SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 219,600 shares; 2023Q4: 210,919 shares; 2024Q1: 162,436 shares 162,436 $16.4M 12.5% -48,483 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,538 shares; 2023Q1: 24,314 shares; 2023Q2: 5,324 shares; 2023Q3: 21,403 shares; 2023Q4: 20,723 shares; 2024Q1: 25,212 shares 25,212 $11.2M 8.55% +4,489 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,048 shares; 2023Q1: 22,572 shares; 2023Q2: 1,048 shares; 2023Q3: 13,929 shares; 2023Q4: 6,183 shares; 2024Q1: 12,828 shares 12,828 $4.42M 3.37% +6,645 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 190,707 shares; 2023Q4: 181,182 shares; 2024Q1: 154,691 shares 154,691 $4.33M 3.3% -26,491 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 74,864 shares; 2023Q4: 78,242 shares; 2024Q1: 74,985 shares 74,985 $3.96M 3.03% -3,257 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,027 shares; 2023Q1: 25,243 shares; 2023Q2: 20,184 shares; 2023Q3: 43,833 shares; 2023Q4: 45,255 shares; 2024Q1: 42,728 shares 42,728 $3.84M 2.93% -2,527 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 15,110 shares; 2023Q4: 14,312 shares; 2024Q1: 63,200 shares 63,200 $3.84M 2.93% +48,888 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,621 shares; 2023Q1: 2,619 shares; 2023Q2: 2,621 shares; 2023Q3: 9,544 shares; 2023Q4: 24,697 shares; 2024Q1: 22,813 shares 22,813 $3.71M 2.84% -1,884 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 38 shares; 2023Q1: 30 shares; 2023Q2: 38 shares; 2023Q3: 2,324 shares; 2023Q4: 3,021 shares; 2024Q1: 6,467 shares 6,467 $3.4M 2.6% +3,446 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 784,318 shares; 2023Q1: 1,839 shares; 2023Q2: 575,190 shares; 2023Q3: 68,964 shares; 2023Q4: 55,261 shares; 2024Q1: 32,015 shares 32,015 $2.94M 2.25% -23,246 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 110 shares; 2023Q1: 126,062 shares; 2023Q2: 110 shares; 2023Q3: 101 shares; 2023Q4: 101 shares; 2024Q1: 30,521 shares 30,521 $2.55M 1.95% +30,420 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,738 shares; 2023Q1: 1,368 shares; 2023Q2: 4,109 shares; 2023Q3: 2,845 shares; 2023Q4: 3,115 shares; 2024Q1: 2,492 shares 2,492 $2.25M 1.72% -623 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,286 shares; 2023Q1: 1,615 shares; 2023Q2: 10,580 shares; 2023Q3: 17,759 shares; 2023Q4: 22,044 shares; 2024Q1: 20,836 shares 20,836 $2.24M 1.71% -1,208 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 51 shares; 2023Q1: 25 shares; 2023Q2: 51 shares; 2023Q3: 31,911 shares; 2023Q4: 38,909 shares; 2024Q1: 18,937 shares 18,937 $2.09M 1.6% -19,972 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18 shares; 2023Q1: 42 shares; 2023Q2: 18 shares; 2023Q3: 28,046 shares; 2023Q4: 26,023 shares; 2024Q1: 25,292 shares 25,292 $1.89M 1.45% -731 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 433 shares; 2023Q3: 230,976 shares; 2023Q4: 244,317 shares; 2024Q1: 126,623 shares 126,623 $1.76M 1.34% -117,694 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 29,437 shares; 2024Q1: 36,346 shares 36,346 $1.75M 1.34% +6,909 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 173 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,230 shares; 2023Q4: 7,607 shares; 2024Q1: 32,891 shares 32,891 $1.67M 1.27% +25,284 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,249 shares; 2024Q1: 62,541 shares 62,541 $1.64M 1.25% +54,292 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 39,526 shares; 2023Q4: 41,115 shares; 2024Q1: 57,649 shares 57,649 $1.63M 1.25% +16,534 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,273 shares; 2023Q1: 2,444 shares; 2023Q2: 4,143 shares; 2023Q3: 2,695 shares; 2023Q4: 2,705 shares; 2024Q1: 2,963 shares 2,963 $1.42M 1.09% +258 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 373 shares; 2023Q1: 187 shares; 2023Q2: 25,176 shares; 2023Q3: 16,701 shares; 2023Q4: 6,817 shares; 2024Q1: 6,795 shares 6,795 $1.4M 1.07% -22 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 47,288 shares; 2023Q1: 28,593 shares; 2023Q2: 38,677 shares; 2023Q3: 19,573 shares; 2023Q4: 19,060 shares; 2024Q1: 16,416 shares 16,416 $1.32M 1.01% -2,644 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 15,931 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 20,859 shares 20,859 $1.32M 1.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,463 shares; 2023Q1: 562 shares; 2023Q2: 1,478 shares; 2023Q3: 1,247 shares; 2023Q4: 9,080 shares; 2024Q1: 10,493 shares 10,493 $1.28M 0.98% +1,413 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 46,294 shares; 2024Q1: 36,898 shares 36,898 $1.2M 0.91% -9,396 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 225 shares; 2023Q1: 689 shares; 2023Q2: 151 shares; 2023Q3: 6,647 shares; 2023Q4: 6,249 shares; 2024Q1: 3,321 shares 3,321 $1.12M 0.85% -2,928 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 337 shares; 2023Q1: 244 shares; 2023Q2: 273 shares; 2023Q3: 1,623 shares; 2023Q4: 1,891 shares; 2024Q1: 2,612 shares 2,612 $1.1M 0.84% +721 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,280 shares; 2023Q1: 1,000 shares; 2023Q2: 1,280 shares; 2023Q3: 1,280 shares; 2023Q4: 5,876 shares; 2024Q1: 28,056 shares 28,056 $1.02M 0.78% +22,180 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,023 shares; 2023Q1: 3,109 shares; 2023Q2: 2,624 shares; 2023Q3: 4,336 shares; 2023Q4: 3,979 shares; 2024Q1: 4,153 shares 4,153 $996K 0.76% +174 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,014 shares; 2023Q1: 2,683 shares; 2023Q2: 3,750 shares; 2023Q3: 4,172 shares; 2023Q4: 4,636 shares; 2024Q1: 5,487 shares 5,487 $941K 0.72% +851 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,058 shares; 2023Q1: 1,203 shares; 2023Q2: 3,058 shares; 2023Q3: 3,116 shares; 2023Q4: 3,116 shares; 2024Q1: 41,229 shares 41,229 $931K 0.71% +38,113 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 77,164 shares; 2023Q4: 75,949 shares; 2024Q1: 40,707 shares 40,707 $881K 0.67% -35,242 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,426 shares; 2023Q1: 28 shares; 2023Q2: 878 shares; 2023Q3: 775 shares; 2023Q4: 1,089 shares; 2024Q1: 5,730 shares 5,730 $872K 0.67% +4,641 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,557 shares; 2023Q3: 12,681 shares; 2023Q4: 12,656 shares; 2024Q1: 12,706 shares 12,706 $856K 0.65% +50 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 25 shares; 2023Q2: not reported; 2023Q3: 228 shares; 2023Q4: 576 shares; 2024Q1: 491 shares 491 $837K 0.64% -85 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 12 shares; 2023Q4: 268 shares; 2024Q1: 18,104 shares 18,104 $811K 0.62% +17,836 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,298 shares; 2023Q1: 2,609 shares; 2023Q2: 3,333 shares; 2023Q3: 3,016 shares; 2023Q4: 2,949 shares; 2024Q1: 3,060 shares 3,060 $795K 0.61% +111 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 128 shares; 2023Q1: not reported; 2023Q2: 127 shares; 2023Q3: 922 shares; 2023Q4: 1,249 shares; 2024Q1: 952 shares 952 $741K 0.57% -297 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,319 shares; 2023Q1: 944 shares; 2023Q2: 587 shares; 2023Q3: 8,017 shares; 2023Q4: 4,437 shares; 2024Q1: 3,843 shares 3,843 $694K 0.53% -594 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 21,365 shares; 2023Q4: 20,393 shares; 2024Q1: 19,223 shares 19,223 $656K 0.5% -1,170 Timeline QQQM 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,142 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 302 shares; 2023Q4: 651 shares; 2024Q1: 3,221 shares 3,221 $588K 0.45% +2,570 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6 shares; 2023Q3: 3,997 shares; 2023Q4: 3,236 shares; 2024Q1: 4,264 shares 4,264 $562K 0.43% +1,028 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 59 shares; 2023Q1: not reported; 2023Q2: 4,433 shares; 2023Q3: 17,219 shares; 2023Q4: 15,839 shares; 2024Q1: 13,212 shares 13,212 $558K 0.43% -2,627 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,103 shares; 2023Q1: 2,228 shares; 2023Q2: 9,042 shares; 2023Q3: 7,788 shares; 2023Q4: 7,278 shares; 2024Q1: 7,009 shares 7,009 $540K 0.41% -269 Timeline AIRR 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,946 shares; 2023Q4: 6,613 shares; 2024Q1: 8,021 shares 8,021 $540K 0.41% +1,408 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,897 shares; 2023Q1: 4,141 shares; 2023Q2: 3,370 shares; 2023Q3: 2,434 shares; 2023Q4: 2,426 shares; 2024Q1: 1,552 shares 1,552 $523K 0.4% -874 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,647 shares; 2023Q1: 207 shares; 2023Q2: 1,028 shares; 2023Q3: 2,162 shares; 2023Q4: 2,170 shares; 2024Q1: 2,946 shares 2,946 $518K 0.4% +776 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,182 shares; 2024Q1: 14,759 shares 14,759 $514K 0.39% +13,577 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,160 shares; 2023Q1: 50 shares; 2023Q2: 1,215 shares; 2023Q3: 1,147 shares; 2023Q4: 1,268 shares; 2024Q1: 2,832 shares 2,832 $511K 0.39% +1,564 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 53 shares; 2023Q4: 2,795 shares; 2024Q1: 27,481 shares 27,481 $495K 0.38% +24,686 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 175 shares; 2023Q1: not reported; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: 136 shares; 2024Q1: 6,748 shares 6,748 $488K 0.37% +6,612 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 42,595 shares; 2023Q1: 5,861 shares; 2023Q2: 42,295 shares; 2023Q3: 92,450 shares; 2023Q4: 77,898 shares; 2024Q1: 60,706 shares 60,706 $443K 0.34% -17,192 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17,786 shares 17,786 $420K 0.32% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10 shares; 2023Q1: 4 shares; 2023Q2: 