SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 219,600 shares; 2023Q4: 210,919 shares; 2024Q1: 162,436 shares; 2024Q2: 154,202 shares 154,202 $15.5M 11.26% -8,234 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,538 shares; 2023Q1: 24,314 shares; 2023Q2: 5,324 shares; 2023Q3: 21,403 shares; 2023Q4: 20,723 shares; 2024Q1: 25,212 shares; 2024Q2: 25,971 shares 25,971 $12.4M 9.02% +759 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,048 shares; 2023Q1: 22,572 shares; 2023Q2: 1,048 shares; 2023Q3: 13,929 shares; 2023Q4: 6,183 shares; 2024Q1: 12,828 shares; 2024Q2: 16,030 shares 16,030 $6M 4.35% +3,202 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 74,864 shares; 2023Q4: 78,242 shares; 2024Q1: 74,985 shares; 2024Q2: 88,106 shares 88,106 $4.66M 3.38% +13,121 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 38 shares; 2023Q1: 30 shares; 2023Q2: 38 shares; 2023Q3: 2,324 shares; 2023Q4: 3,021 shares; 2024Q1: 6,467 shares; 2024Q2: 7,823 shares 7,823 $4.28M 3.1% +1,356 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,621 shares; 2023Q1: 2,619 shares; 2023Q2: 2,621 shares; 2023Q3: 9,544 shares; 2023Q4: 24,697 shares; 2024Q1: 22,813 shares; 2024Q2: 26,190 shares 26,190 $4.2M 3.05% +3,377 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 110 shares; 2023Q1: 126,062 shares; 2023Q2: 110 shares; 2023Q3: 101 shares; 2023Q4: 101 shares; 2024Q1: 30,521 shares; 2024Q2: 45,742 shares 45,742 $3.84M 2.78% +15,221 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; 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; 2024Q2: 41,328 shares 41,328 $3.58M 2.59% -1,400 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 23,738 shares; 2023Q1: 1,368 shares; 2023Q2: 4,109 shares; 2023Q3: 2,845 shares; 2023Q4: 3,115 shares; 2024Q1: 2,492 shares; 2024Q2: 28,063 shares 28,063 $3.47M 2.51% +25,571 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 190,707 shares; 2023Q4: 181,182 shares; 2024Q1: 154,691 shares; 2024Q2: 111,089 shares 111,089 $3.21M 2.33% -43,602 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 15,110 shares; 2023Q4: 14,312 shares; 2024Q1: 63,200 shares; 2024Q2: 51,958 shares 51,958 $3.04M 2.2% -11,242 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,249 shares; 2024Q1: 62,541 shares; 2024Q2: 89,903 shares 89,903 $2.44M 1.77% +27,362 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,286 shares; 2023Q1: 1,615 shares; 2023Q2: 10,580 shares; 2023Q3: 17,759 shares; 2023Q4: 22,044 shares; 2024Q1: 20,836 shares; 2024Q2: 20,079 shares 20,079 $2.14M 1.55% -757 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,273 shares; 2023Q1: 2,444 shares; 2023Q2: 4,143 shares; 2023Q3: 2,695 shares; 2023Q4: 2,705 shares; 2024Q1: 2,963 shares; 2024Q2: 4,264 shares 4,264 $2.13M 1.55% +1,301 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 18 shares; 2023Q1: 42 shares; 2023Q2: 18 shares; 2023Q3: 28,046 shares; 2023Q4: 26,023 shares; 2024Q1: 25,292 shares; 2024Q2: 25,439 shares 25,439 $2.11M 1.53% +147 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; 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; 2024Q2: 21,136 shares 21,136 $1.94M 1.41% -10,879 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 373 shares; 2023Q1: 187 shares; 2023Q2: 25,176 shares; 2023Q3: 16,701 shares; 2023Q4: 6,817 shares; 2024Q1: 6,795 shares; 2024Q2: 8,298 shares 8,298 $1.78M 1.29% +1,503 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,014 shares; 2023Q1: 2,683 shares; 2023Q2: 3,750 shares; 2023Q3: 4,172 shares; 2023Q4: 4,636 shares; 2024Q1: 5,487 shares; 2024Q2: 8,195 shares 8,195 $1.73M 1.25% +2,708 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 337 shares; 2023Q1: 244 shares; 2023Q2: 273 shares; 2023Q3: 1,623 shares; 2023Q4: 1,891 shares; 2024Q1: 2,612 shares; 2024Q2: 3,455 shares 3,455 $1.54M 1.12% +843 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 29,437 shares; 2024Q1: 36,346 shares; 2024Q2: 29,818 shares 29,818 $1.43M 1.04% -6,528 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 173 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,230 shares; 2023Q4: 7,607 shares; 2024Q1: 32,891 shares; 2024Q2: 23,626 shares 23,626 $1.2M 0.87% -9,265 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,463 shares; 2023Q1: 562 shares; 2023Q2: 1,478 shares; 2023Q3: 1,247 shares; 2023Q4: 9,080 shares; 2024Q1: 10,493 shares; 2024Q2: 11,622 shares 11,622 $1.15M 0.84% +1,129 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 53 shares; 2023Q4: 2,795 shares; 2024Q1: 27,481 shares; 2024Q2: 57,450 shares 57,450 $1.13M 0.82% +29,969 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 47,288 shares; 2023Q1: 28,593 shares; 2023Q2: 38,677 shares; 2023Q3: 19,573 shares; 2023Q4: 19,060 shares; 2024Q1: 16,416 shares; 2024Q2: 14,453 shares 14,453 $1.12M 0.81% -1,963 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 39,526 shares; 2023Q4: 41,115 shares; 2024Q1: 57,649 shares; 2024Q2: 37,758 shares 37,758 $1.12M 0.81% -19,891 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 15,931 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 20,859 shares; 2024Q2: 19,874 shares 19,874 $1.06M 0.77% -985 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; 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; 2024Q2: 4,146 shares 4,146 $1.03M 0.75% -7 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 795 shares; 2023Q1: 1,115 shares; 2023Q2: 845 shares; 2023Q3: 8,895 shares; 2023Q4: 10,825 shares; 2024Q1: 14,655 shares; 2024Q2: 63,481 shares 63,481 $1.01M 0.73% +48,826 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; 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; 2024Q2: 50,606 shares 50,606 $1M 0.73% +9,377 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,426 shares; 2023Q1: 28 shares; 2023Q2: 878 shares; 2023Q3: 775 shares; 2023Q4: 1,089 shares; 2024Q1: 5,730 shares; 2024Q2: 5,349 shares 5,349 $981K 0.71% -381 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; 2022Q3: restricted; 2022Q4: 1,142 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 302 shares; 2023Q4: 651 shares; 2024Q1: 3,221 shares; 2024Q2: 4,817 shares 4,817 $949K 0.69% +1,596 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 21,911 shares; 2023Q1: 321 shares; 2023Q2: 30,985 shares; 2023Q3: 3,583 shares; 2023Q4: 221 shares; 2024Q1: 3,417 shares; 2024Q2: 10,173 shares 10,173 $927K 0.67% +6,756 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 46,294 shares; 2024Q1: 36,898 shares; 2024Q2: 29,500 shares 29,500 $912K 0.66% -7,398 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,160 shares; 2023Q1: 50 shares; 2023Q2: 1,215 shares; 2023Q3: 1,147 shares; 2023Q4: 1,268 shares; 2024Q1: 2,832 shares; 2024Q2: 4,703 shares 4,703 $909K 0.66% +1,871 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; 2022Q3: restricted; 2022Q4: 400 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,177 shares; 2024Q1: 19,883 shares; 2024Q2: 42,559 shares 42,559 $901K 0.65% +22,676 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,750 shares; 2023Q4: 2,950 shares; 2024Q1: 13,980 shares; 2024Q2: 79,285 shares 79,285 $895K 0.65% +65,305 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 77,164 shares; 2023Q4: 75,949 shares; 2024Q1: 40,707 shares; 2024Q2: 40,389 shares 40,389 $889K 0.64% -318 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 128 shares; 2023Q1: not reported; 2023Q2: 127 shares; 2023Q3: 922 shares; 2023Q4: 1,249 shares; 2024Q1: 952 shares; 2024Q2: 976 shares 976 $884K 0.64% +24 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10 shares; 2023Q4: 2,964 shares; 2024Q1: 5,698 shares; 2024Q2: 15,437 shares 15,437 $875K 0.63% +9,739 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,298 shares; 2023Q1: 2,609 shares; 2023Q2: 3,333 shares; 2023Q3: 3,016 shares; 2023Q4: 2,949 shares; 2024Q1: 3,060 shares; 2024Q2: 3,094 shares 3,094 $828K 0.6% +34 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 134 shares; 2023Q4: 2,975 shares; 2024Q1: 2,643 shares; 2024Q2: 8,729 shares 8,729 $817K 0.59% +6,086 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 12,171 shares; 2023Q1: not reported; 2023Q2: 15,234 shares; 2023Q3: 540 shares; 2023Q4: 2,158 shares; 2024Q1: 2,670 shares; 2024Q2: 8,853 shares 8,853 $813K 0.59% +6,183 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,557 shares; 2023Q3: 12,681 shares; 2023Q4: 12,656 shares; 2024Q1: 12,706 shares; 2024Q2: 12,013 shares 12,013 $805K 0.58% -693 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,562 shares; 2024Q2: 23,122 shares 23,122 $789K 0.57% +20,560 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,382 shares; 2024Q2: 23,918 shares 23,918 $719K 0.52% +12,536 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 9,372 shares; 2023Q1: 175 shares; 2023Q2: 11,033 shares; 2023Q3: 777 shares; 2023Q4: 888 shares; 2024Q1: 1,748 shares; 2024Q2: 6,565 shares 6,565 $655K 0.47% +4,817 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,319 shares; 2023Q1: 944 shares; 2023Q2: 587 shares; 2023Q3: 8,017 shares; 2023Q4: 4,437 shares; 2024Q1: 3,843 shares; 2024Q2: 3,580 shares 3,580 $581K 0.42% -263 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,946 shares; 2023Q4: 6,613 shares; 2024Q1: 8,021 shares; 2024Q2: 8,478 shares 8,478 $579K 0.42% +457 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,182 shares; 2024Q1: 14,759 shares; 2024Q2: 17,185 shares 17,185 $574K 0.42% +2,426 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,897 shares; 2023Q1: 4,141 shares; 2023Q2: 3,370 shares; 2023Q3: 2,434 shares; 2023Q4: 2,426 shares; 2024Q1: 1,552 shares; 2024Q2: 1,553 shares 1,553 $566K 0.41% +1 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6 shares; 2023Q3: 3,997 shares; 2023Q4: 3,236 shares; 2024Q1: 4,264 shares; 2024Q2: 5,773 shares 5,773 $551K 0.4% +1,509 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 21,365 shares; 2023Q4: 20,393 shares; 2024Q1: 19,223 shares; 2024Q2: 17,251 shares 17,251 $551K 0.4% -1,972 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 320 shares; 2023Q1: not reported; 2023Q2: 32 shares; 2023Q3: 121 shares; 2023Q4: 1,952 shares; 2024Q1: 4,494 shares; 2024Q2: 7,343 shares 7,343 $542K 0.39% +2,849 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 9,103 shares; 2023Q1: 2,228 shares; 2023Q2: 9,042 shares; 2023Q3: 7,788 shares; 2023Q4: 7,278 shares; 2024Q1: 7,009 shares; 2024Q2: 7,107 shares 7,107 $517K 0.37% +98 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 407 shares; 2024Q1: 2,186 shares; 2024Q2: 9,321 shares 9,321 $516K 0.37% +7,135 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,873 shares 15,873 $502K 0.36% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 175 shares; 2023Q1: not reported; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: 136 shares; 2024Q1: 6,748 shares; 2024Q2: 6,817 shares 6,817 $491K 0.36% +69 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 59 shares; 2023Q1: not reported; 2023Q2: 4,433 shares; 2023Q3: 17,219 shares; 2023Q4: 15,839 shares; 2024Q1: 13,212 shares; 2024Q2: 11,796 shares 11,796 $481K 0.35% -1,416 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17,786 shares; 2024Q2: 19,139 shares 19,139 $465K 0.34% +1,353 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 51 shares; 2023Q1: 25 shares; 2023Q2: 51 shares; 2023Q3: 31,911 shares; 2023Q4: 38,909 shares; 2024Q1: 18,937 shares; 2024Q2: 4,323 shares 4,323 $461K 0.33% -14,614 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,374 shares; 2023Q1: 247 shares; 2023Q2: 1,655 shares; 2023Q3: 1,455 shares; 2023Q4: 1,313 shares; 2024Q1: 1,183 shares; 2024Q2: 1,183 shares 1,183 $453K 0.33% 0 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; 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; 2024Q2: 68,247 shares 68,247 $451K 0.33% +7,541 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 10 shares; 2023Q1: 4 shares; 2023Q2: 31 shares; 2023Q3: 69 shares; 2023Q4: 90 shares; 2024Q1: 843 shares; 2024Q2: 893 shares 893 $450K 0.33% +50 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,881 shares; 2023Q1: 1,482 shares; 2023Q2: 2,243 shares; 2023Q3: 2,176 shares; 2023Q4: 1,803 shares; 2024Q1: 1,827 shares; 2024Q2: 4,018 shares 4,018 $444K 0.32% +2,191 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,647 shares; 2023Q1: 207 shares; 2023Q2: 1,028 shares; 2023Q3: 2,162 shares; 2023Q4: 2,170 shares; 2024Q1: 2,946 shares; 2024Q2: 2,032 shares 2,032 $402K 0.29% -914 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; 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; 2024Q2: 2,038 shares 2,038 $402K 0.29% +472 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,600 shares; 2023Q4: 9,500 shares; 2024Q1: 8,700 shares; 2024Q2: 65,882 shares 65,882 $390K 0.28% +57,182 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 25 shares; 2023Q2: not reported; 2023Q3: 228 shares; 2023Q4: 576 shares; 2024Q1: 491 shares; 2024Q2: 280 shares 280 $386K 0.28% -211 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,702 shares 2,702 $354K 0.26% new Timeline CONSOL ENERGY INC NEW CONSOL ENERGY INC NEW More: the full row for CONSOL ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,421 shares 3,421 $349K 0.25% new SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,381 shares; 2023Q1: 5,483 shares; 2023Q2: 5,617 shares; 2023Q3: 3,189 shares; 2023Q4: 2,809 shares; 2024Q1: 2,743 shares; 2024Q2: 2,740 shares 2,740 $348K 0.25% -3 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,653 shares 1,653 $348K 0.25% new Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,307 shares 2,307 $347K 0.25% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,969 shares; 2024Q2: 6,438 shares 6,438 $347K 0.25% +469 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,820 shares; 2023Q1: 23,522 shares; 2023Q2: 1,526 shares; 2023Q3: 2,144 shares; 2023Q4: 4,232 shares; 2024Q1: 6,331 shares; 2024Q2: 6,288 shares 6,288 $344K 0.25% -43 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,389 shares 1,389 $344K 0.25% new Timeline SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10 shares; 2024Q1: 35 shares; 2024Q2: 417 shares 417 $342K 0.25% +382 NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,388 shares; 2024Q1: 73 shares; 2024Q2: 2,644 shares 2,644 $341K 0.25% +2,571 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 9,942 shares; 2023Q4: 7,999 shares; 2024Q1: 88 shares; 2024Q2: 4,333 shares 4,333 $337K 0.24% +4,245 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: 11 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,367 shares 17,367 $336K 0.24% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 70 shares; 2023Q1: not reported; 2023Q2: 73 shares; 2023Q3: 13 shares; 2023Q4: 11 shares; 2024Q1: not reported; 2024Q2: 1,245 shares 1,245 $335K 0.24% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 597 shares; 2023Q1: not reported; 2023Q2: 629 shares; 2023Q3: 629 shares; 2023Q4: 990 shares; 2024Q1: 7,277 shares; 2024Q2: 6,747 shares 6,747 $333K 0.24% -530 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 42 shares; 2024Q2: 1,778 shares 1,778 $329K 0.24% +1,736 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,040 shares 2,040 $324K 0.24% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 84 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 544 shares 544 $324K 0.23% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 305 shares; 2023Q1: not reported; 2023Q2: 323 shares; 2023Q3: 305 shares; 2023Q4: 8,904 shares; 2024Q1: 28 shares; 2024Q2: 5,469 shares 5,469 $323K 0.23% +5,441 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; 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; 2024Q2: 2,094 shares 2,094 $315K 0.23% -100 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 12 shares; 2024Q2: 1,155 shares 1,155 $311K 0.23% +1,143 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 824 shares; 2023Q4: 58 shares; 2024Q1: 7 shares; 2024Q2: 559 shares 559 $311K 0.23% +552 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,612 shares; 2023Q1: 60 shares; 2023Q2: 2,486 shares; 2023Q3: 2,406 shares; 2023Q4: 2,406 shares; 2024Q1: 2,406 shares; 2024Q2: 2,407 shares 2,407 $307K 0.22% +1 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,279 shares 1,279 $288K 0.21% new Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,367 shares 9,367 $286K 0.21% 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,905 shares; 2024Q2: 8,156 shares 8,156 $267K 0.19% +1,251 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; 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; 2024Q2: 13,276 shares 13,276 $262K 0.19% 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 68 shares; 2023Q4: 68 shares; 2024Q1: 18 shares; 2024Q2: 3,833 shares 3,833 $261K 0.19% +3,815 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 35 shares; 2023Q1: 60 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: 40 shares; 2024Q1: 160 shares; 2024Q2: 159 shares 159 $255K 0.19% -1 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 962 shares; 2023Q1: 962 shares; 2023Q2: 962 shares; 2023Q3: 962 shares; 2023Q4: 962 shares; 2024Q1: 962 shares; 2024Q2: 1,045 shares 1,045 $253K 0.18% +83 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 48,689 shares; 2024Q1: 4,651 shares; 2024Q2: 4,889 shares 4,889 $244K 0.18% +238 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,280 shares; 2023Q1: 1,000 shares; 2023Q2: 1,280 shares; 2023Q3: 1,280 shares; 2023Q4: 5,876 shares; 2024Q1: 28,056 shares; 2024Q2: 6,851 shares 6,851 $243K 0.18% -21,205 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; 2022Q3: restricted; 2022Q4: 225 shares; 2023Q1: 689 shares; 2023Q2: 151 shares; 2023Q3: 6,647 shares; 2023Q4: 6,249 shares; 2024Q1: 3,321 shares; 2024Q2: 766 shares 766 $242K 0.18% -2,555 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,339 shares; 2023Q1: 926 shares; 2023Q2: 1,354 shares; 2023Q3: 1,432 shares; 2023Q4: 1,432 shares; 2024Q1: 1,532 shares; 2024Q2: 1,516 shares 1,516 $237K 0.17% -16 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 50 shares; 2024Q1: 146 shares; 2024Q2: 505 shares 505 $225K 0.16% +359 EETH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,063 shares 3,063 $216K 0.16% 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; 2022Q3: restricted; 2022Q4: 166 shares; 2023Q1: not reported; 2023Q2: 42,161 shares; 2023Q3: 4,357 shares; 2023Q4: 2,472 shares; 2024Q1: 6,082 shares; 2024Q2: 4,120 shares 4,120 $207K 0.15% -1,962 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; 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; 2024Q2: 4,654 shares 4,654 $205K 0.15% -191 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 6 shares; 2023Q1: 5 shares; 2023Q2: 13 shares; 2023Q3: 6 shares; 2023Q4: 62 shares; 2024Q1: 142 shares; 2024Q2: 303 shares 303 $204K 0.15% +161 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,040 shares; 2023Q1: 257 shares; 2023Q2: 1,081 shares; 2023Q3: 1,081 shares; 2023Q4: 1,096 shares; 2024Q1: 1,100 shares; 2024Q2: 1,100 shares 1,100 $201K 0.15% 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; 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; 2024Q2: 4,160 shares 4,160 $197K 0.14% -608 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,213 shares 1,213 $196K 0.14% 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 105 shares; 2024Q1: 949 shares; 2024Q2: 1,363 shares 1,363 $191K 0.14% +414 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,759 shares; 2023Q1: 3,236 shares; 2023Q2: 2,017 shares; 2023Q3: 1,948 shares; 2023Q4: 1,725 shares; 2024Q1: 1,725 shares; 2024Q2: 1,725 shares 1,725 $190K 0.14% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,356 shares; 2023Q1: 710 shares; 2023Q2: 1,470 shares; 2023Q3: 1,430 shares; 2023Q4: 1,425 shares; 2024Q1: 1,249 shares; 2024Q2: 1,601 shares 1,601 $184K 0.13% +352 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 288 shares; 2023Q1: not reported; 2023Q2: 399 shares; 2023Q3: 642 shares; 2023Q4: 596 shares; 2024Q1: 582 shares; 2024Q2: 1,750 shares 1,750 $170K 0.12% +1,168 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; 2022Q3: restricted; 2022Q4: 350 shares; 2023Q1: not reported; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 1,000 shares; 2024Q1: 22,115 shares; 2024Q2: 40,789 shares 40,789 $169K 0.12% +18,674 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 502 shares; 2023Q1: 1,957 shares; 2023Q2: 502 shares; 2023Q3: 566 shares; 2023Q4: 566 shares; 2024Q1: 566 shares; 2024Q2: 4,048 shares 4,048 $166K 0.12% +3,482 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; 2022Q3: restricted; 2022Q4: 885 shares; 2023Q1: 885 shares; 2023Q2: 885 shares; 2023Q3: 710 shares; 2023Q4: 710 shares; 2024Q1: 710 shares; 2024Q2: 710 shares 710 $163K 0.12% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 433 shares; 2023Q3: 230,976 shares; 2023Q4: 244,317 shares; 2024Q1: 126,623 shares; 2024Q2: 11,555 shares 11,555 $162K 0.12% -115,068 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 24 shares; 2023Q4: 24 shares; 2024Q1: 166 shares; 2024Q2: 715 shares 715 $162K 0.12% +549 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; 2022Q3: restricted; 2022Q4: 168 shares; 2023Q1: 3,719 shares; 2023Q2: 28 shares; 2023Q3: 