024Q3: 10,755 shares 10,755 $1.03M 0.15% +134 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; 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; 2024Q3: 5,612 shares 5,612 $1.01M 0.14% +15 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; 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; 2024Q3: 11,987 shares 11,987 $1M 0.14% -585 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 2,770 shares 2,770 $1M 0.14% +25 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,298 shares; 2024Q1: 1,299 shares; 2024Q2: 1,307 shares; 2024Q3: 4,859 shares 4,859 $1M 0.14% +3,552 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,017 shares 2,017 $992K 0.14% +8 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; 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; 2024Q3: 6,969 shares 6,969 $967K 0.14% -29 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; 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; 2024Q3: 2,023 shares 2,023 $950K 0.14% +129 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; 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; 2024Q3: 9,729 shares 9,729 $905K 0.13% -371 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20,155 shares 20,155 $900K 0.13% new 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; 2022Q4: restricted; 2023Q1: 661 shares; 2023Q2: 743 shares; 2023Q3: 778 shares; 2023Q4: 843 shares; 2024Q1: 946 shares; 2024Q2: 1,502 shares; 2024Q3: 1,569 shares 1,569 $894K 0.13% +67 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; 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; 2024Q3: 1,719 shares 1,719 $888K 0.13% -143 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 12,113 shares 12,113 $865K 0.12% +274 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 3,866 shares 3,866 $862K 0.12% -12 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; 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; 2024Q3: 2,233 shares 2,233 $852K 0.12% -61 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; 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; 2024Q3: 3,935 shares 3,935 $846K 0.12% -105 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,552 shares; 2023Q2: 11,897 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,505 shares; 2024Q3: 14,285 shares 14,285 $846K 0.12% +4,780 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 5,776 shares 5,776 $841K 0.12% +1 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 5,542 shares 5,542 $840K 0.12% -50 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16,509 shares; 2024Q3: 16,281 shares 16,281 $839K 0.12% -228 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 7,448 shares 7,448 $814K 0.12% -3,937 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; 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; 2024Q3: 9,083 shares 9,083 $810K 0.12% +45 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; 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; 2024Q3: 9,288 shares 9,288 $806K 0.12% +217 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,430 shares; 2024Q2: 1,451 shares; 2024Q3: 4,620 shares 4,620 $806K 0.12% +3,169 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; 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; 2024Q3: 16,191 shares 16,191 $793K 0.11% +22 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 24,499 shares 24,499 $790K 0.11% new Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,004 shares; 2024Q3: 19,864 shares 19,864 $782K 0.11% +2,860 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; 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; 2024Q3: 10,588 shares 10,588 $780K 0.11% -755 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,245 shares 1,245 $773K 0.11% -125 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 4,378 shares 4,378 $764K 0.11% -108 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; 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; 2024Q3: 9,126 shares 9,126 $757K 0.11% +472 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 11,361 shares 11,361 $749K 0.11% +353 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; 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; 2024Q3: 3,126 shares 3,126 $744K 0.11% +181 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; 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; 2024Q3: 23,038 shares 23,038 $743K 0.11% -1,274 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; 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; 2024Q3: 2,594 shares 2,594 $735K 0.11% +678 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 7,606 shares 7,606 $732K 0.11% +54 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 10,085 shares 10,085 $725K 0.1% +66 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; 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; 2024Q3: 5,311 shares 5,311 $724K 0.1% -2,123 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 9,397 shares 9,397 $724K 0.1% -156 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; 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; 2024Q3: 27,541 shares 27,541 $717K 0.1% -249 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,316 shares; 2023Q4: 5,206 shares; 2024Q1: 5,185 shares; 2024Q2: 5,208 shares; 2024Q3: 4,872 shares 4,872 $712K 0.1% -336 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 10,719 shares 10,719 $698K 0.1% -67 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 5,312 shares 5,312 $698K 0.1% +122 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; 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; 2024Q3: 8,401 shares 8,401 $691K 0.1% +3,010 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; 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; 2024Q3: 5,590 shares 5,590 $687K 0.1% -16 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 1,166 shares 1,166 $684K 0.1% -92 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,775 shares 2,775 $673K 0.1% -12 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 9,211 shares 9,211 $672K 0.1% -32 