31 shares; 2023Q3: 69 shares; 2023Q4: 90 shares; 2024Q1: 843 shares 843 $409K 0.31% +753 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,374 shares; 2023Q1: 247 shares; 2023Q2: 1,655 shares; 2023Q3: 1,455 shares; 2023Q4: 1,313 shares; 2024Q1: 1,183 shares 1,183 $379K 0.29% -130 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 597 shares; 2023Q1: not reported; 2023Q2: 629 shares; 2023Q3: 629 shares; 2023Q4: 990 shares; 2024Q1: 7,277 shares 7,277 $365K 0.28% +6,287 Timeline WGMI COINSHARES ETF TR More: the full row for COINSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 400 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,177 shares; 2024Q1: 19,883 shares 19,883 $364K 0.28% +18,706 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,381 shares; 2023Q1: 5,483 shares; 2023Q2: 5,617 shares; 2023Q3: 3,189 shares; 2023Q4: 2,809 shares; 2024Q1: 2,743 shares 2,743 $360K 0.28% -66 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,962 shares; 2024Q1: 3,414 shares 3,414 $359K 0.27% -2,548 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,820 shares; 2023Q1: 23,522 shares; 2023Q2: 1,526 shares; 2023Q3: 2,144 shares; 2023Q4: 4,232 shares; 2024Q1: 6,331 shares 6,331 $356K 0.27% +2,099 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 31 shares; 2023Q4: not reported; 2024Q1: 1,133 shares 1,133 $354K 0.27% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,836 shares 2,836 $351K 0.27% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,400 shares 3,400 $350K 0.27% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 13,306 shares; 2023Q4: 12,215 shares; 2024Q1: 9,961 shares 9,961 $348K 0.27% -2,254 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 8 shares; 2023Q2: not reported; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 480 shares 480 $346K 0.26% +477 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,969 shares 5,969 $344K 0.26% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,650 shares 2,650 $343K 0.26% new Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 104 shares; 2023Q2: not reported; 2023Q3: 18 shares; 2023Q4: 18 shares; 2024Q1: 1,182 shares 1,182 $343K 0.26% +1,164 POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,147 shares 9,147 $343K 0.26% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,304 shares; 2023Q1: 3,404 shares; 2023Q2: 3,010 shares; 2023Q3: 3,010 shares; 2023Q4: 2,194 shares; 2024Q1: 2,194 shares 2,194 $342K 0.26% 0 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 26 shares; 2023Q3: 73 shares; 2023Q4: 0 shares; 2024Q1: 21,230 shares 21,230 $340K 0.26% +21,230 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: not reported; 2023Q2: 22 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 9,461 shares 9,461 $339K 0.26% +9,460 Timeline DBI DESIGNER BRANDS INC More: the full row for DESIGNER BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 236 shares; 2023Q4: not reported; 2024Q1: 30,787 shares 30,787 $337K 0.26% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7 shares; 2023Q1: 323 shares; 2023Q2: 31 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 4,988 shares 4,988 $334K 0.26% +4,981 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10 shares; 2023Q4: 2,964 shares; 2024Q1: 5,698 shares 5,698 $330K 0.25% +2,734 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,278 shares 1,278 $327K 0.25% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,382 shares 11,382 $326K 0.25% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 104 shares; 2023Q1: 4 shares; 2023Q2: 104 shares; 2023Q3: 101 shares; 2023Q4: 668 shares; 2024Q1: 3,202 shares 3,202 $325K 0.25% +2,534 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 21,911 shares; 2023Q1: 321 shares; 2023Q2: 30,985 shares; 2023Q3: 3,583 shares; 2023Q4: 221 shares; 2024Q1: 3,417 shares 3,417 $323K 0.25% +3,196 Timeline ARCH RESOURCES INC ARCH RESOURCES INC More: the full row for ARCH RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,993 shares 1,993 $320K 0.24% new MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,877 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 848 shares; 2023Q4: 729 shares; 2024Q1: 559 shares 559 $313K 0.24% -170 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17,515 shares 17,515 $311K 0.24% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 166 shares; 2023Q1: not reported; 2023Q2: 42,161 shares; 2023Q3: 4,357 shares; 2023Q4: 2,472 shares; 2024Q1: 6,082 shares 6,082 $306K 0.23% +3,610 Timeline FTSM 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,363 shares; 2023Q1: not reported; 2023Q2: 6,802 shares; 2023Q3: 6,289 shares; 2023Q4: 6,038 shares; 2024Q1: 4,962 shares 4,962 $296K 0.23% -1,076 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,333 shares; 2023Q1: 21,243 shares; 2023Q2: 1,040 shares; 2023Q3: 1,000 shares; 2023Q4: 1,177 shares; 2024Q1: 1,566 shares 1,566 $293K 0.22% +389 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 476 shares; 2023Q3: 406 shares; 2023Q4: 406 shares; 2024Q1: 10,812 shares 10,812 $284K 0.22% +10,406 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 795 shares; 2023Q1: 1,115 shares; 2023Q2: 845 shares; 2023Q3: 8,895 shares; 2023Q4: 10,825 shares; 2024Q1: 14,655 shares 14,655 $283K 0.22% +3,830 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,612 shares; 2023Q1: 60 shares; 2023Q2: 2,486 shares; 2023Q3: 2,406 shares; 2023Q4: 2,406 shares; 2024Q1: 2,406 shares 2,406 $282K 0.22% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 320 shares; 2023Q1: not reported; 2023Q2: 32 shares; 2023Q3: 121 shares; 2023Q4: 1,952 shares; 2024Q1: 4,494 shares 4,494 $277K 0.21% +2,542 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 123,730 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,147 shares 11,147 $268K 0.2% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,905 shares 6,905 $267K 0.2% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,171 shares; 2023Q1: not reported; 2023Q2: 15,234 shares; 2023Q3: 540 shares; 2023Q4: 2,158 shares; 2024Q1: 2,670 shares 2,670 $253K 0.19% +512 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,222 shares; 2023Q1: 6,391 shares; 2023Q2: 10,110 shares; 2023Q3: 13,276 shares; 2023Q4: 13,276 shares; 2024Q1: 13,276 shares 13,276 $253K 0.19% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 134 shares; 2023Q4: 2,975 shares; 2024Q1: 2,643 shares 2,643 $250K 0.19% -332 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,161 shares; 2023Q1: 8,402 shares; 2023Q2: 8,533 shares; 2023Q3: 3,839 shares; 2023Q4: 3,609 shares; 2024Q1: 3,198 shares 3,198 $245K 0.19% -411 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,013 shares; 2023Q1: 2,477 shares; 2023Q2: 6,893 shares; 2023Q3: 4,934 shares; 2023Q4: 4,935 shares; 2024Q1: 4,845 shares 4,845 $243K 0.19% -90 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,339 shares; 2023Q1: 926 shares; 2023Q2: 1,354 shares; 2023Q3: 1,432 shares; 2023Q4: 1,432 shares; 2024Q1: 1,532 shares 1,532 $242K 0.18% +100 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 962 shares; 2023Q1: 962 shares; 2023Q2: 962 shares; 2023Q3: 962 shares; 2023Q4: 962 shares; 2024Q1: 962 shares 962 $240K 0.18% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,280 shares; 2023Q1: 30,759 shares; 2023Q2: 5,449 shares; 2023Q3: 5,240 shares; 2023Q4: 5,240 shares; 2024Q1: 4,768 shares 4,768 $239K 0.18% -472 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 48,689 shares; 2024Q1: 4,651 shares 4,651 $232K 0.18% -44,038 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 130 shares; 2024Q1: 448 shares 448 $214K 0.16% +318 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 35 shares; 2023Q1: 60 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: 40 shares; 2024Q1: 160 shares 160 $212K 0.16% +120 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,040 shares; 2023Q1: 257 shares; 2023Q2: 1,081 shares; 2023Q3: 1,081 shares; 2023Q4: 1,096 shares; 2024Q1: 1,100 shares 1,100 $211K 0.16% +4 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,372 shares; 2023Q1: 175 shares; 2023Q2: 11,033 shares; 2023Q3: 777 shares; 2023Q4: 888 shares; 2024Q1: 1,748 shares 1,748 $211K 0.16% +860 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,881 shares; 2023Q1: 1,482 shares; 2023Q2: 2,243 shares; 2023Q3: 2,176 shares; 2023Q4: 1,803 shares; 2024Q1: 1,827 shares 1,827 $202K 0.15% +24 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,759 shares; 2023Q1: 3,236 shares; 2023Q2: 2,017 shares; 2023Q3: 1,948 shares; 2023Q4: 1,725 shares; 2024Q1: 1,725 shares 1,725 $197K 0.15% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,929 shares; 2023Q1: 1,929 shares; 2023Q2: 1,929 shares; 2023Q3: 2,096 shares; 2023Q4: 2,116 shares; 2024Q1: 2,080 shares 2,080 $194K 0.15% -36 Timeline SPXL 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 767 shares; 2024Q1: 1,276 shares 1,276 $171K 0.13% +509 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,529 shares; 2023Q1: not reported; 2023Q2: 1,721 shares; 2023Q3: 3,608 shares; 2023Q4: 3,608 shares; 2024Q1: 3,608 shares 3,608 $170K 0.13% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 146 shares; 2023Q1: 139 shares; 2023Q2: 146 shares; 2023Q3: 124 shares; 2023Q4: 469 shares; 2024Q1: 594 shares 594 $167K 0.13% +125 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 885 shares; 2023Q1: 885 shares; 2023Q2: 885 shares; 2023Q3: 710 shares; 2023Q4: 710 shares; 2024Q1: 710 shares 710 $167K 0.13% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 930 shares 930 $167K 0.13% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 93 shares; 2023Q4: 2,365 shares; 2024Q1: 1,940 shares 1,940 $151K 0.12% -425 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 