24 shares; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: 478 shares 478 $150K 0.11% +452 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; 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; 2024Q2: 2,479 shares 2,479 $148K 0.11% -2,483 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; 2022Q3: restricted; 2022Q4: 320 shares; 2023Q1: 169 shares; 2023Q2: 320 shares; 2023Q3: 7,020 shares; 2023Q4: 7,721 shares; 2024Q1: 5,869 shares; 2024Q2: 5,869 shares 5,869 $145K 0.11% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 15,356 shares; 2023Q1: not reported; 2023Q2: 56 shares; 2023Q3: 4 shares; 2023Q4: 0 shares; 2024Q1: not reported; 2024Q2: 2,176 shares 2,176 $143K 0.1% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 13 shares; 2023Q1: not reported; 2023Q2: 8 shares; 2023Q3: not reported; 2023Q4: 75 shares; 2024Q1: not reported; 2024Q2: 981 shares 981 $143K 0.1% new Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,608 shares 3,608 $142K 0.1% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 264 shares; 2024Q2: 939 shares 939 $141K 0.1% +675 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; 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; 2024Q2: 4,157 shares 4,157 $141K 0.1% -462 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; 2022Q3: restricted; 2022Q4: 5 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5 shares; 2023Q4: 701 shares; 2024Q1: 311 shares; 2024Q2: 1,395 shares 1,395 $141K 0.1% +1,084 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; 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; 2024Q2: 1,814 shares 1,814 $139K 0.1% -1,384 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; 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; 2024Q2: 2,565 shares 2,565 $131K 0.09% -333 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; 2022Q3: restricted; 2022Q4: 489 shares; 2023Q1: 230 shares; 2023Q2: 1,174 shares; 2023Q3: 9,229 shares; 2023Q4: 6,555 shares; 2024Q1: 2,963 shares; 2024Q2: 2,855 shares 2,855 $125K 0.09% -108 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 224 shares; 2023Q1: not reported; 2023Q2: 224 shares; 2023Q3: 443 shares; 2023Q4: 475 shares; 2024Q1: 444 shares; 2024Q2: 475 shares 475 $123K 0.09% +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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 565 shares; 2024Q2: 607 shares 607 $120K 0.09% +42 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 7,721 shares; 2023Q4: 7,721 shares; 2024Q1: 5,321 shares; 2024Q2: 5,321 shares 5,321 $119K 0.09% 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; 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; 2024Q2: 1,080 shares 1,080 $116K 0.08% -1,000 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 2,254 shares 2,254 $115K 0.08% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 650 shares; 2024Q1: 1,575 shares; 2024Q2: 3,595 shares 3,595 $114K 0.08% +2,020 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; 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; 2024Q2: 2,431 shares 2,431 $111K 0.08% +642 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; 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; 2024Q2: 3,644 shares 3,644 $108K 0.08% 0 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; 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; 2024Q2: 1,910 shares 1,910 $105K 0.08% 0 Timeline DIG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,481 shares 2,481 $105K 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; 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; 2024Q2: 1,354 shares 1,354 $105K 0.08% +3 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; 2022Q3: restricted; 2022Q4: 825 shares; 2023Q1: not reported; 2023Q2: 812 shares; 2023Q3: 472 shares; 2023Q4: 472 shares; 2024Q1: 422 shares; 2024Q2: 422 shares 422 $103K 0.07% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 332 shares; 2024Q1: 2,625 shares; 2024Q2: 2,957 shares 2,957 $101K 0.07% +332 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,412 shares; 2023Q1: 292 shares; 2023Q2: 7,772 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 518 shares 518 $101K 0.07% +511 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 252 shares; 2023Q1: 981 shares; 2023Q2: 252 shares; 2023Q3: 175 shares; 2023Q4: 189 shares; 2024Q1: 281 shares; 2024Q2: 184 shares 184 $99.9K 0.07% -97 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 104 shares; 2023Q1: 4 shares; 2023Q2: 104 shares; 2023Q3: 101 shares; 2023Q4: 668 shares; 2024Q1: 3,202 shares; 2024Q2: 904 shares 904 $99.5K 0.07% -2,298 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 330 shares; 2023Q1: not reported; 2023Q2: 351 shares; 2023Q3: 330 shares; 2023Q4: 330 shares; 2024Q1: 1,427 shares; 2024Q2: 1,437 shares 1,437 $97.3K 0.07% +10 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; 2022Q3: restricted; 2022Q4: 424 shares; 2023Q1: 2,610 shares; 2023Q2: 424 shares; 2023Q3: 428 shares; 2023Q4: 872 shares; 2024Q1: 883 shares; 2024Q2: 883 shares 883 $82.8K 0.06% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 12 shares; 2023Q4: 268 shares; 2024Q1: 18,104 shares; 2024Q2: 1,717 shares 1,717 $82.2K 0.06% -16,387 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 277 shares; 2023Q4: 1,182 shares; 2024Q1: 1,597 shares; 2024Q2: 1,689 shares 1,689 $78.2K 0.06% +92 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 864 shares; 2023Q1: not reported; 2023Q2: 864 shares; 2023Q3: 864 shares; 2023Q4: 864 shares; 2024Q1: 1,593 shares; 2024Q2: 1,606 shares 1,606 $76.3K 0.06% +13 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 597 shares; 2023Q1: 597 shares; 2023Q2: 597 shares; 2023Q3: 597 shares; 2023Q4: 597 shares; 2024Q1: 597 shares; 2024Q2: 597 shares 597 $75.2K 0.05% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 440 shares; 2024Q2: 430 shares 430 $74.3K 0.05% -10 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 173 shares; 2023Q1: not reported; 2023Q2: 189 shares; 2023Q3: 196 shares; 2023Q4: 199 shares; 2024Q1: 201 shares; 2024Q2: 202 shares 202 $69.7K 0.05% +1 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; 2022Q3: restricted; 2022Q4: 3,041 shares; 2023Q1: 13,093 shares; 2023Q2: 2,210 shares; 2023Q3: 955 shares; 2023Q4: 873 shares; 2024Q1: 733 shares; 2024Q2: 659 shares 659 $65.5K 0.05% -74 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 567 shares; 2023Q1: not reported; 2023Q2: 522 shares; 2023Q3: 522 shares; 2023Q4: 522 shares; 2024Q1: 522 shares; 2024Q2: 525 shares 525 $65K 0.05% +3 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 389 shares; 2023Q1: not reported; 2023Q2: 404 shares; 2023Q3: 389 shares; 2023Q4: 389 shares; 2024Q1: 389 shares; 2024Q2: 391 shares 391 $64.5K 0.05% +2 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 22 shares; 2023Q1: not reported; 2023Q2: 3 shares; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 167 shares; 2024Q2: 258 shares 258 $63.6K 0.05% +91 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 80 shares; 2023Q1: 27 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 81 shares 81 $63.5K 0.05% +1 CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 182 shares; 2023Q1: 16 shares; 2023Q2: 182 shares; 2023Q3: 182 shares; 2023Q4: 182 shares; 2024Q1: 182 shares; 2024Q2: 183 shares 183 $60.8K 0.04% +1 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 860 shares 860 $58.4K 0.04% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 87 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,350 shares; 2024Q1: 741 shares; 2024Q2: 732 shares 732 $57.6K 0.04% -9 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 532 shares; 2023Q1: 532 shares; 2023Q2: 532 shares; 2023Q3: 495 shares; 2023Q4: 495 shares; 2024Q1: 495 shares; 2024Q2: 475 shares 475 $57.4K 0.04% -20 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; 2022Q3: restricted; 2022Q4: 268 shares; 2023Q1: 306 shares; 2023Q2: 268 shares; 2023Q3: 172 shares; 2023Q4: 172 shares; 2024Q1: 184 shares; 2024Q2: 224 shares 224 $56K 0.04% +40 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 375 shares; 2023Q1: 1,252 shares; 2023Q2: 375 shares; 2023Q3: 300 shares; 2023Q4: 318 shares; 2024Q1: 243 shares; 2024Q2: 2,131 shares 2,131 $54K 0.04% +1,888 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; 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; 2024Q2: 1,757 shares 1,757 $53.5K 0.04% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,381 shares 1,381 $53K 0.04% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 280 shares; 2023Q1: 14 shares; 2023Q2: 280 shares; 2023Q3: 280 shares; 2023Q4: 280 shares; 2024Q1: 284 shares; 2024Q2: 284 shares 284 $51.8K 0.04% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 433 shares; 2023Q1: 1 shares; 2023Q2: 464 shares; 2023Q3: 253 shares; 2023Q4: 253 shares; 2024Q1: 253 shares; 2024Q2: 254 shares 254 $51.5K 0.04% +1 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 477 shares; 2023Q1: not reported; 2023Q2: 412 shares; 2023Q3: 412 shares; 2023Q4: 412 shares; 2024Q1: 412 shares; 2024Q2: 414 shares 414 $47.4K 0.03% +2 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 8 shares; 2023Q1: 3,463 shares; 2023Q2: 8 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 452 shares 452 $45.6K 0.03% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 373 shares; 2023Q1: not reported; 2023Q2: 373 shares; 2023Q3: 373 shares; 2023Q4: 373 shares; 2024Q1: 373 shares; 2024Q2: 377 shares 377 $44.2K 0.03% +4 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,787 shares; 2023Q1: 706 shares; 2023Q2: 1,726 shares; 2023Q3: 946 shares; 2023Q4: 968 shares; 2024Q1: 863 shares; 2024Q2: 628 shares 628 $43.9K 0.03% -235 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 297 shares; 2023Q1: not reported; 2023Q2: 311 shares; 2023Q3: 297 shares; 2023Q4: 297 shares; 2024Q1: 297 shares; 2024Q2: 300 shares 300 $43.8K 0.03% +3 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 6,507 shares; 2023Q1: 6,163 shares; 2023Q2: 3,658 shares; 2023Q3: 3,184 shares; 2023Q4: 2,007 shares; 2024Q1: 2,077 shares; 2024Q2: 1,180 shares 1,180 $43.6K 0.03% -897 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 42 shares; 2023Q1: not reported; 2023Q2: 224 shares; 2023Q3: 81 shares; 2023Q4: 178 shares; 2024Q1: 208 shares; 2024Q2: 214 shares 214 $43.4K 0.03% +6 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; 2022Q3: restricted; 2022Q4: 531 shares; 2023Q1: not reported; 2023Q2: 559 shares; 2023Q3: 926 shares; 2023Q4: 746 shares; 2024Q1: 691 shares; 2024Q2: 571 shares 571 $43.3K 0.03% -120 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 