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 6,948 shares 6,948 $665K 0.1% +320 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 733 shares; 2023Q2: 743 shares; 2023Q3: 749 shares; 2023Q4: 747 shares; 2024Q1: 731 shares; 2024Q2: 737 shares; 2024Q3: 748 shares 748 $664K 0.1% +11 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 10,994 shares 10,994 $651K 0.09% -20 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; 2022Q4: restricted; 2023Q1: 1,093 shares; 2023Q2: 959 shares; 2023Q3: 1,029 shares; 2023Q4: 853 shares; 2024Q1: 1,005 shares; 2024Q2: 1,030 shares; 2024Q3: 1,215 shares 1,215 $641K 0.09% +185 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 3,086 shares 3,086 $641K 0.09% +151 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; 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; 2024Q3: 2,097 shares 2,097 $634K 0.09% +7 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; 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; 2024Q3: 4,800 shares 4,800 $627K 0.09% +15 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 4,539 shares 4,539 $609K 0.09% -515 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; 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; 2024Q3: 2,468 shares 2,468 $595K 0.09% +28 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 1,495 shares 1,495 $585K 0.08% +23 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 14,188 shares 14,188 $576K 0.08% +3,107 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,538 shares; 2023Q4: 7,486 shares; 2024Q1: 9,115 shares; 2024Q2: 9,840 shares; 2024Q3: 10,898 shares 10,898 $576K 0.08% +1,058 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; 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; 2024Q3: 2,850 shares 2,850 $572K 0.08% -8 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,516 shares 1,516 $571K 0.08% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,858 shares; 2023Q4: 2,561 shares; 2024Q1: 2,656 shares; 2024Q2: 2,684 shares; 2024Q3: 3,046 shares 3,046 $554K 0.08% +362 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; 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; 2024Q3: 9,748 shares 9,748 $553K 0.08% +3,287 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; 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; 2024Q3: 3,129 shares 3,129 $552K 0.08% +4 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 854 shares; 2023Q2: 862 shares; 2023Q3: 890 shares; 2023Q4: 1,081 shares; 2024Q1: 1,225 shares; 2024Q2: 1,112 shares; 2024Q3: 1,118 shares 1,118 $549K 0.08% +6 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,449 shares 1,449 $544K 0.08% +151 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; 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; 2024Q3: 2,620 shares 2,620 $519K 0.07% +36 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; 2022Q4: restricted; 2023Q1: 721 shares; 2023Q2: 717 shares; 2023Q3: 727 shares; 2023Q4: 736 shares; 2024Q1: 645 shares; 2024Q2: 659 shares; 2024Q3: 622 shares 622 $518K 0.07% -37 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,881 shares; 2024Q2: 1,830 shares; 2024Q3: 1,177 shares 1,177 $490K 0.07% -653 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; 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; 2024Q3: 40,548 shares 40,548 $485K 0.07% +39 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,742 shares; 2023Q3: not reported; 2023Q4: 2,672 shares; 2024Q1: 2,848 shares; 2024Q2: 3,008 shares; 2024Q3: 3,440 shares 3,440 $483K 0.07% +432 HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 4,092 shares 4,092 $481K 0.07% +4 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,845 shares; 2024Q3: 9,708 shares 9,708 $475K 0.07% -137 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; 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; 2024Q3: 10,130 shares 10,130 $474K 0.07% 0 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; 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; 2024Q3: 5,800 shares 5,800 $466K 0.07% +365 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; 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; 2024Q3: 21,499 shares 21,499 $465K 0.07% -111 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,110 shares; 2024Q1: 7,665 shares; 2024Q2: 8,774 shares; 2024Q3: 10,124 shares 10,124 $463K 0.07% +1,350 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 7,288 shares 7,288 $456K 0.07% +23 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,997 shares; 2023Q4: 9,605 shares; 2024Q1: 9,390 shares; 2024Q2: 9,324 shares; 2024Q3: 9,332 shares 9,332 $456K 0.07% +8 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,888 shares; 2023Q4: 2,228 shares; 2024Q1: 2,440 shares; 2024Q2: 3,263 shares; 2024Q3: 3,602 shares 3,602 $455K 0.07% +339 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 567 shares; 2023Q2: 567 shares; 2023Q3: 567 shares; 2023Q4: 567 shares; 2024Q1: 552 shares; 2024Q2: 471 shares; 2024Q3: 486 shares 486 $449K 0.06% +15 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 1,863 shares 1,863 $442K 0.06% +2 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,483 shares; 2024Q2: 4,897 shares; 2024Q3: 5,608 shares 5,608 $438K 0.06% +711 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,071 shares; 2023Q2: 1,065 shares; 2023Q3: 1,065 shares; 2023Q4: 1,097 shares; 2024Q1: 793 shares; 2024Q2: 816 shares; 2024Q3: 825 shares 825 $427K 0.06% +9 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; 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; 2024Q3: 10,963 shares 10,963 $423K 0.06% +1 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 5,484 shares 5,484 $419K 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; 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; 2024Q3: 1,483 shares 1,483 $412K 0.06% -3 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; 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; 2024Q3: 15,681 shares 15,681 $407K 0.06% -277 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,360 shares; 2024Q2: 