320 shares; 2023Q1: 169 shares; 2023Q2: 320 shares; 2023Q3: 7,020 shares; 2023Q4: 7,721 shares; 2024Q1: 5,869 shares 5,869 $151K 0.12% -1,852 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,740 shares; 2023Q1: not reported; 2023Q2: 1,740 shares; 2023Q3: 2,787 shares; 2023Q4: 2,787 shares; 2024Q1: 2,898 shares 2,898 $149K 0.11% +111 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 55,914 shares; 2023Q1: 159 shares; 2023Q2: 54,483 shares; 2023Q3: 34,543 shares; 2023Q4: 29,263 shares; 2024Q1: 4,619 shares 4,619 $146K 0.11% -24,644 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,356 shares; 2023Q1: 710 shares; 2023Q2: 1,470 shares; 2023Q3: 1,430 shares; 2023Q4: 1,425 shares; 2024Q1: 1,249 shares 1,249 $145K 0.11% -176 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 78 shares; 2023Q1: 78 shares; 2023Q2: 78 shares; 2023Q3: 78 shares; 2023Q4: not reported; 2024Q1: 1,267 shares 1,267 $135K 0.1% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 105 shares; 2024Q1: 949 shares 949 $133K 0.1% +844 Timeline RSPG 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 301 shares; 2023Q1: not reported; 2023Q2: 296 shares; 2023Q3: 2,546 shares; 2023Q4: 3,094 shares; 2024Q1: 1,537 shares 1,537 $128K 0.1% -1,557 Timeline VWO 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 489 shares; 2023Q1: 230 shares; 2023Q2: 1,174 shares; 2023Q3: 9,229 shares; 2023Q4: 6,555 shares; 2024Q1: 2,963 shares 2,963 $124K 0.09% -3,592 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,254 shares; 2023Q1: 2,254 shares; 2023Q2: 2,254 shares; 2023Q3: 2,254 shares; 2023Q4: 2,254 shares; 2024Q1: 2,254 shares 2,254 $124K 0.09% 0 Timeline FXN 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 730 shares; 2023Q1: not reported; 2023Q2: 730 shares; 2023Q3: 14,960 shares; 2023Q4: 15,057 shares; 2024Q1: 6,630 shares 6,630 $124K 0.09% -8,427 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 7,721 shares; 2023Q4: 7,721 shares; 2024Q1: 5,321 shares 5,321 $115K 0.09% -2,400 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,610 shares; 2023Q1: 1,610 shares; 2023Q2: 1,910 shares; 2023Q3: 1,916 shares; 2023Q4: 1,910 shares; 2024Q1: 1,910 shares 1,910 $112K 0.09% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 224 shares; 2023Q1: not reported; 2023Q2: 224 shares; 2023Q3: 443 shares; 2023Q4: 475 shares; 2024Q1: 444 shares 444 $111K 0.08% -31 Timeline QTEC 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 565 shares 565 $108K 0.08% new Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,644 shares; 2023Q1: not reported; 2023Q2: 3,644 shares; 2023Q3: 3,644 shares; 2023Q4: 3,644 shares; 2024Q1: 3,644 shares 3,644 $108K 0.08% 0 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,293 shares; 2023Q4: 1,050 shares; 2024Q1: 4,126 shares 4,126 $107K 0.08% +3,076 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,021 shares; 2023Q4: 935 shares; 2024Q1: 812 shares 812 $107K 0.08% -123 Timeline RFV 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,749 shares; 2024Q1: 895 shares 895 $107K 0.08% -854 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,562 shares 2,562 $104K 0.08% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,321 shares; 2023Q1: not reported; 2023Q2: 1,321 shares; 2023Q3: 1,351 shares; 2023Q4: 1,351 shares; 2024Q1: 1,351 shares 1,351 $104K 0.08% 0 Timeline SOXL 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 407 shares; 2024Q1: 2,186 shares 2,186 $102K 0.08% +1,779 Timeline MMTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 825 shares; 2023Q1: not reported; 2023Q2: 812 shares; 2023Q3: 472 shares; 2023Q4: 472 shares; 2024Q1: 422 shares 422 $97K 0.07% -50 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 252 shares; 2023Q1: 981 shares; 2023Q2: 252 shares; 2023Q3: 175 shares; 2023Q4: 189 shares; 2024Q1: 281 shares 281 $95K 0.07% +92 Timeline FICS 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 332 shares; 2024Q1: 2,625 shares 2,625 $92K 0.07% +2,293 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 597 shares; 2023Q1: 597 shares; 2023Q2: 597 shares; 2023Q3: 597 shares; 2023Q4: 597 shares; 2024Q1: 597 shares 597 $88K 0.07% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: 2,267 shares; 2023Q2: 4 shares; 2023Q3: not reported; 2023Q4: 0 shares; 2024Q1: 118 shares 118 $86K 0.07% +118 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6 shares; 2023Q1: 5 shares; 2023Q2: 13 shares; 2023Q3: 6 shares; 2023Q4: 62 shares; 2024Q1: 142 shares 142 $86K 0.07% +80 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 330 shares; 2023Q1: not reported; 2023Q2: 351 shares; 2023Q3: 330 shares; 2023Q4: 330 shares; 2024Q1: 1,427 shares 1,427 $86K 0.07% +1,097 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 440 shares 440 $84K 0.06% new Timeline BITX VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 650 shares; 2024Q1: 1,575 shares 1,575 $84K 0.06% +925 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 350 shares; 2023Q1: not reported; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 1,000 shares; 2024Q1: 22,115 shares 22,115 $83K 0.06% +21,115 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 864 shares; 2023Q1: not reported; 2023Q2: 864 shares; 2023Q3: 864 shares; 2023Q4: 864 shares; 2024Q1: 1,593 shares 1,593 $79K 0.06% +729 Timeline FPX 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,041 shares; 2023Q1: 13,093 shares; 2023Q2: 2,210 shares; 2023Q3: 955 shares; 2023Q4: 873 shares; 2024Q1: 733 shares 733 $78K 0.06% -140 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 173 shares; 2023Q1: not reported; 2023Q2: 189 shares; 2023Q3: 196 shares; 2023Q4: 199 shares; 2024Q1: 201 shares 201 $77K 0.06% +2 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 424 shares; 2023Q1: 2,610 shares; 2023Q2: 424 shares; 2023Q3: 428 shares; 2023Q4: 872 shares; 2024Q1: 883 shares 883 $77K 0.06% +11 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 106,086 shares; 2023Q1: not reported; 2023Q2: 77,513 shares; 2023Q3: 3,085 shares; 2023Q4: 18,678 shares; 2024Q1: 3,350 shares 3,350 $76K 0.06% -15,328 Timeline FXO 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 277 shares; 2023Q4: 1,182 shares; 2024Q1: 1,597 shares 1,597 $76K 0.06% +415 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,507 shares; 2023Q1: 6,163 shares; 2023Q2: 3,658 shares; 2023Q3: 3,184 shares; 2023Q4: 2,007 shares; 2024Q1: 2,077 shares 2,077 $76K 0.06% +70 Timeline XLG 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,597 shares; 2023Q1: 23,315 shares; 2023Q2: 4,392 shares; 2023Q3: 1,470 shares; 2023Q4: 1,470 shares; 2024Q1: 1,789 shares 1,789 $75K 0.06% +319 Timeline KNG 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,135 shares; 2023Q4: 1,629 shares; 2024Q1: 1,366 shares 1,366 $73K 0.06% -263 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,750 shares; 2023Q4: 2,950 shares; 2024Q1: 13,980 shares 13,980 $71K 0.05% +11,030 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 567 shares; 2023Q1: not reported; 2023Q2: 522 shares; 2023Q3: 522 shares; 2023Q4: 522 shares; 2024Q1: 522 shares 522 $69K 0.05% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 182 shares; 2023Q1: 16 shares; 2023Q2: 182 shares; 2023Q3: 182 shares; 2023Q4: 182 shares; 2024Q1: 182 shares 182 $67K 0.05% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 80 shares; 2023Q1: 27 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares 80 $67K 0.05% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 389 shares; 2023Q1: not reported; 2023Q2: 404 shares; 2023Q3: 389 shares; 2023Q4: 389 shares; 2024Q1: 389 shares 389 $63K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 532 shares; 2023Q1: 532 shares; 2023Q2: 532 shares; 2023Q3: 495 shares; 2023Q4: 495 shares; 2024Q1: 495 shares 495 $62K 0.05% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,787 shares; 2023Q1: 706 shares; 2023Q2: 1,726 shares; 2023Q3: 946 shares; 2023Q4: 968 shares; 2024Q1: 863 shares 863 $61K 0.05% -105 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 87 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,350 shares; 2024Q1: 741 shares 741 $59K 0.05% -3,609 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 288 shares; 2023Q1: not reported; 2023Q2: 399 shares; 2023Q3: 642 shares; 2023Q4: 596 shares; 2024Q1: 582 shares 582 $57K 0.04% -14 Timeline SPHB 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 350 shares; 2023Q1: 13,608 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 2,795 shares; 2024Q1: 653 shares 653 $57K 0.04% -2,142 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 531 shares; 2023Q1: not reported; 2023Q2: 559 shares; 2023Q3: 926 shares; 2023Q4: 746 shares; 2024Q1: 691 shares 691 $54K 0.04% -55 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,600 shares; 2023Q4: 9,500 shares; 2024Q1: 8,700 shares 8,700 $54K 0.04% -800 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 477 shares; 2023Q1: not reported; 2023Q2: 412 shares; 2023Q3: 412 shares; 2023Q4: 412 shares; 2024Q1: 412 shares 412 $52K 0.04% 0 Timeline EMLP 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,952 shares; 2023Q1: not reported; 2023Q2: 4,185 shares; 2023Q3: 3,105 shares; 2023Q4: 2,389 shares; 2024Q1: 1,757 shares 1,757 $52K 0.04% -632 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 433 shares; 2023Q1: 1 shares; 2023Q2: 464 shares; 2023Q3: 253 shares; 2023Q4: 253 shares; 2024Q1: 253 shares 253 $51K 0.04% 0 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 304 shares; 2023Q1: 57 shares; 2023Q2: 132 shares; 2023Q3: 507 shares; 2023Q4: 2,790 shares; 2024Q1: 1,532 shares 1,532 $49K 0.04% -1,258 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,250 