420 shares; 2023Q1: 40 shares; 2023Q2: 420 shares; 2023Q3: 420 shares; 2023Q4: 420 shares; 2024Q1: 420 shares; 2024Q2: 425 shares 425 $43.1K 0.03% +5 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 255 shares; 2023Q1: not reported; 2023Q2: 255 shares; 2023Q3: 255 shares; 2023Q4: 255 shares; 2024Q1: 255 shares; 2024Q2: 259 shares 259 $42.7K 0.03% +4 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 964 shares; 2023Q1: 1,064 shares; 2023Q2: 964 shares; 2023Q3: 864 shares; 2023Q4: 864 shares; 2024Q1: 864 shares; 2024Q2: 864 shares 864 $42.5K 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; 2022Q3: restricted; 2022Q4: 619 shares; 2023Q1: not reported; 2023Q2: 696 shares; 2023Q3: 696 shares; 2023Q4: 696 shares; 2024Q1: 700 shares; 2024Q2: 708 shares 708 $40.8K 0.03% +8 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 232 shares; 2023Q1: 76 shares; 2023Q2: 242 shares; 2023Q3: 232 shares; 2023Q4: 232 shares; 2024Q1: 232 shares; 2024Q2: 234 shares 234 $40.2K 0.03% +2 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; 2022Q3: restricted; 2022Q4: 977 shares; 2023Q1: 1,686 shares; 2023Q2: 977 shares; 2023Q3: 515 shares; 2023Q4: 191 shares; 2024Q1: 191 shares; 2024Q2: 409 shares 409 $38.1K 0.03% +218 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; 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; 2024Q2: 1,851 shares 1,851 $36.8K 0.03% +20 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 474 shares; 2023Q1: not reported; 2023Q2: 504 shares; 2023Q3: 474 shares; 2023Q4: 474 shares; 2024Q1: 474 shares; 2024Q2: 474 shares 474 $36.8K 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; 2022Q3: restricted; 2022Q4: 134 shares; 2023Q1: 134 shares; 2023Q2: 134 shares; 2023Q3: 134 shares; 2023Q4: 134 shares; 2024Q1: 140 shares; 2024Q2: 140 shares 140 $36.8K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,300 shares; 2023Q4: 1,300 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares 1,500 $36.6K 0.03% 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; 2022Q3: restricted; 2022Q4: 3,340 shares; 2023Q1: 41 shares; 2023Q2: 5 shares; 2023Q3: 837 shares; 2023Q4: 49 shares; 2024Q1: 10 shares; 2024Q2: 70 shares 70 $35.6K 0.03% +60 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; 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; 2024Q2: 2,482 shares 2,482 $35.6K 0.03% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 9 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 33 shares; 2024Q2: 110 shares 110 $32.8K 0.02% +77 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 501 shares; 2023Q1: 372 shares; 2023Q2: 545 shares; 2023Q3: 501 shares; 2023Q4: 501 shares; 2024Q1: 501 shares; 2024Q2: 505 shares 505 $32.1K 0.02% +4 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 146 shares; 2023Q1: 139 shares; 2023Q2: 146 shares; 2023Q3: 124 shares; 2023Q4: 469 shares; 2024Q1: 594 shares; 2024Q2: 125 shares 125 $32K 0.02% -469 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,135 shares; 2023Q4: 1,629 shares; 2024Q1: 1,366 shares; 2024Q2: 632 shares 632 $31.9K 0.02% -734 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; 2022Q3: restricted; 2022Q4: 350 shares; 2023Q1: 13,608 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 2,795 shares; 2024Q1: 653 shares; 2024Q2: 375 shares 375 $31.7K 0.02% -278 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 104 shares; 2023Q2: not reported; 2023Q3: 18 shares; 2023Q4: 18 shares; 2024Q1: 1,182 shares; 2024Q2: 90 shares 90 $31.5K 0.02% -1,092 GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 104 shares; 2023Q1: 4 shares; 2023Q2: 104 shares; 2023Q3: 104 shares; 2023Q4: 104 shares; 2024Q1: 131 shares; 2024Q2: 104 shares 104 $30.3K 0.02% -27 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 51 shares; 2023Q1: not reported; 2023Q2: 51 shares; 2023Q3: 51 shares; 2023Q4: 51 shares; 2024Q1: 51 shares; 2024Q2: 51 shares 51 $29.8K 0.02% 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; 2022Q3: restricted; 2022Q4: 247 shares; 2023Q1: 465 shares; 2023Q2: 143 shares; 2023Q3: 350 shares; 2023Q4: 322 shares; 2024Q1: 465 shares; 2024Q2: 300 shares 300 $28.7K 0.02% -165 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 430 shares; 2023Q1: 26 shares; 2023Q2: 430 shares; 2023Q3: 430 shares; 2023Q4: 430 shares; 2024Q1: 469 shares; 2024Q2: 433 shares 433 $28.3K 0.02% -36 Timeline 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; 2022Q3: restricted; 2022Q4: 161 shares; 2023Q1: not reported; 2023Q2: 460 shares; 2023Q3: 677 shares; 2023Q4: 502 shares; 2024Q1: 446 shares; 2024Q2: 332 shares 332 $27.8K 0.02% -114 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 16,634 shares; 2023Q4: 559 shares; 2024Q1: 609 shares; 2024Q2: 503 shares 503 $27.4K 0.02% -106 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; 2022Q3: restricted; 2022Q4: 15,716 shares; 2023Q1: 1,160 shares; 2023Q2: 17,138 shares; 2023Q3: 332 shares; 2023Q4: 333 shares; 2024Q1: 333 shares; 2024Q2: 322 shares 322 $27.1K 0.02% -11 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,917 shares; 2024Q1: 119 shares; 2024Q2: 161 shares 161 $26.5K 0.02% +42 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 61 shares; 2023Q1: 60 shares; 2023Q2: 69 shares; 2023Q3: 1,268 shares; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: 65 shares 65 $26.4K 0.02% +4 Timeline SPXE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 225 shares; 2023Q1: 307 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares; 2024Q2: 450 shares 450 $26.3K 0.02% +225 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 81,159 shares; 2023Q2: not reported; 2023Q3: 966 shares; 2023Q4: 933 shares; 2024Q1: 849 shares; 2024Q2: 870 shares 870 $24.6K 0.02% +21 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 337 shares; 2023Q1: 995 shares; 2023Q2: 344 shares; 2023Q3: 197 shares; 2023Q4: 171 shares; 2024Q1: 179 shares; 2024Q2: 132 shares 132 $23.9K 0.02% -47 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 49 shares; 2023Q1: not reported; 2023Q2: 49 shares; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares; 2024Q2: 50 shares 50 $23.2K 0.02% +1 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 282 shares 282 $23K 0.02% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 307 shares; 2023Q1: not reported; 2023Q2: 307 shares; 2023Q3: 307 shares; 2023Q4: 307 shares; 2024Q1: 307 shares; 2024Q2: 312 shares 312 $23K 0.02% +5 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 143 shares; 2023Q1: 5,614 shares; 2023Q2: 5 shares; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 106 shares 106 $22.7K 0.02% +97 Timeline CPSM CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 870 shares 870 $22.4K 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; 2022Q3: restricted; 2022Q4: 166 shares; 2023Q1: 308 shares; 2023Q2: 166 shares; 2023Q3: 92 shares; 2023Q4: 92 shares; 2024Q1: 92 shares; 2024Q2: 92 shares 92 $22.2K 0.02% 0 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; 2022Q3: restricted; 2022Q4: 505 shares; 2023Q1: 1,515 shares; 2023Q2: 505 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 600 shares; 2024Q2: 600 shares 600 $22.2K 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; 2022Q3: restricted; 2022Q4: 405 shares; 2023Q1: 3,611 shares; 2023Q2: 405 shares; 2023Q3: 269 shares; 2023Q4: 326 shares; 2024Q1: 276 shares; 2024Q2: 278 shares 278 $21.8K 0.02% +2 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 137 shares; 2023Q1: 111 shares; 2023Q2: 137 shares; 2023Q3: 135 shares; 2023Q4: 135 shares; 2024Q1: 135 shares; 2024Q2: 135 shares 135 $21.5K 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 293 shares; 2023Q1: 193 shares; 2023Q2: 312 shares; 2023Q3: 285 shares; 2023Q4: 321 shares; 2024Q1: 295 shares; 2024Q2: 285 shares 285 $21.5K 0.02% -10 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 91 shares; 2023Q1: 91 shares; 2023Q2: 91 shares; 2023Q3: 91 shares; 2023Q4: 91 shares; 2024Q1: 91 shares; 2024Q2: 91 shares 91 $21.5K 0.02% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 369 shares; 2023Q1: 156 shares; 2023Q2: 369 shares; 2023Q3: 213 shares; 2023Q4: 213 shares; 2024Q1: 213 shares; 2024Q2: 213 shares 213 $21.4K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,911 shares; 2023Q4: 520 shares; 2024Q1: 457 shares; 2024Q2: 360 shares 360 $20.5K 0.01% -97 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 170 shares; 2023Q4: 177 shares; 2024Q1: 285 shares; 2024Q2: 207 shares 207 $20.3K 0.01% -78 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; 2022Q3: restricted; 2022Q4: 174 shares; 2023Q1: 22,106 shares; 2023Q2: 174 shares; 2023Q3: 170 shares; 2023Q4: 170 shares; 2024Q1: 170 shares; 2024Q2: 170 shares 170 $20.1K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 8 shares; 2023Q1: 23 shares; 2023Q2: 8 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 277 shares 277 $20.1K 0.01% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 319 shares 319 $20.1K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 23,080 shares; 2023Q1: 15 shares; 2023Q2: 41,496 shares; 2023Q3: 722 shares; 2023Q4: 462 shares; 2024Q1: 316 shares; 2024Q2: 318 shares 318 $20K 0.01% +2 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 282 shares; 2023Q1: not reported; 2023Q2: 282 shares; 2023Q3: 282 shares; 2023Q4: 282 shares; 2024Q1: 285 shares; 2024Q2: 288 shares 288 $19.8K 0.01% +3 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; 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; 2024Q2: 1,020 shares 1,020 $19.5K 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; 2022Q3: restricted; 2022Q4: 170 shares; 2023Q1: not reported; 2023Q2: 170 shares; 2023Q3: 170 shares; 2023Q4: 170 shares; 2024Q1: 170 shares; 2024Q2: 170 shares 170 $18.7K 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; 2022Q3: restricted; 2022Q4: 8 shares; 2023Q1: 8 shares; 2023Q2: 8 shares; 2023Q3: 11 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 50 shares 50 $18.7K 0.01% +42 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; 2022Q3: restricted; 2022Q4: 128 shares; 2023Q1: 3,159 shares; 2023Q2: 128 shares; 2023Q3: 292 shares; 2023Q4: 292 shares; 2024Q1: 292 shares; 2024Q2: 292 shares 292 $18.6K 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; 2022Q3: restricted; 2022Q4: 11 shares; 2023Q1: 14,758 shares; 2023Q2: 11 shares; 2023Q3: 26 shares; 2023Q4: 31 shares; 2024Q1: 31 shares; 2024Q2: 31 shares 31 $17.9K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 375 shares; 2023Q1: not reported; 2023Q2: 375 shares; 2023Q3: 375 shares; 2023Q4: 375 