4,580 shares; 2024Q3: 4,883 shares 4,883 $392K 0.06% +303 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 24,422 shares 24,422 $392K 0.06% new 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; 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; 2024Q3: 3,238 shares 3,238 $385K 0.06% +32 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; 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; 2024Q3: 13,613 shares 13,613 $380K 0.05% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,296 shares; 2023Q4: 2,617 shares; 2024Q1: 2,867 shares; 2024Q2: 2,692 shares; 2024Q3: 2,804 shares 2,804 $371K 0.05% +112 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,878 shares 1,878 $370K 0.05% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 678 shares; 2024Q1: 680 shares; 2024Q2: 683 shares; 2024Q3: 685 shares 685 $370K 0.05% +2 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 118,853 shares; 2024Q3: 9,834 shares 9,834 $366K 0.05% -109,019 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,805 shares; 2024Q1: 10,525 shares; 2024Q2: 10,540 shares; 2024Q3: 10,752 shares 10,752 $357K 0.05% +212 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; 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; 2024Q3: 2,492 shares 2,492 $354K 0.05% -70 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; 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; 2024Q3: 4,504 shares 4,504 $351K 0.05% +415 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; 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; 2024Q3: 1,446 shares 1,446 $347K 0.05% -58 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 881 shares 881 $345K 0.05% new 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; 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; 2024Q3: 6,550 shares 6,550 $339K 0.05% +522 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,249 shares 2,249 $337K 0.05% -1,096 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; 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; 2024Q3: 4,978 shares 4,978 $336K 0.05% +64 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,048 shares; 2024Q1: 2,048 shares; 2024Q2: 2,048 shares; 2024Q3: 2,048 shares 2,048 $334K 0.05% 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; 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; 2024Q3: 2,980 shares 2,980 $333K 0.05% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,254 shares; 2024Q3: 16,720 shares 16,720 $327K 0.05% +4,466 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,396 shares; 2024Q1: 2,700 shares; 2024Q2: 3,074 shares; 2024Q3: 3,332 shares 3,332 $325K 0.05% +258 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; 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; 2024Q3: 1,211 shares 1,211 $317K 0.05% +20 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,489 shares; 2023Q4: 2,922 shares; 2024Q1: 3,195 shares; 2024Q2: 3,528 shares; 2024Q3: 3,126 shares 3,126 $317K 0.05% -402 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; 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; 2024Q3: 1,335 shares 1,335 $312K 0.04% +1 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 598 shares; 2024Q2: not reported; 2024Q3: 694 shares 694 $299K 0.04% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,340 shares; 2024Q2: 9,127 shares; 2024Q3: 11,226 shares 11,226 $295K 0.04% +2,099 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; 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; 2024Q3: 1,045 shares 1,045 $295K 0.04% -41 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; 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; 2024Q3: 23,838 shares 23,838 $294K 0.04% +187 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,131 shares 2,131 $288K 0.04% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,386 shares; 2023Q4: 1,255 shares; 2024Q1: 1,268 shares; 2024Q2: 1,269 shares; 2024Q3: 1,506 shares 1,506 $286K 0.04% +237 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,946 shares; 2023Q4: 6,678 shares; 2024Q1: 6,305 shares; 2024Q2: 6,494 shares; 2024Q3: 6,266 shares 6,266 $285K 0.04% -228 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 9,466 shares 9,466 $276K 0.04% +19 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 2,528 shares 2,528 $275K 0.04% +2 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; 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; 2024Q3: 3,290 shares 3,290 $273K 0.04% -133 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; 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; 2024Q3: 1,100 shares 1,100 $273K 0.04% +7 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 676 shares; 2024Q2: 640 shares; 2024Q3: 656 shares 656 $273K 0.04% +16 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 250 shares; 2023Q4: 262 shares; 2024Q1: 259 shares; 2024Q2: 266 shares; 2024Q3: 258 shares 258 $271K 0.04% -8 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,526 shares; 2024Q2: 1,526 shares; 2024Q3: 1,561 shares 1,561 $271K 0.04% +35 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 750 shares; 2023Q4: 777 shares; 2024Q1: 829 shares; 2024Q2: 795 shares; 2024Q3: 782 shares 782 $271K 0.04% -13 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 5,301 shares 5,301 $271K 0.04% -2,046 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; 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; 2024Q3: 2,442 shares 2,442 $267K 0.04% +18 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,204 shares 1,204 $266K 0.04% 0 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 14,729 shares; 2023Q4: 14,561 shares; 2024Q1: 13,752 shares; 2024Q2: 14,022 shares; 2024Q3: 13,785 shares 13,785 $265K 0.04% -237 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,032 shares; 2024Q3: 1,042 shares 1,042 $264K 0.04% +10 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,016 shares; 2023Q2: 1,016 shares; 2023Q3: 999 shares; 2023Q4: 795 shares; 2024Q1: 698 shares; 2024Q2: 698 shares; 2024Q3: 684 shares 684 $263K 0.04% -14 