shares; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares 1,700 $49K 0.04% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 268 shares; 2023Q1: 306 shares; 2023Q2: 268 shares; 2023Q3: 172 shares; 2023Q4: 172 shares; 2024Q1: 184 shares 184 $48K 0.04% +12 Timeline BANK MONTREAL MEDIUM BANK MONTREAL MEDIUM More: the full row for BANK MONTREAL MEDIUM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 50 shares; 2024Q1: 146 shares 146 $48K 0.04% +96 JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 297 shares; 2023Q1: not reported; 2023Q2: 311 shares; 2023Q3: 297 shares; 2023Q4: 297 shares; 2024Q1: 297 shares 297 $47K 0.04% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 31 shares; 2023Q1: 15 shares; 2023Q2: 24 shares; 2023Q3: 15 shares; 2023Q4: 60 shares; 2024Q1: 93 shares 93 $45K 0.03% +33 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 255 shares; 2023Q1: not reported; 2023Q2: 255 shares; 2023Q3: 255 shares; 2023Q4: 255 shares; 2024Q1: 255 shares 255 $45K 0.03% 0 Timeline PRF 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 609 shares; 2023Q1: 609 shares; 2023Q2: 609 shares; 2023Q3: 3,045 shares; 2023Q4: 1,160 shares; 2024Q1: 1,160 shares 1,160 $45K 0.03% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 42 shares; 2023Q1: not reported; 2023Q2: 224 shares; 2023Q3: 81 shares; 2023Q4: 178 shares; 2024Q1: 208 shares 208 $44K 0.03% +30 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 373 shares; 2023Q1: not reported; 2023Q2: 373 shares; 2023Q3: 373 shares; 2023Q4: 373 shares; 2024Q1: 373 shares 373 $44K 0.03% 0 Timeline SKYY 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 247 shares; 2023Q1: 465 shares; 2023Q2: 143 shares; 2023Q3: 350 shares; 2023Q4: 322 shares; 2024Q1: 465 shares 465 $44K 0.03% +143 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 280 shares; 2023Q1: 14 shares; 2023Q2: 280 shares; 2023Q3: 280 shares; 2023Q4: 280 shares; 2024Q1: 284 shares 284 $43K 0.03% +4 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 232 shares; 2023Q1: 76 shares; 2023Q2: 242 shares; 2023Q3: 232 shares; 2023Q4: 232 shares; 2024Q1: 232 shares 232 $42K 0.03% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 619 shares; 2023Q1: not reported; 2023Q2: 696 shares; 2023Q3: 696 shares; 2023Q4: 696 shares; 2024Q1: 700 shares 700 $41K 0.03% +4 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 90 shares; 2024Q1: 35 shares 35 $40K 0.03% -55 Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 160 shares; 2023Q1: not reported; 2023Q2: 186 shares; 2023Q3: 154 shares; 2023Q4: 169 shares; 2024Q1: 154 shares 154 $40K 0.03% -15 VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 161 shares; 2023Q1: not reported; 2023Q2: 460 shares; 2023Q3: 677 shares; 2023Q4: 502 shares; 2024Q1: 446 shares 446 $39K 0.03% -56 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22 shares; 2023Q1: not reported; 2023Q2: 3 shares; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 167 shares 167 $38K 0.03% +156 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 420 shares; 2023Q1: 40 shares; 2023Q2: 420 shares; 2023Q3: 420 shares; 2023Q4: 420 shares; 2024Q1: 420 shares 420 $38K 0.03% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 134 shares; 2023Q1: 134 shares; 2023Q2: 134 shares; 2023Q3: 134 shares; 2023Q4: 134 shares; 2024Q1: 140 shares 140 $38K 0.03% +6 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 104 shares; 2023Q1: 4 shares; 2023Q2: 104 shares; 2023Q3: 104 shares; 2023Q4: 104 shares; 2024Q1: 131 shares 131 $37K 0.03% +27 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,750 shares; 2023Q1: 1,750 shares; 2023Q2: 1,750 shares; 2023Q3: 1,607 shares; 2023Q4: 2,482 shares; 2024Q1: 2,482 shares 2,482 $37K 0.03% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 964 shares; 2023Q1: 1,064 shares; 2023Q2: 964 shares; 2023Q3: 864 shares; 2023Q4: 864 shares; 2024Q1: 864 shares 864 $37K 0.03% 0 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,300 shares; 2023Q4: 1,300 shares; 2024Q1: 1,500 shares 1,500 $37K 0.03% +200 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 264 shares 264 $36K 0.03% new Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5 shares; 2023Q4: 701 shares; 2024Q1: 311 shares 311 $35K 0.03% -390 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 24 shares; 2023Q4: 24 shares; 2024Q1: 166 shares 166 $35K 0.03% +142 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 16,634 shares; 2023Q4: 559 shares; 2024Q1: 609 shares 609 $35K 0.03% +50 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10 shares; 2024Q1: 35 shares 35 $35K 0.03% +25 BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 337 shares; 2023Q1: 995 shares; 2023Q2: 344 shares; 2023Q3: 197 shares; 2023Q4: 171 shares; 2024Q1: 179 shares 179 $34K 0.03% +8 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 474 shares; 2023Q1: not reported; 2023Q2: 504 shares; 2023Q3: 474 shares; 2023Q4: 474 shares; 2024Q1: 474 shares 474 $34K 0.03% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,431 shares; 2023Q1: 100 shares; 2023Q2: 1,551 shares; 2023Q3: 1,431 shares; 2023Q4: 1,431 shares; 2024Q1: 1,831 shares 1,831 $34K 0.03% +400 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 430 shares; 2023Q1: 26 shares; 2023Q2: 430 shares; 2023Q3: 430 shares; 2023Q4: 430 shares; 2024Q1: 469 shares 469 $33K 0.03% +39 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 655 shares 655 $33K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 501 shares; 2023Q1: 372 shares; 2023Q2: 545 shares; 2023Q3: 501 shares; 2023Q4: 501 shares; 2024Q1: 501 shares 501 $31K 0.02% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 170 shares; 2023Q4: 177 shares; 2024Q1: 285 shares 285 $29K 0.02% +108 Timeline FTCS 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,716 shares; 2023Q1: 1,160 shares; 2023Q2: 17,138 shares; 2023Q3: 332 shares; 2023Q4: 333 shares; 2024Q1: 333 shares 333 $29K 0.02% 0 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 611 shares; 2023Q1: 1,368 shares; 2023Q2: 616 shares; 2023Q3: 611 shares; 2023Q4: 611 shares; 2024Q1: 415 shares 415 $29K 0.02% -196 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 293 shares; 2023Q1: 193 shares; 2023Q2: 312 shares; 2023Q3: 285 shares; 2023Q4: 321 shares; 2024Q1: 295 shares 295 $28K 0.02% -26 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 51 shares; 2023Q1: not reported; 2023Q2: 51 shares; 2023Q3: 51 shares; 2023Q4: 51 shares; 2024Q1: 51 shares 51 $27K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 61 shares; 2023Q1: 60 shares; 2023Q2: 69 shares; 2023Q3: 1,268 shares; 2023Q4: 61 shares; 2024Q1: 61 shares 61 $26K 0.02% 0 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,911 shares; 2023Q4: 520 shares; 2024Q1: 457 shares 457 $26K 0.02% -63 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 81,159 shares; 2023Q2: not reported; 2023Q3: 966 shares; 2023Q4: 933 shares; 2024Q1: 849 shares 849 $25K 0.02% -84 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 189 shares; 2023Q1: 25 shares; 2023Q2: 179 shares; 2023Q3: 159 shares; 2023Q4: 143 shares; 2024Q1: 155 shares 155 $25K 0.02% +12 Timeline SPXE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 225 shares; 2023Q1: 307 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares 225 $25K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 502 shares; 2023Q1: 1,957 shares; 2023Q2: 502 shares; 2023Q3: 566 shares; 2023Q4: 566 shares; 2024Q1: 566 shares 566 $24K 0.02% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,136 shares; 2023Q4: 1,795 shares; 2024Q1: 87 shares 87 $24K 0.02% -1,708 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 505 shares; 2023Q1: 1,515 shares; 2023Q2: 505 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 600 shares 600 $24K 0.02% +100 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 221 shares 221 $23K 0.02% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 166 shares; 2023Q1: 308 shares; 2023Q2: 166 shares; 2023Q3: 92 shares; 2023Q4: 92 shares; 2024Q1: 92 shares 92 $23K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 49 shares; 2023Q1: not reported; 2023Q2: 49 shares; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares 49 $22K 0.02% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 405 shares; 2023Q1: 3,611 shares; 2023Q2: 405 shares; 2023Q3: 269 shares; 2023Q4: 326 shares; 2024Q1: 276 shares 276 $22K 0.02% -50 Timeline GOLDMAN SACHS PHYSICAL GOLD… GOLDMAN SACHS PHYSICAL GOLD ETF More: the full row for GOLDMAN SACHS PHYSICAL GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 500 shares; 2023Q4: 1,500 shares; 2024Q1: 1,000 shares 1,000 $22K 0.02% -500 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 282 shares; 2023Q1: not reported; 2023Q2: 282 shares; 2023Q3: 282 shares; 2023Q4: 282 shares; 2024Q1: 285 shares 285 $21K 0.02% +3 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 369 shares; 2023Q1: 156 shares; 2023Q2: 369 shares; 2023Q3: 213 shares; 2023Q4: 213 shares; 2024Q1: 213 shares 213 $21K 0.02% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,080 shares; 2023Q1: 15 shares; 2023Q2: 41,496 shares; 2023Q3: 722 shares; 2023Q4: 462 shares; 2024Q1: 316 shares 316 $21K 0.02% -146 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 307 shares; 2023Q1: not reported; 2023Q2: 307 shares; 2023Q3: 307 shares; 2023Q4: 307 shares; 2024Q1: 307 shares 307 $21K 0.02% 0 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 378 shares; 2023Q1: not reported; 2023Q2: 6,932 shares; 2023Q3: 2,053 shares; 2023Q4: 2,053 shares; 2024Q1: 831 shares 831 $21K 0.02% -1,222 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,917 shares; 2024Q1: 119 shares 119 $20K 