shares; 2024Q1: 375 shares; 2024Q2: 383 shares 383 $17.5K 0.01% +8 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,088 shares; 2023Q3: 3,088 shares; 2023Q4: 777 shares; 2024Q1: 777 shares; 2024Q2: 777 shares 777 $17.4K 0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 402 shares; 2024Q2: 502 shares 502 $17.1K 0.01% +100 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 441 shares; 2023Q1: not reported; 2023Q2: 441 shares; 2023Q3: 441 shares; 2023Q4: 441 shares; 2024Q1: 441 shares; 2024Q2: 446 shares 446 $17.1K 0.01% +5 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 160 shares; 2023Q1: not reported; 2023Q2: 182 shares; 2023Q3: 174 shares; 2023Q4: 166 shares; 2024Q1: 166 shares; 2024Q2: 161 shares 161 $16.7K 0.01% -5 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 106,086 shares; 2023Q1: not reported; 2023Q2: 77,513 shares; 2023Q3: 3,085 shares; 2023Q4: 18,678 shares; 2024Q1: 3,350 shares; 2024Q2: 629 shares 629 $16.7K 0.01% -2,721 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 58 shares; 2023Q1: 58 shares; 2023Q2: 58 shares; 2023Q3: 58 shares; 2023Q4: 58 shares; 2024Q1: 58 shares; 2024Q2: 70 shares 70 $16.7K 0.01% +12 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 655 shares; 2024Q2: 300 shares 300 $15.5K 0.01% -355 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 192 shares; 2023Q1: 50 shares; 2023Q2: 203 shares; 2023Q3: 39 shares; 2023Q4: 39 shares; 2024Q1: 39 shares; 2024Q2: 39 shares 39 $15.3K 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; 2022Q3: restricted; 2022Q4: 22 shares; 2023Q1: 22 shares; 2023Q2: 22 shares; 2023Q3: 127 shares; 2023Q4: 90 shares; 2024Q1: 90 shares; 2024Q2: 110 shares 110 $15.2K 0.01% +20 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 111 shares; 2024Q2: 111 shares 111 $15.1K 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; 2022Q3: restricted; 2022Q4: 405 shares; 2023Q1: not reported; 2023Q2: 405 shares; 2023Q3: 405 shares; 2023Q4: 405 shares; 2024Q1: 205 shares; 2024Q2: 205 shares 205 $14.8K 0.01% 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,136 shares; 2023Q4: 1,795 shares; 2024Q1: 87 shares; 2024Q2: 59 shares 59 $14.7K 0.01% -28 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 476 shares; 2023Q3: 406 shares; 2023Q4: 406 shares; 2024Q1: 10,812 shares; 2024Q2: 543 shares 543 $14.7K 0.01% -10,269 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; 2022Q3: restricted; 2022Q4: 259 shares; 2023Q1: not reported; 2023Q2: 259 shares; 2023Q3: 259 shares; 2023Q4: 259 shares; 2024Q1: 259 shares; 2024Q2: 263 shares 263 $14.5K 0.01% +4 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 55 shares 55 $14.3K 0.01% +45 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 90 shares; 2023Q3: 640 shares; 2023Q4: 525 shares; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $13.8K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,500 shares; 2023Q1: 3,000 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 850 shares; 2024Q2: 850 shares 850 $13.8K 0.01% 0 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; 2022Q3: restricted; 2022Q4: 80 shares; 2023Q1: 188 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 85 shares; 2024Q1: 75 shares; 2024Q2: 60 shares 60 $13.3K 0.01% -15 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 13 shares; 2023Q1: 13 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 13 shares 13 $13.3K 0.01% 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; 2022Q3: restricted; 2022Q4: 730 shares; 2023Q1: not reported; 2023Q2: 730 shares; 2023Q3: 14,960 shares; 2023Q4: 15,057 shares; 2024Q1: 6,630 shares; 2024Q2: 730 shares 730 $13.3K 0.01% -5,900 Timeline CPNJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 534 shares 534 $12.8K 0.01% new Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 143 shares; 2023Q1: 283 shares; 2023Q2: 143 shares; 2023Q3: 143 shares; 2023Q4: 143 shares; 2024Q1: 143 shares; 2024Q2: 143 shares 143 $12.6K 0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 537 shares; 2023Q4: 458 shares; 2024Q1: 443 shares; 2024Q2: 446 shares 446 $12.5K 0.01% +3 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; 2022Q3: restricted; 2022Q4: 378 shares; 2023Q1: not reported; 2023Q2: 6,932 shares; 2023Q3: 2,053 shares; 2023Q4: 2,053 shares; 2024Q1: 831 shares; 2024Q2: 498 shares 498 $12.4K 0.01% -333 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 140 shares; 2023Q4: 141 shares; 2024Q1: 91 shares; 2024Q2: 101 shares 101 $12K 0.01% +10 Timeline SDS PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,000 shares; 2023Q3: 3,500 shares; 2023Q4: 3,950 shares; 2024Q1: not reported; 2024Q2: 500 shares 500 $11.5K 0.01% new 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; 2022Q3: restricted; 2022Q4: 419 shares; 2023Q1: 419 shares; 2023Q2: 419 shares; 2023Q3: 419 shares; 2023Q4: 419 shares; 2024Q1: 229 shares; 2024Q2: 229 shares 229 $11.2K 0.01% 0 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 62 shares 62 $11K 0.01% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 128 shares 128 $11K 0.01% new Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 168 shares; 2023Q1: not reported; 2023Q2: 168 shares; 2023Q3: 357 shares; 2023Q4: 262 shares; 2024Q1: 255 shares; 2024Q2: 232 shares 232 $10.9K 0.01% -23 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9 shares; 2024Q1: 7 shares; 2024Q2: 26 shares 26 $10.7K 0.01% +19 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 666 shares; 2023Q4: 666 shares; 2024Q1: 333 shares; 2024Q2: 333 shares 333 $10.4K 0.01% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 88 shares 88 $10.2K 0.01% new 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; 2022Q3: restricted; 2022Q4: 207 shares; 2023Q1: 207 shares; 2023Q2: 207 shares; 2023Q3: 107 shares; 2023Q4: 107 shares; 2024Q1: 107 shares; 2024Q2: 107 shares 107 $10K 0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 7,125 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18 shares; 2024Q2: 29 shares 29 $9.67K 0.01% +11 Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 98 shares; 2023Q1: 98 shares; 2023Q2: 88 shares; 2023Q3: 71 shares; 2023Q4: 71 shares; 2024Q1: 71 shares; 2024Q2: 71 shares 71 $9.11K 0.01% 0 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 36 shares; 2024Q1: not reported; 2024Q2: 42 shares 42 $9.05K 0.01% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 14,723 shares; 2023Q3: 305 shares; 2023Q4: 305 shares; 2024Q1: 305 shares; 2024Q2: 199 shares 199 $8.71K 0.01% -106 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 6 shares; 2023Q1: not reported; 2023Q2: 6 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 48 shares 48 $8.49K 0.01% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 25 shares 25 $8.47K 0.01% +10 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 56 shares; 2023Q1: 136 shares; 2023Q2: 56 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 46 shares; 2024Q2: 46 shares 46 $8.4K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 48 shares 48 $8.39K 0.01% new Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,329 shares; 2023Q1: 1,368 shares; 2023Q2: 1,400 shares; 2023Q3: 677 shares; 2023Q4: 672 shares; 2024Q1: 582 shares; 2024Q2: 347 shares 347 $8.15K 0.01% -235 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 59 shares 59 $8.12K 0.01% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10,606 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 48 shares 48 $8.1K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 146 shares; 2024Q2: 126 shares 126 $8.09K 0.01% -20 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 56 shares; 2024Q2: 149 shares 149 $8.08K 0.01% +93 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; 2022Q3: restricted; 2022Q4: 18 shares; 2023Q1: 18 shares; 2023Q2: 18 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 136 shares 136 $8.05K 0.01% +135 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 260 shares 260 $8.01K 0.01% new Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 235 shares 235 $8K 0.01% new Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 45 shares 45 $7.97K 0.01% new Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 133 shares 133 $7.93K 0.01% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 67 shares 67 $7.92K 0.01% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 73 shares 73 $7.9K 0.01% new Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 39 shares 39 $7.87K 0.01% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 85 shares; 2023Q4: 87 shares; 2024Q1: not reported; 2024Q2: 254 shares 254 $7.85K 0.01% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 29,430 shares; 2024Q1: 645 shares; 2024Q2: 471 shares 471 $7.84K 0.01% -174 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 51 shares; 2023Q2: 44 shares; 2023Q3: 12,501 shares; 2023Q4: 10,556 shares; 2024Q1: 266 shares; 2024Q2: 190 shares 190 $7.84K 0.01% -76 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 29 shares 29 $7.83K 0.01% new Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 175 shares 175 $7.8K 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; 2022Q3: restricted; 2022Q4: 85 shares; 2023Q1: 2,149 shares; 2023Q2: 11 shares; 2023Q3: 866 shares; 2023Q4: 806 shares; 2024Q1: 70 shares; 2024Q2: 81 shares 81 $7.79K 0.01% +11 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 83 shares 83 $7.76K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 20 shares 20 $7.72K 0.01% new Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 488 shares 488 $7.71K 0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 70 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 56 shares 56 $7.59K 0.01% new Timeline SKX SKECHERS U S A INC More: the full row for SKECHERS U S A INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 107 shares 107 $7.4K 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; 2022Q3: restricted; 2022Q4: 131 shares; 2023Q1: 8 shares; 2023Q2: 144 shares; 2023Q3: 190 shares; 2023Q4: 165 shares; 2024Q1: 45 shares; 2024Q2: 46 shares 46 $7.14K 0.01% +1 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; 2022Q3: restricted; 2022Q4: 75 shares; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares 75 $7.08K 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 27,641 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 150 shares 150 $6.84K <0.01% +25 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; 2022Q3: restricted; 2022Q4: 160 shares; 2023Q1: 160 shares; 2023Q2: 160 shares; 2023Q3: 160 shares; 2023Q4: 160 shares; 2024Q1: 160 shares; 2024Q2: 160 shares 