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 7,528 shares 7,528 $260K 0.04% +18 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,876 shares; 2024Q2: 1,699 shares; 2024Q3: 1,642 shares 1,642 $257K 0.04% -57 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 2,613 shares 2,613 $257K 0.04% -652 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,149 shares 2,149 $255K 0.04% new Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,005 shares 2,005 $255K 0.04% -150 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; 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; 2024Q3: 2,020 shares 2,020 $252K 0.04% -939 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,619 shares; 2023Q2: not reported; 2023Q3: 2,854 shares; 2023Q4: 2,854 shares; 2024Q1: 2,749 shares; 2024Q2: 2,787 shares; 2024Q3: 2,839 shares 2,839 $249K 0.04% +52 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,746 shares; 2024Q3: 8,644 shares 8,644 $248K 0.04% +898 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 585 shares; 2023Q3: not reported; 2023Q4: 585 shares; 2024Q1: 585 shares; 2024Q2: 585 shares; 2024Q3: 585 shares 585 $248K 0.04% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,711 shares 1,711 $243K 0.03% -1 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; 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; 2024Q3: 4,800 shares 4,800 $243K 0.03% +90 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 793 shares; 2023Q3: 865 shares; 2023Q4: 959 shares; 2024Q1: 974 shares; 2024Q2: 944 shares; 2024Q3: 903 shares 903 $242K 0.03% -41 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 45,753 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,746 shares 5,746 $240K 0.03% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,809 shares; 2024Q2: not reported; 2024Q3: 2,870 shares 2,870 $237K 0.03% new 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; 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; 2024Q3: 1,466 shares 1,466 $236K 0.03% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,508 shares; 2023Q3: not reported; 2023Q4: 1,379 shares; 2024Q1: 1,379 shares; 2024Q2: 1,379 shares; 2024Q3: 1,379 shares 1,379 $235K 0.03% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,444 shares; 2024Q3: 1,444 shares 1,444 $229K 0.03% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 781 shares; 2024Q2: not reported; 2024Q3: 788 shares 788 $227K 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,926 shares; 2024Q3: 10,926 shares 10,926 $222K 0.03% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,172 shares; 2024Q2: 9,006 shares; 2024Q3: 9,042 shares 9,042 $221K 0.03% +36 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,097 shares; 2024Q3: 1,993 shares 1,993 $218K 0.03% -104 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,043 shares 2,043 $218K 0.03% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,783 shares 3,783 $216K 0.03% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,703 shares; 2024Q3: 1,608 shares 1,608 $215K 0.03% -95 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,737 shares 3,737 $214K 0.03% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,359 shares 5,359 $213K 0.03% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 337 shares 337 $213K 0.03% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,023 shares 2,023 $211K 0.03% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 936 shares 936 $211K 0.03% new Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,415 shares 1,415 $210K 0.03% new Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,123 shares; 2023Q3: 1,149 shares; 2023Q4: 1,089 shares; 2024Q1: 1,085 shares; 2024Q2: not reported; 2024Q3: 1,048 shares 1,048 $208K 0.03% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 18,506 shares; 2023Q2: 14,120 shares; 2023Q3: 10,600 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,352 shares 9,352 $206K 0.03% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 26,731 shares; 2023Q2: not reported; 2023Q3: 5,768 shares; 2023Q4: 4,906 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,352 shares 4,352 $206K 0.03% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 988 shares 988 $204K 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; 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; 2024Q3: 3,420 shares 3,420 $203K 0.03% -150 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,085 shares; 2024Q1: 1,104 shares; 2024Q2: 1,172 shares; 2024Q3: 720 shares 720 $202K 0.03% -452 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 728 shares 728 $200K 0.03% new Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,044 shares 10,044 $200K 0.03% new Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,910 shares 11,910 $179K 0.03% new 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; 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; 2024Q3: 10,695 shares 10,695 $168K 0.02% 0 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; 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; 2024Q3: 11,695 shares 11,695 $157K 0.02% -1,259 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 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; 2024Q3: 12,092 shares 12,092 $128K 0.02% +786 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,705 shares 13,705 $77.8K 0.01% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,747 shares; 2024Q1: 10,747 shares; 2024Q2: 29,100 shares; 2024Q3: 22,027 shares 22,027 $68.9K 0.01% -7,073 Timeline SHLS SHOALS TECHNOLOGIES GROUP IN More: the full row for SHOALS TECHNOLOGIES GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,781 shares 10,781 $60.5K 0.01% 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,398 shares; 2024Q3: 12,011 shares 12,011 $21.3K <0.01% +613 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 12,038 shares; 2024Q1: not reported; 2024Q2: 10,038 shares; 2024Q3: 10,038 shares 10,038 $10.4K <0.01% 0 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; 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; 2024Q3: 10,000 shares 10,000 $5.2K <0.01% 0