0.02% -1,798 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 80 shares; 2023Q1: 188 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 85 shares; 2024Q1: 75 shares 75 $20K 0.02% -10 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 174 shares; 2023Q1: 22,106 shares; 2023Q2: 174 shares; 2023Q3: 170 shares; 2023Q4: 170 shares; 2024Q1: 170 shares 170 $20K 0.02% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 160 shares; 2023Q1: not reported; 2023Q2: 182 shares; 2023Q3: 174 shares; 2023Q4: 166 shares; 2024Q1: 166 shares 166 $19K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 91 shares; 2023Q1: 91 shares; 2023Q2: 91 shares; 2023Q3: 91 shares; 2023Q4: 91 shares; 2024Q1: 91 shares 91 $19K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 170 shares; 2023Q1: not reported; 2023Q2: 170 shares; 2023Q3: 170 shares; 2023Q4: 170 shares; 2024Q1: 170 shares 170 $19K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 137 shares; 2023Q1: 111 shares; 2023Q2: 137 shares; 2023Q3: 135 shares; 2023Q4: 135 shares; 2024Q1: 135 shares 135 $19K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,020 shares; 2023Q1: 600 shares; 2023Q2: 1,090 shares; 2023Q3: 1,020 shares; 2023Q4: 1,020 shares; 2024Q1: 1,020 shares 1,020 $18K 0.01% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 977 shares; 2023Q1: 1,686 shares; 2023Q2: 977 shares; 2023Q3: 515 shares; 2023Q4: 191 shares; 2024Q1: 191 shares 191 $18K 0.01% 0 Timeline SPHQ 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 128 shares; 2023Q1: 3,159 shares; 2023Q2: 128 shares; 2023Q3: 292 shares; 2023Q4: 292 shares; 2024Q1: 292 shares 292 $18K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 441 shares; 2023Q1: not reported; 2023Q2: 441 shares; 2023Q3: 441 shares; 2023Q4: 441 shares; 2024Q1: 441 shares 441 $17K 0.01% 0 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,088 shares; 2023Q3: 3,088 shares; 2023Q4: 777 shares; 2024Q1: 777 shares 777 $17K 0.01% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,329 shares; 2023Q1: 1,368 shares; 2023Q2: 1,400 shares; 2023Q3: 677 shares; 2023Q4: 672 shares; 2024Q1: 582 shares 582 $17K 0.01% -90 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 375 shares; 2023Q1: not reported; 2023Q2: 375 shares; 2023Q3: 375 shares; 2023Q4: 375 shares; 2024Q1: 375 shares 375 $16K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11 shares; 2023Q1: 14,758 shares; 2023Q2: 11 shares; 2023Q3: 26 shares; 2023Q4: 31 shares; 2024Q1: 31 shares 31 $16K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 192 shares; 2023Q1: 50 shares; 2023Q2: 203 shares; 2023Q3: 39 shares; 2023Q4: 39 shares; 2024Q1: 39 shares 39 $16K 0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 170 shares 170 $16K 0.01% new Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 92 shares; 2023Q4: 92 shares; 2024Q1: 288 shares 288 $16K 0.01% +196 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,037 shares; 2023Q1: 396 shares; 2023Q2: 1,106 shares; 2023Q3: 1,037 shares; 2023Q4: 537 shares; 2024Q1: 537 shares 537 $15K 0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 259 shares; 2023Q1: not reported; 2023Q2: 259 shares; 2023Q3: 259 shares; 2023Q4: 259 shares; 2024Q1: 259 shares 259 $15K 0.01% 0 Timeline FXL 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 111 shares 111 $15K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 58 shares; 2023Q1: 58 shares; 2023Q2: 58 shares; 2023Q3: 58 shares; 2023Q4: 58 shares; 2024Q1: 58 shares 58 $14K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 405 shares; 2023Q1: not reported; 2023Q2: 405 shares; 2023Q3: 405 shares; 2023Q4: 405 shares; 2024Q1: 205 shares 205 $14K 0.01% -200 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 143 shares; 2023Q1: 283 shares; 2023Q2: 143 shares; 2023Q3: 143 shares; 2023Q4: 143 shares; 2024Q1: 143 shares 143 $14K 0.01% 0 Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 10 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 319 shares 319 $14K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13 shares; 2023Q1: 13 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares 13 $13K 0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 35 shares; 2023Q1: not reported; 2023Q2: 105 shares; 2023Q3: 70 shares; 2023Q4: 605 shares; 2024Q1: 290 shares 290 $13K 0.01% -315 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,500 shares; 2023Q1: 3,000 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 850 shares 850 $13K 0.01% -650 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 90 shares; 2023Q3: 640 shares; 2023Q4: 525 shares; 2024Q1: 300 shares 300 $13K 0.01% -225 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,401 shares; 2023Q4: 1,401 shares; 2024Q1: 1,401 shares 1,401 $13K 0.01% 0 Timeline HISF 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 14,723 shares; 2023Q3: 305 shares; 2023Q4: 305 shares; 2024Q1: 305 shares 305 $13K 0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12 shares; 2023Q1: 12 shares; 2023Q2: 12 shares; 2023Q3: 408 shares; 2023Q4: 231 shares; 2024Q1: 166 shares 166 $12K 0.01% -65 Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 29,430 shares; 2024Q1: 645 shares 645 $12K 0.01% -28,785 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 537 shares; 2023Q4: 458 shares; 2024Q1: 443 shares 443 $12K 0.01% -15 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 168 shares; 2023Q1: not reported; 2023Q2: 168 shares; 2023Q3: 357 shares; 2023Q4: 262 shares; 2024Q1: 255 shares 255 $12K 0.01% -7 Timeline HCMT 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 402 shares 402 $12K 0.01% +2 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 9 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 33 shares 33 $11K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 51 shares; 2023Q2: 44 shares; 2023Q3: 12,501 shares; 2023Q4: 10,556 shares; 2024Q1: 266 shares 266 $11K 0.01% -10,290 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 120 shares; 2023Q1: 5 shares; 2023Q2: 100 shares; 2023Q3: 261 shares; 2023Q4: 135 shares; 2024Q1: 137 shares 137 $11K 0.01% +2 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 207 shares; 2023Q1: 207 shares; 2023Q2: 207 shares; 2023Q3: 107 shares; 2023Q4: 107 shares; 2024Q1: 107 shares 107 $11K 0.01% 0 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 140 shares; 2023Q4: 141 shares; 2024Q1: 91 shares 91 $11K 0.01% -50 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 419 shares; 2023Q1: 419 shares; 2023Q2: 419 shares; 2023Q3: 419 shares; 2023Q4: 419 shares; 2024Q1: 229 shares 229 $11K 0.01% -190 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 45 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 675 shares; 2024Q1: 750 shares 750 $11K 0.01% +75 Timeline SPMO 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 120 shares 120 $10K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 172 shares 172 $10K 0.01% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 114 shares; 2023Q1: 134 shares; 2023Q2: 114 shares; 2023Q3: 106 shares; 2023Q4: 126 shares; 2024Q1: 121 shares 121 $10K 0.01% -5 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 68 shares; 2023Q3: 545 shares; 2023Q4: 291 shares; 2024Q1: 203 shares 203 $10K 0.01% -88 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,055 shares; 2023Q1: 101 shares; 2023Q2: 13,229 shares; 2023Q3: 87 shares; 2023Q4: 79 shares; 2024Q1: 79 shares 79 $10K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22 shares; 2023Q1: 22 shares; 2023Q2: 22 shares; 2023Q3: 127 shares; 2023Q4: 90 shares; 2024Q1: 90 shares 90 $10K 0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 44 shares 44 $10K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 60 shares 60 $10K 0.01% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 29 shares; 2023Q1: 13 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 54 shares 54 $10K 0.01% +41 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares 800 $10K 0.01% 0 Timeline MOTI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 666 shares; 2023Q4: 666 shares; 2024Q1: 333 shares 333 $10K 0.01% -333 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: 1 shares; 2023Q2: 2 shares; 2023Q3: 1 shares; 2023Q4: 63 shares; 2024Q1: 3 shares 3 $9K 0.01% -60 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20 shares; 2023Q1: 10 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 149 shares 149 $9K 0.01% +129 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12 shares; 2023Q1: 12 shares; 2023Q2: 17 shares; 2023Q3: 17 shares; 2023Q4: 17 shares; 2024Q1: 17 shares 17 $9K 0.01% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 19 shares; 2023Q4: not reported; 2024Q1: 113 shares 113 $9K 0.01% new Timeline SCS STEELCASE INC-CLASS A More: the full row for STEELCASE INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 78,949 shares; 2023Q3: 301 shares; 2023Q4: 33,074 shares; 2024Q1: 677 shares 677 $9K 0.01% -32,397 Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 98 shares; 2023Q1: 98 shares; 2023Q2: 88 shares; 2023Q3: 71 shares; 2023Q4: 71 shares; 2024Q1: 71 shares 71 $9K 0.01% 0 Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16,500 shares 16,500 $9K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 56 shares; 2023Q1: 136 shares; 2023Q2: 56 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 46 shares 46 $8K 0.01% -254 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 56 shares 56 $8K 0.01% new Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 28 shares 28 $8K 0.01% new Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 219 shares 219 $8K 0.01% new Timeline ACHC ACADIA HEALTHCARE COMPANY IN More: the full row for ACADIA HEALTHCARE