160 $6.83K <0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,962 shares; 2024Q1: 3,414 shares; 2024Q2: 51 shares 51 $6.79K <0.01% -3,363 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 31 shares; 2023Q1: 15 shares; 2023Q2: 24 shares; 2023Q3: 15 shares; 2023Q4: 60 shares; 2024Q1: 93 shares; 2024Q2: 15 shares 15 $6.62K <0.01% -78 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 217 shares; 2023Q1: 2,437 shares; 2023Q2: not reported; 2023Q3: 155 shares; 2023Q4: 155 shares; 2024Q1: 155 shares; 2024Q2: 155 shares 155 $6.6K <0.01% 0 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; 2022Q3: restricted; 2022Q4: 12 shares; 2023Q1: 12 shares; 2023Q2: 17 shares; 2023Q3: 17 shares; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 17 shares 17 $6.56K <0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 30 shares 30 $6.54K <0.01% new 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; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: 1 shares; 2023Q2: 2 shares; 2023Q3: 1 shares; 2023Q4: 63 shares; 2024Q1: 3 shares; 2024Q2: 100 shares 100 $6.26K <0.01% +97 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 590 shares; 2023Q1: 8,661 shares; 2023Q2: 570 shares; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 125 shares; 2024Q2: 125 shares 125 $6.08K <0.01% 0 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; 2022Q3: restricted; 2022Q4: 5 shares; 2023Q1: not reported; 2023Q2: 5 shares; 2023Q3: 37 shares; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 34 shares 34 $5.9K <0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 78,949 shares; 2023Q3: 301 shares; 2023Q4: 33,074 shares; 2024Q1: 677 shares; 2024Q2: 450 shares 450 $5.83K <0.01% -227 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 92 shares; 2023Q4: 92 shares; 2024Q1: 288 shares; 2024Q2: 92 shares 92 $5.78K <0.01% -196 Timeline GRNT GRANITE RIDGE RESOURCES INC More: the full row for GRANITE RIDGE RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 905 shares 905 $5.73K <0.01% new 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; 2022Q3: restricted; 2022Q4: 23 shares; 2023Q1: 49 shares; 2023Q2: 23 shares; 2023Q3: 72 shares; 2023Q4: 67 shares; 2024Q1: 63 shares; 2024Q2: 63 shares 63 $5.66K <0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 32 shares; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 32 shares 32 $5.63K <0.01% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 111 shares 111 $5.52K <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; 2022Q3: restricted; 2022Q4: 301 shares; 2023Q1: 285 shares; 2023Q2: 251 shares; 2023Q3: 181 shares; 2023Q4: 181 shares; 2024Q1: 181 shares; 2024Q2: 181 shares 181 $5.18K <0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 14,055 shares; 2023Q1: 101 shares; 2023Q2: 13,229 shares; 2023Q3: 87 shares; 2023Q4: 79 shares; 2024Q1: 79 shares; 2024Q2: 40 shares 40 $5.04K <0.01% -39 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; 2022Q3: restricted; 2022Q4: 7 shares; 2023Q1: 6 shares; 2023Q2: 7 shares; 2023Q3: 1,840 shares; 2023Q4: 16 shares; 2024Q1: 16 shares; 2024Q2: 16 shares 16 $4.92K <0.01% 0 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; 2022Q3: restricted; 2022Q4: 20 shares; 2023Q1: 10 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 149 shares; 2024Q2: 149 shares 149 $4.88K <0.01% 0 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 19 shares; 2023Q4: 19 shares; 2024Q1: 19 shares; 2024Q2: 19 shares 19 $4.7K <0.01% 0 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 212 shares; 2023Q1: 212 shares; 2023Q2: 212 shares; 2023Q3: 262 shares; 2023Q4: 262 shares; 2024Q1: 262 shares; 2024Q2: 262 shares 262 $4.26K <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; 2022Q3: restricted; 2022Q4: 507 shares; 2023Q1: 18,063 shares; 2023Q2: 507 shares; 2023Q3: 507 shares; 2023Q4: 98 shares; 2024Q1: 98 shares; 2024Q2: 98 shares 98 $4.07K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 210 shares; 2023Q1: 3,018 shares; 2023Q2: 210 shares; 2023Q3: 210 shares; 2023Q4: 210 shares; 2024Q1: 210 shares; 2024Q2: 210 shares 210 $3.93K <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; 2022Q3: restricted; 2022Q4: 83 shares; 2023Q1: 79 shares; 2023Q2: 83 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares 40 $3.91K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,442 shares; 2023Q1: 1,972 shares; 2023Q2: 3,075 shares; 2023Q3: 991 shares; 2023Q4: 616 shares; 2024Q1: 314 shares; 2024Q2: 290 shares 290 $3.64K <0.01% -24 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 53 shares; 2023Q1: 59 shares; 2023Q2: 53 shares; 2023Q3: 27 shares; 2023Q4: 27 shares; 2024Q1: 27 shares; 2024Q2: 27 shares 27 $3.62K <0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 12 shares; 2023Q1: 13 shares; 2023Q2: 12 shares; 2023Q3: 112 shares; 2023Q4: 87 shares; 2024Q1: 22 shares; 2024Q2: 31 shares 31 $3.52K <0.01% +9 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 31 shares; 2023Q4: not reported; 2024Q1: 1,133 shares; 2024Q2: 11 shares 11 $3.45K <0.01% -1,122 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 20 shares; 2023Q1: 7,189 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares 20 $3.42K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 120 shares; 2023Q1: 5 shares; 2023Q2: 100 shares; 2023Q3: 261 shares; 2023Q4: 135 shares; 2024Q1: 137 shares; 2024Q2: 50 shares 50 $3.3K <0.01% -87 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5 shares 5 $3.29K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 84 shares; 2024Q2: 84 shares 84 $3.24K <0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,400 shares; 2024Q2: 32 shares 32 $3.22K <0.01% -3,368 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 12 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13 shares 13 $3.21K <0.01% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,481 shares; 2023Q4: 22 shares; 2024Q1: 22 shares; 2024Q2: 22 shares 22 $3.19K <0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 12,884 shares; 2023Q4: 83 shares; 2024Q1: 73 shares; 2024Q2: 84 shares 84 $3.17K <0.01% +11 IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 27 shares 27 $3.16K <0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4 shares 4 $3.15K <0.01% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37 shares 37 $3.1K <0.01% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8 shares 8 $3.08K <0.01% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9 shares 9 $3.06K <0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 125 shares; 2023Q1: 135 shares; 2023Q2: 110 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares 20 $3.03K <0.01% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 19 shares; 2023Q1: 19 shares; 2023Q2: 19 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 12 shares 12 $3.02K <0.01% +10 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17 shares; 2024Q2: 17 shares 17 $3K <0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 60 shares; 2024Q2: 18 shares 18 $2.99K <0.01% -42 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 36 shares; 2023Q2: 9 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14 shares 14 $2.99K <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; 2022Q3: restricted; 2022Q4: 25 shares; 2023Q1: 128 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares 25 $2.98K <0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 17 shares; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 16 shares 16 $2.98K <0.01% -1 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11 shares; 2024Q1: 10 shares; 2024Q2: 9 shares 9 $2.96K <0.01% -1 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 35 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 42 shares 42 $2.96K <0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 13 shares; 2024Q1: 14 shares; 2024Q2: 15 shares 15 $2.96K <0.01% +1 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 18 shares; 2023Q4: 19 shares; 2024Q1: not reported; 2024Q2: 21 shares 21 $2.95K <0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,153 shares; 2023Q4: 15 shares; 2024Q1: not reported; 2024Q2: 16 shares 16 $2.93K <0.01% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,250 shares; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 100 shares 100 $2.9K <0.01% -1,600 Timeline 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; 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; 2024Q2: 100 shares 100 $2.87K <0.01% 0 BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 58 shares 58 $2.86K <0.01% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 32 shares 32 $2.86K <0.01% new Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 52 shares 52 $2.86K <0.01% new SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 20 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 35 shares; 2024Q2: 40 shares 40 $2.86K <0.01% +5 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 20 shares; 2024Q1: 23 shares; 2024Q2: 24 shares 24 $2.85K <0.01% +1 Timeline 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; 2022Q3: restricted; 2022Q4: 150 shares; 2023Q1: 75 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $2.81K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 21 shares 21 $2.78K <0.01% +8 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 14 shares; 2023Q4: 17 shares; 2024Q1: not reported; 2024Q2: 21 shares 21 $2.77K <0.01% new Timeline ZTO ZTO EXPRESS CAYMAN INC More: the full row for ZTO EXPRESS CAYMAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 132 shares 132 $2.74K <0.01% new Timeline MNSO MINISO GROUP HLDG LTD More: the full row for MINISO GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 141 shares 141 $2.69K <0.01% new 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; 2022Q3: restricted; 2022Q4: 35 shares; 2023Q1: not reported; 2023Q2: 105 shares; 2023Q3: 70 shares; 2023Q4: 605 shares; 2024Q1: 290 shares; 2024Q2: 70 shares 70 $2.67K <0.01% -220 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 700 shares; 2023Q1: 46 shares; 2023Q2: 783 shares; 2023Q3: 78 shares; 2023Q4: 66 shares; 2024Q1: 66 shares; 2024Q2: 66 shares 66 $2.62K <0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 50 shares; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares 1,000 $2.61K <0.01% 0 BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 49 shares 49 $2.58K <0.01% new 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; 2022Q3: restricted; 2022Q4: 7,784 shares; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares 10 $2.57K <0.01% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 13,306 shares; 2023Q4: 12,215 shares; 2024Q1: 9,961 shares; 2024Q2: 83 shares 83 $2.53K <0.01% -9,878 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,877 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 848 shares; 2023Q4: 729 shares; 2024Q1: 559 shares; 2024Q2: 5 shares 5 $2.41K <0.01% -554 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 377 shares; 2023Q1: 572 shares; 2023Q2: 183 shares; 2023Q3: 73 shares; 2023Q4: 74 shares; 2024Q1: 74 shares; 2024Q2: 56 shares 56 $2.41K <0.01% -18 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 47 shares; 2024Q2: 47 shares 47 $2.38K <0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 86 shares; 2023Q1: 86 shares; 2023Q2: 130 shares; 2023Q3: 86 shares; 2023Q4: 86 shares; 2024Q1: 86 shares; 2024Q2: 86 shares 86 $2.38K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 6 shares; 2023Q2: not reported; 2023Q3: 12,294 shares; 2023Q4: 38 shares; 2024Q1: 22 shares; 2024Q2: 22 shares 22 $2.36K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 44 shares; 2024Q2: 22 shares 22 $2.35K <0.01% -22 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 611 shares; 2023Q1: 1,368 shares; 2023Q2: 616 shares; 2023Q3: 611 shares; 2023Q4: 611 shares; 2024Q1: 415 shares; 2024Q2: 39 shares 39 $2.3K <0.01% -376 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 304 shares; 2023Q1: 57 shares; 2023Q2: 132 shares; 2023Q3: 507 shares; 2023Q4: 2,790 shares; 2024Q1: 1,532 shares; 2024Q2: 102 shares 102 $2.3K <0.01% -1,430 Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 42 shares 42 $2.29K <0.01% new 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; 2022Q3: restricted; 2022Q4: 10 shares; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares 10 $2.28K <0.01% 0 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; 2022Q3: restricted; 2022Q4: 29 shares; 2023Q1: 13 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 54 shares; 2024Q2: 13 shares 13 $2.28K <0.01% -41 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 14 shares; 2023Q1: 14 shares; 2023Q2: 14 shares; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 81 shares; 2024Q2: 40 shares 40 $2.26K <0.01% -41 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $2.26K <0.01% 0 Timeline PRG PROG HOLDINGS INC More: the full row for PROG HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 65 shares 65 $2.25K <0.01% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 24 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 72 shares; 2024Q2: 72 shares 72 $2.24K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,657 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 13 shares 13 $2.21K <0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37 shares 37 $2.2K <0.01% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 90 shares; 2024Q2: 90 shares 90 $2.17K <0.01% 0 BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 12 shares; 2023Q1: 12 shares; 2023Q2: 12 shares; 2023Q3: 408 shares; 2023Q4: 231 shares; 2024Q1: 166 shares; 2024Q2: 30 shares 30 $2.16K <0.01% -136 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 189 shares; 2023Q1: 25 shares; 2023Q2: 179 shares; 2023Q3: 159 shares; 2023Q4: 143 shares; 2024Q1: 155 shares; 2024Q2: 16 shares 16 $2.16K <0.01% -139 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2 shares; 2023Q1: not reported; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares 2 $2.13K <0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 457 shares; 2024Q2: 473 shares 473 $2.12K <0.01% +16 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; 2022Q3: restricted; 2022Q4: 7 shares; 2023Q1: not reported; 2023Q2: 7 shares; 2023Q3: 77 shares; 2023Q4: 55 shares; 2024Q1: 55 shares; 2024Q2: 55 shares 55 $2.12K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7 shares; 2023Q1: 323 shares; 2023Q2: 31 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 4,988 shares; 2024Q2: 35 shares 35 $2.03K <0.01% -4,953 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 75 shares; 2024Q2: 75 shares 75 $1.97K <0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,329 shares; 2024Q1: 21 shares; 2024Q2: 7 shares 7 $1.96K <0.01% -14 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 8 shares; 2023Q2: not reported; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 480 shares; 2024Q2: 3 shares 3 $1.94K <0.01% -477 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; 2022Q3: restricted; 2022Q4: 1,214 shares; 2023Q1: 14,275 shares; 2023Q2: 1,194 shares; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 36 shares; 2024Q2: 26 shares 26 $1.87K <0.01% -10 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; 2022Q3: restricted; 2022Q4: 246 shares; 2023Q1: not reported; 2023Q2: 298 shares; 2023Q3: 246 shares; 2023Q4: 246 shares; 2024Q1: 246 shares; 2024Q2: 246 shares 246 $1.83K <0.01% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 10 shares; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 19 shares; 2023Q4: 19 shares; 2024Q1: 19 shares; 2024Q2: 19 shares 19 $1.77K <0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 120 shares; 2024Q2: 20 shares 20 $1.75K <0.01% -100 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,037 shares; 2023Q1: 396 shares; 2023Q2: 1,106 shares; 2023Q3: 1,037 shares; 2023Q4: 537 shares; 2024Q1: 537 shares; 2024Q2: 52 shares 52 $1.46K <0.01% -485 Timeline 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 35 shares; 2024Q2: 35 shares 35 $1.44K <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; 2022Q3: restricted; 2022Q4: 22 shares; 2023Q1: 14,520 shares; 2023Q2: 22 shares; 2023Q3: 22 shares; 2023Q4: 22 shares; 2024Q1: 22 shares; 2024Q2: 22 shares 22 $1.43K <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; 2022Q3: restricted; 2022Q4: 10 shares; 2023Q1: not reported; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares 10 $1.41K <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; 2022Q3: restricted; 2022Q4: 2,607 shares; 2023Q1: not reported; 2023Q2: 106 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $1.33K <0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 10 shares; 2023Q1: 11,693 shares; 2023Q2: 10 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10 shares 10 $1.31K <0.01% new 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; 2022Q3: restricted; 2022Q4: 12 shares; 2023Q1: 12 shares; 2023Q2: 12 shares; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares 12 $1.22K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $1.22K <0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 23 shares; 2023Q1: 4,903 shares; 2023Q2: 23 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $1.2K <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; 2022Q3: restricted; 2022Q4: 90 shares; 2023Q1: 14 shares; 2023Q2: 80 shares; 2023Q3: 120 shares; 2023Q4: 120 shares; 2024Q1: 110 shares; 2024Q2: 89 shares 89 $1.19K <0.01% -21 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; 2022Q3: restricted; 2022Q4: 125 shares; 2023Q1: 192 shares; 2023Q2: 129 shares; 2023Q3: 102 shares; 2023Q4: 102 shares; 2024Q1: 32 shares; 2024Q2: 22 shares 22 $1.19K <0.01% -10 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2 shares; 2023Q1: 2 shares; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares 2 $1.18K <0.01% 0 Timeline VANECK ETF TRUST VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 39 shares 39 $1.11K <0.01% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 44 shares; 2023Q3: 44 shares; 2023Q4: 44 shares; 2024Q1: 44 shares; 2024Q2: 44 shares 44 $1.11K <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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 44 shares; 2023Q3: 44 shares; 2023Q4: 44 shares; 2024Q1: 44 shares; 2024Q2: 44 shares 44 $1.1K <0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 35 shares; 2023Q1: 95 shares; 2023Q2: 40 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares 20 $1.07K <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; 2022Q3: restricted; 2022Q4: 197 shares; 2023Q1: 417 shares; 2023Q2: 197 shares; 2023Q3: 31 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 7 shares 7 $1.06K <0.01% 0 Timeline LE LANDS END INC NEW More: the full row for LANDS END INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 78 shares 78 $1.06K <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; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $986 <0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 93 shares; 2023Q4: 2,365 shares; 2024Q1: 1,940 shares; 2024Q2: 12 shares 12 $926 <0.01% -1,928 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; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 200 shares; 2024Q2: 100 shares 100 $914 <0.01% -100 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 130 shares; 2023Q1: 267 shares; 2023Q2: 135 shares; 2023Q3: 105 shares; 2023Q4: 105 shares; 2024Q1: 20 shares; 2024Q2: 14 shares 14 $903 <0.01% -6 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares 10 $887 <0.01% 0 Timeline 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; 2022Q3: restricted; 2022Q4: 110 shares; 2023Q1: 435 shares; 2023Q2: 85 shares; 2023Q3: 110 shares; 2023Q4: 110 shares; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $867 <0.01% 0 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; 2022Q3: restricted; 2022Q4: 90 shares; 2023Q1: 365 shares; 2023Q2: 90 shares; 2023Q3: 45 shares; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: 45 shares 45 $846 <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; 2022Q3: restricted; 2022Q4: 91 shares; 2023Q1: not reported; 2023Q2: 83 shares; 2023Q3: 26 shares; 2023Q4: 26 shares; 2024Q1: 7 shares; 2024Q2: 7 shares 7 $730 <0.01% 0 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; 2022Q3: restricted; 2022Q4: 6 shares; 2023Q1: 6 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 3,600 shares; 2024Q1: 65 shares; 2024Q2: 36 shares 36 $700 <0.01% -29 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $634 <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; 2022Q3: restricted; 2022Q4: 6 shares; 2023Q1: 59 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $614 <0.01% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 50 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,143 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6 shares 6 $600 <0.01% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares 100 $592 <0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares 5 $540 <0.01% 0 Timeline NGVC NATURAL GROCERS BY VITAMIN More: the full row for NATURAL GROCERS BY VITAMIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 25 shares; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares 25 $530 <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; 2022Q3: restricted; 2022Q4: 13 shares; 2023Q1: 30 shares; 2023Q2: 13 shares; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares 5 $517 <0.01% 0 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10 shares; 2024Q2: 10 shares 10 $506 <0.01% 0 Timeline 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares 5 $499 <0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7 shares; 2023Q1: not reported; 2023Q2: 34 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 7 shares 7 $496 <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; 2022Q3: restricted; 2022Q4: 15 shares; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares 15 $496 <0.01% 0 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; 2022Q3: restricted; 2022Q4: 5 shares; 2023Q1: 5 shares; 2023Q2: 5 shares; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares 5 $489 <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; 2022Q3: restricted; 2022Q4: 32 shares; 2023Q1: 34 shares; 2023Q2: 53 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 6 shares 6 $467 <0.01% -1 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; 2022Q3: restricted; 2022Q4: 6 shares; 2023Q1: 66 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $449 <0.01% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 35 shares; 2023Q1: 36 shares; 2023Q2: 35 shares; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 10 shares 10 $441 <0.01% -2 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares 20 $433 <0.01% 0 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; 2022Q3: restricted; 2022Q4: 10 shares; 2023Q1: not reported; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares 10 $348 <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 18 shares; 2023Q1: 36 shares; 2023Q2: 18 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $336 <0.01% 0 Timeline EOLS EVOLUS INC More: the full row for EVOLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares 30 $326 <0.01% 0 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; 2022Q3: restricted; 2022Q4: 3,477 shares; 2023Q1: 7,207 shares; 2023Q2: 3,696 shares; 2023Q3: 148 shares; 2023Q4: 168 shares; 2024Q1: 128 shares; 2024Q2: 139 shares 139 $324 <0.01% +11 Timeline BRCC BRC INC More: the full row for BRC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 50 shares; 2023Q1: not reported; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $307 <0.01% 0 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; 2022Q3: restricted; 2022Q4: 23 shares; 2023Q1: 16 shares; 2023Q2: 23 shares; 2023Q3: 242 shares; 2023Q4: 322 shares; 2024Q1: 52 shares; 2024Q2: 2 shares 2 $291 <0.01% -50 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 15 shares; 2023Q1: 40 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares 15 $274 <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 72 shares; 2023Q1: 52 shares; 2023Q2: 72 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares 2 $238 <0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5 shares; 2024Q2: 5 shares 5 $236 <0.01% 0 Timeline TRUP TRUPANION INC More: the full row for TRUPANION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7 shares; 2023Q1: 5 shares; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 8 shares; 2024Q2: 8 shares 8 $235 <0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10 shares; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 6 shares 6 $233 <0.01% -6 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 15 shares; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares 15 $208 <0.01% 0 Timeline SLX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3 shares; 2023Q1: not reported; 2023Q2: 3 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares; 2024Q2: 3 shares 3 $200 <0.01% 0 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; 2022Q3: restricted; 2022Q4: 2 shares; 2023Q1: not reported; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares 2 $191 <0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2 shares; 2024Q2: 2 shares 2 $186 <0.01% 0 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 87 shares; 2023Q4: 87 shares; 2024Q1: 15 shares; 2024Q2: 15 shares 15 $186 <0.01% 0 Timeline TBX PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10 shares; 2023Q3: 6 shares; 2023Q4: 706 shares; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $177 <0.01% 0 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; 2022Q3: restricted; 2022Q4: 3 shares; 2023Q1: 3 shares; 2023Q2: 29 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares; 2024Q2: 3 shares 3 $159 <0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 152 shares; 2023Q3: 147 shares; 2023Q4: 147 shares; 2024Q1: 8 shares; 2024Q2: 8 shares 8 $157 <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 77 shares; 2023Q1: 84 shares; 2023Q2: 32 shares; 2023Q3: 155 shares; 2023Q4: 56 shares; 2024Q1: 11 shares; 2024Q2: 11 shares 11 $147 <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 583 shares; 2023Q1: 1,083 shares; 2023Q2: 583 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares; 2024Q2: 3 shares 3 $142 <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 15 shares; 2023Q1: 1,219 shares; 2023Q2: 13 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares; 2024Q2: 3 shares 3 $139 <0.01% 0 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3 shares 3 $122 <0.01% new Timeline SPIRIT AIRLS INC SPIRIT AIRLS INC More: the full row for SPIRIT AIRLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares 30 $110 <0.01% 0 ESS TECH INC ESS TECH INC More: the full row for ESS TECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 265 shares; 2023Q1: 400 shares; 2023Q2: 195 shares; 2023Q3: 265 shares; 2023Q4: 205 shares; 2024Q1: 135 shares; 2024Q2: 135 shares 135 $110 <0.01% 0 DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: 4 shares; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares 1 $109 <0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2 shares; 2023Q1: 26 shares; 2023Q2: 2 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares 1 $97 <0.01% 0 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2 shares; 2023Q1: not reported; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares 2 $92 <0.01% 0 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; 2022Q3: restricted; 2022Q4: 2 shares; 2023Q1: 2 shares; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares 2 $83 <0.01% 0 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: not reported; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares 1 $78 <0.01% 0 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; 2022Q3: restricted; 2022Q4: 114 shares; 2023Q1: 134 shares; 2023Q2: 114 shares; 2023Q3: 106 shares; 2023Q4: 126 shares; 2024Q1: 121 shares; 2024Q2: 1 shares 1 $77 <0.01% -120 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 12 shares; 2023Q1: 10 shares; 2023Q2: 19 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 2 shares 2 $74 <0.01% -2 Timeline CUT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2 shares; 2023Q1: not reported; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares 2 $65 <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 6 shares; 2023Q1: 6 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares 6 $64 <0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: not reported; 2023Q2: 5 shares; 2023Q3: 1 shares; 2023Q4: 126 shares; 2024Q1: 1 shares; 2024Q2: 1 shares 1 $60 <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3 shares; 2023Q1: 9 shares; 2023Q2: 3 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares 1 $54 <0.01% 0 Timeline RGR STURM RUGER & CO INC More: the full row for STURM RUGER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: not reported; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares 1 $42 <0.01% 0 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: 1 shares; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares 1 $41 <0.01% 0 Timeline HRZN HORIZON TECHNOLOGY FIN CORP More: the full row for HORIZON TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2 shares; 2023Q1: not reported; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares 2 $24 <0.01% 0 Timeline Proshares Short S&P Proshares Short S&P More: the full row for Proshares Short S&P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 27,679 shares; 2023Q1: not reported; 2023Q2: 254,734 shares; 2023Q3: 103,974 shares; 2023Q4: 43,489 shares; 2024Q1: 2 shares; 2024Q2: 2 shares 2 $22 <0.01% 0 GENPREX INC GENPREX INC More: the full row for GENPREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10 shares; 2024Q2: 10 shares 10 $19 <0.01% 0 FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: not reported; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares 1 $16 <0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares 2 $13 <0.01% 0 Timeline BTCS BTCS INC More: the full row for BTCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7 shares; 2023Q1: not reported; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 7 shares 7 $10 <0.01% 0 Timeline REI RING ENERGY INC More: the full row for RING ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4 shares; 2023Q1: not reported; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares 4 $7 <0.01% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares 1 $3 <0.01% 0 Timeline LITHIUM AMERICAS ARGENTINA C LITHIUM AMERICAS ARGENTINA C More: the full row for LITHIUM AMERICAS ARGENTINA C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares 1 $3 <0.01% 0 GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 21 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 104 shares; 2023Q1: 224 shares; 2023Q2: 104 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 52 shares; 2023Q4: 49 shares; 2024Q1: 51 shares; 2024Q2: 0 shares 0 $0 0% -51 Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 26 shares; 2023Q3: 73 shares; 2023Q4: 0 shares; 2024Q1: 21,230 shares; 2024Q2: 0 shares 0 $0 0% -21,230 Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7 shares; 2023Q1: 7 shares; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 0 shares 0 $0 0% -7 Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline PROSHARES TR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: not reported; 2023Q2: 3,175 shares; 2023Q3: 5,225 shares; 2023Q4: 5,454 shares; 2024Q1: not reported; 2024Q2: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.