COMPANY IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 95 shares 95 $8K 0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 131 shares; 2023Q1: 8 shares; 2023Q2: 144 shares; 2023Q3: 190 shares; 2023Q4: 165 shares; 2024Q1: 45 shares 45 $8K 0.01% -120 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 46 shares 46 $8K 0.01% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 42 shares 42 $8K 0.01% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 146 shares 146 $8K 0.01% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,388 shares; 2024Q1: 73 shares 73 $8K 0.01% -4,315 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: not reported; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 139 shares 139 $8K 0.01% +138 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 42 shares; 2023Q4: not reported; 2024Q1: 41 shares 41 $8K 0.01% new Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 101 shares 101 $8K 0.01% new Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 333 shares 333 $8K 0.01% new Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23 shares; 2023Q1: 16 shares; 2023Q2: 23 shares; 2023Q3: 242 shares; 2023Q4: 322 shares; 2024Q1: 52 shares 52 $8K 0.01% -270 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 277 shares; 2023Q4: not reported; 2024Q1: 282 shares 282 $8K 0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 59 shares; 2023Q4: not reported; 2024Q1: 60 shares 60 $8K 0.01% new Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 42 shares 42 $8K 0.01% new Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 829 shares; 2023Q1: 15 shares; 2023Q2: 921 shares; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 187 shares 187 $8K 0.01% +172 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 168 shares; 2023Q1: 3,719 shares; 2023Q2: 28 shares; 2023Q3: 24 shares; 2023Q4: 26 shares; 2024Q1: 26 shares 26 $7K 0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: 1 shares; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 17 shares 17 $7K 0.01% +16 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 54 shares 54 $7K 0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5 shares; 2023Q1: not reported; 2023Q2: 5 shares; 2023Q3: 37 shares; 2023Q4: 34 shares; 2024Q1: 34 shares 34 $7K 0.01% 0 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 170 shares 170 $7K 0.01% new Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 62 shares 62 $7K 0.01% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 97 shares 97 $7K 0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 85 shares; 2023Q1: 2,149 shares; 2023Q2: 11 shares; 2023Q3: 866 shares; 2023Q4: 806 shares; 2024Q1: 70 shares 70 $7K 0.01% -736 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 36 shares; 2023Q4: not reported; 2024Q1: 29 shares 29 $7K 0.01% new Timeline PWB 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 75 shares; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares 75 $7K 0.01% 0 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 67 shares 67 $7K 0.01% new Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,329 shares; 2024Q1: 21 shares 21 $7K 0.01% -1,308 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 179 shares 179 $7K 0.01% new Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 300 shares 300 $7K 0.01% new Timeline PFM 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 160 shares; 2023Q1: 160 shares; 2023Q2: 160 shares; 2023Q3: 160 shares; 2023Q4: 160 shares; 2024Q1: 160 shares 160 $7K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 375 shares; 2023Q1: 1,252 shares; 2023Q2: 375 shares; 2023Q3: 300 shares; 2023Q4: 318 shares; 2024Q1: 243 shares 243 $6K <0.01% -75 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 217 shares; 2023Q1: 2,437 shares; 2023Q2: not reported; 2023Q3: 155 shares; 2023Q4: 155 shares; 2024Q1: 155 shares 155 $6K <0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 9,942 shares; 2023Q4: 7,999 shares; 2024Q1: 88 shares 88 $6K <0.01% -7,911 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 590 shares; 2023Q1: 8,661 shares; 2023Q2: 570 shares; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 125 shares 125 $6K <0.01% -20 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 32 shares; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 32 shares 32 $6K <0.01% 0 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 27,641 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares 125 $6K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 507 shares; 2023Q1: 18,063 shares; 2023Q2: 507 shares; 2023Q3: 507 shares; 2023Q4: 98 shares; 2024Q1: 98 shares 98 $5K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,340 shares; 2023Q1: 41 shares; 2023Q2: 5 shares; 2023Q3: 837 shares; 2023Q4: 49 shares; 2024Q1: 10 shares 10 $5K <0.01% -39 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 7,125 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18 shares 18 $5K <0.01% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 301 shares; 2023Q1: 285 shares; 2023Q2: 251 shares; 2023Q3: 181 shares; 2023Q4: 181 shares; 2024Q1: 181 shares 181 $5K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7 shares; 2023Q1: 6 shares; 2023Q2: 7 shares; 2023Q3: 1,840 shares; 2023Q4: 16 shares; 2024Q1: 16 shares 16 $5K <0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 44 shares 44 $5K <0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14 shares; 2023Q1: 14 shares; 2023Q2: 14 shares; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 81 shares 81 $5K <0.01% +67 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 212 shares; 2023Q1: 212 shares; 2023Q2: 212 shares; 2023Q3: 262 shares; 2023Q4: 262 shares; 2024Q1: 262 shares 262 $5K <0.01% 0 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23 shares; 2023Q1: 49 shares; 2023Q2: 23 shares; 2023Q3: 72 shares; 2023Q4: 67 shares; 2024Q1: 63 shares 63 $5K <0.01% -4 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 122 shares; 2024Q1: 226 shares 226 $5K <0.01% +104 Timeline JP MORGAN CHASE & CO JP MORGAN CHASE & CO More: the full row for JP MORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 175 shares 175 $5K <0.01% 0 ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 824 shares; 2023Q4: 58 shares; 2024Q1: 7 shares 7 $4K <0.01% -51 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15 shares 15 $4K <0.01% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,828 shares; 2023Q1: 2 shares; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 18 shares 18 $4K <0.01% +16 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,442 shares; 2023Q1: 1,972 shares; 2023Q2: 3,075 shares; 2023Q3: 991 shares; 2023Q4: 616 shares; 2024Q1: 314 shares 314 $4K <0.01% -302 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 215 shares; 2023Q4: 215 shares; 2024Q1: 195 shares 195 $4K <0.01% -20 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 19 shares; 2023Q4: 19 shares; 2024Q1: 19 shares 19 $4K <0.01% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 74 shares; 2023Q4: 74 shares; 2024Q1: 74 shares 74 $4K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 125 shares; 2023Q1: 135 shares; 2023Q2: 110 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares 20 $3K <0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 700 shares; 2023Q1: 46 shares; 2023Q2: 783 shares; 2023Q3: 78 shares; 2023Q4: 66 shares; 2024Q1: 66 shares 66 $3K <0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8 shares; 2023Q1: 8 shares; 2023Q2: 8 shares; 2023Q3: 11 shares; 2023Q4: 8 shares; 2024Q1: 8 shares 8 $3K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 24 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 72 shares 72 $3K <0.01% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 25 shares; 2023Q1: 128 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares 25 $3K <0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50 shares; 2023Q4: not reported; 2024Q1: 20 shares 20 $3K <0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17 shares 17 $3K <0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 20 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 35 shares 35 $3K <0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 20 shares; 2024Q1: 23 shares 23 $3K <0.01% +3 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 53 shares; 2023Q1: 59 shares; 2023Q2: 53 shares; 2023Q3: 27 shares; 2023Q4: 27 shares; 2024Q1: 27 shares 27 $3K <0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 83 shares; 2023Q1: 79 shares; 2023Q2: 83 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares 40 $3K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11 shares; 2024Q1: 10 shares 10 $3K <0.01% -1 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 17 shares; 2023Q4: 17 shares; 2024Q1: 17 shares 17 $3K <0.01% 0 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 124 shares; 2023Q4: 131 shares; 2024Q1: 149 shares 149 $3K <0.01% +18 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 114 shares 114 $3K <0.01% new Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 166 shares; 2023Q4: 165 shares; 2024Q1: 154 shares 154 $3K <0.01% -11 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,481 shares; 2023Q4: 22 shares; 2024Q1: 22 shares 22 $3K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 17 shares; 2023Q4: 16 shares; 2024Q1: 15 shares 15 $3K <0.01% -1 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 67 shares 67 $3K <0.01% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 12 shares 12 $3K <0.01% +1 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 13 shares; 2024Q1: 14 shares 14 $3K <0.01% +1 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 25 shares 25 $3K <0.01% new Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 56 shares 56 $3K <0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,749 shares; 2023Q3: 0 shares; 2023Q4: 19 shares; 2024Q1: 23 shares 23 $3K <0.01% +4 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,784 shares; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares 10 $3K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20 shares; 2023Q1: 7,189 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares 20 $3K <0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10 shares 10 $3K <0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12 shares; 2023Q1: 13 shares; 2023Q2: 12 shares; 2023Q3: 112 shares; 2023Q4: 87 shares; 2024Q1: 22 shares 22 $3K <0.01% -65 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 6 shares; 2023Q4: not reported; 2024Q1: 5 shares 5 $3K <0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9 shares; 2024Q1: 7 shares 7 $3K <0.01% -2 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 52 shares; 2023Q4: 49 shares; 2024Q1: 51 shares 51 $3K <0.01% +2 Timeline TNET TRINET GROUP INC More: the full row for TRINET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 60 shares; 2024Q1: 22 shares 22 $3K <0.01% -38 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 210 shares; 2023Q1: 3,018 shares; 2023Q2: 210 shares; 2023Q3: 210 shares; 2023Q4: 210 shares; 2024Q1: 210 shares 210 $3K <0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18 shares 18 $3K <0.01% new Timeline LUCID GROUP INC LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 50 shares; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares 1,000 $3K <0.01% 0 DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares 30 $3K <0.01% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,214 shares; 2023Q1: 14,275 shares; 2023Q2: 1,194 shares; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 36 shares 36 $3K <0.01% -13 Timeline UNITED STATES STL CORP NEW UNITED STATES STL CORP NEW More: the full row for UNITED STATES STL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 12,884 shares; 2023Q4: 83 shares; 2024Q1: 73 shares 73 $3K <0.01% -10 MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,597 shares; 2023Q1: 82,944 shares; 2023Q2: 1,712 shares; 2023Q3: 1,425 shares; 2023Q4: 1,425 shares; 2024Q1: 100 shares 100 $3K <0.01% -1,325 YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 150 shares; 2023Q1: 75 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares 150 $3K <0.01% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 47 shares 47 $3K <0.01% new Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 84 shares 84 $3K <0.01% new Timeline MGPI MGP INGREDIENTS INC NEW More: the full row for MGP INGREDIENTS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,297 shares; 2024Q1: 32 shares 32 $3K <0.01% -4,265 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 377 shares; 2023Q1: 572 shares; 2023Q2: 183 shares; 2023Q3: 73 shares; 2023Q4: 74 shares; 2024Q1: 74 shares 74 $3K <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10 shares; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares 10 $2K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 305 shares; 2023Q1: not reported; 2023Q2: 323 shares; 2023Q3: 305 shares; 2023Q4: 8,904 shares; 2024Q1: 28 shares 28 $2K <0.01% -8,876 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 6 shares; 2023Q2: not reported; 2023Q3: 12,294 shares; 2023Q4: 38 shares; 2024Q1: 22 shares 22 $2K <0.01% -16 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares 10 $2K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 214 shares; 2023Q4: 24 shares; 2024Q1: 24 shares 24 $2K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10 shares; 2023Q1: not reported; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares 10 $2K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 242 shares; 2023Q2: 8 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17 shares 17 $2K <0.01% new Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6 shares; 2023Q1: 6 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 3,600 shares; 2024Q1: 65 shares 65 $2K <0.01% -3,535 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 86 shares; 2023Q1: 86 shares; 2023Q2: 130 shares; 2023Q3: 86 shares; 2023Q4: 86 shares; 2024Q1: 86 shares 86 $2K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 246 shares; 2023Q1: not reported; 2023Q2: 298 shares; 2023Q3: 246 shares; 2023Q4: 246 shares; 2024Q1: 246 shares 246 $2K <0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,657 shares; 2023Q4: 13 shares; 2024Q1: 13 shares 13 $2K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 130 shares; 2023Q1: 267 shares; 2023Q2: 135 shares; 2023Q3: 105 shares; 2023Q4: 105 shares; 2024Q1: 20 shares 20 $2K <0.01% -85 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 58 shares; 2024Q1: 19 shares 19 $2K <0.01% -39 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 125 shares; 2023Q1: 192 shares; 2023Q2: 129 shares; 2023Q3: 102 shares; 2023Q4: 102 shares; 2024Q1: 32 shares 32 $2K <0.01% -70 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 143 shares; 2023Q1: 5,614 shares; 2023Q2: 5 shares; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 9 shares 9 $2K <0.01% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 34 shares; 2023Q1: 30 shares; 2023Q2: 49 shares; 2023Q3: 34 shares; 2023Q4: 30 shares; 2024Q1: 30 shares 30 $2K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares 13 $2K <0.01% 0 Timeline BDN BRANDYWINE RLTY TR More: the full row for BRANDYWINE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 457 shares 457 $2K <0.01% new Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $2K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 75 shares 75 $2K <0.01% new Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 200 shares 200 $2K <0.01% +100 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10 shares; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 19 shares; 2023Q4: 19 shares; 2024Q1: 19 shares 19 $2K <0.01% 0 Timeline PATTERSON COS INC PATTERSON COS INC More: the full row for PATTERSON COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 90 shares 90 $2K <0.01% new LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2 shares; 2023Q1: not reported; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares 2 $2K <0.01% 0 URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 35 shares 35 $2K <0.01% new Timeline MILN GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7 shares; 2023Q1: not reported; 2023Q2: 7 shares; 2023Q3: 77 shares; 2023Q4: 55 shares; 2024Q1: 55 shares 55 $2K <0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,412 shares; 2023Q1: 292 shares; 2023Q2: 7,772 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares 7 $1K <0.01% 0 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 91 shares; 2023Q1: not reported; 2023Q2: 83 shares; 2023Q3: 26 shares; 2023Q4: 26 shares; 2024Q1: 7 shares 7 $1K <0.01% -19 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23 shares; 2023Q1: 4,903 shares; 2023Q2: 23 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares 6 $1K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 32 shares; 2023Q1: 34 shares; 2023Q2: 53 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares 7 $1K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 68 shares; 2023Q4: 68 shares; 2024Q1: 18 shares 18 $1K <0.01% -50 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7 shares; 2023Q1: 5 shares; 2023Q2: 7 shares; 2023Q3: 2,776 shares; 2023Q4: 7 shares; 2024Q1: 3 shares 3 $1K <0.01% -4 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2 shares; 2023Q1: 2 shares; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares 2 $1K <0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 70 shares; 2023Q1: 740 shares; 2023Q2: 70 shares; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares 70 $1K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 90 shares; 2023Q1: 14 shares; 2023Q2: 80 shares; 2023Q3: 120 shares; 2023Q4: 120 shares; 2024Q1: 110 shares 110 $1K <0.01% -10 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 90 shares; 2023Q1: 365 shares; 2023Q2: 90 shares; 2023Q3: 45 shares; 2023Q4: 45 shares; 2024Q1: 45 shares 45 $1K <0.01% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12 shares; 2023Q1: 12 shares; 2023Q2: 12 shares; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares 12 $1K <0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6 shares; 2023Q1: 59 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares 6 $1K <0.01% 0 Timeline ULCC FRONTIER GROUP HLDGS INC More: the full row for FRONTIER GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 166 shares 166 $1K <0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,869 shares; 2023Q4: 83 shares; 2024Q1: 29 shares 29 $1K <0.01% -54 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 35 shares; 2023Q1: 95 shares; 2023Q2: 40 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares 20 $1K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 197 shares; 2023Q1: 417 shares; 2023Q2: 197 shares; 2023Q3: 31 shares; 2023Q4: 7 shares; 2024Q1: 7 shares 7 $1K <0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,607 shares; 2023Q1: not reported; 2023Q2: 106 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares 50 $1K <0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13 shares; 2023Q1: 30 shares; 2023Q2: 13 shares; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares 5 $1K <0.01% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 33 shares; 2023Q3: 33 shares; 2023Q4: 33 shares; 2024Q1: 33 shares 33 $1K <0.01% 0 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 44 shares; 2023Q3: 44 shares; 2023Q4: 44 shares; 2024Q1: 44 shares 44 $1K <0.01% 0 Timeline SPLV 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22 shares; 2023Q1: 14,520 shares; 2023Q2: 22 shares; 2023Q3: 22 shares; 2023Q4: 22 shares; 2024Q1: 22 shares 22 $1K <0.01% 0 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares 50 $1K <0.01% new Timeline STEM INC STEM INC More: the full row for STEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 580 shares; 2023Q1: 1,357 shares; 2023Q2: 580 shares; 2023Q3: 525 shares; 2023Q4: 525 shares; 2024Q1: 250 shares 250 $1K <0.01% -275 VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5 shares; 2024Q1: 5 shares 5 $1K <0.01% 0 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15 shares; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares 15 $1K <0.01% 0 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 51 shares 51 $1K <0.01% new Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 59 shares 59 $1K <0.01% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 44 shares; 2023Q3: 44 shares; 2023Q4: 44 shares; 2024Q1: 44 shares 44 $1K <0.01% 0 Timeline CMPS COMPASS PATHWAYS PLC More: the full row for COMPASS PATHWAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 422 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $1K <0.01% 0 Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 40 shares 40 $1K <0.01% new Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7 shares 7 $1K <0.01% new Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 300 shares 300 $1K <0.01% new Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 415 shares; 2023Q1: 693 shares; 2023Q2: 415 shares; 2023Q3: 425 shares; 2023Q4: 125 shares; 2024Q1: 60 shares 60 $1K <0.01% -65 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10 shares 10 $1K <0.01% new Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $1K <0.01% 0 Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 117 shares 117 $1K <0.01% new FLNC FLUENCE ENERGY INC More: the full row for FLUENCE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 110 shares; 2023Q1: 435 shares; 2023Q2: 85 shares; 2023Q3: 110 shares; 2023Q4: 110 shares; 2024Q1: 50 shares 50 $1K <0.01% -60 Timeline QQQE 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10 shares; 2024Q1: 10 shares 10 $1K <0.01% 0 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 915 shares; 2023Q1: 335 shares; 2023Q2: 1,015 shares; 2023Q3: 1,535 shares; 2023Q4: 335 shares; 2024Q1: 250 shares 250 $1K <0.01% -85 Timeline USGO US GOLDMINING INC More: the full row for US GOLDMINING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $1K <0.01% 0 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $1K <0.01% 0 Timeline PUT ISHR 20 TSY 91 EXP 05/0… PUT ISHR 20 TSY 91 EXP 05/03/24 More: the full row for PUT ISHR 20 TSY 91 EXP 05/03/24 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,500 shares 8,500 $1K <0.01% new ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 77 shares; 2023Q1: 84 shares; 2023Q2: 32 shares; 2023Q3: 155 shares; 2023Q4: 56 shares; 2024Q1: 11 shares 11 $0 0% -45 Value filed as zero, left out of ratios. Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18 shares; 2023Q1: 36 shares; 2023Q2: 18 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares 6 $0 0% 0 Value filed as zero, left out of ratios. Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2 shares; 2023Q1: 26 shares; 2023Q2: 2 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7 shares; 2023Q1: not reported; 2023Q2: 34 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares 7 $0 0% 0 Value filed as zero, left out of ratios. Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 19 shares; 2023Q1: 19 shares; 2023Q2: 19 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares 2 $0 0% 0 Value filed as zero, left out of ratios. Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6 shares; 2023Q1: 66 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares 6 $0 0% 0 Value filed as zero, left out of ratios. Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2 shares 2 $0 0% new Value filed as zero, left out of ratios. Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5 shares 5 $0 0% new Value filed as zero, left out of ratios. Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: 30 shares; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 583 shares; 2023Q1: 1,083 shares; 2023Q2: 583 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares 3 $0 0% 0 Value filed as zero, left out of ratios. Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: 4 shares; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1 shares; 2024Q1: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3 shares; 2023Q1: 3 shares; 2023Q2: 29 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares 3 $0 0% 0 Value filed as zero, left out of ratios. Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 35 shares; 2023Q1: 36 shares; 2023Q2: 35 shares; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares 12 $0 0% 0 Value filed as zero, left out of ratios. Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18 shares; 2023Q1: 18 shares; 2023Q2: 18 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2 shares; 2023Q1: not reported; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares 2 $0 0% 0 Value filed as zero, left out of ratios. Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15 shares; 2023Q1: 1,219 shares; 2023Q2: 13 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares 3 $0 0% 0 Value filed as zero, left out of ratios. Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15 shares; 2023Q1: 40 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares 15 $0 0% 0 Value filed as zero, left out of ratios. Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6 shares; 2023Q1: 6 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares 6 $0 0% 0 Value filed as zero, left out of ratios. Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12 shares; 2023Q1: 10 shares; 2023Q2: 19 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares 4 $0 0% 0 Value filed as zero, left out of ratios. Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10 shares; 2023Q1: not reported; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares 10 $0 0% 0 Value filed as zero, left out of ratios. Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares 5 $0 0% 0 Value filed as zero, left out of ratios. Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: not reported; 2023Q2: 5 shares; 2023Q3: 1 shares; 2023Q4: 126 shares; 2024Q1: 1 shares 1 $0 0% -125 Value filed as zero, left out of ratios. Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3 shares; 2023Q1: 9 shares; 2023Q2: 3 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares 20 $0 0% 0 Value filed as zero, left out of ratios. Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline PEY 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 152 shares; 2023Q3: 147 shares; 2023Q4: 147 shares; 2024Q1: 8 shares 8 $0 0% -139 Value filed as zero, left out of ratios. Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3 shares; 2023Q1: not reported; 2023Q2: 3 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares 3 $0 0% 0 Value filed as zero, left out of ratios. Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2 shares; 2023Q1: not reported; 2023Q2: 23,241 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares 2 $0 0% 0 Value filed as zero, left out of ratios. Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2 shares; 2024Q1: 2 shares 2 $0 0% 0 Value filed as zero, left out of ratios. Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: not reported; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10 shares; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares 12 $0 0% 0 Value filed as zero, left out of ratios. Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1 shares 1 $0 0% new Value filed as zero, left out of ratios. MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 72 shares; 2023Q1: 52 shares; 2023Q2: 72 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares 2 $0 0% 0 Value filed as zero, left out of ratios. Timeline PDP 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5 shares; 2023Q1: 5 shares; 2023Q2: 5 shares; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares 5 $0 0% 0 Value filed as zero, left out of ratios. Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6 shares; 2023Q1: 6 shares; 2023Q2: 6 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares 25 $0 0% 0 Value filed as zero, left out of ratios. Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15 shares; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares 15 $0 0% 0 Value filed as zero, left out of ratios. Timeline EOLS EVOLUS INC More: the full row for EVOLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares 30 $0 0% 0 Value filed as zero, left out of ratios. Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2 shares; 2023Q1: 2 shares; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares 2 $0 0% 0 Value filed as zero, left out of ratios. Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2 shares; 2023Q1: not reported; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares 2 $0 0% 0 Value filed as zero, left out of ratios. Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,477 shares; 2023Q1: 7,207 shares; 2023Q2: 3,696 shares; 2023Q3: 148 shares; 2023Q4: 168 shares; 2024Q1: 128 shares 128 $0 0% -40 Value filed as zero, left out of ratios. Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline